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

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

7 259 $ Average monthly salary

Average salary in the last 12 months: "Commercial Sales Representative in "

Currency: CAD USD Year: 2024
The bar chart shows the change in the level of average salary of the profession Commercial Sales Representative in .

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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. 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Bilingual Investment Specialist - Mutual Funds - Outbound
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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.
Director of Major Accounts
Jump! Recruteurs, Montreal, QC
Industrial Distribution FieldOur client, a leader in the distribution of industrial products through banners (bringing together the largest consumer brands), wishes to benefit from the experience and expertise of a major account specialist for the province of Quebec.What Our Client OffersA base salary and an attractive bonus program.Car supplied with gas card or mileage allowance.Cellular and laptop.Social benefits and Group RRSPs.4 weeks of vacation and sick daysReporting to the regional VP, you will be responsible for developing a strategy aimed at generating the development of new customers, sales growth and loyalty of existing customers through the network of stores in the various specialized segments.Main Responsibilities:Establish and implement a detailed strategic plan to identify and approach potential major accounts and conclude commercial agreements.Supervise a team of 2 people on major accounts and collaborate with regional sales managers and their representatives to ensure the development of new programs implemented.Organize and participate in major client meetings to promote business agreements and programs and subsequently ensure the development and maintenance of agreements agreed with major accounts at the regional and national level.Participate in the development and implementation of annual plans and budgets for areas under his direct control with the participation of the General Manager of Operations.Monitor and coordinate regional sales results against annual planning and budget goals.Ensure monthly sales targets for the region are aligned and integrated to achieve expectations and performance metrics.Establish lasting business relationships and offer each major account client an unrivaled experience and extraordinary added value.Play a key role as a resource person for some of the largest major accounts in Canada whose scale and purchasing potential are exceptionally high.Ensure good communication with all various sales teams after developing and making presentations on agreements and different programs to major account clients.Conduct quarterly reviews with major clients in relation to objectives and find appropriate solutions to remedy certain performance issues.You will work within a company that is evolving with the times, a leader in its field of activity in North America and enjoying an excellent reputation for offering a variety of quality products.For Quebec, based in Montreal Qualifications & SkillsBachelor’s degree in business administration or related.8 to 12 years of progressive experience in the field of distribution (stores – branches).Experience with proven results in a complex sales environment and having been involved in the strategic and decision-making process related to the management of major accounts.Ease of establishing and maintaining long-term relationships, having proven skills in negotiation but also in conflict management and great listening skills.You have team spirit and exercise your influence to achieve set objectives and customer satisfaction.Highly effective negotiation skills, good judgment and logical thinking.You are comfortable interacting in a matrix structure.Bilingualism required
Bilingual Investment Specialist Mutual Funds - First Nations / Métis / Inuit
BMO Financial Group, Montreal, QC
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.
Associate
BMO, Montreal, QC
Application Deadline: 05/02/2024Address:105 rue St-Jacques OThe Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial Group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more.Job Overview :The Analyst will join a team that is responsible for loan origination and account management of a growing portfolio of clients. The Analyst will support account management in making approval recommendations as well as ongoing proactive independent monitoring of client portfolios and client financial performance. In addition, as part of an ongoing team approach, the Analyst will work closely with various Corporate Finance representatives to best serve and manage our existing client relationships as well as grow the portfolio. The Analyst will prepare credit packages to make recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients.Analyze financial information, agencies rating reports and other related materials.Prepare transaction summaries, industry overviews and analyze companies from different industries.Provide accurate financial analysis and risk assessment of new and existing customers.Monitors covenants and borrowing base certificates of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement.Analyze credit information to support lending decisions for new, renewal and extension of loans, as well as to offer opinions regarding credit worthiness of existing or prospective clients.Assist in negotiations of terms and conditions of loan agreements.Help minimize BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.Build relationships with internal/external stakeholders.Execute broader work or accountabilities depending on business needs.Qualifications:Master or MBA degree (finance / accounting, economics or related field) with a strong academic achievement or an undergraduate degree with 1-3 years of relevant experience. A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset.Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis.Strong computer literacy and technical skills as it relates to basic Microsoft Office applications (Excel, Word, PowerPoint).Excellent verbal & written communication skills.Strong organizational and collaboration skills with the ability to prioritize work and manage multiple tasks while meeting time sensitive deadlines.Grade:7Job 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.
Administration Assistant - BMO Nesbitt Burns
BMO Financial Group, Montreal, QC
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.
Part-time or full-time maintenance person
McDonald's, Montreal, QC
Part-time or full-time maintenance personWe are more than just your local restaurant. We are a collection of hardworking small-business owners.Did you know that from coast to coast, we serve delicious choices to more than 2.5 million people in over 1,400 locations every day, or that we have proudly helped more than 387,000 Canadian families with sick children through Ronald McDonald House Charities? Our offerWorking with us means that you will have the opportunity to earn and learn, flexibility, and a safe and inclusive work environment. What this means in practice is:Access to education and skills development opportunities that take you furtherA total rewards package that includes discounts, incentives, and recognition perksFlexible hours/shifts that suit your needsA safe, respectful and inclusive workplaceBring your authentic self to work - welcoming people of every age, background, and culture - just like the guests who visit our restaurants every dayThe jobWe are sure that you have an idea about what working with us is like, but just in case here are some of the highlights on what your job will entail:Keep dining room cleanKeep outside of the building, terrasse cleanKeep employees room cleanKeep back kitchen cleanAccording to your experience clean kitchen equipmentKeeping all surfaces clean and sanitary to ensure the safety for our guests, fellow crew members, and yourselfYou are a part of a dynamic team that works together to deliver an exceptional guest experience.Your vibe and experienceWhile previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated, what is most important is who you are.You are trustworthy and have trust in others. You find joy in the details and believe good quality is what keeps guests coming back. You remain cool, calm and collected in a fast-paced environment. You understand there is no "I" in team and thrive in social situations. You're always willing to learn and grow. You get that service isn't a transaction, it's about connection. That a smile can make all the difference in someone's day. It's genuine, and it's who you are.About usIn 1954, an enterprising salesman named Ray Kroc discovered a small burger restaurant in California, and wrote the first page of McDonald's history. In 1967, the first McDonald's Canada opened in Richmond, B.C. and we've been growing with our communities and serving quality food at great a value ever since. Today, McDonald's Canada is proud to be one of the world's leading foodservice retailers, offering job opportunities at corporate-owned restaurants or restaurants owned by independent franchisees. McDonald's Canada and Owner/Operators are committed to a diverse and inclusive workplace for all. Our workplaces have a long-standing policy of providing fair, equitable, and accessible opportunities for all employees and prospective employees. Accommodations during the application process are available upon request.
Associate - BMO Nesbitt Burns
BMO Financial Group, Montreal, QC
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.
Représentant(e) des ventes numériques - Acquisition infonuagique/ Digital Sales Representative - Cloud Acquisition
Microsoft Canada, Montreal, QC
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
Scotia iTrade Investment Representative, Toronto/Montreal/Ottawa - English/French
Scotiabank, Montreal, QC
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.