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Senior Manager - Financial Crimes
KPMG, Montreal, QC
OverviewYou've got big plans. We have opportunities to match your ambitions, and we're committed to empowering you to become a better you, no matter what you do. When you join KPMG, you'll be one of over 219 000 professionals providing audit, tax, advisory and business enablement services across 147 countries. With the support to do things differently, grow personally and professionally and bring your whole self to work, there's no limit to the impact you can make! Do you want to work in a dynamic and stimulating environment? This offer is for you! With the objective of continuing to grow and realize its full potential, our Financial Crimes practice in the Montreal office is looking for an experienced Manager or Senior Manager to help develop its service offering and grow its team. In compliance with laws and industry best practices, we work closely with our clients to identify, manage, and mitigate their exposition to financial crime, by acting as advisory experts on the following matters: Anti-money laundering Economic sanctions Anti-tax evasion Anti-corruption Fraud What you will doYou will be involved in a variety of projects with clients exclusively in the financial crime industry. You will work closely with the practice partners on advisory projects and will contribute to business development. Also, as a Manager or Senior Manager, you will have the following responsibilities: Coordinate the management and execution of financial crimes projects. Lead a team of financial crime consultants while ensuring that the quality of the team's deliverables meets KPMG's standards of excellence and clients' needs. Act as subject matter expert on financial crimes advisory so that we can provide services in compliance with best practices, legal requirements, and the firm's standards of excellence. Supervise and train team members. Act as a point of contact with clients to strengthen existing relationships. Support the lines of defense in deploying financial crimes programs. Assess risks (financial crimes (money laundering, tax evasion, economic sanctions), fraud (internal/external), third party or regulatory compliance) across the organization. Help clients to have a comprehensive view of their operational and regulatory risks, thus allowing them to reduce their risk exposure. Assist clients in various risk management engagements including, but not limited to, identifying risk appetite, identifying processes, assessing the adequacy of the design and effectiveness of controls in place, to ensure compliance with legislative and regulatory requirements. Participate in the deployment of new technologies in financial crimes and/or lead the proposals. Provide sound advice on risk governance strategy and adapt it to client needs. More generally, you will have to: Contribute to business development activities to well position KPMG's Financial Crime Advisory Services regionally and nationally. Increase the visibility of the practice by participating in events or writing articles about financial crimes. Develop service offerings according to practice standards. Maintain a continuous awareness of emerging financial crimes trends and risks. What you bring to the role At least 10 years of experience in the areas of anti-financial crimes. Bachelor's degree in accounting, criminology, finance, business, or related field. Master's degree or graduate degree in financial crimes or related field is considered an asset. Certified Anti-Money Laundering Specialist (CAMS), Certified Fraud Examiner (CFE), Certified Financial Crimes Specialist (ACFCS), Economic Sanctions Specialist (CSS) certifications or equivalent designations will be considered an asset. Understanding of laws, regulations and best practices related to anti-money laundering, anti-terrorist financing, anti-corruption, tax evasion and economic sanctions. Excellent verbal and written communication skills. Ability to produce concise and structured presentations and reports. Knowledge of the technologies and solutions available on the market for monitoring and assessment of the risk of money laundering Understanding of banking, insurance, asset management products and services, and existing technologies in the market. Have the willingness to contribute to internal development activities as well as to business development. Be customer-oriented, understand their issues and propose value-added solutions. Being comfortable with teamwork, coaching and relationship building. Be able to perform well under pressure and manage projects, resources, and budgets appropriately. Be autonomous, have a sense of initiative and priorities. Demonstrate great rigor and attention to details. Good knowledge of Excel, Word, Visio, and PowerPoint programs. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Information Technology Audit Senior Associate
PwC, Montreal, QC
A career in our External Audit Process Assurance practice, within Process Assurance services, will enable you to assist clients in optimising control activities, organisational strategy, and policies and procedures. You'll conduct transaction testing, perform readiness assessments, and leverage various technical Information Technology controls (e.g. databases, operating systems, data warehouses, and reporting tools) in order to help our clients achieve optimal operational efficiency.Our team helps organisations navigate the increasingly complex reporting environments by improving internal controls and increasing confidence in the quality of the information produced by their internal systems. We focus on the design, documentation, and operations of controls around the financial reporting process, including financial business process and Information Technology management controls.Meaningful work you'll be part ofAs a Information Technology Audit Senior Associate , you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: •Provide management services, including assessment of technology risks, leveraging control frameworks (COSO, COBIT)•Participate in audits of IT Controls, testing of automated and manual business process controls, internal audits with an IT focus, Service Organization Control audits, ISO 27001 certification and projects in the general IT security space•Carrying out the work