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Tax Manager- Asset Management, Digital House
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. What you will do An opportunity to lead large sized client engagements. Reviewing work for junior staff to ensure accuracy and completeness. Providing ongoing technical support, coaching and mentoring for the professional development of junior staff. Work with technology enabled proprietary platforms enabling operational and regulatory tax reporting tax processing for various clients related to distributions for Canadian investment funds, annual Canadian tax compliance and US reporting for Canadian investment funds (PFIC reporting). As a Tax Manager on the team you will have considerable opportunities to interact with our clients directly and form part of their extended team as you work closely with them. You will be involved with engagement planning, organizing teams to deliver on investment fund tax engagement mandates which span the investment fund's tax life cycle. What you bring to the role Minimum of four years' experience in a public accounting tax firm and/or fund industry or related. An understanding and/or interest in tax in the asset management industry. Knowledge and ability to implement processes and procedures to help create efficiencies. Proven leadership skills. Excellent verbal and written communication skills. Ability to manage conflicting demands and priorities. Ability to forecast and avoid future challenges and conflict from repeating, while keeping in mind practicalities and costs. Effective negotiation skills by identifying common ground and potential solutions that are beneficial to all parties. Excellent client service skills with the ability to understand the clients' businesses. Dedication and motivation to achieve high standards of client service and professionalism in the performance of duties. Completion or interest in enrollment in the CPA Canada In-Depth Tax Program. CPA/CA desigantion is an asset. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Senior Manager, Strategic Planning
Ontario Institute For Cancer Research, Toronto, Ontario
The Ontario Institute for Cancer Research (OICR) is seeking a Senior Manager, Strategic Planning to support the development of OICR's strategic plan and supporting business case. This critical role will work closely with the Head, Strategy, Governance and Partnerships, the senior leadership team and the Communications team in executing a highly consultative strategic planning process to identify, assess and develop Institute priorities and associated budget, and prepare the 2026-2031 OICR strategic plan and a compelling funding request to the Ministry of Colleges and Universities.This position is temporary, full-time until September 2025.OICR is Ontario's cancer research institute. We bring together people from across the province and around the world to improve the lives of everyone affected by cancer. We take on the biggest challenges in cancer research and deliver real-world solutions to find cancer earlier and treat it more effectively. We are committed to helping people living with cancer, as well as future generations, live longer and healthier lives.Launched in December 2005, OICR is an independent institute funded by the Government of Ontario through the Ministry of Colleges and Universities.Position responsibilities include:Conducts primary and secondary research to analyze trends/developments, and assess new opportunitiesCoordinates and leads consultations and workshops, preparing materials including (but not limited to): meeting agendas, interview questions, synthesized notes, terms of reference, and proposalsPrepares and presents slide decks and other material to support stakeholder engagementPrepares, disseminates and analyzes stakeholder surveys to obtain input that will inform the strategic plan, and compiles recommendations based on the resultsManages and monitors the work of any consultants working on aspects of the strategic planSynthesizes information, interprets and uses critical thinking skills to draw conclusions, propose options and formulate recommendationsWrites and edits reports including landscapes and white papers, consulting others as required to obtain required information and feedbackWorking with the Communications team, assists in the design, writing and collation of sections of the Strategic Plan into a coherent and compelling documentLead the development of a compelling business case and funding request to the Ontario government in support of the strategic planWorking with the Communications team, support stakeholder engagement to build support for the strategic plan and business case submissionLeads strategic projects, as required, to help transform institute practices and operationsTranslates identified strategic priorities to tactical execution, managing the projects and changes needed to support the implementation of the strategic planManages the department's cost centre to monitor spend on strategic planning activitiesParticipates in initial project design, providing advice on planning methodology, process, timelines and provides project management as requiredResearches best practice for data collection; analyzes, evaluates and interprets data/information requirements for projectsEstablishes/maintains relationships with key internal and external stakeholders and external consultantsPerforms cross-functional and/or other duties consistent with the job classification, as assigned or requested Qualifications:Master's degree in a health, life sciences, public health or related disciplinePractical and related experience in strategic planningManagement consulting experience, MBA or equivalent business experience is an assetUnderstanding of cancer research and the cancer research ecosystem is an assetProject management training is an assetAdvanced critical thinking and analytical skillsDetail-oriented, with a strong sense of the bigger pictureExcellent judgementExcellent verbal and written communication skillsCreative and flexible mindsetStrong organizational skills, with ability to balance multiple priorities and meet deadlinesDemonstrated ability to work independently and as part of a teamFor more information about OICR, please visit the website at www.oicr.on.ca.To learn more about working at OICR, visit our career page.CLOSING DATE: Until Filled
Consultant/Senior Consultant, Internal Audit
Deloitte,
Job Type:Permanent Reference code:125752 Primary Location:Calgary, AB All Available Locations:Calgary, AB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Partner with clients to solve their most complex problems Be empowered to lead and have impact with clients, our communities and in the office. Be expected to share your ideas and to make them a reality. What will your typical day look like? As an Internal Auditor, you will be responsible for leading and executing fieldwork audits at various organizations, including assessing the effectiveness of their controls according to established assessment frameworks (such as SOX-404, NI52-109 and Institute of Internal Auditors Professional Practices Framework.) This will include using established tools and methodologies to develop risk-based audit plans, collect and analyze data, working with subject matter experts, and documenting and support results. Audits are conducted in a wide range of industries and sectors. They will require you to use skill sets such as conducting client risk interviews surrounding business process functions, leading and teaching teams, co-facilitating workshops, synthesizing and communicating complex ideas, developing value-added recommendations assisting with risk mitigation strategies, and using your business savviness and verbal skills to build trust and creditability with your client base.About the team Our Deloitte Risk Advisory team helps our clients better manage strategic and operational risks. Our professionals help organizations enhance the effectiveness, quality, and value received from their governance, risk management, and internal control processes. Our broad understanding of risks and controls and related areas of operational improvement, combined with our specific industry sector and market knowledge and subject-matter specialists, help our clients confirm that their processes and controls are designed appropriately, and are operating effectively and efficiently to bring the greatest possible value to the organizations. Our Deloitte Internal Audit practice is a world-class internal audit service provider. We bring high-impact outcomes to our clients and generate the insight management and Board's need to navigate today's complex business environment. We are trusted, respected, and sought after!Enough about us, let's talk about you You are someone who has: • Undergraduate degree in Business or a related field • 3 to 5 years experience in an internal audit function or professional service firm • Experience including CEO / CFO certification, Operational Audits, IT Controls, and annual Internal Audit planning • Accounting or internal audit designation (CPA, CIA) is preferred • Strong knowledge of business operations and key processes will be considered a key asset • Excellent verbal and written communication skills • Strong business acumen and executive presence • Analytical, problem-solving, and project management skills • Experience with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, and team leadership • Proficient in Microsoft Excel, Word, and PPT • Data analytics and data visualization (considered an asset) • Canadian travel may occasionally be requiredTotal RewardsThe salary range for this position is $63,000 - $107,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Internal Audit, Developer, Accounting, CPA, Risk Management, Finance, Technology
Consultant/Senior Consultant- GIA
