Equitable Life of Canada – Virtual Sales Representative – Asian Markets (Mandarin) – Ontario

Company: Equitable Life of Canada

Location: Ontario

Expected salary:

Job date: Wed, 26 Mar 2025 03:07:36 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Virtual Sales Representative, MGA/Asian MarketsReports To: Virtual Sales Vice President, Individual SalesDepartment: Individual Sales
Term: Permanent Full-Time
Location: CanadaWork Arrangements: You will work from your home office 100% of the time. Sales related roles may be required to travel based on the assignment. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis.The Opportunity: ​​ The Virtual Sales Representative is a critical sales role within our Individual Life and Health Insurance division. Through partnership with the external Director, Insurance Sales; in this role you will be responsible for business development and account management of life insurance focused advisors across the MGA/Asian Markets marketplace. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable within assigned territories.This role will have a focus on the MGA/Asian Markets channel across Canada.What you will be doing:​

  • Partner with the external Director, Insurance Sales
  • Develop and maintain strong relationships with insurance focused advisors through proactive activities within assigned territories
  • Meet or exceed sales targets and grow the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI) within assigned territories
  • Build relationships with producers through 1 on 1 discussions, seminars and case consultation.

What you will bring:​

  • ​​Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
  • Minimum 5 years of financial industry experience, with experience in marketing to firms and advisors in a life insurance environment
  • Excellent negotiation skills
  • Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
  • Superior time management and organizational skills
  • Highly developed interpersonal, analytical and presentation (written and oral) skills
  • must have the ability to travel to various locations for meeting and/ or events as required

What’s in it for you:

  • A high-performance and rewarding culture and experience
  • Annual vacation allowance, and company-paid benefits program
  • Immediate enrollment into the company’s pension program with employer matching
  • Discounts on company products and service and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Customer Service Representative (Cantonese & Mandarin) – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $33850 – 44000 per year

Job date: Fri, 21 Mar 2025 08:23:06 GMT

Job description: Application Deadline: 03/29/2025Address: 291 Spadina AvenueJob Family Group: Retail Banking Sales & ServiceDelivers 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:Cantonese & Mandarin Speaking Candidates Preferred * 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).

Salary: $33,850.00 – $44,000.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:About UsAt 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 .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.

BMO is looking for a candidate to join their Retail Banking Sales & Service team at the 291 Spadina Avenue branch. The candidate should deliver exceptional service to customers, identify their needs, provide financial solutions, and refer customers to BMO colleagues when necessary. The candidate should have strong interpersonal skills, be proficient in using digital tools, and have a passion for helping customers. The salary range for the position is $33,850.00 – $44,000.00. BMO offers a comprehensive total compensation package including health insurance, tuition reimbursement, and retirement savings plans. Candidates who are fluent in Cantonese & Mandarin are preferred, and no prior experience is necessary. BMO is committed to creating an inclusive and accessible workplace.

Home Concierge – Personal Support Worker (PSW)(Servicing Downtown Toronto)(Must speak Mandarin or Cantonese) – Toronto, ON

Company: Home Concierge

Location: Toronto, ON

Expected salary: $19.13 – 21.93 per hour

Job date: Thu, 20 Feb 2025 23:56:36 GMT

Job description: PSW Servicing Downtown Toronto (Must speak Mandarin or Cantonese)Casual – Flexible hours to suit your scheduleHome Care – You will be working in the community providing one on one care to members in their homeAbout us:Home Concierge provides personalized care to our members in their own home. Founded in 2019 Home Concierge is a fast-paced high growth company with a growing team of entrepreneurial leaders seeking to revolutionize what service excellence means in the private-pay, home care space.About the role:As a Personal Support Worker, you will follow a personal care plan aimed at supporting the independence of our members. You will assist with the activities of daily living that include everything from personal care, to grooming and exercise.The members receiving care are predominantly seniors who want to live and age at home. You may also provide care to youths and younger adults. The care is provided in shifts of 2 hours or more and you may be required to travel to more than one location during the working day.Hours are not guaranteed and are on a casual as needed basisHourly Rate: $19.13 – $21.93Position Type:

