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Application Deadline:
Address:
33 Dundas Street WestJob Family Group:
This is a 2 year contract opportunity (Remote opportunity)
Bilingual verbal and written communication skills required
(2 Year Contract)
The Bilingual (French & English) Specialist, Loan Quality Control will support mortgage quality review to verify vendor's underwriting practice following BMO’s requirements.
Underwriting experience of residential mortgages are highly preferred:
Executes work and audit files to ensure timely, accurate, and efficient service delivery.
Ensures consistent, high-quality practices/work and the achievement of business results in alignment with business/group strategies and with productivity goals.
Analyzes root causes of any errors discovered during underwriting to provide for effective communication and coaching.
Provides ongoing support to the continuous improvement process of the business unit.
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.
Underwriting experience of residential mortgages are highly preferred.
Bilingual skills will be considered an asset
Verbal & written communication skills (English & French) - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem-solving skills - In-depth.
Salary:
Pay Type:
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
About Us
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.
Application Deadline:
Address:
100 King Street WestJob Family Group:
BMO Financial Group is seeking a full-time lawyer to join the legal team in Toronto as Senior Litigation Counsel responsible for providing litigation-related support to BMO's Wealth Management lines of business.
You will deliver expert and experienced legal and regulatory advice to our Wealth Management businesses such as Nesbitt Burns Inc., BMO InvestorLine, BMO Life Assurance and BMO Private Investment Counsel, including by:
- instructing and managing external counsel in litigation, pre-litigation and regulatory enforcement proceedings
- directing and overseeing internal reviews and investigations
- making recommendations to senior leaders on escalated concerns and client complaints, litigation and regulatory matters, business strategy and new initiatives, based on an in-depth understanding of the business/group
- supporting internal stakeholders to achieve organizational goals while minimizing legal, regulatory and reputational risk
- exercising judgement on complex, confidential and sensitive matters
- identifying risks and recommending appropriate actions to mitigate them
- building effective relationships with internal/external stakeholders
- applying expertise and thinking creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
- broader work or accountabilities may be assigned as needed
Qualifications:
- Degree in law (LLB or JD) and license to practice law in Canada.
- 7+ years post Call to the Bar experience while in private practice, in-house or at a regulatory body.
- Experienced in and strong legal knowledge of civil litigation, including securities and regulatory litigation.
- Knowledge of the business and regulatory environment in which BMO Financial Group operates.
Skills:
- Strong judgment and analytical capability.
- Strong verbal and written communication skills.
- Excellent relationship management skills.
- Ability to work independently and in a team environment, especially cross-functional teams.
- Strong negotiation skills.
- Ability to manage ambiguity.
- Solution-oriented with strong ability to make things happen with pace.
Salary:
Pay Type:
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
About Us
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.
Application Deadline:
Address:
100 King Street WestJob Family Group:
Supports the execution of accurate and efficient reporting solutions for risk, regulatory and management information to internal and external stakeholders including regulatory bodies. Supports an efficient and effective risk management function which uses common information sources and practices, reduces ongoing costs, increases service level performance and minimizes risk.
- Acts as a trusted advisor to assigned business/group.
- Influences and negotiates to achieve business objectives.
- Recommends and implements solutions based on analysis of issues and implications for the business.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Researches existing or emerging requirements & related best practices to assist and develops recommendations for changes/enhancements.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Leads the development and maintenance of the risk reporting framework.
- Represents the risk reporting function during internal/external regulatory audits and/or examinations
- Ensures alignment between stakeholders.
- Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- May provide specialized support for other internal and external regulatory requirements.
- Provides input into the planning and implementation of ongoing operational programs in support risk reporting management framework.
- Leads/participates in the design, implementation and management of core business/group processes.
- Designs, develops, and implements reporting solutions to meet management and regulatory reporting requirements.
- Provides advice and guidance to assigned business/group on implementation of analytical and reporting solutions.
- Executes work to deliver timely, accurate, and efficient service for scheduled reporting production processes.
- Supports the maintenance, monitoring, and measurement of key risk indicators to internal & external stakeholders.
- Analyses data and information to provide risk-related insights and recommendations for the assigned portfolio e.g. capital at risk modeling, risk/return assessments, etc.
- Supports the interpretation of internal and external policies and regulatory requirements relevant to the analytics and reporting mandate e.g. regulatory reporting.
- Works with various data owners to discover and select available data sources from internal sources and external vendors (e.g. lending system, payment system, external credit rating system) to fulfill analytical needs.
- Ensures strong governance and effective controls across risk reporting activities and information in accordance with enterprise standards.
- Analyzes data and highlights significant information including variances, trends, opportunities and exposures; escalates as required.
- Provides information and supports the process for internal and external audits.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Supports the maintenance of operational procedures and processes related to analytical and reporting processes.
- Supports the development of tools and delivery of training focused on awareness and understanding of key data elements used in risk reporting.
- Participates in the design, implementation and management of core business processes to ensure the accuracy of risk data used in reporting.