KPMG, Winnipeg, MB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Opportunity: KPMG's growing and market-leading Global Infrastructure Advisory practice is looking for an individual who is interested in infrastructure strategy, finance, procurement, project management, planning and operations to join our practice in Manitoba. Over the past 35 years, our Global Infrastructure practice has become the largest of its kind in Canada due to our deeply specialized knowledge and skills, and unrelenting commitment to client service excellence. As leaders of the industry, we are passionate about earning client trust. We take personal accountability in measuring success from the only perspective that matters - our clients. Our Global Infrastructure Advisory team - comprising of over 100 professionals nationally - is a multi-disciplinary group of capital project managers, accountants, engineers, management consultants, economics, and finance professionals, many of whom are former leaders and professionals from industry. We add value to our clients on their major projects by helping them understand and manage the risks associated with their projects and to improve performance. From strategy development through to operations, KPMG's Global Infrastructure Advisory practice provides advice to project owners, contractors, operators, investors and government organizations at every stage of complex projects and programs. What you will doThe wide range of businesses and projects we work on means that our people have huge variety in their roles. This variation in the role means there is no set pattern for the types of work you will be doing on a day-to-day basis. The successful candidate will assist in the delivery of high quality services to public sector and private sector clients. Working in a team, the Consultant will advise on projects for government (federal, provincial and municipal) and the private sector, across a wide range of markets including utilities, transportation, agri-food, manufacturing, real estate, education, healthcare, and other service sectors. Responsibilities of this position may include: Working on and leading multi-disciplinary teams on a variety of projects Communicating with different parties such as clients and other advisors Preparing and distributing reports and proposals Preparing proposals for RFP submissions Performing research, data gathering, economic, financial and statistical analysis Assisting with the development, and review of financial models Conducting thorough due diligence on financial and operational data Participating in strategic advice to clients based on detailed analysis Assisting in preparing strategic plans, business plans and business cases Contributing to a dedicated team of professionals in delivering advisory services to clients. What you bring to the roleYou are highly motivated and enthusiastic to take on a variety of challenges and opportunities. You have a strong academic record and are committed to professional development. You are passionate about being involved in your local community and university. You have a proven track record of successfully dealing with competing priorities and deadlines under pressure. You have a strong sense of personal accountability, and are focused on achieving your personal and career goals. Skills & Qualifications Undergraduate or graduate degree in business, finance, economics, engineering, planning, or similar area Excellent writing and verbal communication skills Strong interpersonal skills A team-oriented attitude, and ability to work independently and as part of an integrated team Proven capability of working within a multi-disciplinary team Demonstrated initiative and ability to communicate and engage with diverse groups Strong technical, analytical and problem-solving capabilities Flexibility to manage multiple assignments and competing priorities Strong quantitative and computer skills Ability to travel within Canada and abroad, as necessary. Preference given to those with: 3-5 years of industry experience in a relevant industry (e.g. government, engineering, construction, real estate, utilities); and/or Strong relationship-building skills to interact with clients and colleagues Driven to learn from experiences and seek out feedback and opportunities Ability to provide consultation and analysis for the variety of clients you will serve Excellent written and oral communication skills Strong financial, business, computer and analytical skills An intellectual curiosity. Demonstrated skills and experience in one or more of the following: economic and financial analysis leading and facilitating meetings/workshops operational and business improvement lifecycle asset management data analytics, business intelligence and GIS Keys to your success: KPMG individuals Deliver Impact | Seek Growth | Inspire Trust and understand that a diverse workforce enables us to deepen relationships and strengthen our business. Providing you with the support you need to be at your bestFor more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Consultant - Global Infrastructure Advisory
KPMG, Regina, SK
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Opportunity: KPMG's growing and market-leading Global Infrastructure Advisory practice is looking for an individual who is interested in infrastructure strategy, finance, procurement, project management, planning and operations to join our practice in Manitoba. Please note that Consultant is an entry-level position, with opportunities to grow your career at a leading global professional services firm. Over the past 35 years, our Global Infrastructure practice has become the largest of its kind in Canada due to our deeply specialized knowledge and skills, and unrelenting commitment to client service excellence. As leaders of the industry, we are passionate about earning client trust. We take personal accountability in measuring success from the only perspective that matters - our clients. Our Global Infrastructure Advisory team - comprising of over 100 professionals nationally - is a multi-disciplinary group of capital project managers, accountants, engineers, management consultants, economics, and finance professionals, many of whom are former leaders and professionals from industry. We add value to our clients on their major projects by helping them understand and manage the risks associated with their projects and to improve performance. From strategy development through to operations, KPMG's Global Infrastructure Advisory practice provides advice to project owners, contractors, operators, investors and government organizations at every stage of complex projects and programs. What you will doThe wide range of businesses and projects we work on means that our people have huge variety in their roles. This variation in the role means there is no set pattern for the types of work you will be doing on a day-to-day basis. The successful candidate will assist in the delivery of high quality services to public sector and private sector clients. Working in a team, the Consultant will advise on projects for government (federal, provincial and municipal) and the private sector, across a wide range of markets including utilities, transportation, agri-food, manufacturing, real estate, education, healthcare, and other service sectors. Responsibilities of this position may include: Working with Indigenous communities and organizations Working on and leading multi-disciplinary teams on a variety of projects Communicating with different parties such as clients and other advisors Preparing and distributing reports and proposals Preparing proposals for RFP submissions Performing research, data gathering, economic, financial and statistical analysis Assisting with the development, and review of financial models Conducting thorough due diligence on financial and operational data Participating in strategic advice to clients based on detailed analysis Assisting in preparing strategic plans, business plans and business cases Contributing to a dedicated team of professionals in delivering advisory services to clients. What you bring to the roleYou are highly motivated and enthusiastic to take on a variety of challenges and opportunities. You have a strong academic record and are committed to professional development. You are passionate about being involved in your local community and university. You have a proven track record of successfully dealing with competing priorities and deadlines under pressure. You have a strong sense of personal accountability, and are focused on achieving your personal and career goals. Skills & Qualifications Knowledge and understanding of Indigenous histories as they relate to current issues in reconciliation. Undergraduate or graduate degree (or technical diploma) in business, architecture or engineering, finance, economics, engineering, planning, or similar area Excellent writing and verbal communication skills Strong interpersonal skills A team-oriented attitude, and ability to work independently and as part of an integrated team Proven capability of working within a multi-disciplinary team Demonstrated initiative and ability to communicate and engage with diverse groups Strong technical, analytical and problem-solving capabilities Flexibility to manage multiple assignments and competing priorities Strong quantitative and computer skills Ability to travel within Canada and abroad, as necessary. Preference given to those with: 3-5 years of industry experience in a relevant industry (e.g. government, engineering, construction, real estate, utilities); and/or Demonstrated skills and experience in one or more of the following: Community engagement Infrastructure project planning, procurement or delivery economic and financial analysis leading and facilitating meetings/workshops operational and business improvement lifecycle asset management data analytics, business intelligence and GIS Keys to your success: KPMG individuals Deliver Impact | Seek Growth | Inspire Trust and understand that a diverse workforce enables us to deepen relationships and strengthen our business. Providing you with the support you need to be at your bestFor more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Consultant, MarTech Implementation
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe MarTech Implementation Consultant is responsible for supporting the implementation and maintenance of all digital analytics tools and Adobe Marketing technology integration for our Manulife US segment. You will collaborate with digital channel owners to ensure proper tagging of their marketing technology and tracking of specific elements/dimensions and partner with IT on the continuous development process of enhancements made on our web and app properties. The MarTech Implementation Consultant will drive efficiencies across the organization and set best practices for all business units. They are at the forefront of digital analytics implementation technology advancements and explore areas of opportunities.A successful candidate will have experience in multiple subject areas; particularly around analytics technology and digital analytics tagging strategy, and a strong understanding of digital measurement. The implementation consultant will work collaboratively with various stakeholders from digital marketing, optimization, IT, and external providers to deliver best-in-class tagging solution guidance, data integration, and digital analytics governance. S/he will devise the standardized tagging methodology that will drive the IT-led architectural decisions required to support the platform and will oversee its implementation to ensure that the most relevant variables may be easily extracted using digital analytics and marketing technology systems.Key Accountabilities:Support the implementation and maintenance of Digital analytics tools (Adobe Analytics, Tag Management System -Adobe Launch) for the new/existing web properties.Work closely with business analysts to define implementation requirements, Functional/Tagging Specification Documents and maintain documentation on processes of implementation.Collaborate with IT on continuous development work and closely align initiatives on our web properties.Develop, customize, and troubleshoot events and tags in complex environments with the use of JavaScript, XML, HTML, and CSS.Implement