给finance 的同学贴几个工作,BMO & CIBC (BMO.com, cibc.com)

梅子

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Customer Service Representative, Full Time, Ottawa, Ontario ? ATDMA12482

Job Description

At BMO Financial Group, we believe in our people, and we provide them with a positive environment in which they can reach their full potential. As one of North America's highly diversified financial services providers, we are always looking for new and exciting ways to serve our clients. It is a dynamic work environment that makes good business sense.

Customer Service Representative

You have previous customer service experience in the retail or financial services industry. You are an efficient, organized individual who is committed to exceeding customer expectations. You will accurately process financial transactions including deposits, withdrawals, cheque cashing, currency exchange and wire payments. In addition to this, you will utilize relationship selling techniques to ensure that customer needs are met.


Qualifications
You have:

Previous customer service experience
Excellent communication and interaction skills
Detail oriented and accurate

We value our employees. Join us and

Cultivate your skills through our life long learning initiatives
Strengthen your RRSP portfolio with our competitive Employee Share Ownership Plan
Choose your coverage with our flexible benefit plan

BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted.

At BMO Financial Group, we are committed to diversity and equitable opportunity for all individuals.
 

梅子

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China Strategy Analyst - Investment Banking Group ? RLBCD13658

Job Description

At BMO Financial Group, we believe in our people, and we provide them with a positive environment in which they can reach their full potential. As one of North America's highly diversified financial services providers, we are always looking for new and exciting ways to serve our clients. It is a dynamic work environment that makes good business sense.


BMO Nesbitt Burns is currently expanding its presence in investment banking and advisory services relating to China. We are focused on the following lines of business:
- advising Chinese companies on investing in North American businesses, including by way of acquisitions of North American public and private companies;
- advising Canadian companies on entry strategies into China;
- financing Chinese companies on North American Stock Exchanges; and
- foreign exchange and trade finance opportunities between Canada, US and China.

A China Strategy Analyst (“CSA”) would support our North American Investment & Corporate Banking Group offices in Toronto, Calgary, Vancouver, Chicago and Houston and our representative offices in Beijing, Shanghai and Guanzhou. The CSA would work in the Investment & Corporate Banking Group of BMO Nesbitt Burns in Toronto. The CSA would work as a member of a variety of client and transaction teams. Duties include translation services, researching specific companies and industries, discounted cash flow analyses, general financial modeling, maintaining specific data bases, assisting on written presentations, advising on best practices and approaches when BMO interacts with Chinese clients and numerous other corporate finance and mergers & acquisitions activities.

The Analyst program is considered extremely demanding and competition for Analyst positions is intense. The Investment & Corporate Banking Group is looking for highly motivated individuals with extremely strong academic and analytical skills, integrity and a commitment to excellence. Preference will be given to those students with a concentration in finance, accounting or economics and with specific Chinese skills and/or experience.

Qualifications
- Must have experience in Chinese Financial Industry, and Investment Banking
- Knowledge of BMO Nesbitt Burns would be an asset
- Minimum of a Bachelor in Business Administration or Commerce
- Proficient in English and Mandarin, spoken and written
- Proficient in MS Office Programs particularly Word, Powerpoint and Excel


BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted.

At BMO Financial Group, we are committed to diversity and equitable opportunity for all individuals.
 

梅子

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第一个很适合本科的同学去,这个工作不需要法语,不要什么经验,而且这是银行工作里面做容易的,做得好的,很快就能到 financial advisor (or better). 银行工作待遇都不是很差,而且有的发展。

good luck :)
 

zaizai

野蛮的淑女--YoYo
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梅子真好~
 

梅子

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8用谢:D
楼上的楼上,请你仔细看,我在标题就有说明, www.bmo.com
 

梅子

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就是teller,银行里最容易做的,你要是有这方面的经验,找银行其他部门的工作也就容易很多。我有个同学上学的时候做part time 在cibc, 不到一年,毕了业很快就转到TD做financial planner。
做teller, 挣的也不算少,25k 一年,加上各种奖金benefit, stock bonous, 对刚毕业或在校生来说不差拉,而且,full time才工作30多个小时, 可以了。:)
 

梅子

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http://www.cncglobal.com/view/js_job_order_details.asp?jo_uid=75451&SiteID=1040


Details

Job Role Category: Business Analyst
Platform: BUSINESS SYSTEMS ANALYSTS
Position Type: Contract
Duration: 4 months
Location: Ottawa, Ontario, Canada


"Must have" skills:
(These are skills that are absolutely required by the employer/client.)


