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Product Support Representative - Construction
Wajax Limited, Rocky View County, AB
The Opportunity Play an integral role in the sales process as an outside Product Support Representative. Build your business by building customer relationships, answering product and service questions, and suggesting information about other products and services that Wajax provides. You will work closely with other members of the Wajax team to provide expert knowledge, advice, and product solutions for a comprehensive customer experience. The Role Invest in customer relationships within a defined territory. Conduct outside sales calls to clients. Generate customer referrals. Identify opportunities to upsell and cross-sell. Provide customer feedback. Identify and resolve customer concerns in a timely manner. Attend to phone and email inquiries. Meet and exceed established sales targets as determined on a monthly/annual basis. Assist in the creation and submission of bids for National Customer opportunities. Liaise with manufacturers, in-house departments, and all other relevant suppliers to determine status of orders and compliance to delivery times. The Candidate Education: College diploma, or related Red Seal Certification in a related field such as Parts & Warehousing or HD Mechanic Work Experience: 2-3 years' related experience in sales, marketing, or equivalent business experience. Knowledge: Knowledge of heavy equipment is an asset, IMPACT selling process, and must possess a valid driver’s license. Proficiency: Microsoft Office, including Outlook, Excel, Word and PowerPoint, CRM (Salesforce preferred) The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements. Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.
Plastic Extrusion Technical Sales
MountainCrest Personnel Inc., Coquitlam, BC
Plastic Extrusion Technical Sales: Harvey 2584 We are a family-owned company that specializes in custom plastic extrusions.We deal primarily with other manufacturing businesses, to build and supply extruded plastic products to our clients.We are currently seeking a Technical Sales Rep who has previous working experience in this industry who will be able to drive our business forward in the development of new business opportunities, while maintaining existing customer relationships and account servicing. Key Accountabilities and Functions:Develop and maintain existing assigned accounts and respond professionally to customers inquires.Identify and capitalize on new business opportunities within existing account base.Identify, qualify, and develop new leads.Develop new accounts using inside and outside sales strategies.Develop quotes, bids and proposals in a timely and efficient manner using existing cost estimating software, policies, and procedures.Reports to sales Manager Skills and Qualifications:3-5 years minimum experience in B2B (Business to Business) sales with proven results.Technically inclined/able to understand technical applications and be conversant relative to clients' needs and requirements.Assist clients with technical, details and specifications to determine the optimal solution.Excellent interpersonal skills, outgoing personality, and willingness to engage with customers in person.Build, grow and maintain positive trust relationships with customers.Ability to effectively influence and negotiate.Strong organizational, time-management and multi-tasking skills.Strong interpersonal skills including the ability to communicate professionally both written and oral in a highly ethical manor.Self-motivated with a willingness to take on responsibilities and challenges.Research and develop an understanding of trends and new business opportunities.Able to interpret drawings.Communicate, and collaborate with other company departments to identify best value solutions to customer requests.Intermediate knowledge and use of Microsoft Office.Vehicle and willingness to travel, Western Canada, and Pacific Northwest US. Additional asset Qualifications:Experience within any of the following industries an asset: plastic industry, window & door, railings, building materials, construction, or related trade. This is a fulltime position.Salary of $75,000 plus per year depending on experience, plus bonus if targets are met.Compensation and Benefits are:Medical and Dental benefits, pension packageCar and gas allowance 
Regulatory Examination Specialist - Information Security
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 Department Overview Building a World-Class, Diverse and Inclusive Technology Team at TDWe can't afford to be boring. Neither can you. The scale and scope of what TD does may surprise you. The rapid pace of change makes it a business imperative for us to be smart and open-minded in the way we think about technology. TD's technology and business teams become more intertwined as new opportunities present themselves. This new era in banking does not equal boring. Not at TD, anyway. TD Regulatory, Audit & Compliance Assurance is home to a team of highly valued professionals who provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. They provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. Provides oversight and governance over remediation, site visits, supervisory and inquiry activities to meet commitments to Regulators. Also, responsible for Merger & Acquisition integration into Assurance functions. There's room to grow in all of it. Job Details About This Role We are looking for someone to join our Platforms & Technology Regulatory, Audit & Compliance Assurance organization as Regulatory Exam Lead. The successful candidate will Manage global regulatory examinations, on-going supervisions, request for information, formal meeting for all of Technology by conducting the following activities: •Facilitation of Technology Regulatory Responses: •Act as primary intake and facilitator for Technology related Regulatory activities and requests •Coordination with key stakeholders and SMES to collect artifacts and evidence to respond to request items •Review of artifacts and evidence for executive approval, content and redaction prior to submission to the regulators •Assurance of timely submission of artifacts and reporting to the regulators •Organize and file digital artifacts and evidence •Facilitation of Formal Meetings: •Act as primary coordinator and facilitator for