analytics tracking codes and assist in quality assurance to ensure tagging functionality across all web properties.Conducting A/B tests, and experience targeting on various web pages to optimize and personalize the user’s web experience through Adobe Target and recommend changes that enable stakeholders to make appropriate strategic decisions.Look for cutting-edge best practices in digital analytics enablement such as event-driven data layer standardization, Adobe MarTech integration, etc. Job Requirements (Education, Experience, Knowledge, Skills, and Competencies):Undergraduate degree in engineering, computer science, or IT-related fieldAt least 3 years of experience in digital analytics such as Adobe Analytics or Google Analytics, focusing on measurement of digital performance, data integration, and development.Strong JavaScript, XML, HTML, CSS, and computer programming conceptsAdvanced knowledge of dynamic tagging solutions (Adobe Launch/DTM, Google Tag Manager)Hands-on experience in event-driven data layer implementation for Adobe AnalyticsHands-on experience creating and maintaining SDR implementations.Adobe Analytics and related Adobe Experience cloud tools expert (Adobe Experience Manager, Target, Audience Manager, RT-CDP, Adobe APIs etc.)Self-motivated team player with a strategic mindsetStrong organizational, communications, and time management skillsAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Inside Sales Wholesaler, Retail Distribution - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/21/2024Address:100 King Street WestAssociate, Internal Sales, Retail Distribution - BMO Global Asset ManagementThe Associate, Internal Sales, Retail Distribution will be responsible to promote and sell BMO Global Asset Management (BMO GAM) investment & portfolio solutions products and services within the internal distribution channels in P & BB (Personal & Business Banking). Results will be attained through the initiation and execution of sales coaching calls to Personal Bankers in their regions. Also, support and sales activities & events in partnership with the Senior Associate's sales & business development objectives.Provide internal phone sales support to Personal Bankers for the BMO Global Asset Management line of business through promotion of Mutual Funds & investment solutions.Partner with Regional Sales Managers in the implementation of sales strategies for GAM Retail investment products & services within P&BB distribution channels in the region.Engage and conduct coaching and training via phone/video sessions individually or in a group setting to increase awareness and penetration to internal partners through phone meetings, workshops, webinars, branch huddles and seminars.Be the point of contact for internal partners across assigned regions for any BMO Global Asset Management Retail investment related queries.Proactively identifying coaching and training opportunities by analyzing various metrics such as branch segmentation, penetration rates, branch needs and scorecard results.Create, build and maintain strategic working relationships with internal partners throughout the distribution channels within BMOFG.Help develop sales tools/strategies and tactics aimed primarily at BMs, PBs/PBAs and FPs to engage, and increase P&BB Retail Mutual Fund SalesConduct regular best practices sessions and presentations on selling techniques, provision of scripts and/or campaign info on behalf of P&BB Sales.Assist Regional Senior Assoicate's in territory management.Operates in multiple working relationships/partnerships/environments.Assists in direct client education of BMO GAM Investment Solutions to end investors as required through seminars & webinars or joint calls with branch advisors.Responsible for managing various incoming sales leads and assignment to appropriate partners in branches.Participate in direct client sales initiatives undertaken in partnership with the Regional Senior Associate or Marketing as required.QualificationsTrack record of consistent Personal Banker performance related to investment sales results preferred.Completion of IFIC (Mutual Funds Investments Course) or CSC (Canadian Securities Course). Canadian Practices Handbook (CPH) added benefit.University degree or College diploma required, related industry courses ideal.Minimum 3 years of financial services industry and investment product sales experienceIn-depth knowledge of BMO Funds and Mutual Funds organization and Banking Group interrelationships.Proven Sales experience and client relationship management experience required.Strong relationship skills, interpersonal, and communication skillsStrong presentation and facilitation skillsFamiliarity with retail investment products and distribution channels within the marketplaceMust be proactive, driven and motivated with a positive attitude and a desire to develop businessGrade: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 Employee Relations Consultant
BMO, Montreal, QC
Application Deadline: 04/19/2024Address:105-119-129 rue St-Jacques OProvides expert employee relations advice and governance to an assigned portfolio to ensure that employee relations policies, practices and strategies support the business/group strategies and meet regulatory/legal requirements. Ensures that initiatives and HR solutions (programs and processes) are consistently and effectively implemented across the business groups. Supports various employee relations programs & initiatives managed internally and with vendors, including work related to acquisitions, divestitures, employment transitions, separation agreements, and outsourcing.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.Develops employee relations solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides employee relations advice and guidance to assigned business/group on the implementation of solutions.Educates managers on all aspects of Labor Relations management including relevant HR policies, appropriate procedures and practices, legislation and regulations and employee relations related training and learning opportunities.Acts as a subject matter expert to interpret applicable regulations & policies and makes recommendations on how to resolve business issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Conducts independent analysis and assessment to resolve strategic issues.Provides support for severance and reductions in force (e.g., consulting with businesses, providing templates for severance packages, producing calculations & outplacement estimates, responding to inquiries from impacted employees/managers).Performs the initial intake and primary assessment for employee relations requests to determine facts, identify issues & mitigate risks.Provides input into the planning & implementation of operational programs and executes within required service level agreements and standardsProvides governance over employee relations matters by advocating the fair and equitable treatment of employees while ensuring that employee relations practices and strategies clearly support the business/group and enterprise strategies; has the dual challenge to protect the legal and legislative rights of both employees and the organization.Investigates employee complaints within area of expertise, provide solutions for resolution and ensuring that finds are documented.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.May act as the point person for key vendor relationships (Supplemental Unemployment Benefit Plan Administrator, Career Transition Services, and Unemployment Claims Management) and manage operational programs.Breaks down strategic problems, and analyses data and information to provide employee relations insights (including employee transitions) and recommendations.Monitors and tracks program performance, and addresses any issues.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 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Law degree preferred.Appropriate HR designation preferred.Bilingualism is an asset.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.
Asset Management & Reliability Manager
Maple Leaf Foods Inc., Mississauga, ON
The Opportunity: Reporting to the Director, Asset Management and Reliability, this position is within the Asset Reliability Group (ARG). The ARG sets strategy and direction for reliability, asset management, and maintenance for all Maple Leaf Foods manufacturing facilities (network of 25+ sites), and precisely executes on a roadmap to move the manufacturing Asset Reliability (AR) maturity and performance toward world class. This position is responsible for providing technical, strategic, and analytical leadership to operationalize the AR strategy and roadmap across the Maple Leaf network. The role focuses on improving network reliability through developing and deploying Autonomous Maintenance (Operator Care), Reliability Centered Maintenance (RCM) and asset lifecycle management, transformation through modernization and automation, and Total Productive Maintenance (TPM); all of which is to reduce downtime, increase throughput, eliminate health & food safety risks, minimize carbon footprint, and maximize the asset lifecycle. This position has a high degree of visibility and intractability, where focus and attention on the “voice of the customer” is key for success. This position requires frequent interactions, presentation and direct engagement with Maintenance Managers, Plant Managers/Site Leaders, and members of the senior management forum (VP’s) in cross-functional groups (including information solutions (IS), Food Safety, Finance, Engineering, Sustainability, Operations Excellence, Six Sigma, and Procurement) to advance the AR strategy towards achieving the AR Bold Goal. Any MLF team member interested in being considered for this role are encouraged to apply online by April 01. Applications received beyond that date are not guaranteed consideration. Snapshot of a Day-in-the-Life: Develop and deploy standardized TPM programs across the Maple Leaf network Be a subject matter expert in identifying risks and costs to reliability using statistical methods and KPIs Develop strategic action plans for mitigating risk to uptime, costs, and customer fill-rates service levels using Reliability Centered Maintenance and other Six Sigma techniques Develop asset strategies for common and critical assets in collaboration with cross-functional teams. Establish the requirements and process for asset lifecycle management, from design to decommissioning Develop and deploy asset health and condition indexing for long-term asset investments Monitor and maintain AR systems and analytical tools; identify and address chronic problems Enhance work management processes, developing standards, SOPs, guides, audits, and training Improve and sustain the integrity and quality of AR data by implementing network-wide standards and KPIs Perform benchmarking gap analysis to define AR maturity opportunities towards world-class Coach plant teams and facilitate failure mode and effect analysis (FMEA), root cause failure elimination (RCFE), and preventive maintenance optimization (PMO). Establish processes for spares planning; identify opportunities to eliminate and prevent excess inventory. Provide change management and training for plant reliability practices and maintenance techniques. Provide reliability due diligence inputs to new builds, and mergers & acquisitions Attend industry events to keep AR strategy aligned with leading technologies and processes Other related maintenance and reliability problems and improvement opportunities activities, as assigned. What You’ll Bring: 4-year University degree in a technical, Engineering, or STEM field. PMP, Blackbelt, and/or six-sigma training. 