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Manager, Banking Operations
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. KPMG's Banking Advisory Practice helps organizations to develop efficient and effective operations to support strategic business objectives. We support our clients in identifying, quantifying, prioritizing and delivering the changes required to align their operating models to their financial targets and strategic objectives. This approach helps deliver timely improvements in performance and visibility, and control for long-term operating impact. We start with the big picture, before narrowing it to reflect our clients' most pressing concerns, focusing on continuously streamlining operations to unlock value, delivering bottom-line improvements and enhancing quality and service levels. Our Banking Advisory practice are seeking a Manager to strengthen our Banking offering in the Montreal office. We are looking for talented professionals like you, with a proven record for motivating teams and delivering exceptional, meaningful client service. What you will doAs a Manager in our Banking Advisory practice, you will use your strong business acumen and be a key member of a high performing team. You'll be learning from some of the best in the financial services industry and growing your personal skillset by : You will be at the forefront of our payment solutions ecosystem, leveraging your expertise to assess, capture, and translate intricate business issues into well-structured payment solutions. Your proficiency in both operational and technical domains will enable you to develop comprehensive work stream plans that drive impactful change. As a strategic project leader, you will take ownership of defining, orchestrating, and successfully delivering complex projects. Designing, building, launching, optimizing, and expanding full-stack payment solutions that precisely align with business requirements. Cultivate relationships with a diverse group of stakeholders. Serving as a subject matter expert, you will guide a diverse team of technology and project professionals during project implementation. Participate in requirement gathering workshops, you will gain a deep understanding of our clients' business needs. This insight will empower you to tailor functional solutions and product demonstrations that resonate with various stakeholders. In the pre-sales process, you will prepare compelling marketing materials such as presentations and demos to address potential customers' business requirements. Your expertise in showcasing the value of our solutions will drive new business opportunities. What you bring to the role A Bachelors' degree in a related discipline (may include undergraduate or postgraduate degree in Management/Business Administration, Engineering, Business Information/Technology, Finance, Public Administration, Data Sciences and Health Sciences) A minimum of 5 years of experience in c onsulting in banking services (Required). Experience in planning and tracking projects, comfortable to work with executive and C-suite clients and s uperior communication skills . Strong analytical and problem-solving skills with the ability to identify and define problems and develop creative solutions to address client requirements clearly and articulately. Proficient in Microsoft Excel and PowerPoint . Ability to work independently once provided with direction but have an affinity for teamwork and relationship building. Individuals who take deep personal accountability for their work, have a passion for excellence, driven to achieve their full potential and understand the value of building relationships with clients, future clients, their communities, the global firm and each other. Open to learn new things and dive deep into new industries and business functions. This position requires written and oral fluency in English because it involves interpretation and application of English standards, guidance, laws and regulations, servicing of English-speaking clients located across Canada and collaboration with English Speaking colleagues located outside of Quebec. 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 . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Manager Quantitative Analytics
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview TD Model Validation (MV) group is responsible for the independent validation and approval of analytical models used for risk, pricing, hedging, and capital evaluation for portfolio of financial products. This also includes validation of decision-making models, such as credit approval and behavioral scoring models. Job Details The successful candidate will be a member of the Non-Retail MV group covering both quantitative and qualitative models designed for Non-retail Credit Risk Capital and Allowance estimation and Non-retail Credit Risk and PPNR Stress Testing. The position reports to the Senior Manager, Non-Retail Model Validation group within MV. Detailed accountability includes:• Validate non-retail models including Credit Risk Parameters (i.e., PD, LGD and EAD) and allowance Models (i.e. IFRS 9 and CECL), and Credit Risk and PPNR stress testing models for the non-retail portfolios• Design and implement validation methodologies and standards. Ensure that the validation methodologies and standards are in line with industry best practice or address regulatory and audit requirements and/or findings in a timely manner.• Evaluate the conceptual soundness of the model methodology; Reasonability of assumptions and reliability of inputs; Suitability and comprehensiveness of performance metrics and risk measures associated with the use of the model.• Apply a variety of technical / statistical tests, modeling techniques and business insights to assess the model specification and performance.• Evaluate and implement external models used for benchmarking internal model performance. Participate in model selection and related due diligence activity.• Actively participate with business partners in internal data management to ensure data integrity and the completeness of data capture for model validation and development purpose, as well as meet regulatory requirements on data capture and retention.• Maintain/develop professional knowledge of techniques and developments in the field of quantitative analysis and share knowledge with business partners and senior management.The position involves working effectively with different internal partners such as the Model Development (MD) Group, Internal Audit, etc. Job Requirements • Robust quantitative skills with an advanced degree in one or more of the following areas: Financial Engineering, Mathematics, Statistics, Econometrics, Computer Science & Engineering• Proficiency in SAS and at least one of the following: R, MATLAB, Python, VBA• Ability to write complex SQL queries for data analysis• Familiarity with various modelling techniques and comfortable to conduct quantitative tests• Experience in model development or validation is required• Exposure or experience in credit risk modelling (e.g. AIRB parameter models, allowance models or credit risk stress testing models) for C&I/CRE portfolios is required• Good understanding of AIRB parameters and IFRS9 / CECL requirements and business acumen in macroeconomics and commercial / wholesale credit lending is an asset• Inquisitive nature, ability to ask the right questions and escalate issues. Risk & Control mindset• Good time management and multitasking skills with minimal supervision• Excellent ability to write comprehensive technical documents is required Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Manager, Data Reporting
Rogers, Toronto, ON
Manager, Data Reporting Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge technology. Interested? Take the next step and consider this opportunity to make a meaningful impact with Rogers Bank.The Manager, Data Reporting, is an instrumental part of the Enterpise Reporting and Analysis team for Rogers Bank (the "Bank"), a wholly-owned subsidiary of Rogers Communications Inc. The role is ideal for someone interested in joining an iconic Canadian brand with an entrepreneurial environment. The successful candidate will be someone who not only can help drive efficient delivering reporting and analysis across the Bank but can also build and maintain strong partnerships, understand and align activity with our strategic priorities, and influence, empower and engage a team to enable change and drive results.How You'll Succeed: You will lead, support, design, and create powerful reports, dashboards, or analysis using a variety of tools (e.g., Power BI, SQL etc) to help support fact-based decision making.The role will have lots of accountability in delivering and executing with excellence. Support, build and help manage internal data processes where needed. Manage and coordinate requirements from multiple functional stakeholders, providing recurring communication and status updates, and implementing process improvements where needed. Work closely with other cross-functional groups in support of delivering the required data needed to support fact-based decision making. Provide consulting and best practices on the use of the data, participate and represent the Bank Data Analytics team in on-going and new projects within Rogers Bank and/or RCI. We need someone who can... Engage partners - understand the business and anticipate needs; collaborate well Deliver quality - steer robust and meaningful outputs, with agility and attention to detail Interrogate the status quo - challenge existinghabits, ask why, and find a better way Influence and drive change - secure alignment across teams and leadership to ensure we are focusing on the right things, the right way Be enthusiastic - bring new and exciting modernization and superlative innovation to data and reportingWhat you'll have: A love of data and ability to learn about different data sources and subject areas in order to deliver on requirements Access and combine data across multiple sources to uncover insights and support various business initiatives and support ad-hoc requests/questions from executives and other key stakeholders Experience with data visualization and data automation are highly desirable. Strong data story telling capability by designing, developing, and implementing innovative analytical solutions Streamline and automate data procedures within the team to reduce manual process and improve overall efficiency Help manage the repository of all reporting assets including but not limited to developing scripts, documentation, user guides, process maps, etc. Strong written and verbal communication, presentation, client service and technical delivery skills, coupled with a strong interest in further developing and integrating operations with technology skills Strong technical skills in using a variety of tools to query, extract and manipulate data, including tools such as SQL and SAS.Additional experience in visualization tools using languages such as Power BI and Tableau is a must. Solid interpersonal and relationship-building skills and ability to work with cross functional groups to quickly establish credibility internally and to be seen as a partner to the business with deep expertise in analytics and reporting Knowledge of Rogers Communications data and/or banking industry experience is an asset 3 to 5+ years experience in data analytics & insights, data governance, database marketing University degree in business, marketing, finance, math, computer science, data analytics and visualization or related field As part of the recruitment process, the selected candidate will be required to complete a background check which includes credit and criminal checks. Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 1 Mount Pleasant (083), Toronto, ON Travel Requirements: None Posting Category/Function: Banking & Analytics Requisition ID: 301129 #LI-JC1At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BankLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Marketing Manager, Bank, Banking, Data Management, Database, Marketing, Finance, Data, Technology Apply now »
