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Financial Advisor
Financière Sun Life, Gloucester, ON
As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let’s talk. This could be the start of something great!What’s in it for you?Be in charge of your own business and income opportunitiesDedicated leadership support and head office specialistsGreat peer-to-peer networking, educational and training opportunitiesIndustry leading technology and business servicesNational advertising and personalized marketing collateralAn innovative ‘level commission’ structure that can provide you with an ongoing stream of income, right from day one Access to group savings, stock ownership program and benefits plan.What you’ll do:Grow your business by prospecting within your network and in your communityMeet with prospects and Clients to review their goalsProvide trusted advice about the right life and health insurance products to protect against riskDeliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goalsBuild and grow your business through referralsWhat we’re looking for:Self-motivated, highly driven and entrepreneurialGoal-oriented with a strong work ethicContinuous learner with a deep interest in client needsAbility to develop and maintain relationshipsExcellent communication skillsPersuasive, able to motivate others to actionBusiness development and prospecting skillsStrong sales orientation and a passion for putting clients firstWe want to hear from you!
Parts Representative
Wajax Limited, Gloucester, ON
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.
Customer Service Representative
BMO, Vernon, ON
Application Deadline: 05/17/2024Address: 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.
Mortgage Specialist
BMO Financial Group, Ottawa, ON
Application Deadline: 05/30/2024 Address: 1381 Woodroffe Avenue Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMOs 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 Banks 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 Banks 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 BMOs 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 Banks 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 Role Compensation and Benefits: Pay Type: Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Bilingual (EN/FR) Direct Investing Phone Specialist-Ottawa
TD, Ottawa, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview Every single day is an adventure! Within TD's Contact Center, you'll find a community of colleagues helping TD's 25+ million customers to achieve their life goals. Your role within the Contact Center is essential to TD's success, as our customers are at the center of everything we do. You'll support customers and internal/external partners with a variety of financial services through inbound and outbound calls, and digital channels. Grow, learn and lead; beyond your day-to-day work, you'll be supported with professional development and encouraged to build an exciting career at TD. You'll help deliver a legendary experience to our business, our customers' lives and our communities.Job Details It starts when you pick up the phone or log in online. With each conversation, you'll be playing one of the most important roles supporting our customers' happiness with the bank. Every day, you will: •Provide customers with the best solutions and offer advanced guidance and expertise on how TD's digital assets can help them to meet their financial needs now and in the future. •Deliver outstanding service and/or sales support with moderately complex transactions related to financial products and services with the aim to provide complete and correct solutions the first time. •Play a key role in addressing concerns and providing subject matter guidance to customers and/or partners; and be accountable for problem solving and/or raising matters to the appropriate people. •Work towards achieving set goals while being an ambassador for innovation by offering legendary experiences and trusted advice. •Gather and analyze data to identify and help solve complex problems; use sound understanding of process/policy risk when recommending exceptions outside general guidelines •Work effectively as a team, use and learn from each other's knowledge and support your co-workers to resolve customer issues. Bring your whole self to work and have fun! This is your chance to define every new day, embrace the adventure and make a meaningful contribution that helps to deliver results and accomplish great things for your career and the customers of TD! Most importantly, you'll be our voice at TD. Every phone call you answer, every message you send is your chance to shine! Job Requirements •High school diploma and one (1) or more years of relevant experience •Must be bilingual in English & French •Advanced skills and expertise in a variety of advice and service related activities to provide customers / partners with advice on transactions, activities and product features •Sound communication skills to communicate unusual and/or complex content in a clear manner •Possess computer & multi-tasking skills •Thrive in a dynamic and time-sensitive environment •Advanced knowledge of our business and understand the functions of our various business areas •Passionate and engaging individual with a desire to consistently and compassionately deliver superior customer experience Additional Information Successful candidates must be available to start training for our June start date. Training: Specialized business and industry training and ongoing support provided throughout employee onboarding period, with attendance for all training being mandatory. 13 weeks full time paid training - Monday to Friday, 9am to 5pm Hours:Full time: 37.5 hours a week You must be available and flexible to work a rotational shift; this is a week by week schedule that will have you rotating weekly start periods of days, afternoon and evening shifts 7am-10pm Monday to Friday. You will receive two consecutive days off and you will have a 3 week advance notice of your rotational shift. The first 60 days of training onsite, hybrid afterwards. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Administrative Assistant
