322 Jobs Found
Comptable Accountant Full-time Job
Financial Services MontréalJob Details
The Accountant is part of the North American accounting group and will focus on month-end close and account reconciliations. We're in need of a versatile Accountant who, in compliance with SOX and other audit requirements, wants to play a key role in financial reporting and analysis, a timely close process, and maintaining a strong internal control environment. If you're a passionate Accountant that wants to help a growing company find unique and faster ways of managing our accounting functions, while performing additional projects in technical and tax accounting, we want to talk to you.
This position is open to candidates who have their residence in the following countries: Canada
This role will require you to come into the office 1 day a week.
Key Responsibilities
- Prepare journal entries and account reconciliations, ensuring proper documentation is maintained (in compliance with SOX requirements), as well as monitoring and resolving reconciling items on a timely basis
- Resolve accounting discrepancies and identify and investigate irregularities
- Ensure all reports utilized in accounting functions are complete and accurate
- Prepare financial variance analysis reports; ensure accurate and timely reporting of monthly, quarterly and year-end close, for both individual entities and on a consolidated basis
- Perform accounting research and interpretation of SEC guidance as necessary to maintain GAAP financial statements
- Interact with internal and external auditors in completing and coordinating audits
- Compile a wide variety of financial information for the purpose of providing required documentation and/or processing information for both internal and external audits
Requirements
- Degree in Accounting, with 2-4 years of relevant experience
- Strong knowledge of Generally Accepted Accounting Principles (US GAAP preferred)
- Experience performing month end close, account reconciliations and financial analysis
- Experience with international tax filing preferred
- Strong written and verbal communication skills in English
- Strong work ethic and positive mindset
- Ability to work in a global context, with business users in different locations world-wide.
#LI-MJ1
#LI-Hybrid
Comptable Accountant
OneSpan
MontréalFinancial Services Full-time
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Live-in caregiver persons with disabilities Full-time Job
Hospitality MontréalJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language and should be Bilingual
Asset languages: Gujarati
Education: Candidates should have College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience: Candidates should have experience of 1 to less than 2 years
Candidate Status:
- Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
- International Candidates who don’t have a valid Canadian work permit also can apply
Benefits:
- The candidates will get Health care plan and Transportation provided by employer
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details
By email
[email protected]
Be prepared for the screening questions. Include answering the following questions while applying:
- Are you willing to relocate for this position?
- Do you have previous experience in this field of employment?
- What is the highest level of study you have completed?
Live-in caregiver persons with disabilities
Jayshree Patel
MontréalHospitality Full-time
17
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Axiom Development Lead Full-time Job
IT & Telecoms MontréalJob Details
Job Description
You will join an agile squad that builds in-house applications and integrates vendor products for our Axiom US Regulatory Reporting business in Finance IT. You will be leading the squad to collaborate with business partners to create scalable technology solutions powering growth, improving client experience, and making our client facing and support teams more efficient. We value positive attitude, willingness to learn, open communication, teamwork and commitment to clean, secure and well-tested code.
What will you do?
- Hands-on application design, coding, and deployment
- Manage 3 to 4 development resources
- Liaison with business partners to delivery solution based on clients’ needs
- Provide technical influence by sharing deep knowledge and experience
- Maintain code quality and best practices across the stack
- Support and maintain the team application suites on various technical infrastructures and architectures.
- Ensure system availability and lead the planning of disaster recovery & help increase adoption of emerging technology within area of expertise
What do you need to succeed?
Must have:
- 7+ years of experience combined in Oracle, SQL or Unix scripting and architecture design principles
- 3+ years of development experience of AXIOM (Data sources, Data models, Modify models, Aggregations, Portfolios, Free-form Reports and Tabular Reports).
- Participating in design of strategic regulatory data acquisition processes;
- Participating in the impact assessment and estimation of functional requirements;
- Experience with various DevOps pipeline and cloud tools such as Jenkins, Kubernetes, HashiCorp Vault, Apigee, GitHub, JIRA, Confluence, Nexus IQ, SonarQube, UCD, Artifactory, etc.
