Total 26 finance banking insurance job vacancies in bay avenue

Address:

Promotes and sells BMO Assurance life insurance products by contacting prospects by phone and supporting inbound calls. Drives sales growth and meets individual targets. Delivers the desired client experience to customers and prospects.

• Accelerates premium growth by maximizing opportunities with all clients to enhance cross-selling sales activities, referrals and client retention.
• Follows authorized processes and procedures used in the course of conducting business activities.
• Manages complex cases & high end sales.
• Provides superior client experience and service.
• 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.
• Applies for and/or maintains life insurance and accident & sickness insurance licenses; satisfies Continuing Education and Errors and Omissions Insurance requirements, as directed.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders and ensures alignment.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Provide answers to technical questions regarding life insurance necessary for the licensed agents to perform their duties.
• Ensures the timely development of program scripting, objection handling and training.
• Ensures all legal and compliance issues related to sales are met.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Supports the achievement of the business plan.
• Supports the delivery of the desired client experience to enhance business opportunities.
• Collaborates effectively with internal stakeholders to build capability and drive business growth.
• Adheres to all legal and compliance requirements in the course of conducting business activities.
• Completes necessary administrative functions, as assigned (sales reports, follow up on pending business, etc.).
• 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.
• Bilingualism French and English
• Life License Qualification Program (LLQP)
• Experience in life-insurance selli
• Working knowledge of life insurance products; life insurance product application; life insurance law, compliance and regulations.
• 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.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

The 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 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. 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.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As an Executive Assistant, you will manage the day-to-day administrative activities for the Commercial Banking (Prairies and Ontario) and Mid-Market Investment Banking teams. Responsibilities also include ongoing administrative management of the departments, providing support to the teams, and ensuring timely and effective delivery of services and assigned projects.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

• Calendar Management - Maintain and monitor the executive’s calendar of scheduled appointments, upcoming events and matters requiring immediate attention. Coordinate agendas, and send meeting invitations and agendas to attendees, book meeting rooms and arrange for IT resources and refreshments in support of a smooth and efficient meeting facilitation.
• Travel Arrangement & Expense Reporting - Arrange travel arrangements and maintain travel expense account including expense submissions on behalf of the Executives. Arranges group travel as necessary. Monitor and track all department invoices and expenses including contracts; process expense reports/invoices and update financial reports when required.
• Professional Support - Prepare standard correspondence, minutes, reports and presentations frequently of a confidential, strategic and/or specialized nature ensuring completed material is produced in a timely manner. Assist with the preparation of presentations and management reporting. Coordinate leadership team meetings including sending out invites and agenda, keeping and sharing minutes and compiling presentation materials. Input client/deal data into Salesforce.
• Administrative Duties - Provide ongoing administrative support such as; assisting with onboarding/off boarding activities for new and departing employees which include processing requests for technology requirements, business cards, corporate cards, expense and travel profiles, etc. As required, put together decks for any team or annual events, under guidance of the executives and their directs. Act as delegate for executives and their directs, as required, for Workday transactions

Who you are

• You’re an experienced administrative professional. You have at least 3-5 years of experience as an Executive Assistant in a highly professional, confidential and fast-paced environment.
• You’re a strong communicator. You have excellent verbal and written communications and interpersonal skills to interact with a wide range of individuals in a wide range of situations, which usually requires tact, diplomacy, and discretion.
• You’re digitally proficient. You have strong command of MS Office suite including Word, Excel, PowerPoint, and Outlook, and are proficient with Salesforce, or similar database.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Employment Type

Weekly Hours

Skills

Address:

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.

The 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 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. 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.

Address:

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

The 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 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. 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.

Company :

Job Description : 

JOB SUMMARY

This job supports the organization through establishing new financial processes, providing complex financial modeling for new business strategies and providing advisory services to business leaders as they evaluate opportunities for strategic investments and capital planning.  This job will help internal customers throughout the family of companies to assess viability of strategies, evaluate financial results and risks to performance and establish new financial processes to support an evolving business.

