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Bilingual Contact Centre Representative - Canadian Banking, EasyLine
TD, Montreal, QC
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview Supporting and helping is at the heart of everything we do at our contact centres, and we're proud of the value that we can deliver 24-hours a day, 7-days a week for more than 27 million TD customers. Alongside caring colleagues and supportive leaders, you'll have opportunities to grow and make a meaningful difference to our customers, our communities and our business. Job Details What You'll DoAs the voice of TD, you'll be passionate about understanding our customers. Whether you're assisting in-bound customers with account inquiries or resolving an issue by recommending a TD product or service, you'll help us offer personalized support to our customers whenever they need it. You'll consistently deliver legendary customer service by making it easy, creating value, and delivering trusted advice to our customers. As a valued member of our Contact Centre Team, you will: •Make people's day: strive to deliver an exceptional customer service experience by offering friendly support through your knowledge of TD products, services and solutions. •Solve problems efficiently: resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns. •Achieve your goals: consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets. •Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role. Job Requirements What You Need to SucceedWe're proud to work with a group of diverse colleagues. If you have relevant experience that isn't mentioned below, tell us about it in your resume or cover letter. •High School Diploma or equivalent • Bilingual: French & English •Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns. (Preference given to those with experience in financial or service industries.) •Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics. •Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, headsets, etc.). •Flexibility, resiliency, and a positive attitude when responding to challenging situations. •Ability to work both independently and as part of a team. •Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices. Additional Information We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague DevelopmentIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & OnboardingWe will provide in-person training and onboarding sessions to ensure you've got everything you need to succeed in your new role. Interview ProcessWe'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. #LI-NACO #IN-NACO NOC: 14201 This position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Senior Director, Training and Development
BMO, Laval, QC
Application Deadline: 06/13/2024Address: 3225 St-Martin Ouest BlvdJob Family Group:Human ResourcesTrains and mentors employees to develop the core capabilities required to deliver exceptional customer experience. Identifies opportunities to improve individual performance. Continuously looks for opportunities to improve efficiency through improving employee performance. Assesses and improves skills with the aim to drive revenue, sales and productivity, and to deliver exceptional customer service to BMO customers.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.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 business/group.Acts as a subject matter expert on relevant regulations and policies.Builds and maintains a diverse workforce and talent pool consistent with BMO corporate culture including career development, learning plans, coaching, mentoring, and succession planning.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Coaches, mentors, and tracks Trainee progress while providing constructive feedback and soliciting feedback on a continuous basis to consider continuous improvement opportunities, and revisions to the training plan.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.Provides change leadership in a structured approach demonstrating the ability to articulate vision and strategy while making the connection between Bank goals and the paths necessary to take to attain individual and team success.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Leads the training and development of employees to obtain their credit qualifications to make credit recommendations and unilateral decisions in accordance with sound credit granting principles. This includes credit analysis, structuring, cost-effective pricing, data integrity, lending controls and overall assessment of the financial health of the business banking entity.Reviews and makes credit recommendations and unilateral decision on behalf of Trainees within their discretionary lending limits. Monitors, assesses, and manages risk ensuring adherence to operational risk, regulatory, and enterprise requirements, taking appropriate action(s) and/or escalating to the appropriate parties as required.Keep up to date and set direction with Trainees on changes to Corporate Policies & Standards, Business Banking Financing Guidelines, Policies & Procedures, Standard Operating Procedures, as well as all other regulatory, ethical, legal and audit requirements.Keep up to date and set direction with Trainees on the general external regulatory environment to ensure that all training and development tactics adhere to requirements.Ensure all credit recommendations and unilateral decisions are made in accordance with sound credit granting principles and will ensure compliance with overall Bank and regulatory policies and guidelines.Identifies and shares best practices, ensures streamlined processes, and employs principles for continuous improvement.Demonstrate a proactive approach for effective identification, selection, recruitment, engagement and retention of high performing talent.Provides support to BMO employees including answering questions and providing product knowledge and skill development as needed.Troubleshoots and resolves problems adhering to policies and operating guidelines/authorities.Provides on the job training, coaching, and guidance as needed.Reviews work outputs and provides input on employee performance.Enforces operational standards and policies with the aim to minimize risk and maximize efficiency.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 financial, sales (deposit, wealth, borrowing, and treasury & payments solutions/products) and relationship management experience preferred.Credit adjudication experience with Discretionary Lending Limits and Designated Real Estate Account Management (DREAM) qualification.Business Banking product and process knowledge - Expert.Relationship management - Expert.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.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$84,000.00 - $156,000.00Pay 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.