Technology related Regulatory sessions •Facilitate the preparation of agendas, speaking notes and presentation decks by coordinating with TCOs and SMEs •Facilitation of preparatory meetings with key stakeholders to review agendas, speaking notes and presentation deck •Facilitation and hosting of Formal Meetings with Regulators •Facilitation of executive and stakeholder debrief meetings and follow up items •Management Reporting: •Communicate and provide status reporting of the above activities to management and stakeholders •Liaise with other regulatory relations stakeholders outside of Technology •Work with Enterprise Technology Regulatory Management to improve the regulatory program management process to ensure regulatory activities met commitments, are performed efficiently and delivered timely with quality results •Promote and foster a cohesive team and positive work environment that encourages innovation, creativity and collaboration •Build and maintain positive working relationships by effectively communicating and regularly sharing information, issues/points of interest, learnings and knowledge with the team, internal and external business partners •Support management and other team members in the achievement of individual, divisional and team goals Job Requirements What can you bring to TD? Share your credentials and your relevant experience and knowledge. It helps if you have: •Undergraduate Degree or Technical Certificate. (Graduate Degree preferred). •7+ years relevant work experience in technology •CRISC certification or equivalent experience •CISA certification or equivalent experience •CISSP certification or equivalent experience a plus •University degree or relevant field / equivalent experience •Excellent English communication skills (written and oral), with experience interacting with all levels of management both within Company and Customer organizations •Ability to work in a high paced, multifaceted environment with minimal supervision •Ability to work independently and often autonomously in the management of projects, teams and operational disciplines and apply strategic thinking throughout the execution of work plans •Diverse, innovative thinking with respect to reusability of architecture and processes •Sound management techniques, experience in problem resolution and development of strategies for operational improvement •Drive to boost your knowledge and expertise by staying abreast of industry and business trends •Willingness to work closely and effectively with clients, stay connected to business needs and direction Additional Information Additional Information Join in on what others in TD Technology Solutions are doing: •Inspire a positve work environment and help champion quality, innovation, teamwork and service to the business. •Learn voraciously, stretch your thinking, share your knowledge and educate others. •Communicate and collaborate with both technical and non-technical professionals. •Cultivate winning relationships by building trust with business and technology partners. •Share our commitment to productivity, effectiveness and operational efficiency. •Embrace change and witness amazing things happen - from the inside. •Make your mark. Join a dynamic team. Explore new ideas. This is your opportunity to impact the future of banking technology in areas and ways you've never imagined (at a bank)! Visit techjobs.td.com to learn more. 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!
Regulatory Examination Specialist - Information Security
TD, Toronto, ON, CA
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 Department Overview Building a World-Class, Diverse and Inclusive Technology Team at TDWe can't afford to be boring. Neither can you. The scale and scope of what TD does may surprise you. The rapid pace of change makes it a business imperative for us to be smart and open-minded in the way we think about technology. TD's technology and business teams become more intertwined as new opportunities present themselves. This new era in banking does not equal boring. Not at TD, anyway. TD Regulatory, Audit & Compliance Assurance is home to a team of highly valued professionals who provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. They provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. Provides oversight and governance over remediation, site visits, supervisory and inquiry activities to meet commitments to Regulators. Also, responsible for Merger & Acquisition integration into Assurance functions. There's room to grow in all of it. Job Details About This Role We are looking for someone to join our Platforms & Technology Regulatory, Audit & Compliance Assurance organization as Regulatory Exam Lead. The successful candidate will Manage global regulatory examinations, on-going supervisions, request for information, formal meeting for all of Technology by conducting the following activities: •Facilitation of Technology Regulatory Responses: •Act as primary intake and facilitator for Technology related Regulatory activities and requests •Coordination with key stakeholders and SMES to collect artifacts and evidence to respond to request items •Review of artifacts and evidence for executive approval, content and redaction prior to submission to the regulators •Assurance of timely submission of artifacts and reporting to the regulators •Organize and file digital artifacts and evidence •Facilitation of Formal Meetings: •Act as primary coordinator and facilitator for Technology related Regulatory sessions •Facilitate the preparation of agendas, speaking notes and presentation decks by coordinating with TCOs and SMEs •Facilitation of preparatory meetings with key stakeholders to review agendas, speaking notes and presentation deck •Facilitation and hosting of Formal Meetings with Regulators •Facilitation of executive and stakeholder debrief meetings and follow up items •Management Reporting: •Communicate and provide status reporting of the above activities to management and stakeholders •Liaise with other regulatory relations stakeholders outside of Technology •Work with Enterprise Technology Regulatory Management to improve the regulatory program management process to ensure regulatory activities met commitments, are performed efficiently and delivered timely with quality results •Promote and foster a cohesive team and positive work environment that encourages innovation, creativity