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

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: 05/30/2024Address: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.

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:2024-06-26Inclusion 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.

Location: Victoria Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The Mobile Insurance & Investment Specialist is responsible for delivering growth of Life Insurance and Segregated Fund sales portfolios in partnership with a dedicated geography of retail branches. Specifically, the Mobile Insurance & Investment Specialist will be responsible for Identifying and capturing new and additional business opportunities through proactively reaching out to customers with renewing policies and life changing events. You will also be responsible for generating additional sales and revenue in the areas of term life insurance, critical illness Insurance and assisting Financial Planners/Advisors in the analysis, proposal, and closing of new Segregated Fund business while supporting and delivering an exceptional Customer Experience through the ongoing maintenance of existing life insurance and Segregated Fund portfolios. What else will you get to do every day? Effectively communicate to both internal (Mobile Insurance & Estate Specialists, Financial Planners/Advisors, etc.) and external customers. Demonstrate commitment by actively contributing support and participation in new corporate initiatives. In conjunction with the Manager, Member Services, the Regional Managers and the Investment teams be actively involved in the community the branch services to foster the image and reputation of Coast Capital Savings. Ensure premium customer service is fulfilled. Establish and maintain strong customer relationships. Dynamically and visibly work collaboratively with as well as provide coaching, training and mentorship to Manager, Member Services, Regional Managers, Planners/Advisors, Relationship Managers, and Member Banking Specialists. Work with branch management team and Planners/Advisors to integrate the efforts and activities of Investment activities. Encourage and provide cross-sharing of knowledge, on-the job applications and experience among team members and between teams. Ensure all processes are in adherence with regulatory and compliance requirements. Be accountable for accurate and complete documentation of all business and customer transactions. Demonstrate discipline in record keeping, sales tracking, CRM notes. Complete educational requirements necessary to maintain all required licensing (ie C.E. Credits). Maintain current relationships as well as mine those relationships for new customer referral opportunities. Fulfill high quality insurance and investment advice and services to customers. Provide a partial range of risk management products including term life insurance and critical illness insurance. Fulfil all new account openings, maintenance, and administration Segregated Fund portfolios in cooperation with the Financial Planner/Advisor. Reactively provide information on external and internal inquiries in regard to segregated funds. Reactively provide service for in force Life, Critical Illness, and Disability Policies. This could be remote communication or in person. Proactively contact customers by phone whose term policies are eligible for conversion / renewal. Success will be measured by appointments booked and completed (with no cancellations) by the Mobile Insurance & Estate Specialists as well as term life and critical illness policies that are within guidelines. Proactively contact our segregated fund customers as required for effective maintenance with a view to grow the portfolio. Upon request, meet with customers and Financial Planners to provide Segregated Fund solutions as per customers' financial planning needs as out lined by the Financial Planner. Manage the relationship building process to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships. Must be mobile. Able to meet with customers outside regular office environment, and on occasion, outside regular business hours. Look for opportunities to refer additional insurance products as well as refer to our other business partners (i.e. banking) Who are we looking for? Life Licensed (LLQP) Solid proficiency with mutual fund, segregated funds and life insurance products and administration Proficient understanding of credit products and services in order to identify opportunities and make quality referrals. Proficiency in sales process and producing results. Working knowledge of Coast Capital Investment Services computer systems including but not limited to: CRM, Microsoft Outlook, Word and Excel, and EMWS software. Up to date knowledge of product lines and services offered by CCS' Investment Services staff. Ability to contribute well to a positive team environment by working efficiently, professionally and in a friendly manner. Ability to effectively build and deepen productive customer relationships Ability to deal effectively and promptly with customer complaints or concerns Excellent organizational skills with orientation to detail and large volumes of work Comfortable in exploring and capturing customer needs and referring sales opportunities Willingness to work as a team and with other departments when required 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.

