Overview of salaries statistics of the profession "Investment Representative in Canada"

PURPOSE OF JOB This Technical Customer Support position is a frontline Call Centre/Chat role that will assist in facilitating solutions of all services and troubleshooting technology, computer hardware, peripheral and software related issues to both external customers as well as store associates. For technical calls, this role requires applying a systematic review, accurate diagnosis and problem solving of hardware and software related issues. Recommends tech service paths to customers based on information to provide the customer with the most convenient service. The Services Advisor Representative will utilize information on file or through previous experience to respond to technical inquiries from Customers. They will make recommendations and facilitate accepted solutions through correct service paths to customers to resolve their services request and/or repair their device including Remote, in store or on-site IT Solutions. They will be responsible for selling and sharing the value of services including services subscriptions. The objective of this position is to provide the highest level of customer service and enhance the product ownership experience through the resolution of service and technical related issues. PRIMARY DUTIES AND RESPONSIBILITIES • Receives inbound calls/chats from customers for information on services, tech services and/or advanced troubleshooting of technical products using defined problem-solving methodology • Actively engage in service solutions sales. Facilitate appropriate solutions to ensure customer loyalty. Check for existing cases and construct individual case reference files and updates case management data base / logs, documents new case or updates case information • For remote IT pathway can explain benefits of offers to customers • Charge customers remotely (via link) for services • Checks for subscription validation in customer files in ETS • Assists customers in connecting to remote platform • Assists in managing remote que and handing off tickets to available technicians • Schedule customers in booking tool for tech repair services • Document product concerns; track and forward to Team Manager • Filter problem using listening and probing skills to determine root cause. • Provide information, data and direction to the path options as required. • Research for relevant product / repair information. • Perform follow ups on existing cases and close cases as appropriate. • Diagnoses end user problems using systematic listening and probing approach • Consults internal tools, computerized data base, manuals, circulars or internal resources for information on resolution procedures • Provides information and direction as required for simple problem resolution • Initiates dispatch procedure for hardware pickup / shipment as appropriate for limited product line • Review updates regularly to remain current with product offerings • Is required to remain current on new developments and changes through ongoing circular, e-mail, manual review; attends training updates as required by industry certifications or company requirement PHYSICAL DEMANDS / WORKING CONDITIONS • Ability to cover business needs to support program (confirm hours; eventually 24/7) RECOMMENDED QUALIFICATIONS Knowledge / Skill Requirements: • Excellent communication (oral and written), interpersonal, organizational, and presentation skills. • Professional and courteous manner. • Ability to work independently and within a Team environment from home and office with minimal supervision. • Ability to multi-task and work in a very fast paced environment. • Extraordinary customer service orientation • Must be adaptable to change • Proven incident and problem solving (troubleshooting) skills with an emphasis on a timely resolution • Ability to coordinate and communicate effectively with other business partners to maintain exceptional high service levels in a demanding environment • Maintains constructive working relationships despite differing perspectives • Ability to negotiate skillfully in difficult situations with both internal and external groups • Thinks critically and anticipates, recognizes, identifies and develops solutions to problems in a timely manner • Ability to take initiative with strong learning skills and easily adapts to new or different changing situations, requirements or priorities • Computer literate with Windows, MAC, iOS, Android based Operating Systems experience. • Technical understanding of Internet, search engine, and networking required. • Familiar with AS400 environment • Proficient using MS Office, excel, word, PowerPoint, etc. • Strong working knowledge of computer hardware and software issues • Bi-Lingual English/French. • Familiarity with remote diagnostic software and ability to use it effectively for the purposes of fulfilling job requirements. Experience: • 1 year of help desk or 1 year technical troubleshooting plus a minimum of 2 years customer service experience preferred. Education: • Post secondary education in a related field preferred • A+ certification preferred Staples is committed to providing accommodation to people with disabilities throughout the job application and interview process to the point of undue hardship. If you require an accommodation during the application or interview process, please contact a Customer Care Representative at 1-866-782-7537 #bringyourpassion

Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you do As the Technology Sales Area Representative, you're a champion of the customer experience on the retail floor. Passionate about technology, you continuously grow your knowledge by demonstrating curiosity by asking questions and committing to ongoing self-development. You help our customers achieve their working & learning goals by sharing your knowledge, experiences, and enthusiasm on the latest tech products, services, and trends. Each day will be fast-paced, challenging, rewarding and meaningful. Specifically, you will: •Connect, share and partner with customers to identify and convert sales opportunities; help customers by meeting and exceeding their needs. •Maintain company merchandising standards, including current pricing, signage, planograms, promotional planners, advertising set-ups and displays. •Provide coverage and assistance in all areas of the store as needed. •Support asset protection procedures and privacy standards by securing company assets and physical inventory. •Identify and communicate suggestions for improvements. •Stay updated through the various internal communication channels (mobile app, intranet, bulletin boards, etc). •Operational excellence and customer experience are important aspects of your role. You will operate cash registers, follow all loss prevention measures and ensure the cleanliness and store standards of your assigned departments. •Ensure that a clean and safe environment is always top-of-mind, keeping the safety of yourself, fellow associates, and our customers as a key priority. Some of what you need •3 months to 1 year of related experience •Working towards or successful completion of high school is preferred •Customer focus and service orientation •Technology savvy •Bias for action with effective planning and prioritization •Capacity to work independently and seek out assistance as required •Curious •Approachable •Passionate •Solutions Finder Some of what you will get •Associate discount •Health and Dental benefits •RRSP/DPSP •Learning & Development programs •And more... Additional Information •A moderate amount of effort is required while stocking shelves and placing merchandise, however, there is flexibility in choosing when to stop and relax. •Movement of freight by use of ladders and stock pickers is required. •You will have to exercise a moderate level of concentration while restocking according to planograms however, there is flexibility in choosing when to stop and typically does not exceed more than two consecutive hours at a time. •To maximize our customer experience, you will be required to expend a moderate amount of physical effort and operate equipment / machinery is required to execute our merchandising standards. •We'll also ask you to work a variety of shifts including evenings and weekends. Staples is an equal opportunity employer committed to diversity and inclusion and we encourage applications from all qualified candidates, including those with disabilities. We will accommodate applicants' needs, upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received relating to accommodation will be addressed confidentially.

NB 51175248 - NC 51175474 BCH-T-5248-220304E1Employment Posting ID: Investment Planning Senior Engineer - Flexible Location Positions Available: 1 Full-time (37.5 hrs/wk)Status: Edmonds 08Job Location: Temporary HybridFlexible Work Role: Lower MainlandRegion: Powered by water... and by people like you Providing clean electricity to 4 million customers takes a diverse workforce and that's where you come in. We need your talent to help us build major projects to meet growing demand. To help our customers find clean energy solutions for their homes and businesses and to be ready to respond during storms and outages to keep our system reliable. Working for BC Hydro is meaningful. And now, the stakes have been raised as we work towards a solution to climate change while safely providing clean, affordable electricity to our customers. We offer a healthy work life balance, training opportunities and career progression. We're proud to be ranked as one of B.C.'s Top Employers and one of Canada's Best Diversity Employers. Join us as we build an even cleaner B.C. JOB DESCRIPTION Duties: The Investment Planning Engineer plays a critical role in facilitating integration of generating stations maintenance and capital asset management processes and investment strategies to ensure Stations Asset Planning is making the right investments at the right time for long-term reliability of BC Hydro assets. This role serves as Station Asset Planning's field representative for maintenance and capital work identification and planning. Good communication skills, emotional intelligence, relevant work experience, and technical knowledge are requirements for this position. Major Responsibilities and Duties: * Make asset risk and value based decisions in collaboration with Stations Field Operations in a real time and near real time environment. * Develop scope, cost estimates and risk assessments in collaboration with stakeholders for newly identified work greater than $5,000. * Assess, prioritize, and approve emergent maintenance expenditures up to $50,000 within established framework and business rules. * Create capital Investment Summary documents, which define problems/opportunities and associated risks along with the recommended scope, schedule and costs to mitigate the identified risks for both emergent and future year capital projects. * Promotes consistent application of maintenance investment strategies and business rules. * When delegated, serves the Initiator role for Operations managed capital projects. * Leads annual maintenance and Operations managed capital planning process for their respective area, and participates in work prioritization across the province for centralized investment decisions and fiscal work plan development. * Identifies opportunities to integrate and coordinate maintenance and capital investments, working with business partners to initiate maintenance program and capital plan revisions. * Provides oversight, advice and guidance to Engineering and Operations for conducting risk BCH-T-5248-220304E1 - Investment Planning Senior Engineer - Flexible Location NB 51175248 - NC 51175474 assessments for identified work in alignment with BC Hydro's Enterprise Risk Framework. * Represents Stations Asset Planning at recurring planning and leadership meetings at the generating stations. * Facilitates collaboration between Stations Asset Planning, Engineering, and Operations for process improvements and efficiency opportunities. * Identifies, promotes and leads improvements to existing processes, systems and tools to enhance asset management practices. Qualifications: * A recognized Electrical or Mechanical Engineering degree and registered, or eligible for immediate registration, as a Professional Engineer with the Engineers and Geoscientists of BC (EGBC). * A minimum of eight (8) years of relevant and progressive engineering or asset management experience. Skills: * Experience developing risk and value based business cases. * Experience assessing benefits and risk in an industrial environment to make operational decisions. * Strong strategic thinking, leadership, and business planning skills. * Ability to develop and maintain effective working relationships with business partners across BC Hydro. * Successful, creative, and persistent approach to influencing outcomes and meeting objectives. * Excellent organizational and management skills. * Excellent communication skills. Additional Leadership Requirements: * A strong leader with a track record of modeling BC Hydro's core values and in building trust in all relationships at multiple levels. * Demonstrated record of making difficult business decisions, with imperfect information, and with consideration to the short term and long term implications of that decision on the organization. * Ability to engage employees in a vision, inspires confidence in his/her leadership, and creates a sense of purpose and an environment which is viewed as safe by the team. ADDITIONAL INFORMATION * This is a Full Time Temporary opportunity for up to one (1) year. * The Job Location is shown at Edmonds, Burnaby, though consideration can be given to individuals in other locations, depending on space availability. * Wherever the candidate is located, the successful applicant will be expected to travel to their assigned region(s) of responsibility 1-2 weeks/month and their expenses will be reimbursed when travelling. * Consideration will be applied to limit travel during COVID-19 travel restrictions and working from home guidance. * A condition of employment for this job is to maintain a Driver's License: Class 5 in good standing. * Candidates with lesser relevant experience, though with a passion for asset management, are encouraged to apply and may be considered. Please be advised that this role has been assessed as safety sensitive and pre-qualification alcohol and drug testing will be required as a pre-condition to employment. We're always looking for exceptional people to bring new ideas, fresh thinking and the motivation to help shape the electricity system in B.C. It's an exciting time to be a part of our team as we invest in our system and prepare to meet the challenges of tomorrow. BCH-T-5248-220304E1 - Investment Planning Senior Engineer - Flexible Location NB 51175248 - NC 51175474 Our values guide our work. Want to join us? We are safe. We are here for our customers. We are one team. We include everyone. We act with integrity and respect. We are forward thinking. BC Hydro is an equal opportunity employer. We include everyone. We welcome applications from anyone, including members of visible minorities, women, Indigenous peoples, persons with disabilities, persons of minority sexual orientations and gender identities, and others with the skills and knowledge to productively engage with diverse communities. We are also happy to provide reasonable accommodations throughout the selection process and while working at BC Hydro. If you require support applying online because you are a person with a disability, please contact us at [email protected] . All BC Hydro employees will be required to show proof of full Covid-19 vaccination. Flexible work model role definitions =========================== Our four role types identify the degree of flexibility an employee could have to work from home based on the type of work they do. The flexibility for an individual job is up to the manager for each position and the operational requirements. Employees also have the right to work full-time from the office if they prefer. All of our roles require at least some in-person time. IBEW/Field - No option to work from home Resident - Works primarily (4+ days per week) in the office. Hybrid - May be able to work from home up to 3 days per week. Remote - Works from home 4+ days per week HOW TO APPLY Don't forget to update your Candidate Profile with your current resume and copies of your certifications. If applicable, include your Trades Qualification. This will ensure we have all the necessary information to assess your application without any delays. Click on the Apply button in order to complete the steps to apply for this job. Date Posted: 2022-03-04 Closing Date: 2022-04-03

The Opportunity Play an integral role in the sales process as an outside Product Support Representative. Build your business by building customer relationships, answering product and service questions, and suggesting information about other products and services that Wajax provides. You will work closely with other members of the Wajax team to provide expert knowledge, advice, and product solutions for a comprehensive customer experience. The Role Invest in customer relationships within a defined territory. Conduct outside sales calls to clients. Generate customer referrals. Identify opportunities to upsell and cross-sell. Provide customer feedback. Identify and resolve customer concerns in a timely manner. Attend to phone and email inquiries. Meet and exceed established sales targets as determined on a monthly/annual basis. Assist in the creation and submission of bids for National Customer opportunities. Liaise with manufacturers, in-house departments, and all other relevant suppliers to determine status of orders and compliance to delivery times. The Candidate Education: College diploma, or related Red Seal Certification in a related field such as Parts & Warehousing or HD Mechanic Work Experience: 2-3 years' related experience in sales, marketing, or equivalent business experience. Knowledge: Knowledge of heavy equipment is an asset, IMPACT selling process, and must possess a valid driver’s license. Proficiency: Microsoft Office, including Outlook, Excel, Word and PowerPoint, CRM (Salesforce preferred) The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements. Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.

Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the personality test to see if you have the job profile! Being a financial security advisor is a constructive job that aims to recommend financial solutions and advise people in achieving their financial goals, their choices of savings, investment products, insurance and even more…. Your mission: that customers are confident and secure in relation to their future. The partnership with senior advisors, a clientele in place, an assistant are only a few means at your disposal to facilitate the development of your clientele. Come work for a company that promotes teamwork, a climate of high performance, continuous improvement, respect for individuals and distributors and a service mentality. Description of tasks: Recommend and advise clients in their choice of savings and investment products, guide them in their choice of mortgage, life insurance, mortgage insurance and others. Advantages: A management team in place to support you on a daily basis, free access to premises, advantageous salary including commissions and bonuses (according to the personal objectives established), access to a team of financial planners to assist you in your complex files and to a team of trainers to improve your skills in the products offered by the company. For more information or to apply, contact us! As a consultant, it is imperative to be customer service oriented, and do you have any of these qualities? -Sociable and good communicator-Passionate, ready to take on challenges-Efficient, action and results oriented-Ready to make a difference-Confident and go-getter-Attentive to others and their needs. Then this career is for you.

UNLIMITED POSSIBILITIES AHEAD.Position: Client Care Representative Status:Full-TimeDealership: OpenRoad Auto Group - Volkswagen BurnabyDepartment: Head Office - Client Contact Centre (Outbound) Compensation: $18-$20 per hour.We believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest growing automotive retail groups in the country (representing 21 automotive brands across 34 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their role.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS including; Acura Audi, BMW, Genesis, Honda, Hyundai, Infiniti, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives including but not limited to: Discounted Vehicle Purchasing Program, Boot Allowance, Computer Rebate Program, Employee Referral Program, Employer RRSP Matching Internal and external, training & development opportunities for skill-development and growth Be part of a collaborative, friendly and progressive work-culture with an emphasis on transparency, innovation, relationship and empowerment Comprehensive extended health and dental plan, tailored around Associate wellness Recognition and Engagement Events! ROLE & RESPONSIBILITIES: Handling heavy outbound and inbound phone contacts. Following up with customers about their experience at OpenRoad. Contacting customers to schedule appointments. Providing customers positive experiences through excellent service. Forward escalations to appropriate management team. Working in a process-driven work environment. Working with multiple software applications. Maintaining an updated customer database. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: An interest in the automotive industry. Strong customer service and phone skills. Possess strong organizational, follow-up and paper-flow handling skills. Quick thinker and learner. Positive, flexible and process-oriented. Organized, Self-motivated, enthusiastic and detail-oriented. Professional and confident attitude. FluentinMandarin and Englishis ideal or preferred. Completed high school education, or equivalent work experience. Previous call center experience (an asset but not required). The job posting will remain open until filled. External Candidates, please apply using the link providedhttps://orag.bamboohr.com/careers/1344 Internal Candidates MUST apply by filling out the Internal Endorsement Form on the Intranet. Failure to complete the form will cause a delay in your application.We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their visions and goals.JOIN US AND GROW WITH US! At OpenRoad, we are "Open to a better way"We thank all those that have applied. Only those considered for the position will be contacted.

The Opportunity Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of large new accounts ($60K - $500K) Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers Retain and grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions The Role Source and prospect new clients continually; conduct sales calls, including cold calls and lead and referral follow up to present product solutions and increase sales in assigned territory. identify and build relationships with decision makers within existing accounts, creating an on-going relationship strategy, cultivating partnering relationships, and establishing Wajax as a trusted advisor. Review and provide input on target client opportunities while ensuring alignment with overall account strategy Forecast, deliver, and adjust accounts to ensure success against contract terms. Coordinate with product experts to identify and capitalize on expansion and cross-selling opportunities within existing accounts. Conduct follow up with customers on orders, quotes and service requested; undertake activities to ensure the sale, such as sourcing of competitor information and analysis of competitor product offerings, application, and pricing to overcome client objections. Develop proposals and quotes based upon client needs, specifications, and product offerings. Full compliance with Impact sales process and installed CRM tools (Salesforce) The Candidate Education: Bachelor's degree / College Diploma Work Experience: Minimum 4 years with proven record of accomplishment in attaining/exceeding account management and sales goals The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.