and collaboration •Build and maintain positive working relationships by effectively communicating and regularly sharing information, issues/points of interest, learnings and knowledge with the team, internal and external business partners •Support management and other team members in the achievement of individual, divisional and team goals Job Requirements What can you bring to TD? Share your credentials and your relevant experience and knowledge. It helps if you have: •Undergraduate Degree or Technical Certificate. (Graduate Degree preferred). •7+ years relevant work experience in technology •CRISC certification or equivalent experience •CISA certification or equivalent experience •CISSP certification or equivalent experience a plus •University degree or relevant field / equivalent experience •Excellent English communication skills (written and oral), with experience interacting with all levels of management both within Company and Customer organizations •Ability to work in a high paced, multifaceted environment with minimal supervision •Ability to work independently and often autonomously in the management of projects, teams and operational disciplines and apply strategic thinking throughout the execution of work plans •Diverse, innovative thinking with respect to reusability of architecture and processes •Sound management techniques, experience in problem resolution and development of strategies for operational improvement •Drive to boost your knowledge and expertise by staying abreast of industry and business trends •Willingness to work closely and effectively with clients, stay connected to business needs and direction Additional Information Additional Information Join in on what others in TD Technology Solutions are doing: •Inspire a positve work environment and help champion quality, innovation, teamwork and service to the business. •Learn voraciously, stretch your thinking, share your knowledge and educate others. •Communicate and collaborate with both technical and non-technical professionals. •Cultivate winning relationships by building trust with business and technology partners. •Share our commitment to productivity, effectiveness and operational efficiency. •Embrace change and witness amazing things happen - from the inside. •Make your mark. Join a dynamic team. Explore new ideas. This is your opportunity to impact the future of banking technology in areas and ways you've never imagined (at a bank)! Visit techjobs.td.com to learn more. 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!
Senior Director, Business Property Finance
BMO, Montreal, QC
Application Deadline: 05/02/2024Address:105 rue St-Jacques OBusiness Property Finance team focuses on alternate real estate sectors. Sectors covered include Seniors Housing, Hotels, Student Housing, Storage, Film Studio finance, data centers and parking. The role involves managing a large and complex portfolio of clients with portfolio size >$700 million in loans and over $10 million in revenue. Portfolio management includes both credit management and sales. Director is responsible for leading a 2-person team, which includes a dedicated associate and is involved in both underwriting credit and sales. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Optimizes returns and capital on assigned portfolioProvides clients 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 and sector expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.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.Networks with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data 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.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.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.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned 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.This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:8Job 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.
Senior Director, Business Property Finance
BMO Financial Group, Montreal, QC
Application Deadline: 05/02/2024 Address: 105 rue St-Jacques O Job Family Group: Commercial Sales & Service Business Property Finance team focuses on alternate real estate sectors. Sectors covered include Seniors Housing, Hotels, Student Housing, Storage, Film Studio finance, data centers and parking. The role involves managing a large and complex portfolio of clients with portfolio size >$700 million in loans and over $10 million in revenue. Portfolio management includes both credit management and sales. Director is responsible for leading a 2-person team, which includes a dedicated associate and is involved in both underwriting credit and sales. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Leads and executes business development plans to that business goals are achieved or exceeded. Optimizes returns and capital on assigned portfolio Provides clients 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 and sector expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Conducts independent analysis and assessment to resolve strategic issues. 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. Networks with industry contacts to gain competitive insights and best practices. Coordinates the management of databases; ensures alignment and integration of data 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. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Banks position. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the clients/prospects business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. 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. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and markets competitive environment Experience in contact negotiations with both clients and legal counsel Experience drafting responses to complex RFPs Experience with Sales Strategy and Sales referral process development Risk Management - In-depth Sales and Service Management In-depth Relationship Management - In-depth Change Leadership - Working Conflict Management & Resolution In-depth Resource Planning Working Business Acumen In-depth Financial and Working Capital Understanding In-depth Strategic Thinking Working 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. This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $84,000.00 - $156,000.00 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.