  • Casual
  • Potential for full time hours
  • Must be available for a minimum of 10 hours a week

Benefits:

  • Mobile Stipend
  • Quarterly Retention Bonus of $250
  • Health Spending Account (Based on Hours Worked)
  • Meal Vouchers
  • Employee Referral Bonus of $150
  • Reimbursement of Pre-Employment cost up to $100
  • Premium of $6 on 1 hour shifts

Responsibilities:

  • Caring for members in their own homes.
  • Responsible for assisting with activities of daily living (ADL), including personal hygiene and basic care.
  • Observe and report any changes in the member’s status to the Concierge and Director of Operations.
  • Supporting members in additional areas such as meal prep, laundry, changing sheets, vacuuming, dusting, sweeping, mopping, etc.
  • Participating with member in customized activities
  • Escorting seniors to appointments or to the grocery store (transportation would be coordinated).

What do you need to qualify?

  • Must be a graduate from a recognized Personal Support Worker program, Health Care Aide Program, or an International Educated Nurse
  • Level 1 First Aid, CPR / AED Certificate.
  • Must be able to lift up to 40 lbs.
  • Must be able to walk, sit and stand for an extend period of time
  • Must be able to bend, reach and lift
  • Must be able to carry and transport object of various sizes up to 25 lbs.
  • Recent experience working with geriatrics, long-term care, or home services required.
  • Excellent relationship building skills and the ability to engage and support the seniors you care for – experience caregiving / fostering relationships with seniors is a plus
  • Excellent communicator, resilient, & flexible to meet the changing priorities
  • Ability to resolve contentious or sensitive issues or situations independently
  • Ability to maintain confidentiality of client information
  • Own a smartphone
  • Valid G class drivers’ license, valid automobile insurance
  • Familiarity with retirement industry resources is considered an asset
  • Must be available for a minimum of 10 hours a week
  • Must have a minimum of 2 Covid-19 Vaccines
  • OPSWA or HSCPOA preferred
  • Must Speak Mandarin or Cantonese

Covid-19 precautions:

  • Remote interview process
  • Personal Protective Equipment Provided
  • Daily Screener to be completed by both Team Members and Members
  • Virtual Meetings

Why Work for Home Concierge?Be a part of making history: As a founding team member, you play a role in shaping the future of the business and the people we serve and are provided the opportunity for growth into new roles as the business grows.Help members retain their lifestyle in their home: Your role as a PSW at Home Concierge positively impacts each client you work with, enabling them to remain independent & age gracefully in the home they know & loveBe part of shaping the future of senior care: Canada will need over 800,000 long-term care beds by 2050 – over 2.5 times what we have now. By reinventing at-home care, you are developing a sustainable solution to ensure the wellbeing of Canada’s aging populationYou are supported in & rewarded in your work: Working at Home Concierge comes with a strong support network of coordinators and mentors, competitive salary and benefits including a unique rewards system designed to motivate you based on the amount of services you provide to our members.You have room to grow as a leader: The PSW position develops leadership skills & provides opportunities for career progression to management roles within our rapidly growing firmYou are supported by cutting edge technology: The Home Concierge app puts scheduling, payment, and client profile access at your fingertips – keeping you one step ahead as you deliver first class careHome Concierge is committed to the success of all its employees. If you feel you need accommodations because of illness or disability, please do not hesitate to contact Human Resources at gabriella@thehomeconcierge.ca at your earliest convenience.If Home Concierge sounds like the place for you, let’s talk. Please submit your application at https://www.thehomeconcierge.ca/careers to join our team!You may also contact Gabriella Buczok, Regional Recruiter at gabriella@thehomeconcierge.caApplicants may receive a link to complete a video interview.We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Home Concierge – Personal Support Worker (PSW)(Servicing Markham)(Must Speak Mandarin or Cantonese)(Must be a driver) – Markham, ON