in an optimal fashion in compliance with deadlines and budgetary requirements outlined in the planning phase•Consult with our clients on operational controls and process improvement•Documenting clear and concise audit evidence obtained during the execution of the audit and validate their relevance and quality of information•Conducting analyses of control deficiencies noted during the course of the audit and their impact on financial data and the overall audit strategy•Establishing and maintaining collaborative relationships internally with PwC teams and external clients•Uphold the firm's code of ethics and business conductExperiences and skills you'll use to solve•Proven ability to document processes and controls, develop and execute testing programs•Strong knowledge of technology, IT practices and standards, infrastructure-related risks and controls in the areas of security and IT and IT control frameworks•Bachelor's degree in Accounting, Finance, Computer Science, or business related•Working towards CPA, CA, CMA, CGA, CIA, CGAP, Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM) or Certified Information Systems Security Professional (CISSP)•Strong in establishing priorities, and resolving problems•Exposure to data analytics and visualization tools•Excellent oral and verbal communication skills• The successful candidate requires fluency in English, in addition to French as they will be required to support or collaborate with English-speaking clients, colleagues and/or stakeholders during the course of their employment with PwC Canada • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Vulnerability and Patch Specialist M&A Ops [OneIT]
WSP Canada, Montreal, QC
TEAM OVERVIEW The M&A Operations team operates within the Global Security Operations and is comprised of engineers from various disciplines including server, storage, backup, network, and security, distributed in various countries throughout the world. The team is responsible for assessing and remediating the IT infrastructure of newly acquired organizations and providing operational support of the infrastructure whilst in a transition and integration periods to steady-state operational support. POSITION SUMMARY WSP is looking to hire an experienced engineer to handle the vulnerability and patch management activities within its M&A Operations team. Qualified candidates must have a proven background within security, vulnerability scanning and pathing fields, handling incidents, problems, changes, and requests for enterprises, both large and small. As WSP acquires organization around the world, the position requires candidates that are able to seamlessly handle multiple projects at the same time and are expected to be able to conduct the below listed responsibilities. MAIN RESPONSIBILITIES Assess and report on the current vulnerability and patching management status and policies of the M&As Document the infrastructure and transfer knowledge to other WSP IT teams. Deploy M&A Ops vulnerability scanning tools, setup reporting, prepare list of vulnerability priorities based on known threat information and risks. Assist M&As in developing policies, action plans and metrics to improve their patching process to ensure proper implementation without any outages. Provide technical guidance and hands-on support to M&As, engage in the problem/change management process. Analyse, anticipate, identify, and respond on vulnerability and patching issues. Help maintain an up-to-date list of M&As inventory of hardware assets with details about operating system versions, patch status, installed applications, and other relevant information. Assist M&As with creating, testing, and managing patch deployment packages. Assist M&A Operations team in developing policies and procedures to streamline the team operation. Help deploy M&A Operations tool set on server infrastructure. Collaborating with other team members to ensure that all new technologies are compatible with existing WSP standards. Coordinate and monitor the deliverables of the 3rd party suppliers. ACADEMIC AND EXPERIENCE REQUIREMENTS The ideal candidate would meet all, or most of the below criteria: Bachelor's degree in information technology, Computer Science, or related field. 5-8 years of relevant experience in engineering and operational support. Excellent knowledge of vulnerability scanning and remediation best practices. Good understanding of standards and best practices for patch management. Good working experience with Tenable (deployment, scanning and reporting). Experience with SCCM, WSUS, Intune and Autopilot. Strong experience with Windows 10 and above. Strong experience with Windows Server 2012 and above. Strong experience with M365 (O365). Working experience with SentinelOne or similar solution. Good overall knowledge of Microsoft's product line-up, including high level capabilities and competitor products. Good overall understanding of networking, server management, backup/storage, identity management Ability to conduct research into systems issues and products as required. Experience of Microsoft collaboration and documentation tools (Teams, PowerPoint, Visio, SharePoint, Power platform). Understanding of Active Directory and Group Policy. Understanding of cyber security and information security best practices. Experience using ITSM systems (ServiceNow, Jira, Zendesk, ...). Experience with Linux based systems is a plus. PowerShell scripting language SKILLS/ COMPETENCIES/ OTHER REQUIREMENTS Excellent (native level) written and spoken English. Additional languages are considered a plus. Experience working for a large global organisation with a multi-vendor environment or experience supporting multiple organisations at the same time. Good experience of working in a customer focused end-user support function covering software/OS deployment and patching and/or vulnerability remediation. Excellent analytical, diagnostic, and problem-solving skills, with the ability of tailoring solutions to identified problems, even with limited inputs. Ability to work independently with low-level supervision and in a global team distributed geographically. Strong organization skills (set priorities, meets deadlines, handle multiple simultaneous projects). Excellent documentation and reporting skills. Demonstrated experience in understanding, designing, delivering, and demonstrating compliance with information security requirements. Knowledge and experience in performing information security practices in the management and delivery of infrastructure and operations. Ability to communicate problems in terms that are understandable to end users at all levels. Ability to follow and promote WSP policies, values, and standards. Willingness to work in different time zones, and on occasion after hour or during the weekend. Foundational knowledge of ITIL Service management practices WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments.We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future.At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations.Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits).WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.WSP is committed to the principles of employment equity. Only the candidates selected will be contacted.WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Mortgage Specialist
BMO, Quebec, QC
Application Deadline: 05/02/2024Address:2828 boul LaurierCompensation and Benefits : $0 - $15,000.00 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures. Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Mortgage Specialist
BMO Financial Group, Sherbrooke, QC
Application Deadline:06/19/2024Address:4857 boul Bourque, #11Job Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Mortgage Specialist
BMO Financial Group, Quebec City, QC
Application Deadline:06/19/2024Address:2828 boul LaurierJob Family Group:Retail Banking Sales & ServiceCompensation and Benefits :$0 - $15,000.00 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Senior Consultant, Canadian Corporate Tax
KPMG, Montreal, QC
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Canadian Corporate Tax team is looking for Senior Consultants to join their team at the KPMG Montreal office. Your organizational skills will enable you to direct the work of junior staff, including reviewing their work for accuracy and completeness. Additionally, you will research and prepare tax-planning strategies for our clients and take the lead on the preparation of tax returns. What you will do Leading or participate in client engagements Working closely with a Partner and senior team member on tax planning work for clients Planning and organizing teams for the preparation of tax returns and conducting and presenting tax research Reviewing the work of junior staff for accuracy and completeness. Become part of the tax engagement team in servicing the planning and compliance needs of clients Providing ongoing support and mentoring for the professional development of staff What you bring to the role Minimum 2-5 years specializing in Tax in a public accounting firm. Professional Accounting Designation Completed, or nearly completed the CPA In-Depth Tax Course Excellent people management skills Highly motivated individual with a desire for growth Excellent client service skills with the ability to understand the clients business Dedication and motivation to achieve high standards of client service and professionalism in the performance of duties Emphasizes on quality and adds value in their client offerings and services Strong project management and organizational skills Effectively manages conflicting demands and priorities Gives others the opportunity to take on new tasks and responsibilities Able to instill enthusiasm in others to achieve desired results Able to provide persuasive and self-assured responses to challenging questions Providing you with the support you need to be at your bestFor more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Spécialiste principal d’implantation, Gestion de temps et présences/ TLM, Senior Implementation Specialist, HR Tech
ADP, Inc., Montreal, QC
Spécialiste principal d’implantation, Gestion de temps et présences L'organisation de Implantation d'ADP fournit des solutions de paie, de ressources humaines, de gestion des temps et des avantages sociaux à l'échelle de l'entreprise aux grands comptes et aux comptes nationaux. Le spécialiste de l'implémentation IS) est responsable de tous les aspects de la mise en place de la gestion de temps et présences et du compte Workforce Now WFN), y compris l'analyse, la configuration, la validation, la résolution des problèmes, la formation aux processus, le support des premières exécutions en direct et le transfert aux services clients. L'IS doit être capable de mettre en œuvre avec succès de nouvelles activités, des conversions de plateforme et la reconfiguration de comptes existants par exemple, des spin-offs) tout en assurant un haut degré de satisfaction du client et en maintenant une productivité élevée, quelle que soit la plateforme de traitement ou l'application en contact avec le client impliqué. L'IS travaille avec des organisations de taille moyenne à grande, sans limite de complexité ou d'utilisation des caractéristiques/fonctionnalités du client. Le poste exige de solides bases en gestion de projet, compte tenu de la taille et de la complexité des comptes attribués. Responsabilités : Vous êtes responsable de la qualité de l'implémentation et de la mise en place de la méthodologie d'implémentation WFN d'ADP. Analyser, configurer et comprendre les besoins du client en matière de la gestion de temps et présences afin de configurer correctement l'environnement WFN du client. Former, tester et valider avec le client avant de participer au premier traitement "LIVE" de la paie. Gérer divers comptes depuis le lancement du projet et soutenir le client pendant toutes les phases d’implantation Gérer les risques du projet et les remontées d'informations jusqu'à leur résolution. Assurer le suivi et la résolution en temps voulu des questions en suspens liées au projet. Respecter les étapes et les échéances des tâches du projet Obtenir des résultats positifs en matière de satisfaction du client Travailler en collaboration avec les clients et les membres de l'équipe pour atteindre les résultats souhaités pour le projet. CONNAISSANCES, EXPÉRIENCE ET COMPÉTENCES Scolarité Études postsecondaires ou expérience de travail équivalente Exigences : 2 ans+ d'expérience dans le domaine gestion de temps et présences ou dans un domaine connexe Communication efficace : compétences verbales et écrites en anglais et en français. Expérience préalable de travail en contact direct avec