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Vice President of Revenue Operations
TYM Business Consulting, North York, ON, CA
TYM Business Consulting provides its clients with the outsourced CFO, financial and accounting support they need to reach their financial goals effortlessly. Besides we provide ancillary services that guide our client’s existing team in the right direction, or fill in gaps where needed.TYM Business Consulting is looking for an experienced leader, a seasoned professional in sales and operation management, to take on the position of VP of Revenue Operations.Job duties and responsibilities:• Responsible for the global vision, strategy and execution of the overall operations and marketing function supporting all lines of business.• Lead the development and use of best-practice policies, practices, and tools that ensure effective project management, cross team communications and workflow• Plan and control budget, revenue, expenses, and sales reporting.• Build cross-functional relationships with all departments, coordinate their work.• Establish and direct marketing, finance, and service delivery teams to ensure the achievement of key financial performance objectives.• Lead the establishment of the annual budget in collaboration with the financial team and execute on annual operations and marketing strategy to increase growth under projected budget allocation.• Define and own sales key performance indicators (KPIs) to drive continuous improvement and innovation, ensuring that targets for profitable sales volume, and other initiatives are met.• Build relationships with C-level in enterprise customer/prospect organizations to ensure the company is their trusted advisor.• Direct investor relation activities including drafting impactful PR communications, providing insightful market data including but not limited to creating presentations and reports to support business needs.• Deliver tangible business results through effective management, clear and repeatable processes, and a systematic elimination of operational inefficiencies.• Identify potential project risks and develop plans to navigate them successfully.• Proactively lead and oversee demand generation activities, promoting customer awareness and engagement through successful sales campaigns and customer-centric initiatives.• Proactively mentor, develop, and inspire operations and sales teams, encompassing performance management, recruitment, training of new employees, including middle and senior managers, and fostering their career growth to deliver their best work.As an experienced professional, you will have:• 10 - 15 plus years of progressive leadership in Sales/Business Operations, with at least five years working at a senior level.• Bachelor’s degree in business, finance, economics or other related fields; an MBA would be an asset.• Strong business acumen and ability to solve complex business issues with relevant marketing solutions.• Experience leading diverse, cross-functional teams• Experience developing and executing on revenue-growth strategies• Experience negotiating large, complex contracts• Excellent negotiation skills and deep experience leading sales & key account negotiations• Exceptional communication and relationship building skills and ability to serve as an ambassador for the organization with a track record of hiring, leading, and training high-performance teams.• Excellent leadership skills with a passion for driving employee engagement and development with the innate ability to navigate change in a fast-paced and evolving environment.• Proven experience building communication strategies with a track record of success;• Strategic thinking with a deep understanding of market dynamics and trends.• Exceptional digital and analytical skills supported by sales/marketing management experience.• A track record of identifying, recruiting, and developing top talent; ability to identify team member skills and capabilities and put them in roles that enable them to shine by maximizing their strengths and developing their opportunity areas.• Start-up experience and entrepreneurial background is preferred.Terms of employment:Permanent, full time: 35 hours / weekAnnual income: $155,500 ($85.47/ hour)
Vice President, Private Equity - BMO Global Asset Management
BMO Financial Group, Toronto, ON
Application Deadline: 04/28/2024 Address: 100 King Street West Job Family Group: Strategy & Change Job Description: Reporting to the Head of BMO Global Asset Management Private Equity, the Vice President, Private Equity is a key member of the private equity team with a broad range of responsibilities that include sourcing, due diligence, deal execution, portfolio management and management reporting for existing and future private equity funds/programs managed on behalf of institutional and private wealth clients. The individual will partner with the Head of Private Equity to expand BMOs global presence in the private equity sector. The role requires an experienced individual that is inquisitive, conscientious and possesses the competencies and desire to grow the private equity business within a renowned, global, Canadian financial institution by being actively involved in all aspects of the business. Investment Management Participating in all stages of a transaction including initial deal-flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and quarterly reporting Analyzing and reviewing financial and operating information relating to private equity fund investments and co-investments Performing comprehensive research and due diligence on new investment opportunities Preparing and/or reviewing financial models Assessing the strengths and risks of each proposed investment Summarizing the investment thesis in an investment memorandum for presentation to an Investment Committee Reviewing and negotiating legal agreements, including Limited Partnership Agreements and Subscription Agreements Conducting benchmark analysis using external Private Equity data sources such as Preqin, PitchBook, Burgiss and/or Cambridge Associates Preparing quarterly performance reports for a portfolio of fund investments and co-investments Verifying portfolio data to ensure accuracy Reviewing and analyzing quarterly NAV statements and completing Mark-to-Market adjustments for existing portfolio investments, if required Monitoring cash flows (capital calls and distributions) for the managed funds and their underlying investments Completing reporting requirements, developing reports, and providing ad-hoc reporting Relationship Management Establishing effective business relationships within the Canadian, U.S., U.K., and Western European private equity industry Collaborating with BMO partners that are also active in private equity industry Liaising regularly between the various BMO Global Asset Management teams that support the business (e.g., product, distribution, legal, tax) Maintaining strong relationships with investors Business Development Promoting both the private equity capabilities of BMO GAM and the businesss global products to North American institutional and qualified, accredited, high net worth investors Drafting offering memoranda and investor presentations Collaborating with BMO GAMs Distribution team as well as BMO Private Wealth Management to identify and market to prospective investors Collaborating with the BMO GAM Product team in the launch of new products Risk Management & Compliance Managing the portfolio within established risk framework Monitoring activities to ensure ongoing compliance with risk appetite, framework, and policies Ensuring that new proposed investments comply with Anti Money Laundering protocols Collaborating with the BMO Legal and BMO Tax teams to effectively manage the risks to the investors and BMO Authorities Scope & Impact As a key member of the Private Equity team, the successful candidates responsibilities will include developing innovative solutions to provide target markets with access to the private equity asset class and growing the private equity portfolios. The successful candidate will be involved in all stages of the transaction process, including initial deal flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and regular quarterly reporting. Cross Functional Relationships The role will involve some client-facing activity and there is scope for the successful candidate to be involved in business development. There will be a need for regular liaison and contact with our internal partners. The candidate will have a high regard for risk management and compliance procedures. Knowledge & Skills Education and Qualifications An undergraduate degree, preferably with a degree in business CA or CFA qualification is an asset MBA is an asset Experience investing in the private equity sector (funds and co-investments) with at least 8 years experience Skills and Abilities Strong financial skills and investment acumen Proven ability to work with seasoned private equity professionals An understanding of the value creation process in private equity Deep analytical skills to assess the merits and risks of private equity investments Ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized and concise manner Ability to negotiate and communicate fund and deal structures Excellent verbal and written communication skills Strong interpersonal skills used within a collaborative and demanding team environment Capability to independently function as part of a small team through self-motivation Role Details There is scope for the role to expand as the team grows. Based on the 43rd floor of First Canadian Place, the successful candidate will work in a Canadian hybrid work environment The successful candidate will work as a member of a smaller team in GAM Travel may be required Compensation Please note there is a variable compensation component to this role. Compensation and Benefits: $74,800.00 - $138,600.00 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.