Business Analysis - (3-5Y)
Requirements Analysis - (2-3Y)
Business Requirement Documentation - (3-5Y)
Presentation - (3-5Y)
Communication Skills - (>5Y)
Enhanced Security Clearance - (>5Y)


"Nice to have" skills
(These are skills the employer/client would like to have, but would be willing to go without.)


EDMS environment - (3-5Y)
BASEL Experience - (3-5Y)
Financial Industry Experience - (3-5Y)
MS Office - (3-5Y)
Description
Our government client has an immediate requirement for a Business Analyst to become a key team member within their Project Management Group (PMG) and work with business user teams, management and staff from the IM/IT team, as well as various third party contractors, on an as required basis. The initial focus of the Business Analyst is expected to work with the EDMS/Basel teams, key business leads and contractors, to document business requirements that are detailed, accurate and complete. The business analyst should ideally have an understanding of the LiveLink product suite, specifically in relation to its EDMS and Workflow applications. The Business Analyst should also have sufficient knowledge of these technologies to facilitate the selection or modification of these or supplementary technologies to satisfy the detailed business requirements. The requirements will be completed in a timely pragmatic manner, as directed by the Project Manager and/or Senior Director.
 

梅子

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Title of Position: Financial Analyst



Length of Assignment: Contract



Job Description:



To provide financial advice and detailed financial plans concerning the strategic management of funds, cash flow and investment opportunities to assist in the financial management of the company


Mandatory Qualifications:



Provides financial expertise in the review and analysis of financial information for resource allocation, management of short-term cash flow, control and reporting, expenditure and revenue justification, and project costing;

Develops detailed financial plans and reports by collecting data, identifying financial goals and objectives, analyzing financial history and records, preparing financial tables, evaluation financial performance indicators, researching investment opportunities, etc.;

Conducts research and analysis to support variety of activities, such as risk analysis and assessment, financial performance and overhead projections;

Recommends financial proposals concerning the strategic management of funds and cash flow, projections on accounts receivable and payable, short-term investment planning, insurance coverage and retirement planning;

Liaises with investment brokers, trust officers, investment underwriters and mortgage brokers to investigate possible, viable sources of investing the company’s funds;

Follows workplace operating and environmental, health and safety procedures and guidelines.


Desirable Qualifications:



Bilingualism in English and French an asset

Security clearance an asset


The Business and Technology Services Division of Calian augments customer workforces with flexible short and long-term placements of individuals and teams, provides access to critical recruiting capabilities and delivers outsourcing services for a variety of technical and professional functions. Our core competencies are top-notch recruiting and effective management of employees in the field. We offer a full range of services, from administrative support for short-term requirements to teams of trainers, IM/IT specialists or health service providers for contracts of up to 10 years in length.

Calian is proud to be the only company of our kind in Canada to become an accredited silver member of the National Quality Institute (NQI) - an independent, not-for-profit organization that is the Nation's leading authority on workplace excellence.

To send your resume for this position, please email thscareers@calian.com
 

梅子

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Job Number - J0705-1230 - Full Time
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Title: Customer Service Representative - BANK & QUEEN BRANCH, OTTAWA
Category Customer Service/Customer Associates
City OTTAWA, Ontario, Canada
Job Location BANK & QUEEN BRANCH
Posting Date (dd/mm/yyyy) 29/07/2005

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Job Description/Accountabilities Business Unit Description:
Retail Markets is at the heart of all the service offerings we provide. CIBC delivers financial services to more than 5.9 million Retail and 460,000 Small Business customers in Canada. Lending, deposit, investment products and other banking services are offered through our extensive branch network, as well as through our rapidly expanding electronic channels such as Telephone, ABM and Internet Channel.