Manager - Delivery Initiatives - Commercial Banking
BMO, Montreal, QC
Application Deadline: 06/23/2024Address: 105 rue St-Jacques OJob Family Group:Corporate AffairsSupports an assigned senior leader in executing strategic priorities for the business/group. Gathers and integrates information to promote the effective and profitable operation of the business/group and enhances the Bank's profile in the marketplace. Works with stakeholders tointerpret financial and business results, understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives. Supports the effective management of risk,including operational and compliance risk and management of the attestation/reporting process specific to the business. Provides strategic counsel on community/industry events and directs and coordinates the logistics of these events. Supports the development of effective,consistent communications for the business/group senior leader and for the leadership team.• Acts as a trusted advisor to assigned business/group and assists in the development of business strategies and plans to ensure readiness to meet changing business needs & strategies to support future growth.• Assists in the development of strategic plans. Supports the determination of priorities, current initiatives and planned initiatives in partnership with the business/group and supports requirements related to strategic management for the business/group.• Works with stakeholders to establish the key business initiatives/priorities to support the strategic direction.• Influences and negotiates to achieve business objectives.• Recommends and implements solutions based on analysis of issues and implications for the business.• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.• Provides input into the planning & implementation of operational programs.• Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.• Conducts independent review, analysis, and resolution of strategic issues.• Monitors and tracks performance, and addresses any issues.• Designs and produces regular and ad-hoc reports, and dashboards.• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.• Builds effective relationships with internal/external stakeholders.• Ensures alignment between stakeholders.• Acts as the primary point of contact for service / customer complaint escalations managing the process and communication and following up to ensure customer satisfaction and optimizing overall customer experience.• Ensures the effective planning and control of unit operating expenses in accordance with business forecasts to ensure spending is maintained within budget.• Coordinates budgets and reporting to track actual results vs. budget.• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.• 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.• 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.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$68 000,00 - $126 000,00Pay 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.
Director, Media Finance
BMO, Montreal, QC
Application Deadline: 06/13/2024Address: 105 rue St-Jacques OJob Family Group:Commercial Sales & ServiceBMO Commercial Bank's Media & Entertainment Finance team is dedicated to serving the unique financing needs of a broad range of companies in the Media and Entertainment sector including studios, indie producers, music publishing companies and video game companies. Our experienced team of sector experts works exclusively with the media industry and understands how its nuances influence the unique financing needs of their clients. Although headquartered in Toronto, the Media Finance team covers borrowing and treasury needs of clients across North America and has the capability of lending in many other countries across the globe. Products and services include interim financing "bridge" loans for productions by way of stand-alone facilities or multi-project revolving facilities. On the corporate lending side, the Media Finance team's suite of products includes cashflow loans, margined receivable loans, lease loans and interest and foreign exchange management tools. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.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 business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.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.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned 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.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$84,000.00 - $156,000.00Pay 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.
Associate
BMO, Montreal, QC
Application Deadline: 06/13/2024Address: 105 rue St-Jacques OJob Family Group:Commercial Sales & ServiceFacilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.Establishes cross-selling initiatives to increase penetration with client.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Conducts independent analysis and assessment to resolve strategic issues.Helps determine business priorities and best sequence for execution of business/group strategy.Acts as the prime subject matter expert for internal/external stakeholders.Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.Designs and produces regular and ad-hoc reports, and dashboards.Maintains current on financing trends in target clients' markets, and communicate same to team members.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Oversees preparation of concise, well reasoned credit correspondence.Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.Negotiates transactions with clients and provides deal structuring expertise.Oversees documentation and ongoing monitoring of asset and client performance.May manage work flow of other analysts by aligning tasks with departmental goals and objectives.Provides accurate financial analysis and risk assessment of new and existing customers.Partners with internal stakeholders for accurate, detailed client information.Develops credit information to make lending decisions on new, renewal and extension loans.Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.Prepares summary, present facts and offer opinions concerning credit worthiness.Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.Provides input into the planning and implementation of operational programs.Builds effective relationships with internal/external stakeholders.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.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:$68,000.00 - $126,000.00Pay 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.
Senior Director, Business Property Finance
BMO, Montreal, QC
Application Deadline: 07/04/2024Address: 105-119-129 rue St-Jacques OJob Family Group:Commercial Sales & ServiceBusiness Property Finance team focuses on alternate real estate sectors. Sectors covered include Seniors Housing, Hotels, Student Housing, Storage, Film Studio finance, data centers and parking. This is a large, active and a holistic national platform and you will be part of a dynamic team.The role involves managing a large and complex portfolio of clients with portfolio size >$700 million in loans and over $10 million in revenue. Portfolio management includes both credit management and sales. Director is responsible for leading a 2-person team, which includes a dedicated associate and is involved in both underwriting credit and sales. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Optimizes returns and capital on assigned portfolioProvides clients 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 business/group.Acts as a subject matter and sector expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analyzing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Networks with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.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.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned 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: 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.