Vice President, Private Equity - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/28/2024Address:100 King Street WestJob Description:Reporting to the Head of BMO Global Asset Management Private Equity, the Vice President, Private Equity is a key member of the private equity team with a broad range of responsibilities that include sourcing, due diligence, deal execution, portfolio management and management reporting for existing and future private equity funds/programs managed on behalf of institutional and private wealth clients. The individual will partner with the Head of Private Equity to expand BMO's global presence in the private equity sector. The role requires an experienced individual that is inquisitive, conscientious and possesses the competencies and desire to grow the private equity business within a renowned, global, Canadian financial institution by being actively involved in all aspects of the business. Investment ManagementParticipating in all stages of a transaction including initial deal-flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and quarterly reportingAnalyzing and reviewing financial and operating information relating to private equity fund investments and co-investmentsPerforming comprehensive research and due diligence on new investment opportunitiesPreparing and/or reviewing financial modelsAssessing the strengths and risks of each proposed investmentSummarizing the investment thesis in an investment memorandum for presentation to an Investment CommitteeReviewing and negotiating legal agreements, including Limited Partnership Agreements and Subscription AgreementsConducting benchmark analysis using external Private Equity data sources such as Preqin, PitchBook, Burgiss and/or Cambridge AssociatesPreparing quarterly performance reports for a portfolio of fund investments and co-investmentsVerifying portfolio data to ensure accuracyReviewing and analyzing quarterly NAV statements and completing Mark-to-Market adjustments for existing portfolio investments, if requiredMonitoring cash flows (capital calls and distributions) for the managed funds and their underlying investmentsCompleting reporting requirements, developing reports, and providing ad-hoc reportingRelationship ManagementEstablishing effective business relationships within the Canadian, U.S., U.K., and Western European private equity industryCollaborating with BMO partners that are also active in private equity industryLiaising regularly between the various BMO Global Asset Management teams that support the business (e.g., product, distribution, legal, tax)Maintaining strong relationships with investorsBusiness Development Promoting both the private equity capabilities of BMO GAM and the business's global products to North American institutional and qualified, accredited, high net worth investorsDrafting offering memoranda and investor presentationsCollaborating with BMO GAM's Distribution team as well as BMO Private Wealth Management to identify and market to prospective investorsCollaborating with the BMO GAM Product team in the launch of new productsRisk Management & ComplianceManaging the portfolio within established risk frameworkMonitoring activities to ensure ongoing compliance with risk appetite, framework, and policiesEnsuring that new proposed investments comply with Anti Money Laundering protocolsCollaborating with the BMO Legal and BMO Tax teams to effectively manage the risks to the investors and BMOAuthoritiesScope & ImpactAs a key member of the Private Equity team, the successful candidate's responsibilities will include developing innovative solutions to provide target markets with access to the private equity asset class and growing the private equity portfolios. The successful candidate will be involved in all stages of the transaction process, including initial deal flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and regular quarterly reporting.Cross Functional RelationshipsThe role will involve some client-facing activity and there is scope for the successful candidate to be involved in business development. There will be a need for regular liaison and contact with our internal partners. The candidate will have a high regard for risk management and compliance procedures.Knowledge & Skills Education and QualificationsAn undergraduate degree, preferably with a degree in businessCA or CFA qualification is an assetMBA is an assetExperience investing in the private equity sector (funds and co-investments) with at least 8 years' experienceSkills and AbilitiesStrong financial skills and investment acumenProven ability to work with seasoned private equity professionalsAn understanding of the value creation process in private equityDeep analytical skills to assess the merits and risks of private equity investmentsAbility to attentively review, assess, and provide detailed information daily on multiple projects in an organized and concise mannerAbility to negotiate and communicate fund and deal structuresExcellent verbal and written communication skillsStrong interpersonal skills used within a collaborative and demanding team environmentCapability to independently function as part of a small team through self-motivationRole DetailsThere is scope for the role to expand as the team grows.Based on the 43rd floor of First Canadian Place, the successful candidate will work in a Canadian hybrid work environmentThe successful candidate will work as a member of a smaller team in GAMTravel may be requiredCompensationPlease note there is a variable compensation component to this role.Grade:7Job Category:People Manager / GestionnaireWe'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.
