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

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Technology Consulting Advisory Practice strives to deliver business benefits from a broad range of technologies, helping our clients develop high-performing IT functions and leverage investments in current systems to deliver significant business value. We help clients define their Information Management / IT / Digital strategy and assist them through the entire technology and digital transformational journey, in order for them to become a digitally connected enterprise. We help CIOs make their function future-ready. Our skills in IT strategy and systems implementation help clients execute their transformation strategies with the technology best suited to their business, data and information requirements. Our Technology Consulting Advisory Practice are seeking a dynamic Manager for our NetSuite team nationally. We are looking for talented professionals like you, with a proven record for motivating teams and delivering exceptional, meaningful client service. What you will doAs a Manager in our NetSuite practice, you'll be learning from some of the best in the industry and growing your personal skillset by: Managing the delivery of various projects ensuring on-time, on-budget delivery of quality work that meets client requirements and expectations Serving as Functional Lead/Co-Lead for key modules on NetSuite implementation projects. Facilitating client workshops to understand business requirements and gather, review validate, and document functional requirements in a conference room pilot setting. Implement and deploy NetSuite solutions accommodating unique industry, business, and management processes, regulatory requirements, and other business requirements Completing business analysis and system configuration deliverables for NetSuite implementation projects. Analyzing gaps in functional requirements to system capabilities to propose technology solutions and appropriate workarounds. Contributing to testing efforts including the preparation of test scenarios and test scripts and validations of test results across testing cycles. Assisting in the end-to-end business process testing of new NetSuite solutions. Contributing to data conversion and integration activities associated with NetSuite deployments. Working with senior KPMG leaders to understand, enhance and integrate service offerings across the Operations. Supporting client pursuits business development efforts including preparing proposals and leading presentations to senior executives. Taking accountability for client deliverables by leading engagements and teams to successful outcomes with a focus on supporting your team, client needs and generating value. Building your technical and analytical expertise by delivering high quality results on time and proactively identifying and resolving project issues. Performing technical hands-on activities as required including debugging system issues/errors. Providing production cutover/transition support and production support assistance. Building long-term business relationships with front-line and more senior personnel through engagements and networking in professional organizations. What you bring to the role Post-secondary education in Business, Commerce, Computer Science, Information Technology, or a related field with a post graduate degree. Professional designation in Finance/Accounting or Supply Chain Management is desirable. 8+ years of relevant consulting or industry experience. Minimum four end to end NetSuite ERP implementations. Hands-on functional NetSuite ERP implementation experience. Full life cycle NetSuite implementation experience including Design, Build, Test, Deploy, Support phases Certified NetSuite Professional (NetSuite Administrator / Suite Foundation / ERP Consultant / SuiteCloud Developer Certification) is desirable. Strong business process focus with ability to recommend and drive future state financial processes within NetSuite as well as client's overall ecosystem. Strong relationship management skills and a passion for client satisfaction and delivery excellence Superior communication skills, both written and verbal, including the ability to communicate with client stakeholders, work closely in a collaborative team environment, and lead teams and project deliverables. Experience working in a client facing role with both technical and functional stakeholders. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

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:111 GRANGEWAY AVE: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.

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:4 ROBERT SPECK PKY:MISSISSAUGACity:MISSISSAUGACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-04-02Application Deadline:2024-07-02Inclusion 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.

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.