Manager, Credit Performance & Governance
Rogers, Toronto, ON
Manager, Credit Performance & Governance Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge technology. Interested? Take the next step and consider this opportunity to make a meaningful impact with Rogers Bank.As the Manager of Governance and Controls in Credit Operations, you will undertake a dual-faceted role. Your primary responsibility involves developing, overseeing, and ensuring the effective implementation of governance and control mechanisms within the department, ensuring compliance with both internal and external standards. This will offer you the unique opportunity to shape and define the governance and control framework from its inception. Additionally, you will play a crucial role in guiding business strategy by leveraging advanced analytics tools. Your analysis and insights will be key in informing strategic decisions, ensuring that operational strategies are not only compliant but also data-driven and aligned with evolving market and business trends. This combination of responsibilities positions you as a key player in both maintaining operational integrity and driving strategic innovation within Credit Operations.What You'll Do: Risk Management Framework Development: Lead the creation of a dynamic risk management framework, focusing on establishing, monitoring, and adapting baseline reporting metrics to mitigate risks in line with business and regulatory changes. Advanced Analytics for Decision Making: Utilize tools like SAS/SQL, Python for data-driven strategic decision-making, refining governance and control frameworks. Risk Assessment and Mitigation: Conduct regular assessments to identify and mitigate vulnerabilities within Credit Operations. Benchmarking and Compliance: Regularly update benchmarks for performance and compliance, ensuring alignment with industry best practices and regulatory standards. Policy Oversight and Strategic Liaison: Maintain compliance with credit policies and serve as a crucial link between Credit Collections and other departments. Strategic Integration and Collaboration: Partner with internal and external stakeholders to ensure alignment in policies. Operational Efficiency and Performance Monitoring: Oversee KPI tracking, assessing operational efficiency and the effectiveness of collection strategies, ensuring that strategies are data-driven and aligned with market realities. Training and Continuous Improvement: Lead training initiatives and regularly audit credit processes to identify and implement improvement opportunities. Ad Hoc Support: Provide responsive, expert support for a variety of ad hoc projects and requests. What You'll Bring: Core Skills: A Post-Secondary degree/diploma in Statistics, Math, Business, or a related field. Expertise in SAS/SQL, Python, and proficiency in Microsoft Office and data visualization tools (e.g., Power BI, Tableau). Minimum of 3 years in credit operations or risk management with experience in governance/control frameworks. At least 1 year of management experience in a banking or financial services environment. Strong analytical, problem-solving, and communication skills. Experience in performance analytics and forecasting (3-5 years). Leadership potential with collaborative abilities and strong presentation skills. Solid organizational skills, with attention to detail and the ability to be flexible and adaptable to a changing environment to provide results. Highly motivated and proactive individual, dedicated to follow-up/follow-through with little supervision. Ability to thrive in a fast-paced and rapidly evolving environment. This includes being flexible in response to changing priorities and able to quickly adapt to new challenges and opportunities. Desirable Skills: Experience in predictive modeling and statistical forecast models for credit or marketing. Familiarity with billing platforms (e.g., V21, SGI, Maestro). Experience with Experian's MarketSwitch Optimization software for strategic decision-making and optimization is a plus. As part of the recruitment process, the selected candidate will be required to complete a background check which includes credit and criminal checks. Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 333 Bloor Street East (012), Toronto, ON Travel Requirements: Up to 10% Posting Category/Function: Reporting and Analytics & Report Development Requisition ID: 301454 #LI-JC1At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BankLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Compliance, Bank, Banking, Risk Management, Performance Management, Legal, Finance, Human Resources Apply now »
Manager, Customer Insights & Reporting
BMO, Toronto, ON
Application Deadline: 05/09/2024Address:33 Dundas Street WestThe Manager, Customer Insights and Reporting is responsible for the development, production, and ownership of customer metrics and reporting across Personal banking.The individual will have an end-to-end project accountability. Beginning with understanding the business KPIs, they will leverage expertise in process design to determine an efficient and optimal process for delivering reporting results. Development will include structuring the data flow and setting up automation. Ownership will continue post-implementation and include investigations, improvements, and partner relations.Key AccountabilitiesAnalytic Capabilities & Critical ThinkingUnderstand business KPIs, and relevant drivers and factors that can help reach business objectives.Internalize and understand the larger context of customer data elements and leverage a strong awareness of how customer and account attributes intersect.Analyze large, complex datasets (from multiple sources both structured and unstructured) to drive insights and recommendations.Be a practitioner of data best practices including QA, stable design, code optimization, and automation techniques.Design and improve production and ad-hoc reporting processes with the goal of optimizing consumption and performance.Design and Delivery of Performance Reporting and DashboardsResponsible for performance measurement reporting and visualization that monitors overall and incremental impact of customer growth in quantity and quality.Lead the definition, creation and maintenance of standardized dashboards and performance reporting for Customer Insights and business partners.Refine design proposals in collaboration with various stakeholders in Personal banking.Apply thoughtful consideration to the best way to present complex materials in a consumable way.Create new analyses and/or tools that deliver customer insights that enable business users to further their objectives.Leadership and Relationship ManagementWork collaboratively with other analytics teams and business subject matter experts to refine personal understanding and ensure consistency in reporting and design.Establish and communicate standards for accurate business requirement, technical specification and work process documentation associated with our metrics and reporting.Engage with business partners to ensure needs are met, update on delivery status, and provide transparency and clarity to results.Leverage consultative skills and knowledge of best-practices to provide guidance and consultative sessions with partners to share insights and recommendations rooted in data. Use these sessions to flag potential areas for deeper investigation, growth, or prioritization.Consult with and deliver results to partners within tight time constraints that consistently meet or exceed their expectations.Risk ManagementEnsure measurement reports meet governance and risk policies and identifying opportunities and solutions for continuous improvementsCross Functional RelationshipsThis job requires the incumbent to interact with the following groups and/or processes in BMO FG and relevant external stakeholders:Managers and Senior Managers of Line of Business including:Analytics Centre of Excellence and all associated teams withinCanadian P & C Product groupsCustomer MarketingNA ChannelsTechnology and OperationsP&C Distribution - Sales & Service Divisions and North American Contact CentresKnowledge & SkillsKnowledgeBS/BA in Commerce, Finance, Statistics, Quantitative methods, Math, Computer Science, Marketing, or similar.3+ years of applicable experience.Strong foundation in data and analysis.Ability to pull data from multiple sources and formulate comprehensive and actionable reportsStrong analytic and pattern recognition to connect causal factors and form hypotheses.SkillsExpert proficiency in SQL, Excel, PPT.Proficiency in SAS EG coding.Strong communication skills (verbal & written); ability to provide concise, clear reporting, actionable analysis and presentations.Ability to interact with all levels of end users and technical resources.Experience in data visualization preferred, including visualization software such as Power BI, Microsoft Reporting Services, Spotfire or Tableau.Creative problem-solving skillsA 'can-do' attitude and passion for analytics including the insight and value it can provide.Self-motivation and the capacity to work under pressure and tight deadlines.Proven ability to self-check work to ensure results are error-freeAbility to plan, organize and work on multiple tasks simultaneouslyTechnical experience working in analytical software, and business software (Excel, PowerPoint, Word)Grade:7Job 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.