Vice President, Global Markets - Mortgage Sales and Trading
BMO, Toronto, ON, CA
Application Deadline: 02/28/2024Address:100 King Street WestBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarketsBrings a client coverage skill set to the mortgage trading desk. Knowledge of the both the Residential and Commercial mortgage market is preferred. Offers a full spectrum of integrated capabilities to deliver leading market insight to existing clients and help grow the business with new clients. • Operates as key member of the team with efforts to maximize sector penetration and returns. • Works closely with sales, trading and research teams across the trading floor to provide seamless client coverage including fulfilling client requests for market updates and product specific information. • Uses mortgage market expertise to cultivate relationships with new/existing clients, anticipates changes in client needs and provides creative solutions. • Distills market and internal data to negotiate solutions, terms and conditions with clients / internal counterparts. • Identifies and delivers on opportunities to improve the client experience; brings in partners where appropriate; delivers a full BMO experience. • Executes trades across products for mortgage clients. • Recognizes opportunities to cross-sell and to grow share of clients' wallet. Qualifications: • 4 + years of relevant experience with post-secondary degree in related field of study. • Previous experience in fixed income/mortgage markets strongly preferred. • Previous experience in sales/customer facing role a strong plus. • Strong understanding of sales/trading procedures and broader regulatory requirements. • Strong quantitative analysis, technology and financial analysis skills. • Verbal & written communication skills - In-depth / Expert. • Analytical and problem-solving skills - In-depth / Expert. • Influence skills - In-depth / Expert. • Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. • Data driven decision making - In-depth / Expert. Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Vice President Operations
Grant Emblems Limited, Toronto, ON, CA
Company DescriptionCelebrating over 100 years in business, we lead the way in design, development and production of highly customized logos and promotional products. Having our roots in the embroidery business has established our unparalleled ability to engineer logos and promotional products to our clients’ exact standards and specification.We are innovative and creative and with our in-house graphics team and manufacturing facilities, both domestic and abroad, we can create the promotional products that fit our clients’ needs.Integrity is our fundamental principle, and it represents the values we stand by in the name of quality, service, reliability and fair pricing.Job DescriptionThe main duties for the position of Vice President Operations are as follows:1. Set corporate and operational strategy, develop and translate goals and targets down to the departmental level and report back on them up to the executive level2. Identify, hire, mentor and develop managers and staff in the departments under your control to provide a leadership team capable of meeting the ongoing activities and challenges of the company3. Champion the needs of the various departments within the operational and financial framework of the company to meet the company’s overall goals and targets4. Engage in the budget planning process with the President and CFO, and plan, identify and allocate equipment, personnel, material and company expenditures to meet company and customer requirements on a timely basis5. Put into effect existing corporate policies, and create and implement new and improved policies6. Ensure adherence to operational procedures and financial controls7. Oversee the promotion of the company both within Canada and internationally8. Oversee the harmonization of various departments, such as Design, Production, Logistics and Finance9. Conduct key negotiations with partners and clientsEducation and Experience Requirements• Master’s Degree or higher in economics, finance, business or related• 5 to 10 years of senior operations management experience in a similar role• 5 to 10 years of experience and in-depth knowledge of the embroidered and printed emblem industry, including detailed knowledge of embroidery manufacturing and corporate identity, and excellent knowledge of emblem manufacturing processes and materials• 5 to 10 years of experience managing manufacturing of embroidered emblems using either Barudan or Tajima multihead equipment, and supervision of technicians in the creation of dst files for embroidery machines using the Wilcom system• 5 to 10 years of supply chain management experience with particular emphasis in fabrics, backings and threads sourced throughout the world for use in embroidery manufacturing. Experience and positive working relationships with suppliers in China, Pakistan and Taiwan will be of particular interest.• Have the communication skills necessary to meet the requirements and challenges presented in working in a diverse environment with superiors, colleagues, subordinates, suppliers and customers.Job Type: Permanent, full-timeWork hours: 40 hours per weekSalary: CAD $110,000 per annumLanguage of work: EnglishBenefits: 10 days vacation and group Insurance
Vice President & Director, Investment Funds Tax - TD Asset Management
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of September 30, 2023, TDAM and its affiliates manage over $391 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds. In attaining this client commitment, TDAM has built one of Canada's largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts. The Investment Funds Tax team is responsible for all tax matters including tax compliance, research, advocacy and issue resolution. Job Details The VP & Director, TDAM leads the Investment Funds Tax team and is a subject matter expert. There are more than 260 funds including mutual funds, pooled funds, segregated funds, limited partnerships, exchange traded funds and a mutual fund corporation administered by a third-party administrator. This position manages 1 direct report and reports to the Associate Vice President. The Key Responsibilities / Duties: • Oversight of the fund administrator in their preparation of the distribution calculations and certain tax returns. Reviews the tax treatment of complex transactions including corporate actions. Ensures proper entries and elections were made. • Primary contact for the external tax advisors. Allocates work, oversees and monitors their performance. • Provides expertise to the firm/bank and colleagues on all tax technical matters. This may include tax matters related to product development, use of financial instruments and implementation of investment strategies, client related tax inquiries and client communication. • Responsible for tax research, analysis and implementation of required tax planning and compliance ideas. This may include leading tax related projects. • Collaborates with management across all departments to research and resolve complex distributions and tax related issues. This includes providing appropriate tax training to enable management to make informed decisions on non-complex tax matters. • Analyses the impact of new tax legislations and modifies/implements new processes and controls to address such