The Ontario Institute for Cancer Research (OICR) is seeking a Senior Manager, Strategic Planning to support the development of OICR's strategic plan and supporting business case. This critical role will work closely with the Head, Strategy, Governance and Partnerships, the senior leadership team and the Communications team in executing a highly consultative strategic planning process to identify, assess and develop Institute priorities and associated budget, and prepare the 2026-2031 OICR strategic plan and a compelling funding request to the Ministry of Colleges and Universities.This position is temporary, full-time until September 2025.OICR is Ontario's cancer research institute. We bring together people from across the province and around the world to improve the lives of everyone affected by cancer. We take on the biggest challenges in cancer research and deliver real-world solutions to find cancer earlier and treat it more effectively. We are committed to helping people living with cancer, as well as future generations, live longer and healthier lives.Launched in December 2005, OICR is an independent institute funded by the Government of Ontario through the Ministry of Colleges and Universities.Position responsibilities include:Conducts primary and secondary research to analyze trends/developments, and assess new opportunitiesCoordinates and leads consultations and workshops, preparing materials including (but not limited to): meeting agendas, interview questions, synthesized notes, terms of reference, and proposalsPrepares and presents slide decks and other material to support stakeholder engagementPrepares, disseminates and analyzes stakeholder surveys to obtain input that will inform the strategic plan, and compiles recommendations based on the resultsManages and monitors the work of any consultants working on aspects of the strategic planSynthesizes information, interprets and uses critical thinking skills to draw conclusions, propose options and formulate recommendationsWrites and edits reports including landscapes and white papers, consulting others as required to obtain required information and feedbackWorking with the Communications team, assists in the design, writing and collation of sections of the Strategic Plan into a coherent and compelling documentLead the development of a compelling business case and funding request to the Ontario government in support of the strategic planWorking with the Communications team, support stakeholder engagement to build support for the strategic plan and business case submissionLeads strategic projects, as required, to help transform institute practices and operationsTranslates identified strategic priorities to tactical execution, managing the projects and changes needed to support the implementation of the strategic planManages the department's cost centre to monitor spend on strategic planning activitiesParticipates in initial project design, providing advice on planning methodology, process, timelines and provides project management as requiredResearches best practice for data collection; analyzes, evaluates and interprets data/information requirements for projectsEstablishes/maintains relationships with key internal and external stakeholders and external consultantsPerforms cross-functional and/or other duties consistent with the job classification, as assigned or requested Qualifications:Master's degree in a health, life sciences, public health or related disciplinePractical and related experience in strategic planningManagement consulting experience, MBA or equivalent business experience is an assetUnderstanding of cancer research and the cancer research ecosystem is an assetProject management training is an assetAdvanced critical thinking and analytical skillsDetail-oriented, with a strong sense of the bigger pictureExcellent judgementExcellent verbal and written communication skillsCreative and flexible mindsetStrong organizational skills, with ability to balance multiple priorities and meet deadlinesDemonstrated ability to work independently and as part of a teamFor more information about OICR, please visit the website at www.oicr.on.ca.To learn more about working at OICR, visit our career page.CLOSING DATE: Until Filled

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.