10+ years in developing and deploying standardized TPM, RCM, and asset lifecycle management programs Managing multi-site scale strategic programs and projects with network/system level impact. Program change management, governance, sustainment, and audit in a multi-site environment. Highly tech savvy with information technology, relational databases, reporting, analytical platforms, BI tools, relational databases, generative AI platforms, CMMS. Experience in Manufacturing or a fast-paced industrial environment People leadership and managing & developing salaried professional staff What makes you standout: Professional Engineering Association Membership (P.Eng.) and/or MBA preferred. RCM or equivalent certification will be an asset. Technical consulting or experience in client facing or site support roles Knowledge of GMPs, food safety development and health & safety requirements Continuous improvement mindset, critical thinker, challenging the status quo Creative problem solver (not just problem finder), entrepreneurial spirit, and can-do attitude Proven capability to provide technical leadership to business and operations Self-starter, high energy, customer oriented, with superb communication/interpersonal skills at all levels Results oriented, organized, and capable of working independently while managing multiple priorities Must be highly adaptable to constant change, working on various initiatives simultaneously, and comfortable in a very fast paced environment What We offer at Maple Leaf Foods: Being part of a high-performance, people-focused company that has an inspiring and unique vision to become the most sustainable protein company on earth, and a deep commitment to sustainable protein across North America. An inclusive company culture and a work environment that keeps our people safe, rewards excellence, and empowers everyone to learn and contribute their best. A hybrid work model that embraces remote work for eligible roles, helping team members achieve work-life balance-combining the best of both spending time working remotely, benefitting from focus time, and purposeful collaboration in the office setting. Competitive Health and Wellness benefits that offer flexibility to meet your individual or family needs, including programs focused on improving mental health and wellbeing. These benefits start on your first day of employment. Defined Contribution Pension Plan with company matching that starts on your first day of employment. Learning and development opportunities, including workshops, ‘speaker series’ events, and resources that allow you to develop your skills and progress your career. Comprehensive tuition reimbursement program that supports continuous learning and development of our team members through investment in eligible degrees, diplomas, professional certification, or trades programs. Supporting our deep commitment to community impact, we offer up to two paid days annually to volunteer at a cause of your choice. About Us: We’re a carbon neutral food company on a purposeful journey to Raise the Good in Food through better nutrition, safer food and workplaces, more humane animal care, and environmental sustainability efforts that protect our planet. We care about our communities and commit to reducing food insecurity in Canada. Join us on the journey. Let’s build a better future, together. We’re passionate about food. For more than 100 years, we’ve made delicious, healthy protein that Canadians love under iconic national and regional brands, like Maple Leaf, Schneiders, and Greenfield Natural Meat Co. We’re on a journey to become the most sustainable protein company - not just in Canada - but on earth. We are carbon neutral. We are one of the only food companies in Canada to set science-based targets. We aim to reduce our environmental footprint by 50% by 2025. We’re a global food company with more than 13,500 team members. We operate sites in 20+ locations across Canada. We also have locations in the U.S. and Mexico, and do business in Asia. A diverse and inclusive work environment Championing diversity and inclusion is a critical component to advancing our collective purpose and vision and living the Maple Leaf Leadership Values. We believe in building, investing in, recognizing, and rewarding remarkable people who value an inclusive workplace, embrace all forms of diversity, and commit to including every voice in our collaborative environment. We’re so much stronger when we know we’re accepted and valued for who we are and what we each bring to the workplace. We embrace a strong, values-based culture Our eight Leadership Values are our north star. They guide the decisions we make for all our stakeholders: our consumers, our customers, our people, our communities, our shareholders, and the environment. Doing What’s Right Shared Value High Performance Diverse and Inclusive Teams Disciplined Decision Making Our Accountability Intense Curiosity Transparency and Humility We thank all applicants for their interest in exploring employment opportunities with Maple Leaf Foods; however, only those selected for an interview will be contacted. Applicants may be subject to a background check and must meet the security criteria designated for the position. Championing diversity and inclusion is a critical component to advancing our collective purpose and vision, living the Maple Leaf Leadership Values, and delivering winning results. Accommodation is available upon request for applicants with disabilities in the recruitment and assessment process and when hired; please contact our Talent Attraction Team at [email protected]. Disclaimer: Please note that salaries posted on sites other than the MLF Careers Page are not a reflection of Maple Leaf Foods and are an estimated salary range provided by that particular job board. Maple Leaf Foods offers competitive wages and an attractive total rewards package, which will be discussed during an interview with our Talent Team. #LI-Hybrid
Wealth Planning Consultant
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:3985 Highway 7 EastProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.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.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).Accounting experience + CPA is an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Wealth Planning Consultant
BMO Financial Group, Toronto, ON
Application Deadline: 05/20/2024 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset. Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required. Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures that the region's client experience standards for financial planning and client relationship development are met. Acts as a trusted advisor to assigned business/group. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. 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. Works closely with Investment Advisors in the development and delivery of HNW management solutions. Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required. Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required. Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives. Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Banks assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF in Quebec). Accounting experience + CPA is an asset. Mandarin/Cantonese language skills Working knowledge of financial planning software (NaviPlan an asset). Trust & Estate Practitioner. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Practice Management Consultant - Private Wealth (Western Canada)
BMO, Calgary, AB
Application Deadline: 04/26/2024Address:525 8th Ave SW East TowerProvides subject matter expertise and effective solutions within a professional practice area of the assigned portfolio to support business/group strategies. Ensures that initiatives and solutions, programs and processes are consistently and effectively implemented across the business/groups. Develops professional practices to scale and maturity for various roles through defined practice management tools & techniques, standards as well as the adoption of the associated behaviours. Conducts training, coaching, facilitation and applies change management expertise to drive business results.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Observes and coaches individuals & teams to practice management standards & approaches to drive business results.Executes individual/team evaluation process to identify improvements to current approach by identifying key issues, outlining alternatives and action plans.Facilitates meetings and working sessions that leverage the practice management platform, tools and techniques to foster adoption.Identifies emerging issues and trends to inform decision-making.Helps determine business priorities and best sequence for execution of business/group strategy.Recommends and implements solutions based on analysis of issues and implications for the business.Influences and negotiates to achieve business objectives.Assists in the development of strategic plans.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 solutionsCollaborates with internal & external stakeholders to successful implementation of practice management solutionsProvides input into the planning and implementation of practice management programs.Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.Breaks down strategic problems, and analyses data and information to provide practice management insights and recommendations; includes recommendations across a wide of range of opportunities to drive business results.Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutionsExecutes work to deliver timely, accurate, and efficient service.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Specific designations may be required e.g. Six Sigma, PMP, Agile Scrum Master.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Practice Management Consultant - Private Wealth (Western Canada)
BMO Financial Group, Calgary, AB
