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Overview of salaries statistics of the profession "Investment Manager in "

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Overview of salaries statistics of the profession "Investment Manager in "

13 446 $ Average monthly salary

Average salary in the last 12 months: "Investment Manager in "

Currency: CAD USD Year: 2024
The bar chart shows the change in the level of average salary of the profession Investment Manager in .

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Manager, Sales Contract Administration & Compliance
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Outstanding organizational skills with the ability to prioritize activities to meet both internal and external deadlines A standout colleague who is comfortable working in a fast-paced environment Solid understanding of supply and delivery of products including production scheduling, logistics and hedging Knowledge and comprehension of technical and legal terms in letters of credit, shipping documents and sales contracts Knowledge of customers' needs and how products, services and processes affects their needs Able to travel internationally as required Why join Us? At Teck, we offer more than just a job - we provide a pathway to personal and professional enrichment. With captivating projects set against stunning backdrops, a culture of inclusivity and collaboration, and boundless opportunities to learn and grow, joining us means embracing a fulfilling and dynamic career adventure.Teck employees receive access to our total rewards program and comprehensive benefits package that promote physical, mental, financial, and emotional well-being. 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Providing remuneration details illustrates our commitment to transparent and equitable compensation practices.About Teck At Teck, we value diversity. Our teams work collaboratively and respect each person's unique perspective and contribution. Qualified applicants interested in joining dynamic team are encouraged to submit a resume and cover letter electronically. We wish to thank all applicants for their interest and effort in applying for the position; however, only candidates selected for interviews will be contacted. Teck is a diversified resource company committed to responsible mining and mineral development with major business units focused on copper, steelmaking coal and zinc, as well as investments in energy assets. Teck has been named one of Canada's Top 100 Employers for the six consecutive years. Teck has also been named to the Forbes list of the World's Best Employers for the past two years and is one of Canada's Top Employers for Young People . 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Manager Quantitative Analytics
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview TD Model Validation (MV) group is responsible for the independent validation and approval of analytical models used for risk, pricing, hedging, and capital evaluation for portfolio of financial products. This also includes validation of decision-making models, such as credit approval and behavioral scoring models. Job Details The successful candidate will be a member of the Non-Retail MV group covering both quantitative and qualitative models designed for Non-retail Credit Risk Capital and Allowance estimation and Non-retail Credit Risk and PPNR Stress Testing. The position reports to the Senior Manager, Non-Retail Model Validation group within MV. Detailed accountability includes:• Validate non-retail models including Credit Risk Parameters (i.e., PD, LGD and EAD) and allowance Models (i.e. IFRS 9 and CECL), and Credit Risk and PPNR stress testing models for the non-retail portfolios• Design and implement validation methodologies and standards. Ensure that the validation methodologies and standards are in line with industry best practice or address regulatory and audit requirements and/or findings in a timely manner.• Evaluate the conceptual soundness of the model methodology; Reasonability of assumptions and reliability of inputs; Suitability and comprehensiveness of performance metrics and risk measures associated with the use of the model.• Apply a variety of technical / statistical tests, modeling techniques and business insights to assess the model specification and performance.• Evaluate and implement external models used for benchmarking internal model performance. Participate in model selection and related due diligence activity.• Actively participate with business partners in internal data management to ensure data integrity and the completeness of data capture for model validation and development purpose, as well as meet regulatory requirements on data capture and retention.• Maintain/develop professional knowledge of techniques and developments in the field of quantitative analysis and share knowledge with business partners and senior management.The position involves working effectively with different internal partners such as the Model Development (MD) Group, Internal Audit, etc. Job Requirements • Robust quantitative skills with an advanced degree in one or more of the following areas: Financial Engineering, Mathematics, Statistics, Econometrics, Computer Science & Engineering• Proficiency in SAS and at least one of the following: R, MATLAB, Python, VBA• Ability to write complex SQL queries for data analysis• Familiarity with various modelling techniques and comfortable to conduct quantitative tests• Experience in model development or validation is required• Exposure or experience in credit risk modelling (e.g. AIRB parameter models, allowance models or credit risk stress testing models) for C&I/CRE portfolios is required• Good understanding of AIRB parameters and IFRS9 / CECL requirements and business acumen in macroeconomics and commercial / wholesale credit lending is an asset• Inquisitive nature, ability to ask the right questions and escalate issues. Risk & Control mindset• Good time management and multitasking skills with minimal supervision• Excellent ability to write comprehensive technical documents is required Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Investment Advisor
RBC, Toronto, ON
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Investment Advisor
RBC, Toronto, ON
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:5140 YONGE ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-04-30Application Deadline:2024-07-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Manager, Procurement