changes. • Maintains appropriate policies and procedures. Maintains proper audit trail to support tax positions. • Responsible for talent management, including hiring, coaching, mentoring and developing team member. • Review the tax disclosures in the funds' prospectuses, financial statements and other regulatory documents. • Handles tax analysis and tax compliance oversight for terminations, fund mergers, re balancing and special distributions. • Primary contact for Canada Revenue Agency. • Handles audit support for internal and external auditors. • Present to senior management, Committees and Boards complex tax matters in a comprehensible manner. • Represent TD in industry tax committees (IFIC, IIAC, CETFA). Job Requirements • Demonstrated tax expertise with hands on experience in a high volume, deadline driven environment. Self-starter and able to navigate in a large organization to coordinate within and across departments to deliver solutions. • At least 7 years minimum tax experience is required. Tax experience in investment funds is required. • Deep experience in mutual fund taxation and tax treatment of complex financial instruments and strategies. Ability to communicate complex matters in plain language. • Broad tax research skills and experience. Solid understanding of NI-81-102 and other relevant security regulations is an asset. • Demonstrated success in people management and development. • Completion of the CICA In-Depth Tax Course, Master of Taxation or equivalent experience required • Chartered Professional Accountant or equivalent is highly preferred. Additional Information #LI-Wealth The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Associate Vice President, Corporate Finance
KPMG, Calgary, AB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG Corporate Finance Inc. is the Ontario Securities Commission regulated entity through which KPMG LLP's investment banking services are provided in Canada. KPMG's Corporate Finance services are principally comprised of merger, acquisition and divestiture advisory services and financing services including raising debt and equity capital. We offer independent financial advisory and investment banking services to both private and public companies. Acting independently of financing sources, we provide clients with objective advice, focusing on strategies that can help meet corporate and shareholder objectives. Our Canadian team consists of over 100 bankers and works with a global team of over 3,000 bankers in 92 offices, thus providing KPMG Corporate Finance with a broad reach and established contacts. In Canada, per a deal study by Refinitiv, we are the leading mid-market M&A advisors, completing the largest number of deals in 2022. We are looking for an experienced Associate Vice President, Corporate Finance, to join our growing practice. In this role you will report to our Vice Presidents and Managing Directors. You are a self-starter who has an interest in mergers and acquisitions and capital markets and will bring your experience to deliver transactions for our clients. What you will do Assume responsibility for the day-to-day execution and delivery of service on a range of corporate finance projects. Draft pitch books, teasers, confidential information memorandums (CIM) and other Merger & Acquisition documentation. Manage, mentor and train junior corporate finance professionals. Prepare and review financial models. Conduct market and industry research, detailed financial analysis and business valuations. Assist in the identification of potential acquisition targets, purchasers and/or investors. Undertake engagement and practice management responsibilities, including billings and adherence to professional practice requirements. Lead proactive business development and deal initiation activities. At times, business needs arise, and employees are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job. Likewise, employees need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role 3 - 5 years of relevant post-graduate experience, in Corporate Finance, or a related field e.g. transaction advisory, investment banking, private equity, management consulting, or corporate development. Proven track record of project initiation/execution in a fast-paced professional setting. CPA, CBV or CFA designations all considered an asset. Strong technical finance proficiency, including knowledge of financial statements and general accounting principles. Demonstrated experience or ability in training and developing junior staff members. Excellent written and verbal communication skills. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Vice-President, Global Investment
Vered Wealth Management (Canada) Company Limited, Vancouver, BC, CA
Vered Wealth Management (Canada) Company Limited is an independent investment firm that dedicated to offering carefully curated investment solutions and value-added services. At Vered, we evaluate global investment markets quickly, efficiently, and continuously to look for hidden opportunities and manage risk. We always look to the future to provide the client with improved solutions and better ways to invest. Our services include:- Fee-Based Portfolio Management, Cash, Margin, Corporate, and Estate Accounts- RRSP, RESP, RRIF, and TFSA account management- Family Trust Accounts- Retirement and Estate PlanningTerm: Permanent full-timeWorking hours: 30-35 hours/weekSalary: $94.51 /hourLocation: 1075 W Georgia St #2500, Vancouver, BC V6E 3C9Benefits: 10 days paid vacation. Dental insurance. Medical insurance.Essential Duties and Responsibilities:- Executes the market due diligence program for potential acquisitions and new developments.- Sources and screens new investment opportunities for marketed deals via brokerage community; for off-market deals via established and new industry contacts.- Supports in drafting, negotiating, executing, and implementing the Purchase and Sale Agreement and all other leases, contracts, and binding legal documents.- Manages the operations due diligence for target acquisitions.- Communicates effectively (both written and oral) with operations, executives, lenders, investors, and partners (i.e. brands) key underwriting assumptions and drivers for each deal.- Maintains a level of knowledge of current portfolio operating performance and resourcefully incorporates it into the underwriting process to enhance accuracy.- Coordinates ongoing research of the hotel industry to detect market trends and related information for analysis in defining investment strategies. Draws conclusions and makes recommendations based upon analysis.- Performs any other job-related duties as assigned.Qualifications and Skills:• Master’s degree or equivalent education level in business management, accounting, or other discipline related.• 5 years or above of work experience as middle manager in financial, business management, project management, capital raising, or related business services.• A team-oriented professional with experience working in a collaborative environment with respect to investing, raising, and retaining capital.• Ability to build relationships across all areas of the business and win support.• Strong client service focus, and a high standard of professionalism and integrity.If you’re interested to apply, please send resume to this email: . We only accept resumes by email, and only qualified candidates will be contacted.