Application Deadline: 05/10/2024 Address: 525 8th Ave SW East Tower Job Family Group: Strategy & Change Provides subject matter expertise and effective solutions within a professional practice area of the assigned portfolio to support business/group strategies. Ensures that initiatives and solutions, programs and processes are consistently and effectively implemented across the business/groups. Develops professional practices to scale and maturity for various roles through defined practice management tools & techniques, standards as well as the adoption of the associated behaviours. Conducts training, coaching, facilitation and applies change management expertise to drive business results. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Observes and coaches individuals & teams to practice management standards & approaches to drive business results. Executes individual/team evaluation process to identify improvements to current approach by identifying key issues, outlining alternatives and action plans. Facilitates meetings and working sessions that leverage the practice management platform, tools and techniques to foster adoption. Identifies emerging issues and trends to inform decision-making. Helps determine business priorities and best sequence for execution of business/group strategy. Recommends and implements solutions based on analysis of issues and implications for the business. Influences and negotiates to achieve business objectives. Assists in the development of strategic plans. 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 Collaborates with internal & external stakeholders to successful implementation of practice management solutions Provides input into the planning and implementation of practice management programs. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Breaks down strategic problems, and analyses data and information to provide practice management insights and recommendations; includes recommendations across a wide of range of opportunities to drive business results. Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Specific designations may be required e.g. Six Sigma, PMP, Agile Scrum Master. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Manager - Enterprise Third-Party Risk Management
BMO, Toronto, ON
Application Deadline: 04/18/2024Address:100 King Street WestBMO is looking for a Manager - Enterprise Third-Party Risk Management (ETPRM) to join our team. This is an individual contributor role. As the Manager - Enterprise Third-Party Risk Management, you will play a pivotal role in establishing and enhancing our third-party risk management frameworks. Reporting to the ETPRM Director, you will lead the charge in 2nd Line monitoring program, quarterly risk reporting and annual board-level reporting, and the development and automation of cutting-edge data visualization and dashboard tools. You will drive the management of third-party risks, ensuring compliance with regulatory bodies such as OSFI, OCC, and FRB, and spearhead initiatives to improve supplier relationship management and issue resolution processes.Key Responsibilities:- Risk Reporting: Oversee the lifecycle of risk reporting from monthly, quarterly monitoring to board-level annual reports, ensuring accuracy, timeliness, and relevance. Your expertise will help senior leadership make informed decisions through comprehensive risk profiles.- Third-Party Risk Management: Develop and manage end-to-end third-party risk processes, including regular issue management and supplier relationship oversight. Your work will ensure that BMO adheres to the highest standards of regulatory compliance and operational integrity.- Innovative Automation: Lead initiatives to automate and streamline risk reporting processes, enhancing efficiency and effectiveness across the board. Your efforts in building and maintaining advanced data-driven reporting tools and dashboards will set new standards in risk management practices.- Strategic Leadership: As a key member of a growing team, you will have the chance to mold the future of third-party risk management at BMO. Your strategic insight and passion for change will be critical in building a robust framework from the ground up.Who You Are:- Experienced in third-party risk management, regulatory compliance, and supplier relationship management, preferably within the banking or financial services industry.- Proficient in data visualization and reporting, with a knack for turning complex data into actionable insights.- A self-starter comfortable navigating ambiguity and building new processes and frameworks, requiring a proactive approach.- Excellent at communication and collaboration, able to work independently and effectively. Professional acumen in presenting and explaining complex risk scenarios is essentialQualifications:- Proven experience in risk management, particularly in third-party risk management, regulatory compliance, issue management and reporting.- Strong analytical and data management skills, with experience in automation and dashboard creation and execution.- Familiarity with North America regulatory landscapes (e.g., OSFI, OCC, FRB) and third-party lifecycle management.- Audit background or similar is considered an asset.- Professional acumen to produce and present detailed reports for decision-making at senior leadership levels.This position is located in Toronto and offers a hybrid work arrangement with at least 2 days per week designated for in-office collaboration, while other days remote.If you're looking for your next dream job, consider this one in BMO's Enterprise Risk Group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobsThis opportunity will allow you to work on exciting initiatives within operational non-financial risk with visibility to leaders within our organization. Working within a dynamic team focused on Third-Party Risk Management, and with 1st and 2nd line subject matter experts (SMEs), you will be responsible for supporting the development and maintenance of 2nd line Third-Party risk related reporting, the creation, maintenance and monitoring of risk metrics, and other oversight activities across the Third-Party Risk Management portfolio.Mandate:As part of the 2nd line of defense, this role supports the following primary accountabilities of the Enterprise Third-Party Risk Management Team:Provide input into business decisions as a trusted advisor.Make recommendation to leaders on strategy and new initiatives, seeking understanding of business/group to support recommendations.Support maintenance and oversight of the Third-Party Risk Management Framework and other related requirements used across the enterprise to ensure Third-Party Risks are appropriately identified, assessed, managed, monitored, and reported.Support maintenance of regulatory oversight over Third-Party risk.Responsibilities:Foster a culture aligned to BMO purpose, values and strategy and role model BMO values and behaviors in all that they do.Ensure alignment between values and behavior that foster diversity and inclusion.Regularly connect work to BMO's purpose, set inspirational goals, define clear expected outcome, and ensure clear accountability for follow through.Develop and maintain in-depth knowledge of third-party risk management and applicable legislative/ regulatory requirements and guidance.Performs and/or effectively challenges across various programs including third-party issues & events, 1st Line monitoring & testing activities, and 1st Line reporting metrics.Manage 2nd Line independent monitoring program which includes reporting against various metrics across the third-party lifecycle.Conduct targeted reviews with accompanying analysis for any metrics outside of tolerance and/or with worsening trends.Support with the completion quarterly and annual risk reporting scorecards with accurate data driven insights for internal/external stakeholders.Analyze data and information on a continuous basis to provide insights and recommendations; includes identification of risk impacts for new processes and workflows related to initiatives.Identifies potential risk situations/ impacts and make recommendations or escalates to the team.Develops and maintains TPRM visualizations/dashboards to improve visibility of information and support data driven decision making.Support with the review of new/updated metrics (KRMs, KRIs and risk drivers) and associated thresholds.Support TPRM Committee with materials and minutes, and shared mailbox.Coordinate and monitor the review and sign-off of reporting, where required.Participate in initiatives and recommend opportunities for improved efficiency, effectiveness and/or risk mitigation.Supports team with any ad hoc requests, internal and external examination requests, and projects.Maintain documentation of all 2nd Line TPRM processes and procedures including tools and templates for operational risk programs, as required.Support activities for emerging regulatory developments, and support maintenance effective relationships with regulators.Build effective relationships with internal/external stakeholders.Coordinate the management of databases; ensures alignment and integration of data in adherence with data governance standards.Provide specialized consulting, analytical and technical support.Exercise judgment to identify, diagnose, and solve problems within given rules.Work independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and experience with segmenting, analyzing, and reporting risk related data.Strong analytical skills to gather relevant information, compare and identify trends, develop conclusions with well-supported recommendations.Experience with compiling and validating materials for updates at senior level forums and/or committeesExperience in report automation and efficiency through visualization tools such as Microsoft PowerBIFamiliar with operational risk management practices and methodologiesFamiliar with financial products and servicesDeep knowledge and technical proficiency gained through extensive education and business experience.Strong communication skills, both verbal and written.Ability to build and foster stakeholder relationships.Excellent analytical and problem-solving skills, with any eye for detail.Experience with TPRM and Sourcing tools, ie: CoupaStrong proficiency with PowerBI, Python, PowerPoint, Excel, and SharePoint.Ability for work on multiple tasks accurately and with attention in fast paced environment.In-depth knowledge of data driven decision making.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
SAP iXp Intern - Project Management Assistant
SAP, Calgary, AB