Job SummaryJob 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, credit, and investment needs. 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-haveMutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)Demonstrated 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.)Availabilityto workall open business hours Nice-to-haveTrack record in building rapport and maintaining client relationships within the financial or service industryWhats 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 SkillsAdvice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, 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:2024-03-13Application Deadline:2024-06-26Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.What will you do?Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clientsCommunicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contactUse your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and businessProvide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstancesChampion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.Make good use of technology to connect with clients both virtually and face to faceImplement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local communityCollaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert adviceWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)Quebec Completed Certificate of Achievement Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance Quebec, Investment and Taxation Fundamentals Quebec, Insurance and Retirement Quebec)2-3 years of proven sales experience in the financial services industry, handling credit and investmentsDemonstrated ability to build trust and maintain long-term client relationshipsDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Nice-to-haveSecond language skillActive in developing a solid network in the local communityWhats 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.Career development and top-notch sales coaching to take your career to the next levelCompetitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.Job SkillsAdvice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job DetailsAddress:707 FORT ST:VICTORIACity:VICTORIACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-05-08Application Deadline:2024-05-22Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 05/30/2024Address: 1225 Douglas StreetJob Family Group:Retail Banking Sales & ServiceFluency in English and Mandarin (strongly favorable)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.Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and 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.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.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).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.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping 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.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$35,000.00 - $52,000.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 05/30/2024 Address: 1225 Douglas Street Job Family Group: Retail Banking Sales & Service Fluency in English and Mandarin (strongly favorable) 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. Collaborates with BMO partners to identify referral opportunities that further grow the customers relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and 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. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. 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). 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 complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping 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. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $35,000.00 - $52,000.00 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.

Lieu de travail:Victoria, Colombie-Britannique, CanadaHoraire:37.5Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.Description du poste:Assist customers with their day to day banking needs and provide them with suitable financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a customer centric experience. The role will act as a service provider and a first level financial consultant. It acts as a primary coordinator and primary point of contact for customer inquiries within the lobby area and guiding them to the proper destination for the appropriate resolution of their banking needs.KEY ACCOUNTABILITIESCUSTOMERCreate an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experienceAct as the premier lobby leadership branch representative, by greeting and engaging customers in a range of advice, service, educational, digital, and informational conversationsUse ability to discover and advise on meeting/exceeding customer needs by asking curious questionsTrain and educate customers on mobile, ATM, and online banking, as well as building customer-centric confidence with digital and emerging banking trendsEducate and promote TD Bank products and services which align to customer needs, with specific focus on Everyday Banking products (e.g., chequing, savings, credit cards, etc.) as well as personal unsecured lendingPoint of contact for all customer problems, ensuring concerns are handled appropriately and within a timely fashion, escalating where necessaryAssist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelinesSupport the frontline with transactions, both cash and non-cash, as scheduledSHAREHOLDERContribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growthPromote full suite of products, advice, services and banking capabilitiesUnderstand and apply operating policies and proceduresContribute to business objectives for Operational ExcellenceSupport the timely and accurate completion of business processes and proceduresEscalate non-standard or high-risk transactions / activities as necessaryEnsure documentation that is prepared / completed is accurate and properly reflects customer / business intentions and is consistent with relevant rules / regulationsSupport and participate in process improvement opportunitiesEnsure necessary due diligence to support the accuracy of all customer transactions / activitiesBe knowledgeable of and comply with Bank Code of ConductEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContribute to a fair, positive and equitable environment that supports a diverse workforceAct as a brand ambassador for your business area/function and the bank, both internally and/or externallyBREADTH & DEPTHRequires developed knowledge and skills to offer service and advice for a range of product and servicesRequires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity / riskProvides recommendations and guidance to customers and / or internal partnersProvides solutions to problems in customer situations that are atypical or infrequent, or not covered by stated processesEvaluates issues, errors and problems based on practices and existing precedents or proceduresUnderstands how the customer or advice team integrates with others to accomplish team objectivesImpacts the quality, timeliness and effectiveness of the advice team or services provided to customersSuggests improvements to work practices and advice or customer service processes to achieve results or improve efficiency of the sales Explains detailed and/or complicated information within the team; builds working relationships with customers and related teamsRequires full proficiency gained through job related training to perform a range of activitiesGenerally reports to an Assistant Branch Manager or Branch ManagerEXPERIENCE & EDUCATIONHigh School diploma and/or1+ years of relevant experiencePost-Secondary or Undergraduate degree (in related field) preferredÀ propos de nous :La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues. La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle. En parallèle de l’évolution de nos activités et de notre stratégie, nous innovons afin d’améliorer l’expérience client et de créer des capacités pour façonner l’avenir des services bancaires. Que vous ayez plusieurs années d’expérience dans le secteur bancaire ou que vous commenciez tout juste votre carrière dans le domaine des services financiers, nous pouvons vous aider à réaliser votre plein potentiel. Vous pourrez compter sur nos programmes de formation et de mentorat et sur des conversations sur le perfectionnement et le leadership pour réaliser votre plein potentiel et atteindre vos objectifs. Notre croissance en tant qu’entreprise rime avec la vôtre. Notre programme de rémunération globaleNotre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance. En savoir plusRenseignements supplémentaires :Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.Perfectionnement des collègues Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs. Formation et intégrationNous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.Processus d’entrevue Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.Mesures d’adaptationL’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.Nous avons hâte d’avoir de vos nouvelles!Exigences linguistiques:N/A.