The Ontario Institute for Cancer Research (OICR) is seeking a seasoned professional to manage our Biosafety Compliance and Employee Health, Safety and Wellness Programs. As a Health & Safety leader you will be responsible for developing and implementing strategies and programs to ensure that OICR is a safe place to work, employee wellness is a top priority and OICR is meeting its legal obligations. OICR is located within the MaRS complex, an advanced academic research institute dedicated to cancer research, that contains offices, CL2 research wet labs, bioinformatics dry labs, chemistry labs and a Nuclear Magnetic Resonance (NMR) facility.OICR is Ontario's cancer research institute. We bring together people from across the province and around the world to improve the lives of everyone affected by cancer. We take on the biggest challenges in cancer research and deliver real-world solutions to find cancer earlier and treat it more effectively. We are committed to helping people living with cancer, as well as future generations, live longer and healthier lives.Launched in December 2005, OICR is an independent institute funded by the Government of Ontario through the Ministry of Colleges and Universities.Position responsibilities include:Health and SafetyIn consultation with various safety committees, organizational leaders and stakeholders, develops and implements organizational-level policies, plans, procedures, training and guides that ensures safe work and compliance to safety legislation including but not limited to the Occupational Health and Safety Act, Human Pathogen and Toxins Act, Transportation of Dangerous Goods Act.Develops and implements policies, programs and procedures to mitigate workplace hazards in areas including incident management, safety training, laboratory and office safety, biosafety and biosecurity, medical surveillance, emergency response, ergonomics, first aid, and workplace violence.Serves as organization's subject matter expert on health and safety legislation.Conducts risk assessments and recommends mitigations for a wide range of workplace hazards.Manages the work of the Joint Health and Safety Committee (JHSC) and OICR Biosafety Committee (OBC), including serving as a safety resource and management representative on the JHSC and the designated institutional Biological Safety Officer (BSO).Serves as the Health and Safety Lead on the organization's Emergency Response Team (ERT), including pandemic planning and response.Serves on the Corporate Management Team representing Health, Safety and Wellness.Employee WellnessDevelops and maintains policies and programs relating to mental health, psychological safety, wellness.Participates in accommodation and return to work procedures.Manages vendor relationship for employee and family assistance services and medical surveillance.Consults on accessibility and accommodation requests as part of the return-to-work team focusing primarily on physical accommodations and ergonomic support in collaboration with HR.Organization ComplianceEvaluates and monitors compliance for all related policies, programs and procedures/guidelines including corrective actions that arise through monthly safety inspections, incidents, meeting discussions and ad hoc audits.Identifies gaps in the HSW program and develops plans to address them including hazards resulting from new or modified facilities, processes, equipment, personnel or materials.Oversees the vendor and maintenance of the safety data sheet management system and other requirements as set out by Reg. 860, Workplace Hazardous Materials Information System (WHMIS).Acts as primary contact for external liaison with Workplace Safety Insurance Board (WSIB) representatives, Ministry of Labour, Training and Skills Development (MLTSD), and Public Health Agency of Canada (PHAC) as required.Sets health, safety and wellness goals and strategies, including the development of key metrics to assist in prioritization of future initiatives.Ensures records (e.g., training records, accommodation plans, incident reports) are maintained in accordance with privacy and other internal and external requirements.Keeps abreast of legislative changes that may have internal policy or process implications with respect to health, safety, and wellness.General Duties across all areas of responsibilityDesigns and implements programs.Sources and negotiates vendor services.Builds partnerships with a wide range of internal clients and external stakeholders.Creates and conducts employee training.Writes employee communications and intranet content.Maintains high standards of business conduct, ethical behavior, and confidentiality.Manages one staff member - Health, Safety and Wellness CoordinatorCarries a cell phone and may be required to work outside of standard business hours on occasion for emergency response and incident management as part of OICR's Emergency Response Team.Qualifications:Bachelor's degree in occupational health & safety or recognized equivalentCanadian Registered Safety Professional (CRSP), Certified Health and Safety Consultant (CHSC) designation or equivalentThorough knowledge and understanding of the Occupational Health and Safety Act, Human Pathogens and Toxins Act, Workplace Safety and Insurance Act, Human Rights Code, Transportation of Dangerous Goods Act, Workplace Hazardous Materials Information System (WHMIS) regulationsExperience in a research, healthcare, pharmaceutical, bio-tech or laboratory environment including knowledge and expertise in CL2 processes is requiredExposure as a Biosafety Officer in a lab environmentExperience in emergency response, business continuity planning, fire evacuation planningExperience in accommodation, ergonomicsExperience in coaching and supporting employees and managers, confidently and diplomaticallyHighly effective interpersonal skills with a customer-service focusSelf-starter who can work independently and as part of teams, modelling collaborative behaviours and executing with minimal supervisionFlexible with the ability to work efficiently in a fast-paced, dynamic environmentOrganized with ability to multi-task and prioritize workExcellent presentation and training skillsAbility to write clear and concise employee communications and training materialsHighly computer literate with proficiency in MS Office applicationsFamiliar with HRIS, learning/training systems, metrics, employee benefits, negotiating, evaluating and coordinating services with vendorsCertification in First Aid and CPR or working towardsFor more information about OICR, please visit the website at www.oicr.on.ca.To learn more about working at OICR, visit our career page.CLOSING DATE: Until Filled

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.

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.

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.

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.

