Overview of salaries statistics of the profession "Investment Sales Representative in "

Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. At solutionshop, we partner with customers to help them find the right solutions to be successful, such as services like Design, Print, Tech Support, Digital Marketing, as well as Shipping.We are looking for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you do As the Tech Services Representative, you're a champion of the customer experience on the retail floor and the Tech Services centre. You enable our work, learn, and grow culture for our customers and associates. Passionate about technology, you continuously grow your knowledge by committing to ongoing self-development and share your expertise with your team members. You will be responsible for installing, configuring, upgrading, troubleshooting and repairing computer hardware and operating systems. You help our customers achieve their working & learning goals by sharing your knowledge, experiences, and enthusiasm on the latest tech products, services, and trends. Specifically, you will: •Connect, share and partner with customers to identify solutions that cater to their needs and add value. •Be an expert with our product and services to identify and recommend referral opportunities. Reconnect and follow up with customers to solicit feedback on sales; promote additional products and services that create value. •Arrange service appointments, perform In-Store/In-Home computer upgrades, repairs and setups and follow up with customers. •Facilitate repairs to be done by the Warranty Depot or third-party repair partners, to ensure an optimal customer experience. •Provide training to associates on services knowledge. •Operational excellence and customer experience are important aspects of your role. You will operate cash registers, follow all loss prevention measures and ensure the cleanliness and store standards of your assigned departments. •Ensure that a clean and safe environment is always top-of-mind, keeping the safety of yourself, fellow associates, and our customers as a key priority. Some of what you need •6 months to 1 year of previously related experience is preferred. •Technical system diagnostic and upgrades/repair experience is preferred. •Working towards or successful completion of high school is preferred. •Demonstrated skills in performing services/upgrades to all types of computers. •Ability to communicate with and engage customers effectively using a variety of mediums. •Proven track record of achieving customer service excellence and sales results •Ownership of / access to transportation •Technology savvy •Curious •Approachable •Passionate •Solutions Finder Some of what you will get •Associate discount •Health and Dental benefits •RRSP/DPSP •Learning & Development programs •And more... Additional Information •A moderate amount of physical effort and operation of equipment / machinery is required to execute our merchandising standards and to maximize our customer experience. •We'll also ask you to work a variety of shifts including evenings and weekends. •Valid drivers' license and a vehicle is an asset in some locations for this role. Staples is an equal opportunity employer committed to diversity and inclusion and we encourage applications from all qualified candidates, including those with disabilities. We will accommodate applicants' needs, upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received relating to accommodation will be addressed confidentially.

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. In every economic environment, there are opportunities to create, enhance, and preserve value. Our Deal Advisory professionals help buyers, sellers, private equity investors, governments, and lenders in developing and executing on their value strategies. Our Deal Advisory team includes the following service lines: Transaction Services, Valuations, Corporate Finance, Restructuring & Turnaround, and Infrastructure Advisory. Our clients are typically in this region are typically private corporates, private equity funds, as well as large public companies. Our people are motivated self-starters with expertise in finance, valuation, tax, accounting and financial reporting. Our network is global. KPMG's Deal Advisory practice is continuing to grow and we are currently looking for professionals in our downtown Montreal office at the Manager level for Transaction Services team. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction cycle. As Manager, Transaction Services, you will: Co-coordinate financial due diligence and provide M&A transaction support and advisory services to our clients. Interpret and analyze information memoranda, business plans, publicly available information on the target business Review and analyze historical trading, quality of earnings, cash flow, working capital, net debt, capital expenditure, forecasts and underlying assumptions Review the adequacy of financing structure including review of agreements and consideration of limits, terms and covenants Evaluate potential synergies and post-merger integration considerations Report potential key issues for our clients including identification of risk or price factors impacting investment decisions Review sale and purchase agreements and financial model to reflect findings of the due diligence process Develop, train and coach junior team members through challenging and meaningful opportunities Deliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across businesses and borders Influence clients, teams and individuals positively, leading by example and establishing confident relationships as a representative of KPMG Deal Advisory Understand key objectives for clients and KPMG, and align people to them to set appropriate priorities and direction What you bring to the role Must have a professional designation (CPA, CA); having begun the CBV or CFA is an asset. Must be able to achieve government security clearance 2+ years of transactional services experience and 5+ years of total experience of accounting and/or finance experience in a consulting and/or corporate environment including: Financial due diligence or M&A analysis and report writing Identification of issues and factors impacting valuations Financial statement interpretation and analysis, including an understanding of the application of and compliance with GAAP Review on target projects and formulate deal rationale and strategy Professional report