Business Development Specialist - BMO Insurance
BMO, Montreal, QC
Application Deadline: 03/29/2024Address: 630 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceThis role is part of the Inside Sales Team and work closely with the Business Development Manager in BMO Insurance.Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Consults with MGAs to promote BMO Life Assurance product and services to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting special quotes and identifying potential new MGAs and brokers.Attends and participates in regional industry events to promote BMO Life Assurance products and services, and enhances the overall reputation of the company.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Provides monthly reporting of sales results for MGAs and brokers, and generates discussions on more productive business development opportunities.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Creates marketing tools and presentations for use in the region.Maintains regional statistics.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bilingualism French and EnglishLife insurance license.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.In-depth knowledge of mutual fund industry is an asset.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$41 600,00 - $77 000,00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Technical Sales Rep
Wajax Limited, Langley, BC
The Opportunity Our Construction Sales team is in search of a full-time Sales Representative who will report to the Regional Sales Manager. This role is pivotal in expanding territory sales coverage within the Lower Mainland of BC. The Sales Representative will spearhead the sales strategy and execution plan, encompassing target account identification, prospecting, follow-up on sales leads, and fostering robust relationships with current clients. Additionally, they will actively cultivate and enhance business connections with our top-tier accounts by identifying opportunities and proposing creative solutions. The Role Account/territory management, financial merchandising, and prospect for new business. Create and execute a plan to generate and maintain sales of capital equipment construction to industrial customers. Meet quota objectives provided by sales management. Ability to use effective time and territory management skills. Personal visits to customer’s applications to identify opportunities. Effective use of direct mail, phone, and electronic media to communicate with prospects and customers. Must be able to develop and present written proposals to solve customers’ needs. Effectively present at the customers’ location in front of a group and show the benefits of your products and services. Actively participate in the use and expansion of the company’s CRM program Execute planned sales calls. Participate in sales training and use tools provided to educate on your own various products and services offered by the company. Review open proposals with sales management and request management participation in customer sales calls when necessary. Turn in complete orders to sales administration and review orders for accuracy. Ability to demonstrate products at the customer’s location. Coordinate with all departments sales strategies that exceed customers’ expectations. Offer customized financing packages to meet each customer’s unique requirements. Participate in tradeshows and other events as required. Performs other duties as assigned Support and promote Wajax’s other opportunities and offerings. The Candidate Education: Bachelor Degree / College Diploma Work Experience: 3 years of business-to-business sales experience Knowledge: Leadership level industry experience and knowledge of industry sectors an asset. Possess excellent verbal and written communication skills Must have valid driver’s license, clean driving record and automobile insurance Proficiency: Microsoft Office, including Outlook, Excel, Word and PowerPoint Compensation: $36K+Generous Commission Program+Vehicle Allowance+Comprehensive Benefit package The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements. Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.
Bilingual Specialist, Lending Operations
BMO, Quebec, QC
Application Deadline: 08/04/2024Address:VIRTUAL61 - HomeRes - QC - BMO#B2COperationsPlease note that this is a hybrid role (2x per month in the office) Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.Monitors and tracks performance, and addresses any issues.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Breaks down strategic problems, and analyses data and information to provide insights and recommendation.Gathers and formats data into regular and ad-hoc reports, and dashboards.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Executes work to deliver timely, accurate, and efficient service.Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.May function as a problem-solving resource for more junior staff.Provides input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/services or processes as required.Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met.Checks and reconciles information and documentation to ensure accuracy and completeness.Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines.Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.Data enters, reviews and verifies loan information and documentation for processing and/or further handling.Manages documentation to ensure that records are maintained in a proper manner.Analyzes data and information to provide insights and recommendations.Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained.Supports the development of tools and delivery of training focused on delivering business results.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Knowledge and experience using relevant systems and technology - In-depth.Knowledge and understanding of the business unit's key products and services, processes and controls - In-depth.Knowledge of the risk and regulatory requirements of the business - In-depth.Prioritization skills - Good.PC skills (MS Word, Excel, PowerPoint) - In-depth.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Bilingual (English / French)l - MandatoryThis position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Bilingual Specialist, Lending Operations
BMO Financial Group, Montreal, QC
Application Deadline: 08/04/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Customer Shared Services #B2COperations Please note that this is a hybrid role (2x per month in the office) Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Communicates with internal business partners and external customers to respond to standard and non-standard inquiries. Monitors and tracks performance, and addresses any issues. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Breaks down strategic problems, and analyses data and information to provide insights and recommendation. Gathers and formats data into regular and ad-hoc reports, and dashboards. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Executes work to deliver timely, accurate, and efficient service. Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager. May function as a problem-solving resource for more junior staff. Provides input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/services or processes as required. Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures. Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests. Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness. Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines. Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information. Data enters, reviews and verifies loan information and documentation for processing and/or further handling. Manages documentation to ensure that records are maintained in a proper manner. Analyzes data and information to provide insights and recommendations. Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations. Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained. Supports the development of tools and delivery of training focused on delivering business results. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Knowledge and experience using relevant systems and technology In-depth. Knowledge and understanding of the business units key products and services, processes and controls In-depth. Knowledge of the risk and regulatory requirements of the business In-depth. Prioritization skills Good. PC skills (MS Word, Excel, PowerPoint) In-depth. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Bilingual (English / French)l - Mandatory This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $44,500.00 - $82,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Business Intelligence Specialist - Senior
Computer Consultants International, Inc., Toronto, ON
HYBRID position at Toronto, OntarioMust haves:Demonstrated experience in (ETL) Extract, Transform & Load and Extract, Load and Transforms software development and a number of years of practical experience (minimum 7+ years)Demonstrated experience in creating both Functional Design Documents (FDD) & Detailed Design Documents (DDD).Proficient in SQL and Azure DevOpsThe Developer must have previous work experience in conducting Knowledge Transfer and training sessions, ensuring the resources will receive the required knowledge to support the system. The resource must develop learning activities using review-watch-do methodology & demonstrate the ability to prepare and present.