With approximately 1,130 branches, close to 270 Business Advisory Teams and the largest ABM network in Canada, Branch and Small Business Banking is key to the long-term success of Retail Markets and CIBC as a whole. Our dedicated professionals are committed to making CIBC the number one retail bank in Canada by delivering a seamless customer experience. We provide a full range of financial services to our customers, from personal and business deposit accounts, to mortgages, investments and personal and business lending products.

Key Accountabilities / Activities:
As the primary point of contact and ?ace of CIBC?for many CIBC customers, the Customer Service Rep provides exemplary customer service by serving all customers quickly, professionally and efficiently and recognizing the appropriate time to proactively position CIBC products and services. Improve customer loyalty by identifying opportunities to promote banking products and transaction services to better meet customer needs, fulfilling or referring the opportunity, as appropriate.

Creating a positive customer experience by understanding and meeting customers?service needs quickly, professionally and accurately is the primary responsibility of the Customer Service Representative.

Major Activities:

1. Understand and meet all customers?immediate service needs quickly, professionally and accurately.
?Greet customers, utilizing Customer Courtesy Code with every interaction.
?Determine customer need and process each customer transaction, seeking authorization as required.
?Process transactions accurately, efficiently and within prescribed transactional entry processing benchmark, collecting service charges, when appropriate. Typical transactions will include receiving deposits, cashing cheques, handling over-limits ABM requests and coin orders, selling drafts/money orders/travellers cheques, cables, foreign currency, cheque certification and processing payments.
?Provide information to customers (e.g. interest rates, service charges, alternative delivery channels, basic accounts).
?Resolve customer problem in professional and understanding manner, utilizing Customer Problem Resolution Code every time a customer shares a concern. Refer the situation appropriately.
?Relay customer feedback on service.
?Be stewards of the Branch Experience.

2. Actively promote CIBC banking products and transaction services that might better meet customer needs.
?Look for opportunities to suggest products and services, probing as required to identify suitable banking product/service. Use appropriate tag-on.
?Explain the benefits and features and how options might better meet their needs and expectations, answering basic questions and providing additional information as required.
?Where time permits, demonstrate how to use transaction service and electronic channel options, providing additional information as warranted and sign up customer.
?Recognize sales opportunities, fulfill and close sale for basic products such as VISA and COPS where time permits, or refer to appropriate sales person for follow-up.

3. Balance cash holdings, branch clearings, debits and credits and foreign exchange.
?Process and balance all debits and credits in the prescribed manner.
?Balance cash holdings within prescribed time period and cash difference benchmark.

4. Keep up to date on relevant CIBC products, services, programs, policies and procedures.
?Use communication vehicles such as Circulars and Manuals, CIBC Today and the Branch Banking website.
?Participate in team meetings/huddles, workshops and individual coaching sessions.
?Create a personal development plan and update quarterly.
?Complete activities committed to in the personal development plan.

5. Ensure that security measures are in place at all times.
?Maintain custody of cash holdings within authorized guidelines.
?Maintain appropriate custody of depository contents (branch and banking machine) throughout the verification and balancing process.
?Lock cash drawer and keep passwords confidential.
?Adhere to guidelines on Hold Funds, Money Laundering etc., advising leader of any security concerns.

6. Perform additional duties, as required.
?Serve as branch ambassador, greeting customers entering premises to determine their needs, assisting and directing them as required.
?Maintain bulk supply of cash/coin, prepare cash parcels and order cash for branch.
?Act as ABM/night deposit custodian, retrieving cards/passbooks, clearing coin, cash, cheques and jams and ensuring ABM s is well stocked.
?Train other staff to perform CSR duties.
?Assist with processing of customer information files (e.g., change of address).
?Maintain joint custody of combinations, engraved forms, keys, etc.