Company: Home Concierge

Location: Markham, ON

Expected salary: $19.13 – 21.93 per hour

Job date: Thu, 20 Feb 2025 23:54:27 GMT

Job description: PSW Servicing Markham (Must speak Mandarin or Cantonese) (Must be a Driver)Casual – Flexible hours to suit your scheduleHome Care – You will be working in the community providing one on one care to members in their homeAbout us:Home Concierge provides personalized care to our members in their own home. Founded in 2019 Home Concierge is a fast-paced high growth company with a growing team of entrepreneurial leaders seeking to revolutionize what service excellence means in the private-pay, home care space.About the role:As a Personal Support Worker, you will follow a personal care plan aimed at supporting the independence of our members. You will assist with the activities of daily living that include everything from personal care, to grooming and exercise.The members receiving care are predominantly seniors who want to live and age at home. You may also provide care to youths and younger adults. The care is provided in shifts of 3 hours or more and you may be required to travel to more than one location during the working day.Hours are not guaranteed and are on a casual as needed basisHourly Rate: $19.13 – $21.93Position Type:

  • Casual
  • Potential for full time hours
  • Must be available for a minimum of 10 hours a week

Benefits:

  • Mobile Stipend
  • Quarterly Retention Bonus of $250
  • Health Spending Account (Based on Hours Worked)
  • Meal Vouchers
  • Employee Referral Bonus of $150
  • Reimbursement of Pre-Employment cost up to $100
  • Premium of $6 on 1 hour shifts

Responsibilities:

  • Caring for members in their own homes.
  • Responsible for assisting with activities of daily living (ADL), including personal hygiene and basic care.
  • Observe and report any changes in the member’s status to the Concierge and Director of Operations.
  • Supporting members in additional areas such as meal prep, laundry, changing sheets, vacuuming, dusting, sweeping, mopping, etc.
  • Participating with member in customized activities
  • Escorting seniors to appointments or to the grocery store (transportation would be coordinated).

What do you need to qualify?

  • Must be a graduate from a recognized Personal Support Worker program, Health Care Aide Program, or an International Educated Nurse
  • Level 1 First Aid, CPR / AED Certificate.
  • Must be able to lift up to 40 lbs.
  • Must be able to walk, sit and stand for an extend period of time
  • Must be able to bend, reach and lift
  • Must be able to carry and transport object of various sizes up to 25 lbs.
  • Recent experience working with geriatrics, long-term care, or home services required.
  • Excellent relationship building skills and the ability to engage and support the seniors you care for – experience caregiving / fostering relationships with seniors is a plus
  • Excellent communicator, resilient, & flexible to meet the changing priorities
  • Ability to resolve contentious or sensitive issues or situations independently
  • Ability to maintain confidentiality of client information
  • Own a smartphone
  • Valid G class drivers’ license, valid automobile insurance
  • Familiarity with retirement industry resources is considered an asset
  • Must be available for a minimum of 10 hours a week
  • Must have a minimum of 2 Covid-19 Vaccines
  • OPSWA or HSCPOA preferred

Covid-19 precautions:

  • Remote interview process
  • Personal Protective Equipment Provided
  • Daily Screener to be completed by both Team Members and Members
  • Virtual Meetings