Application Deadline:05/30/2024Address:4881 Yonge Street, 9th FloorJob Family Group:Wealth Sales & ServiceAssesses 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.Please note the base salary for this specific position in Toronto is $ 41,600.00Compensation and Benefits:$41,600.00 - $77,000.00Pay Type: Salaried & CommissionThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 05/03/2024Address: 100 King Street WestJob Family Group:Commercial Sales & ServiceFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages Commercial banking relationships, plans for prospective clients;may include focused calling and pipeline management activities.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentations for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.Evaluates and structures loan requests, determining appropriate documentation for Approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.Follows up after closing to insure all documents are completed and filed.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.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.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$68,000.00 - $126,000.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 04/25/2024Address:250 Yonge StreetBMO is looking for a experienced People Manager or Team Leader who excels in project management and enjoys leading multiple projects to succession.Provides support and service for the Investment Operations function of BMO's business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.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.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.Assists in the development of strategic plans.Helps determine business priorities and best sequence for execution of business/group strategy.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Communicates with internal business partners and external customers in response to standard and non-standard inquiries.Designs and produces regular and ad-hoc reports, and dashboards.Monitors and tracks performance, and addresses any issues.Breaks down strategic problems, and analyses data and information to provide insights and recommendation.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Develops and manages a business/group program.Reviews the program for effectiveness, considers industry trends, and recommends enhancements; makes changes as required.Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.Fulfills routine and frequently non-routine transactions, responds to internal business partner and/or external customer inquiries / requests, and/or audit/reconciliation activities.Analyzes and resolves complex issues in accordance with Bank and industry standards.Acts as primary back-up to team members and as back-up to the manager.Evaluates circumstances requiring exceptions and engages senior management for resolution.May acts as the day-to-day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).Checks and reconciles information and documentation to ensure accuracy and completeness.Analyzes data and information to provide insights and recommendations.Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.Communicates and collaborates with internal and external stakeholders to deliver on business objectives.Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.Supports the development of tools and delivery of training focused on delivering business results.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.Knowledge and experience using relevant systems and technology - In-depth.Knowledge and understanding of the business unit's key products and services, processes and controls - In-depth.Knowledge of the risk and regulatory requirements of the business - In-depth.Prioritization skills - Good.Customer service skills - In-depth.PC skills (MS Word, Excel, PowerPoint) - In-depth.Ability to multi-task in a fast-paced environment.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category: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.

Application Deadline: 05/02/2024Address:33 Dundas Street WestAchieving leading customer loyalty and driving great customer experience (CE) are among BMO's strategic priorities. Reporting to the Director, Voice of Customer & Customer Loyalty, the Senior Manager has a broad and diverse management role responsible for the operational efficiency, program delivery, and governance requirements of the enterprise CE Centre of Excellence. Critically, this mandate also includes liaising and frequent partnership with internal leaders and Line of Business CE partners to solve questions and concerns, and build partners' confidence, related to all aspects of the CE Measures platform, including sampling, fielding, survey design, report delivery, quality control, vendor management and interpretation. Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals.Provides strategic input into business decisions as a trusted advisor.The optimization, performance management and governance of BMO's existing CE measures platform for Line of Business CE Leads with accountability for all aspects of the program platform including sampling, data integrity, and program design.Supports the enterprise Customer Experience Program across multiple lines of business (LOB) including Personal & Business Banking, Wealth, and Commercial across North AmericaSupports the development and implementation of new tools that improve and broaden senior leadership's understanding of BMO's performance on customer experience.Champions a customer focused culture to deepen customer relationships and leverage broader Bank relationships, systems and knowledgeThe development of standardized tools, templates and frameworks on CE measures and methods to support understanding, alignment and consistent practice in coordination with leads for other lines of business.Develops and implements consistent enterprise and LOB programs, policies and processes required to maintain the integrity and consistency of CE measures across the bank.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution.Keeps stakeholders informed of messages, recommendations, decisions, process and progress.Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise.Defines business requirements for analytics & reporting to ensure data insights inform business decision making.Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change.Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Participates in project/program design and provides advice & subject matter expertise to achieve required business results.Conducts analysis required to inform strategic recommendations and considers the "big picture" when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.May network with industry contacts to gather and identify competitive insights and best practices.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Seasoned professional with a combination of education, experience and industry knowledge. Has excellent organizational skills, the proven ability to manage critical/complex projects -- including across functional lines Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - in depth understanding of data, CE analytics, insights and reporting delivery - In-depth / Expert.Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