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 Sourcing Manager reports to Director Sourcing Management and is responsible for the end-to-end execution of the sourcing process for large complex sourcing and contracting for Consulting and Professional Services initiatives . The incumbent oversees sourcing strategy development, supplier selection and contract negotiations consistent with an overall Sourcing strategy and business unit objectives. The Sourcing Manager will lead project teams that include business unit stakeholders, subject matter experts and Sourcing Analysts. It is expected that the individual will bring extensive experience and expertise in the area of Consulting/Professional Services/Contingent Worker/ Contact Center to contribute to the development and application of procurement and sourcing best practices across the organization.Individual Responsibilities:Lead cross-functional teams to execute on medium to high value/complexity sourcing projects and contracting effortsDetermine sourcing strategy and conduct analysis and negotiations for projects. Generate and leverage market and supplier intelligence and data for development of sourcing and negotiation strategies.Work with business partners to collect and finalize requirements necessary to evaluate and select suppliersEstablish deal teams for large sourcing engagementsDevelop terms sheet based on negotiation strategies, with input from the business partners.Proactively coordinate and schedule external resources and subject matter experts (legal, risk, finance, etc.) Drive and lead the contract negotiation process, with consultative support, as required, from legal and risk.Track, monitor, and manage sourcing and contracting agenda across the category including progress, risk, and benefits development and realizationInterface directly with business partners and vendor/contract managers Oversee and support vendor/contract managers in execution of business-led initiatives assigning internal support resources as necessary.Independently provide direct leadership and support to a team of direct and indirect reports on sourcing projects. Provide strategic thought leadership to team.Job Requirement:Solid sourcing experience in any of the following categories: technology professional services (app development and maintenance), IT services outsourcingExperience in creating sourcing strategyUndergraduate degree (business preferred)4+ years of progressive business experience in global supply chain managementIn-depth knowledge of sourcing and procurement principles and best practicesIn-depth experience and expertise with supplier contractual terms and conditions to mitigate legal and business riskExperience with sourcing and procurement systems and toolsSolid analytical skillsStrategic thinker - thinks conceptually beyond day-to-day business realities; creates a clear vision and goals and adopts a long-term perspective; anticipates emerging issues.Proven experience in delivering large savings and value in a procurement functionAble to work in a cross-functional international team environment and collaborate effectively across different organizational levels, functions, businesses, and geographies to realize procurement goals and objectives.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$84,375.00 CAD - $151,875.00 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.
Investment Advisor
RBC, Toronto, ON
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:2 BLOOR ST E:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-03-04Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Events Manager
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. The Events Manager, reporting to the Director, Events & Sponsorships, collaborates on event strategy and tactics with Marketing colleagues and firm Partners. The incumbent will work with Marketing to present event proposals, critical paths and event execution. The Events Manager is also responsible for day-to-day operations, including communications, registration, vendor relations, budget, all logistical aspects and the technical production working with a team of three. What you will doAs an Events Manager on the buyer's side, your responsibilities will be: Initial event project planning to determine overall objectives and optimal return on investment while recommending bespoke event options. Management of multiple events at any given time. Relationship management with national and local vendors. Excellent attention to detail, anticipating deadlines and next steps. With a client minded approach. Budget management from conception to final reconciliation, including presentations to key stakeholders. Event preparation and delivery - from sourcing venues, finalizing contracts, conducting briefings with all vendors and staff prior to event, vendor relations, liaising with all internal teams as required (Communications, HR, IT, Office of the Partner, Creative, Digital etc.), managing on-site teams, registration staff/volunteers, logistics (transportation, F&B, accommodations), and overall technical production of the event including technical floorplans and run of shows. Recommend and implement the latest technologies and digital tools. Ability to act as an advisor to your internal clients and as a project manager, tracking deadlines for multiple What you bring to the role 6 to 8+ years' experience in meeting/event planning in a corporate environment University degree in hospitality, marketing, project management or equivalent experience CMP certificate is preferred Strong relationship management skills, exceptional organization and project management skills. Ability to work on numerous tasks simultaneously in a fast-paced, demanding, deadline-driven environment The ideal candidate is an effective communicator, a good team player, a curious and creative thinker that thrives under pressure and looks forward to new challenges. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Manager, Change Management, Credit Risk Data
BMO, Toronto, ON
Application Deadline: 04/25/2024Address:100 King Street WestDrives change management plans and activities from initiation to implementation & sustainment to achieve desired business results. Engages leaders, stakeholders and other impacted audiences in the change to create an engaged workforce who understands the change & what it means for customers and employees. Understands a variety of business dimensions that must be considered in the implementation of change (products, people, processes, channels), and associated risks that must be interpreted, evaluated and mitigated. Drives overall business results by ensuring that change is understood, accepted and sustained.Analyzes the scope of change to determine people, process, financial, technology, risks & other impacts.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Provides advice and guidance to assigned business/group on implementation of change; evaluates the change environment to understand complexity and impact of change to develop a program that meets required objectives.Applies change management methodology and general management skills and knowledge to plan, organize and execute change management in a variety of project sizes.Collaborates with internal/external stakeholders to provide business context in the design, development and implementation of change. Ensures alignment between stakeholders.Develops change management solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Develops change strategy that enables leaders to promote the change and execute the change; ensures stakeholders to want to make the change.Builds and executes communications plans to drive awareness and understanding, including analyzing audiences, developing key messages and identifying the right channel, frequency and sender.Identifies resistance to the change and builds required plans to overcome objectives through communications and training in order to implement and sustain the change.Monitors and tracks adoption of the change, and addresses any issues. Implements any corrective actions required and celebrates successesQualifications: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.Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In depth.Analytical and problem-solving skills - In depth.Influence skills - In-depth.Data driven decision making - In depthBroader Responsibilities IncludeApplies mathematical and statistical methods to financial and risk management problems (e.g. internal controls; enterprise-wide stress testing and scenario analysis; capital modelling; valuations). Through quantitative analytical modelling, identifies important factors to consider for financial disaster and recovery plans. Conducts research and creates tools that use data to develop scenario-based planning and implements complex mathematical models to help the business make better financial and financial decisions (e.g. investments, pricing, etc.), drive innovation and minimize the impact of uncertainty.Develops pricing and quantitative risk models for an assigned portfolio e.g. fixed income, corporate credit and loans.Monitors risk in strategies and portfolios alongside project managers or functional leads.Conducts research and develops tools that use data to make better financial decisions; such as: investments, pricing, etc.Applies knowledge of risk assessment and controls along with extensive understanding of industry compliance standards and regulations.Identifies ways of mitigating potential risks; recommends and implements solutions based on analysis of issues and implications for the business.Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.Conducts quantitative research in risks across strategies and portfolios.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. Foundational level of proficiency: Regulatory capital and stress testing.Compliance and regulation.Machine learning.Learning Agility.Systems Thinking. Intermediate level of proficiency: Model risk management.Data visualization.Data wrangling.Data preprocessing.Critical thinking.Driving Results.Verbal & written communication skills.Collaboration & team skills.Analytical and problem solving skills.Data driven decision making. Advanced level of proficiency: Quantitative financial modeling.Computational thinking and programming.Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Manager Finance Performance Management
BMO, Toronto, ON
Application Deadline: 04/21/2024Address:33 Dundas Street WestOur ideal candidate has exceptional Excel skills, experience in a financial institution (knowledge of banking products), FTP (funds transfer pricing) and holds either a CPA, CFA or MBA.Develops detailed financial and economic analysis to assist the designated business portfolio with decision support. Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio. Supports the monitoring and management of financial performance against plans, forecasts, initiatives, and objectives. Generates information and insights that support key business decisions to drive value (e.g., revenue growth, resource allocation, balance sheet optimization, etc.)Strong understanding of banking products and how they are transfer priced.Knowledge of net interest margin (NIM) and its key drivers.Manage the development and continuous improvement of margin reporting and analysis to enable margin analysis at product level.Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets.Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives/strategic business decisions.Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.g., revenue, balance sheet, capital, etc.).Determines the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans.Assesses reasonableness of business cases and performs due diligence during Investment reviews and approvals processes.Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations.Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and/or streamlined reporting.Acts as a trusted financial advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Identifies emerging issues and trends to inform decision-making e.g., economics, treasury, competitor information.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Advanced excel , power point & power BIVerbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Manager, Portfolio Management Group
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:100 King Street WestAddress:100 King Street WestThe Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada's Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Private Investment Counsel (BPIC)'s philosophy, strategies and mandates.Key Accountabilities1. Portfolio Administration and Implementation2. Leadership & Team Effectiveness3. Project Management4. Risk Management & ControlACCOUNTABILITIES1. Portfolio Administration and Implementation• Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPIC's discretionary accounts.• Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request.• Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks.• Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints.• Proactively liaise with the trading desk to enhance synergies.2. Practice Management and Team Effectiveness• Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios.• Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues.• Provide insight and share expertise with team members and colleagues in regards to BPIC's investment platform and products.• Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.• Provide feedback and support to the Regional Directors of Investments.3. Project Management• Assist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives.4. Risk Management and Control• Protect the Bank's assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management.Knowledge and SkillsKnowledge• Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of relevant investment management experience in the 36-month period before applying for registration; or received the Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration)• University degree• CFA Charter or Canadian Investment Manager designation• Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions.Skills• Strong understanding of portfolio management principles and the regulatory environment.• Ability to work in a fast-paced environment• Excellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing)• Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiative• Strong ability to work independently and as part of a team• Strong understanding of financial markets, investment products and familiarity with taxation issues.• Strong understanding of the regulatory environment• Strong technical skills and exposure to portfolio management and trading (Charles River - CRIMS and CRE) and book of record software (FIS - Global Plus) is an asset.• Strong computer skills: MS Office, MS Outlook, Bloomberg is an asset.Job Category:Individual Contributor / CollaborateurGrade: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.
