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

Location: Shelbourne Branch Job Type: Full Time myWork Options: In-person Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support. In partnership with the Financial Planner this position will work to expand relationships, and over time source and obtain business, while supporting the fulfillment of the partnering Financial Planners day to day activities. This role focuses on maximizing business opportunities by delivering a positive and unexpected member experience through strong relationships. The Associate Financial Planner may also work outside regular business hours to network in the community to build business opportunities. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required. This role will provide hands-on training and opportunity to build your depth in financial planning while working in a professional, dynamic work environment managing lower tier members off the FP book. PFP and CFP are a requirement. What you'll get to do Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.. Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP. In partnership with FP, effectively execute marketing and business development activities Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc. Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP Service the financial needs of members during times when the FP is not available including executing trades as outlined by FP and/or existing planning documentation In collaboration with the FP and Branch leadership may work on special projects, as required inlcuding providing support and sponsor local and organizational initiatives, assisting with technology service / maintenance of systems. Understand and support Coast's vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives. Is knowledgeable on and in partnership with the FP ensures adherence to all operational, risk and compliance processes as required. Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes. As directed by the FP, process transactions to direct assets into suitable financial products based on the client's risk/reward tolerances and demographic profile and documented planning/next steps Proactively identify business opportunities for member appointments and in partnership with FP refer to internal partners based on member need Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times. Resolve customer issues, concerns and/or problems promptly as required. Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Proactively build pipeline opportunities for FP to optimize during member meetings. Responsible for effectively administering and supporting a portfolio generating $500k or more in revenue and holding $60 million or more in investment assets. Accountable for mutual fund sales for smaller balance accounts as required. Demonstrate capability to effectively complete a Personal Guide and Investment Guide. Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable. Taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail). Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members. Builds relationship to ensure contribution to the team as well as able to work independently if required. Who are we looking for Minimum 4 - 6 Years of Job-Related Experience Incumbent must have direct experience in an investments capacity working with portfolios and regulatory requirements for a minimum of 3 years. Required to hold an IFIC and/or QAFP License; PFP and/or CFP required for all aspiring into Financial Planner role. Those aspiring to be Financial Planners must have had exposure to credit and attended the CCS credit cohort as well. Proficient in using E-mail, Word, Excel (& PowerPoint), and possess the aptitude for learning new technology, systems. Secondary language (i.e. Cantonese/Mandarin/Farsi/Punjabi or Korean etc...) would be considered an asset but is not essential. Should have working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software. Must have a solid understanding of investment portfolios, regulatory suitability, and current knowledge of daily market activities. While not the lead advisor should demonstrate good judgment when assisting members in the absence of the Financial Planner. Business Acumen: understands how business works, including current and future strategies, practices, trends, economics, and technology; understands the competitive environment and how strategies and tactics work in the marketplace Collaboration: demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others Communication: demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills. Decision Making: makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions Developing Self: Is self-aware and has an accurate understanding of strengths and weaknesses; committed to and actively works on continuous self-improvement; establishes focused "SMART" development goals and activities leveraging input from manager Drive for Results: Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others Initiative: Works effectively with limited supervision and within established authorities; is proactive in identifying and pursuing tasks with energy, drive, and a need to "finish"; knows when and what to refer for guidance and/or approval Member/Client Focus: dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Location: Victoria Branches (Broadmead, Shelbourne, Oak Bay, Bay Centre, Tillicum Mall, Colwood, Westshore) Job Type: Full-time myWork Options: In-person Starting Salary Range: $55,000-$65,000 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? When you visit a Coast branch, you're greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our "How can we help you?" brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn't end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate. What else will you get to do every day? Getting a natural high from delivering positive and unexpected customer experience through general retail banking Having fun engaging customers in the "Where You Are At Money Chat" to help your customer to save, grow, protect and improve their financial well-being Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements Proactively and creatively offer helpful solutions and alternatives to customer inquiries Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment Who are we looking for? We don't need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services. Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities. You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren't done learning; you have a desire to know more. You proudly hang your Investment Funds in Canada certificate in your office. You really like building relationships with a wide variety of people and want to help them with simple financial help. You are a big fan of teamwork and demonstrate your team spirit every day. You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Application Deadline: 05/05/2024 Address: 1225 Douglas Street Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customers experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: No prior experience necessary; post-secondary degree or certification in related field of study is desirable. High-level knowledge of personal, commercial and partner offers, and how each can best serve customers individual needs. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Highly skilled at helping people who dont find digital applications intuitive to gain confidence in how to use them and to understand their benefits. Projects a professional presence. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. A focus on delivering a personal experience to customers. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Compensation & Benefits: $ 32,600.00 (minimum) - $ 38,300.00 (mid-point) The base salary represents BMO Financial Groups hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. Base salary is one component of BMO Financial Groups total compensation package for employees, which may include performance-based incentives, commissions or 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: Total Rewards Compensation and Benefits: $33,850.00 - $44,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/28/2024Address:1225 Douglas StreetJob Description:Territory coverage: Interior BC and Vancouver IslandUnder the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region. Sales & Channel Support: Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products Provide ongoing sales support to the assigned region of the retail Distribution Channel Work with Retail Investments, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the Retail Investments LOB Identify and provide product specific training when appropriate to sales force Provide sales support for Retail Investments National Sales Campaigns and Programs Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales Co-ordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales Relationship/Channel Management: Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums Act as the point person, representing Retail Investments at local market functions, soliciting feedback from the retail channel Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable) Ensure a thorough understanding of competitor activities to identify potential opportunities and threats Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals Understand and assess ongoing opportunities for National Sales Programs Sales & Service Delivery: Identify gaps, issues, and best practices by monitoring of Retail Investments sales and service (growth and retention) targets against District/Area/Branch plans Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.) Foster a sales culture of goal achievement and superior customer satisfaction Keep current with sales technology and tracking systems Contribute to Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets Planning: Assist in developing tactical plans to meet annual growth and retention targets Prepare/update and implement annual territory business plan Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff Attend weekly team conference call and submit weekly activities report to Regional Sales Leader Qualifications:Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience.Completion of IFIC or CSC; asset to have PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings In-depth knowledge of Bank products, services, organization and Banking Group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues 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.

Application Deadline: 04/29/2024Address:735 Goldstream Ave, Unit 101Fluency in English (required) and Mandarin (asset)Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/06/2024Address: 1225 Douglas StreetJob Family Group:Retail Banking Sales & ServiceFluency in English and Chinese is preferredDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$37,500.00 - $69,500.00Pay 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: 03/30/2024Address:1225 Douglas StreetDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Position Description: Ready to join an outstanding culture that cares about diversity and inclusion, corporate social responsibility and gives the freedom to innovate, influence decisions, and chart an exciting career?CGI is more than just an IT company. Be part of a team that supports the local community with the ability draw on global best-in-class talent! Benefits include a share purchase program, profit sharing, wellness credits, training and development programs, and flexible work schedules and locations.As a Senior Project Manager in British Columbia for the Health Account at CGI, you will contribute to the success of multiple IT projects and initiatives for our clients. Your future duties and responsibilities: • Plan, coordinate, lead/oversee and communicate the activities to ensure that project objectives are met• Ensure good management of activities, quality results and implementation of CGI quality processes• Manage the project or scrum teams associated with the initiative, providing guidance and oversight, connecting and collaborating with team leads and Scrum Masters as appropriate• Complete various activities to deliver projects using the project plan, work plan, risk log, communication plan, issue logs and resolution as well as manage Statements of Work and associated Change Requests• Balance the management of projects by mitigating risks and defining resolution plans for addressing issues, proactively managing risks and issues• Deliver expected project margin/profitability• Obtain engagement and approvals by all players: clients, team members and vendors• Effective client relationship management, ability to deal with a breadth of stakeholders at all levels of the organization, including client executives with professionalism and business acumen• Obtain, validate and understand the cost models and project profit margins for all assigned projects• Define functional structure of the project; prepare work plans for planning and scheduling of required resources• Ensure projects are auditable and audit ready, adhere to CGI policy and contractual requirements Required qualifications to be successful in this role: • 5+ years of Project Management experience within IT as a Technical Program Manager• Extensive experience in software product engineering, deployment, and integration.