writing and presentation skills to assist in preparing pitch documents e.g. proposals and presentations. Excellent verbal and written communication skills in French Proven ability to deliver the full cycle of project management and manage engagement teams and client deliverables, applying your professional and technical skills on a wide variety of transactions. Experience with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations and team leadership. Corporate Development, financial modelling and analytics experience an asset Willingness and ability to travel internationally as required Business fluency in French to ensure communication with internal and external stakeholders Providing you with the support you need to be at your bestFor more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. In every economic environment, there are opportunities to create, enhance, and preserve value. Our Deal Advisory professionals help buyers, sellers, private equity investors, governments, and lenders in developing and executing on their value strategies. Our Deal Advisory team includes the following service lines: Transaction Services, Valuations, Corporate Finance, Restructuring & Turnaround, and Infrastructure Advisory. Our clients are typically in this region are typically private corporates, private equity funds, as well as large public companies. Our people are motivated self-starters with expertise in finance, valuation, tax, accounting and financial reporting. Our network is global. KPMG's Deal Advisory practice is continuing to grow and we are currently looking for professionals in our downtown Montreal office at the Manager level for Transaction Services team. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction cycle. As Manager, Transaction Services, you will: Co-coordinate financial due diligence and provide M&A transaction support and advisory services to our clients. Interpret and analyze information memoranda, business plans, publicly available information on the target business Review and analyze historical trading, quality of earnings, cash flow, working capital, net debt, capital expenditure, forecasts and underlying assumptions Review the adequacy of financing structure including review of agreements and consideration of limits, terms and covenants Evaluate potential synergies and post-merger integration considerations Report potential key issues for our clients including identification of risk or price factors impacting investment decisions Review sale and purchase agreements and financial model to reflect findings of the due diligence process Develop, train and coach junior team members through challenging and meaningful opportunities Deliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across businesses and borders Influence clients, teams and individuals positively, leading by example and establishing confident relationships as a representative of KPMG Deal Advisory Understand key objectives for clients and KPMG, and align people to them to set appropriate priorities and direction All in the context of serving clients in the financial services sector, in Quebec and in Canada .What you bring to the role Must have a professional designation (CPA, CA); having begun the CBV or CFA is an asset. Must be able to achieve government security clearance 2+ years of transactional services experience and 5+ years of total experience of accounting and/or finance experience in a consulting and/or corporate environment including: Financial services (banking, insurance, asset management, wealth management, payments, leasing and/or fintech, or a demonstrated interest for the sector Financial due diligence or M&A analysis and report writing Identification of issues and factors impacting valuations Financial statement interpretation and analysis, including an understanding of the application of and compliance with GAAP Review on target projects and formulate deal rationale and strategy Professional report writing and presentation skills to assist in preparing pitch documents e.g. proposals and presentations. Excellent verbal and written communication skills Proven ability to deliver the full cycle of project management and manage engagement teams and client deliverables, applying your professional and technical skills on a wide variety of transactions. Experience with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations and team leadership. Corporate Development, financial modelling and analytics experience an asset Willingness and ability to travel internationally as required Business fluency in French to ensure communication with internal and external stakeholders Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

Application Deadline: 04/30/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Wealth Sales & Service Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Completed Canadian Securities Course (CSC) completed. Location: Work from home within Canada Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) Start Date: Arpil 8th 2024 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customers objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customers requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience. Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative Some understanding of Risk Management & Compliance. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 06/29/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Wealth Sales & Service Language requirements for the role: Strong verbal and written languages skills in both French and English One of these certifications is required for the start date: CSC or IFIC Hours of operation: Monday to Friday between 8AM and 6PM Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customers objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customers requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience. Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative Some understanding of Risk Management & Compliance. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview Supporting and helping is at the heart of everything we do at our contact centres, and we're proud of the value that we can deliver 24-hours a day, 7-days a week for more than 27 million TD customers. Alongside caring colleagues and supportive leaders, you'll have opportunities to grow and make a meaningful difference to our customers, our communities and our business. Job Details What You'll DoAs the voice of TD, you'll be passionate about understanding our customers. Whether you're assisting in-bound customers with account inquiries or resolving an issue by recommending a TD product or service, you'll help us offer personalized support to our customers whenever they need it. You'll consistently deliver legendary customer service by making it easy, creating value, and delivering trusted advice to our customers. As a valued member of our Contact Centre Team, you will: •Make people's day: strive to deliver an exceptional customer service experience by offering friendly support through your knowledge of TD products, services and solutions. •Solve problems efficiently: resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns. •Achieve your goals: consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets. •Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role. Job Requirements What You Need to SucceedWe're proud to work with a group of diverse colleagues. If you have relevant experience that isn't mentioned below, tell us about it in your resume or cover letter. •High School Diploma or equivalent • Bilingual: French & English •Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns. (Preference given to those with experience in financial or service industries.) •Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics. •Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, headsets, etc.). •Flexibility, resiliency, and a positive attitude when responding to challenging situations. •Ability to work both independently and as part of a team. •Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices. Additional Information We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague DevelopmentIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & OnboardingWe will provide in-person training and onboarding sessions to ensure you've got everything you need to succeed in your new role. Interview ProcessWe'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. #LI-NACO #IN-NACO NOC: 14201 This position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual is required (French/English) - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec. High-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Montreal#LI-Hybrid#M-CA-IN-CM About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Application Deadline: 05/03/2024Address:1501 McGill College AvenueAssesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.Partners with others to develop business relationships with existing clients.Collaborates with internal partners to expand business relationships with existing clients.Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.Escalates complex or unresolved client situations and complaints.Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement.Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.Collaborates with internal and external stakeholders to deliver on business objectives.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Assists in creating new investment portfolios and identifies changes to be made.Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.Supports the development and execution of the business strategy and business planning activities.Fulfills client sales and service activities in compliance with regulatory requirements.Maintains the confidentiality of client and Bank information.Adheres to internal risk mitigation policies and industry rules/regulations.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Bachelor in Finance or in EconomyBilingualism French and EnglishCFA or CIM requiredCanadian Securities Course & Conduct and Practices Handbook.Registration as Registered Representative (RR).Complies with mandatory IIROC Continuing Education Program requirements.WME must be completed within 30 months of RR LicenseSpecialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the base salary for this specific position in Montreal is $ 41,600.00 This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 06/27/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Wealth Sales & Service Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have completed IFIC or CSC Work from home Availability to work between 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customers objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. Primarily outbound calls to customers to look proactively for opportunities to enhance customer experience by providing products that meet investment needs. There is the potential to take inbound calls should market conditions warrant it.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customers requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience. Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative Some understanding of Risk Management & Compliance. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/30/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Wealth Sales & Service Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have a completed IFIC or CSC certification Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) Start date: May 21st, 2024 We invite all experienced and aspiring First Nations / Mtis / Inuit professionals to apply to roles featured on BMOs Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Mtis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. This is part of BMOs ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customers objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customers requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience. Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative Some understanding of Risk Management & Compliance. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/26/2024 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Bilingualism French and English Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Montreal is $ 38,000.00. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $32 700,00 - $48 600,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/10/2024Address:1501 McGill College AvenueAssesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.Partners with others to develop business relationships with existing clients.Collaborates with internal partners to expand business relationships with existing clients.Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.Escalates complex or unresolved client situations and complaints.Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement.Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.Collaborates with internal and external stakeholders to deliver on business objectives.