Overview of salaries statistics of the profession "Private Client Lawyer in Canada"

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 Law Tax Litigation & Dispute Resolution section assists companies and individuals to protect against, prepare for, and respond to challenges by the tax authorities. KPMG Law is involved in each stage of the tax dispute - from pre-litigation to litigation in provincial and federal courts and tribunals. We are currently seeking an experienced associate lawyer with five to seven years of experience for our Montreal office to assist our tax dispute and litigation practice throughout Canada. The candidate will sometime be required to travel to our Toronto Office to assist on various tax matters. What you will do Conduct legal research and prepare legal procedures (submissions, representations and pleadings) Assist with the preparation of and actively participate in trials before the federal and Quebec courts; Advise clients on the tax dispute resolution process and represent clients with tax authorities; Assist clients in responding to federal and provincial audits; Prepare notices of objection and written representations to the Canada Revenue Agency and Revenue Quebec; Prepare legal opinions with respect to the tax consequences of transactions, and performing post-transaction audits for tax efficacy and litigation risk. At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need extra time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role Bachelor of Laws and Master of Taxation (or the equivalent) with admission to the Quebec Bar; Five to seven years of tax dispute and litigation experience gained at a leading law firm; Knowledge of Quebec Court procedures (essential) and Tax Court of Canada procedures; Strong written and verbal communication; Resourcefulness and high level of autonomy; Bilingualism is necessary to communicate with French and English clients, regulators, KPMG staff and other stakeholders. 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 . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .

A career as part of our Environmental, Social, and Governance (ESG) Reporting team will provide you the opportunity to work with some of the most influential organizations to build trusted reporting that they and their stakeholders can use for decision making. Corporate reporting of the future won't just be about financials - it must also include what's most meaningful to a broad range of the organization's most influential stakeholders and provide the information they require for making decisions related to what's most important to them. Identifying what's material to stakeholders, along with the accuracy, consistency and comparability of reporting, aligned to standard setter and regulatory body expectations is therefore critical to developing and delivering ESG reporting that can be trusted and relied upon.ESG is at the top of the agenda for many organizations and most are at different stages in understanding how they should respond. As part of our team, you'll focus on helping organizations to develop their ESG reporting to respond to their own reporting ambitions as well as evolving reporting and regulatory standards, such as those issued by the ISSB, SEC, CSA and CSRD. You'll work with clients to help them align their ESG reporting with their ambitions and reporting obligations and support them in implementing reporting policies, processes, controls and systems to measure progress for consistent and accurate reporting. Working with our established team that includes economists, natural scientists, engineers and finance and accounting professionals - you'll also have the opportunity to help clients not only achieve compliance but also identify broader opportunities for enhancing enterprise value through transformation of strategy and operations.Meaningful work you'll be part of Our ESG Reporting professionals help organizations effectively report on ESG in a way that aligns with recognised standards and frameworks as well as future proofing reporting for anticipated regulatory change. We support clients on their journey to elevate existing reporting to investor grade and assurance ready reporting. We're helping organizations tell a clear, concise and trusted story of how they're future proofing their business by making them more resilient and sustainable. As Capital Market & Accounting Advisory services - ESG Reporting Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Developing and maintaining a deep understanding of ESG reporting standards and frameworks and the global regulatory reporting requirements • Establishing relationships with key management responsible for the development and delivery of ESG reporting within the organisation. • Supporting the development of thought leadership on emerging trends in ESG reporting for distribution within PwC and also with our clients • Work closely with the rest of the ESG reporting team to establish PwC points of view, interpretations and implementation guidance for the application of ESG reporting standards • Engaging in complex technical advisory assignments on the application of ESG standards to a client's specific circumstances, working hand-in-hand with other ESG specialists across PwC • Analyzing complex technical accounting issues related to ESG • Providing subject matter expertise related to ESG reporting to other professionals within PwC and to our clients • Being aware of and being a source of knowledge for emerging trends in ESG reporting within Canada and globally and helping to develop PwC service offerings and solutions to capitalise on market trends • Play a leading role in in complex, multi-disciplinary projects related to ESG reporting design and implementation - often supporting several projects at a time • Developing a reputation as a subject matter expert with clients and other key stakeholders in the Canadian market. Building close relationships with regulators, standard setters and key influencers of ESG reporting requirements. Experiences and skills you'll use to solve• Experience in developing and leading complex engagements of multi-disciplinary capabilities to solve clients financial and non-financial accounting and regulatory reporting issues • Experience in building relationships with key management responsible for external regulatory reporting including financial and non-financial reporting • Qualified Canadian CPA or equivalent reciprocal/recognized designation • Deep knowledge of ESG reporting standards and frameworks and the expected upcoming regulatory reporting trends. • A broad understanding of the role of ESG reporting and governance in enhancing enterprise value and the linkages that ensure reporting aligns with both regulatory requirements as well as business strategy • Excellent written and verbal communication skills to articulate new ideas and prepare reports and other documents for presentation to senior client executives and boards • Highly detail oriented with excellent organizational and analytical skills; an ability to think broadly and to identify linkages and trends in data, facts and other information to uncover insights and deliver quality to our clients • Share and collaborate effectively with others, building relationships which are genuine and rooted in trust • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.