Posting Title BAND 3 - Manager, Learning and Organizational Development Position Classification Band 3 Union N/A Work Options Hybrid Location Victoria, BC V9B 6X2 CA (Primary)Salary Range $86,200.00 - $122,100.01 annually Close Date 5/28/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Office of the Auditor General Ministry Branch / Division Critical Audit Support Services Job Summary Manager, Financial Audit and Related Services Classification: Band 3 Salary: $86,200.00 - $122,100.01 annually Job Type: Regular Full-Time Location: Hybrid, Victoria, B.C.An eligibility list may be established for future vacancies.Do you want to be part of a challenging and rewarding work community?The Office of the Auditor General of B.C. (OAG) is an independent office of the legislature that contributes to excellence in effective and accountable government. We offer opportunities for career growth, an excellent compensation package, and flexible working arrangements.Our office promotes trust, cooperation, and teamwork in a diverse, inclusive, and respectful environment. We are committed to creating and reinforcing diversity, equity, inclusion, and psychological safety - creating a safe environment where everyone feels they belong and are encouraged to bring their whole selves to work. We support each other, celebrate our successes, and encourage a healthy work-life balance for everyone. Our staff events are socially, physically, and emotionally nourishing - with lots of great food - and fun!Interested in growing your career? We offer support for your professional development and education and reimbursement of your professional dues. Other benefits include:- Extended health benefits; - Policies and benefits to support your personal and family needs; - Public service pension; - Life insurance; and - Confidential employee and family assistance program.Our downtown Victoria location supports collaboration and includes a gym, indoor bike storage, and decks with views of the beautiful Inner Harbour.About the RoleUnder the supervision of the Executive Director, the Manager, Learning and Organization Development, is responsible for leading HR projects, organization-wide programs, engagement initiatives, learning and leadership development programs, change management, and HR data analytics. This position also provides human resource advice to supervisors, managers and employees regarding employee relations, performance management, development, and retention. This role will require an individual who can thrive in a fast-paced environment, appreciates autonomy, is self-directed and committed to continual career growth.Accountabilities • Partners with executives and senior leaders to determine organization development needs and opportunities, facilitate change, and increase organizational effectiveness. • Develops proactive and innovative HR and organization development solutions to support medium and long-term portfolio and branch client business and work environment needs, ensuring alignment with OAG corporate plans, priorities and goals. • Works closely with the learning and development committee to identify strategic priorities and recommend options for learning and development programs, projects and initiatives. • Working with the learning and development committee, conducts learning needs assessments to define learning and development priorities and builds curriculum framework for portfolios. • Consults with the Professional Practices team and portfolio subject matter experts regarding adult learning strategies and design to support their technical program design and development. • Leads the planning, development and implementation of a variety of human resource strategies and initiatives, such as strategic workforce planning, workforce engagement and learning, and leadership development. Monitors and reports on progress and celebrates achievements. • Ensures all curricula is effectively published on the Learning Management System (LMS), and that the content is periodically curated. • Works closely with developers to oversee aspects of the system updates, troubleshooting, and user access to the LMS. • Manage the integration of the internal LMS to ensure seamless access to training resources and modules. • Work closely with IT specialists to gain insights into LMS system functionalities and challenges and use information to enhance the tool. • Working with the learning and development committee, identifies the leadership development needs of client portfolios and leads the development and implementation of leadership development programs, establishing measures of success and strategies to evaluate results. • Acts as an organizational resource for supervisory and leadership development, team building, coaching, and other organization development initiatives tailored to client needs. • Provides expert advice, high level process reviews, organization reviews, analyses, and recommendations followed by implementation support, including visioning and strategic planning, strategic organization design and other solutions. • Oversees the development and continual improvement of a robust framework of HR data analytics, including dashboards and monthly/quarterly/annual reports. • Analyzes and assesses productivity, work environment and wellness factors to develop long-term action plans to implement improved organizational performance strategies to support culture goals. • Provides expert advice, guidance, support and coaching to OAG executives and staff relating to complex and diverse issues, including new and existing human resources policy, legislation and other strategic priorities. • Anticipates, identifies, monitors, and researches highly confidential and sensitive issues and provides strategies, coaching or consultation to managers, directors and executive directors. • Leads high-level and/or complex projects for an assigned group of strategic HR projects or programs. Project scope can be branch, portfolio or organization-wide. • Develops communication strategies and oversees the development of