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Assists in creating new investment portfolios and identifies changes to be made.Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.Supports the development and execution of the business strategy and business planning activities.Fulfills client sales and service activities in compliance with regulatory requirements.Maintains the confidentiality of client and Bank information.Adheres to internal risk mitigation policies and industry rules/regulations.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Bilingualism French and English.Financial Planner designation (IQPF)Knowledge of Canadian Securities Course & Conduct and Practices Handbook.Registration as Registered Representative (RR).Complies with mandatory IIROC Continuing Education Program requirements.WME must be completed within 30 months of RR LicenseSpecialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the base salary for this specific position in Montreal is $ 41,600.00 This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/10/2024 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Partners with others to develop business relationships with existing clients. Collaborates with internal partners to expand business relationships with existing clients. Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping. Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required. Escalates complex or unresolved client situations and complaints. Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement. Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners. Collaborates with internal and external stakeholders to deliver on business objectives. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Assists in creating new investment portfolios and identifies changes to be made. Assesses fees, determines overall household fees and coordinates with internal partners as applicable. Manages the efficient and effective running of the support office; trains new team members and branch support staff. Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement). Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies. Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty. Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans. Supports the development and execution of the business strategy and business planning activities. Fulfills client sales and service activities in compliance with regulatory requirements. Maintains the confidentiality of client and Bank information. Adheres to internal risk mitigation policies and industry rules/regulations. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Bilingualism French and English. Financial Planner designation (IQPF) Knowledge of Canadian Securities Course & Conduct and Practices Handbook. Registration as Registered Representative (RR). Complies with mandatory IIROC Continuing Education Program requirements. WME must be completed within 30 months of RR License Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Please note the base salary for this specific position in Montreal is $ 41,600.00 This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $41 600,00 - $77 000,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private Wealth meets the high standard that our business aspires to achieve. The Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW’s high net-worth clients. Success in this role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve teamwork with individuals internal and external to the organization. The successful candidate will also provide direct client service experience and an opportunity to learn the operational processes and key regulatory accountabilities involved in delivering discretionary investment management to high-net-worth clients. Duties and Responsibilities:Collaborating with Investment Counselors to deliver a high level of personalized client service.Work directly with clients to complete necessary documentation to meet regulatory requirements ensuring all client accounts are compliant.Client account administration including responding to client queries and requests, setting up new accounts, processing transactions as well as client meeting preparation.Liaising with custodians and third parties to execute client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to SLAs.Assist with client performance and tax reporting.Maintaining client data and performing data integrity checks for quality control.Provide back-up support to other team members as necessary. Qualifications:High Net Worth clients service experience - familiarity with the wealth management industry.Post-secondary education is preferred but relevant experience (minimum of 2 years) also has a lot of value.CIM designation or other industry license such as CFA, CFP preferred.Successful completion of CSC preferred.Solid computer skills - with the ability to teach us ways that we could do things more efficiently, or better use the programs we have.Superior client relationship management skills.A desire to learn and grow.Ability to communicate in English and French (verbal and written) required. What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us!Flexible work policies and work-life balance.Professional development and leadership opportunities. Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunity!We create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all partners and has a positive social and environmental impact The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationMontreal, QuebecSalary range is expected to be between$68,250.00 CAD - $113,750.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