Cansel, Ottawa, ON
Who we are? Helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. Position Summary We are seeking a dynamic and organized Administrative Assistant to join our team. This role will encompass both administrative support functions and inside sales responsibilities, ensuring the seamless operation of our sales department while driving revenue growth through proactive sales initiatives.As an integral part of our operations, you will provide administrative support to ensure the smooth functioning of our sales department. You will play a crucial role in maintaining accurate records, facilitating communication between departments, and assisting with various tasks related to sales and customer service. In this role, you will... • Provide expertise on Cansel’s processes and help implement process improvements to increase efficiency• Assist walk-in Customers, on the phone and on the Chat line.• Assist customer to select the right products from a portfolio of survey, mapping, and GIS equipment and construction field supply products.• Ship and receive customers equipment with ability to recognize that all the parts and accessories are included.• Assist in preparing sales quotations and proposals for clients.• Maintain and update customer database in Salesforce and SAP systems.• Monitor inventory levels and assist in managing stock orders and shipments.• Act as a liaison between customers and technical support teams, facilitating resolution of any issues or concerns.• Support inside sales efforts by identifying cross-selling and upselling opportunities, recommending appropriate products and solutions to meet customer needs.• Process invoice corrections• Work with the sales team to achieve excellent order fulfillment• Help support accounting activities• Submit, process and track customer orders using SAP and Salesforce About you... We are looking for an energetic individual able to work within a team environment and prefer to work with minimal supervision. To succeed in this position, you will possess the following characteristics:• Experience with SAP is required• Experience with Salesforce is required.• . Experience with Trimble products, Can-net GNSS reference stations and construction field supply products is required. • Minimum of 3 years of experience in customer service and administrative support roles, with exposure to inside sales functions.• Strong technical aptitude and ability to learn about construction and survey equipment specifications and applications.• Should have experience using software of vendors to find products and accessories like, SECO, TRIMBLE, DuraTech, site pro and others as required.• Should have experience use vendor tracking software to provide ETA like SYNNEX• Strong interpersonal communication, & telephone skills• Ability to multi-task and prioritize work activities appropriately• Remaining calm and upbeat in a fast-paced and pressured atmosphere• Detail oriented• Self-discipline and highly organized with the ability to take initiative around the site• Ability to foster strong workplace relationships to create a positive work environment• Demonstrated knowledge of computer information systems: including Microsoft Word, Excel and Outlook• Proven track record of longevity with previous employers Why choose us? In addition to the strong growth culture of the company, Cansel offers:Competitive compensation package.Uncapped Commission incentives for the sales team.Flexible extended health and dental benefits program.Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness InsuranceAccess to on-line pharmacyCompany vehicle program for Sales Reps.Employee Referral Program.Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).Free access to our online courses database.Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.Preferred rates on some gym memberships.Preferred rates on personal insurance.Generous long service reward program.Cansel is proud to be an equal opportunity employer and of the broad diversity of its employees.All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.
Personal Banker Associate
BMO, Vernon, ON
Application Deadline: 05/10/2024Address: 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.Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and 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.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.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).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 complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.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 specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$33,850.00 - $49,500.00Pay 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.