les clients. Excellentes compétences en matière de gestion des clients et de relations interpersonnelles. Capacité à travailler de manière indépendante, à faire preuve d'ingéniosité et à travailler en équipe. Connaissance d'Excel. Attributs : Capacité à organiser, programmer et animer des réunions efficaces. Capacité à effectuer plusieurs tâches à la fois, à sonder, à analyser et à résoudre des problèmes. Souci du détail et capacité de suivi. Solides compétences en matière d'organisation, de gestion du temps et d'établissement des priorités. Time & Labour Management, Senior Implementation Specialist ADP’s Implementation organization provides enterprise-level Payroll, HR, Time and Attendance, and Benefits Solutions to Major and national accounts. The Implementation Specialist IS) is accountable for all aspects of assigned Time and Labour Management TLM) and Workforce Now WFN) account setup, including analysis, configuration, validation, issue resolution, process training, initial live run s) support, and turnover to Client Services. The IS must be capable of successfully implementing new business, platform conversions, and existing account reconfiguration for example, spin-offs) while ensuring a high degree of client satisfaction and maintaining high productivity regardless of the processing platform or client-facing application involved. The IS works with medium to large-sized organizations, with no limit on the complexity or feature/functionality usage of the client. The role demands a solid foundation in project management given the size and complexity of the accounts assigned. Responsibilities: Responsible for the quality implementation and set up of ADP’s WFN implemention methodology Analyze, configure, and understand the client’s TLM needs to properly set up the client’s WFN environment. Training, Testing, and validation with the client before participating in the first go-live. Managing various accounts from project initiation and supporting the client through all phases of the implementation. Managing project risks and escalations to resolution. Provide timely follow-up and resolution of open project-related items Meet project task milestone and due dates Achieve positive customer satisfaction outcomes Work collaboratively with customers and team members to achieve desired project results KNOWLEDGE, EXPERIENCE AND SKILLS Education Post-secondary education or related business experience Required: 2+ years of time and attendance experience or relative field Effective communication: verbal and written skills in English & French Previous experience working directly with clients. Excellent client management, and interpersonal skills Ability to work independently, resourceful, and be a strong team player. Knowledge of Excel. Attributes: Ability to organize, schedule, and facilitate effective meetings. Ability to multitask, probe, analyze, and problem solve. Detail oriented and ability to follow-through. Strong organization, time management and prioritizing skills. Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
Mortgage Specialist
BMO, Quebec, QC
Application Deadline: 05/02/2024Address:3190 boul St-CharlesCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.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:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Mortgage Specialist
BMO Financial Group, Kirkland, QC
Application Deadline:06/19/2024Address:3190 boul St-CharlesJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.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:Pay Type:CommissionThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Mortgage Specialist
BMO, Sherbrooke, QC
Application Deadline: 04/18/2024Address:4857 boul Bourque, #11Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Mortgage Specialist
BMO Financial Group, Trois-Rivières, QC
Application Deadline:06/19/2024Address:4125 boul des Forges, Unit C13Job Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Workplace Communications and Directory operations specialist [OneIT]
WSP Canada, Montreal, QC
The Opportunity:To ensure the efficient operation of WSPs internal Workplace services in the AMERICAS Hub, we are seeking a talented and experienced Operations Specialist. This role will be part of the IT Operations team and report to the IT Infrastructure Operations Manager in the designated Hub. The overall team is dedicated to support IT infrastructure operations which includes network, compute, cloud, and workplace systems and services. You will manage and maintain all aspects of Communications and Directory operations with a primary focus on the services within the designated Hub. Why choose WSP? We value and are committed to upholding a culture of inclusion and belonging Our Flexible Work Policy - we recognize the importance of balance in our lives and encourage you to prioritize the balance in yours. We will support you on and off the job so you can be fully present in both your work and home lives. A Canadian success story - we're proud to wear the red and white of this beautiful country and show the world what Canada has to offer. Enhance the world around you - from the environment to the highways, to the buildings and the terrain, WSP is the fabric of Canada. Outstanding career opportunities - we're growing and pushing ourselves every day to be greater than yesterday - we're open to your ideas and trying new things. A phenomenal collaborative culture and a workforce filled with genuinely good people who are doing humbly important work. Come find out for yourself what it's like to be a part of our journey.We offer attractive pay, flexible work options, a great corporate culture, comprehensive and employee-focused benefits including virtual healthcare and a wellness platform as well as great savings programs, and a clear vision for the future.