English Text to Follow L'organisation des ventes numériques est une organisation dotée d'une charte visant à accélérer la croissance de Microsoft dans ses activités axées sur le cloud et le mobile, ainsi que dans les affaires traditionnelles. Cette organisation est à l'avant-garde de l'établissement d'un nouveau modèle de vente tirant parti de la technologie moderne et du Big Data et de l'analyse pour générer une réponse à la demande percutante et une couverture des ventes ciblée. Le rôle du représentant(e) des ventes numériques - Acquisition du cloud est axé sur la collaboration avec les équipes de compte de Microsoft pour identifier et générer des opportunités dans les données et l'IA, l'infrastructure et l'innovation d'applicationsL'objectif principal de ce rôle est d'augmenter le volume de ventes incrémentiel grâce à la génération de nouvelles opportunités qui se traduisent par des revenus clients supplémentaires. En tant que représentant(e) des ventes numériques - Acquisition cloud, vous travaillerez en étroite collaboration avec les responsables de compte et les partenaires pour planifier et exécuter la couverture des comptes et les stratégies de campagne afin de débloquer de nouvelles opportunités de vente dans nos comptes gérés. Le rôle est habile à comprendre les besoins et les soucis de processus des clients pour identifier les opportunités où les solutions Microsoft peuvent ajouter de la valeur à long terme. La mission de Microsoft est de permettre à chaque personne et à chaque organisation de la planète d'en faire plus. En tant qu'employés, nous nous réunissons avec un état d'esprit de croissance, innovons pour responsabiliser les autres et collaborons pour atteindre nos objectifs communs. Chaque jour, nous nous appuyons sur nos valeurs de respect, d'intégrité et de responsabilité pour créer une culture d'inclusion où tout le monde peut s'épanouir au travail et au-delà.   The Digital Sales organization is an organization with a charter to accelerate Microsoft’s growth in its cloud-first, mobile-first businesses along with the traditional businesses. This organization is at the forefront of establishing a new sales model leveraging modern technology and big data and analytics to drive impactful demand response and targeted sales coverage. The Digital Sales Representative - Cloud Acquisition role is focused on working with Microsoft’s account teams to identify and drive opportunities in Data & AI, Infrastructure and App InnovationThe key goal of this role is to increase incremental sales volume through the generation of new opportunities that result in additional customer revenue. As a Digital Sales Representative - Cloud Acquisition, you will work closely with Account Executives and Partners to plan and execute account coverage and campaign strategies to unlock new sales opportunities in our managed accounts. The role is adept at understanding the needs and process pains of customers to identify opportunities where Microsoft solutions can add long-term value. Microsoft’s mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond. Individual Contributor

OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.  In every economic environment, there are opportunities to create, enhance, and preserve value. Our Deal Advisory professionals help buyers, sellers, private equity investors, governments, and lenders in developing and executing on their value strategies. Our Deal Advisory team includes the following service lines: Transaction Services, Valuations, Corporate Finance, Restructuring & Turnaround, and Infrastructure Advisory. Our clients are typically in this region are typically private corporates, private equity funds, as well as large public companies. Our people are motivated self-starters with expertise in finance, valuation, tax, accounting and financial reporting. Our network is global. KPMG's Deal Advisory practice is continuing to grow and we are currently looking for professionals in our downtown Montreal office at the Manager level for Transaction Services team. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction cycle. As Manager, Transaction Services, you will:Co-coordinate financial due diligence and provide M&A transaction support and advisory services to our clients.Interpret and analyze information memoranda, business plans, publicly available information on the target businessReview and analyze historical trading, quality of earnings, cash flow, working capital, net debt, capital expenditure, forecasts and underlying assumptionsReview the adequacy of financing structure including review of agreements and consideration of limits, terms and covenantsEvaluate potential synergies and post-merger integration considerationsReport potential key issues for our clients including identification of risk or price factors impacting investment decisionsReview sale and purchase agreements and financial model to reflect findings of the due diligence processDevelop, train and coach junior team members through challenging and meaningful opportunitiesDeliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across businesses and bordersInfluence clients, teams and individuals positively, leading by example and establishing confident relationships as a representative of KPMG Deal AdvisoryUnderstand key objectives for clients and KPMG, and align people to them to set appropriate priorities and directionAll in the context of serving clients in the financial services sector, in Quebec and in Canada. What you bring to the roleMust have a professional designation (CPA, CA); having begun the CBV or CFA is an asset.Must be able to achieve government security clearance2+ years of transactional services experience and 5+ years of total experience of accounting and/or finance experience in a consulting and/or corporate environment including:Financial services (banking, insurance, asset management, wealth management, payments, leasing and/or fintech, or a demonstrated interest for the sectorFinancial due diligence or M&A analysis and report writingIdentification of issues and factors impacting valuationsFinancial statement interpretation and analysis, including an understanding of the application of and compliance with GAAPReview on target projects and formulate deal rationale and strategyProfessional report writing and presentation skills to assist in preparing pitch documents e.g. proposals and presentations.Excellent verbal and written communication skillsProven ability to deliver the full cycle of project management and manage engagement teams and client deliverables, applying your professional and technical skills on a wide variety of transactions.Experience with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations and team leadership.Corporate Development, financial modelling and analytics experience an assetWillingness and ability to travel internationally as requiredBusiness fluency in French to ensure communication with internal and external stakeholders Providing you with the support you need to be at your best  For more information about KPMG in Canada’s Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here. Adjustments and accommodations throughout the recruitment process At KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG’s Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page. 

OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. In every economic environment, there are opportunities to create, enhance, and preserve value. Our Deal Advisory professionals help buyers, sellers, private equity investors, governments, and lenders in developing and executing on their value strategies. Our Deal Advisory team includes the following service lines: Transaction Services, Valuations, Corporate Finance, Restructuring & Turnaround, and Infrastructure Advisory. Our clients are typically in this region are typically private corporates, private equity funds, as well as large public companies. Our people are motivated self-starters with expertise in finance, valuation, tax, accounting and financial reporting. Our network is global. KPMG's Deal Advisory practice is continuing to grow and we are currently looking for professionals in our downtown Montreal office at the Manager level for Transaction Services team. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction cycle. As Manager, Transaction Services, you will:Co-coordinate financial due diligence and provide M&A transaction support and advisory services to our clients.Interpret and analyze information memoranda, business plans, publicly available information on the target businessReview and analyze historical trading, quality of earnings, cash flow, working capital, net debt, capital expenditure, forecasts and underlying assumptionsReview the adequacy of financing structure including review of agreements and consideration of limits, terms and covenantsEvaluate potential synergies and post-merger integration considerationsReport potential key issues for our clients including identification of risk or price factors impacting investment decisionsReview sale and purchase agreements and financial model to reflect findings of the due diligence processDevelop, train and coach junior team members through challenging and meaningful opportunitiesDeliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across businesses and bordersInfluence clients, teams and individuals positively, leading by example and establishing confident relationships as a representative of KPMG Deal AdvisoryUnderstand key objectives for clients and KPMG, and align people to them to set appropriate priorities and direction What you bring to the roleMust have a professional designation (CPA, CA); having begun the CBV or CFA is an asset.Must be able to achieve government security clearance2+ years of transactional services experience and 5+ years of total experience of accounting and/or finance experience in a consulting and/or corporate environment including:Financial due diligence or M&A analysis and report writingIdentification of issues and factors impacting valuationsFinancial statement interpretation and analysis, including an understanding of the application of and compliance with GAAPReview on target projects and formulate deal rationale and strategyProfessional report writing and presentation skills to assist in preparing pitch documents e.g. proposals and presentations.Excellent verbal and written communication skills in FrenchProven ability to deliver the full cycle of project management and manage engagement teams and client deliverables, applying your professional and technical skills on a wide variety of transactions.Experience with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations and team leadership.Corporate Development, financial modelling and analytics experience an assetWillingness and ability to travel internationally as requiredBusiness fluency in French to ensure communication with internal and external stakeholders Providing you with the support you need to be at your best  For more information about KPMG in Canada’s Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here. Adjustments and accommodations throughout the recruitment process At KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG’s Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page. 

Requisition ID: 158200Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Representative (IR) you are the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre. As a licensed IR, you will execute trade orders on behalf of clients. You will provide prompt, accurate and professional service, while ensuring call quality standards and an exceptional level of customer service are maintained. You will respond to client inquiries, troubleshoot basic technical problems and research and resolve client problems. You will also introduce clients to additional service offerings by identifying and initiating cross-sell and referral opportunities. Is this role right for you? In this role you will: 1. Actively promote and provide industry leading client service to every client, every time.Maintaining expert understanding of the Mainstreet & Gold client segments, trading platforms, order routing to serve clients effectively and efficiently.Ensuring that every client experience is consistent with Scotia iTRADE’s service standards.Actively engage in client inquiries, problem-solving and providing value-added client service to achieve First Call Resolution. Liaising and collaborating with Manager to execute effective client solutions. Communicating clearly, concisely, and providing accurate information to clients.Ensuring the timely and prompt submission of client instructions and client follow-up.Answering service and trade related inquiries in a fast paced and dynamic contact centre environment. Inquiries come through various channels including telephone & email.Liaising with supervisors, settlements, credit and executing brokers to ensure proper handling of client orders.Providing clients with added value solutions and spotting opportunities to strengthen client relationships by growing their business with Scotia iTRADE and/or our PartnersProviding flexibility to back up other Queues, including Client Care Queue, iClub Qs, etc.2. Adhere to and promote processes that ensure the effective and compliant delivery of outstanding client service.Ensuring that service objective levels are met and exceeded.Ensuring that client complaints are appropriately resolved, communicated to clients, documented and archived.Ensuring the timely escalation of issues/obstacles/trends to Manager and/or applicable department contact as appropriate with recommendations and/or solutions.Possessing advanced knowledge on facilitating and