Financial Planner (Barrhaven Branches)
BMO Financial Group, Ottawa, ON
Application Deadline: 05/16/2024 Address: 3775A Strandherd Drive Job Family Group: Retail Banking Sales & Service Provides 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 BMOs 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 customers 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 - $82,500.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Data Scientist
CGI Group, Ottawa, ON
Position Description: Security clearance: Reliability Clearance a MUSTLocation: Ottawa, ONCGI is more than just an IT consulting company; we are a global organization offering a world of opportunities. Become part of an outstanding culture that gives you the freedom to innovate, influence decisions, achieve your full potential, and chart your own career. Our benefits include a share purchase program, profit sharing, wellness credits, training and development programs. Your future duties and responsibilities: •Work closely with data engineers to ensure the data used for analysis is accurate, properly formatted, and timely. Provide feedback on data collection and infrastructure to improve quality of data•Good understanding of large language models and integrate these models into the data analytics workflow to enhance understanding of unstructured data, improve decision-making, and provide innovative solutions to complex problems. Stay updated with the latest advancements in model training, fine-tuning, and deployment.• Solve some of the most challenging and impactful problems for financial services, insurance and the government by using artificial intelligence, machine learning, natural language processing and big data• Drive innovation into Analytics solutions and focus on humanizing enterprise software to achieve better customer experience and to enable data-driven business decisions• Work on high priority initiatives using advanced analytics, predictive modeling and a variety of data sources to produce actionable business insights• Ideate, conceptualize, design, develop and maintain AI/ML algorithms that provide data insights that drive operational efficiencies and cost savings• Build production grade models on large-scale datasets. Utilize advanced statistical modeling, machine learning, and data mining techniques• Provide guidance to a customer and project team with respect to technical feasibility, complexity, and level of effort required to deliver a solution• Work closely with other team members to further develop metrics, KPIs, and insights that measure business performance improvements• Assist in the development and delivery of pre and post sales POCs, presentations and proposals for client engagements• Travel periodically in support of sales and delivery as needed Required qualifications to be successful in this role: • Experience working on predictive analytics and data mining projects• Experience using complex machine learning methods and algorithms• Experience working with one or more data mining tools such as R, Python, Scala or SAS• Hands-on experience working with Big Data technologies such as Spark, Cassandra, and/or Hadoop• Self-directed and demonstrable problem-solving skills• Knowledge of modern software development techniques and methodologies• Knowledge and practice of secure software development processes• Ability to handle multiple priorities and deadlines• Bachelor’s degree in mathematics, business, statistics, economics, computer science or information systems (or equivalent combination of skill and experience• Analytical curiosity, strong data-oriented skills and a statistical programming background• Possess a successful track record of designing and developing AI/ML algorithms for private or public sector solutions• Up-to-date with the latest technology trends, have a strong desire to constantly learn and be ready to put on the hacker's hat at any time to convert an idea into a demonstration• Gov't experience a plus • Highly detailed-oriented with exceptional organizational and follow-through skills• Self-started and able to execute without a lot of direction or oversight• Exceptional communication skills, with an ability to make advanced analytics concepts accessible and understandable to non-technical business users• Value collaboration and urgency; and have a passion for driving impact#LI-YH1#LI-KM1 Skills: Big DataEnglishFrenchPythonSAS Enterprise MinerScala What you can expect from us: Together, as owners, let’s turn meaningful insights into action.Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.At CGI, we recognize the richness that diversity brings. We strive to create a work culture where all belong and collaborate with clients in building more inclusive communities. As an equal-opportunity employer, we want to empower all our members to succeed and grow. If you require an accommodation at any point during the recruitment process, please let us know. We will be happy to assist.Come join our team-one of the largest IT and business consulting services firms in the world.
Mortgage Specialist
BMO Financial Group, Ottawa, ON
Application Deadline: 05/30/2024 Address: 1465A Richmond Rd Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMOs 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 Banks 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 Banks 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 BMOs 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 Banks 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 role Compensation and Benefits: Pay Type: Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Road Mechanic
Le Groupe JLD-Laguë, Carp, ON
Green Tech Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used equipment. The opportunity to work in a pleasant, motivating and challenging environment! We have been in business for over 60 years, thanks to our 430 motivated and competent employees throughout our 18 locations. The company has experienced a strong increase in business, particularly in the last 5 years.YOU LOVE TO : Evaluate, diagnose and repair client equipment or machinery while on the road, Repair and refurbish within the timeframe given machinery or equipment designated by the work order, Establish diagnostics of problems, plan a work method and sequence to follow before beginning repairs, Register on the work order all extra work that must be done and inform the client and the workshop foreman, Answer technical questions from our clientele, Obtain payment for work carried out, Ensure cleanliness of the mobile unit, in order for it to be clean and in good condition, and manage the parts inventory, At all times, comply with the standards and policies regarding health and safety in the workplace. IDEALLY, YOU HAVE : Experience as a workshop or road technician, You are passionate about agriculture, business or the industrial field, Manual dexterity, ability to diagnose mechanical problems, autonomous, resourceful, quick to execute and disciplined, as well as a passion for customer service! WE OFFER : Group insurance after 3 months of seniority RRSP with employer participation after 3 months of seniority 4 paid days are granted for personal or sick leave A service unit An annual amount to purchase new safety boots An annual amount to purchase your work tools Workwear provided by the employer Corporate discounts for our employees and your family Ongoing training for our employees offered by our in-house trainer and by John DeereCome join a young and dynamic team in which it is possible for you to grow, career-wise, throughout our 18 stores in Quebec or in Ontario!Welcome to our Green Tech family!