Why Work for Home Concierge?Be a part of making history: As a founding team member, you play a role in shaping the future of the business and the people we serve and are provided the opportunity for growth into new roles as the business grows.Help members retain their lifestyle in their home: Your role as a PSW at Home Concierge positively impacts each client you work with, enabling them to remain independent & age gracefully in the home they know & loveBe part of shaping the future of senior care: Canada will need over 800,000 long-term care beds by 2050 – over 2.5 times what we have now. By reinventing at-home care, you are developing a sustainable solution to ensure the wellbeing of Canada’s aging populationYou are supported in & rewarded in your work: Working at Home Concierge comes with a strong support network of coordinators and mentors, competitive salary and benefits including a unique rewards system designed to motivate you based on the amount of services you provide to our members.You have room to grow as a leader: The PSW position develops leadership skills & provides opportunities for career progression to management roles within our rapidly growing firmYou are supported by cutting edge technology: The Home Concierge app puts scheduling, payment, and client profile access at your fingertips – keeping you one step ahead as you deliver first class careHome Concierge is committed to the success of all its employees. If you feel you need accommodations because of illness or disability, please do not hesitate to contact Human Resources at gabriella@thehomeconcierge.ca at your earliest convenience.If Home Concierge sounds like the place for you, let’s talk. Please submit your application at https://www.thehomeconcierge.ca/careers to join our team!You may also contact Gabriella Buczok, Regional Recruiter at gabriella@thehomeconcierge.caApplicants may receive a link to complete a video interview.We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Home Concierge – Personal Support Worker (PSW)(Servicing North York)(Must Speak Mandarin or Cantonese) – North York, ON

Company: Home Concierge

Location: North York, ON

Expected salary: $19.13 – 21.93 per hour

Job date: Thu, 20 Feb 2025 23:46:22 GMT

Job description: PSW Servicing North York (Must speak Mandarin or Cantonese)Casual – Flexible hours to suit your scheduleHome Care – You will be working in the community providing one on one care to members in their homeAbout us:Home Concierge provides personalized care to our members in their own home. Founded in 2019 Home Concierge is a fast-paced high growth company with a growing team of entrepreneurial leaders seeking to revolutionize what service excellence means in the private-pay, home care space.About the role:As a Personal Support Worker, you will follow a personal care plan aimed at supporting the independence of our members. You will assist with the activities of daily living that include everything from personal care, to grooming and exercise.The members receiving care are predominantly seniors who want to live and age at home. You may also provide care to youths and younger adults. The care is provided in shifts of 2 hours or more and you may be required to travel to more than one location during the working day.Hours are not guaranteed and are on a casual as needed basisHourly Rate: $19.13 – $21.93Position Type:

  • Casual
  • Potential for full time hours
  • Must be available for a minimum of 10 hours a week

Benefits:

  • Mobile Stipend
  • Quarterly Retention Bonus of $250
  • Health Spending Account (Based on Hours Worked)
  • Meal Vouchers
  • Employee Referral Bonus of $150
  • Reimbursement of Pre-Employment cost up to $100
  • Premium of $6 on 1 hour shifts

Responsibilities:

  • Caring for members in their own homes.
  • Responsible for assisting with activities of daily living (ADL), including personal hygiene and basic care.
  • Observe and report any changes in the member’s status to the Concierge and Director of Operations.
  • Supporting members in additional areas such as meal prep, laundry, changing sheets, vacuuming, dusting, sweeping, mopping, etc.
  • Participating with member in customized activities
  • Escorting seniors to appointments or to the grocery store (transportation would be coordinated).

What do you need to qualify?

  • Must be a graduate from a recognized Personal Support Worker program, Health Care Aide Program, or an International Educated Nurse
  • Level 1 First Aid, CPR / AED Certificate.
  • Must be able to lift up to 40 lbs.
  • Must be able to walk, sit and stand for an extend period of time
  • Must be able to bend, reach and lift
  • Must be able to carry and transport object of various sizes up to 25 lbs.
  • Recent experience working with geriatrics, long-term care, or home services required.
  • Excellent relationship building skills and the ability to engage and support the seniors you care for – experience caregiving / fostering relationships with seniors is a plus
  • Excellent communicator, resilient, & flexible to meet the changing priorities
  • Ability to resolve contentious or sensitive issues or situations independently
  • Ability to maintain confidentiality of client information
  • Own a smartphone
  • Valid G class drivers’ license, valid automobile insurance
  • Familiarity with retirement industry resources is considered an asset
  • Must be available for a minimum of 10 hours a week
  • Must have a minimum of 2 Covid-19 Vaccines
  • OPSWA or HSCPOA preferred
  • Must speak Mandarin or Cantonese

Covid-19 precautions:

  • Remote interview process
  • Personal Protective Equipment Provided
  • Daily Screener to be completed by both Team Members and Members
  • Virtual Meetings

Why Work for Home Concierge?Be a part of making history: As a founding team member, you play a role in shaping the future of the business and the people we serve and are provided the opportunity for growth into new roles as the business grows.Help members retain their lifestyle in their home: Your role as a PSW at Home Concierge positively impacts each client you work with, enabling them to remain independent & age gracefully in the home they know & loveBe part of shaping the future of senior care: Canada will need over 800,000 long-term care beds by 2050 – over 2.5 times what we have now. By reinventing at-home care, you are developing a sustainable solution to ensure the wellbeing of Canada’s aging populationYou are supported in & rewarded in your work: Working at Home Concierge comes with a strong support network of coordinators and mentors, competitive salary and benefits including a unique rewards system designed to motivate you based on the amount of services you provide to our members.You have room to grow as a leader: The PSW position develops leadership skills & provides opportunities for career progression to management roles within our rapidly growing firmYou are supported by cutting edge technology: The Home Concierge app puts scheduling, payment, and client profile access at your fingertips – keeping you one step ahead as you deliver first class careHome Concierge is committed to the success of all its employees. If you feel you need accommodations because of illness or disability, please do not hesitate to contact Human Resources at gabriella@thehomeconcierge.ca at your earliest convenience.If Home Concierge sounds like the place for you, let’s talk. Please submit your application at https://www.thehomeconcierge.ca/careers to join our team!You may also contact Gabriella Buczok, Regional Recruiter at gabriella@thehomeconcierge.caApplicants may receive a link to complete a video interview.We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Personal Banking Associate Mandarin and Cantonese Speaking – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $35000 – 52000 per year

Job date: Fri, 07 Feb 2025 02:58:58 GMT

Job description: Application Deadline: 02/19/2025Address: 2330 Kennedy Road, Unit EJob Family Group: Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transaction-based needs with seamless execution.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications: * Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

  • Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) – as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic specialized knowledge.
  • Verbal & written communication skills – Good.
  • Organization skills – Good.
  • Collaboration & team skills – Good.
  • Analytical and problem solving skills – Good.

Salary: $35,000.00 – $52,000.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:About UsAt 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 .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.

BMO Financial Group is seeking a Retail Banking Sales & Service representative at their branch located at 2330 Kennedy Road, Unit E. The role involves delivering exceptional service to customers, identifying their needs, offering financial solutions, and collaborating with BMO partners to enhance the customer experience. The position requires involvement in various operational activities, as well as meeting transaction-based needs. Ideal candidates should have 1-2 years of relevant experience, be knowledgeable about personal banking products, possess good communication and organizational skills, and have a passion for helping customers. The salary for this position ranges from $35,000 to $52,000 and includes benefits such as health insurance, tuition reimbursement, and retirement savings plans. BMO promotes inclusivity and encourages diversity in the workplace.

International Institute for Sustainable Development – Project Manager (Mandarin language required) – Ontario

Company: International Institute for Sustainable Development

Location: Ontario

Expected salary:

Job date: Sun, 09 Feb 2025 02:47:22 GMT

Job description: About IISDThe International Institute for Sustainable Development (IISD) is an award-winning independent think tank working to accelerate solutions for a stable climate, sustainable resource management, and fair economies. Our work inspires better decisions and sparks meaningful action to help people and the planet thrive. We shine a light on what can be achieved when governments, businesses, non-profits, and communities come together. IISD’s staff of more than 300 experts come from across the globe and from many disciplines. With offices in Winnipeg, Geneva, Ottawa, and Toronto, our work affects lives in nearly 100 countries.About the PositionIISD is seeking an outgoing, motivated, and highly organized individual to join our team as a project manager to support the Secretariat International Support Office (SISO) of The China Council for International Cooperation on Environment and Development (CCICED). CCICED is an international research project on the environment and development. CCICED’s teams of international and Chinese experts and researchers conduct studies that serve as the foundation for annual policy recommendations to the Government of China.In addition to being a strong project manager, the incumbent must be a fluent or native speaker of Mandarin. The successful candidate will have experience in supporting projects throughout the project life cycle, with a strong background in supporting the operations, logistics, budgeting, and reporting of donor-funded projects.ResponsibilitiesProject Support