Investment Advisor
RBC, Toronto, ON
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-03-13Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Investment Advisor
RBC, Toronto, ON
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-03-14Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Manager, Portfolio Management Group
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Wealth Sales & Service Address: 100 King Street West The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canadas Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Private Investment Counsel (BPIC)s philosophy, strategies and mandates. Key Accountabilities 1. Portfolio Administration and Implementation 2. Leadership & Team Effectiveness 3. Project Management 4. Risk Management & Control ACCOUNTABILITIES 1. Portfolio Administration and Implementation Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPICs discretionary accounts. Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request. Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks. Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints. Proactively liaise with the trading desk to enhance synergies. 2. Practice Management and Team Effectiveness Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios. Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues. Provide insight and share expertise with team members and colleagues in regards to BPICs investment platform and products. Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change. Provide feedback and support to the Regional Directors of Investments. 3. Project Management Assist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives. 4. Risk Management and Control Protect the Banks assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management. Knowledge and Skills Knowledge Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of relevant investment management experience in the 36-month period before applying for registration; or received the Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration) University degree CFA Charter or Canadian Investment Manager designation Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions. Skills Strong understanding of portfolio management principles and the regulatory environment. Ability to work in a fast-paced environment Excellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing) Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiative Strong ability to work independently and as part of a team Strong understanding of financial markets, investment products and familiarity with taxation issues. Strong understanding of the regulatory environment Strong technical skills and exposure to portfolio management and trading (Charles River CRIMS and CRE) and book of record software (FIS Global Plus) is an asset. Strong computer skills: MS Office, MS Outlook, Bloomberg is an asset. Job Category: Individual Contributor / Collaborateur Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Portfolio Manager
BMO, Toronto, ON
Application Deadline: 05/19/2024Address:100 King Street WestAchieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.Provides support for sales activities such as presentations, bids/proposals, and requests for information.Develops an effective external network to support the identification of new and increased investment/lending business opportunities.Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.Establishes and enhances the Bank's brand by participating in meaningful and focused business and community.Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.Coordinates cash management product implementation and financial transaction set-up.Ensures consistent personnel training throughout the team.Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.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.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.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.
