Overview of salaries statistics of the profession "Bilingual Accounting Specialist in "

Application Deadline: 11/28/2023Address:VIRTUAL61 - HomeRes - QC - BMOUnderstands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit card strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Probes to understand customer needs and provides advice related to personal banking and credit card strategies in the best interests of the customer.Manages all transactional outcomes of customer calls or defers to appropriate internal business groups.Escalates complex or unresolved customer situations to managers as required.Performs any required activities to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations when appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Organizes work information to ensure accuracy and completeness.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:High school diploma or equivalent work experience.Knowledge of personal banking products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.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).This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:2Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 06/29/2024Address:VIRTUAL61 - HomeRes - QC - BMOLanguage requirements for the role: Strong verbal and written languages skills in both French and English One of these certifications is required for the start date: CSC or IFICHours of operation: Monday to Friday between 8AM and 6PMUnderstands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Provides professional quality sales and service for customer and prospect inquires, issues and requests.Probes to understand customer needs and advises them through their unique investment needs.Achieves sales targets with a focus on relevant investment products.Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.Escalates complex or unresolved customer situations to senior managers as required.Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.Knowledge of competitive market place trends and product offerings.Knowledge of BMO Investment / BMO InvestorLine products and services.Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment RepresentativeSome understanding of Risk Management & Compliance.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Bromer is a manufacturer of flat glass equipment for glaziers and window and door manufacturers. Our current market is mainly in English Canada and the United States. We need someone who is bilingual (French, English). - The job involves answering the phone, distributing messages. Receive customers for installations. - Send quotation requests to carriers and suppliers. - Prepare customer invoices and receive payments. - Schedule carriers to pick up customer deliveries. Prepare shipping documents to the U.S. and Canada. - Place orders with suppliers and prepare for pick-up or delivery of orders; - Prepare and maintain production reports on in-house software. - Enter invoices (customer and supplier) into SAGE 50 accounting software. Distribute and file mail. Occasionally: prepare and distribute payroll to employees. - Payrolls are deposited electronically on a weekly basis. - Group insurance coverage available after 3 months of continuous service. 5+ years experience in customer service or logistics management.Excellent communication and problem-solving skills.Ability to work well in a fast-paced environment.Knowledge of supply chain and logistics principles.Good communication skills to collaborate with suppliers, carriers and company members.The ability to solve problems quickly and efficiently.Ability to work with computers Sense of responsibility and good judgment Organization  Thoroughness  Team spirit  Problem solving Adaptability

Application Deadline: 05/30/2024Address:VIRTUAL61 - HomeRes - QC - BMOWork schedule: Monday to Friday from 10am to 8pm and Saturday from 10am to 6pm (on rotation, every four weeks). All hours are in EST. Language Requirements for the role : Language requirements for the role: Strong verbal and written languages skills in both French and English. Work from homeUnderstands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.May provide training and coaching to junior associates as needed.Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer.Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.Escalates complex or unresolved customer situations to managers as required.Performs any required documentation to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.May research and investigate lending applications, following established processes.Handles customer contacts in an informed, professional, and efficient manner.Integrates marketing promotions and programs into customer conversations, where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Makes credit decisions / recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.Uses authorized credit qualifications as needed to fulfill customer requests.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.Knowledge of personal lending and home financing products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.Term Investment Qualified (as required).Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/30/2024Address:VIRTUAL61 - HomeRes - QC - BMOUnderstands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Integrates marketing promotions and programs into customer conversations when appropriate.Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.Escalates complex or unresolved customer situations to managers as required.Performs any required activities to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.Collaborates with internal and external stakeholders in order to deliver on business objectives.Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes 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:High school diploma or equivalent work experience.Knowledge of personal banking products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.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).Grade:2Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline:06/25/2024Address:VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Retail Banking Sales & ServiceLanguage Requirements for the role: Language requirements for the role: Strong verbal and written languages skills in both French and English. Work from home Work schedule: Monday to Friday from 9am to 8pm and Saturday from 10am to 6pm (on rotation, every four weeks). All hours are in EST. Target Start date: July 26th 2024Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.May provide training and coaching to junior associates as needed.Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer.Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.Escalates complex or unresolved customer situations to managers as required.Performs any required documentation to ensure customer’s requests are accurately processed.Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.May research and investigate lending applications, following established processes.Handles customer contacts in an informed, professional, and efficient manner.Integrates marketing promotions and programs into customer conversations, where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Makes credit decisions / recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.Uses authorized credit qualifications as needed to fulfill customer requests.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.Knowledge of personal lending and home financing products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.Term Investment Qualified (as required).Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.Compensation and Benefits:$37,500.00 - $69,500.00Pay 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-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline:07/30/2024Address:VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Retail Banking Sales & ServiceUnderstands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Integrates marketing promotions and programs into customer conversations when appropriate.Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.Escalates complex or unresolved customer situations to managers as required.Performs any required activities to ensure customer’s requests are accurately processed.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.Collaborates with internal and external stakeholders in order to deliver on business objectives.Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes 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:High school diploma or equivalent work experience.Knowledge of personal banking products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.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 - $44,000.00Pay 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-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Founded in 2001, Fed Finance is a specialist in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Hi, I'm Christina, Recruitment and Business Development Consultant with Fed Finance, a recruitment agency specializing in finance and accounting. I work on two types of recruitment: temporary and permanent in the Greater Montreal area. Our team of finance experts speaks your language and works in your environment. We cover the finance, accounting and payroll professions. I'm looking for a Financial controller for my client in the Ouest of Montreal, in Dorval. This is a permanent, on-site position.Your responsibilities: - Consolidate financial statements; - Prepare month-end and quarter-end reports; - Prepare periodic financial statements; - Weekly and monthly bank reconciliations; - Prepare bank transfers; - Participate in audits; - Manage accounts payable and receivable.Your profile: - Bachelor's degree in accounting; - CPA designation; - 5-10 years of experience in accounting; - 3-5 years of experience as a financial controller; - Experience in management/supervision; - In-depth knowledge of Excel and accounting software; - Bilingual French/English (spoken and written).