We help the world run better Our company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. Apply now! About the SAP Internship Experience Program The SAP Internship Experience Program is SAP's global, strategic, paid internship program that provides university students with opportunities to find purpose in their careers. Three reasons to intern at SAP Culture of collaboration:meet with mentors, make new friends across the globe and create a thriving personal network. Project-driven experience:gain cross-functional skills from our virtual and in-person learning sessions, diverse subject matter experts, and project deliverables. Gain visibility:with SAP Internship Experience Program in your title, you'll have a global network of SAP leaders, entrepreneurs and career development opportunities at your fingertips. What you'll do Position title:SAP iXp Intern - Project Management Assistant Location: Calgary Expected start date and end date: May 2024 - December 2024 Provide support to the Project Manager for the Sales to Delivery Handover Assist with compliance to project requirements and standards Assist with project coordination, planning and management Assist with tasks associated with monitoring and controlling the project Assist with revenue forecasting of a project Assist in Resource Management process, creating and tracking resource requests. Assist with the capture and recording of inputs for financial planning and management; including capture of project team timesheets (including external parties), effort expensed, project costs, project invoices etc. Assist with RAID Meetings, documentation, invitations, minutes Assist with management and documentation of project deliverable reviews and review sessions Assist with minutes of reviews and related project approvals Assist Project Manager with Project Sponsors and Project review Boards, including development of content, meeting minutes etc. Assist with project escalations Assist with management and tracking of key project documents and deliverables Participate in project weekly/monthly meetings, and in Project Reviews Assist with the capture of Lessons Learnt Work with consultants and project managers to ensure accuracy of project reporting Capture project metrics and ensures they are clearly communicated to appropriate SAP or Customer team members What you bring We're looking for someone who takes initiative, perseveres, and stay curious. You like to work on meaningful innovative projects and are energized by lifelong learning. Good people skills Experience working in multi-cultural teams an advantage Prior Team Lead or Project Management experience an advantage Proficient in Microsoft Office (MS Word, MS PowerPoint, MS Excel) Proficiency in English Meet your team The Delivery Canada team focuses on ultimate customer success by creating valuable outcomes and driving adoption of SAP solutions for all Canadian customers, supported by the Land, Adopt, Consume, and Expand motions. Delivery Canada is responsible for the Delivery to Value, including full accountability in engagement financials, delivery quality, time to value, customer success, and adoption of SAP solutions. Our purpose is to create valuable outcomes and experiences for SAP customers. We bring our solutions, platforms, technology, and industry expertise to life so that our customers can fulfill their business purpose. As part of this team, you will work with a diverse group of project management professionals and learn all the required skillset for a successful career in technology and business transformation consulting directly from the best in the industry. We build breakthroughs together SAP innovations help more than 400,000 customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. As a cloud company with 200 million users and more than 100,000 employees worldwide, we are purpose-driven and future-focused, with a highly collaborative team ethic and commitment to personal development. Whether connecting global industries, people, or platforms, we help ensure every challenge gets the solution it deserves. At SAP, we build breakthroughs, together. We win with inclusion SAP's culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone - regardless of background - feels included and can run at their best. At SAP, we believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential. We ultimately believe in unleashing all talent and creating a better and more equitable world. SAP is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to the values of Equal Employment Opportunity and provide accessibility accommodations to applicants with physical and/or mental disabilities. If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: [email protected]. For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program, according to the eligibility rules set in the SAP Referral Policy. Specific conditions may apply for roles in Vocational Training. EOE AA M/F/Vet/Disability: Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, age, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability. SAP believes the value of pay transparency contributes towards an honest and supportive culture and is a significant step toward demonstrating SAP's commitment to pay equity. SAP provides the hourly base salary rate range applicable for the posted role. The targeted range for this position is 18.00 - 35.00 CAD. The actual amount to be offered to the successful candidates will be within that range, dependent upon the key aspects of each case which may include education, skills, experience, scope of the role, location, etc. as determined through the selection process. SAP offers limited benefits for employees hired into hourly or like roles subject to appliable plan/policy terms. A summary of benefits and eligibility requirements can be found by clicking this link: SAPNorthAmericaBenefits.com Requisition ID: 392043 | Work Area: Administration | Expected Travel: 0 - 10% | Career Status: Student | Employment Type: Intern | Additional Locations: #LI-Hybrid Requisition ID: 392043 Posted Date: Apr 4, 2024 Work Area: Administration Career Status: Student Employment Type: Intern Expected Travel: 0 - 10% Location: Calgary, AB, CA, T2P 5E9
Manager - Enterprise Third-Party Risk Management
BMO Financial Group, Toronto, ON
Application Deadline: 05/09/2024 Address: 100 King Street West Job Family Group: Audit, Risk & Compliance BMO is looking for a Manager - Enterprise Third-Party Risk Management (ETPRM) to join our team. This is an individual contributor role. As the Manager - Enterprise Third-Party Risk Management, you will play a pivotal role in establishing and enhancing our third-party risk management frameworks. Reporting to the ETPRM Director, you will lead the charge in 2nd Line monitoring program, quarterly risk reporting and annual board-level reporting, and the development and automation of cutting-edge data visualization and dashboard tools. You will drive the management of third-party risks, ensuring compliance with regulatory bodies such as OSFI, OCC, and FRB, and spearhead initiatives to improve supplier relationship management and issue resolution processes. Key Responsibilities: - Risk Reporting: Oversee the lifecycle of risk reporting from monthly, quarterly monitoring to board-level annual reports, ensuring accuracy, timeliness, and relevance. Your expertise will help senior leadership make informed decisions through comprehensive risk profiles. - Third-Party Risk Management: Develop and manage end-to-end third-party risk processes, including regular issue management and supplier relationship oversight. Your work will ensure that BMO adheres to the highest standards of regulatory compliance and operational integrity. - Innovative Automation: Lead initiatives to automate and streamline risk reporting processes, enhancing efficiency and effectiveness across the board. Your efforts in building and maintaining advanced data-driven reporting tools and dashboards will set new standards in risk management practices. - Strategic Leadership: As a key member of a growing team, you will have the chance to mold the future of third-party risk management at BMO. Your strategic insight and passion for change will be critical in building a robust framework from the ground up. Who You Are: - Experienced in third-party risk management, regulatory compliance, and supplier relationship management, preferably within the banking or financial services industry. - Proficient in data visualization and reporting, with a knack for turning complex data into actionable insights. - A self-starter comfortable navigating ambiguity and building new processes and frameworks, requiring a proactive approach. - Excellent at communication and collaboration, able to work independently and effectively. Professional acumen in presenting and explaining complex risk scenarios is essential Qualifications: - Proven experience in risk management, particularly in third-party risk management, regulatory compliance, issue management and reporting. - Strong analytical and data management skills, with experience in automation and dashboard creation and execution. - Familiarity with North America regulatory landscapes (e.g., OSFI, OCC, FRB) and third-party lifecycle management. - Audit background or similar is considered an asset. - Professional acumen to produce and present detailed reports for decision-making at senior leadership levels. This position is located in Toronto and offers a hybrid work arrangement with at least 2 days per week designated for in-office collaboration, while other days remote. If youre looking for your next dream job, consider this one in BMOs Enterprise Risk Group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobs This opportunity will allow you to work on exciting initiatives within operational non-financial risk with visibility to leaders within our organization. Working within a dynamic team focused on Third-Party Risk Management, and with 1st and 2nd line subject matter experts (SMEs), you will be responsible for supporting the development and maintenance of 2nd line Third-Party risk related reporting, the creation, maintenance and monitoring of risk metrics, and other oversight activities across the Third-Party Risk Management portfolio. Mandate: As part of the 2nd line of defense, this role supports the following primary accountabilities of the Enterprise Third-Party Risk Management Team: Provide input into business decisions as a trusted advisor. Make recommendation to leaders on strategy and new initiatives, seeking understanding of business/group to support recommendations. Support maintenance and oversight of the Third-Party Risk Management Framework and other related requirements used across the enterprise to ensure Third-Party Risks are appropriately identified, assessed, managed, monitored, and reported. Support maintenance of regulatory oversight over Third-Party risk. Responsibilities: Foster a culture aligned to BMO purpose, values and strategy and role model BMO values and behaviors in all that they do. Ensure alignment between values and behavior that foster diversity and inclusion. Regularly connect work to BMOs purpose, set inspirational goals, define clear expected outcome, and ensure clear accountability for follow through. Develop and maintain in-depth knowledge of third-party risk management and applicable legislative/ regulatory requirements and guidance. Performs and/or effectively challenges across various programs including third-party issues & events, 1st Line monitoring & testing activities, and 1st Line reporting metrics. Manage 2nd Line independent monitoring program which includes reporting against various metrics across the third-party lifecycle. Conduct targeted reviews with accompanying analysis for any metrics outside of tolerance and/or with worsening trends. Support with the completion quarterly and annual risk reporting scorecards with accurate data driven insights for internal/external stakeholders. Analyze data and information on a continuous basis to provide insights and recommendations; includes identification of risk impacts for new processes and workflows