Investment Associate
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:4881 Yonge Street, 9th FloorAssesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.Partners with others to develop business relationships with existing clients.Collaborates with internal partners to expand business relationships with existing clients.Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.Escalates complex or unresolved client situations and complaints.Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement.Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.Collaborates with internal and external stakeholders to deliver on business objectives.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Assists in creating new investment portfolios and identifies changes to be made.Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.Supports the development and execution of the business strategy and business planning activities.Fulfills client sales and service activities in compliance with regulatory requirements.Maintains the confidentiality of client and Bank information.Adheres to internal risk mitigation policies and industry rules/regulations.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Knowledge of Canadian Securities Course & Conduct and Practices Handbook.Registration as Registered Representative (RR).Complies with mandatory IIROC Continuing Education Program requirements.WME must be completed within 30 months of RR LicenseSpecialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Manager, Strategic Planning Physical Channels
BMO, Toronto, ON
Application Deadline: 05/14/2024Address:250 Yonge StreetTHIS IS A 9 MONTH CONTRACTDrives the strategic planning process for branch distribution and investment for a designated business group. Analyzes market trends, National & Global competitors and conducts scenario planning as input to strategic outcomes. Supports investment initiatives through business case planning and projections. Keeps business leaders & stakeholders engaged by running strategy meetings and preparing presentations for various audiences across BMO.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Acts as a trusted advisor to assigned business/group.Recommends and implements solutions based on analysis of issues and implications for the business.Identifies emerging issues and trends to inform decision-making.Influences and negotiates to achieve business objectives.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Conducts independent analysis and assessment to resolve strategic issues.Helps determine business priorities and best sequence for execution of business/group strategy.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Prepares strategic presentations for use in strategic planning processes.Coordinates and organizes meetings for the strategic planning processes.Analyzes market trends and global competitors to inform strategic planning for the designated business group.Completes business case documentation for new projects.Conducts scenario planning to help inform senior leaders on the range of strategic choices.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.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.Bilingual (French) an asset.Grade:7Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Investment Associate
BMO Financial Group, Toronto, ON
Application Deadline: 05/10/2024 Address: 4881 Yonge Street, 9th Floor Job Family Group: Wealth Sales & Service Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Partners with others to develop business relationships with existing clients. Collaborates with internal partners to expand business relationships with existing clients. Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping. Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required. Escalates complex or unresolved client situations and complaints. Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement. Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners. Collaborates with internal and external stakeholders to deliver on business objectives. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Assists in creating new investment portfolios and identifies changes to be made. Assesses fees, determines overall household fees and coordinates with internal partners as applicable. Manages the efficient and effective running of the support office; trains new team members and branch support staff. Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement). Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies. Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty. Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans. Supports the development and execution of the business strategy and business planning activities. Fulfills client sales and service activities in compliance with regulatory requirements. Maintains the confidentiality of client and Bank information. Adheres to internal risk mitigation policies and industry rules/regulations. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Knowledge of Canadian Securities Course & Conduct and Practices Handbook. Registration as Registered Representative (RR). Complies with mandatory IIROC Continuing Education Program requirements. WME must be completed within 30 months of RR License Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Please note the base salary for this specific position in Toronto is $ 41,600.00 Compensation and Benefits: $41 600,00 - $77 000,00 Pay Type: Salaried & Commission 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, North America Procurement
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 DescriptionJob Profile SummaryThe Category Management & Sourcing - Sourcing Manager reports to Lead Category Manager and is responsible for the end-to-end execution of the sourcing process for small to medium-size and complexity sourcing and contracting initiatives. Under direction of the Category Manager, the incumbent develops sourcing strategies, coordinates supplier selection and leads contract negotiations consistent with an overall category strategy and business unit objectives. The Sourcing Manager will act in a leading role within the Sourcing project teams that include business unit stakeholders, subject matter experts and Sourcing Analysts.This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.People Leader Role: NoEssential Responsibilities:Individual Responsibilities:Lead cross-functional teams to execute on low to medium value/complexity sourcing projects and contracting efforts. Determine sourcing strategy and conduct analysis and negotiations.Influence requirements from business partners necessary to evaluate and select suppliersConduct baseline and market analysis, develop sourcing strategy and conduct contract negotiationsRead and understand contract and commercial terms in current contracts and proposals.Manage sourcing resources and engage subject matter experts (such as legal, risk and finance) in support of a specific set of commodities and/or a business lineProvide sourcing thought leadership and day-to-day oversight of resource activitiesBe responsible for the accuracy of contract archives Track expirations of existing contracts and develop work plan for renewals, interact with legal and drafting teams to incorporate results of negotiations into contract documentsProvide supporting analytics to finance team to validate realized savingsManage relations with key business partners and project owners to develop/maintain strong working relationshipsSupport vendor managers in execution of business led initiatives as necessary.Job Requirements:IT Infrastructure contracts/sourcing experienceExtensive knowledge of IT software/SaaS solutions/vendorUndergraduate degree (business preferred)6+ years of progressive business experience in global supply chain management and/or vendor management and/or contract management Solid knowledge of sourcing and procurement principles and best practicesExperience and expertise with supplier contractual terms and conditions to mitigate legal and business risk Experience with sourcing and procurement systems and toolsSolid analytical skillsStrong assets:Graduate degree (business preferred)Knowledge of relevant legislative and regulatory requirements relating to management of third party outsourcing in the jurisdictions in which Manulife operatesKnowledge of financial, actuarial and insurance systemsDecision Authorities:Responsible for low to medium value negotiation and contracting activities to deliver savings and value consistent with business objectives and priorities. #LI-HybridAbout 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$84,375.00 CAD - $151,875.00 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.