• Proven experience working with multiple clients on IT project-based initiatives with Application Integration and Infrastructure both.• Excellent skills and knowledge of servant leadership, facilitation, situational awareness, conflict resolution, continual improvement, empowerment, and growing transparency• Facilitation and collaboration with Solution Architects and System Engineers to effectively plan, monitor and closure. • Plan Concurrent releases with the Ops Lead and support organization. Overseeing product deployment and integration.• Facilitation and support to diagnosing and resolving technical issues.• Superb communication and presentation skills in providing pertinent and detailed information to clients and delivery / operational teamsDesired Qualifications• Demonstrated experience coordinating and facilitating information sessions, working sessions, and Steering Committees• Familiarity with the BC health sector and ecosystemEducation and Certifications• Bachelor in Computer Science, Masters in Project Management or equivalent• Certified Project Manager (PMP) certification#LI-AP1CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors including but not limited to skill set level, geographic market, experience and training, and licensure and certification. Compensation decisions are dependent on the facts and circumstances. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range in British Columbia is $75,500 - $144,000. Skills: Application DevelopmentPMI Project Management ProfProject ManagementRelease Management What you can expect from us: Together, as owners, let’s turn meaningful insights into action.Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.

Application Deadline: 05/30/2024Address:1225 Douglas StreetCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation & Benefits:100% Commission RoleGrade: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: 05/30/2024 Address: 1225 Douglas Street Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMOs share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures. Actively searches for sales opportunities to achieve individual sales and profitability goals. Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Banks mortgage growth and profitability objectives. Assists with the implementation of targeted marketing programs, promotions, and other initiatives. Seeks opportunities to expand network by obtaining referrals from existing relationships. Establishes and enhances the Banks community presence by participating in trade shows, conferences, and related events. Serves a customer advocate during application and processing activities. Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network. Delivers exceptional customer service that builds trust through expertise, responsive service, and support. Organizes customer appreciation events, seminars, and conference calls. Guides customers throughout mortgage application and processing activities. Partners with branch teams to properly hand off customers to finalize mortgage documentation. Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner. Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business / group strategy. Conducts independent analysis and assessment to resolve strategic issues. Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application. Documents updates in BMOs internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports and dashboards. Provides input into the planning and implementation of operational programs. Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions. Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer. Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies. Participates in projects and other activities designed to improve the customer experience. Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise. Completes all necessary transactional documentation in compliance with security measures. Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities. Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures. Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation. Protects the Banks assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines. Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity. Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures. In-depth understanding of the mortgage lending process and applicable regulatory requirements. Strong interpersonal, sales, customer service, and negotiation skills. Expert knowledge of self-management and teamwork, personal lending, relationship sales and management. Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management. Strong knowledge of the broader real estate industry and mortgage market. Strong negotiation skills. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Compensation & Benefits: 100% Commission Role Compensation and Benefits: Pay Type: Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