At Fiera CapitalWe invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.Your Rewards & Recognition: We deeply value our people and their contributions and that's reflected in our competitive compensation and benefits packages and our collaborative culture.Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees' wellbeing.What we are looking for:Under the supervision of the Co-Head of Institutional Client Relationships in Toronto, the Institutional Client Manager oversees the firm's delivery of investment services to a select group of institutional clients.The Institutional Client Manager will manage all aspects of delivering best-in-class institutional management advice and guidance to clients focused on retention and organic growth across a diversified list of assigned institutional investors and a broad range of investment solutions including both public and private markets strategies. In delivering industry-leading client interaction experiences, the incumbent will ensure that Fiera retains, grows, and further deepens client relationships. It is expected that the majority of his or her time will be devoted to retaining and growing designated institutional client relationships. The coverage region for this role includes Western Canadian clients.Your responsibilities:Serving as a lead relationship manager for key relationships - developing and executing on a coverage plan including identifying and managing cross-selling opportunities;Providing outstanding client service; Assuming responsibility for complex and sensitive client and account activities including playing a key role in the decision-making process;Delivering and managing dissemination of thought leadership to clients;Participating in the Institutional Markets team's client seminars/presentations as we seek to further enhance education in the marketplace and build Fiera's brand in the Canadian institutional marketplace.Must have requirements to be successful in this role:Bachelor's degree in business administration, Commerce, or related field;CFA designation or graduate degree a strong asset; A minimum of 10 years of relevant experience managing relationships with institutional clients (pension plans, foundations, endowments, insurance clients, etc.);Strong networking skills with established relationships in the market across institutional clients and investment consultants;Expert knowledge of the investment industry and financial markets;Exemplary interpersonal skills;Excellent industry reputation based on credibility, integrity, and a strong work ethic;Versatility and team spirit;Ability to demonstrate initiative and accept personal accountability;Appropriate registrations necessary upon hiring.Additional Information:Fiera Capital adheres to a hybrid working environment with 3 days in-office per weekIf you are interested in a career at Fiera Capital and you meet 70% or more of the requirements, do not hesitate to submit your application!For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world. Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant's accessibility needs due to disability.Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or if you think you have been a victim of fraudulent maneuvers during your hiring process, please contact us.Please note that job titles indicated in job postings may differ from internal job titles. Accordingly, offers of employment may not reflect job titles indicated in job postings.We thank all applicants for their interest in a career with Fiera Capital. We will only contact those selected for an interview.

Application Deadline: 05/02/2024Address:100 King Street WestDevelops 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, cost management, resource allocation, balance sheet optimization, etc.)Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.May own internal/external stakeholder relationships.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, expense, 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.Works with the business to align key performance indicators with financial forecasts and plans.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.Monitors and tracks performance and addresses any issues.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.Assists in the development of strategic plans.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.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem-solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Job SummaryJob DescriptionJob 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 needsLeverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clientsFoster trusted, often multi-generational, long-term relationships using personalized service and adviceEstablish 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% commissionYou have completed the Canadian Securities Course (CSC) or will prior to your start dateYou have a passion for financial planning and a keen interest in portfolio managementYou have strong relationship building skills and an ability to connect with all types of individualsNice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/disciplineCompleted 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 feesAutonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environmentPotential to qualify for the prestigious President's Club Program with your peers in your first 4 yearsLeaders who are invested in your success, including mentorship and career development programsA supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every dayFlexible 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:2175 QUEEN ST E:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-04-23Application 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.