Bilingual Senior Specialist, Credit Underwriting
BMO, Quebec, QC
Application Deadline: 08/04/2024Address:VIRTUAL61 - HomeRes - QC - BMO#B2COperationsPlease note that the selected candidate will have to come to the Montreal office twice per month.Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Collaborates with internal and external stakeholders to deliver on business objectives.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Designs and produces regular and ad-hoc reports, and dashboards.Monitors and tracks performance and addresses any issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Supports the development of tailored messaging, which may include writing, editing, and distributing communications.Executes routine tasks (e.g. service requests, transactions, queries etc.) within relevant service level agreements.Provides input into the planning and implementation of operational programs.Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles.Completes credit analyses to adjudicate credit applications.Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments.Assists customers and conducts all credit and related transactions.Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements.May contact customers to obtain, clarify, or confirm information.Applies and documents sound credit granting applications and lending decisions.Follows security and safeguarding procedures to reduce credit/lending risks.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 8+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.8+ years of mortgage underwriting experience - required.Federal Housing Administration (FHA) and U.S. Department of Veterans Affairs (VA) in the U.S. - required.Strong comprehension of HUD Handbook 4155.1 and 4155.2 in the U.S. - required.Prior relationship management experience - preferred.Expertise in credit and lending products, related regulatory requirements, and secondary market guidelines.Experience with web-based approval systems (DU/LP) - required.In-depth pipeline management - required.Strong comprehension of complicated income structures, including income from multiple sources (e.g. self-employment, rental or trust income, etc.).In-depth knowledge of competitive marketplace and trends in product offerings.Ability to identify/manage potential risk.In-depth knowledge of cash flow, credit, and evaluating collateral.In-depth knowledge of complex credit request structures that minimize risk while providing business value to the customer.Working knowledge of credit policies, procedures, principles, and philosophy.Thorough knowledge of software used to capture credit applications.Strong ability to analyze complex financials and tax returns.Strong familiarity with credit financial analysis techniques.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Bilingual Specialist, Credit Underwriting
BMO, Quebec, QC
Application Deadline: 08/04/2024Address:VIRTUAL61 - HomeRes - QC - BMO#B2COperationsPlease note that the selected candidate will have to come to the Montreal office twice per month.Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Collaborates with internal and external stakeholders to deliver on business objectives.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Designs and produces regular and ad-hoc reports, and dashboards.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Supports the development of tailored messaging, which may include writing, editing, and distributing communications.Executes work to deliver timely, accurate, and efficient service.Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles.Completes credit analyses to adjudicate credit applications.Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments.Assists customers and conducts all credit and related transactions.Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements.May contact customers to obtain, clarify, or confirm information.Applies and documents sound credit granting applications and lending decisions.Follows security and safeguarding procedures to reduce credit/lending risks.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.5 - 7 years of experience with first mortgage underwriting and related transactions - required.In-depth pipeline management experience - required.Experience with web based approval systems - required.Expert knowledge of real estate lending products, regulatory compliance and secondary market guidelines.Working knowledge of competitive marketplace and product offering trends.Working knowledge of credit policies and procedures.Working knowledge of credit scoring, portfolio management, and risk management concepts.Working knowledge of cash flow, credit, and evaluating collateral.Strong experience in credit financial analysis.Working knowledge of financial statements analysis and review of tax returns.Knowledge of lending products and processes - Working.Knowledge of operational processes and supporting applications and policies - In-depth.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Bilingual Senior Specialist, Credit Underwriting
BMO Financial Group, Montreal, QC