Manager, ERM
Rogers, Toronto, ON
Manager, ERM Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge technology. Interested? Take the next step and consider this opportunity to make a meaningful impact with Rogers Bank.Reporting to the Sr. Manager, Enterprise Risk Management, as part of the Second Line of Defence, this position is responsible for managing Operational Risk related work in line with the Bank's Enterprise Risk Management frameworks.What you'll be doing: Monitor and provide ongoing support and advice to the First Line of Defence (FLD) on Operational risk to ensure compliance with the Bank's Enterprise Risk Management framework. Support the Bank ORM Framework by providing challenges and advice to the FLD on the following activities, including but not limited to: Adequacy, completeness and effectiveness of the Risk and Control Self-Assessments (RCSA) program; Effectiveness of testing of RCSA key controls and remediation of identified gaps and areas for improvement Reporting of operational risk events; including root-cause analysis and assessment of remediation plans Key Control Indicators and metrics and monitoring results and mitigation action(s) Risk assessment associated with change management activities, new products/services, systems and/or processes that can expose the Bank to incremental and/or new risks Track and report the performance of open issues to closure and confirm that issues are correctly and effectively addressed. Support the Bank's Third-Party Risk Management (TPRM) framework. As the subject matter expert, review, evaluate and challenge the onboarding, ongoing monitoring and annual review processes operating within the FLD to ensure compliance with the TPRM Policy and OSFI B-10 Guideline. Support the Bank's Technology and Cyber Risk Management framework. As the subject matter expert, review, evaluate and challenge the onboarding, ongoing monitoring and annual review processes operating within the FLD to ensure compliance with the Technology and Cyber Policies and OSFI B-13 Guideline. Work collaboratively within the Enterprise Risk Management team to execute Second Line of Defence (SLD) testing As needed, manage and deliver selected project initiatives to enhance the overall Bank's Enterprise Risk Management framework. What you have: Degree in business or related discipline. MBA, CA, or other professional-related qualifications would be an asset. More than 3 years of experience in Operational Risk Management and Compliance, or Internal Audit. Deep Bank-industry knowledge, experienced in how independent risk functions work with business. Significant knowledge of regulatory requirements and best practices regarding the internal audit, operational risk and compliance practices, and internal control frameworks and risk standards, such as COSO and ISO. Ability to work in small teams with commitment and engagement, like an actual owner and hands-on partner. Highly developed analytical skills, with attention to detail. Ability to transform overarching objectives into an executable plan, identifying and removing barriers to success. Ability to communicate effectively at all levels of the organization with an open, honest and direct communication style. Advanced level in Microsoft Office As part of the recruitment process, the selected candidate will be required to complete a background check which includes credit and criminal checks. Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 1 Mount Pleasant (083), Toronto, ON Travel Requirements: None Posting Category/Function: Banking & Compliance Requisition ID: 304544 #LI-JC1At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BankLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Risk Management, Internal Audit, Bank, Banking, Compliance, Finance, Legal Apply now »
Manager Finance Performance Management
BMO, Toronto, ON
Application Deadline: 04/21/2024Address:33 Dundas Street WestOur ideal candidate has exceptional Excel skills, experience in a financial institution (knowledge of banking products), FTP (funds transfer pricing) and holds either a CPA, CFA or MBA.Develops detailed financial and economic analysis to assist the designated business portfolio with decision support. Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio. Supports the monitoring and management of financial performance against plans, forecasts, initiatives, and objectives. Generates information and insights that support key business decisions to drive value (e.g., revenue growth, resource allocation, balance sheet optimization, etc.)Strong understanding of banking products and how they are transfer priced.Knowledge of net interest margin (NIM) and its key drivers.Manage the development and continuous improvement of margin reporting and analysis to enable margin analysis at product level.Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets.Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives/strategic business decisions.Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.g., revenue, balance sheet, capital, etc.).Determines the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans.Assesses reasonableness of business cases and performs due diligence during Investment reviews and approvals processes.Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations.Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and/or streamlined reporting.Acts as a trusted financial advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Identifies emerging issues and trends to inform decision-making e.g., economics, treasury, competitor information.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Advanced excel , power point & power BIVerbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job 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.