Application Deadline: 04/29/2024Address:VIRTUAL61 - HomeRes - QC - BMOLanguage requirements for the role: Strong verbal and written languages skills in both French and English Expected start date : May 21st, 2024One of these certifications is required for the start date: CSC or IFICHours of operation: Monday to Friday between 8AM and 6PMUnderstands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Provides professional quality sales and service for customer and prospect inquires, issues and requests.Probes to understand customer needs and advises them through their unique investment needs.Achieves sales targets with a focus on relevant investment products.Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.Escalates complex or unresolved customer situations to senior managers as required.Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.Knowledge of competitive market place trends and product offerings.Knowledge of BMO Investment / BMO InvestorLine products and services.Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment RepresentativeSome understanding of Risk Management & Compliance.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/29/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Wealth Sales & Service Language requirements for the role: Strong verbal and written languages skills in both French and English Expected start date : May 21st, 2024 One of these certifications is required for the start date: CSC or IFIC Hours of operation: Monday to Friday between 8AM and 6PM Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customers objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customers requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience. Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative Some understanding of Risk Management & Compliance. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37,500.00 - $69,500.00 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.

Handle inbound and outbound contacts in a courteous, timely, and professional mannerKnowledgeable regarding Internet Service Provider services. Do you know what it means to Pair a Remote? Trouble shoot data, video, and voice (VoIP Phone) service disruptions with a focus on first call resolution by problem solving and effective call handlingOwnership of resolving the customers reason for contacting Tech Support Leverage multiple systems to research and troubleshoot service disruptions; coordinate with other departments to resolve issues when neededComfortable using a Knowledge Base system in conjunction with your call handling Accurately document customer interaction and code the appropriate call type in the client Customer Relations Management System (Remedy)Utilize knowledge base and training to effectively trouble shoot a customers situation as it relates to Data, Video, and VoIP Phone systemAccurately document customer interaction while following all required policies and procedures.A strong desire to provide world class customer service every time you are interacting with our customersComply with requirements surrounding confidential information and personal informationSelf-starter who stays up to date on ad hoc training activities Adhere to all attendance and work schedule requirements 