Application Deadline: 06/29/2024Address:100 King Street WestProvides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals.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. Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution.Keeps stakeholders informed of messages, recommendations, decisions, process and progress.Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise.Defines business requirements for analytics & reporting to ensure data insights inform business decision making.Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change.Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Participates in project/program design and provides advice & subject matter expertise to achieve required business results.Conducts analysis required to inform strategic recommendations and considers the "big picture" when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.May network with industry contacts to gather and identify competitive insights and best practices.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

The OpportunityThe Manager, Global Trade Management is responsible for leading the Public Markets Operations team within Financial Operations. You will be responsible for the oversight of all aspects of the trade operations, middle and back-office functions including trade processing, confirmations, settlement management, trading assistance and reporting. Who you’ll work withThe Manager, Global Trade Management is responsible for supporting the Senior Manager and Director by making standard operational decisions and providing recommendations to ensure the successful delivery of objectives for the team, department, and division. What you’ll do Oversee the global trade operations of publicly traded assets including trade processing, confirmation, capture, delivery and settlement of derivatives and fixed income products. Supervise the daily operations including reviewing and signing off on daily transactions and key controls, handling complex issues referred by the team members, provide guidance and necessary support/escalation to address and resolve issuesOversee and expand the middle office function to provide trading assistance and analytical support for global trading/investment teamResponsible for maintaining and strengthening the key internal and external relationships with OTPP’s Investment teams, prime brokers/custodians, external brokers/vendors, clearing and executing brokers, as well as external investment managers. Establish, manage relationships and measure success through the use of KPI’s and metricsOnboard new products, new features of existing products, and new markets to support investment strategies. Act as a lead to facilitate and coordinate the onboarding process with internal and external stakeholders. Initiate, lead and manage continuous process improvement to enhance the onboarding experience for internal stakeholdersPlay a catalyst role in gaining and sharing relevant global market knowledge and expertise. Responsible for establishing and maintaining the relevant knowledge database for information sharing and reportingWork on more complex, out of the ordinary deals which require in depth knowledge of the operational and settlement requirements to support the dealSupport the execution of key projects and initiatives by researching requirements, analyzing alternative solutions, while assessing impacts to operational risks and processes, to provide recommended course of actionInitiate, lead and manage process improvements to enhance internal processes and efficiencySupport the development and growth of the team including the implementation of any operational enhancementsEnsure operational implications of new strategies and process improvements impacting systems and reporting are appropriately addressedDevelop, maintain, and recommend changes to financial and operational controls to support financial reporting and reduced operational risk. Ensure up-to-date policies and procedures manuals are established and maintainedResponsible for the accuracy of data utilized by the company’s book of record, downstream reporting such as performance measurement, general ledger, risk analytics and regulatory compliance systemsSupervise a team of analysts and/or associates who are responsible for global trade management function. Responsible for recruiting to fill vacancies, conducting performance evaluations and coaching, and managing on the job training to recommend external training and conferences for staffEnsure adequate and timely responses to inquiries from stakeholdersWhat you’ll needRelevant university degreeProfessional designation such as CPA CA, CGA, CMA, FRM or CFAKnowledge of computerized systems to identify user system needs and maintain system controls. Understanding of public traded assets including derivatives and cash productsPossesses the ability to be a key driver in implementing changeExcellent communication skills are required as this position deals with both internal and external contactsAbility to work with the Investment team and other internal stakeholders and balance governance and service roleSignificant experience (6-8 years) within Investment Operations (accounting, finance, operations) preferably including at least 2 years in a team leadership capacityExtensive experience facilitating, coordinating, and consulting with a successful track record for process improvementsExperience working with senior management in complex structures; ability to facilitate team based decisions-making processes#LI-RM1#LI-HybridWhat we’re offering Pay-for-performance environment that offers competitive salary and incentiveNumerous opportunities for professional growth and developmentComprehensive employer paid benefits coverageRetirement income through a defined benefit pension plan The opportunity to invest back into the fund through our Deferred Incentive ProgramA flexible/hybrid work environment combining in office collaboration and remote workingCompetitive time offOur Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each yearEmployee discount programs including Edvantage and PerkopolisAt Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.How to apply Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.Accommodations are available upon request ([email protected]) for candidates with a disability taking part in the recruitment process and once hired.Candidates must be legally entitled to work in the country where this role is located.The privacy of your personal information is important to us. Please visit our Privacy Centre to learn how we handle your personal information.Functional Areas: Finance Requisition ID:5727