Application Deadline: 08/04/2024Address:VIRTUAL61 - HomeRes - QC - BMO#B2COperationsPlease note that the selected candidate will have to come to the Montreal office twice per month.Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles.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.Collaborates with internal and external stakeholders to deliver on business objectives.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Designs and produces regular and ad-hoc reports, and dashboards.Monitors and tracks performance and addresses any issues.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.Supports the development of tailored messaging, which may include writing, editing, and distributing communications.Executes routine tasks (e.g. service requests, transactions, queries etc.) within relevant service level agreements.Provides input into the planning and implementation of operational programs.Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles.Completes credit analyses to adjudicate credit applications.Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments.Assists customers and conducts all credit and related transactions.Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements.May contact customers to obtain, clarify, or confirm information.Applies and documents sound credit granting applications and lending decisions.Follows security and safeguarding procedures to reduce credit/lending risks.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 8+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.8+ years of mortgage underwriting experience - required.Federal Housing Administration (FHA) and U.S. Department of Veterans Affairs (VA) in the U.S. - required.Strong comprehension of HUD Handbook 4155.1 and 4155.2 in the U.S. - required.Prior relationship management experience - preferred.Expertise in credit and lending products, related regulatory requirements, and secondary market guidelines.Experience with web-based approval systems (DU/LP) - required.In-depth pipeline management - required.Strong comprehension of complicated income structures, including income from multiple sources (e.g. self-employment, rental or trust income, etc.).In-depth knowledge of competitive marketplace and trends in product offerings.Ability to identify/manage potential risk.In-depth knowledge of cash flow, credit, and evaluating collateral.In-depth knowledge of complex credit request structures that minimize risk while providing business value to the customer.Working knowledge of credit policies, procedures, principles, and philosophy.Thorough knowledge of software used to capture credit applications.Strong ability to analyze complex financials and tax returns.Strong familiarity with credit financial analysis techniques.Technical proficiency gained through 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.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. Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/30/2024Address:VIRTUAL61 - HomeRes - QC - BMOLanguage Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have a completed IFIC or CSC certification Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) Start date: May 21st, 2024We invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Métis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities.This is part of BMO's ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Provides professional quality sales and service for customer and prospect inquires, issues and requests.Probes to understand customer needs and advises them through their unique investment needs.Achieves sales targets with a focus on relevant investment products.Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.Escalates complex or unresolved customer situations to senior managers as required.Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.Knowledge of competitive market place trends and product offerings.Knowledge of BMO Investment / BMO InvestorLine products and services.Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment RepresentativeSome understanding of Risk Management & Compliance.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/30/2024Address: VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Retail Banking Sales & ServiceLanguage Requirements for the role: English and French Permanent position: full-time, 37.5hrs per week Current Work schedule: Candidates must be flexible and available to work Monday to Friday, from 10am to 8pm, and Saturdays from 10am-6pm (on rotation). All hours are in EST. Location: RemoteWe invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Métis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities.This is part of BMO's ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.May provide training and coaching to junior associates as needed.Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer.Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.Escalates complex or unresolved customer situations to managers as required.Performs any required documentation to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.May research and investigate lending applications, following established processes.Handles customer contacts in an informed, professional, and efficient manner.Integrates marketing promotions and programs into customer conversations, where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Makes credit decisions / recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.Uses authorized credit qualifications as needed to fulfill customer requests.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.Knowledge of personal lending and home financing products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.Term Investment Qualified (as required).Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$37,500.00 - $69,500.00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline:06/30/2024Address:VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Wealth Sales & ServiceLanguage Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have a completed IFIC or CSC certificationWork from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) Start date: July 18th, 2024We invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Métis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities.This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Provides professional quality sales and service for customer and prospect inquires, issues and requests.Probes to understand customer needs and advises them through their unique investment needs.Achieves sales targets with a focus on relevant investment products.Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.Escalates complex or unresolved customer situations to senior managers as required.Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.Knowledge of competitive market place trends and product offerings.Knowledge of BMO Investment / BMO InvestorLine products and services.Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment RepresentativeSome understanding of Risk Management & Compliance.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.Compensation and Benefits:$37,500.00 - $69,500.00Pay 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-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline:08/04/2024Address:VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Customer Solutions#B2COperationsPlease note that the selected candidate will have to come to the Montreal office twice per month.Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles.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.Collaborates with internal and external stakeholders to deliver on business objectives.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Designs and produces regular and ad-hoc reports, and dashboards.Monitors and tracks performance and addresses any issues.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.Supports the development of tailored messaging, which may include writing, editing, and distributing communications.Executes routine tasks (e.g. service requests, transactions, queries etc.) within relevant service level agreements.Provides input into the planning and implementation of operational programs.Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles.Completes credit analyses to adjudicate credit applications.Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments.Assists customers and conducts all credit and related transactions.Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements.May contact customers to obtain, clarify, or confirm information.Applies and documents sound credit granting applications and lending decisions.Follows security and safeguarding procedures to reduce credit/lending risks.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 8+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.8+ years of mortgage underwriting experience - required.Federal Housing Administration (FHA) and U.S. Department of Veterans Affairs (VA) in the U.S. - required.Strong comprehension of HUD Handbook 4155.1 and 4155.2 in the U.S. - required.Prior relationship management experience - preferred.Expertise in credit and lending products, related regulatory requirements, and secondary market guidelines.Experience with web-based approval systems (DU/LP) - required.In-depth pipeline management - required.Strong comprehension of complicated income structures, including income from multiple sources (e.g. self-employment, rental or trust income, etc.).In-depth knowledge of competitive marketplace and trends in product offerings.Ability to identify/manage potential risk.In-depth knowledge of cash flow, credit, and evaluating collateral.In-depth knowledge of complex credit request structures that minimize risk while providing business value to the customer.Working knowledge of credit policies, procedures, principles, and philosophy.Thorough knowledge of software used to capture credit applications.Strong ability to analyze complex financials and tax returns.Strong familiarity with credit financial analysis techniques.Technical proficiency gained through 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.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:$60 000,00 - $111 700,00Pay 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-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 04/29/2024Address:VIRTUAL61 - HomeRes - QC - BMOUnderstands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Integrates marketing promotions and programs into customer conversations when appropriate.Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.Escalates complex or unresolved customer situations to managers as required.Performs any required activities to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.Collaborates with internal and external stakeholders in order to deliver on business objectives.Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes 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:High school diploma or equivalent work experience.Knowledge of personal banking products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.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).Grade:2Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/30/2024Address: VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Retail Banking Sales & ServiceWork from homeLanguage Requirements for role: Strong verbal and written language skills in both French and English Full time position - Associates are scheduled for 37.5 hours per week. This position operates between the hours of 6:30AM and 12:00AM, 7 days a week. Associates work either on Saturday or Sunday each week. Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Integrates marketing promotions and programs into customer conversations when appropriate.Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.Escalates complex or unresolved customer situations to managers as required.Performs any required activities to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.Collaborates with internal and external stakeholders in order to deliver on business objectives.Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes 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:High school diploma or equivalent work experience.Knowledge of personal banking products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.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).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:$33,850.00 - $44,000.00Pay 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.