Manager - Private Enterprise Core Services
KPMG, Winnipeg, MB
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. Are you a talented and proven leader who motivates teams and provides exceptional customer service? We are looking for Managers to join our dynamic team. Our teams of professionals help our clients' manage risk so they can focus on their core business. By intimately understanding each client's business, we convert information into insights to uncover hidden opportunities to improve client efficiency and performance. KPMG Enterprise is looking for a well-rounded experienced Manager/Senior Manager to join our growing group in Winnipeg. In this role, you will work directly with clients, staff and partners to deliver non-audit assurance, accounting and tax services for private clients. The ideal candidate will have public practice experience working with private companies, strong technical accounting skills and tax knowledge. What you will do Manage and Review Compilation of Financial Statement Engagements, Review Engagements and Tax Compliance Engagements including corporate, personal, partnership and trust returns for private clients; Apply knowledge of Accounting Standards for Private Enterprises (ASPE); Accept accountability for overall engagement completion and ensure all deadlines are communicated and met both internally with staff and partners and externally with clients; Assist partners in client receivables and billings; Apply professional judgment when making non-routine decisions and seek guidance where appropriate; Identify and analyze client needs and provide comprehensive solutions and advice; Provide exceptional service to our clients and foster excellent relationships as a trusted private company business advisor; Meet with clients to review results and deliver final report; Develop a thorough understanding of firm services, businesses and industry through experiential learning; Manage and lead engagement teams effectively; Train and develop junior staff as a mentor; Act as a Performance Manager to staff. What you bring to the role Qualified CPA with experience working in a management role (minimum number of 2 years as a manager) in an Assurance and Tax environment in a public practice firm; Strong technical accounting and tax knowledge; Experience working with private companies of all sizes; Strong project management skills with a demonstrated ability to manage time and adhere to strict deadlines and budget; Superior interpersonal skills and leadership skills with a commitment to mentoring; Demonstrate ability to develop a positive rapport with clients and develop business relationships with clients to understand their needs and execute plans to meet their objectives. Keys to your success: KPMG individuals Deliver Impact | Seek Growth | Inspire Trust and understand that a diverse workforce enables us to deepen relationships and strengthen our business. 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 . #LI-HYBRID 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 . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Manager, Customer Experience
TD, Kirkland Lake, ON
Hours 37.5 Workplace Model Onsite Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long- lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers and small businesses achieve their financial goals. We are looking for brand champions, relationship builders, and leading professionals with an understanding of market and economic trends that can build legendary customer experiences. Join TD Canada Trust and think like a customer, act like an owner, innovate with purpose and execute with an impact. Job Details Is it fun for you to connect with people from different walks of life and make lasting connections? Do you thrive in providing dynamic leadership to ensure seamless and impactful customer experience? If so, then apply with us today for the position of Manager Customer Experience II and offer your expertise in creating meaningful and memorable customer experiences. In this role, you would: • Mentor a team by showcasing exceptional experiences in every customer interaction and achieving operational excellence, and personal development objectives • Meet customer demands and compliance requirements by maintaining employee scheduling and ensuring all policies, procedures and guidelines of conduct are followed • Collaborate with One TD partners to help all customers in a way that suit their needs best • Support the frontline staff in resolving complaints as per customer problem resolution guidelines; encourage senior team members to act as a point of escalation and take personal ownership as required • Coach the team on advice-giving and customer conversation strategies and tactics to improve and promote a legendary customer experience • Lead the team to monitor workflows, prioritize tasks and assign duties while resolving and improving operational issues • Administer complex daily branch administrative duties • Maintain customer facing areas of the branch as per premises, marketing, and regulatory guidelines • Lead a high performing team by providing ongoing performance feedback and ensuring their performance management activities are undertaken and completed • Help build a fair, positive and equitable environment by promoting team effectiveness, maintaining a positive attitude and improving knowledge of emerging industry trends and programs constantly Job Requirements • Undergraduate degree with over 3 years of relevant work experience • Sound knowledge of processes management, business and operational functions including banking solutions and concepts • Proficiency in software tools including MS Office, and internet application • Tactful and diplomatic communicator able to exchange ideas and information with customers, partners and management in a concise and logical way • A go-getter with strong organizational, planning and time management skills • A dynamic leader with strong influential skills to work expertly with customers and employees in a fast-paced work environment Additional Information #LI-Retail #IN-Retail Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Manager, Portfolio Management Group
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Wealth Sales & Service Address: 100 King Street West The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canadas Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Private Investment Counsel (BPIC)s philosophy, strategies and mandates. Key Accountabilities 1. Portfolio Administration and Implementation 2. Leadership & Team Effectiveness 3. Project Management 4. Risk Management & Control ACCOUNTABILITIES 1. Portfolio Administration and Implementation Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPICs discretionary accounts. Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request. Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks. Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints. Proactively liaise with the trading desk to enhance synergies. 2. Practice Management and Team Effectiveness Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios. Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues. Provide insight and share expertise with team members and colleagues in regards to BPICs investment platform and products. Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change. Provide feedback and support to the Regional Directors of Investments. 3. Project Management Assist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives. 4. Risk Management and Control Protect the Banks assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management. Knowledge and Skills Knowledge Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of relevant investment management experience in the 36-month period before applying for registration; or received the Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration) University degree CFA Charter or Canadian Investment Manager designation Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions. Skills Strong understanding of portfolio management principles and the regulatory environment. Ability to work in a fast-paced environment Excellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing) Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiative Strong ability to work independently and as part of a team Strong understanding of financial markets, investment products and familiarity with taxation issues. Strong understanding of the regulatory environment Strong technical skills and exposure to portfolio management and trading (Charles River CRIMS and CRE) and book of record software (FIS Global Plus) is an asset. Strong computer skills: MS Office, MS Outlook, Bloomberg is an asset. Job Category: Individual Contributor / Collaborateur Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Manager - Private Enterprise Core Services
KPMG, Saskatoon, SK
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. Are you a talented and proven leader who motivates teams and provides exceptional customer service? We are looking for Managers to join our dynamic team. Our teams of professionals help our clients' manage risk so they can focus on their core business. By intimately understanding each client's business, we convert information into insights to uncover hidden opportunities to improve client efficiency and performance. KPMG Enterprise is looking for a well-rounded experienced Manager/Senior Manager to join our growing group in Winnipeg. In this role, you will work directly with clients, staff and partners to deliver non-audit assurance, accounting and tax services for private clients. The ideal candidate will have public practice experience working with private companies, strong technical accounting skills and tax knowledge. What you will do Manage and Review Compilation of Financial Statement Engagements, Review Engagements and Tax Compliance Engagements including corporate, personal, partnership and trust returns for private clients; Apply knowledge of Accounting Standards for Private Enterprises (ASPE); Accept accountability for overall engagement completion and ensure all deadlines are communicated and met both internally with staff and partners and externally with clients; Assist partners in client receivables and billings; Apply professional judgment when making non-routine decisions and seek guidance where appropriate; Identify and analyze client needs and provide comprehensive solutions and advice; Provide exceptional service to our clients and foster excellent relationships as a trusted private company business advisor; Meet with clients to review results and deliver final report; Develop a thorough understanding of firm services, businesses and industry through experiential learning; Manage and lead engagement teams effectively; Train and develop junior staff as a mentor; Act as a Performance Manager to staff. What you bring to the role Qualified CPA with experience working in a management role (minimum number of 2 years as a manager) in an Assurance and Tax environment in a public practice firm; Strong technical accounting and tax knowledge; Experience working with private companies of all sizes; Strong project management skills with a demonstrated ability to manage time and adhere to strict deadlines and budget; Superior interpersonal skills and leadership skills with a commitment to mentoring; Demonstrate ability to develop a positive rapport with clients and develop business relationships with clients to understand their needs and execute plans to meet their objectives. 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 . #LI-HYBRID 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 . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Manager Commercial Credit Risk Policy
BMO, Toronto, ON
Application Deadline: 05/30/2024Address:VIRTUAL59 - HomeRes - ON - BMORegulatory Reviews:Support Regulatory review submissions/responses as assignedSupport and/or provide risk oversight over required updates to Second Line Directives as a result of any review findingsOther:Support other projects/initiatives as and when arise that impact Credit Risk policies eg acquisitions, regulatory changesSupport team administration requirements such as system updates and exception reporting updates regarding policy elevations and exceptions, maintain team procedures, etc.Provides subject matter expertise in the analysis, development, approval process, issuance and communication of Risk policy frameworks in alignment with standards. Writes, publishes and maintains policy documentation to achieve the desired business results and support corporate, compliance and/or regulatory requirements. Includes guidelines, standards, directives, operating procedures, and related documentation.Acts as a trusted advisor for the designated group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Analyzes the impact of projects related to compliance, transformation, system upgrades etc. on policies and procedures. Assesses and reports the impact of changes to stakeholders.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Assists in preparing materials required for Audits and Regulatory Exams.Assists in obtaining required approval processes when implementing any changes.Provides input into the planning and implementation of operational programs.Creates, implements and sustains the guidelines, standard, operating procedures and other documentation.Initiates and coordinates review processes among stakeholders.Identifies and eliminates gaps in current state of policies and procedural documentation.Reviews documentation on a timely basis to ensure they are up to date, accurate and complete.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.In-depth knowledge of risk management, audit, compliance, and / or governance policy management.In-depth knowledge of business and regulatory environment.Deep knowledge and technical proficiency gained through extensive education and business experience.Broad knowledge of re-engineering concepts.Proven experience in Visio & Adobe.Demonstrated experience with SharePoint database application, execution, modification, maintenance and troubleshooting.Project management skills - in-depth.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job 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.