#WeAreWSPWhat you can expect to do here:Related to Communications and Directory services and infrastructure: Managing, monitoring, and maintenance of day-to-day activities to align with expected service levels. Performing routine and health maintenance. Managing upgrades & performance related activities. Identifying and correcting faults with services and infrastructure. Planning and execution of minor infrastructure moves, adds, changes, and disposals (IMACDs). Execution of business continuity tests. Oversight and support of all related service supplier and/or manufacturer activities. Proactive identification and resolution of issues before they affect service performance. Identifying any improvements that can improve service levels. Engaging in the problem management process. Technical peer review and approvals for all related changes. Support audit and compliance activities. Management and maintenance of related platforms. Ability to provide on-call support and extended working hours when called on and willingness to accept periodic rotation.What you'll bring to WSP:The ideal candidate would meet all, or most of the below criteria: Bachelor's degree in information technology, Computer Science, Engineering, or related field. At least 4-6 years relevant and practical experience in a AD/Messaging operations role. Vendor certifications not a requirement, proven practical experience preferred. Experience working in large/global enterprise IT with multiple distributed branch/campus sites. Experience of working within ITIL aligned Service Management organisation. Strong understanding of Active Directory architecture, components, and services, including domain controllers, DNS, and Active Directory Sites and Services. Proficiency in user and group management within Active Directory, including user account creation, group policy assignment, and security permissions. Familiarity with Active Directory replication, trusts, and domain migration processes. Experience with Group Policy management and troubleshooting, ensuring consistent configuration across the network. Knowledge of Active Directory security concepts, including authentication mechanisms, access controls, and secure administration practices. Understanding of Active Directory backup and recovery strategies, including system state backups and authoritative restores. In-depth knowledge and hands-on experience in administering and supporting Exchange (2010-2019) and Exchange Online. Understanding of email routing and mail flow concepts in a Hybrid Exchange environment. Ability to configure and troubleshoot connectors, transport rules, and message tracking. Proficiency in PowerShell scripting to automate administrative tasks and streamline Exchange operations. Must have a good understanding of Email Archive & Journaling, retention policies and legal hold. Must have a good comprehension of Email Security and Email Protection SPF, DKIM and DMARC Data Loss Prevention, RMS/IRM, Azure Information Protection (Classification-Labelling & Sensitive Information Types), Office 365 Message Encryption & Transport Rules. Proven experience as an M365 Technician or similar role, with practical knowledge of Microsoft 365 applications and services, including Teams, SharePoint, OneDrive, and Exchange Online. Familiarity with M365 administration and user management, including user accounts, licenses, and permissions. Understanding of M365 security features, compliance policies, and data protection concepts. Experience in configuring and customizing M365 applications and services to meet organizational requirements. Knowledge of incident and problem management processes and tools for timely resolution of M365-related issues. Strong analytical and problem-solving skills, with the ability to diagnose and resolve technical problems in the M365 environment. Strong knowledge of SharePoint and SharePoint Online.SKILLS/ COMPETENCIES/ OTHER REQUIREMENTS Excellent written and spoken English. Ability to work with minimal direction and little supervision. Strong organizational and project management skills, with excellent documentation abilities. Excellent analytical and diagnostic problem-solving skills with the ability of providing solutions to identified problems. Demonstrated experience in understanding and demonstrating compliance with information security requirements. Knowledge and experience in performing information security practices in the management and delivery of infrastructure and operations.WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments.We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future.At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations.Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits).WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.WSP is committed to the principles of employment equity. Only the candidates selected will be contacted.WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Senior Manager, Transfer Pricing
BDO Canada, Montreal, QC
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 OpportunityOur Montreal office is looking for a Senior Manager to join the Transfer Pricing practice and own the following responsibilities:Initiates strategic and commercial client contact, ensuring that all client needs are met, and that accounting development and fee growth followsMaintains relationships with clients at the highest level, accountable for more operational aspects of client’s engagement subject to varying levels of Partner involvement. Supporting client relationships may include travel to client sites throughout Canada and particularly Eastern CanadaPlans, scopes and directs complex client engagements and projects, determining assignment costs, resources and fees for Partner approvalTransfer Pricing assignments and projects typically involve delivering and supporting clients transfer pricing strategies. May include the preparation of supporting documents as required by local tax authorities and defending policies against government audit scrutinyAccountable to act as a Leader within the Firm, continually focused on employee engagementConducts formal project/team performance reviews and provides input to individual performance ratingsDevelops the capabilities of less experienced staff through coaching, knowledge transfer, internal training delivery, and assignment of challenging work opportunitiesHow do we define success for your role?You demonstrate BDO's core values through all aspects of your work: Integrity, Respect, and CollaborationYou understand your clients' industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality workYou identify, recommend, and are focused on effective service delivery to your clientsYou share in an inclusive and engaging work environment that develops, retains, and attracts talentYou actively participate in the adoption of digital tools and strategies to drive an innovative workplaceYou grow your expertise through learning and professional developmentYour experience and educationYou have your professional CPA designation, Law degree, Masters in Taxation or Masters/Doctorate in EconomicsYou have eight or more years of professional experience, part or all of which specializing within Transfer PricingYou have significant knowledge and expertise in Transfer PricingYou have a keen interested in Business DevelopmentYou have excellent communication skillsYou have the ability to lead team members remotely throughout CanadaWhy 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. #LI-AD#BDOCanadaTransferPricing