A career in Deals Valuation, will provide you with the opportunity to help organisations unlock greater value from existing assets and ongoing capital expenditures as well as new acquisitions, investments, and complex corporate arrangements. We focus on a series of services, such as acquisition and disposal valuation advice including deal pricing and negotiation support, strategic value consulting for improvement of corporate and capital management decisions, financial modelling and value analysis. In short, upon being a member of our team, you will support clients to make profound strategic decisions, better conduct business transactions and decisions, appropriately allocate capital investment, and satisfy regulatory requirements with professional skills and in-depth industry knowledge. Meaningful work you'll be part of As an Insurance Claims Senior Associa te, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Consult with claimants/policyholders, counsel and representatives of insurance companies; • Prepare detailed analysis of accounting records and other personal and corporate financial information; • Complete research and investigation related to the claim using the internet and various other internal resources; • Present analysis and research using Microsoft Excel, Microsoft Word, and Lotus Notes; and • Assist in the preparation and presentation of loss quantification reports and/or loss review (critique) to lawyers (both plaintiff and defense counsel) and/or insurance adjusters/claims managers. Experiences and skills you'll use to solve: • Successful completion of a finance related Undergraduate Degree/College Diploma. • Completion of an Accounting designation is required. • Solid understanding of accounting concepts. • Analytical and logical frame of mind. • Strong research skills. • Ability to prioritize and manage deadlines on multiple engagements simultaneously. • An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work. •A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This purpose-led work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.

The Capital Markets Accounting Advisory Services team ("CMAAS") at PwC is a team committed to supporting clients through moments of exceptional change by providing accounting advisory services. These services include accounting advice to our clients through acquisitions and divestitures, accounting change, ESG reporting, restructuring and capital transactions, such as IPOs, and digital transformation projects. A career within CMAAS will provide you with the opportunity to be responsible for complex financial reporting issues around transactions and other transformational events. You'll tackle client's needs with a solution-oriented approach that creatively addresses complex financial reporting problems for high profile transactions and you'll have significant interaction with senior company management, teams, bankers, lawyers and other advisers. Meaningful work you'll be part of As a n Accounting and Transaction Advisory Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Support in leading the team and our clients through capital market transactions ( e.g. IPO readiness, prospectuses, Business Acquisition Reports, pro forma financial statements, etc.) and various accounting change projects including GAAP conversion in contemplation of a transaction, implementation of accounting policy changes and new accounting standards, and ESG reporting • Support our Deals teams with accounting implications on specific transactions ( i.e. buy side, sell side, valuations, business combination, consolidation accounting, divestitures, etc.) • Work with project teams and our clients to prepare or review accounting whitepapers, diagnostic reports, complex accounting calculations, quarterly/annual financial statements and management reporting to drive insights • Take a leading role in developing an understanding of our clients' specific issues and contributing to the development of the appropriate project plan and deliverables to meet their needs • Coach others, recognise their strengths, and encourage them to take ownership of their personal development • Work flexibly and respond promptly to ad hoc requests by clients • Focus on the details of the project as well as quality • Use a broad range of tools and techniques to extract insights from current trends in business areas • Assist in project management component of client relationships • Uphold the firm's code of ethics and business conduct Experiences and skills you'll use to solve • Experience managing teams in either financial accounting and reporting, a deals environment, or in public company audits • Qualified Canadian CPA or equivalent reciprocal/recognized designation • A strong technical knowledge of IFRS, US GAAP and ASPE • Emerging technical knowledge of ESG non-financial reporting frameworks, including TCFD, ISSB and GRI is beneficial • Demonstrated ability to communicate effectively and professionally with clients and the team both verbally and in written communications in relation to complex issues and project status • Strong Microsoft Office (Word, Excel, etc.) and an aptitude for technology and innovation are an asset • The ability to build relationships and to integrate with client teams working under tight deadlines • Strong analytical and problem-solving skills and an ability to work through complex and challenging client projects • Demonstrated ability to work in a multi-tasked, fast-paced and changing project-based environment with the flexibility to work overtime where client deadlines are tight • The ability to work independently and in a team environment • Demonstrated ability to work on multiple engagements and engagement types concurrently • A coachable individual, open-minded and dedicated to self-improvement, career development and development of others •A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectivesWhy you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.