Manager, Everyday Banking Program Delivery
BMO, Toronto, ON
Application Deadline: 04/14/2024Address:33 Dundas Street WestWe're focused on building solutions that help our customers make real financial progress with differentiated products, services, offers and experiences and you could be part of it. Drawing from a foundational understanding of customer behaviour and expectations, you will help design, develop, and launch new products and services that deliver leading experiences for our customers and in turn, new revenue for the business. As Manager, Everyday Banking Program Delivery, you will bring a diverse set of solutions to market by leading the end-to-end build in collaboration with a broad cross-functional team. Key Accountabilities:Banking and Product Domain Expertise Understands 'multi-channel' retail banking and how products present opportunities to transform (e.g., industry, customer expectations, regulatory shifts, technology shifts, competitor shifts)Participates in and evaluates customer / consumer insights and channel information, market research and competitive analysis associated with assigned programs, products/servicesRecommends self serve and assisted channel solutions for a portfolio of banking products based on analysis of opportunities, issues and implications for the businessDesigns, develops, and launches new or enhanced products and services end to end through the program delivery lifecycleCustomer Experience (Multi-channel) Leverages a deep understanding of the customer to drive problem definition spaceUnderstands principles of design thinking and how to interpret qualitative and quantitative feedback and how it informs designUses data and design principles within a design system frameworkPrioritizes according to customer needs in design solutionsStrategic Planning Assists in the development of strategic plansIdentifies emerging issues and trends to support decision-makingAble to define goals, the path to achieve goals and the trade-offs implied by those choicesForesees the long-range consequences or implications of different optionsGrooms a 'backlog' with the strategy in mind; can connect work to the broader strategic priorities of the company (LOB strategies; channel strategies)Ability to explain a 'backlog' within a strategic framework; able to defend choices and explain whyTechnical System Depth / Expertise Provides recommendations on products in the context of the delivery lifecycle (e.g., SDLC)Maintains current knowledge of core product systems and enabling technology architecture, including market trends and the evolution of technologyHas a working understanding of the solution design and internal system constraintsProvides specialized consulting, analytical and some technical supportLeading Cross-Functional Teams Able to lead through influence in partnership with stakeholders to drive an outcomeAble to mobilize a team through empowermentBrings a track record of delivery of high-impact product / service experiencesManages vendor relationships and external partnershipsData Driven Decision-Making Monitors key product performance and growth metrics to identify trends and potential actionsUses data to drive prioritization / 'backlog' decisions and able to articulate value to customer and the BankBreaks down strategic problems, and analyses data and information to provide customer experience insights and recommendationsInforms business cases and assists with strategic roadmaps for banking products and services, including project and budget approvalsStakeholder Management Delivers clear, effective communication and takes responsibility for understanding othersFosters co-operation, collaboration, and communication to facilitate consensus and accomplish tasksWorks with partners to smoothly manage and sustain change as new solutions are deliveredRisk Management Able to effectively partner with Corporate Support Areas to effectively manage risk in Waterfall and Agile frameworksChallenges assumptions in risk decisions and ways of workingHelps to define and ensure risk management controls and processes are implementedLeads the definition and implementation of solution requirements to ensure they accurately reflect business requirements and systems functionalityQualifications:Knowledge Prior experience developing and delivering high-impact product / service experiencesPrior business and product management experience including product design, profit/loss, functionality, industry and regulatory requirementsIn-depth retail banking environmental awareness / understanding with a multi-channel lens, particularly digital & emergingUnderstanding of core product systems and enabling technology architecture; the evolution of technology Understanding of principles of design thinking and how to interpret qualitative and quantitative feedback and how it informs design Analytical and financial acumen to develop fact-based business cases and inform decision makingExperience leading and delivering complex projects within tight timelines using both waterfall and agile frameworksStrong external focus with ability to synthesize trends and keep pace in highly changing retail banking businessSkills Strong collaborator who is not afraid to speak up Exceptional communications skills - both written and verbal Drives results Customer-first mindset Ability to influence without direct authority Comfortable with ambiguity Grade:7Job 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.