Senior project automation manager
Fed Manutech, Chambly, QC
Hello, I'm Rayan MERRIEN, FED ManuTech Recruitment Consultant, a specialist in temporary and permanent recruitment for the engineering and manufacturing professions. We're experts who speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Hello, I'm Rayan MERRIEN, FED ManuTech Recruitment Consultant, a specialist in temporary and permanent recruitment for the engineering and manufacturing professions.We're experts who speak your language.We are committed to supporting you throughout your job search and at every stage of your career.Your role We are looking for a manufacturing plant specializing in steel design located in Chambly, a Senior Automation Project Manager to be filled immediately. Position 40 hours/week Reporting to the projects supervisor, you are responsible for the following tasks: * Study the customer need to design an execution plan * Provide customers with quotes and technical explanations * Analyze problems and implement solutions * Set up the action plan and the project schedule * Respect the specifications and adapt it if necessary correction * Lead and design a multidisciplinary team during the realization of the project * Collaborating with the different departments * Budget monitoring * Apply corrective actions relating to a change or the evolution of the project * Write project reports * Other related taks in relation to the positionYour professional skills - Problem solving oriented - Attention to detail and rigor - Pedagogy and communication We are looking for a senior person able to use their technical skills acquired in automation, design and programming in the service of project management. Our ideal candidate likes collaboration and being of service. Your profile - 5 to 10 years' experience in mechanical design - Francophone profile - English professionnal - BAC electrical engineering or automated production - ING title from the Order of Engineers, mandatory - PMP, an asset - Experience in a manufacturing environment, mandatory - Experience in automation, mandatory (Rockwell, Allen-Bradley, Beckhoff) - Salary: $95k - $120k depending on experience - Full insurance paid at 90%, RRSP 6%, paid leave negotiable according to experience.
Client Success Specialist
Aon, Montreal, QC
Client Success SpecialistInterested in exploring something different while applying your existing insurance experience & knowledge? Thinking about joining an industry-leading, global organization for more growth? Then you won’t want to miss this opportunity to join Aon and our dynamic team! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look likeAs part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting the Commercial Risk division.Resolve basic inquiries associated with all aspects of Aon Client Services (ACS) service delivery (e.g. output delivery, basic invoice inquiries, etc.) and refer more complex inquiries to senior team members;Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, and any other ACS results;Perform vital activities or support sales & broking teams in initiating a renewal, processing an invoice, issuing auto IDs, issuing renewal and urgent certificates, initiating endorsements and processing other client requests;Seek assistance from team members when confronted with unfamiliar or complex processing transactions;Monitor and attend to requests via Polaris that require actions promptly;Ensure the system of record (Xpress) is accurate and current to ensure outputs and client results will be produced according to guidelines and policy details;Collaborate closely and be responsive to inquiries from outsourced providers to handle and ensure the timeliness and quality of outputs;Upload, index or attach documents in the Document Management System;Perform pre-renewal account review with the sales and broking team to meet client expectations related to timelines and to ensure accuracy of results (certificates, invoices, endorsements, etc.);Help colleagues troubleshoot and resolve basic client issues around ACS services;With assistance from sales and broking, address and complete special client projects;Participate in internal renewal meetings where required.How this opportunity is differentYour role as a Client Success Specialist embodies our company’s culture as Aon United, where we work as one team and where everyone is made to feel included. We are a caring and motivated team. Our focus is making sure our internal and external clients, as well as prospective clients, are being provided the utmost excellent and precise service, along with inheriting excellent relationships and bonds as we work closely with them in providing knowledge, professionalism and expertise.Finding a balance between personal growth and well-being is important to us. We provide our colleagues with empowering tools and training to build their skills and encourage them in growth opportunities. Skills and experience that will lead to successAt least 6 months of experience in the insurance industry is preferred; High attention to detail; Developed interpersonal and collaborative skills; Outstanding customer service;Good oral and written communication skills in both English and French, and ability to work in a team environmentProficiency with the MS Office suite. Post-secondary education in an insurance-related field or equivalent years of office experience is preferred; AMF license preferred or desire to obtain it; Working towards CAIB, CRM or CIP is considered an assetHow we support our colleaguesIn addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself.  We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.  Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.   We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-AM3#LI-HYBRID 2541566
