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

Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:45 O'CONNOR ST:OTTAWACity:OTTAWACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-03-18Application Deadline:2024-06-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsBusiness Performance, Critical Thinking, Decision Making, External Clients, Finance Strategy, High Net Worth Individuals, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Investments, Private Banking, Product Services, Sales, Wealth ManagementAdditional Job DetailsAddress:333 PRESTON ST:OTTAWACity:OTTAWACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-04-30Application Deadline:2024-07-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

The Opportunity As a key member of the Wajax team the Parts & Service Clerk is responsible for providing an elevated level of customer service in support of the business of service and parts sales to the market, ensuring efforts are made to support repeat business by supporting front counter/order desk, warehouse and back counter and support the Service Department with administration duties. The Role • Builds and maintains strong customer relations including greeting customers, handling inquiries, providing price quotes, and selling parts.• Prepares and processes necessary documentation for purchases, returns, warranty coverage and other work as required.• Responds to customers in person, via telephone, or electronically in a timely and courteous manner; delivers strong service and salesmanship on the phone order desk and front counter parts sales.• Covers and/or assists warehouse person in shipping product to both local and out-of-town customers utilizing appropriate shipping methods.• Supports the parts needs of the shop to meet work orders by looking up and billing parts to work orders; reviews work orders for accuracy of parts and modifies as needed.• Picks stock for customers as required; receives and inputs stock using electronic systems.• Produces accurate, timely and efficient documentation of all transactions within the parts team.• Daily shipping & receiving• Handle emergency orders• Stock orders• Inter branch transfers• Service-Processing and issuing various invoices, purchase orders and warranty claims, tracking and reporting on department attendance, and assisting with payroll and bookkeeping responsibilities. The Candidate • Previous parts experience an asset.• Functional written and verbal communication skills.• Computer knowledge • Proven ability to work effectively with others.• A valid Driver’s License. The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements. Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.

Application Deadline: 06/07/2024Address: 2806 32nd StreetJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Identifies customer needs and initiates referrals to BMO colleagues.Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:No prior experience necessary; post-secondary degree or certification in related field of study is desirable.High-level knowledge of personal, commercial and partner offers, and how each can best serve customers' individual needs.Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits.Projects a professional presence.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.A focus on delivering a personal experience to customers.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).Compensation and Benefits:$33,850.00 - $43,500.00Pay Type: SalariedThe above represents BMO Financial Group's 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 Group's expected target for the first year in this position.BMO Financial Group's 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 We'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.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 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.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.

Application Deadline:05/30/2024Address:1381 Woodroffe AvenueJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.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:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.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.Compensation & Benefits: 100% Commission RoleCompensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.BMO Financial Group’s 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-RewardsWe’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.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 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.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.

Application Deadline: 04/29/2024Address:1381 Woodroffe AvenueCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.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:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.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.Compensation & Benefits: 100% Commission RoleGrade: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:06/27/2024Address:945 Smyth RoadJob Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).Supports the achievement of sales and performance targets.Develops and implements a relationship management plan to meet the needs of client.Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Executes work to deliver timely, accurate, and efficient service.Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.Builds effective relationships with internal/external stakeholders.Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.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:Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.CFP designation preferred or working towards one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II (FP I & II).Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.Advanced working knowledge of financial industry.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.Compensation and Benefits:$44,500.00 - $82,500.00Pay Type: Salaried & CommissionThe above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.BMO Financial Group’s 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-RewardsWe’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.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 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.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.

Application Deadline: 05/30/2024Address:1465A Richmond RdCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.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:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.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.Compensation and Benefits: 100% commission roleGrade: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:05/30/2024Address:1465A Richmond RdJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.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:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.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.Compensation and Benefits: 100% commission roleCompensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.BMO Financial Group’s 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-RewardsWe’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.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 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.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.

Work at one of the largest independent brokerages in Ottawa!! ABOUT OUR CLIENT Our client is a growing, mid-sized brokerage that truly puts its clients’ needs first. What does it mean in practice? That they know that everyone's situation is different. That more than 80 dedicated professionals work hand in hand and go above and beyond until they find a tailored-made solution to all unique insurance needs, providing greater peace of mind and financial security. If you would like to work at a company where quality comes over quantity, don’t look further! ABOUT THE OPPORTUNITY As a new joiner, you will play a key part in the Commercial Lines team providing full service to your diverse book of business. ABOUT THE POSITION Providing world-class customer service to Commercial Lines clients Answering questions, advising customers on coverages Handling policy changes Reviewing new applications, renewals and endorsements Investigating cancellation cases THE REQUIREMENTS RIBO license 3-5 years of experience in Commercial Lines Insurance Proactive personality with polished communication skills COMPENSATION Comprehensive benefits Education sponsorship and continuous trainings Hybrid option HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Anshika Kumar by email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and recruitment verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile. IMP07

Application Deadline: 05/30/2024Address:1430 Prince of Wales DriveCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.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:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.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.Compensation and Benefits: 100% commission roleGrade: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:05/30/2024Address:1430 Prince of Wales DriveJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.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:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.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.Compensation and Benefits: 100% commission roleCompensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.BMO Financial Group’s 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-RewardsWe’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.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 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.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.