related to initiatives. Identifies potential risk situations/ impacts and make recommendations or escalates to the team. Develops and maintains TPRM visualizations/dashboards to improve visibility of information and support data driven decision making. Support with the review of new/updated metrics (KRMs, KRIs and risk drivers) and associated thresholds. Support TPRM Committee with materials and minutes, and shared mailbox. Coordinate and monitor the review and sign-off of reporting, where required. Participate in initiatives and recommend opportunities for improved efficiency, effectiveness and/or risk mitigation. Supports team with any ad hoc requests, internal and external examination requests, and projects. Maintain documentation of all 2nd Line TPRM processes and procedures including tools and templates for operational risk programs, as required. Support activities for emerging regulatory developments, and support maintenance effective relationships with regulators. Build effective relationships with internal/external stakeholders. Coordinate the management of databases; ensures alignment and integration of data in adherence with data governance standards. Provide specialized consulting, analytical and technical support. Exercise judgment to identify, diagnose, and solve problems within given rules. Work independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Deep knowledge and experience with segmenting, analyzing, and reporting risk related data. Strong analytical skills to gather relevant information, compare and identify trends, develop conclusions with well-supported recommendations. Experience with compiling and validating materials for updates at senior level forums and/or committees Experience in report automation and efficiency through visualization tools such as Microsoft PowerBI Familiar with operational risk management practices and methodologies Familiar with financial products and services Deep knowledge and technical proficiency gained through extensive education and business experience. Strong communication skills, both verbal and written. Ability to build and foster stakeholder relationships. Excellent analytical and problem-solving skills, with any eye for detail. Experience with TPRM and Sourcing tools, ie: Coupa Strong proficiency with PowerBI, Python, PowerPoint, Excel, and SharePoint. Ability for work on multiple tasks accurately and with attention in fast paced environment. In-depth knowledge of data driven decision making. Compensation and Benefits: $74,800.00 - $138,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Social Science & Engagement Consultant
WSP Canada, Toronto, ON
The Opportunity: WSP's Social Science & Engagement Team in Ontario is seeking a Senior Social Science & Engagement Consultant that is looking to lead a terrific team of social science and engagement specialists . The team is part of our broader Environmental Planning business unit and works alongside a diverse group of environmental planning and permitting consultants, archaeologists, engineers and other environmental specialists from across the province. Together in an interdisciplinary environment, we study the interactions between human populations and the natural and physical environments in project-specific contexts. This includes a wide range of industrial, government and Indigenous organizations and involves a variety of project types and sectors, ranging from municipal infrastructure to natural resource developments. The role involves leading lead a team whose services include communication and engagement with public stakeholders, government agencies and Indigenous nations and peoples, social and economic baseline research, socio-economic impact assessments (including GBA+ analysis, land and resource use, visual aesthetics, human rights assessments and impacts to Indigenous rights), socio-economic effects monitoring and management, as well as Indigenous knowledge studies. Working across geographies and disciplines, our team leads the advancement of social inclusion internally and with our clients to strengthen the social aspect of ESG throughout our projects. As the Team Lead, you could be located at any of our Ontario offices. Reporting to the Director of Environmental Impact Assessment and Social Science for Ontario, you will be responsible for leading and growing a team of about 8 to 10 social science and engagement specialists in a hybrid work environment. Why choose WSP? We value and are committed to upholding a culture of inclusion and belonging Our Flexible Work Policy - we recognize the importance of balance in our lives and encourage you to prioritize the balance in yours. We will support you on and off the job so you can be fully present in both your work and home lives. A Canadian success story - we're proud to wear the red and white of this beautiful country and show the world what Canada has to offer. Enhance the world around you - from the environment to the highways, to the buildings and the terrain, WSP is the fabric of Canada. Outstanding career opportunities - we're growing and pushing ourselves every day to be greater than yesterday - we're open to your ideas and trying new things. A phenomenal collaborative culture and a workforce filled with genuinely good people who are doing humbly important work. Come find out for yourself what it's like to be a part of our journey.We offer attractive pay, flexible work options, a great corporate culture, comprehensive and employee-focused benefits including virtual healthcare and a wellness platform as well as great savings programs, and a clear vision for the future.#WeAreWSPWhat you can expect to do here: Technical Consulting Responsibilities You will apply approximately 60% of your work time in a consulting role, active on project delivery of technical work and client deliverables in your area of specialization. You will conduct and oversee comprehensive literature reviews for socio-economic baseline, qualitative data analysis, interpretation, and reporting for multi-disciplinary projects. You will lead the assessment of project impacts on the human environment, considering aspects such as regional and local economies, community services and infrastructure, land use and recreation, and community well-being and safety. You will lead primary research by conducting key informant interviews with knowledge holders within Indigenous communities, as well as regulators and other stakeholders. You will manage and guide junior and intermediate staff in secondary research and primary qualitative and quantitative data collection. You will guide the preparation of social and economic baseline research, socio-economic impact assessments (e.g., GBA+ analysis, land and resource use, visual aesthetics and impacts on Indigenous rights), and socio-economic effects monitoring and management. You will prepare and support technical and financial proposals for both internal and external clients, and be accountable for client management on behalf of the team. You will undertake quality reviews of project deliverables, including proposals and technical documents. You will offer technical leadership to project teams, providing strategic advice and oversight of deliverables. You will direct planning and implementation of Indigenous and public communication and engagement programs (in-person and virtual), leading engagement events when appropriate. You will facilitate the incorporation of Indigenous knowledge into impact assessments, following best practices such as OCAP® principals, the preferences and cultural protocols identified by Indigenous groups, and applicable regulatory requirements. You will use strong project management skills to manage and direct projects, maintaining control of scope, schedule, costs, and quality of products and services. You will contribute to the growth of the team by developing and maintaining strong working relationships with key clients and identifying new project opportunities. You will collaborate with other disciplines within WSP with respect to multi-faceted/multi-disciplinary projects. You will lead interactions with external clients, regulators, members of the general public, Indigenous communities and other project stakeholders in relation to development projects. Team Lead Responsibilities You will apply approximately 40% of your work time to the Team Lead role, as described below. You will supervise entry-to-mid level employees, providing day-to-day direction in alignment with departmental procedures You will demonstrate excellent interpersonal skills with good leadership and management abilities, and communicate effectively with both direct reports and senior management You will support the team's workload and resource planning, and monitor recruitment needs to meet project and budget targets/demands. You will be responsible for the day-to-day management of human resources, monitor non-billable hours, and provide approval and oversight of timesheets, expense reports and overtime. You will mentor staff and support career development plans; identifying career goals and development opportunities for your team, and for yourself. You will foster an atmosphere of continuous improvement through on-the-job coaching and guidance, and proactively create and maintain a positive work climate. You will conduct regular check-ins and performance management reviews, ensuring that staff have a clear understanding of expectations and accountabilities, and receive positive and constructive feedback. You will contribute to business development, including proposals and marketing of socio-economic and engagement services. You will support the achievement of relevant Key Performance Indicators (KPIs) for the Business Unit (e.g., staff chargeability and revenue targets). You will contribute to the growth of the team by monitoring resource needs and hiring new staff You will ensure health and safety policies are followed, and be a role model for WSP's guiding principles. You will receive tactical direction, feedback, and guidance to meet established goals and operational priorities You will provide input to the Director for budget and business planning purposes, and strategies to improve operational efficiencies You will work a hybrid model, being in a workplace at least three days per week, and you may travel for short duration trips and events. What you'll bring to WSP: Graduate degree in the social sciences or an interdisciplinary field (e.g., Indigenous studies, anthropology, sociology, community studies or urban planning). Applicants with undergraduate degrees will be considered with appropriate commensurate experience. At least 12 years of relevant experience, with 5-7 years conducting social and/or economic research and analysis, social impact assessment, or stakeholder/Indigenous engagement. Experience as a professional consultant or a working in a similar environment Experience managing or leading teams; demonstrating strong leadership, communication, collaboration, decision making and problem-solving skills. Technical knowledge of the socio-economic impact and traditional land use