ESSENTIAL RESPONSIBILITIES

• Establish and maintain strong working relationships with customers of all levels, and interact on a regular basis with business leaders and senior leadership through the company and its subsidiaries.
• Project Execution and Reporting: includes executing project efficiently and effectively and ensuring that all agreed-upon customer deliverables are produced in an efficient and effective manner and meet or exceed customer expectations.  Will be required to work independently and directly with customer management (likely engaging directly with leadership) and ensuring that a cross functional / divisional view is provided in the context of the work. 
• Project Execution and Reporting: will report periodically on the status of the project and identify corrective actions if need to course correct and ensure potentially changing expectations are managed.  Consistent communication with department leadership and customer leadership will be required to report status, identify risks to projection deliverables and provide advice on areas of potential options to still accomplish business objectives.  Will direct employees from other departments to accomplish project goals and will review progress of team members, provide quality control of deliverables and provide relevant feedback as necessary.
• Project Initiation and Planning: includes identification of potential customer needs and services, gathering a detailed understanding of the business objectives, collaborating with the business owners to gain acceptance and approval of support to be provided and deliverables to be provided at the end of the project.
• Other duties as assigned or requested.

EDUCATION

Required

• Bachelor's Degree in Business Administration/Management, Finance, Accounting, or related field, or relevant experience and/or education as determined by the company in lieu of bachelor's degree. 

Preferred

• Master’s Degree in Business Administration/Management, Finance, Accounting, or related field

EXPERIENCE

Minimum

• 5 years of experience in a financial role within an organization
• 3 years of experience presenting financial results to executive audiences
• 3 years of experience in project oriented roles and managing indirect resources

Preferred

• Advanced business / financial knowledge of payor or provider
• Experience in people management
• 2 years of management experience

SKILLS

• Strong written and oral communications skills, including presentation skills
• Strong relationship building skills
• Client focused with strong financial and business process acumen
• Self-starter with the ability to work under pressure independently and as part of a team
• Ability to problem solve, think strategically, and act proactively in periods of ambiguity to create trust and confidence with leadership and customers
• Advanced knowledge of financial processes, modeling and business drivers will be required in order to visualize, articulate and advise the business in order to assess highly complex issues of an integrated delivery system and the economics of the system

CERTIFICATIONS/LICENSURE

Required

• None

Preferred

• CPA

TRAVEL REQUIREMENT

0 - 25%

LANGUAGE REQUIREMENT (other than English) 
None

PHYSICAL, MENTAL DEMANDS AND WORKING CONDITIONS
Position Type

Office-Based

Teaches/Trains others regularly

Frequently

Travels regularly from the office to various work sites or from site-to-site Frequently

Works primarily out-of-the office selling products/services (Sales employees) Does Not Apply

Physical Work Site Required  

No

Lifting: up to 10 pounds   

Does Not Apply

Lifting: 10 to 25 pounds

 Does Not Apply

Lifting: 25 to 50 pounds  

Does Not Apply

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement: This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements. 

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability. 

EEO is The Law

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity (https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf)

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number below.

For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Address:

IFIC or CSC must be completed

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.

We’re 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. 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.

Address:

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

We’re 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. 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.

The Mid-Corp Relationship Manager is a strategic professional with experience in Banking Product sales, Credit/Financial risk management with market-relevant experience. *This position is based in Montreal*. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Responsibilities:

• Originates prospect lists and drives closure of new Lending and Cash Management relationships for portfolio book building
• Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
• Introduces solutions to clients in building and strengthening an effective portfolio;
• Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs
• Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
• Identifies cross-sell opportunities to deepen and increase share of wallet;
• Maximizes client experience by proactive sharing markets updates, trend and intelligence
• Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
• Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
• Networks with clients to identify avenues for new business opportunities;
• Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 10+ years of experience
• Bilingual (French and English). English proficiency is required as Citibank is looking to establish this business line (Commercial banking) in Montreal, and therefore no existing team may be leveraged to interface with Citi teams globally
• Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
• Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions
• Demonstrates an expert level of Early Warning Detection skills
• Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process
• Demonstrates advanced Citi’s credit-process and credit-appetite knowledge
• Ability to work effectively in team setting
• Ability to coordinate multi-functional teams to provide an exceptional client experience.
• Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
• Ability to work under pressure while making sound decisions
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
• Accountable for significant direct business results or authoritative advice regarding the operations of the business.
• A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
• Able to quickly adapt priorities based on the latest data insights

Education:

• Bachelor’s/University degree, Masters degree preferred. CFA an asset.