Bilingualism (English and French) required, as you will regularly do business with partners across Canada
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
#LI-Hybrid
#LI-POST
#TECHPJ
Axiom Development Lead
Royal Bank Of Canada
MontréalIT & Telecoms Full-time
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Administrative Assistant Full-time Job
Administrative Jobs MontréalJob Details
Summary
Provides confidential administrative support to the District Vice President. Responsible to provide various administrative support functions for the department, prioritizing the workload to ensure the group’s objectives and deadlines are met. Supports these individuals with various projects and day to day workload functions.
Responsabilities
- Answers and screens telephone calls. Responsible for arranging Conference calls and Videoconferencing using Scotia preferred vendors.
- Arranges and coordinates travel (utilizing on-line system Egencia); schedules and follows up on reservations and itineraries.
- Organizes and maintains administrative files, correspondence and other records.
- Coordinates DVP schedules and makes appointments as requested.
- Makes copies of correspondence or other printed materials as required.
- Coordinates meetings including room bookings and requesting technical, audio-visual support, catering, as required).
- Assists with maintenance of client-related databases (using both Excel and Salesforce).
- Establishes sound business relationships by providing courteous and efficient assistance to internal and external clients.
- Assists where possible with company research via the Internet, Library and other on-line services. Also may be required to contact companies directly to update contact information.
- Acts as an alternate resource/backup for the other Administrative Assistants in the area during lunch hours, illness and other absences.
- Shares in Admin Team responsibilities that support the teams and the Department as a whole (i.e, managing off-site storage records, office supplies, and any ad hoc requests by the Department Administrator).
Requirements
- Minimum High School Diploma (Grade 12).
- Prefer 2 years’ experience in an administrative role however not essential.
- A general knowledge of the financial services industry and the ability to learn quickly are definite assets.
- Strong technical skills and knowledge of MS Office 2010 including:
- Word – used extensively;
- Excel – used extensively for expenses and databases (level varies based on group);
- PowerPoint – used occasionally to provide assistance with print jobs and minor edits;
- Excellent organizational and coordination skills.
- Event Planning
- Ability to prioritize multi-person workloads to ensure assignments are completed accurately and meet given deadlines.
- Sound problem-solving skills.
- Demonstrated verbal and written communication skills, with the ability to communicate effectively within all levels of the organization.
- Ability to quickly comprehend instructions.
- Ability to work in a fast-paced, at times stressful environment.
- Excellent time management skills to handle sensitive materials and the pressure of last minute deadlines.
- Willing to take ownership of tasks and responsibility for their completion.
- High tolerance for, and adaptable to change. Flexibility is required.
- Ability to work overtime as required, often with short notice (sporadic).
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.
Administrative Assistant
Scotiabank
MontréalAdministrative Jobs Full-time
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Account Executive - Professional Services Practice Full-time Job
Sales & Retail MontréalJob Details
Are you an effective team player who would thrive in advising global Professional Services clients on their risk retention, risk financing, and risk transfer decisions? If you are looking for an opportunity to apply your insurance industry experience in servicing clients in a global setting, this may be your next career move!
This is a hybrid role with the flexibility to work both virtually and from our Montreal office.
Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.
Aon is in the business of better decisions.
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and are passionate about helping our colleagues and clients succeed.
What the day will look like
As part of an industry-leading Professional Services Practice team, you will help empower results for our clients by delivering risk financing consulting and insurance/reinsurance broking services to large global Professional Services accounting and consulting firms.
As an Assistant Vice President servicing our clients, you will help the team to bring the best of Aon to ensure all of clients’ needs and deliverables are promptly met with quality and innovation.
How this opportunity is different
This is a truly unique position residing in Aon’s Professional Services Practice, which is the leader in our segment in delivering high-quality work product in a supportive team environment where client demands are high and constantly changing.
Joining a global organization also comes with opportunities for advancements, cross-training, involvement on local, national and global projects and ability to participate and drive innovative projects and solutions across all solution and product lines.