Application Deadline: 08/04/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Customer Solutions #B2COperations Please note that the selected candidate will have to come to the Montreal office twice per month. Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Collaborates with internal and external stakeholders to deliver on business objectives. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Designs and produces regular and ad-hoc reports, and dashboards. Monitors and tracks performance and addresses any issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Supports the development of tailored messaging, which may include writing, editing, and distributing communications. Executes routine tasks (e.g. service requests, transactions, queries etc.) within relevant service level agreements. Provides input into the planning and implementation of operational programs. Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles. Completes credit analyses to adjudicate credit applications. Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments. Assists customers and conducts all credit and related transactions. Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements. May contact customers to obtain, clarify, or confirm information. Applies and documents sound credit granting applications and lending decisions. Follows security and safeguarding procedures to reduce credit/lending risks. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 8+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. 8+ years of mortgage underwriting experience - required. Federal Housing Administration (FHA) and U.S. Department of Veterans Affairs (VA) in the U.S. - required. Strong comprehension of HUD Handbook 4155.1 and 4155.2 in the U.S. - required. Prior relationship management experience - preferred. Expertise in credit and lending products, related regulatory requirements, and secondary market guidelines. Experience with web-based approval systems (DU/LP) - required. In-depth pipeline management - required. Strong comprehension of complicated income structures, including income from multiple sources (e.g. self-employment, rental or trust income, etc.). In-depth knowledge of competitive marketplace and trends in product offerings. Ability to identify/manage potential risk. In-depth knowledge of cash flow, credit, and evaluating collateral. In-depth knowledge of complex credit request structures that minimize risk while providing business value to the customer. Working knowledge of credit policies, procedures, principles, and philosophy. Thorough knowledge of software used to capture credit applications. Strong ability to analyze complex financials and tax returns. Strong familiarity with credit financial analysis techniques. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $60 000,00 - $111 700,00 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.
Bilingual Specialist, Credit Underwriting
BMO Financial Group, Montreal, QC
Application Deadline: 08/04/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Customer Solutions #B2COperations Please note that the selected candidate will have to come to the Montreal office twice per month. Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Collaborates with internal and external stakeholders to deliver on business objectives. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Designs and produces regular and ad-hoc reports, and dashboards. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Supports the development of tailored messaging, which may include writing, editing, and distributing communications. Executes work to deliver timely, accurate, and efficient service. Adjudicates new credit applications within defined limits or recommends credit products based on sound credit granting principles. Completes credit analyses to adjudicate credit applications. Responds to incoming inquiries in a prompt and professional manner and escalates issues to superiors or other departments. Assists customers and conducts all credit and related transactions. Keeps current with established processes, policies, and regulations, and knowledge of products, credit policies, services, and relevant legal, regulatory, and technology requirements. May contact customers to obtain, clarify, or confirm information. Applies and documents sound credit granting applications and lending decisions. Follows security and safeguarding procedures to reduce credit/lending risks. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. 5 - 7 years of experience with first mortgage underwriting and related transactions - required. In-depth pipeline management experience - required. Experience with web based approval systems - required. Expert knowledge of real estate lending products, regulatory compliance and secondary market guidelines. Working knowledge of competitive marketplace and product offering trends. Working knowledge of credit policies and procedures. Working knowledge of credit scoring, portfolio management, and risk management concepts. Working knowledge of cash flow, credit, and evaluating collateral. Strong experience in credit financial analysis. Working knowledge of financial statements analysis and review of tax returns. Knowledge of lending products and processes Working. Knowledge of operational processes and supporting applications and policies - In-depth. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $49,000.00 - $90,800.00 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.
Business Intelligence Specialist - Senior
Computer Consultants International, Inc., Toronto, ON
HYBRID position at Toronto, OntarioMust haves:Experience in using Power BI and other data visualization tools to create reports and dashboards, perform data exploration, and manage datasets.Expertise in designing interactive and visually appealing reports and dashboards using Power BI Desktop, including selecting appropriate visualizations and arranging elements for clarity.Experience in performing DAX formulas and functions for performing calculations, aggregations, and custom calculations in Power BIUnderstanding of good UI design in delivering rich user experience by creating custom visuals and themes in Power BI to enhance report aesthetics and functionality.