Gestion des relation Banque commercial, Vice-Président sénior (Montréal)

Description de poste

Le gestionnaire des relations avec les entreprises de taille moyenne est un professionnel stratégique qui possède de l’expérience dans les ventes de produits bancaires, la gestion du risque de crédit et du risque financier ainsi qu’une expérience pertinente du marché. *Ce poste est situé à Montréal*. D’excellentes aptitudes en communication sont requises pour négocier à l’interne, souvent à un niveau supérieur. Des habiletés développées en communication et en diplomatie sont requises afin de guider, influencer et convaincre les autres, notamment les collègues dans d’autres domaines et les clients externes occasionnels. Il est responsable des résultats opérationnels directs importants ou des conseils faisant autorité concernant les activités de l’entreprise. Ce poste exige un certain degré de responsabilité à l’égard de la stratégie technique. Principalement une sous-fonction. Le titulaire du poste est responsable de la gestion du personnel, incluant la gestion des ressources et de la répartition du travail au sein de l’équipe/projet.

Responsabilités :

• Établir des listes de clients potentiels et conclure de nouvelles relations de gestion de prêt et de trésorerie pour la constitution de portefeuilles;
• Inviter les clients à approfondir leurs relations et, de façon proactive, à posséder, à répondre, à découvrir et à anticiper les besoins, les obstacles, les attentes et les risques futurs;
• Présenter des solutions aux clients pour bâtir et renforcer un portefeuille efficace;
• Collaborer avec des spécialistes des produits et des spécialistes sur le sujet concerné afin de structurer des solutions innovatrices et personnalisées qui répondent aux besoins individuels des clients;
• Travailler en étroite collaboration avec le gestionnaire de cas à l’intégration et à la fidélisation des clients, en veillant à ce que les livrables appropriés « Connaissez votre client » (KYC) et les autres livrables de conformité soient respectés;
• Identifier les opportunités de ventes croisées pour approfondir et augmenter la part de portefeuille;
• Maximiser l’expérience client en partageant de façon proactive les mises à jour sur les marchés, les tendances et les renseignements;
• Stimuler l’innovation dans les solutions que nous offrons à nos clients et poursuivre le développement de nos activités lorsque nécessaire et approprié;
• Mettre en œuvre des initiatives stratégiques lancées au niveau central à tous les niveaux (groupe, banque, marché commercial et BEI);
• Réseauter avec les clients afin de repérer les nouvelles occasions d’affaires potentielles;
• Administrer la relation de crédit du client, coordonner et superviser l’ensemble du processus, s’assurer de l’application adéquate des politiques et des processus institutionnels;
• S’assurer en tout temps de la conformité aux exigences réglementaires et aux politiques et lignes directrices de Citi;
• Évaluer adéquatement le risque lorsque des décisions d’affaires sont prises, en tenant compte particulièrement de la réputation de l’entreprise et en protégeant Citigroup, ses clients et ses actifs, en respectant les lois, les règles et les règlements applicables, en adhérant à la Politique, en faisant preuve d’un bon jugement éthique en ce qui concerne le comportement personnel, la conduite et les pratiques commerciales, et en relevant, en gérant et en signalant les problèmes de contrôle avec transparence.

Compétences :

• Avoir plus de 10 années d’expérience
• Être bilingue (français et anglais).  La maitrise de l’anglais est requise comme Citi cherche à mettre en place cette ligne d’affaire (banque commerciale) à Montréal.  Il n’y a donc présentement pas ’'équipe en place dont les membres pourraient interagir avec leurs collègues anglophones à l’échelle globale.
• Avoir une connaissance approfondie des processus et des produits bancaires et d’investissement, ainsi que des conseils et des solutions bancaires et financiers judicieux que nous offrons à nos clients
• Démontrer des compétences en crédit de niveau intermédiaire à avancé; en structure d’opérations plus complexes, y compris des opérations mondiales
• Démontrer un niveau d’expertise en détection rapide
• Démontrer des compétences spécialisées en matière de crédit; est capable de structurer toutes les opérations de crédit et de guider le personnel tout au long du processus d’approbation des opérations de crédit
• Démontrer une connaissance approfondie des processus de crédit et de l’attrait de crédit de Citi
• Avoir la capacité de travailler efficacement en équipe
• Avoir la capacité de coordonner des équipes multifonctionnelles pour offrir une expérience client exceptionnelle
• Détenir d’excellentes habiletés en relations interpersonnelles, en communication et en influence (p. ex., négociation, consultation, leadership)
• Avoir la capacité de travailler sous pression tout en prenant de bonnes décisions
• Être hautement concentré, capable de cerner rapidement les priorités clés, de communiquer clairement les priorités
• Être responsable des résultats opérationnels directs importants ou des conseils faisant autorité concernant les activités de l’entreprise.
• Avoir une approche proactive visant à renforcer les relations d’affaires avec les clients, offrir une expérience client simple, sécuritaire et transparente
• Avoir la capacité d’adopter les nouvelles technologies et de comprendre le rôle du numérique dans l’expérience que nous offrons à nos clients
• Avoir la capacité d’ajuster rapidement les priorités en fonction des données les plus récentes