Associate Vice President, Non-Retail Model Validation
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview The Model Validation team within Model Risk Management is responsible for validating and approving models that are used in TD Bank Group (TDBG) and TD Bank NA (TDBNA) for valuation, risk management, capital assessment and other a wide variety of applications. Job Details Reporting to the VP Model Risk Management, the AVP, Non-Retail Model Validation leads a team that is accountable for establishment and continuous enhancement of the Model Validation process. Primary 2nd Line of Defense accountability for validation and approval of the following models in a global capacity: •Non-retail Rating models •Non-retail Parameter models •Non-retail Allowance models •Non-retail Account Management models •Non-retail Capital/stress testing models •Non-retail PPNR models Individual Accountabilities •Responsible for developing / building a validation team to provide 2nd LOD effective challenge and high-quality validations for a variety of models •Responsible for establishment and continuous enhancement of the Model Validation process. •Responsible for periodic review and update of Model Validation testing procedures •Ensure that the Model Validation process meets all regulatory requirements •Engage and work with a variety of LOBs and model development groups to effectively identify, and control / mitigate model risk •This role requires explicit authority to challenge model developers and users and to elevate their findings, including issues and deficiencies. The individual or unit to whom those staff report to should have sufficient influence or stature within the bank to ensure that any issues and deficiencies are appropriately addressed in a timely and substantive manner. •Respond to regulatory inquiries. Present TD validation procedure / testing standard and MV validation during Regulators' exams. Key Shared Accountabilities •Develop and maintain strong relationships with internal partners and regulators •Compliance with Risk appetite and in alignment with TDBG risk framework •Ensure consistency around model related activities across the Enterprise (model development, validation, usage, etc.) •Responsibility for results of regulatory exams and audits; and remediation when applicable •Talent management/people development (acquisition/retention/succession) Key leadership behaviours •Communicate risk decisions and key modeling choices clearly and in a manner that is easy to understand •Ensure an appropriate balance between complexity of models and a transparent link between risk drivers and outputs •Collaborate with business partners to find appropriate solutions to risk measurement and assessment challenges •Innovate and develop enhanced approaches in modeling and delivery of results Job Requirements Key capabilities: •Lead and develop a large team subject matter experts •Share knowledge and best practices across team •Talent management and development •Explain complex models and risk issues to diverse stakeholders •Make balanced decisions on time vs. scope •Anticipate and address changes in regulatory standards or industry practices. •Expert market knowledge of all businesses at TD and associated risk types •High level of quantitative expertise •Ability to execute against demanding timelines. •Provide independent advice and quantitative support on risk valuation issues Role model who exemplifies TDBG's Leadership Profile: •Make an Impact and Value Speed •Live Transparency and Respecting Different Views •Build for the Future •Show Excellent Judgement •Inspire the Will to Win •Demonstrate Unwavering Integrity •Act Decisively while Working Effectively in team •Influencing to drive changes and decision making •Excellent judgement and addressing issues in a timely manner. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Vice President Group Retirement Plans - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/28/2024Address:100 King Street WestJob Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAM's P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM's group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales.KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship ManagementC. Planning ACCOUNTABILITIES A. Business DevelopmentProvide ongoing sales support to GAM's retail distribution teams (Regional Sales Managers and Internal sales Representatives)Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offerAct as the point person representing GAM at national and local market events to raise the profile of GAM's group productIdentify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plansFoster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospectsB. Relationship ManagementCreate and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awarenessCo-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB)Build and maintain industry relationships to elevate the awareness of GAM's group offer and a better understanding of the competitive environmentWork with GAM's product, sales support and strategy teams to ensure all sales tools, training materials are leading edgeC. PlanningPrepare/update and implement annual national business planIn partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP productProvide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc.Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancementsUnderstand and assess ongoing opportunities for national and regional sales programsDevelop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities:Advisory - Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company.Monitoring - Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management.Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital MarketsBMO Corporate BankingBMO Wealth partners (IVL, NB, PB, and BMO LA)BMO GAM Senior LeadershipBMO GAM Institutional Sales ManagementComplianceLegalMarketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: • Undergraduate University Degree•5-10 years Investment Sales Experience•PFP or CFP or CIM or FCSI or CFA•In-depth knowledge of investment products and markets•In-depth knowledge of sales strategies•In-depth knowledge of competitive marketplace and trends in group investments product offerings•In-depth knowledge of Bank products, services, organization and banking group interrelationships•Ability to take in knowledge and resolve a magnitude of diverse, complex issuesSkills: •Exceptional sales & customer service orientation skills•Proven investment sales success is mandatory•Exceptional networking, presentation, facilitation, and relationship building skills•Exceptional interpersonal and communication skills•Demonstrated ability to clearly and decisively set priorities•Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests•Sound business planning and organization skills and ability to manage multiple priorities•Ability to work independentlyWorking Conditions:Ability to work in a high stress environment, fast-paced and changing environmentNumerous demands for resources that need to be prioritized within tight deadlinesFrequent travel is requiredGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO Financial Group, Toronto, ON