Requirements:
?Developed interpersonal/influencing skills sufficient to quickly develop a rapport with customers, uncover their needs, explain products/services/policies/procedure, sign up customer for service/product, refer to a sales person and handle customer concerns. In general, create a positive customer experience and build strong working relationships with team members.
?Well-developed knowledge of transaction processing including debits and credits, handling and balancing cash, foreign currency transactions etc., in order to process all CIBC customers?transactions quickly and accurately.
?Developed knowledge of CIBC? basic products and transaction services sufficient to explain/demonstrate options and convince customer to sign up for product/service.
?Working knowledge of products and services sold by other branch staff and various segments, sufficient to recognize opportunities, probe for additional information and make appropriate referral.
?Basic knowledge of CIBC policies, operational procedures /guidelines/codes (e.g., handling cash & negotiable securities, engraved forms, joint custody) sufficient to handle customer queries/transactions efficiently, while minimizing risk/loss to CIBC.
?Developed computer literacy sufficient to access customer information, including business information available on the Intranet, process transactions and demonstrate ABM functionality.

Attributes:
Service Oriented
Thorough
Interpersonal Understanding
Initiative
Results Orientation
Teamwork and Partnering

Special conditions:
- This is a regular full time position. ( Monday-Friday )

APPLICATION INSTRUCTIONS:

1. Resumes must be submitted online only, through the (RMS) Recruitment Management System.

2. Late submissions will not be accepted.

3. If you are a CIBC employee and wish to refer someone for this position, please register your referral as per the Talent Scout guidelines. Your referral must apply through the website.

4. CIBC thanks all applicants for their interest however only those selected for an interview will be contacted.


CIBC is an equal opportunity employer. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. CIBC does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable federal, state or local law.


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Skills Transaction Processing
Agile/Adaptable
Conceptual Thinking
Impact & Influence
Initiative
Interpersonal Understanding
Results Orientation
Teamwork & Partnering
Thorough
Cash & Negotiable Instrument Control
CIBC Knowledge
Compliance
Computer Literacy
Influencing & Negotiating
Interpersonal Relations
Learning Agility
Problem Solving & Decision Making
Sales
Time & Self Management
Account Inquiries
 

梅子

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Job Number - J0705-1150 - Part Time
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Title: Sales Assistant (Contract)
Category Brokerage
City Ottawa, Ontario, Canada
Job Location Ottawa
Posting Date (dd/mm/yyyy) 27/07/2005

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Job Description/Accountabilities Business Unit Description:
CIBC Wealth Management is focused on providing excellence in relationship-based advice, service and product solutions that meet our clients?needs. We have a comprehensive offer that addresses the full spectrum of wealth building clients, from self-directed investors to high net worth private wealth individuals to institutional clients.

In distribution, we have achieved number one or two position in key categories, including full service brokerage, branch-based advice and online brokerage. In products, we are industry leaders in managed solutions, with the #1 mutual fund wrap program and #1 separate account program and, with $36 billion in assets under management through our three Mutual Fund families, CIBC, Talvest, and Renaissance, we are the third largest mutual fund provider in Canada and second among banks.

With over 2500 fully licensed advisors in our distribution network and over $190 billion in total assets under administration, CIBC Wealth Management is among the top wealth management providers in Canada. Our goal is to lead the industry, holding market-leading positions in key wealth areas.

CIBC Wood Gundy is the full-service retail investment division of CIBC World Markets, providing professional advice to individual investors and small businesses in Canada. Established in 1905, CIBC Wood Gundy has been providing personalized advice and financial solutions for Canadian investors for nearly a century. With the acquisition in November 2001 of Merrill Lynch Canada? retail brokerage, CIBC Wood Gundy has moved to the number one spot amongst Canadian brokerage firms and now has 1400 fully licensed Investment Advisors - more than any other brokerage firm in Canada. Total clients assets are $97 billion (as at May 2004).

CIBC Wood Gundy? services include professional retirement, estate and financial planning. The investment products we offer range from mutual funds to bonds, equities, options, insurance, asset management services, cash management accounts and more. A variety of accounts and fee options are offered to meet the different needs of clients.

Key Accountabilities / Activities:
To harmoniously function within a team environment consisting of a senior managing (one or more) IA, AIA?, IAA?.

- To be engaged in all marketing and business development activities which are designed to facilitate the accumulation of assets, by identifying, attracting and converting prospects into clients of the Team.
- To develop investment plans and written proposals for prospects and clients.
- To deploy assets into suitable financial products based on the client? risk/reward tolerances and demographic profile.
- To proactively service clients and address investment related questions.
- To nurture relationships with existing clients that would promote the natural referral of associates, friends and family members.