Éducation :

• Baccalauréat/diplôme universitaire, maîtrise préférée. Le titre de CFA est un atout.

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

In this role you will provide leadership in improving the overall control environment within CIBC. You will act as individual contributor or lead multi-skilled audit teams on large and/or complex audits within the Bank’s Personal and Business Banking strategic business unit. In addition, you will identify business controls & design audit steps and perform testing of these key controls. You will also provide an independent opinion on the design and effectiveness of operational and management controls in accordance with industry best practices and develop and maintain strong relationships with business partners.

At CIBC we enable the work environment most optimal for you to thrive in your role.  You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How you’ll succeed 

• Audit planning and execution - While you will contribute to developing the division’s risk-focused annual audit plan, your main focus will be planning and managing the execution of audits or large or complex businesses by identifying and fully understanding the key business processes and their inherent risk, the control environment, both at the management or operational levels, and the potential residual risks

• Audit reporting - You will drive the reporting component of the audit. Identify significant business control weaknesses, and objectively assess the severity and materiality of the issues and their potential impact on the business and to the CIBC Group of Companies while presenting them in a clear, concise and professional way

• People and assignment leadership - You will coach your team members on their developmental needs and provide leadership during individual assignments as well as team opportunities

Who you are 

• You can demonstrate experience in having a comprehensive knowledge of auditing practices and accounting principles and processes, and strong knowledge with a focus on retail banking and the related regulatory environment in Canada

• You’re a certified professional. Typically this knowledge is acquired through obtaining an auditing or accounting designation (e.g., CA, CMA, CGA, CPA, ACCA), a business degree (e.g., MBA), in addition to business experience either in the banking or financial services industry or internal / external audit assurance and consulting services

• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making

• You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity

• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Employment Type

Weekly Hours

Skills

Key Responsibilities:

• Sales reports - work closely with APAC commercial team to ensure the accuracy of Retail / Net sales reports.

• Expense – manage all expenses, ensure the expenses are within budget.

• Budgeting and forecasting – collaborate with commercial and marketing teams to gather information and prepare data to develop budgets and forecasts. Perform analysis to explain variances.

• Business case - feasibility studies and simulation analysis of new shops opening.

• Trackers update – work closely with APAC accounting share service team to update each tracker.

• Work collaboratively with various stakeholders to seek feedback, explore opportunities, create value, develop, and enhance the process etc.
• Other duties as assigned.

Reporting Relationships:

• This role reports to the FP&A Manager APAC in Hong Kong.

Key Selection Criteria:

• Bachelor's degree holder or equivalent, with a major in Accountancy or related disciplines
• More than 3 years of working experience in FMCG or retail industry.
• Detail-oriented, proactive, and able to work under pressure to meet tight deadlines.
• Strong analytical and communication skills
• Excellent skills in MS Office Excel, PowerPoint
• Good teamwork spirit and proactive working attitude
• Good business acumen
• Good communication and influencing skills.
• Good teamwork spirit and proactive working attitude.

This is a great opportunity for someone who aims to further his/her strong accounting experience and exposure to a multinational food manufacturing/production company.

Company Profile:

Our client was established in 2005 with the acquisition of 6 flour mills across Indonesia, Malaysia and Vietnam. Since then the business has expanded with the purchase of flour mills in Indonesia and Vietnam and the construction of a new flour mill in the Philippines. They are a leading flour miller in the Southeast Asian region with 9 flour mills operating in Indonesia, Malaysia, Vietnam and Philippines with a total wheat milling capacity of 6,870 metric tonnes per day and capable of supplying approximately 1.8 million metric tonnes of flour per annum to the growing South-East Asian market. Alongside flour, they have diversified into malt production and extended its business along the supply chain with grain storage and port services.