executing client trades as directed by clients for the following: Equity, EFTs, Mutual Funds, Fixed Income and FX transactions, pursuant to firm and industry policy and procedures.Providing clients with stock re-organization details including offers and deadlines and accepting and submitting client instructions. Collaborating with Manager to identify system issues and enacting back-up procedures as necessary. Seizing opportunities to grow the business by identify and acting on business development opportunities.3. Minimize potential risk and harm for the business.May be required to provide trading based overrides/approval when higher authorization limits are needed. This involves a clear understanding of authorization limits and a detailed trade analysis to ensure all risks are fully understood before issuing release.Knowledge of equity strategies and the ability to assess corresponding Margin RequirementsAbility to perform margin client interviews to assess client knowledge in regards to account upgradesIdentifying and resolving trading discrepancies efficiently and accurately and able to request or process trade corrections with the approval of compliance or managementDeveloping familiarity in areas including anti-money laundering, anti-terrorist financing and privacy laws.Actively adhering to all Guidelines for Business Conduct and Privacy policies.Adhering to and ensuring compliance with Know Your Customer requirements.Acting quickly to alleviate errors and reduce firm exposure.Understanding role in a Business Continuity Plan outage. 4. Solidify existing Scotia iTRADE business and creates new business opportunities by initiating cross-sell and referral opportunities.Recognizing and appropriately actioning quality opportunities5. Contribute to the effective functioning of Scotia iTrade.Building effective working relationships across the team and with various business lines and corporate functionsFacilitating a culture of open and honest communication by actively participating and contributing to touchbases, team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team membersDeveloping and executing a meaningful employee development planParticipating in and supporting change initiatives for the team and the CentreInvolved in special projects as required Do you have the required skills to be successful in this role? We'd love to work with you if you have:2+ years of industry experienceFluency in FrenchA minimum of 1 year sales experience, including the ability to identify cross-sell and referral opportunitiesPrevious discount brokerage experience Broad investment product knowledge in Equities, Fixed Income & Mutual Fund SecuritiesStrong attention to detail and the ability to recognize risk to the firmAbility to set and achieve goals, and work independentlyStrong communication / interpersonal skills Knowledge of back office functionalities Ability to adapt to a changing environment and duties, dependent on current situations and directives from managementExpert knowledge of procedures related to securities settlement Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standardsCollege Diploma/University DegreeRequired Industry Courses:CSCCPHIIROC licensed as an IR and DFOL (Derivative Fund Options License) Location(s): Canada : Quebec : Montreal || Canada : Ontario : Ottawa || Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: ''for every future'', we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Requisition ID: 189257 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs Dynamic Funds is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business. The world of inside sales is changing. Digital technology and online meetings have shifted the way we conduct business in terms of accessing information, accessing our clients, and accessing results. However, building and developing new relationships still requires making a professional connection and the fundamental art of conversation. The Inside Sales Representative (ISR) works closely with the Wholesaler to generate sales and develop new business along with servicing and managing existing clients about Dynamic products. We are business to business; Dynamic clients include financial advisors and brokers across the country who believe in legitimately active management, appreciate new ideas, looking to grow their business and seek opinions and ideas for their own clients. Candidates should have a minimum of 3 years Financial Services Industry experience to be considered for this role. Responsibilities:Partner with the Wholesaler to drive sales within the specified territory and achieve annual sales targets.Prospect, develop client relationships and initiate sales mostly by phone, as well as virtual meetings, webinars, emails, and client activities.Identify and populate information within the CRM in a timely basis, as information and data are primary drivers of business strategy.Share ideas and success stories with the Dynamic Sales Team in a variety of ways, including team meetings, sales collaboration tools and national sales calls.Align with Business Controls and Compliance to maintain sales activities and communication that are within our guidelines.Keep an archive of all the relevant information pertaining to the products, policies, procedures, and rules for dissemination to the clients.Collaborate with members of the team to determine priorities and tasks to be completed.Work closely with internal partners to understand the information pertaining to IIROC and MFDA firms/dealerships.Participate in special projects, departmental and project group meetings, and sharing feedback when needed.Escalate client issues to RVP’s and appropriate department(s) when needed.Work with the wholesaler in developing a strategic business plan each fiscal year and conduct a quarterly review to ensure benchmarks and goals are aligned.Incumbents must adhere to Scotiabank Global Sales Principles and understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Requirements:Minimum bachelor’s degree in a field such as Commerce, Finance, Business Administration.CSC or IFIC certification.Minimum 3 years of experience within the Financial Services Industry.Super collaborator with impeccable communications skills in English and French. “Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.” Location(s): Canada : Quebec : MontrealWe value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.