Requirements:
- An entrepreneurial spirit and a desire to work within a team dedicated to client service excellence
- Superior ?eople-person?skills
- Successfully passed Canadian Securities Course (CSC) & Conduct & Practice Handbook (CPH)
- Outstanding written and verbal communication skills
-Business experience in the investment industry, B.Comm. or equivalent
- Familiarity with CIBC compliance policy, procedures and products a definite asset

Special conditions:
- You must have prior legal authorization to work in the location for which you are applying.
- Relocation assistance is not available with this opportunity.


CIBC is an equal opportunity employer. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. CIBC does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable federal, state or local law.


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Skills Analytic/Systematic Thinking
Interpersonal Understanding
Relationship Building
Teamwork & Partnering
Business Communication
 

梅子

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Job Number - J0705-1092 - Full Time
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Title: Personal Banking Representative - In-Store
Category Sales/Sales Support
City Ottawa, Ontario, Canada
Job Location Ottawa West Region
Posting Date (dd/mm/yyyy) 26/07/2005

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Job Description/Accountabilities Business Unit Description:
Retail Markets is at the heart of all the service offerings we provide. CIBC delivers financial services to more than 5.9 million Retail and 460,000 Small Business customers in Canada. Lending, deposit, investment products and other banking services are offered through our extensive branch network, as well as through our rapidly expanding electronic channels such as Telephone, ATM and Internet Channel.

Made up of President's Choice Financial, the off-premise ABM network, bank@work and BizSmart, the Amicus Division of Retail Markets is focused on growing CIBC's presence in the Canadian marketplace by delivering remote banking capabilities and leveraging multiple brands and multiple channels.

As a branchless direct offer, Amicus provides remote banking capability to over a million clients and holds more than $10 billion in funds under management, with both numbers growing daily. Concentrated on achieving the best results for our clients and shareholders, the Amicus Division team is destined to be a key contributor to the Retail Markets' goal of becoming the best retail bank in Canada.

Key Accountabilities / Activities:
Application Instructions:

1. Resumes must be submitted online only, through the (RMS) Recruitment Management System.
2. Late submissions will not be accepted.
3. CIBC thanks all applicants for their interest, however only those selected for an interview will be contacted.

As our ideal candidate, you enjoy selling and providing customer service within a retail environment. The type of person who isn? afraid to approach potential customers in the grocery aisle, you will take pride in introducing customers to a unique way of banking, proactively promoting, selling and delivering a wide range of banking products/services. Confident and enthusiastic, you will feel the thrill of closing a deal, as you achieve aggressive sales targets by recognizing sales opportunities, and by analyzing and interpreting customer inquiries to identify needs.

Requirements:
A proven track record in sales
An outgoing and enthusiastic personality that thrives on proactive selling in a retail sales environment
Results orientation and time management skills
The ability to deal with unresponsive clients in a professional manner
Strong influencing and negotiating skills to confidently analyze needs and recommend the appropriate product offer, overcome objections and close the sale
Strong communication skills and self-management skills
A high comfort level working in a PC Windows environment

Preference will be given to applicants possessing 1 year or more of sales experience in the retail and/or financial industry.

Special conditions:
- Flexible to work 37.5 hours per week
- Must be willing to work a flexible work schedule including days, evenings and weekend shifts
- Mobile to travel within the city and surrounding areas on an occasional basis
- Ability to adapt to constantly changing and shifting priorities and demands
- Standing for extended periods

Please note that our variable compensation plan for this position includes base salary plus commission. In addition, a comprehensive training program is provided for all new employees.

ADDITIONAL INFORMATION:

We are conducting an external search concurrently.


CIBC is an equal opportunity employer. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. CIBC does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable federal, state or local law.


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Skills Promoting Products
Retail Experience
Relationship Management
Confident
Creative/ Innovative Thinking
Results Orientation
Teamwork & Partnering
Business Communication
Client Needs Analysis
Computer Literacy
Influencing & Negotiating
Interpersonal Relations
Sales
Time & Self Management
 
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