Their head office in Singapore coordinates bulk grain purchases and shipping logistics from sources around the globe, ensuring that the best quality grain is purchased and supplied to their mills.

With 9 flour mills strategically located throughout Southeast Asia, they can provide just-in-time flour and malt deliveries to domestic markets as well as a wide range of export destinations.

Overall purpose and responsibilities of the role:

You will be primarily responsible in handling general accounting, month-end closing, bookkeeping, and in ensuring the accuracy of accounts payable transactions. You will also supervise 2 accounts payable associates.

Duties and Responsibilities:

• Lead the monthly closing of books in SAP and other financial/management platforms in use;
• Oversee, coordinate SAP operations relating to revenue recognition, fixed asset and depreciation management, account revaluation (e.g. forex, commodity MTM, etc.)
• Responsible for and involved in accounting and administrative tasks relating to the general ledger function, including, but not limited to the:
• Review of all batch-processed transactions to ensure proper processing is observed;
• Ensuring completeness, correctness, and approval of journal entries and the timely input of such entries into the ERP;
• Monitoring and following through on any open items requiring related entries in a subsequent month(s);
• Reviewing for completeness and reconcile subsidiary schedules against GL balances of accounts (e.g. accruals, pre-payments, deposits, receivables, payables, intercompany accounts, etc.) and coordinate with staff in charge or respective accounts;
• Generation of monthly Profit and Loss, Balance Sheet, Cash Flow Statement and other reports and schedules;
• In close coordination with the Accounts Payable, Accounts Receivables, Cost Accounting and Treasury sections, coordination of a monthly variance analysis for Balance Sheet and Profit and Loss accounts;
• Arranging the month-end review of financial reports. Summarize (a) key points for the month, (b) open items for subsequent monitoring and resolution.
• Liaising with external and auditors, in terms of the (a) timely submission of audit schedules and requirements, and (b) following through on the implementation of recommendations relating to internal control compliance and related issues raised in audits;
• Maintenance and, when needed, improvement of the filing system for financial information, records and documents to ensure completeness and ease of retrieval.
• Relating to the compliance with tax requirements, including but not limited to:
• Preparation of periodic reports (i.e. VAT and other) and supporting schedules;
• Preparation of schedules, reports and other documentary requirements raised in tax, financial and other audits.
• Perform designated tasks in periodic finance and accounting processes, i.e. month-end and year-end close activities;
• Prepare schedules, analysis and other requirements as necessitated by audits and compliance mandates, e.g. financial, tax and other regulatory audits, regulatory filings, accrediting agency audits, customer audits, etc.;
• Provide back-up support, where needed, to ensure SAP activities are uninterrupted;
• Perform tasks as required to support the Finance Department and other tasks as may be assigned.

Must-have Skills / Qualifications:

We are looking for someone who has relevant finance and accounting experience working in a manufacturing environment. Ideally, with minimum of:

• 8-10 years of experience in Finance and/or accounting work;
• 2 years of experience in entity financial reporting and/or budget work in a manufacturing setting;
• 2 years of accounting supervision experience or similar capacity; and
• 2 years of SAP experience

Key Skills:

• Working knowledge of SAP. Similar knowledge of other ERP systems would be considered;
• Computer proficiency, particularly in the use of MS Office suite;
• Working knowledge of Philippine Financial Reporting Standards (PFRS);
• Working knowledge of Philippine tax laws, regulations and other issuance;
• Solid understanding of GAAP and IFRS in terms of definitions, requirements, practices, etc.;
• Keen understanding of and ability to manage internal controls;

Key Competencies:

• Attention to details, dependable organization skills, and capable of executing and improving procedures and processes;
• Strong analytical skills with penchant for accuracy, precision and clarity;
• Time management skills to manage both individual and team workload, complemented by the ability to prioritize and multi-task;
• In working within the team and across sections and departments;
• Communication skills, both written and oral, with internal and external counterparts.

Other preferred trainings:

• PFRS and taxation updating seminars and the like, would be an advantage.

Working hours: Monday-Friday, 8am-5pm

Location: Onsite - Subic Bay Freeport zone

Industry: Food

Expertise: Accounting