Application Deadline: 04/28/2024 Address: 100 King Street West Job Family Group: Customer Solutions Job Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAMs P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAMs group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales. KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship Management C. Planning ACCOUNTABILITIES A. Business Development Provide ongoing sales support to GAMs retail distribution teams (Regional Sales Managers and Internal sales Representatives) Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offer Act as the point person representing GAM at national and local market events to raise the profile of GAMs group product Identify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plans Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospects B. Relationship Management Create and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awareness Co-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB) Build and maintain industry relationships to elevate the awareness of GAMs group offer and a better understanding of the competitive environment Work with GAMs product, sales support and strategy teams to ensure all sales tools, training materials are leading edge C. Planning Prepare/update and implement annual national business plan In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP product Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc. Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements Understand and assess ongoing opportunities for national and regional sales programs Develop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities: Advisory Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company. Monitoring Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management. Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital Markets BMO Corporate Banking BMO Wealth partners (IVL, NB, PB, and BMO LA) BMO GAM Senior Leadership BMO GAM Institutional Sales Management Compliance Legal Marketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: Undergraduate University Degree 5-10 years Investment Sales Experience PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in group investments product offerings In-depth knowledge of Bank products, services, organization and banking group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex issues Skills: Exceptional sales & customer service orientation skills Proven investment sales success is mandatory Exceptional networking, presentation, facilitation, and relationship building skills Exceptional interpersonal and communication skills Demonstrated ability to clearly and decisively set priorities Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests Sound business planning and organization skills and ability to manage multiple priorities Ability to work independently Working Conditions: Ability to work in a high stress environment, fast-paced and changing environment Numerous demands for resources that need to be prioritized within tight deadlines Frequent travel is required Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO Financial Group, Vancouver, BC
Application Deadline: 04/28/2024 Address: 595 Burrard Street Job Family Group: Customer Solutions Job Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAMs P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAMs group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales. KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship Management C. Planning ACCOUNTABILITIES A. Business Development Provide ongoing sales support to GAMs retail distribution teams (Regional Sales Managers and Internal sales Representatives) Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offer Act as the point person representing GAM at national and local market events to raise the profile of GAMs group product Identify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plans Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospects B. Relationship Management Create and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awareness Co-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB) Build and maintain industry relationships to elevate the awareness of GAMs group offer and a better understanding of the competitive environment Work with GAMs product, sales support and strategy teams to ensure all sales tools, training materials are leading edge C. Planning Prepare/update and implement annual national business plan In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP product Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc. Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements Understand and assess ongoing opportunities for national and regional sales programs Develop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities: Advisory Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company. Monitoring Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management. Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital Markets BMO Corporate Banking BMO Wealth partners (IVL, NB, PB, and BMO LA) BMO GAM Senior Leadership BMO GAM Institutional Sales Management Compliance Legal Marketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: Undergraduate University Degree 5-10 years Investment Sales Experience PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in group investments product offerings In-depth knowledge of Bank products, services, organization and banking group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex issues Skills: Exceptional sales & customer service orientation skills Proven investment sales success is mandatory Exceptional networking, presentation, facilitation, and relationship building skills Exceptional interpersonal and communication skills Demonstrated ability to clearly and decisively set priorities Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests Sound business planning and organization skills and ability to manage multiple priorities Ability to work independently Working Conditions: Ability to work in a high stress environment, fast-paced and changing environment Numerous demands for resources that need to be prioritized within tight deadlines Frequent travel is required Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO, Vancouver, BC
Application Deadline: 04/28/2024Address:595 Burrard StreetJob Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAM's P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM's group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales.KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship ManagementC. Planning ACCOUNTABILITIES A. Business DevelopmentProvide ongoing sales support to GAM's retail distribution teams (Regional Sales Managers and Internal sales Representatives)Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offerAct as the point person representing GAM at national and local market events to raise the profile of GAM's group productIdentify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plansFoster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospectsB. Relationship ManagementCreate and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awarenessCo-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB)Build and maintain industry relationships to elevate the awareness of GAM's group offer and a better understanding of the competitive environmentWork with GAM's product, sales support and strategy teams to ensure all sales tools, training materials are leading edgeC. PlanningPrepare/update and implement annual national business planIn partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP productProvide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc.Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancementsUnderstand and assess ongoing opportunities for national and regional sales programsDevelop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities:Advisory - Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company.Monitoring - Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management.Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital MarketsBMO Corporate BankingBMO Wealth partners (IVL, NB, PB, and BMO LA)BMO GAM Senior LeadershipBMO GAM Institutional Sales ManagementComplianceLegalMarketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: • Undergraduate University Degree•5-10 years Investment Sales Experience•PFP or CFP or CIM or FCSI or CFA•In-depth knowledge of investment products and markets•In-depth knowledge of sales strategies•In-depth knowledge of competitive marketplace and trends in group investments product offerings•In-depth knowledge of Bank products, services, organization and banking group interrelationships•Ability to take in knowledge and resolve a magnitude of diverse, complex issuesSkills: •Exceptional sales & customer service orientation skills•Proven investment sales success is mandatory•Exceptional networking, presentation, facilitation, and relationship building skills•Exceptional interpersonal and communication skills•Demonstrated ability to clearly and decisively set priorities•Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests•Sound business planning and organization skills and ability to manage multiple priorities•Ability to work independentlyWorking Conditions: Ability to work in a high stress environment, fast-paced and changing environmentNumerous demands for resources that need to be prioritized within tight deadlinesFrequent travel is requiredGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Assistant Vice President - Underwriter - North York, On
Michael Page, Toronto