  • Support the identification and development of key project and program-wide best practices, tools, and processes.
  • Develop strategic systems to improve effective planning, scheduling, and communication among and across projects.
  • Foster robust project file management, documentation, and reporting procedures to support project teams.
  • Promote continuous team-based learning opportunities to improve project management capacity, efficiency, and synergy.
  • Develop and deliver updates and customized reporting to the Project Lead to enable informed strategic decision making.

Planning and Monitoring:

  • Plan and monitor timelines, milestones, delivery deadlines, and outputs using project management tools and collaborate with team members to optimize systems.
  • Develop, refine, and track project budgeting with the support of the project management and accounting teams.

Event Management and Logistics

  • Lead the efficient, cost-effective, and timely organization of travel logistics for the project team and project stakeholders.
  • Coordinate and implement the operational and logistical planning of major events in close coordination with external project stakeholders.
  • Support the coordination of regular stakeholder meetings, online and in-person.

Project Implementation and Donor Reporting

  • Support on projects from the proposal stage: work with project leads to issue budgets, translate them into the funder format, and provide any financial/corporate information requested.
  • Liaise with funders to receive grant agreements and process them once received, and liaise with the program’s financial analyst to collect authorized signatures.
  • Assist in project implementation, including work plan and budget development and adjustment, communication with partners, contracting, evaluation, and reporting.
  • Handle, allocate, and approve project expenses to the appropriate budget in accordance with IISD’s policies.
  • Compile financial records and prepare funder reports of various project activities under supervision.

Required Skills and Qualifications

  • Fluency in English and Mandarin is a requirement.
  • 3+ years of experience working as a project administrator or manager.
  • Bachelor’s or higher degree, preferably with a focus on accounting, business administration, or project management.
  • High level of proficiency with MS Office, including Excel.
  • Experience working in fast-paced, multi-project environments.
  • Excellent communications skills and the ability to work in an interactive way with stakeholders from different contexts, countries and backgrounds.

Location: Canada (EST zone only) (Hybrid where IISD has offices (Ottawa & Toronto), Remote in Germany, Portugal, or the United Kingdom. Please note that only candidates located and with the right to work in these geographies will be considered.Salary: Salary commensurate with experience and locationCanada: CAD 55,000 – 65,000Germany: EUR 46,000 – 54,000Portugal: EUR 36,000 – 43,000UK: GBP 39,000 – 43,000Type of Employment: Full-timeStart date: ASAPApplication deadline: Friday, January 21, 2025 at 4 PM CST or until the position is filledCandidates must hold appropriate work authorization for locations where they expect to be based without any sponsorship from IISD.Application ProcedureAll submissions must be in English.Applications will only be accepted through Bamboo HR.

  • A CV (no longer than two pages)
  • A one-page letter of motivation

(optional)Only those candidates we wish to interview will be contacted. Resumes will be kept on file for 1 year.IISD is committed to fostering a more equitable and sustainable world and welcomes candidates who uphold our values of diversity, equity, and inclusion. In addition, to correct the conditions of social injustice and disadvantage in employment around the world, we encourage candidates from historically marginalized groups, including women, Indigenous Peoples, people with disabilities, people from different racial and ethnic backgrounds, and those who identify themselves as 2SLGBTQIA+, to apply for this position. Preference will be given to the equity-deserving groups during the hiring process. We offer reasonable accommodations in our recruitment process and seek applicants’ advice on how best to accommodate their needs. Please self-identify and answer our employment equity questionnaire on our applicant tracking system when you apply.IISD does not discriminate on the basis of age, gender, caste, ethnicity, religion, colour, disability, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status.#LI-Remote