Administrative Assistant - BMO Nesbitt Burns
BMO, Sherbrooke, QC
Application Deadline: 06/28/2024Address: 65 rue Belvedere N, # 230Job Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Assists the advisory team in preparing for client meetings, including scheduling appointments.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to team members and completed.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Bilingualism French and English.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry.Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.Successful completion of 30-day BMO NB Investment Representative Licensing Program.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Sherbrooke is $ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$32 700,00 - $48 600,00Pay 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.
Director, BMO Family Office
BMO, Montreal, QC
Application Deadline: 07/30/2024Address: 1501 McGill College AvenueJob Family Group:Wealth Sales & ServiceAn exciting opportunity to join a versatile and impactful group!As a regional leader on the Family Office team, the Director is often the key individual orchestrating a holistic approach with ideas and solutions for clients alongside their everyday commercial or wealth relationship manager. This senior wealth professional role requires experience, passion, and a sales-focused approach - someone adept at building trust and rapport with advisors and clients.Significant wealth brings opportunity, but it can also be surprisingly complex, with goals that span business, lifestyle, family and legacy. The Director will bring together the bank's best cross-disciplinary team to help manage and preserve it. The BMO Family Office works exclusively with individuals and families to craft a clear vision for their wealth. Leveraging its experience working with over 500 families across North America, the BMO Family Office partners with families to understand their unique needs on a holistic level and execute on a personal level.Provides thought leadership around incremental value-add for BMO Family Office clients.Works to internally support wealth professionals.Provides specialized accessibility to BMO Family Office professionals and clients and connectivity across the organization as needed.Acts as the primary contact point into the Family Office team.Responsible for initial deal opportunity assessment and triage, in discussion with relationship teams & advisors.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.The ability to learn quickly across multiple disciplines, and strong articulation of value proposition is critical to this role.Introduces the BMO Family Office platform to clients, supporting the lead relationship managers & advisors.Develops internal/external networks and referral sources to grow BMO Family Office business, including brand awareness.Oversees the creation of content and marketing materials for new business proposals.Plays a primary role in client meeting content and pitch materials, supported by Sales Associate team member.Ensures connectivity across the Family Office platform to bring additional capabilities to clients as appropriate.Maintains tracking of all deal opportunities to ensure continuous follow up & execution.Provides oversight and handles escalations on complex situations.Provides insight and direction in the development and delivery of wealth management advice and solutions.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 business/group.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.Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.Acts as the prime subject matter expert for internal/external stakeholders.Ability to network and build relationships and leverage those relationships Enterprise-wide.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Provides input into the planning and implementation of operational programs.Develops and manages a business/group program.Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.Oversees the design, development, and implementation of tools and training required to deliver business results.Uses an advisory-based financial planning approach to manage opportunities and relationships with entrepreneurs and affluent high net worth individuals.Utilizes profiling tools to identify client needs and appropriate relationship management.Collaborates effectively with internal stakeholders to build capability and drive business growth; provides education and insight to referral sources to improve identification of potential clients.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Monitors and tracks performance; addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Provides input into the planning and implementation of operational programs.Executes work to deliver timely, accurate, and efficient service.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 15+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Broad knowledge of commercial banking & wealth management / financial services including private banking / lending, investments, estates and trust, and tax services.Ability to build confidence with sophisticated referral sources and clients and identifies both immediate and long-term financial needs of wealthy clients.Ability to articulate and communicate BMO & Family Office value proposition and insights with conviction.Ability to build and maintain network across the BMO EnterpriseAbility to navigate complexities of different business cultures and operating environments.Ability to think differently and managing competing priorities.Ability to interact, engage, and execute confidently across different levels of seniority both internally & externally.Seasoned professional with a combination of education, experience, and industry knowledge.Bilingualism required (French/English)Verbal & written communication skills - In-depth / AdvancedAnalytical and problem-solving skills - In-depth / AdvancedInfluence skills - In-depth / Advanced.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Advanced.Able to manage ambiguity - In-depth / Advanced.Data driven decision making - In-depth / Advanced.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$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.
Administration Assistant - BMO Nesbitt Burns
BMO, Laval, QC
Application Deadline: 07/05/2024Address: 3225 St-Martin Ouest BlvdJob Family Group:Wealth Sales & Service***Contract of approximately 1 year, possibility of permanent position***Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Assists the advisory team in preparing for client meetings, including scheduling appointments.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to team members and completed.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry.Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.Successful completion of 30-day BMO NB Investment Representative Licensing Program.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Laval is $ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$32 700,00 - $48 600,00Pay 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.