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionManulife Private Wealth (“MPW”) delivers discretionary investment counselling services to High-Net-Worth individuals and their families. We believe open architecture investment solutions and a global approach should be an integral part of our clients’ financial planning for the future. For more information, please visit the Manulife Private Wealth website.The Investment Counsellor is a senior member of a team of private wealth professionals delivering institutional quality investment management, private banking, financial, estate and tax planning services to High Net Worth (“HNW”) individuals and their families, as well as institutions.. As an Investment Counsellor, you will lead the assessment of the client’s personal and investment needs and create an investment policy statement, asset allocation, investment portfolio, and financial plans in partnership with other professionals on the Private Wealth team, such as Financial Planners, Tax & Estate Planners, Private Bankers and the Chief Investment Strategist. You will manage a portfolio of clients, retain and grow the relationships with them through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. Through business development efforts, you will be responsible for driving new sales and work collaboratively across teams to uncover opportunities to refer clients to other parts of Manulife. The Investment Counsellor is supported in these efforts by our team of Private Wealth Consultants who work to identify leads and referral opportunities for the team, both internally and externally.ResponsibilitiesInvestment Counselling Effectively communicate MPW’s investment philosophy and risk management approach to current and prospective clientsTake an investment consulting approach to discretionary investment management through Client Discovery and Needs AssessmentConstruct client portfolios using Manulife Private Wealth’s global strategic asset allocation and open architecture platformRegularly meet with clients to discuss performance, markets and review any changes to their wealth planning goalsTake a proactive approach to monitor and re-balance portfolios in compliance with the client’s Investment Policy Statement and in accordance with MPW’s practicesConsult and partner with Chief Investment Strategist on asset allocation and re-balancing of portfolioPartner as a senior member of the team with the team of Client Service Associates dedicated to supporting Investment Counsellors and clients to enhance the client service experience Ensure client portfolios align with all appropriate compliance policies and proceduresBusiness Development Support the achievement of business development, revenue, referral, retention, and compliance targetsAcquire new clients either through professional contacts, centers of influence, MPW Private Wealth Consultants or independent advisorsPursue opportunities to grow AUM through increased share of wallet of existing clients with MPWTrack new client opportunities and additions to existing portfolios through CRM and other systemsWork collaboratively across sales and Manulife teams to develop and implement a strategic path to success for more complex opportunitiesFind opportunities to refer clients to other parts of ManulifeEffectively manage expense business development budgets to deliver financial resultsFinancial Planning and Client ExperienceCollaborate with Private Wealth Financial Planner to create customized plans for clients with a complete and comprehensive lens on the client’s overall wealthWork collaboratively with Tax and Estate Planners to discover additional considerations or needs a client may have based on the results of the financial planPerform, together with the Private Wealth Client Service team, sales and service support activities to meet client needs and maintain overall service levelsFollow through on the risk and compliance processes and policies to ensure we safeguard our clients’ assets, maintain their privacy, act in their best interests, and ensure compliance with regulatory, legal, and ethical requirementsWhat are we looking for?University degree and 5+ years related investment counselling experience or investment management experienceProfessional qualifications : CFAStrong background in both finance and investmentsLicensed as an Advising Representative with Ontario Securities Commission (OSC)Proven ability to develop long lasting, trusted relationships with internal and external stakeholdersA successful track record in business development and closing dealsExcellent verbal and communication skillsNatural propensity towards teamwork and collaboration; proven coachabilityModerate travel within the region is requiredInvestment Counsellors in each of the GTA and Ontario regionsWhat motivates you?Obsessing about customers, listening, engaging and act for their benefit.Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career!Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Application Deadline: 04/29/2024Address:VIRTUAL61 - HomeRes - QC - BMOLanguage Requirements for role: Strong verbal and written language skills in both French and EnglishCertifications: Must have completed IFIC or CSC Work from home Availability to work between 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week)Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Primarily outbound calls to customers to look proactively for opportunities to enhance customer experience by providing products that meet investment needs. There is the potential to take inbound calls should market conditions warrant it.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Provides professional quality sales and service for customer and prospect inquires, issues and requests.Probes to understand customer needs and advises them through their unique investment needs.Achieves sales targets with a focus on relevant investment products.Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.Escalates complex or unresolved customer situations to senior managers as required.Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.Knowledge of competitive market place trends and product offerings.Knowledge of BMO Investment / BMO InvestorLine products and services.Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment RepresentativeSome understanding of Risk Management & Compliance.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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

Application Deadline: 04/19/2024Address:VIRTUAL59 - HomeRes - ON - BMOUnderstands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Provides professional quality sales and service for customer and prospect inquires, issues and requests.Probes to understand customer needs and advises them through their unique investment needs.Achieves sales targets with a focus on relevant investment products.Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.Escalates complex or unresolved customer situations to senior managers as required.Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.Knowledge of competitive market place trends and product offerings.Knowledge of BMO Investment / BMO InvestorLine products and services.Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment RepresentativeSome understanding of Risk Management & Compliance.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/29/2024Address: VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Wealth Sales & ServiceLanguage requirements for the role: Strong verbal and written languages skills in both French and English Expected start date : May 21st, 2024 One of these certifications is required for the start date: CSC or IFIC Hours of operation: Monday to Friday between 8AM and 6PMUnderstands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Provides professional quality sales and service for customer and prospect inquires, issues and requests.Probes to understand customer needs and advises them through their unique investment needs.Achieves sales targets with a focus on relevant investment products.Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.Escalates complex or unresolved customer situations to senior managers as required.Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.Knowledge of competitive market place trends and product offerings.Knowledge of BMO Investment / BMO InvestorLine products and services.Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment RepresentativeSome understanding of Risk Management & Compliance.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$37,500.00 - $69,500.00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 04/19/2024 Address: VIRTUAL59 - HomeRes - ON - BMO Job Family Group: Wealth Sales & Service Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customers objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customers requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience. Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative Some understanding of Risk Management & Compliance. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