Commercial Support Associate - Commercial Banking
BMO, Vancouver, BC
Application Deadline: 04/02/2024Address:595 Burrard StreetProvides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex and/or top tiered clients.Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Gathers and formats data into regular and ad-hoc reports, and dashboards.Explores and identifies enhancements and cross-sell opportunities and bringing these opportunities to the appropriate line of business contact.Actively listens to clients' concerns and diagnoses clients' service needs.Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship.Accurately documents client requests using the group's tracking systems.Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.Applies consistent and timely follow ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.Serves as an advocate for individual clients and escalating issues as necessary to facilitate the timely resolution of service problems.Supports the development of tailored messaging, which may include writing, editing and distributing communications.Tracks collection of client service feesCollaborates with internal and external stakeholders in order to deliver on business objectives.Executes work to deliver timely, accurate, and efficient service.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Specialist Government and Community Programs
BMO Financial Group, Montreal, QC
Application Deadline: 04/18/2024 Address: 105-119-129 rue St-Jacques O Job Family Group: Commercial Sales & Service Provides swift independent, objective review of Canada Small Business Finance Program (CSBFP) loan transactions submitted on-going by Relationship Managers (RMs) for Business Banking (BB) borrowers. Prepares and handles CSBFP related documentation. Delivers exceptional client service by truly understanding the needs of BB borrowers and RMs. Supports BB loan fulfillment operations and change initiatives. Provides coaching to and supports RMs from which CSBFP applications and transactions originate. Proactively identifies opportunities to provide value-added financial solutions that meet client needs and expand the loan portfolio. Executes work to deliver timely, accurate, and efficient service. Reviews and communicates CSBFP loan funding eligibility decisions with rationales that can be understood and explained to RMs and their customers Provides advice and guidance to BB RMs for various CSBFP transactions. Employs systems (e.g. Excel Deal Tracker, Track It etc.) to manage information. Provides technical expertise to other team members, acting as a go-to person for the team. Supports the manager by coordinating and managing workflow and exception requests; escalates any concerns. Identifies and advises on transaction terms, conditions, and requirements and opportunities for cross-selling or alternative solutions that meet client needs. Keeps abreast of economic and market developments affecting CSBFP lending to inform credit risk policies and decision making. Adheres to BMO policies and guidelines for CSBFP loans. Coaches and advises customer-facing employees on CSBFP to increase awareness of transaction risks like fraud & impediments, Policies, Standards of Procedure and knowledge of CSBFP process. Supports the execution of strategic initiatives for BB and CSBFP Gathers and formats data into regular and ad-hoc reports and dashboards. Monitors and tracks performance and addresses any issues. Provides input into the planning and implementation of operational programs. Responds to inquiries and resolves issues raised through audits and quality checks to adequately document lending decisions. Builds effective relationships with internal/external stakeholders. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Advanced understanding of business banking products, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies. Strong knowledge of credit qualification and adjudication standards, policies, and procedures. Strong knowledge of Canada Small Business Finance Program (CSBFP) 110-54 and related SOPs Ability to use Business Connect and Customer Connect Comfortable interacting with Relationship Managers and Credit Funders Comfortable interaction with suppliers who service BMO borrowers. Reviews these key documents: commercial lease agreements, Purchase & Sales Agreements, franchise agreements, construction contracts and invoices. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $54,500.00 - $101,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Specialist Government and Community Programs
BMO, Montreal, QC
Application Deadline: 04/18/2024Address:105-119-129 rue St-Jacques OProvides swift independent, objective review of Canada Small Business Finance Program (CSBFP) loan transactions submitted on-going by Relationship Managers (RMs) for Business Banking (BB) borrowers. Prepares and handles CSBFP related documentation. Delivers exceptional client service by truly understanding the needs of BB borrowers and RMs. Supports BB loan fulfillment operations and change initiatives. Provides coaching to and supports RMs from which CSBFP applications and transactions originate. Proactively identifies opportunities to provide value-added financial solutions that meet client needs and expand the loan portfolio.Executes work to deliver timely, accurate, and efficient service.Reviews and communicates CSBFP loan funding eligibility decisions with rationales that can be understood and explained to RMs and their customersProvides advice and guidance to BB RMs for various CSBFP transactions.Employs systems (e.g. Excel Deal Tracker, Track It etc.) to manage information.Provides technical expertise to other team members, acting as a go-to person for the team.Supports the manager by coordinating and managing workflow and exception requests; escalates any concerns.Identifies and advises on transaction terms, conditions, and requirements and opportunities for cross-selling or alternative solutions that meet client needs.Keeps abreast of economic and market developments affecting CSBFP lending to inform credit risk policies and decision making.Adheres to BMO policies and guidelines for CSBFP loans.Coaches and advises customer-facing employees on CSBFP to increase awareness of transaction risks like fraud & impediments, Policies, Standards of Procedure and knowledge of CSBFP process.Supports the execution of strategic initiatives for BB and CSBFPGathers and formats data into regular and ad-hoc reports and dashboards.Monitors and tracks performance and addresses any issues.Provides input into the planning and implementation of operational programs.Responds to inquiries and resolves issues raised through audits and quality checks to adequately document lending decisions.Builds effective relationships with internal/external stakeholders.