The Opportunity: Territory Sales Coverage, new product presentation, focus on distribution, incremental display opportunities, cross merchandising, execute Marketing Initiatives, build strong customer relationships and execute all other tasks required to maintain and grow the territory. Any MLF team member interested in being considered for this role are encouraged to apply online by April 16. Applications received beyond that date are not guaranteed consideration. Salary Range: $56,000 - $83,000 Snapshot of a Day-in-the-Life: Maximize territory coverage in the designated region Establish strong productive customer relationships Meet and exceed distribution targets Execute Marketing Initiatives with strong planning Lead Merchandising and cross promotion with other vendors and in-store departments Work with the Sales team and Business teams to secure commitments from customers Report Territory activities back to District Sales Manager in a timely manner Exceed distribution targets Exceed display targets Plan execution for all promotions Understand the financial implications of decisions made in the field Achieve personal goals as set out by District Sales Manager Represent Maple Leaf Foods with the highest level of professionalism and integrity What You’ll Bring: 1-2 years sales experience is an asset Preferred post-secondary education and related experience Bilingual in English & French considered an asset Excellent time management and planning skills Excellent computer skills and ability to use an iPad effectively Must possess a valid driver’s license Ability to work independently Strong planning skills and time management skills Priority management skills Microsoft Office knowledge Ability to make informed decisions independently Drive to succeed and surpass target What We Offer at Maple Leaf Foods: Being part of a high-performance, people-focused company that has an inspiring and unique vision to become the most sustainable protein company on earth, and a deep commitment to sustainable protein across North America. An inclusive company culture and a work environment that keeps our people safe, rewards excellence, and empowers everyone to learn and contribute their best. A hybrid work model that embraces remote work for eligible roles, helping team members achieve work-life balance-combining the best of both spending time working remotely, benefitting from focus time, and purposeful collaboration in the office setting. Competitive Health and Wellness benefits that offer flexibility to meet your individual or family needs, including programs focused on improving mental health and wellbeing. These benefits start on your first day of employment. Defined Contribution Pension Plan with company matching that starts on your first day of employment. Learning and development opportunities, including workshops, ‘speaker series’ events, and resources that allow you to develop your skills and progress your career. Comprehensive tuition reimbursement program that supports continuous learning and development of our team members through investment in eligible degrees, diplomas, professional certification, or trades programs. Supporting our deep commitment to community impact, we offer up to two paid days annually to volunteer at a cause of your choice. About Us: We’re a carbon neutral food company on a purposeful journey to Raise the Good in Food through better nutrition, safer food and workplaces, more humane animal care, and environmental sustainability efforts that protect our planet. We care about our communities and commit to reducing food insecurity in Canada. Join us on the journey. Let’s build a better future, together. We’re passionate about food. For more than 100 years, we’ve made delicious, healthy protein that Canadians love under iconic national and regional brands, like Maple Leaf, Schneiders, and Greenfield Natural Meat Co. We’re on a journey to become the most sustainable protein company - not just in Canada - but on earth. We are carbon neutral. We are one of the only food companies in Canada to set science-based targets. We aim to reduce our environmental footprint by 50% by 2025. We’re a global food company with more than 13,500 team members. We operate sites in 20+ locations across Canada. We also have locations in the U.S. and Mexico, and do business in Asia. A diverse and inclusive work environment Championing diversity and inclusion is a critical component to advancing our collective purpose and vision and living the Maple Leaf Leadership Values. We believe in building, investing in, recognizing, and rewarding remarkable people who value an inclusive workplace, embrace all forms of diversity, and commit to including every voice in our collaborative environment. We’re so much stronger when we know we’re accepted and valued for who we are and what we each bring to the workplace. We embrace a strong, values-based culture Our eight Leadership Values are our north star. They guide the decisions we make for all our stakeholders: our consumers, our customers, our people, our communities, our shareholders, and the environment. Doing What’s Right Shared Value High Performance Diverse and Inclusive Teams Disciplined Decision Making Our Accountability Intense Curiosity Transparency and Humility We thank all applicants for their interest in exploring employment opportunities with Maple Leaf Foods; however, only those selected for an interview will be contacted. Applicants may be subject to a background check and must meet the security criteria designated for the position. Championing diversity and inclusion is a critical component to advancing our collective purpose and vision, living the Maple Leaf Leadership Values, and delivering winning results. Accommodation is available upon request for applicants with disabilities in the recruitment and assessment process and when hired; please contact our Talent Attraction Team at [email protected]. Disclaimer: Please note that salaries posted on sites other than the MLF Careers Page are not a reflection of Maple Leaf Foods and are an estimated salary range provided by that particular job board. Maple Leaf Foods offers competitive wages and an attractive total rewards package, which will be discussed during an interview with our Talent Team. #LI-Hybrid

Candidates must be local in Victoria, British Columbia Must haves:Minimum 10 years experience (within the last 15 years) providing project management services,managing project resources, project risks, project schedule and project scope.Experience developing project work plans and charters.Experience providing direct training and mentoring to staff as well as conducting knowledge transferto staff.Experience documenting stakeholder communicationsExperience managing complex project budgets.Experience with the Province of BC’s Social Sector and SDPR’s Information Services Division.Experience with Oracle Cloud.Experience with the Social Sector’s Integrated Case Management (ICM) environment.