- Organizes work information to ensure accuracy and completeness.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- In-depth knowledge of risk management metrics, KPIs and KRIs.
- In-depth knowledge of industry trends and regulatory requirements for risk reporting.
- In-depth product knowledge for the designated business/portfolio.
- In-depth knowledge of risk management theory, processes and portfolio management reporting techniques.
- In-depth knowledge of reporting & analytics concepts and applications.
- In-depth knowledge of risk systems technology.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
Salary:
Pay Type:
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
About Us
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.
Let's Build a better Tomorrow Together!
As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away!
What we offer
- Competitive salary
- Paid vacation/holidays/sicktime - Available from day 1
- Comprehensive benefits package including, medical, dental, and vision care - Available day one
- Extensive product and on the job/cross training opportunities With outstanding resources
- Encouraging and collaborative team environment
- Dedication to safety through our Zero Harm policy
- Check us out! https://youtu.be/rS3_3zSHb4Q
What you will do
Under minimal supervision, conducts preventive maintenance, repair, installation, and commissioning and general servicing of systems (including detailed troubleshooting of systems). Responsible for high levels of customer satisfaction through direct, on site, customer interface. With a high level of complete technical competence, mentors control technicians, service technicians and mechanical technicians on building automation activities. Properly completes required project and service documentation. Provide our customers with the highest level of service to solve building inefficiencies and resolve service-related items. As a trusted advisor to our customers, you will provide solutions and outcomes at the time of service
How you will do it
- Diagnoses and repairs complex control systems malfunctions requiring extensive knowledge of a variety of electronic or digital controls systems and ability to test and write modifications in multiple languages of systems software.
- Consults with the customer through data gathered and site assessments. Provides field proposals for retrofits, upgrades and or enhancements to existing equipment. Assists sales by providing technical recommendations for sales leads.
- Manages assigned work to meet professional and efficient execution of time and customer satisfaction. Reports problems or changes to management immediately. Interfaces with branch manager, service manager, service project manager or subcontractors on projects to coordinate activities as required ethically and professionally.
- Provides sketches of field changes and discrepancies for engineering corrections and drawings. May assist with job layouts and bid proposals.
- Communicates with customers upon arrival and before leaving the work site. Ensures high levels of customer satisfaction. Meets regularly with customers to become familiar with operating problems. Keeps customer informed on the service provided, outstanding issues and recommends system enhancements, upgrades, and replacement. Promotes the sale of add-on work.
- Adheres to all Johnson Controls and customer safety standards. Provides safety leadership and instruction to all control's technicians in the branch. Provides safety awareness while working onsite with Johnson Controls subcontractors.
- Trains the customer in control systems operations. Delivers manuals and documentation to the customer for training needs as required.
- Provides mentorship for certification of Controls Technicians and Service Technicians on complex building automation systems. Coaches, supports and trains the technical workforce on non-complex, non-critical equipment.
- Compiles job documentation, such as certificate of completion, customer training form, training certificates and punch lists.
- Conducts extensive self-study (reading, research and practice) to improve and maintain technical proficiency in company's product lines. Completes certifications as required by the company.
- Other duties related to the installing, commissioning and servicing of building controls and facilities management systems and energy management systems, as assigned.
- Assists in the design and configuration of building control systems as defined by the contract documents. Creates flow diagrams, sequence of operations, and bill of material, network layouts and electrical schematics as required.
- Assists in developing and testing software programs necessary to operate the system per the project requirements' intent.
- Compiles and/or completes project as built and close-out documentation.
- Assists in the coordination and creation of necessary drawings and equipment schedules for submittals and installation.
- Selects, orders, and tracks the delivery of materials for assigned projects. Coordinates factory-mounting processes to meet factory and project schedule.
- Assists in the loading and commissioning of all system and network-level controllers as required. Assists in validation of complete system functionality and troubleshoots problems with subcontractors and other trades to ensure proper operation.
- May provide field change information to the project team for the creation of as-built drawings and software.
- Keeps management and JCI contractor or customer informed of job progress and issues.
- Assists in performing site-specific training for owner / operator on the total building control system.
- Participates in release meeting with project field team.
- Provide recommendations and solutions to ensure facility is running efficiently to include upselling opportunities.
- Provide quotes to support recommendations and solutions.
What we look for
Required
- Be a dedicated member of a North America Branch team willing to learn and be responsible for system trouble shooting, repair and aftermarket services for this fast-growing business.
- Minimum of 2 years Commercial Controls troubleshooting experience in the HVAC industry. This includes buildings, chiller plants and systems.
- Vocational School program graduate or an associate's degree in a technical field, or two years’ experience in servicing electronic and or mechanical systems.
- Demonstrated ability to install and/or service electronic control systems and HVAC equipment.
- Effective communication skills to represent Johnson Controls on customer sites.
- Possesses the ability to explain technical information to technical and non-technical people.
- Demonstrate effective writing skills as well as understanding of programs and software applications.
- Knowledge of control theory, automatic temperature controls, building automation systems and other building subsystems.