Major Responsibilities Include:
- Participate in, and assist team with, the delivery of services and advice to clients’ risk managers and offices of general counsel.
- Provide advice to senior client contacts regarding their insurance programs, Aon deliverables, and in response to requests and inquiries.
- Prepare underwriting submissions and claims exhibits for commercial insurers.
- Draft and prepare policy documentation and endorsements and prepare wording comparisons across different risks, when necessary.
- Prepare premium invoices and compute applicable taxes, and track the receipt and flow of funds.
- Support the accurate organization and administration of clients’ claims data and its extraction for reporting purposes.
- Prepare and analyze statistical exhibits and presentations in relation to historical claims experience.
- Collaborate with team members and Aon’s actuaries to analyze the cost of risk for the setting of insurance premiums.
- Prepare reports, summaries, papers, and meeting materials for delivery directly to clients.
- Participate in business development within the practice and the exploration of new and evolving risks and potential risk transfer and risk financing solutions.
- Respond to queries from clients and commercial insurers.
- Support the preparation and issuance of verifications of insurance.
- Collaborate with colleagues in other Aon offices (New York, Chicago, London, Bermuda, and elsewhere) in the coordinated delivery of insurance programs and policies to clients.
- Attend team meetings, maintain team/personal outstanding task lists, and maintain files that clearly and accurately record the activities and communications of the team.
- Attend training sessions, presentations and meetings that will assist with present and anticipated future responsibilities.
Skills and experience that will lead to success
Will consider candidates with insurance broking, underwriting, actuarial, captive, or commercial insurance and claims experience – preferably in the professional liability line. Corporate risk management experience, especially in a Professional Services firm environment is a plus.
- Minimum three to seven years in related insurance experience
- Strong technical insurance knowledge in specialty lines, in particular professional liability, cyber, employment practices liability and management/directors & offices liability.
- Ability to coordinate, prioritize, and monitor workflows.
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- Strong interpersonal skills. Motivated and self-directed.
- Trains and mentors other colleagues effectively as a teammate.
- Strong attention to detail
- Bachelor’s degree is required. Insurance licensing as required but not necessary to be considered.
Account Executive - Professional Services Practice
AON
MontréalSales & Retail Full-time
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Customer Service Representative Full-time Job
Customer Service MontréalJob Details
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Identifies customer needs and initiates referrals to BMO colleagues.
- Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
- Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each 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 standardized tasks under supervision.
- Performs initial problem solving within given rules/limits & escalates when required.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
- High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
- Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
- Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
- Projects a professional presence.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- A focus on delivering a personal experience to customers.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic knowledge learned on the job.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).
- Collaboration & team skills - Basic (in business environment).
Customer Service Representative
BMO CANADA
MontréalCustomer Service Full-time
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Banking Advisor Full-time Job
Banking MontréalJob Details
- Greet clients and answer questions.
- Help clients use our banking applications and ABMs.
- Listen to clients’ needs and resolve situations that may be complex.
- Give advice and offer transaction solutions for Personal Banking clients.
- Demonstrate the ability to build lasting business relationships.
- Ensure client satisfaction and engagement.
- Refer your clients to your specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
- Hold a college diploma (DEC) or equivalent
- Customer service experience, inclusive attitude and openness to diversity
- Positive attitude and empathy for clients
- Interest in technology and skilled in sharing knowledge
- Ability to adapt to different situations
Skills
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Your benefits
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- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
Banking Advisor
National Bank Of Canada
MontréalBanking Full-time
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Bilingual Employee Relations Business Partner Full-time Job
Human Resources MontréalJob Details
Provides expert employee relations advice and governance to an assigned portfolio to ensure that employee relations policies, practices and strategies support the business/group strategies and meet regulatory/legal requirements. Ensures that initiatives and HR solutions (programs and processes) are consistently and effectively implemented across the business groups. Supports various employee relations programs & initiatives managed internally and with vendors, including work related to acquisitions, divestitures, employment transitions, separation agreements, and outsourcing.
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Acts as a trusted advisor to assigned business/group.
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Influences and negotiates to achieve business objectives.
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Assists in the development of strategic plans.
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Identifies emerging issues and trends to inform decision-making.
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Provides expertise related to general operating procedure interpretation, misconduct, corrective action, attendance, leaves of absence, absenteeism, performance management and addressing underperformance, interpersonal conflict, work environment, coaching, displacement with redeployment or demotion, harassment and discrimination, workplace accommodations, and adjudication.
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Designs and produces regular and ad-hoc reports, and dashboards.
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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.
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Manages high risk ER matters i.e. Legal case management, human rights & harassment investigations, workforce transformation initiatives etc. and represents the business in legal proceedings as required.
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Reviews all documentation, performs any required negotiation and authorizes separation agreements up to the prescribed limit and commits BMO FG legally on employment law challenges.
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Monitors legislation and manages required compliance/regulatory program activities to achieve objectives.
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Develops employee relations solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
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Provides employee relations advice and guidance to assigned business/group on the implementation of solutions.
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Educates managers on all aspects of Labor Relations management including relevant HR policies, appropriate procedures and practices, legislation and regulations and employee relations related training and learning opportunities.
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Acts as a subject matter expert to interpret applicable regulations & policies and makes recommendations on how to resolve business issues.
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Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
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Conducts independent analysis and assessment to resolve strategic issues.
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Provides support for severance and reductions in force (e.g., consulting with businesses, providing templates for severance packages, producing calculations & outplacement estimates, responding to inquiries from impacted employees/managers).
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Performs the initial intake and primary assessment for employee relations requests to determine facts, identify issues & mitigate risks.
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Provides input into the planning & implementation of operational programs and executes within required service level agreements and standards
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Provides governance over employee relations matters by advocating the fair and equitable treatment of employees while ensuring that employee relations practices and strategies clearly support the business/group and enterprise strategies; has the dual challenge to protect the legal and legislative rights of both employees and the organization.
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Investigates employee complaints within area of expertise, provide solutions for resolution and ensuring that finds are documented.
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Builds effective relationships with internal/external stakeholders.
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Ensures alignment between stakeholders.
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May act as the point person for key vendor relationships (Supplemental Unemployment Benefit Plan Administrator, Career Transition Services, and Unemployment Claims Management) and manage operational programs.
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Breaks down strategic problems, and analyses data and information to provide employee relations insights (including employee transitions) and recommendations.
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Monitors and tracks program performance, and addresses any issues.
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Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
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Provides specialized consulting, analytical and technical support.
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Exercises judgment to identify, diagnose, and solve problems within given rules.
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Works independently and regularly handles non-routine situations.
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Broader work or accountabilities may be assigned as needed.
Qualifications:
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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.
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Law degree preferred.
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Appropriate HR designation preferred.
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Deep knowledge and technical proficiency gained through extensive education and business experience.
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Verbal & written communication skills - In-depth.
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Collaboration & team skills - In-depth.
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Analytical and problem solving skills - In-depth.
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Influence skills - In-depth.
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Data driven decision making - In-depth.
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Bilingual (French and English) is required.
Application Deadline:
02/29/2024
Address:
105-119-129 rue St-Jacques O
Bilingual Employee Relations Business Partner
BMO CANADA
MontréalHuman Resources Full-time
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Senior Human Resources Generalist-Canada Full-time Job
Human Resources MontréalJob Details
Reporting to the Global Director-Regional Managers of Talent and Culture, the Senior Human Resources Generalist-Canada will be to advise, coach, and partner with Intelerad employees with regard to Talent management, Performance Management, Benefits, Compensation and rewards, Employee Relations, Organizational Development and change management. While the focus for this role will be on Canadian employees, the T&C Senior Generalist Canada will partner with the rest of the T&C team on larger initiatives such as employee development, systems implementations, acquisition integration, and more.The Senior Generalist role will play a crucial part in enhancing our human resources function by providing support in policy writing, employee relations, benefits administration, and general HR operations. The scope of this role will be to support all employees in Intelerad's Canadian region, as well as provide additional support to employees in the UK
Major Accountabilities
Ongoing responsibilities includes the following:
Talent Management:
- Understand the talent capabilities and gaps for the client populations
- Support the management team by providing a framework, process and tools to identify high potential candidates and facilitate succession planning and development.
- Continuously assess employee engagement through annual surveys and periodic pulse surveys. Partner with managers and functional leaders to read out engagement survey results and address growth areas
- Work with Learning and Development Manager to deliver training content that supports development programs and meet organizational and employee needs
Performance Management:
- Promote and explain the Performance Management Processes to managers and employees
- Supports the deployment of the annual performance management process, including goal setting, 1:1 meetings, annual and quarterly conversation
- Facilitate calibration meetings and work with managers to develop action plans
- Coach managers and provide guidance to ensure Performance Management principles are met and positively drive employee engagement
- Work together with leadership team to ensure that individual and team goals align with organizational goals and defining objectives
Compensation and Incentives:
- Partner with the Compensation expert and with business leaders to ensure adequate understanding and execution of rewards processes
- Partner with the executive team to drive the deployment of the annual rewards process, including salary reviews, bonuses and employee's awards
Employee Relations:
- Address employee relations issues, which may include issue resolution, employee and management counselling, and performance improvement, as needed
- Participate in all disciplinary actions, including termination of employment, and conduct all exit interviews for Canadian Employees
Organizational Design, Development & Change Management:
- Work with business leaders to determine development/training needs and create a development roadmap for the members of the unit
- Work with business leaders to develop appropriate organizational/team structures
- Utilize retention and exit interview data to propose/inform change
- Develop retention/engagement strategies
- Actively participate in internal communication to support change, projects and HR vision
Project Specific responsibilities includes the following:
Project Management:
- Manage projects or participate as a team member for selected key HR initiatives and ensure alignment. Projects to include but not limited to: software implementation, acquisition integration, change management, and more.
- Build valuable and lasting relationship with internal clients
- Identify opportunities and propose improvements aligned with the company vision, goals and priorities
- Develop and implement better people management best practices with the HR Team
Partner with other members of the Talent & Culture team to establish a regular cadence of reporting to the Executive Leadership Team
Qualifications
Employment Pre-Requisites
Pre-Requisites
- Bachelor’s degree in Human Resources, Business Administration or equivalent working experience
- 5+ years in Human Resources business partner, consulting, or leadership role. Preferably in technology or software company
- Excellent communications, facilitation, and presentation skills
- Bilingual in both official languages
Desired Competencies
- Demonstrate strong business acumen and has an enterprise perspective
- Ability to build creative HR solutions which deliver value and meet business needs
- Demonstrated ability to analyze data and make decisions in difficult situations
- Excellent listening skills and able to communicate effectively with others
- Ability to organize work effectively and multi-task in a fast-paced environment
- Works collaboratively with HR colleagues and able to create strong and positive relationships at all levels in the organization
- Keep up to date with HR trends and invest in continuous learning
- Demonstrate integrity, respect and adherence to company values and lead by example
- Knowledge on the employment process and regulation in Canada
- Knowledge on UK employment process is a critical asset. Experience with a European employment process would also be considered an asset
Additional Information
You will be asked to complete an aptitude and personality assessment upon applying
Intelerad is committed to the principles of equal employment. We are committed to complying with all federal, state and local laws providing equal employment opportunities and all other employment laws and regulations. Applicants, employees and former employees are protected from employment discrimination based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age (40 or older), disability and genetic information (including family medical history). Intelerad is dedicated to the fulfillment of this policy regarding all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment.
Additional Information
- Competitive salaries
- Employee recognition program
- Employee referral program
- Flexible hours
- Comprehensive insurance plan
- Training & skills upgrading
- Social events
- Dynamic culture
Senior Human Resources Generalist-Canada
Intelelad
MontréalHuman Resources Full-time
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Estate Planning Specialist Full-time Job
Real Estate MontréalJob Details
What is the opportunity?