Banking Advisor
RBC, Drayton Valley, AB
Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether youre demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.What will you do?Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunitiesFocus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain businessRespond to client-initiated contact, assisting them with a full range of financial transactionsActively listen and engage clients in conversation to further understand their individual needsProactively take ownership of resolving and preventing client banking problemsCultivate and maintain relationships with partners to make the most of business opportunities and referralsWhat do you need to succeed?Must-haveMutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environmentProblem-solving and people skills, with the ability to build strong relationships and proactively connect with clientsFlexibility, eagerness to learn, strong personal ethics, and a hunger for successDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Availabilityto workall open business hours Nice-to-haveTrack record in building rapport and maintaining client relationships within the financial or service industryWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefitsContinued opportunities for career advancementWorld-class sales training, coaching, and development opportunitiesSupport from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and trainingOpportunity to achieve great success and grow your career with RBCRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.Job SkillsAdvice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job DetailsAddress:5001 51 AVE:DRAYTON VALLEYCity:DRAYTON VALLEYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-03-22Application Deadline:2024-04-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Manager, Personal and Commercial Banking Anti Money Laundering Governance
BMO, Toronto, ON
Application Deadline: 04/11/2024Address: 100 King Street WestJob Family Group:Audit, Risk & ComplianceProvides oversight, analysis, subject matter expertise and review of key policies, procedures, and reporting related to financial crime risks for Personal and Commercial Banking Anti-Money Laundering Requirements. Implements and monitors risk management framework, governance framework, and practices leveraged across BMO to manage AML, TF & Sanctions risks. The Manager will work with stakeholders to provide insights and recommendations to key AML controls, data, metrics, trends, monitoring, and policies and procedures. The Manager will work with different Operating Groups and Lines of Business to ensure alignment across the enterprise and apply critical thinking to make strategic decisions. This includes managing and analyzing identified issues and trends, project engagement across all areas of Personal and Commercial Banking and ensuring adherence to AML established service levels, compliance standards, and practices. Will work with stakeholders to implement the methodology, metrics and program standards and ensure appropriate visibility and assessment is completed pertaining to key identified AML controls and control output.Acts as a trusted advisor to Personal and Commercial Banking Canada.Guides/assists in the identification and classification of issues; recommends action plans and provides oversight of issue management and completion.Recommends and implements solutions based on issue analysis and business implications.Influences and negotiates with stakeholders to achieve business objectives.Assists leadership and business in determining priorities, development, and execution of strategic plans.Identifies emerging issues and trends that may be complex in nature and requires AML/ATF subject matter expertise, including (but not exclusive to) complex reviews of business artifacts, customer and transaction data and technology requirements.Research existing or emerging requirements & related best practices to assist and develops recommendations for changes/enhancements.Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks.Provides insights and recommendations, including through formal verbal and written mediums. Drafts reports, communications and presentations that are concise and clear, articulating critical analysis of identified issues/trends or escalations such that they are well understood, unambiguous and actionable.Conducts independent analysis and assessment to resolve strategic issues.Leads the development and maintenance of the governance system and framework as well as the review and analysis of key control outputs, trends with supporting documentation.Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.Represents the risk program / governance structure during internal/external regulatory audits and/or examinations.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Assesses education and training needs for the business and assists to develop and deliver training.Leads and integrates the monitoring, measurement & reporting on the status of the financial crime risk governance program to internal & external stakeholders.Includes communication with key stakeholders on actionable results of critical analysis of key controls and trends impacting Personal and Commercial Banking.Leads the management of governance meetings and maintenance of governing body mandates, oversight, and approval guidelines.May provide specialized support for other internal and external regulatory requirements.Provides input into the planning and implementation of ongoing operational programs in support of the financial crime risk framework.Leads/participates in the design, implementation, and management of core business/group processes.Administers and maintains financial crime risk program activities in adherence to all policies, procedures, and established processes.Identifies potential risk situations/ impacts, and make recommendations or escalates to the manager, as per guidelines.Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.Builds effective relationships with internal/external stakeholders e.g., business stakeholders and Corporate Support Areas (CSAs) in providing 'second line of defense' financial crime risk management support.Analyzes data and information to provide insights and recommendations; includes identification of risk impacts for new processes and workflows related to initiatives.Maintains tools and templates for financial crime risk programs (e.g., AML Legislative Compliance Program), as required.Act as first point of contact for incoming business queries related to AML. Provide effective challenge to problem statements and potential solutions.Provide guidance and recommendations to the business in consideration of the PCMLTFR, Enterprise AML Program, and business polices and risk appetite by maintaining a risk-based approach.Work with stakeholders and use in depth business knowledge and data of its customers, channels, and products to appropriately conduct risk assessments.Work collaboratively with leadership and the team to create efficiencies and identify opportunities to increase productivity.Able to work independently and with agility to change course and demonstrate strong risk management in a rapidly changing regulatory environment. Able to maintain Satisfactory Audit Results by working with key stakeholders and business in identifying any program gaps and completion of BAU activities.Manage and support downstream impacts to AML Program requirements due to changes and new guidance introduced BMO Compliance.Able to take initiative in identifying opportunities to get exposure to new challenges and different work streams to gain further knowledge and understanding of overall AML Risk and its impact at the enterprise level.Demonstrate leadership to ensure AMLO P&BB team serves as key leading stakeholders in model development, change review, and strategic priorities; ensuring team SME is leveraged in any model related decisions and changes as it pertains to second line oversight and challenge.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.In-depth knowledge of financial crime risk management practices.In-depth knowledge of the designated business / product portfolio.In-depth knowledge of regulatory requirements.In-depth knowledge of quantitative techniques and economic capital methodologies.In-depth knowledge & experience with risk policy frameworks; quality control / testing frameworks.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$68,000.00 - $126,000.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Manager, Salesforce Technical Consulting - Financial Services
Salesforce, Bangalore, Any, India