The Opportunity Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of new large accounts ($60K - $500K. Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers. Retain and grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions The Role Source and prospect new clients continually; conduct sales calls, including cold calls and lead and referral follow up to present product solutions and increase sales in assigned territory. identify and build relationships with decision makers within existing accounts, creating an on-going relationship strategy, cultivating partnering relationships, and establishing Wajax as a trusted advisor. Review and provide input on target client opportunities while ensuring alignment with overall account strategy Forecast, deliver and adjust accounts to ensure success against contract terms. Coordinate with product experts to identify and capitalize on expansion and cross-selling opportunities within existing accounts. Conduct follow up with customers on orders, quotes and service requested; undertake activities to ensure the sale, such as sourcing of competitor information and analysis of competitor product offerings, application and pricing in order to overcome client objections. Develop proposals and quotes based upon client needs, specifications and product offerings. Full compliance to Impact sales process and installed CRM tools (Salesforce) Branch Operations support as needed. The Candidate Education: Bachelor Degree / College Diploma Mechanical/Electrical/Millwright aptitude considered an asset Work Experience: Minimum 4 years with proven track record in attaining/exceeding account management and sales goals Knowledge: Leadership level industry experience and knowledge of industry sectors an asset Proficiency: Microsoft Office, including Outlook, Excel, Word and PowerPoint The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements Award-Winning Health and Wellness Program By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening.

Posting Title LSO FORS 3 - Forest Investment Specialist Position Classification Licensed Sc Off Forester 3 Union PEA Work Options Hybrid Location Castlegar, BC V1N 4P5 CACranbrook, BC V1C 7G5 CAGolden, BC V0A 1H0 CAGrand Forks, BC V0H 1H4 CAInvermere, BC V0A 1K0 CAKamloops, BC V2H 1B7 CAMultiple Locations, BC CA (Primary)Nelson, BC V1L 6K1 CAPenticton, BC V2A 8X1 CARevelstoke, BC V0E 3K0 CASalary Range $75,454.69 - $96,020.36 annually Close Date 4/4/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Ministry of Forests Ministry Branch / Division Forest Investment and Reporting Branch/OCF Job Summary Apply your strong leadership and business acumen in this dynamic natural resource management roleThe Forest Investment and Reporting Branch (FIRB) coordinates forest investments through the Forest Investment Program (FIP) to achieve multiple social, environmental and economic benefits. FIRB provides leadership and expertise in the management of forest carbon, timber supply, climate change adaptation, habitat restoration, and cultural values as these pertain to forest investments and funding source priorities. The Forest Investment Program (FIP) oversees funding for government funded silviculture including related federal and provincial funding. The branch also leads the ministry's Integrated Investment Planning process. The FIRB works closely with staff from other Forests (FOR) branches, regions and districts, BC Timber Sales (BCTS), Ministry of Water, Lands and Resource Stewardship, Ministry of Environment & Climate Change Strategy (MOE), Ministry of Indigenous Relations and Reconciliation (MIRR) along with other government agencies. The Forest Investment Specialist is responsible for delivery of projects that align with the eligibility criteria and goals of FIP, most notably for reforestation, fertilization, timber supply mitigation, road rehabilitation and habitat restoration. To deliver the FIP projects, the Forest Investment Specialist will work with the Forest Investment Officers, regional Integrated Investment Specialists, Silviculture Specialists, BCTS representatives and District Stewardship staff to coordinate projects with multiple funding sources and in alignment with Regional priorities.Explore the opportunities and value working with our team can offer you: Why Work for the Ministry of Forests .Job Requirements:• University degree in Forestry, Natural Resources Management, or related field AND minimum 3 years of recent (within the last 8 years) *related operational experience; OR an equivalent combination of education and experience may also be considered.*Related experience must include: • Experience planning and coordinating complex projects/assignments in the natural resource sector. • Experience in concisely and persuasively writing a range of documents/content such as briefing notes, policy drafts, project charters, planning documents, project evaluation documents, reports, and correspondence for senior decision makers. • Experience working in a silviculture program. • Experience related to forest carbon or climate change adaptation. • Experience providing professional advice and recommendations on legislation, policy and programs through policy papers and briefing material. • Experience in preparing and delivering presentations on technical information and concepts. • Registered (or immediately eligible for registration*) as a Professional Forester with the Association of BC Forest Professionals. * Note: immediately eligible for registration is defined as being able to transfer a current membership from another Canadian jurisdiction. Applicants must confirm their eligibility with the appropriate BC association. Confirmation of registration/eligibility will be required before an offer of employment can be made.Preference may be given to applicants with one (1) or more of the following: • Experience in Indigenous relations. • Experience in project management. • Experience in liaising with internal and external partners. • Education in forest carbon or climate change adaptation. • Experience in developing or implementing programs/plans/policies/measures/recommendations to integrate climate change mitigation and adaptation into organizational policies, processes and decisions.Provisos/Willingness Statements • Valid class 5 BC driver's license. • Must be willing and able to travel to connect with Districts in the field.For questions regarding this position, please contact [email protected] .About this Position: Currently there is one (1) permanent opportunity available. This position can be based in any Ministry of Forests - Southern Interioroffice.The locations listed above are to assist applicants in searching for this opportunity and are not a complete list of locations. Flexible work options are available; this position may be able to work up to 2 days at home per week subject to an approved telework agreement. An eligibility list may be established to fill future temporary and permanent vacancies. Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.In addition to this exciting opportunity, the BC Public Service is an award-winning employer in British Columbia, including such accolades as being one of BC's Top Employers for 2017, one of Canada's Top 100 Employers for 2017 and one of Canada's Top Family-Friendly Employers in 2017. The BC Public Service offers a healthy work/life balance, excellent benefits , including one of the best pension plans available, and a variety of opportunities for career learning and development. To find out more, explore What the BC Public Service offers You .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Professional Designation: YES - Please include your registration number in your application. You must be registered (or immediately eligible for registration) as a Professional Forester with Forest Professionals BC. Note: immediately eligible for registration is defined as being able to transfer a current membership from an applicable jurisdiction. Applicants must confirm their eligibility with the Forest Professionals BC . Confirmation of registration/eligibility will be required before an offer of employment can be made.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Natural Resource Sector, Scientific and Technical