Requisition ID: 188708Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area. Is this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by:Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities. Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: 3 years of experience in financial planning and investment sales.You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation or Institut québécois de planification financière (IQPF for Quebec residents) designation.Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.You are bilingual in French and English. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele. What’s in it for you? An entrepreneurial culture with the freedom to develop your career.A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.A compensation structure that rewards growing and maintaining your client base.Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.The ability to build long-lasting client relationships through exceptional advice and service.Ability to provide an excellent client experience without going to the branch.A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.A work culture that promotes diversity, respect, and inclusion. Other InformationPlease note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. Location(s): Canada : Quebec : Gatineau Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Requisition ID: 188458Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area. Is this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by:Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities. Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: 3 years of experience in financial planning and investment sales.You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation or Institut québécois de planification financière (IQPF for Quebec residents) designation.Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.You are bilingual, French and English. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele. What’s in it for you? An entrepreneurial culture with the freedom to develop your career.A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.A compensation structure that rewards growing and maintaining your client base.Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.The ability to build long-lasting client relationships through exceptional advice and service.Ability to provide an excellent client experience without going to the branch.A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.A work culture that promotes diversity, respect, and inclusion. Other InformationPlease note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. Location(s): Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Requisition ID: 188745Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area. Is this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by:Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities. Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: 3 years of experience in financial planning and investment sales.You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation or Institut québécois de planification financière (IQPF for Quebec residents) designation.Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.You are bilingual, French and English. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, and they will serve an English-speaking clientele frequently. What’s in it for you? An entrepreneurial culture with the freedom to develop your career.A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.A compensation structure that rewards growing and maintaining your client base.Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.The ability to build long-lasting client relationships through exceptional advice and service.Ability to provide an excellent client experience without going to the branch.A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.A work culture that promotes diversity, respect, and inclusion. Other InformationPlease note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. Location(s): Canada : Quebec : Lachine || Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.Your OpportunityYour OpportunityOur Montreal office is looking for an Intermediate Associate to join the Financial Reporting & Insights team, and own the following responsibilities: Assist in the preparation of financial statements for Compilation and Review engagementsPrepare working files for income tax and information returns for a variety of client sizesPrepare corporate and/or personal tax returns including information returnsBuild positive working relationships with clients and effectively respond to request and suggestionsCompletion of ongoing accounting analysis and assignments following established proceduresEffectively communicate with team members regarding progress updates and issues on an ongoing basisHow do we define success for your role? You demonstrate BDO's core values through all aspects of your work: Integrity, Respect & CollaborationYou understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality workYou identify, recommend, & are focused on effective service delivery to your clientsYou share in an inclusive & engaging work environment that develops, retains & attracts talentYou actively participate in the adoption of digital tools and strategies to drive an innovative workplaceYou grow your expertise through learning & professional development.Your experience and educationYou have completed your undergraduate degree or diploma in accounting or FinanceYou have a minimum of 1-2 years of prior experience working for a public accounting firmBilingual in both English and French as you will be dealing with clients across various regions within CanadaYou have a desire to provide outstanding client service and a commitment to teamworkYou have proven leadership skill and can take initiative to seek understandingYou display strong problem solving, analytical, and communication skills.Earn your CPA designation: At BDO, we’re committed to the success of students pursuing their CPA designation. We provide pre-approved programs across our 100+ offices, mentorship and support, reimbursement of exam fees, enrollment in Canada’s leading CFE prep course, and flexible options for study leave in order for you to be successful.Why BDO?Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2024. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our careers page.

Profile Fastfrate is comprised of 6 companies operating out of 40 terminals and final mile hubs across Canada and into the USA. We succeed in offering customers a full suite of asset-based transportation services including over-the-road, cross border and intermodal LTL and TL, drayage and transload, warehousing, distribution, final mile, and logistics services.A Sales Coordinator is an administrator who works to support sales representatives and customer service. Their duties include handling administrative tasks, promoting customer satisfaction, and motivating sales staff to ensure company sales targets are being met.This role will be based out of Fastfrate’s Montreal Terminal, reporting into the regional Vice President Sales and Business Solutions and work in concert with the Customer experience team. Skill SetCurrent knowledge of industry regulations and trends.Ability to work under pressure and meet tight deadlines in a fast-paced environment.Excellent sales acumen and customer service skills.Strong problem-solving, organizational, and administrative skills.Exceptional leadership and team development skills.Ability to attend all sales training conferences off-site.Ability to be a team player with a high level of dedication.Key ResponsibilitiesA Sales Coordinator with Fastfrate requires a working knowledge of the terminology and products of all aspects of supply chain management. A successful Sales Coordinator candidate must have various prerequisite skills and qualifications needed for the performance of their duties, including:Collaborate with senior sales staff to create and maintain sales reports.Establish active communication and engage with Sales Representatives to ensure prompt processing of orders.Contribute to the overall customer experience by promptly responding to communications.Attend sales training and develop an understanding of the products and services of the company.Support senior management by informing customers about delivery dates and possible delays.Arrange for creation and distribution of supporting documents and presentations to help the sales team in generating business leads.Maintain organized sales records and report month-end goal setting to the senior management team.Coordinate interdepartmentally to effectively oversee and document the onboarding of new customers.  QualificationsBilingual in both French and English is required.Proficiency with the complete Microsoft Office suite and Salesforce is required.2+ Years of experience in sales or an administrative position is preferred.Post-Secondary Diploma or Degree in Business or similar is preferred. Strong analytical and problem-solving skills & ability to work a flexible schedule.