Bilingual Service Support Specialist
ADP, Inc., Quebec City, QC
ADP is hiring a Service Support Specialist Are you looking to grow your career in a stable, dynamic environment with plenty of opportunities to progress? Are you a continuous learner who embraces ongoing training, development, and mentorship opportunities? Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights? If so, this may be an opportunity for you. Read on and decide for yourself. As a Service Support Specialist, you'll act as a technical resource to the client service team and ADP clients by supporting software, legislative and programming inquires. This role is multi-faceted as the Specialist may also acts as an escalation resource for CSR's and Managers during client conference calls and client visits, as well as coaching and organizational readiness for client service initiatives. Through their technical mentoring they coach and upskill new and existing associates on ADP programs and processes. To thrive in this role, you must be comfortable working in a metrics-driven environment. You are eager to learn and adapt well to change. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. A little about ADP: We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We serve over 1 million clients in 140 countries with over 63,000 associates worldwide. Thanks to the talent, commitment, and authenticity of our ADP associates around the world, we’ve earned accolades from some of the industry’s most respected thinkers for being one of the best places to work. To name a few, we have been recognized as a Greater Toronto’s Top Employer 2024 by Mediacorp Canada and a Best Workplace for Innovators by Fast Company. Learn more about diversity, equity, and inclusion at ADP on our YouTube channel: http://adp.careers/DEI_Videos Ready to #MakeYourMark? Apply now! To learn more about careers in Client Service at ADP, visit: https://jobs.adp.com/locations/canada/teams-roles/client-service/ What you’ll do: Responsibilities Act as a technical mentor to the client service associates analyze associate trends and determine knowledge gaps) ensuring feedback is provide to Managers where coaching or training is required Provide technical training to associates as needed. Escalation resources: assist management team with client escalations where required, and provide end-to-end service experience, following up with all parties involved. Support resources: Manager, CSR, client conference calls, attending client visits and taking complex projects works/issues which are above CSR capabilities. TO SUCCEED IN THIS ROLE: Required Qualifications Minimum 18 months ADP business experience Thorough knowledge of ADP/HR products & tools: Workforce Now Pay@Work, Payspecialist, PCPW Paytech / Autopay Mainframe s) Service@work Siebel ADPworks, LUMIN, SharePoint Ability to train/mentor associates Ability to provide feedback to associates/managers Working knowledge of Microsoft tools Excel, Word, PowerPoint, and Outlook) English/French Bilingualism is Mandatory *Quebec candidates: While French is required for Quebec-based roles, use of the English language is also required due to the global nature of the business and the need to interact with ADP’s headquarters and international sites. BONUS POINTS FOR THESE: Preferred Qualifications PCP Designation Payroll compliance legislation, Payroll fundamental 1 & 2, and Introduction to Accounting) Labour Cost, GL reporting Payroll Reversals Direct Connect Transmit Additional WFN modules considered a strong asset: Time & Attendance, Benefits, Performance, Compensation, Analytics, etc.Canadian Payroll Association CPA) certification is an asset PCP) Self-motivated/takes initiative and proven ability to work independently or in a team. Good coaching and mentoring and conflict resolution experience Demonstrated ability to multi-task, probe, analyze trends, problem solve complex issues and recommend appropriate course of action. Strong client focus consistent with Stellar Service Initiatives. Excellent interpersonal and follow-up skills Stays current on updates to ADP products & services Superior verbal and written communication skills Supportive of ADP's vision by demonstrating professionalism and maintaining confidentiality YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: Focus on your mental health and well-being. We take care of one another and offer support for your well-being… because healthy associates are happy ones. Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live. Knowledge to help you grow. Ongoing training and development opportunities and a tuition reimbursement program, for even the most insatiable learner. Innovate. Problem-solve. Shape the future of work with people you like. Balance work and personal time. Flexibility to integrate work more easily in your everyday life. Go Global. With operations around the world, exciting new networking opportunities abound. Belong by joining one of ten Business Resource Groups to connect globally with networks and allies who share common interests and experiences. What are you waiting for? Apply now! Jobs.adp.ca Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
Hardware Asset Management Specialist [OneIT]
WSP Canada, Montreal, QC
Position Summary The Hardware Asset Management Specialist will be responsible for hardware asset management lifecycle operational activities within the Hub and for ensuring Hub teams update and maintain assets in accordance with defined processes, operating procedures and policies. Job Responsibilities: Responsibilities of this role include (but are not limited to): Provide management of the Configuration Management Data Base (CMDB) to record and manage inventory details of hardware assets and the relationships of those assets to services (Configuration Items) throughout their lifecycle, to include reviewing dependencies and attribute mapping. Ensure procured and leased assets are maintained through Hub operational alignment to processes, standard operating procedures, and policies. Work in alignment with procurement to ensure timely ordering and delivery of assets to meet service levels and provide a positive user-experience, especially for onboarding and to ensure business productivity resulting from break/fix, (typically Task and/or