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer SuccessJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. Role overview: Salesforce is currently seeking a Manager, Technical Consulting (Financial Services) to join our Global Delivery Centre (GDC) team. Our Manager and technical Consulting role plays a significant part in managing, training, and building the careers of our technical consulting team. We are key players in this objective, as they can use Industry Cloud functionality to deliver customer requirements quickly with minimal customization. In addition to people leadership, career coaching, and project oversight responsibilities for the team, you will build our Financial Services practice by leading internal initiatives, contributing to the technical practice business plan, developing methodology, creating team enablement, onboarding new architects, and recruiting to build the team. This role is 50% billable and in addition to team leadership, you will work with our customers and partners as a technical architect to solve critically important business challenges using Salesforce's Financial Services Cloud . Salesforce Professional Services - Global Delivery Centre (GDC) focuses on delivering strategic engagements that define transformational opportunities and execution of change programs. We are the trusted delivery partner for Salesforce Professional Services that ensures end-to-end multi-cloud delivery capabilities across all Salesforce technologies and scales with agility for successful customer outcomes! We at GDC strive to foster growth & innovation and enable Salesforce Professional Services with a focus on performance, productivity & impact. Responsibilities: You'll have up to 15 direct reports under your scope of responsibility. You will be required to deliver technical work (as a technical architect) on Financial Services domain projects at 50% utilization and balance that with leading your team of Technical Consultants. You'll be responsible for hiring, training, and mentoring our Technical Consultants on Financial Services so they can implement successfully in turning the program design of our Solution Architects and Technical Architects into the highest-quality solutions that meet the customers' needs. Serve as a trusted advisor to the client, guiding customers and colleagues in rationalizing and deploying emerging technologies that drive increased business value Identify and lead internal critical initiatives to grow the Financial Services consulting practice; serving as an active contributor to the community's overall knowledge base and expertise Work closely on projects with Delivery Managers, Solution Architects, and directly with clients to architect technology solutions to meet client needs Lead Enterprise Architecture and Governance for enterprise-level customer engagement. Serve as a trusted advisor to the client driving conversations with their Enterprise Architects and business partners that shape the architectural vision, and establish a program architectural roadmap. Lead functional and technical workshops. Demonstrate leadership skills in designing, delivering, testing, and deploying. Lead a project team of developers focused on driving optimized solutions for our FSC clients leveraging Salesforce Financial Services Cloud, Service Cloud, Sales Cloud, and Experience Cloud Ensure the success of these teams while securing the highest CSAT and business outcomes Manage customer expectations; negotiate solutions to complex problems with both the customer and third-party partners Establish trust with the customer's leadership, promoting and/or implementing standard processes with SFI and Salesforce Highlight and manage risk areas in the solution in a proactive manner, and commit to seeing an issue through to completion Minimum Requirements: 15+ years of experience leading Salesforce technical consulting projects and handling individual contributors. 5+ years of people management experience Strong application design skills combined with strong data, integration, and security architecture skills Expertise in one or multiples of → Salesforce Financial Services Cloud (FSC), Sales/Service/Experience Cloud, and Vlocity OmniStudio Expertise in one or multiple domains of → Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset Management Integration Architecture (Must have) Platform Security (Must have) Identity and Access Management / Integration Security Sharing and Visibility (Must have) Data Architecture and Management (Must have) Architectural Design Patterns Apex Design Patterns (Must Have) Salesforce/Apex, Triggers, Lightning Flows, Lightning, LWC, and experience with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others) Proficiency in English Preferred Requirements: Salesforce Certification Preferred (Admin, Developer, Sales, and Service Clouds, Application Architect) OmniStudio Developer/Consultant Thorough individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies Strong communication skills, both written and verbal. Able to effectively develop materials that are appropriate for the audience A great listener with the ability to communicate with people in diverse roles Proven ability to analyze, design, and optimize business processes via technology and integration Resourceful and innovative thinker who can work through and solve problems Adept at navigating/mediating conflict and fostering healthy dialogue Strong interpersonal skills - nurture effective working relationships with others Exceptional analytical skills - experience overseeing and managing business metrics, productivity, and outcomes Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 04/02/2024 03:14 PM
Manager, Customer Insights & Reporting
BMO Financial Group, Toronto, ON
Application Deadline: 04/29/2024 Address: 33 Dundas Street West Job Family Group: Data Analytics & Reporting The Manager, Customer Insights and Reporting is responsible for the development, production, and ownership of customer metrics and reporting across Personal banking. The individual will have an end-to-end project accountability. Beginning with understanding the business KPIs, they will leverage expertise in process design to determine an efficient and optimal process for delivering reporting results. Development will include structuring the data flow and setting up automation. Ownership will continue post-implementation and include investigations, improvements, and partner relations. Key Accountabilities Analytic Capabilities & Critical Thinking Understand business KPIs, and relevant drivers and factors that can help reach business objectives. Internalize and understand the larger context of customer data elements and leverage a strong awareness of how customer and account attributes intersect. Analyze large, complex datasets (from multiple sources both structured and unstructured) to drive insights and recommendations. Be a practitioner of data best practices including QA, stable design, code optimization, and automation techniques. Design and improve production and ad-hoc reporting processes with the goal of optimizing consumption and performance. Design and Delivery of Performance Reporting and Dashboards Responsible for performance measurement reporting and visualization that monitors overall and incremental impact of customer growth in quantity and quality. Lead the definition, creation and maintenance of standardized dashboards and performance reporting for Customer Insights and business partners. Refine design proposals in collaboration with various stakeholders in Personal banking. Apply thoughtful consideration to the best way to present complex materials in a consumable way. Create new analyses and/or tools that deliver customer insights that enable business users to further their objectives. Leadership and Relationship Management Work collaboratively with other analytics teams and business subject matter experts to refine personal understanding and ensure consistency in reporting and design. Establish and communicate standards for accurate business requirement, technical specification and work process documentation associated with our metrics and reporting. Engage with business partners to ensure needs are met, update on delivery status, and provide transparency and clarity to results. Leverage consultative skills and knowledge of best-practices to provide guidance and consultative sessions with partners to share insights and recommendations rooted in data. Use these sessions to flag potential areas for deeper investigation, growth, or prioritization. Consult with and deliver results to partners within tight time constraints that consistently meet or exceed their expectations. Risk Management Ensure measurement reports meet governance and risk policies and identifying opportunities and solutions for continuous improvements Cross Functional Relationships This job requires the incumbent to interact with the following groups and/or processes in BMO FG and relevant external stakeholders: Managers and Senior Managers of Line of Business including: Analytics Centre of Excellence and all associated teams within Canadian P & C Product groups Customer Marketing NA Channels Technology and Operations P&C Distribution - Sales & Service Divisions and North American Contact Centres Knowledge & Skills Knowledge BS/BA in Commerce, Finance, Statistics, Quantitative methods, Math, Computer Science, Marketing, or similar. 3+ years of applicable experience. Strong foundation in data and analysis. Ability to pull data from multiple sources and formulate comprehensive and actionable reports Strong analytic and pattern recognition to connect causal factors and form hypotheses. Skills Expert proficiency in SQL, Excel, PPT. Proficiency in SAS EG coding. Strong communication skills (verbal & written); ability to provide concise, clear reporting, actionable analysis and presentations. Ability to interact with all levels of end users and technical resources. Experience in data visualization preferred, including visualization software such as Power BI, Microsoft Reporting Services, Spotfire or Tableau. Creative problem-solving skills A can-do attitude and passion for analytics including the insight and value it can provide. Self-motivation and the capacity to work under pressure and tight deadlines. Proven ability to self-check work to ensure results are error-free Ability to plan, organize and work on multiple tasks simultaneously Technical experience working in analytical software, and business software (Excel, PowerPoint, Word) Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Manager of Software Engineering - Oracle Reveleus, & PLSQL
JPMorgan Chase, Bengaluru, Any, India
