OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG is seeking an experienced Associate Vice President (Manager) to join our Deal Advisory team in Region West. Within Deal Advisory, KPMG Corporate Finance Inc. is the OSC regulated entity through which KPMG LLP's investment banking services are provided in Canada. KPMG's Corporate Finance services are principally comprised of merger, acquisition and divestiture advisory services and financing services including raising debt and equity capital. We offer independent financial advisory and investment banking services to both private and public companies. Acting independently of financing sources, we provide clients with pure, objective advice, focusing on strategies that can help meet corporate objectives. We have an extensive international network of over 2,600 corporate finance professionals working from 160 offices in 86 countries thus providing KPMG Corporate Finance with a broad local reach and established contacts. What you will doAs an experienced Associate Vice President, Corporate Finance, you will report to our Vice Presidents and Managing Directors. You are a self-starter who has an interest in mergers and acquisitions and capital markets and will bring your experience to deliver transactions for our clients. Your accountabilities will be but not limited to; Conduct market and industry research, detailed financial analysis and business valuations Draft pitch books, teasers, confidential information memorandums (CIM) and other Merger & Acquisition deliverables Assume responsibility for the day-to-day execution and delivery of service on a range of corporate finance and deal advisory projects Assist in the identification of potential acquisition targets, purchasers and/or investors Assess the business environment and key drivers specific to the company and its sector Prepare and review financial models Manage, mentor and train junior corporate finance professionals Undertake engagement and practice management responsibilities, including billings and adherence to professional practice requirements Lead proactive business development and deal initiation activities At times, business needs arise, and employees are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job. Likewise, employees need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role CPA, CBV and/or CFA designation preferred 4 - 6 years of relevant post-graduate experience, in Corporate Finance, or a related field e.g. transaction advisory, investment banking, commercial/corporate banking, private equity, management consulting, or corporate development Proven track record of project initiation/execution in a fast-paced professional setting Strong technical finance proficiency, including knowledge of financial statements and general accounting principles Demonstrated experience or ability in training and developing junior staff members Excellent written and verbal communication skills Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

Senior Private Banker

BMO, Edmonton, AB

Application Deadline: 06/21/2024Address: 10175 101 Street NWJob Family Group:Wealth Sales & ServiceDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures.Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.Provides superior service to an assigned portfolio of clients with the objective of becoming their trusted advisor.Leads a deal team to meet client needs when acting as the lead relationship manager.Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance and addresses any issues.Ensures high quality of information obtained to support decisions.Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.Negotiates appropriate pricing using discretion where required to build a profitable portfolio.Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.Applies financial planning skills and concepts against each client's personal and financial situation.Acts as an ambassador to enhance BMO's reputation in the market.Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.Performs sales and service support activities to meet client needs and maintain overall service levels.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.Working knowledge of Personal and Commercial credit and non-credit products.In-depth sales and client service skillsIn-depth business development skills with successful track recordExpert relationship management skills.Able to work independently, resolving complex or ambiguous issues or situations.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$68,000.00 - $126,000.00Pay Type: Salaried & CommissionThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.