action plans to ensure OAG staff are aware of human resource policies, programs and initiatives, and that they can access human resource/organization development services in a timely and effective manner. • Develops evaluation tools and conducts ongoing evaluations of human resource initiatives to ensure results meet expectations and provide a good return on investment. • Represents the OAG on broader government committees, audit association committees or independent office committees, and participates in cross-organizational projects. • Ensures that contracted resources adhere to formally developed training standards and contract deliverables. • Determines and manages human and financial resources, agreements and contracts required to deliver human resource programs. • Provides direct supervision, coaching and mentoring of 1 FTE.Knowledge, Skills and Abilities • Demonstrated knowledge and skills in a wide range of strategic human resource practices, such as organization development, change management, succession management, organizational design, strategic workforce planning, employee relations, coaching and learning and leadership development - all with application in a public sector context. • Demonstrated technical knowledge and skill developing/managing learning management systems. • Proficient at utilizing human resources software (e.g., talent management software, familiarity with payroll software such as Peoplesoft, and other human resources data analysis tools). • Advanced Excel skills including the ability to produce various tables, graphs and use formulas to analyze data • Ability to analyse issues and opportunities through a systems perspective. • Ability to design and facilitate planning, dialogue, decision making and team-building sessions. • Demonstrated ability to set priorities and manage multiple projects to tight deadlines and produce quality products in a timely manner. • Ability to build and maintain effective working relationships with individuals at all levels of the organization. • Strong working knowledge of operational human resources. • Ability to analyze complex trends and HR data, identify issues and propose effective responses/strategies. • Knowledge of current and emerging best SHR/organization development practices, policies and trends. • Ability to work with minimal supervision and to exercise considerable judgment in the performance of duties and in the establishment of priorities and also contribute in an environment of teamwork to collaboratively meet team objectives. • Ability to discretely and professionally deal with sensitive issues while maintaining strict confidentiality. • Ability to be flexible, work in a time-sensitive, highly responsive environment with shifting deadlines and priorities. • Excellent written and oral communication, presentation/facilitation and inter-personal skills. • Excellent analytical, problem solving, judgment, leadership, coaching, persuasion and consensus-building abilities. • Ability to research, prepare and present a variety of reports and presentations.Job Requirements • Bachelor's degree in human resource management, business or public administration, organizational psychology, leadership, communications or related field. • Minimum of five years progressive experience in a human resources management role. Must include at least three years of experience: o providing strategic human resources advice and expertise to senior managers and executives in a client-centered model; o leading organization development and change initiatives; o developing and implementing adult learning strategies and curriculum; and o developing and implementing strategic human resources/organizational development projects/initiatives/programs. • Minimum of three years of demonstrated experience in a senior advisory or management role providing program or project advice to executives and senior managers. • Experience in project management. • Minimum of three years coaching, supervising and providing direction to HR employees. • An equivalent combination of education and experience may be considered.Preferences • Myers-Briggs Type Indicator (MBTI), Lumina, or Insights Certification and experience delivering interpretation sessions and learning programs in support of the instrument. • Leadership Circle 360 Certification and experience delivering interpretation sessions and learning programs in support of the instrument. • Chartered Professional in Human Resources (CPHR) designation. • Experience leading the development and maintenance of an HR data analytics framework. • Experience developing workforce plans in the public sector. • Experience in strategic human resources at a management level in the public sector.Conditions • Must be eligible to work in Canada (Permanent Resident or Canadian Citizenship). • Successful completion of security screening requirements of the B.C. public service, which may include a criminal record check, and/or Criminal Records Review Act check, and/or enhanced screening checks as required. • Be flexible regarding ongoing changes in responsibilities, assignments, and corporate structures. • We support a flexible hybrid work environment. However, you must be able to work in the office when required by your supervisor.Please see the attached job profile for a full description of the accountabilities and required qualifications.To be considered for this role candidates must submit a resume with the months and years at each position to [email protected] .Your resume must include whether or not you are eligible to work in Canada, and whether or not this is temporary. Failure to provide all the requested documents will result in your application being unsuccessful.Applications will be accepted from Wednesday, May 15, 2024 until Tuesday, May 28, 2024.We encourage candidates of all backgrounds and all abilities to apply. We invite candidates to ask for help if they need accommodations for the job application process.For more information, please contact [email protected] .Job Category Leadership and Management