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Advanced understanding of business banking products, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.Strong knowledge of credit qualification and adjudication standards, policies, and procedures.Strong knowledge of Canada Small Business Finance Program (CSBFP) 110-54 and related SOPsAbility to use Business Connect and Customer ConnectComfortable interacting with Relationship Managers and Credit FundersComfortable interaction with suppliers who service BMO borrowers.Reviews these key documents: commercial lease agreements, Purchase & Sales Agreements, franchise agreements, construction contracts and invoices.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Team Lead - HCM Implementation and Support
CGI Group, Montreal, QC
Position Description: Team Lead - HCM Implementation and SupportCGI - Payroll Services Centre (PSC) offers all-in-one cloud-based solution that simplifies Payroll and Human Capital Management. As part of a dynamic team, you will contribute to the success of local businesses! We are proud of our privileged relationships with clients, and their satisfaction rate is very high. Every day, our members help hundreds of customers pay their employees in different industries. In this role, you will contribute to the success of local businesses within a dynamic team, with over 650 professionals and 60,000 customers! We are looking for a reliable and motivated individual. Are you ready to play a key role?We are ready for you:- Never stop learning: we offer a complete, ongoing and paid training on Canadian payroll;- Never stop growing: Career Opportunities supported by a professional development plan- Build true partnerships with your teammates, managers and clients.- Enjoy our work environment recognized as one of the best in the country (Great Place to Work certified)- As CGI members you will have access to our Share Purchase Plan and will join our Profit Participation Plan as of your first day with us- We care for our members: Employee Assistance Program, Health and wellness program, Comprehensive Insurance coverage financial assistance for your job-related studies; telemedicine, etc.- Work-life balance: a flexible weekday schedule.The opportunity that awaits you:Reporting to the Director of the Product and Human Capital Management team, the Team Lead of HCM Implementation and Support, will take part in a project to commercialize new key products for the CGI Payroll Services Center. The Team Lead will be responsible for managing a team of implementation consultants and support specialists, ensuring successful project delivery and ongoing client satisfaction. The ideal candidate will have a strong background in HCM technology, project management, and team leadership. On a typical day, you will:- Lead a team of implementation consultants and support specialists in the successful delivery of HCM product implementations and ongoing support services;- Collaborate with clients to understand their business requirements, configure the HCM product solution to meet their needs, and ensure successful system deployment- Develop and maintain project plans, timelines, and resource allocations to ensure on-time and within-budget project delivery;- Provide guidance and support to team members, including mentoring, coaching, and training on HCM best practices, software functionality, and implementation methodologies- Act as the primary point of contact for clients, addressing their inquiries, resolving issues, and ensuring high levels of client satisfaction throughout the implementation and support process- Collaborate with internal stakeholders, including sales, product development, and customer success teams, to identify opportunities for product enhancements and improvements based on client feedback and market trends- Stay current on industry trends, best practices, and regulatory requirements related to HCM product, and share knowledge and insights with team members- Track and report on key performance metrics, including project milestones, client satisfaction scores, and team productivity.Requirements: - University degree in human resources, industrial relations, administration, or in a related field or any other combination of studies and relevant experience;- Minimum of 8 years of experience in HCM software implementation, support, or related field.- Proven experience leading and managing teams in a fast-paced, client-facing environment.- Strong understanding of HCM concepts, processes, and technologies, with experience working with leading HCM software solutions (e.g., SAP SuccessFactors, Oracle HCM Cloud, Workday).- Excellent communication, interpersonal, and problem-solving skills, with the ability to build rapport with clients and internal stakeholders.- Project management certification (e.g., PMP) is an asset.- Excellent communication skills in French and English, both verbal and written.#LI-LG1What you can expect from us:Insights you can act on While technology is at the heart of our clients’ digital transformation, we understand that people are at the heart of business success.When you join CGI, you become a trusted advisor, collaborating with colleagues and clients to bring forward actionable insights that deliver meaningful and sustainable outcomes. We call our employees ''members'' because they are CGI shareholders and owners and owners who enjoy working and growing together to build a company we are proud of. This has been our Dream since 1976, and it has brought us to where we are today - one of the world’s largest independent providers of IT and business consulting services.At CGI, we recognize the richness that diversity brings. We strive to create a work culture where all belong and collaborate with clients in building more inclusive communities. As an equal-opportunity employer, we want to empower all our members to succeed and grow. If you require an accommodation at any point during the recruitment process, please let us know. We will be happy to assist.Ready to become part of our success story? Join CGI - where your ideas and actions make a difference! Skills: Analytical ThinkingCustomer Service & Support What you can expect from us: Together, as owners, let’s turn meaningful insights into action.Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.