Creatively orchestrate and expedite loan closings on real estate investment transactionsWork with borrowers, brokers, underwriters and lawyers when reviewing all transactionsDraft all financial terms while complete all underwriting termsDraft and review loan memos for credit committee review and approvalReview all property financial statements and reports, inspection of properties and interview borrowers MPI does not discriminate on the basis of race, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, or based on an individual's status in any group or class otherwise protected under applicable human rights legislation. MPI encourages applications from minorities, women, the disabled and all other qualified applicantsProfessional Designation or MBA is preferred7-10 year's of experience within commercial real estate is preferredExcellent knowledge and understanding of underwriting discipline and pricing modelsKnowledge of policy contracts, statutory constraints, risk sources while strategically drafting loans and completely transactionsAbility to think outside of the box when expediting loan closings
Corporate & Investment Bank - Rates Sales - Vice President
JPMorgan Chase, Sydney, Any, Australia
You will be working with our partners in Trading in Sydney, Singapore and Tokyo, Syndicate and Research to provide comprehensive client coverage and the development of key client relationships.You are client orientated with strong intellectual curiosity, and you thrive under pressure. As a VP in the Australia Rates Sales team, you will be responsible for client relationships and coverage, and the day-to-day execution of interest rate products. This will primarily be in Australia and New Zealand, but also with exposure to broader G10 Rates markets such as the US and Japan.Job Responsibilities You will transact in these markets across a wide range of clients (banks, asset managers, pension funds, issuers, sovereign wealth funds, hedge funds, etc). You will be responsible for the trade execution process including principal trader engagement, trade booking, new issue order taking, general sales coverage and back-up across the desk. Fulfil client requests for market updates, assisting with the execution of client orders and providing clients with market intelligence. Demonstrate proficiency in identifying market drivers and utilizing product knowledge, while showing a high degree of interest in learning about other products as you develop a cross-product skill set.Required qualifications, capabilities and skills Strong understanding of Derivatives with a solid mathematical background. Minimum of 6 years working experience in a Markets role and a solid understanding of macroeconomics. Strong understanding of Markets products. Strong team player that is detail oriented with a highly disciplined approach to process and quality control. Effective communication skills to interact with clients and internal partners. Strong proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint. Bachelor's degree is required.Preferred qualifications, capabilities, and skills Experience with volatility products would be viewed favorably. A high degree of organization and attention to detail, and the ability to perform well under high pressure situations with the appropriate degree of urgency. Clear, logical thinker with strong qualitative abilities. Ability to learn quickly, multi-task and self-manage priorities.About usJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.Salary: . Date posted: 03/18/2024 10:20 PM
Product Control - Payments - Vice President
JPMorgan Chase, Mumbai, Any, India
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.As a Product Control professional in our Corporate & Investment Banking, you will spend each day defining, refining and delivering set goals for our firm. You will support External & Internal reporting for Merchant acquiring & Payments business. Job Responsibilities: Lead and manage the preparation and review of all Regulatory reporting requirement impacting Merchant Acquiring business. Responsible for the compilation of financial statements, footnotes, management's discussion and analysis and all other components of the filings. Ensure internal control procures are in place and maintain SOX compliance. Driving change and improvement in process in order to improve transparency and efficiency in month-end results. Ensure financial information follows US & local GAAP and firm's corporate accounting policies, documenting exceptions where appropriate. Act as a resource to project management & the businesses for various projects / business initiatives. Identify and drive targeted reviews for specific products/process based on both quantitative and qualitative factors and risks. Provide day to day direction to the team locally and directly responsible for the deliverables to the stakeholders. Handle people management responsibilities which include management of work planning, Resource utilization and individual development and growth of team members.Required qualifications, capabilities, and skills: Qualified accountant preferably with minimum 14 years' experience within the Financial Services industry with External reporting and controller experience. Excellent communication skills and executive presence including the ability to present complex and sensitive matters to Senior management, Product Managers & Business Managers across levels. Managing people or teams in a matrix organization with proven success contributing to complex, large-scale initiatives. Analytical mind-set, structure approach, attention to detail and accuracy. Strong interpersonal, communication and team-building skills Ability to manage several projects and reporting requirements concurrently. Ability to evaluate the design and effectiveness of internal controls. Ability to work in a matrix organization with limited local oversight ensuring timely escalation & resolution of issues. Proven skills in identifying and resolving control issues that may impact financial results. Team Leader and ability to work closely with global team members and other groups in the organization.Preferred qualifications, capabilities, and skills: Good knowledge of Liquidity, transaction Banking and Trade Finance products & SAP ledger system is preferred.About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.Salary: . Date posted: 03/18/2024 10:19 PM
Vice President Mortgage Specialist
BMO, London, ON
Application Deadline: 04/29/2024Address:101 Fanshawe Park Rd E, Unit 3Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Assesses marketplace and competition opportunities to identify strengths, opportunities, and weaknesses and create plans that address gaps and opportunities.Works effectively with other senior leaders to leverage sales and referral opportunities, improve wallet share, and acquire new customers.Develops, maintains, and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.Acts as a key BMO representative for local community activities in the market.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Manages risk to minimize losses by monitoring and controlling reports to meet compliance requirements within established risk guidelines.Identifies and shares best practices across a network of divisional leaders.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.Acts as the prime subject matter expert for internal/external stakeholders.Defines business requirements for analytics and reporting to ensure data insights inform business decision making.Develops and applies the framework for databases; oversees database management in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Identifies performance enhancement opportunities to significantly improve employee productivity, reduce costs, and manage risks.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads / participates in the design, implementation and management of core business / group processes.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.In-depth/Expert knowledge of mortgage and credit portfolio management.In-depth understanding of the real estate and mortgage lending process, investment and insurance products, and applicable regulatory requirements.In-depth/Expert knowledge of the competitive marketplace and trends in mortgage sales.In-depth/Expert project and time management.In-depth/Expert experience with change management.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation & Benefits:$84,000.00 - $156,000.00Grade:8Job Category:People Manager / GestionnaireWe'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.