- flexible to travel within Ottawa-Kingston
- Must have 10 years of Canadian Residency to obtain valid Secret Clearance with Canadian government.
HIRING HOURLY RANGE: $28.85- $37.98 (Hourly rate to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This position includes a competitive benefits package. The posted salary range reflects the target compensation for this role. However, we recognize that exceptional candidates may bring unique skills and experiences that exceed the typical profile. If you believe your background warrants consideration beyond the stated range, we encourage you to apply. To support an efficient and fair hiring process, we may use technology assisted tools, including artificial intelligence (AI), to help identify and evaluate candidates. All hiring decisions are ultimately made by human reviewers. For details, please visit the About Us tab on the Johnson Controls Careers site at https://jobs.johnsoncontrols.com/about-us
Application Deadline:
Address:
100 King Street WestJob Family Group:
Department Overview:
Supervision, Support and Governance (SS&G) is responsible for managing the overall risk and governance for BMO Private Wealth. The National Branch Supervision team, which is part of the broader SS&G team, provides Tier 1/first line regulatory oversight for BPIC and BMO Nesbitt Burns activities. Supervision of the sales activity of these lines of business is a regulatory requirement.
Job description:
Working with the Director, Branch Supervision, other immediate team members and internal partners, the successful candidate has primary accountability to supervise electronic communication and social media activity by BPIC Investment Counsellors (“ICs”) and BMO Nesbitt Burns Investment Advisors (“IAs”). This individual will also contribute to the ongoing management of the Branch Supervision program, as well as enhance the program to meet the evolving needs of the marketplace and regulatory environment. Additionally, the individual will act as a subject matter expert on Advertising and Sales Literature by providing consult to ICs, IAs and other BMO partners.
The key accountabilities for this role include, but are not limited to:
Supervision of IC and IA Electronic Communication and Social Media activity
- Supports sales supervision activities and regulatory activities for designated branches to meet all regulatory requirements.
- Daily oversight of IC electronic communication and social media activity by monitoring social media profiles, posts and activity.
- Performs supervision activities to meet regulatory requirements and maintain service level standards.
- Coordinate with Branch Supervision resolution of any issues identified as a part of the oversight process and escalate issues where necessary.
- Evaluates the strength and effectiveness of supervision and adoption of policies, processes at the branch level and develops actions plans to improve supervision.
- Make recommendations regarding the enhancement of the supervisory system and policies, when required.
- Deliver training to ICs and support staff on the topic of Advertising and Sales literature.
- As a member of the broader Supervision, Support and Governance team, support various broader initiatives from time to time
- Performs other required supervision reviews (delegated tasks) such as Global Relay Email Review, Tier 1 Daily Trade Review, Monthly Activity Review. Query and Request for Information (RFI) and follows up on outstanding issues.
- Other duties as assigned.
Risk Management and Control
- Together with Director, Branch Supervision, ensure appropriate supervisory coverage is maintained at all times
- Facilitate responses to internal and external audit inquiries in coordination with the Director, Branch Supervision.
- Focus on business ethics, regulatory and compliance practices
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Follows through on risk and supervision processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
Coaching and Guidance
- Act as a relationship manager with ICs and IAs in coaching on Advertising and Sales Literature
- Promote risk awareness and a compliant environment
- Develop communications related to or in support of the Supervision program
- Provide on-going support and guidance to Branch Supervision teams
Key Interactions
The following internal interactions constitute an integral part of this position:
On-going interactions with ICs, Regional Directors of Investments (RDI), Regional Directors of Supervision (RDS), Regional Supervision Officers, Branch Supervision Specialists, Market Leaders, and fellow Supervision team members.
Accountable to Director, Branch Supervision.
Qualifications / Skills / Experience
- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Knowledge of all supervision and industry regulations (CSA / OSC – National Instruments & CSA Staff Guidance and CIRO rules) – In-depth.
- Experience supervising advertising and sales literature
- Familiar with Private Investment Counsels (PICs) and CIRO dealer members firms.
- Technical proficiency gained through education and/or business experience.
- Collaboration & team skills - In-depth.
- Excellent interpersonal, communication and persuasion skills (verbal, listening, and writing)
- Solid presentation skills
- Strong proficiency in MS Office applications
- Bilingual (French/English) (preferred but not mandatory)
Specific Educational Requirements / Accreditations
- Must meet the CIRO supervision licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
- Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) designation preferred.
- University degree or College Diploma in business or related field preferred.
Salary:
Pay Type:
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
About Us
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.
Application Deadline:
Address:
595 Burrard StreetJob Family Group:
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.
- Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
- Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
- Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
- Determines client needs and ensures timely and accurate completion of transaction processing.
- Strives to exceed client service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
- Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Analyzes data and information to provide insights and recommendations.
- Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
- Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
- Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
- Participates in audits and compliance reviews as assigned.
- Identifies and escalates all irregularities and discrepancies to management.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
- Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
- Basic knowledge of the Lending Process and supporting policies.
- Basic knowledge of loan and security documentation, including registration and renewal routine.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Salary:
Pay Type:
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
About Us
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.
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