SUN LIFE FINANCIAL ADVISOR
Sun Life Financial, Ottawa, ON
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Req#JR00034523 FC17/105 Ottawa CapitalWhat’s holding you back from building your own business?Take control of your life and determine your own success. Enjoy financial independence and work life balance.As a Sun Life advisor, you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let’s talk. This could be the start of something great!What’s in it for you?Be in charge of your own business and income opportunitiesDedicated leadership support and head office specialistsGreat peer-to-peer networking, educational and training opportunitiesIndustry leading technology and business servicesNational advertising and personalized marketing collateralAn innovative ‘level commission’ structure that can provide you with an ongoing stream of income, right from day oneAccess to group savings, stock ownership program and benefits plansWhat you’ll do:Grow your business by prospecting within your network and in your communityMeet with prospects and Clients to review their goalsProvide trusted advice about the right life and health insurance products to protect against riskDeliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goalsBuild and grow your business through referralsWhat we’re looking for:Self-motivated, highly driven and entrepreneurialGoal-oriented with a strong work ethicContinuous learner with a deep interest in client needsAbility to develop and maintain relationshipsExcellent communication skillsPersuasive, able to motivate others to actionBusiness development and prospecting skillsStrong sales orientation and a passion for putting clients firstAs this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking Clients across Canada or worldwide.We want to hear from you!Learn more and APPLY at www.sunlife.ca/becomeanadvisorTo be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or permanent residency. The Sun Life advisor role is 100% commission-based. The possible salary disclosure provided by this job board does not apply. #LI-GJ1Job Category:Sales - DirectPosting End Date:
Mortgage Development Manager
National Bank, Stittsville, ON
A career at National Bank means having a direct impact on clients. As a Mortgage Development Manager, you’ll help Personal Banking clients with an important life project: buying a home. You’ll interact with both internal National Bank partners and external partners in the real estate industry to develop your client base and identify residential financing strategies that fit their needs. Several positions are offered to cover different markets across Ontario.Your jobHelp clients develop residential financing strategies for purchase, mortgage pre-approval and external refinancing transactionsIdentify clients' financial needs and refer them to your expert colleagues for their specialized needsEstablish and maintain a lasting relationship with external real estate partners (e.g., realtors and builders) by keeping them up to date on the solutions we offerCommunicate and work closely with internal partners to take charge of or refer clients and increase client retentionOrganize and/or participate in business development activities and eventsRigorously apply the established processes and procedures and ensure compliance and risk management rules in effect are followedContinuously develop and update your knowledge of National Bank mortgage solutions and changes in the mortgage marketYour teamYou’ll report to a Residential Financing Manager and work on a specialized team. You’ll work with internal and external partners to develop your client base and meet their financial needs.PrerequisitesBachelor’s degree in a related field and 1 year of relevant experience or college diploma and 3 years of relevant experienceBusiness development experienceAbility to work with business development objectives and a 100% commission-based salaryExcellent interpersonal skills and the ability to manage different stakeholders (both internal and external)Knowledge of mortgage credit solutions and financing products Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Initiatives promoting community involvement Telemedicine service Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?
Mechanic
Le Groupe JLD-Laguë, Carp, ON
Green Tech Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used equipment. The opportunity to work in a pleasant, motivating and challenging environment! We have been in business for over 60 years, thanks to our 430 motivated and competent employees throughout our 18 locations. The company has experienced a strong increase in business, particularly in the last 5 years.YOU LOVE TO : Evaluate, diagnose and repair client equipment or machinery, Refurbish used equipment for resale by the dealership, Repair and refurbish within the timeframe given machinery or equipment designated by the work order, Establish diagnostics of problems, plan a work method and sequence to follow before beginning repairs, Register on the work order all extra work that must be done and inform the workshop foreman or the manager, Prepare new equipment for delivery to the client, Answer technical questions from our clientele, At all times, comply with the standards and policies regarding health and safety in the workplace.IDEALLY, YOU HAVE :  A High School diploma in mechanics (construction machines, agricultural equipment, heavy machinery or any other related equipment), Experience as a workshop technician, You are passionate about agriculture, business or the industrial field, Manual dexterity, ability to diagnose mechanical problems, autonomous, resourceful, quick to execute and disciplined! WE OFFER YOU : Group insurance after 3 months of seniority RRSP with employer participation after 3 months of seniority 4 paid days per year are granted for personal or sick leave Tool box allowance - rental with purchase option An annual amount to purchase new safety boots An annual amount to purchase your work tools Workwear provided by the employer Corporate discounts for our employees and your family Ongoing training for our employees offered by by our in-house trainer and by John DeereCome join a young and dynamic team in which it is possible for you to grow, career-wise, throughout our 18 stores in Quebec or in Ontario!Welcome to our Green Tech family!