requirements of the Ontario Environmental Assessment Act, federal Impact Assessment Act, and related legislation. Experience developing communications materials and managing complex stakeholder interactions Demonstrated experience working with qualitative and quantitative research methods. Knowledge of Indigenous cultural, historical, and political context in Canada, including awareness of Indigenous interests, treaties and rights, Duty to Consult, UNDRIP and Truth and Reconciliation considerations. Familiarity with innovative consultation and community engagement tracking software. Strong analytical skills and a solid understanding of environmental assessment methodology. Experience working with Indigenous groups in Ontario, preparing or incorporating Indigenous Knowledge and land use studies to meet regulatory requirements. Ability to travel for work. Excellent written, verbal and interpersonal communication skills in English. French or an Indigenous language is an asset. WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments. We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future. At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits). WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. WSP is committed to the principles of employment equity. Only the candidates selected will be contacted. WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Associate Portfolio Manager - Index ETFs - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 05/05/2024Address:100 King Street WestThe Associate Portfolio Manager will join an experienced and dynamic team that builds and manages exchange traded funds (ETF), mutual funds and institutional mandates. The role will focus on Index ETFs and will support both equity and fixed income portfolio management teams. This role will be a very unique, cross asset class opportunity and will be responsible for analysis and management of indexed ETFs, mutual funds, and institutional strategies, across Canadian and international mandates. The portfolio manager will aid in the development of scalable processes to drive business growth. The portfolio manager's responsibilities will include, but are not limited to, trading and execution, regular economic commentaries, corporate actions, rebalances, idea generation and product engineering, and interacting with market participants/liquidity. In addition to portfolio management responsibilities, the successful candidate will also contribute to client focused commentary, performance and attribution analysis, as well as taking part in client presentations, to support the overall ETF product offering within BMO GAM.Key Dimensions - Investment Management - Index ETF and Passive Institutional Strategies Investment Management- Programming (Python) - Business Infrastructure- Trading and Execution- Custom Solutions Research- Economic Commentary- Client Service- Risk Management & ComplianceAccountabilities Investment Management - Index ETF and Passive Institutional StrategiesResponsible for the day to day management of a defined set of Index ETFs - both Fixed Income and EquityEnsure each ETF tracks their respective index within allocated tolerance.Monitor corporate actions and decide on best course of action.Build a trading strategy for any fund rebalances and portfolio transitions to minimize market impact and trackingCurrency Hedging - Support the team during monthly hedge roll adjustments.Responsible for trading multiple asset classes (fixed income, preferred shares and derivatives).Aid in the analysis of performance and investment decisions to defend to senior investment committee.Programming (Python) - Business InfrastructureResponsible to maintain and enhance the BMO ETFs investment infrastructure, for both fixed income and equity mandates.Work with internal parties (Business infrastructure, data, technology, operations) to ensure that daily processes are effectively designed, built and operatingWork with portfolio management team to improve the scalability of the business by improving automationTrading and Execution Fixed IncomeFacilitate fixed income trading across multiple fixed income products i.e. Government, investment grade, high yield and derivative instruments.Work with other portfolio managers to generate and execute fixed income trade listsProvide detailed post trade analysis on all fixed income tradesConduct liquidity analysis on several segments of the fixed income market (CAN,US, Corporate, Government, Provincial)Continuously improving the operational efficiencies of the PM/Trading processInvestment Management - Custom SolutionsWork with institutional sales team to leverage the capabilities within the ETF team.Aid the portfolio management team in building "one stop" solutions for our clients, by using the most efficient products, whether ETF, index funds or derivative based.Provide input and develop rational for new product launches. Working with PM team or index provider in the designing or engineering of new products. Assist in providing analysis and building presentations for client meetings and sales presentations with the institutional sales teamResearch/Economic CommentaryMaintain a high level of knowledge of the Canadian and international fixed income marketsProvide economic analysis and commentary to the portfolio management and sales teamsProvide economic analysis on new product launchesReview and help improve index methodologies by working with index providersWrite commentaries and regulatory disclosure documentationSales/Client ServiceFunction as subject matter expert to support sales initiatives to drive asset growth.Foster a highly integrated and collaborative partnership with the sales team to deliver exceptional client service.Support products through education and salesParticipate in client focused road shows, presentations and meetings.Support the construction of PR and media messaging as the subject matter expert for ETFs as opportunities arise.Promote BMO ETFs both externally and internally.Risk Management & ComplianceMaintain the highest fiduciary duty when representing and acting in our clients' interests.Continuously pursue and identify potential risk within our business and processes. Eliminate, where possible, manual processesAutomate and build systems that reduce operational risk.Ensure controls are in place and are being followedJoin a culture that continuously looks to mitigate operational risk.Knowledge: University graduate in Commerce, Business, Computer Science, Engineering, Mathematics or Economics and may have a post graduate degree.CFA Charterholder or working toward CFA CharterA minimum 5 years of direct investment experience, buy side or sell side, in investment management or computer science.Skills Strong attention to detailProcess drivenComputer Programing (specifically, Python and VBA) are considered a minimum requirementAbility to make decisions under pressureAbility to excel in a team based environmentPossess strong excel skillsPossess strong written and presentations skillsGrade: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.
Wealth Planning Consultant
BMO, Halifax, NS
Application Deadline: 05/02/2024Address:1675 Grafton StreetProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.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.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).MBA considered an asset.LL.B/LL.L/LL.M is considered an asset.Life Insurance designation is considered an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Consultant, Banking Operations - Payments
KPMG, Montreal, QC
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Opportunity: KPMG's Operations Advisory Practice helps organizations to develop efficient and effective operations to support strategic business objectives. We support our clients in identifying, quantifying, prioritizing and delivering the changes required to align their operating models to their financial targets and strategic objectives. This approach helps deliver timely improvements in performance and visibility, and control for long-term operating impact. We start with the big picture, before narrowing it to reflect our clients' most pressing concerns, focusing on continuously streamlining operations to unlock value, delivering bottom-line improvements and enhancing quality and service levels. Our Operations Advisory practice are seeking a Consutlant to strengthen our Financial Services offering in the Montreal office. We are looking for talented professionals like you, with a proven record for motivating teams and delivering exceptional, meaningful client service. What you will doAs a Consutlant in our Operations Advisory practice, you will use your strong business acumen and be a key member of a high performing team. You'll be learning from some of the best in the financial services industry and growing your personal skillset by : Growing your coaching and feedback skills through providing day-to-day guidance and mentoring to your team and supporting our Open Feedback culture. Supporting timely engagement management and ensuring on-time, at-budget high quality delivery of client deliverables. Providing expertise and knowledge for full spectrum of client-related business activities and projects, while taking accountability for leading client engagements . Supporting client pursuits and proposal development with support from Senior Leadership, and working with KPMG leaders to develop thought leadership, white papers and other intellectual assets. Growing your reputation as a trusted advisor and as a champion within your area of personal expertise. Leveraging your strong understanding of operations, finance, and compliance/risk. What you bring to the role A Bachelors' degree in a related discipline (may include undergraduate or postgraduate degree in Management/Business Administration, Engineering, Business Information/Technology, Finance, Public Administration, Data Sciences and Health Sciences) A minimum of 1-3 years of experience in c onsulting in banking services . Experience in planning and tracking projects, comfortable to work with executive and C-suite clients and s uperior communication skills . Strong analytical and problem-solving skills with the ability to identify and define problems and develop creative solutions to address client requirements clearly and articulately. Proficient in Microsoft Excel and PowerPoint . Ability to work independently once provided with direction but have an affinity for teamwork and relationship building. Individuals who take deep personal accountability for their work, have a passion for excellence, driven to achieve their full potential and understand the value of building relationships with clients, future clients, their communities, the global firm and each other. Open to learn new things and dive deep into new industries and business functions. Excellent written and verbal communication Keys to your success: KPMG individuals Deliver Impact | Seek Growth | Inspire Trust and understand that a diverse workforce enables us to deepen relationships and strengthen our business. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .