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This position is responsible for driving new business within an assigned Commercial Account base and prospect territory in the GTA area.  By effectively partnering with clients, the Account Executive will provide effective business solutions through innovative and strategic planning. 

What you’ll do:

• Use innovative selling techniques and knowledge of the client to grow business within a base of prospect accounts leveraging the full suite of Rogers Wireless, Wireline and Data Centre products and services
• Initiate and build relationships with C-level and other key senior stakeholders within prospect accounts.  Leverage any and all of Rogers assets and relationships to develop relationships and uncover business opportunities
• Develop extensive account and relationship growth strategies to gain insider status towards growing new business within prospect accounts
• Partner with key internal stakeholders to develop a customized value proposition to meet needs of prospects and work within Rogers to overcome barriers to sale
• Generate targeted, custom pricing proposals and quarterback internal business case process to ensure opportunities are fully considered by Rogers stakeholders at all levels
• Meet and exceed assigned sales targets as well and key milestones in the account plan
• Actively participate in regular sales meetings and demonstrate leadership by transferring key learning’s to the rest of the Commercial Segment Acquisition team

What you will bring:

• Minimum 5-10 years experience in Wireless/Wireline/Data Centre and/or telecom industry, with proven success driving new business in the Medium to Large corporate accounts arena
• Demonstrated ability to develop and grow c-suite and other senior level relationships within key clients
• Proven track record of meeting and exceeding assigned quotas selling into prospect accounts
• Solid understanding of wireless, data and telecom products and services
• Excellent presentation and communication skills
• Strong account planning skills
• An innovative thinker with skill in generating solutions that meet customer needs
• Self-starter with ability to adapt to a fast-paced, changing work environment
• Computer proficient in Microsoft Word, Excel, PowerPoint
• University Degree in Business Administration or a related field preferred
• Valid driver's license and access to a reliable vehicle is a must
• Comfortable with daily travel (GTA area)

To protect our people, brand and assets, a pre-employment background check will be conducted. As part of our selection process, all candidates must clear a criminal background check. Additionally, a credit check and drivers abstract may be required depending on the role.

Schedule: Full time
Shift: Day
Length of Contract: Not Applicable (Regular Position)
Work Location: 8200 Dixie Rd (341), Brampton, ON
Travel Requirements: Up to 25%
Posting Category/Function: Sales & Account Management
Requisition ID: 308481

Reporting to the Director of Shared Services you will be leading the Calgary location Cash Management department to complete the following tasks:

What you'll do:

•Manage the Bank Reconciliation, Payment Application and Misc AR teams for Rogers West, reporting to the Director Shared Services, Accounts Payable-Central.

•Review and approve monthly bank account reconciliations, investigate and resolve issues in a timely manner.

•Support all quarter and year-end audit information requests and performance of SOX Controls.

•Support all cash management projects including the Oracle migration as we move to full ERP integration.  This includes providing information/support as requested, testing in the new ERP environment, and providing accurate and timely feedback.

•Review the Misc AR monthly aging files, identifying problem accounts, working with the business on collections while ensuring all required transactions for the month are completed.

•Assist with the compilation and analysis of monthly and quarterly files for other business partners.   For example, reviewing monthly aging balances, provide support for bad debt provisions, and payment KPIs.

•Close the monthly AR module in Oracle Fusion until consolidated.

•Identify areas for process improvement and working with the team to encourage better integration.

•Provide GL support to Business Managers, assist with data analysis (i.e. actuals vs. budgets/ forecasts) and investigations.

•Effectively develop and lead a diverse team to support our business partners as well as promote staff development.

What you bring:

•Accounting Degree and/or completion of CPA program complemented by a minimum of 5 years post designation work experience. An equivalent combination of education, training and experience will also be considered.

•Strong leadership skills with experience in managing large teams.

•Strong people skills and ease with an ability to build strong relationships with various business groups and other finance teams.

•Strong analytical and problem-solving skills with an attention to detail.

•Strong computer skills including Outlook, Word, PowerPoint, Excel, MS Office and ERP experience such as Oracle.

•Driven, focused, and results oriented individual.

•The ability to independently manage and organize multiple work activities in order to meet or exceed established priorities and deadlines.

•Thrives on challenges and consistently looks for innovative more efficient methods of delivering results.

What’s in it for you?

We believe in investing in our people and helping them reach their potential as valuable members of our team. As part of our team, you’ll have access to a wide range of incredible resources, growth opportunities, discounts, and perks, including:

• Competitive salary & annual bonus

• Competitive & flexible health and dental benefits, pension plan, RRSP, TFSA, and Stock matching programs.

• Discounts: Enjoy up to 50% off Rogers Services and Blue Jays Tickets, 25% off TSC items, and a 20% discount on all wireless accessories sold in Rogers stores.

• Paid time off for volunteering

• Company matching contributions to charities you support

• Growth & Development Opportunities:

o Self-driven career development programs (E.g. MyPath program)

o Rogers First: priority in applying to internal roles of interest

• Wellness Programs:

o Homewood employee & family assistance program

o Cognitive Behavioural Therapy (CBT) & Virtual therapy sessions

o Low or no-cost fitness membership with access to virtual classes

• Our commitment to the environment and diversity:

o Work for an organization committed to environmental protection

o Strong commitment to diversity and inclusion with employee resource groups supporting equity-deserving groups including groups representing People of Colour, 2SLGBTQIA+, Indigenous Peoples, Persons with Disabilities and Women. We all bring something different, and we know what makes us different makes us great.

This is a hybrid work position and will require you to be in office three days per week. You can choose which days in office work best for you!

If you are selected to move forward in the recruitment process, here is what you can expect:

• 15-minute phone screen with your recruiter, 1-hour virtual interview with Hiring Manager, 30-minute final round virtual interview with Director of the team. Best of luck!

As part of the recruitment process, the selected candidate will be required to complete a background check which includes credit and criminal checks

To protect our people, brand and assets, a pre-employment background check will be conducted. As part of our selection process, all candidates must clear a criminal background check. Additionally, a credit check and drivers abstract may be required depending on the role. 

Schedule: Full time
Shift: Day
Length of Contract: Not Applicable (Regular Position)
Work Location: Shaw Court 630 3rd Ave SW (7860), Calgary, AB
Travel Requirements: None
Posting Category/Function: Finance & Accounting & Accounting
Requisition ID: 312134
#LI-JC1

The Senior Analyst Global Payroll and Compliance is responsible for supporting Payroll compliance projects and initiatives to ensure data accuracy and efficiency within SAP and regulatory requirements. This role collaborates with Payroll Operations, Payroll Controls, Total Rewards COE, IT&S/HR Support and other business areas to create future processes, document and manage all project related tasks and requirements. This role ensures all activities conducted are compliant with technical foundations, governing regulations, internal policies, procedures and completed in accordance with the Bank’s policies and procedures, standards, and regulations.

Is this role right for you? In this role you will: 

• Supports project execution of global expansion initiatives (Global HR Transformation), providing insights and ensuring payroll accuracy, efficiency and compliance

• Subject matter expert in Global Payroll and compliance as well as working knowledge of banking regulations, laws and policies

• Collaborates with Manager, Global Payroll and Compliance to evaluate and analyze existing payroll policies, procedures and processes to identify improvement/enhancement opportunities and implement solutions to address them

• Collaborates with Manager, Global Payroll and Compliance in SOX audit process, ensuring strong process controls are implemented and documentation is prepared and updated regularly for Financial and Regulatory processes. On an ongoing basis, ensure processes are reviewed regularly and enhanced where required.

• Conduct audits of business and compliance controls, including development and execution

• Ensure that compliance issues are appropriately logged, and remediated, ensuring the analysis, key themes, and/or root causes are identified, and impact are assessed.

• Analyze and build business requirements regarding the payroll system to align with established project requirements, and provides technical expertise and payroll systems support for SAP as required

• Holds self accountable for ensuring the accurate administration, remittance and reporting of payroll related activities in compliance with relevant employment standards and legislations 

• Seeks opportunities to improve/enhance payroll processes, provides insights and recommending solutions to Manager, Payroll and Compliance

• Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

• Manage ad- hoc projects as assigned by management or by the Sr leadership team.

• Embrace and drive change as required. Identify opportunities to improve efficiency and propose changes to the management.

• Building effective working relationships across the team and with various business lines and corporate functions.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have the below: 

• Post-secondary Degree or Diploma in Accounting or Business or related field

• Experience with a large ERP payroll system such as SAP or PeopleSoft is an asset but not a must

• Payroll Designation from the National Payroll Institute – Completed or in progress

• Previous (4+ years) experience in payroll operations

• Intermediate to advance skills using Excel

• Experienced in Power BI, MS Projects, Visio

• Deep understanding and knowledge of Bank policies and procedures

• Strong knowledge of Organizational structure and complexity

• Strong understanding of payroll policies and processes

• Excellent interpersonal and communication skills

• Attentive to details and deadlines; ability to manage multiple priorities

• Strong analytical skills

• Good knowledge of regulatory requirements, with ability to adapt as requirements change

What's in it for you? 

• The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers 

• A rewarding career path with diverse opportunities for professional development 

• Internal training to support your growth and enhance your skills 

• An inclusive working environment that encourages creativity, curiosity, and celebrates success! 

Weekly Hours: 36.67 

CLOSING DATE:  September 16, 2024

AREA OF RESPONSIBILITY:

Reports to Supervisor, Accounting, Prepares and analyses a variety of financial statements, reports and related documentation for internal and external stakeholders as it relates to the Current, Reserve and Trust Funds. Responsible for the data compilation and analysis of all asset data inventory to ensure compliance with the revised Public Sector Accounting Board’financial reporting standards (PSAB 3150).

• Responsible for the monthly reconciliation of the City’s bank accounts. This often requires coordination with other departments.
• Responsible for the preparation, analysis and the timely and accurate entry of the City’s financial information into the General Ledger. Ensure that journal entries are accurate and in accordance with Generally Accepted Accounting Principles (GAAP), Public Sector Accounting Board (PSAB) as well as the City’s policies and procedures.
• Prepare and analyze annual Financial Statements and Financial Information Return schedules to be used by internal and external stakeholders.
• Prepare and analyze various monthly, quarterly and annual reports for all City funds. Reports must be accurate and timely as they are distributed to all levels of management.
• Provide information for Statistics Canada Quarterly Surveys. Compile and analyze Annual Statistics Canada Report.
• Analyze monthly balance sheet accounts. Obtain backup, investigate issues and take necessary corrective action.  Analysis requires communication with various departments as well as third parties.
• Responsible for chart field maintenance in the PeopleSoft General Ledger and Project Costing modules.
• Prepare monthly and annual government statutory remittances including but not limited to the Employer Health Tax (EHT) and Harmonized Sales Tax (HST).
• Review A/P Payment Requisitions, Purchase Orders and Invoices for correct coding and asset classification.
• In conjunction with Payroll, process payroll journals via the PeopleSoft Financial and HRMS system interface.
• Process monthly employee Meal and Mileage Allowances.
• Responsible for the maintenance of employee and external vendors in the PeopleSoft Financial system.
• Responsible for the administration of the City’s travel request and reimbursement process while ensuring the adherence of the corporate policies and guidelines.
• Process financial transactions for internal and external investments in the General Ledger and analyze related balance sheet accounts.
• Responsible for the creation of project id’s and set up project information in the PeopleSoft Project Costing module.
• Capital Budget analysis and upload.
• Generate reports on asset cost and depreciation. Provide all ad hoc reports related to tangible capital assets. 
• Process and analyze asset inventory information submitted by operating departments.
• Analyze project costs to determine the correct accounting treatment.
• Provide input on policies and business procedures related to Tangible Capital Asset accounting.
• Provide ongoing training to operating departments on Tangible Capital Asset financial policies and procedures through formal training sessions.
• Prepare accounting data for year-end Tangible Capital Asset schedules. Will be required to  take corrective action when required.
• Performs additional similar and related duties as assigned.

SELECTION CRITERIA:

• High School (Grade 12) graduation plus an additional program of three to four years in Economics, Finance or equivalent.
• Over two (2) years, up to and including four (4) years of related experience.
• Completion of CPA (Chartered Professional Accountant) PREP or 4th level CGA (Certified General Accountant) or completion of all eligibility required topics for CMA (Certified Management Accountant) entrance examination or equivalent.
• Strong knowledge of PeopleSoft Accounts Payable, Purchasing, General Ledger, Asset Management and Project Costing modules and PSAB/GAAP.
• Demonstrated experience with Microsoft Office Suite applications.
• Demonstrated accuracy and attention to detail.
• Exceptional written and verbal communication and interpersonal skills with an emphasis on customer service.
• Demonstrated time management skill.

 **Various tests and/or exams may be administered as part of the selection criteria.

Interview:  Our recruitment process may be completed with video conference technology.

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time

How you'll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.

• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You know that details matter. 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.

• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.

• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.

• 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 [email protected]

• 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.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Westmount-Sherbrooke&Victoria

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Banking, Building Trust, Communication, Credit, Financial Products, Investments, Lending (Inactive), Relationship Building, Teamwork

The Financial Coordinator is accountable for providing transactional support for a process within an accounting cycle. Specific accountabilities include validation and processing of expense reports, p-card logs and time and labour hours.

KEY DUTIES & RESPONSIBILITIES

• Validates completeness and accuracy of time and labour hours and follows up on missing information to ensure timely processing.
• Reconciles the PCard Log to the PCard Statement, ensures completeness and accuracy, reviews supporting documentation, follows upon on missing information, and ensures proper authorization has been received.
• Pulls supporting documentation as directed by Finance for audit support
• Files processed documents according to the various filing categories within the established time frame
• Sorts, date stamps and distributes incoming mail on a daily basis.
• Other duties as assigned.

FINANCE SPECIFIC SCOPE/DEFINITION

Portfolio Scope/Complexity

• High volume, recurring, routine and basic transactional processing

Complexity of Accounting

• Requires basic understanding of project coordination, purchasing and accounting systems.

Involvement in Full Cycle Accounting

• Transactional support for a process within an accounting cycle (i.e. processing expense reports, p-card logs and time and labour reports)

Preparation of Financial Information

• Gathers data for data processing
• Minimal reporting – i.e.  p-card suspense log, missing time and labour reports, and other ad hoc reporting

Reporting Audience/User of Financial Information

• Internal vertical reporting
• External suppliers

Audit Support

• Files and retrieves documentation for audit support
• Documentation is reviewed prior to submission

Operations vs. Strategic Decisions

• Basic policy adherence decisions

Problem Solving

• Identification of non-compliance items
• Vendor dispute resolution
• Coding discrepancies

Interaction with Client/Management

• Significant interaction with internal operations team
• Interaction with vendors

EDUCATION, JOB-RELATED YEARS OF EXPERIENCE & QUALIFICATIONS

MINIMUM EDUCATION: Community college diploma or equivalent training (e.g. RPA, CET)

JOB-RELATED EXPERIENCE: More than one year up to three years

Knowledge & Skills

• Advanced knowledge of current purchasing and payables accounting systems and MS Office suite of software
• Ability to process high volume data with accuracy
• Ability to communicate clearly with colleagues and vendors for the purpose of data clarification and exchange, and follow up
• Ability to identify non-compliance items (i.e.) insufficient authorization, missing signature
• Ability to make basic policy adherence decisions
• Ability to resolve vendor disputes
• Ability to identify data discrepancies – (i.e.) coding, validation

Licenses and/or Professional Accreditation

• None required
• Demonstrates interest in pursuing a career in Accounting. Explores potential licenses and professional accreditation options

Reporting to the City Manager, the CFO leads a dedicated team while managing the strategic direction and day-to-day operations of the Corporate Services division. As a key member of the Executive Leadership Team, the CFO oversees three departments with approximately 200 employees, providing strategic leadership for City programs and services and demonstrating robust financial stewardship.

Responsibilities

• Leadership & Oversight: Manage the Corporate Financial Services Division, including Financial Services, Land, Real Estate, & Economic Development, and Assessment & Property Revenue Services. Ensure alignment with the City's mission, vision, and values.
• Strategic Financial Planning: Develop sustainable financial plans, secure long-term financing, and manage large-scale capital projects with budget management, cost-benefit analysis, and forecasting.
• Business Transformation: Lead the Planning, Budgeting & Analysis Project to improve processes and ensure efficiency and better alignment between the City’s Planning and Budgeting Activities.
• Stakeholder Relationships: Foster productive long-term relationships with diverse stakeholders, including City Council, ensuring transparency and effective communication.
• Change Management: Facilitate a shift from transactional services to strategic partnerships, motivating employees to embrace a proactive and robust approach.

Qualifications and Experience

• Education: Minimum of a Professional Accounting Designation, Finance, Public Management, Urban Planning, or related discipline. A master's degree and public sector accounting experience are assets.
• Experience: At least 7 years of senior-level experience in municipal, provincial, or federal government settings or in major, multi-divisional corporate structures.
• Skills & Abilities: Expertise in change management, complex problem solving, strategic decision-making, financial management, and business transformation. Strong communication, negotiation, and presentation skills. Proven ability to lead strategic initiatives and foster a high-performance culture.

Key Competencies

• Strategic Development & Implementation: Craft and execute strategies aligning with organizational goals.
• Financial Management: Ensure operational efficiency and fiscal responsibility.
• Change Management: Guide organizations through transitions, fostering adaptability.
• Political Acumen & Corporate Governance: Navigate political dynamics and ensure accountability and ethical conduct.
• Executive Leadership: Sponsor and oversee major projects to successful outcomes.

Why Join Us?

This is an exciting opportunity to make a significant impact on the financial sustainability and strategic direction of our city. As DCM & CFO, you will lead a dedicated team, drive transformational projects, and work closely with City Council and other stakeholders to shape the future of our community.

How to Apply: If you are a dynamic leader with a passion for driving organizational excellence, we invite you to apply by providing your resume to [email protected] ; Max Morin Director of Client Delivery at DHR Global.

Additional Requirements

• Successful candidate may be required to obtain and provide a satisfactory criminal record check, as per the City of Regina's Criminal Record Check Policy.

• Successful candidate will be required to provide proof of acquired education

We are looking for an energetic, entrepreneurial professional who is experienced wearing multiple hats. Ability to handle a wide range of administrative and executive support related tasks while working independently with little supervision. Well organized, flexible and enjoys the administrative challenges of supporting an office of diverse people. Strong Oracle, Unifier and Excel skills are required.

What will I be doing?

• Conducts financial and contract analysis to support and maintain adherence to strategy and develops reports and presentations utilizing analytical findings that support planning and decision-making.
• Creates and manages department KPIs for Commercial Management Leadership and Senior Management review and action.
• Analyzes financial architecture and policies to develop, manage and coordinate financial, contract development and administration, and establish related procedures and processes that are consistent with company policy and sound business practices, including:
• Analyzing financial policy surrounding operations of the system 
• Supporting audits of the system and control framework development
• Supporting financial testing reviews of the system design and reports (e.g., transaction flows, Unifier, IOP testing, etc.)
• Conducting analyses and developing reports for Senior Management 
• Plans, develops, coordinates, and monitors contract spend.     
• Identifying, assessing, and recommending solutions for financial issues that impact capital and operating contracts
• Developing forecasts and financial information, including reconciling and processing invoices, expenses for individual lines of business, and tracking information for accruals. Will identify any discrepancies and recommend solutions as needed
• Recommending alternative courses of action to address threats to project completion
• Managing the “close-out” phase of contracts, ensuring all contract terms and conditions have been met and that payments due have been processed
• Analyzes administrative, operational, and/or project-related processes and procedures and develops and implements streamlined solutions for identified inefficiencies
• Prepares and formats monthly, quarterly, and “ad-hoc” financial reports from various sources of information, including statistical information. 
• Drafts and formats various other documents for internal or external audiences using templates and general guidelines.
• Maintains databases and electronic document management systems.
• Additional department administrative support, documents processing, and financial administration duties as assigned
• Develop and implement robust process monitoring systems to track key performance indicators (KPIs) and identify areas for improvement.
• Analyze data and performance metrics to identify trends, patterns, and opportunities for optimization.
• Lead cross-functional teams to develop and implement process improvements, ensuring alignment with organizational goals and objectives.
• Collaborate with stakeholders to define performance targets and establish benchmarks for success.
• Conduct regular audits and assessments to evaluate process effectiveness and compliance with standards and regulations.
• Identify and mitigate risks associated with process changes, ensuring minimal disruption to operations.
• Provide coaching and mentorship to junior team members on process improvement methodologies and best practices

What Skills and Qualifications Do I Need?

• Completion of a post-secondary College diploma program in Business Administration, Finance, Commerce, Economics – or a combination of education, training and experience deemed equivalent
• Demonstrated experience in analyzing financial architecture, financial planning and analysis, administering and negotiating contracts, and project management 
• Financial analysis, accounting principles and practices, government policy development and decision making processes, forecasting methodologies, and mathematical modelling or computer programming
• Organizational and analytical skills to coordinate a number of competing priorities under pressure to meet scheduled commitments
• Proficiency in MS Office (e.g. Outlook, Word, Excel, PowerPoint, etc.)
• Oral/written/presentation skills to develop reports and presentations to internal stakeholder and senior Management
• Experience with lean methodologies an continuous improvement an asset. 
• Experience with Power platform (BI, query) an asset
• Experience with Oracle EBS and Oracle Unifier and asset

09/13/2024

Address:

39 Manitoba Street East

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
• Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Supports the achievement of sales and performance targets.
• Develops and implements a relationship management plan to meet the needs of client.
• Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Executes work to deliver timely, accurate, and efficient service.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• 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.
• CFP designation preferred or one of the following:
• Personal Financial Planner (PFP) designation,
• Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
• Financial Planning I & II (FP I & II).
• Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
• Advanced working knowledge of financial industry.
• 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.

Starting salary is $55,000 plus upward commission potential

$42,300.00 - $78,400.00

The Fleet Services Pay Specialist will support the non routine pay audit process for our brokers & drivers.

How You'll Help:

• Review, audit non routine pay requests
• Send all non routine pay requests for processing
• Manage and own all non routine pay rules
• Responsible for orientation reimbursement process [brokers paid for for diver training]
• Manage reimbursement for random drug testing and road tests when applicable
• Manage premium pay for US partner carrier trucks
• Tracking and reporting on non routine pay trends
• Identifying non compliance with respect to non routine pay policies and outlininging where additonal training may be needed
• Other duties as assigned by manager

Your Skills & Experience:

• Minimum of secondary education, with preference of post-secondary education (general stream), or a combination of education and experience.
• Previous Transportation or operational experience is preferred, various roles within transportation would be beneficial
• Communication skills - advanced
• Computer skills – accuracy, MS products, TruckMate, web based programs
• Demonstrated customer relationship skills
• Strong conflict resolution skills
• Able to work deadlines in high transactional environment
• Ability to champion business needs in a collaborative manner to colleagues
• Ability to review data and manage reports
• Results focused
• English, other languages an asset 
• Able to work with little supervision
  
  If you’re chosen for the role, you’ll be asked to provide reference and criminal background checks before employment. You’ll only be contacted if you’re selected for an interview.