Application Deadline: 04/29/2024Address:3616 Shelbourne StreetFluency in English and Mandarin are preferredDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/17/2024 Address: 3451 Saanich Road Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customers experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: No prior experience necessary; post-secondary degree or certification in related field of study is desirable. High-level knowledge of personal, commercial and partner offers, and how each can best serve customers individual needs. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Highly skilled at helping people who dont find digital applications intuitive to gain confidence in how to use them and to understand their benefits. Projects a professional presence. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. A focus on delivering a personal experience to customers. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Compensation and Benefits: $33,850.00 - $44,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Job SummaryThis opportunity is for the entire Victoria East CommunityJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether youre demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.What will you do?Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunitiesFocus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain businessRespond to client-initiated contact, assisting them with a full range of financial transactionsActively listen and engage clients in conversation to further understand their individual needsProactively take ownership of resolving and preventing client banking problemsCultivate and maintain relationships with partners to make the most of business opportunities and referralsWhat do you need to succeed?Must-haveDemonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environmentProblem-solving and people skills, with the ability to build strong relationships and proactively connect with clientsFlexibility, eagerness to learn, strong personal ethics, and a hunger for successDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Must be able to work all business hoursNice-to-haveTrack record in building rapport and maintaining client relationships within the financial or service industryMutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)Whats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefitsContinued opportunities for career advancementWorld-class sales training, coaching, and development opportunitiesSupport from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and trainingOpportunity to achieve great success and grow your career with RBCRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.Job SkillsAdaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital LiteracyAdditional Job DetailsAddress:1660 MCKENZIE AVE, UNIT 102:SAANICHCity:SAANICHCountry:CanadaWork hours/week:37.5Employment Type:Platform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-03-12Application Deadline:2024-05-06Inclusion 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.

Location: Shelbourne Branch Job Type: Full Time myWork Options: In-person Starting Salary Range: $55,000-$65,000 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? When you visit a Coast branch, you're greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our "How can we help you?" brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn't end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate. What else will you get to do every day? Getting a natural high from delivering positive and unexpected customer experience through general retail banking Having fun engaging customers in the "Where You Are At Money Chat" to help your customer to save, grow, protect and improve their financial well-being Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements Proactively and creatively offer helpful solutions and alternatives to customer inquiries Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment Who are we looking for? We don't need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services. Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities. You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren't done learning; you have a desire to know more. You proudly hang your Investment Funds in Canada certificate in your office. You really like building relationships with a wide variety of people and want to help them with simple financial help. You are a big fan of teamwork and demonstrate your team spirit every day. You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Location: Westshore Branch Job Type: Full Time myWork Options: In-person, Hybrid Starting Salary Range: $65,000-$75,000 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members,The Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. We're looking for a Jack-of-all-trades (or Jane-of-all-trades) helping our customers with their lending and investment needs while establishing solid long-term banking relationships. Join a leader in the financial services that provides simple financial help with our innovative products and services. What you'll get to do: Get to know your member on a deeper level, no not through mind reading but by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer's needs with our high quality core banking, lending and investment options. Rub elbows with other teams in the branch network to uncover and refer general insurance, complex investment needs, personal insurance and small business needs. Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow and protect their financial well-being. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? We don't need mathematical geniuses here, although the ability to add and subtract would be useful. Mostly we just need people with a solid understanding of credit & investment products and services and who are comfortable providing customers with simple financial help and promoting our products and services. Experience helping customers in either a bank or credit union for a minimum five years, with a minimum of two years of experience where you mastered complex lending and investments, and you used your x-ray vision to spot sales and referral opportunities. You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren't done learning; you have a desire to know more. You proudly hang your Investment Funds in Canada certificate in your office. You really like building relationships with a wide variety of people and want to help them with simple financial help. You are a big fan of team work and demonstrate your team spirit every day. You are a multi-tasker, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail. You are a sales pro, having regularly achieved your sales targets with one hand tied behind your back. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.