Do you have 3 to 5 years of experience in sales development, ideally in the agricultural field? Do you master the spoken and written English language? Are you strong in communication and building relationships with customers? Do you know Eastern Ontario?If so, at CASA we can offer you a stable job in our dynamic and growing company with interesting, stimulating and diversified tasks!CASA is a Quebec family business established for nearly 50 years which specializes in the manufacturing and installation of agricultural and commercial equipment, used for the storage, handling, packaging, and processing of grains.Awarded as Canada's Best Managed Companies since 2019, CASA continues its growth and is currently looking for a Sales Representative for Eastern Ontario.Reporting to our Sales Director, you will pivotal in driving sales volume growth, all while prioritizing customer satisfaction and fostering loyalty within the Eastern Ontario region.Responsibilities:Conduct business development for the Eastern Ontario territory mainly on the roadVisit existing customers and potential customers to tell them about CASA productsPrepare submissions and monitor the progress of work with your clientsEnsure impeccable after-sales service for your customersBenefits :competitive salary + commissionsequipment provided (computer, company car (pick-up), cell phone, other expenses, clothing and much more!)other interesting advantages:employee assistance programgroup insurance (dental, travel, disability, life)collective RRSPopportunity for development:regular trainingstimulating challenges, company focused on continuous improvementpermanent employment and which promotes internal advancementmotivating and dynamic team with a culture of passion, perseverance, collaboration, commitment Required profile :3 to 5 years of relevant experience in sales developmentAdvanced spoken and written English (mandatory) and ideally French/English bilingualism (advantage)Autonomy, proactivity, resourcefulness, and sense of initiativeTeam spirit, very good level of organization and time managementPerseverance, focus on results and customer satisfactionStrong skills in communication and building relationships with customersVery good knowledge of Eastern Ontario and/or residence in an area close to Ontario or in Ontario (advantage)Knowledge of the agricultural environment and/or grain storage and transportation equipment (advantage)Sales experience on the road (advantage)Any other combination of relevant knowledge and experience will be considered

Application Deadline: 04/18/2024Address:4881 Yonge Street, 9th FloorAssesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.Partners with others to develop business relationships with existing clients.Collaborates with internal partners to expand business relationships with existing clients.Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.Escalates complex or unresolved client situations and complaints.Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement.Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.Collaborates with internal and external stakeholders to deliver on business objectives.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Assists in creating new investment portfolios and identifies changes to be made.Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.Supports the development and execution of the business strategy and business planning activities.Fulfills client sales and service activities in compliance with regulatory requirements.Maintains the confidentiality of client and Bank information.Adheres to internal risk mitigation policies and industry rules/regulations.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Knowledge of Canadian Securities Course & Conduct and Practices Handbook.Registration as Registered Representative (RR).Complies with mandatory IIROC Continuing Education Program requirements.WME must be completed within 30 months of RR LicenseSpecialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.