Marketing Vice President
First College, Kelowna, BC
About UsAt First College, we're dedicated to providing top-notch education and training programs tailored to meet the needs of today's job market. With a focus on practical skills and hands-on experience, our experienced instructors are committed to helping you succeed. Whether you're interested in healthcare, business, language studies, or technology, we offer a wide range of programs to suit your goals. Our accredited programs ensure that you receive a quality education that's recognized by employers. At First College, we understand that real learning leads to real results, which is why we offer personalized support services such as tutoring, career guidance, and job placement assistance. Join us at First College and take the first step towards a successful career. We are now looking for a Marketing Vice President to join our team. Please send your resume to [email protected]. Job DetailsPosition Available: 1Term of Employment: Permanent, Full-timeHourly Wage: $50.00 - $55.00Hours Week: 30 to 40 hoursWork Location: Kelowna, BCWebsite: https://www.firstcollege.ca/  Responsibilities-Develop and execute comprehensive marketing strategies to promote First College's programs and brand, ensuring alignment with organizational goals and objectives.-Oversee the creation and implementation of marketing campaigns across various channels, including digital, print, social media, and events, to attract prospective students and increase enrollment.-Conduct market research and analysis to identify emerging trends, competitor activities, and student preferences, providing insights to inform marketing decisions and optimize outreach efforts.-Manage the marketing budget effectively, allocating resources strategically to maximize ROI and achieve desired outcomes.-Lead and mentor the marketing team, providing guidance, support, and professional development opportunities to foster their growth and enhance departmental performance.-Collaborate closely with other departments, including admissions, academic affairs, and student services, to coordinate marketing initiatives and ensure cohesive messaging and branding.-Establish and maintain relationships with external partners, such as advertising agencies, media outlets, and industry organizations, to leverage promotional opportunities and expand First College's reach.-Oversee the development of marketing materials, including brochures, website content, advertisements, and promotional videos, to maintain consistency and quality in messaging and branding.-Stay informed about industry best practices, marketing trends, and regulatory requirements in the education sector, proactively recommending adjustments to marketing strategies and tactics as needed to remain competitive and compliant. Qualifications-A Bachelor’s Degree in Business Administration or a related discipline-At least 2 years of related experience (3 to 5 years of related experience preferred)-Ability to work under pressure and meet the proposed deadline-Be a team-player
Vice President Mortgage Sales
BMO, Richmond Hill, ON
Application Deadline: 04/29/2024Address:3737 Major Mackenzie DriveFluent Reading, Writing & Speaking in MandarinCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Assesses marketplace and competition opportunities to identify strengths, opportunities, and weaknesses and create plans that address gaps and opportunities.Works effectively with other senior leaders to leverage sales and referral opportunities, improve wallet share, and acquire new customers.Develops, maintains, and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.Acts as a key BMO representative for local community activities in the market.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Manages risk to minimize losses by monitoring and controlling reports to meet compliance requirements within established risk guidelines.Identifies and shares best practices across a network of divisional leaders.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.Acts as the prime subject matter expert for internal/external stakeholders.Defines business requirements for analytics and reporting to ensure data insights inform business decision making.Develops and applies the framework for databases; oversees database management in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Identifies performance enhancement opportunities to significantly improve employee productivity, reduce costs, and manage risks.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads / participates in the design, implementation and management of core business / group processes.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.In-depth/Expert knowledge of mortgage and credit portfolio management.In-depth understanding of the real estate and mortgage lending process, investment and insurance products, and applicable regulatory requirements.In-depth/Expert knowledge of the competitive marketplace and trends in mortgage sales.In-depth/Expert project and time management.In-depth/Expert experience with change management.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe'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.
Corporate & Investment Bank - Credit Sales - Vice President
JPMorgan Chase, Sydney, Any, Australia
If you are passionate with a strong desire to set and achieve challenging goals, you have found the right team. As a Vice President in Credit Sales, you will be responsible for maintaining and developing investor relationships for the bank primarily in Australia and New Zealand. You will be working with our partners in Trading, Structuring, DCM, Syndicate and Research to provide comprehensive client coverage.Job Responsibilities: Work closely with the Trading, Structuring, DCM, Syndicate and Research teams to provide comprehensive client coverage on credit products Understand the drivers of relevant markets and establish a high degree of competence with clients around executing trades in primary and secondary markets Pitching ideas, providing market updates and executing trades across a wide range of clients (asset managers, pension funds, banks, sovereign wealth funds, hedge funds etc) Understands the firm's approach and policies for managing risks and comply with the applicable legal/regulatory rulesRequired Qualifications, capabilities and skills: Minimum 5 years of relevant work experience in Credit sales Minimum of a Bachelor's degree in Finance, Economics or other disciplines Strong understanding of Credit products: Corporate Bonds, CDS, Credit indices, Repo Proficiency in identifying market drivers with keen interest in learning about other products to develop a cross-product skill set Team player who is detail oriented with a disciplined approach to process and quality control Strong communication skills to interact with clients and internal partnersPreferred qualifications, capabilities, and skills: Ability to build trust with clients and internal stakeholders by demonstrating an understanding of their needs Entrepreneurial, self-motivated and ability to build and develop business About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.Salary: . Date posted: 03/27/2024 10:30 PM