Incident driven activity). Manage asset lifecycles by determining which assets have reached the end of life and need to be replaced (ensuring end-of-life hardware is returned). Execute refresh activity through established operational processes. Make sure asset disposals are executed according to the defined policies to meet security controls and compliance standards. Validate assets created through Advanced Shipping Notices in readiness to receive incoming deliveries and manage onward deployment. Perform verification and audit of CMDB content, compare hardware assets with actual inventory, initiate corrective actions and track through to completion. Work in alignment with projects for activities relating to facilities management (office open, move, close) to validate/adjust asset records and site information as necessary. Support the Change Enablement close-out process to ensure all assets have been updated prior to any Change being closed and corrections are made locally i.e., through Hub operations executing the Change. Through local governance and by preparing detailed audit information and operational metrics analysis, (using PowerBI dashboards as the single source of truth), highlight operational gaps and issues that require focus, ensure these are addressed as required in alignment with ITSM practices. Where processes and/or operating procedures may need adjusting to drive improvement, raise as required to ITSM Practices and provide feedback/inputs as necessary. Support transitional activities as operations are internalized and share Knowledge as required. Skills and Qualifications: Required A clear understanding of the ITIL framework and an ability to apply ITIL principles within an IT service management environment, ITIL qualification as standard. 4-6 years of experience working in an ITIL aligned operational role (Asset Management or similar). Solid knowledge and experience of ServiceNow. Enthusiasm and dedication to drive continual improvement and, or change. Excellent analytical and communication (both verbal and written) skills. Experience of working to (and exceeding) Service Level Agreements. Process orientated with a methodical and planned approach to achieving goals. Ability to quickly gain the confidence of the business and colleagues through building efficient working relationships and by exhibiting excellent communication and influencing skills. Be comfortable with ambiguity, thrive on change and engender a collaborative approach. Act as an advocate for the IT Organisation both externally and internally. Excellent written and spoken English is required, with additional competency in French or Spanish as an asset. Preferred Bachelor's degree in Information Technology or a related field. WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments.We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future.At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations.Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits).WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.WSP is committed to the principles of employment equity. Only the candidates selected will be contacted.WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Actuarial Configuration Specialist - Pension Administration
Aon, Montreal, QC
Actuarial Configuration Specialist - Pension AdministrationAre you an actuarial analyst who also has strong analytical and computer skills? Do you enjoy looking into the details and have a highly developed ability to apply all the capabilities of software tools? Are you looking to take part in long-term projects for leading Canadian plans? Then Aon has the opportunity you have been looking for! Aon is looking for a Configuration Specialist for our implementation team within pension administration. The team works closely with internal teams to implement and support solutions for clients. This is an excellent opportunity for a pension analyst looking to familiarize themselves with tools. This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisionsAt Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.What the day will look likeReview analysis documents and configure the system (using graphic user interface tools), to fix a system defect or complete a client request/changeComplete unit testing to ensure no major defects are in the calculated results. Determine if the configuration performs accurately, reflects requirements, and has zero negative impact on existing provisions (including regression testing analysis)Document defects when actual results do not meet expected resultsAnalyze issues/defects and debug the system when the configuration is not producing the expected results. Research issues to determine if the source of error is with the test data, test plan, expected results, or configurationResolve issues with test cases or with configuration and re-tests. Raise issues as appropriateCoordinate, manage and monitor activities related to system maintenanceLead all aspects of day-to-day work per prioritiesHow this opportunity is differentOur highly collaborative team drives innovation through ideas and implementation of solutions that allow an enhanced digital member experience and more efficient internal processing. You will have the ability to work on exciting projects which help redefine the Canadian pension administration services.Skills and experience that will lead to successThe Configuration Specialist is a detailed self-starter.Bachelor’s degree in computer science, math, or equivalent work experience in an analytical areaPension work experienceStrong computer skills (Excel, Word)Troubleshoot basic system defects and errors.Ability to interpret and understand requirements documentationAbility to communicate ideas in both technical and user-friendly languageUnderstand basic relational database concepts (e.g., table relationships, keys)Keen attention to detailBilingualism (English and French), highly desiredHow we support our colleaguesIn addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.  Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.  We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-AM3#LI-HYBRID  2542817
Mortgage Specialist
BMO, Brossard, QC
Application Deadline: 06/19/2024Address: 1005 boul du QuartierJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-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.