We are looking for an Estate Planning Specialist to join the RBC Wealth Management Financial Services team. You will be responsible for achieving Individual Life and Living Benefit product revenue results and annual business plan targets. Using a team selling approach, you will partner with Investment Advisors and Investment Counsellors, their clients, and other members of the Wealth Management team.
What will you do?
- Collaborate and help educate Investment Advisors and Investment Counsellors in matters relating to insurance concepts and how they fit into wealth preservation and wealth transfer strategies.
- Follow up on leads generated through the Wealth Management approach to business to ensure recordkeeping systems accurately reflect progress.
- Develop relationships with Will and Estate Consultants, Financial Planners, HNW Planning and Business Owner Specialists, and other members of the Wealth Management Services team, as well as Branch Management and staff.
- Use a variety of methods to grow revenue, such as client meetings, seminars, "lunch and learns", etc.
What do you need to succeed?
Must-have
- Active approval as a Financial security advisor with the Autorité des marchés financiers (AMF)
- Chartered life underwriter (C.L.U.) title, or registered life underwriter (R.L.U.) title, or financial planner diploma granted by the Institute of Financial Planning (or currently enrolled in such courses)
- University degree in related field
- Minimum of 5 years of seasoned sales experience in the Life Insurance industry
- Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
- Comprehensive experience in wealth preservation and wealth transfer concepts
- Ability to work effectively with peers and upper management and to be perceived by others as team player
- Project a positive and professional image to Investment Advisors/Counsellors, service partners, and external clients
- Actively pursue continuous learning and expanding knowledge on presentation and Insurance/Financial Planning skills
- Computer literate in Insurance Company Illustration software and various PC programs
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Estate Planning Specialist
Royal Bank Of Canada
MontréalReal Estate Full-time
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Packer manufacturing | LMIA Approved Full-time Job
General Category MontréalJob Details
Requirements:
Languages: Candidates must have knowledge of the English or French Language
Education: Candidates don’t need standard educational qualifications
Experience: Candidates don’t need experience, training will be provided
Responsibilities:
- The candidates should be able to transport raw materials, finished products and equipment throughout plant manually or using powered equipment
- The candidates should be able to check and weigh materials and products
- The candidates should be able to sort, pack, crate and package materials and products
- The candidates should be able to perform other labouring and elemental activities
- The candidates should be able to clean machines and immediate work areas
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through below mentioned details.
By email
[email protected]
Packer manufacturing | LMIA Approved
Groupe Zohar
MontréalGeneral Category Full-time
16
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Administrative Assistant, Private Investment Counsel Full-time Job
Administrative Jobs MontréalJob Details
Job purpose
The Administration Assistant is responsible for the overall administrative support to the PIC Regional Leadership team which includes a Regional Director, a Market Lead and two Governance & Operations Managers.
Is this role right for you? In this role, you will:
- Support the Regional leadership team in day to day management of his/her schedule by: establishing and co-ordinating calendars; providing support by receiving/ screening/ referring incoming calls/visitors using a high degree of discretion; booking travel arrangements, ensuring all requirements of officers are met.
- Support the Regional Leadership team by: Acting upon telephone/ mail requests received in the senior officer’s absence; Producing material from written copy/ rough notes, creating and editing presentations as requested; Event planning and guest list co-ordination, as required; Employee onboarding/offboarding, including equipment orders and system access.
- Assist in maintaining the senior officer / department’s expense and other budgets.
- Verifying invoices/expense statements prior to submitting for approval, and processing payment once approval is received;
- Compilation and management of various recurring and ad-hoc reports and requests;
- Maintaining records and information to ensure and control security access.
- Co-ordinate and facilitate the release of significant initiatives / communications or launches by liasing between groups, both internal and external, to ensure timely / accurate delivery of materials.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
• Strong organizational skills and ability to set priorities and manage time
• Strong communication and interpersonal skills in English and French. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.
• High degree of accuracy required
• High level of discretion required in dealing with confidential matters
• Competence in using all facets of Microsoft Office.
• Comfort and familiarity with CRM systems.
Administrative Assistant, Private Investment Counsel
Scotiabank
MontréalAdministrative Jobs Full-time
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