This is your chance to change the path of your career and guide multiple teams to success at one of the world's leading financial institutions.As a Manager of Software Engineering at JPMorgan Chase within the Finance technology - Regulatory Reporting team, you lead multiple teams and manage day-to-day implementation activities by identifying and escalating issues and ensuring your team's work adheres to compliance standards, business requirements, and tactical best practices. Job responsibilities Drive implementation of best practice software development processes, including Agile development, shorter development cycles, continuous integration, and test automation. Provides guidance to immediate team of software engineers on daily tasks and activities Sets the overall guidance and expectations for team output, practices, and collaboration Anticipates dependencies with other teams to deliver products and applications in line with business requirements Manages stakeholder relationships and the team's work in accordance with compliance standards, service level agreements, and business requirements Creates a culture of diversity, equity, inclusion, and respect for the team members and prioritizes diverse representation Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 5+ years applied experience in Oracle Reveleus, & PLSQL. In addition, should have demonstrated coaching and mentoring e xperience in managing technologists Experience leading technology projects Knowledge of application, data and infrastructure architecture disciplines Proficiency and exposure to technology stack like Python, PLSQL, Jules, Github etc Experience with Agile methodology (SCRUM, LEAN) Experience implementing vendor software packages and managing vendor relationships Proficient in automation and continuous delivery methods Proficient in all aspects of the Software Development Life Cycle Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security In-depth knowledge of the financial services industry and their IT systems Practical cloud native experience Preferred qualifications, capabilities, and skills Experience working at code level Understanding of financial control and budget management Experience of leading a team of 6-10 associates About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamOur professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.Salary: . Date posted: 04/05/2024 10:25 PM
Manager, ERM
Rogers, Toronto, ON
Manager, ERM Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge technology. Interested? Take the next step and consider this opportunity to make a meaningful impact with Rogers Bank.Reporting to the Sr. Manager, Enterprise Risk Management, as part of the Second Line of Defence, this position is responsible for managing Operational Risk related work in line with the Bank's Enterprise Risk Management frameworks.What you'll be doing: Monitor and provide ongoing support and advice to the First Line of Defence (FLD) on Operational risk to ensure compliance with the Bank's Enterprise Risk Management framework. Support the Bank ORM Framework by providing challenges and advice to the FLD on the following activities, including but not limited to: Adequacy, completeness and effectiveness of the Risk and Control Self-Assessments (RCSA) program; Effectiveness of testing of RCSA key controls and remediation of identified gaps and areas for improvement Reporting of operational risk events; including root-cause analysis and assessment of remediation plans Key Control Indicators and metrics and monitoring results and mitigation action(s) Risk assessment associated with change management activities, new products/services, systems and/or processes that can expose the Bank to incremental and/or new risks Track and report the performance of open issues to closure and confirm that issues are correctly and effectively addressed. Support the Bank's Third-Party Risk Management (TPRM) framework. As the subject matter expert, review, evaluate and challenge the onboarding, ongoing monitoring and annual review processes operating within the FLD to ensure compliance with the TPRM Policy and OSFI B-10 Guideline. Support the Bank's Technology and Cyber Risk Management framework. As the subject matter expert, review, evaluate and challenge the onboarding, ongoing monitoring and annual review processes operating within the FLD to ensure compliance with the Technology and Cyber Policies and OSFI B-13 Guideline. Work collaboratively within the Enterprise Risk Management team to execute Second Line of Defence (SLD) testing As needed, manage and deliver selected project initiatives to enhance the overall Bank's Enterprise Risk Management framework. What you have: Degree in business or related discipline. MBA, CA, or other professional-related qualifications would be an asset. More than 3 years of experience in Operational Risk Management and Compliance, or Internal Audit. Deep Bank-industry knowledge, experienced in how independent risk functions work with business. Significant knowledge of regulatory requirements and best practices regarding the internal audit, operational risk and compliance practices, and internal control frameworks and risk standards, such as COSO and ISO. Ability to work in small teams with commitment and engagement, like an actual owner and hands-on partner. Highly developed analytical skills, with attention to detail. Ability to transform overarching objectives into an executable plan, identifying and removing barriers to success. Ability to communicate effectively at all levels of the organization with an open, honest and direct communication style. Advanced level in Microsoft Office As part of the recruitment process, the selected candidate will be required to complete a background check which includes credit and criminal checks. Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 1 Mount Pleasant (083), Toronto, ON Travel Requirements: None Posting Category/Function: Banking & Compliance Requisition ID: 304544 #LI-JC1At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BankLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Compliance, Internal Audit, Risk Management, Bank, Banking, Legal, Finance Apply now »
Manager, Campaign Analytics
Rogers, Toronto, ON
Manager, Campaign Analytics Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge technology. Interested? Take the next step and consider this opportunity to make a meaningful impact with Rogers Bank.Reporting to the Senior Manager, Channel Performance, as the Manager of Campaign Analytics, you will play a critical role in assessing and optimizing the effectiveness of our marketing campaigns. Leveraging your expertise in data analysis and interpretation, you will be responsible for extracting actionable insights from campaign data to inform strategic decisions and drive continuous improvement. This position offers an exciting opportunity to work collaboratively with cross-functional teams and contribute directly to the success of our marketing initiatives.What you will do: Campaign Analysis: Conduct thorough analyses of marketing campaign performance across various channels and platforms, including but not limited to digital, social media, email, and traditional media. Utilize statistical methods and analytical tools to extract meaningful insights from raw data. Insight Generation: Interpret campaign data to identify trends, patterns, and correlations. Generate actionable insights and recommendations to optimize future campaigns, improve targeting strategies, and enhance overall performance metrics. Data Visualization: Develop visually compelling reports and dashboards to communicate key findings and insights effectively to stakeholders at all levels of the organization. Utilize data visualization tools such as Power BI to present complex information in a clear and understandable manner. Predictive Modeling: Explore predictive modeling techniques to forecast campaign outcomes and anticipate potential challenges or opportunities. Collaborate with data scientists and other analytical professionals to develop predictive models and algorithms tailored to specific marketing objectives. Cross-Functional Collaboration: Work closely with marketing teams, Product and Finance to align analytics efforts with strategic objectives. Collaborate with stakeholders to define key performance indicators (KPIs), establish tracking mechanisms, and evaluate campaign success criteria. Performance Monitoring: Implement robust tracking and measurement frameworks to monitor campaign performance in real-time. Proactively identify deviations from expected performance metrics and recommend adjustments or optimizations to maximize ROI. Continuous Improvement: Drive a culture of continuous improvement by analyzing past campaign performance, conducting A/B testing, and experimenting with new strategies and tactics. Stay abreast of industry trends, best practices, and emerging technologies in campaign analytics and incorporate learnings into future initiatives. What you will bring: Bachelor's or Master's degree in Statistics, Mathematics, Economics, Computer Science, or a related field. Advanced degree or relevant certifications (e.g., Google Analytics, Tableau Certification) preferred. Proven experience in campaign analytics, digital marketing analytics, or a related field, with a strong track record of driving measurable business impact through data-driven insights. Proficiency in data analysis and visualization tools such as SQL, Tableau, Power BI, or Google Data Studio. Strong quantitative and qualitative analytical skills, with the ability to synthesize complex data sets and draw actionable conclusions. Excellent communication skills, with the ability to effectively convey technical concepts and insights to non-technical stakeholders. Demonstrated ability to work collaboratively in a cross-functional team environment, with a proactive and results-oriented mindset. Familiarity with marketing automation platforms, CRM systems, and digital advertising platforms (e.g., Google Ads, Facebook Ads, LinkedIn Ads) is a plus. As part of the recruitment process, the selected candidate will be required to complete a background check which includes credit and criminal checks. Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 1 Mount Pleasant (083), Toronto, ON Travel Requirements: None Posting Category/Function: Marketing & Marketing Research / Analysis Requisition ID: 306236 #LI-JC1At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BankLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Marketing Manager, Market Research, Bank, Banking, Data Analyst, Marketing, Finance, Data Apply now »