PRO Sales Associate - Full Time Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for advancement within the company An employer that’s involved in the community Teamwork and ongoing training A comprehensive training program for all new hires A student incentive program And much more! At RONA, over 22,000 employees let their passion blossom every day. Our teams from the RONA+, RONA, Réno-Dépôt, and Dick’s Lumber banners across Canada are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve.You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills. So if you’re looking to do what you love, we could be a perfect match.Your role :The responsibilities of the Contractor Sales Team Member are: Greet customers warmly and ensure a good customer experience; Build and develop professional relationships with customers; Assess customer needs an provide expert advice on any products; Participate & organize special events for customers; Follow up on orders and answer phone; Prepare estimates/quotes on the store system, check availability of merchandise, delivery delays, prices, suppliers, etc; Keep customer’s file up to date; Keep current on competitors' pricing Keep up to date with new products and their functions; Ensure compliance with procedures and company’s standards; Record transactions and collect payment for the purchased items; Be aware of current promotions and flyers; Ensure and participate in the maintenance of their department; Comply with policies and procedures regarding loss prevention, breakage of goods and health and safety; Perform other duties as requested by the supervisor. The qualifications we are looking for :Do you have a knack for first-class customer service? Do you have general knowledge of building material and supplies? You have what it takes to be part of our team!RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status. Apply Now

Sales Specialist - PRO Services Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for advancement within the company An employer that’s involved in the community Teamwork and ongoing training A comprehensive training program for all new hires A student incentive program And much more! At RONA, over 22,000 employees let their passion blossom every day. Our teams from the RONA+, RONA, Réno-Dépôt, and Dick’s Lumber banners across Canada are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve.You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills. So if you’re looking to do what you love, we could be a perfect match.Our expectations:The primary function of the Sales Specialist, Pro Services is to serve as the store expert on Pro sales by providing detailed product information to both customers and other RONA associates.Your role: Maximize sales and margins by pursuing and contacting targeted customers, identifying and exploring sales opportunities by asking questions, developing action plans for sales opportunities, and abiding by Pro services monthly program, call targets, and directives, including following up on sales and quotes, maintaining inventory levels to support sales, preparing sales transactions, planning and arranging deliveries, ensuring orders are sold and tracked, and continuously establishing relationships with new and building relationships with current customers Provide excellent customer service through the daily execution of RONA customer service programs, proactively resolving root causes of customer issues Follow up on completed orders to ensure customer satisfaction Collaborate with other employees to assist customers as needed in locating, selecting, carrying, and loading merchandise in support of all customers with a focus on the Pros Open business accounts as requested and handle government accounts Maintain a safe and secure work environment by complying with company policies and procedures for merchandising, housekeeping, safety, and monitoring for potential theft or security risks Complete all other duties as assigned The qualifications we are looking for: High school diploma or equivalent Ability to identify and resolve customer issues, assisting customers in locating products, greeting customers, answering phones, building relationships with customers, and thanking customers for their business At least 1 year of experience entering and submitting customer sales orders, including special orders At least 2 years of experience identifying and selling products based on customer needs or plans and following up on outstanding or incomplete customer orders, sales, or installs At least 2 years of experience in providing exceptional customer service, including greeting customers, answering phones, thanking customers for their business, pulling orders for delivery, pricing jobs, calculating job lot quantities, following up with customers, and cold calling At least 1 year of experience promoting product-related services and plans such as installations, deliveries, credit financing, or extended protection plans At least 2 years of experience in a sales environment with required sales goals or metrics At least 2 years of experience in a trade directly related to commercial sales At least 2 years business-to-business sales experience Ability to lift up to 40 pounds daily without assistance RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status. Apply Now