Private Banker
BMO Financial Group, Ottawa, ON
Application Deadline: 05/17/2024 Address: 979 Bank Street 6th Flr Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the clients complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Banks risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of clients with the objective of becoming their trusted advisor. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the clients banking needs. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolios profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each clients personal and financial situation. Acts as an ambassador to enhance BMOs reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. Fluency in French is considered a strong asset. Working knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills In-depth business development skills with successful track record Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Mortgage Specialist
BMO Financial Group, Ottawa, ON
Application Deadline: 05/30/2024 Address: 1430 Prince of Wales Drive Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMOs 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 Banks 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 Banks 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 BMOs 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 Banks 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 role Compensation and Benefits: Pay Type: Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
PRO Sales Associate - Full Time
RONA+, Stittsville, ON
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
Trust and Estate Administrator
BMO Financial Group, Ottawa, ON
Application Deadline: 06/03/2024 Address: 1600 Carling Ave Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Develops a rapport and instills confidence with the client to develop credibility as a member of the client / relationship team. Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Collaborates with internal and external stakeholders in order to deliver on business objectives. Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames. Ensures the timely and accurate processing of trade order management activities. Supports in audits and compliance reviews as assigned. Identifies and escalates all irregularities and discrepancies to management. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Basic knowledge of Estate and Trust products and services. Trust industry experience. Applicable securities certification. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Trust and Estate Administrator
BMO, Ottawa, ON
Application Deadline: 06/03/2024Address: 1600 Carling AveJob Family Group:Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.Develops a rapport and instills confidence with the client to develop credibility as a member of the client / relationship team.Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Collaborates with internal and external stakeholders in order to deliver on business objectives.Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.Ensures the timely and accurate processing of trade order management activities.Supports in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.Performs sales & service support activities as required to meet client needs and maintain overall service levels.Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Basic knowledge of Estate and Trust products and services.Trust industry experience.Applicable securities certification.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$37,500.00 - $69,500.00Pay 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.
Assistant Market Leader
BMO, Ottawa, ON
Application Deadline: 05/31/2024Address: 1600 Carling AveJob Family Group:Wealth Sales & ServiceSupports the organization's growth objectives by enhancing profitability, market share and loyalty of the assigned branch / market with a focus on recruitment, operational and sales compliance, and professional development of branch staff. Works collaboratively within the branch, BMO partners and the community to build relationships and deliver the desired customer experience.Builds and manages a network of referral sources, both internal and external to grow BMO's business and makes referrals as required to BMO partners.Supports the development and implementation of the annual business planning & goal setting framework.Supports the achievement of Branch / market growth, profitability, assets under management, and other business unit objectives and key measures.Provides day to day technical support team members and manages client escalations.Role-models client service expectations.Reinforces sales process and client experience, identifies gaps, issues and best practices through the monitoring of sales and performance targets against plans to create and sustain consistent superior service to customers/clients and prospects.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the local market economic trends and competitor activity.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Acts as the prime subject matter expert for internal/external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.Participates in audits and compliance reviews and conducts follow up and coaching as requiredLeads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Monitors to ensures Branch adherence to internal/external Compliance regulations and requirementsExecutes work to deliver timely, accurate, and efficient service.Develops and promotes the branch sales and service staff in alignment with the strategy and business plans.Monitors to ensures Branch adherence to internal/external Compliance regulations and requirementsProvides input into the planning and implementation of operational programs.Executes work to deliver timely, accurate, and efficient service.Sources new sales & service professional candidates.Leads/participates in the design, implementation and management of core business/group processes.Develops and manages a business/group program.Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.In-depth supervisory/leadership experience.Must meet the licensing and certification requirements for the team / location / jurisdiction where the mandate is being fulfilled. And, in Canada, the completion of the Partners, Directors and Senior Officers Exam (Canadian Securities Institute) and the BMO Leveraged Life (LIP) Course must be completed within the first 12 months of your start date.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation and Benefits:$84,000.00 - $156,000.00Pay 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-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.