Merchandiser Retail Team Lead Canada NE PT Job Locations CA-ON-Orleans | CA-ON-Orleans Position Type Part Time Postal Code K4A 0G4 Requisition ID 2024-432540 Category Retail Sales Merchandising Summary Merchandiser Retail Team Lead Canada NE PT Locations:Trim & Innes5150 Innes RoadOrleansONK4A 0G4SobeysOrleans Frescho920 Watters RdOrleansONK4A 0B4FreshcoOrleans2276 Tenth Line RoadOrleansONK4A 0X4Sobeys SAS Retail Services Canada is currently hiring for a Merchandising Team Lead- Part Time (PT) for grocery relines/resets execution.What We Offer: $18/h pay.Morning/Day Time (No Nights Or Weekends) Availability: Monday through Thursday Mornings/Days. Flexible ScheduleWhat You’ll Do:Resets/relines- reading and executing planograms with all items tagged.Tagging, rotating, and placing products on shelf. This includes adjusting shelf heights and movement.Building and maintaining relationships with SAS Retail Services Management (area manager), Store Management and assigned merchandiser (when provided).Timely electronic reporting of reset execution and work hours. Can you meet these requirements? Reliable transportation to one or multiple local locations.Physical Requirements: standing/being on feet for up to 8h and being able to lift up to 50+lbs.Comfortable working with smart phone type technology.Prior grocery or big box store retail merchandising experience preferred.Planogram experience preferred: Training available.Ability to work independently or with other merchandisers. SAS Retail Services Canada is a third-party retail merchandising company with cutting edge technology that does retail merchandising in any store, any aisle, any service. Our parent Company is Advantage Solutions Canada (ASM). Responsibilities Advantage Sales and Marketing LLC dba Advantage Solutions is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. Advantage Solutions services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Position Summary Merchandiser Retail Team Lead is responsible for merchandising; resetting ASM manufacturer’s products at retail accounts to ensure customer and clients expectations are met. Essential Job Duties and Responsibilities • Reset Activity, Shelf Conditions and Schematics Completion: Be able to implement customer approved schematics/plan-o-grams/MODs with all items tagged and approved by store management. Must be able to take direction regarding tagging, rotating, and placing products on shelf.• Customer Relations: must have the ability to communicate effectively both internally to Advantage Solutions management and externally with Customers.• Administration/Reporting: will complete (web based) accurate and timely reporting, recaps, timesheets, expense reports, etc. Supervisory ResponsibilitiesDirect Reports- This position does not have supervisory responsibilities for direct reportsIndirect Reports- This position does not have guidance or mentoring responsibilities for indirect reports Travel and/or Driving Requirements- Travel and Driving are essential duties and function of this job - Travel up to 20 % Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the jobEducation Level: (Required): High School Diploma or GED or equivalent experienceField of Study/Area of Experience: Retail, Consumer Package Goods (CPG), or merchandising products at retail accounts within an assigned territory 0-2 Years of experience in retail merchandising and/or selling Skills, Knowledge and Abilities • Previous retail experience• Strong self-management skills• Ability to complete daily procedures and responsibilities without direct supervision.• Must demonstrate good judgment and show respect for others.• Focused on the general reset of Consumer Package Goods (CPG) at various locations where CPG goods are sold, such as grocery and convenience stores. These positions may be part-time or full-time.• Responsible for merchandising products at retail accounts within an assigned territory. Environmental & Physical RequirementsField / Reps RequirementsIncumbent must be able to perform the essential functions of the job. Work is performed in a retail in-store environment. Typically requires the ability to spend 66%+ hours each work day doing the following activities: engage in considerable physical activity, ability to lift and/or push up to 35 kgs, stand on feet for long periods of time, use products or cook food as appropriate for the demonstration, and may be required to work in extremely cold conditions (i.e. refrigerated and freezer sections). Also required to travel and drive. The use of proper safety practices when handling the products and/or cooking is essential. Field / Administrative RequirementsIncumbent must be able to perform the essential functions of the job. Work may be performed in an office, field, retail store, or warehouse environment. Typically requires the ability to spend 66%+ hours each work day doing the following activities: engage in considerable physical activity, ability to lift and/or push up to 25 kgs, stand on feet for long periods of time, use products or cook food as appropriate for the demonstration, and may be required to work in extremely cold conditions (i.e. refrigerated and freezer sections). Also required to travel and drive. The use of proper safety practices when handling the products and/or cooking is essential. Additional Information Regarding Advantage Solutions Job Duties and Job Descriptions The Company is committed to providing equal opportunity in all employment practices without regard to race, nation or ethnic origin, colour, religion, age, sex (including pregnancy and childbearing), sexual orientation, marital status, family status, physical or mental disability or pardoned criminal convictions, or any other category protected by law. The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Employee understands that neither the provision of the Job Description nor any representation in this document creates a guarantee or contract of employment for any specified period of time or changes the nature of Employee’s employment, which can only be modified in a writing signed by the CEO. Important Information The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. The Company welcomes and encourages applications from people with disabilities. The Company will provide reasonable accommodations, accessible formats and communication supports upon request to persons with disabilities who take part in all aspects of the recruitment and selection process. If you require accommodation in connection with the application process, please contact: Recruiter, Talent Acquisition, for external applicants, or, a Supervisor for internal applicants. Apply/Share Apply Now!ApplyShareEmail a Friend/ColleagueRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed CONNECT TO YOUR CAREER Not ready to apply? Connect with us for general consideration. Interested in this opportunity? Socialize this job opportunity to a friend, colleague, or family member: Job Applicant Privacy PolicySoftware Powered by iCIMSwww.icims.com