The Capital Markets Accounting Advisory Services team ("CMAAS") at PwC is a team committed to supporting clients through moments of exceptional change by providing accounting advisory services. These services include accounting advice to our clients through acquisitions and divestitures, accounting change, ESG reporting, restructuring and capital transactions, such as IPOs, and digital transformation projects. A career within CMAAS will provide you with the opportunity to be responsible for complex financial reporting issues around transactions and other transformational events. You'll tackle client's needs with a solution-oriented approach that creatively addresses complex financial reporting problems for high profile transactions and you'll have significant interaction with senior company management, teams, bankers, lawyers and other advisers. Meaningful work you'll be part of As an Accounting and Transaction Advisory Senior Associate , you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Support the team and our clients through capital market transactions including IPO readiness, and other market transactions (i.e. BAR Reports, pro forma financial statements) • Support the team and our clients through various accounting change projects including GAAP conversion in contemplation of a transaction, implementation of accounting policy changes and new accounting standards, and ESG reporting • Support our Deals teams with accounting implications on specific transactions (i.e. buy side, sell side, valuations, business combination, consolidation accounting, divestitures, etc.) • Work with the team and our clients to prepare complex accounting calculations, quarterly/annual financial statements and management reporting to drive insights • Research technical accounting matters as required by the manager • Work with the team and our clients to prepare accounting whitepapers / diagnostic reports in a structured way • Work flexibly and respond promptly to ad hoc requests by clients • Focus on the details of the project as well as quality • Be able to work collaboratively, internally within the team and externally with clients • Use a broad range of tools and techniques to extract insights from current trends in business areas • Assist in project management component of client relationships • Uphold the firm's code of ethics and business conduct Experiences and skills you'll use to solve • A strong knowledge of IFRS, US GAAP and ASPE is desirable • Qualified Canadian CPA or equivalent reciprocal/recognized designation • Emerging technical knowledge of ESG non-financial reporting frameworks, including TCFD, ISSB and GRI is beneficial • Strong Microsoft Office (Word, Excel, etc.) and an aptitude for technology and innovation are an asset • Excellent written & verbal communication skills and interpersonal skills that allow you to thrive in a team environment and communicate status of projects proactively • The ability to build relationships and to integrate with client teams working under tight deadlines • Strong analytical and problem-solving skills and an ability to work through complex and challenging client projects • Demonstrated ability to work in a multi-tasked, fast-paced and changing project-based environment with the flexibility to work overtime where client deadlines are tight • The ability to work independently and in a team environment • Demonstrated ability to work on multiple engagements and engagement types concurrently • A coachable individual, open-minded and dedicated to self-improvement and career development • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives PwC BC Region Pay Range Information The salary range* for this position is $58,400 - $97,500 plus individuals may be eligible for an annual bonus payment. Actual compensation within the range will be dependent upon your skills, experience, qualifications and geographic location. *Please note that the salary range for this position is reflected for our British Columbia region. Given our national recruiting approach, we recruit (and may hire) in other regions and therefore the salary range may differ depending on the work location. PwC is committed to competitive compensation and sharing salary ranges in accordance with applicable pay transparency legislation as they arise. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritize in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an integral member of a successful and growing private-client discretionary wealth management team, your role as a Associate Wealth Advisor and Financial Planner is to deliver high value customized advice and wealth management strategies to High Net-Worth (HNW) clients. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.Harp Dhillon GroupBusiness Delivery & Operational ManagementWork with our team and other experts in our Financial Planning and Estate Planning group to prepare comprehensive plans to meet clients specific needs in the areas of financial, investment, retirement and risk management.Work with clients and provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.Deliver presentations to clients, COIs, prospects, and educate business owners about wealth management options/strategies, or recent developments (budget changes, taxes, etc.)Promote and support a work environment that inspires innovation, creativity, collaboration and diversityMaximize outcomes by actively contributing to the clients peace of mind and the teams business development pursuitsDevelop strong internal and external networks and referral sources.Client & Relationship ManagementDevelop strong internal and external networks and referral sources (ie, Bank professionals, Accountants, Lawyers, etc.)Ability to foster and strengthen existing high/ultra-high net worth client relationships is criticalHelp clients and their professional accountants for year-end tax filing prep.Ensuring that each and every client is benefiting from tax minimizing options available to them (Inc. RRSPs, TFSA, IPPs, RCAs Spousal loans, Trusts and insurance strategiesMaintaining up to date records of clients net-worth and cash flow statementsReviewing Tax returns (T1, T3 etc.) to look for tax planning opportunities and working with their professional accountants and lawyers for implementation of the suitable optionsWorking with clients to achieve their charitable and legacy planning goalsAbility to make a difference and lasting impactMust-haveCPA designationA minimum of 5+ years of relevant industry experienceExperience interacting with High-Net-Worth clients.Nice-to-haveIn-depth tax courseA background in one of the following areas would be considered an asset:Tax manager with a reputable accounting firmSimilar role with another investment dealerFinancial PlannerCFP DesignationOther Finance DesignationsLife Insurance DesignationsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:745 THURLOW ST:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-27Application Deadline:2024-05-25Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Overview As one of the fastest growing cities in Canada, City of Surrey is a globally recognized leader in building vibrant, sustainable communities through technology and innovation. City of Surrey employees are talented innovators, inspired by meaningful work and the opportunity to drive our city-and their careers-forward. Build a City. Build a Future at the City of Surrey. Employment Status Exempt - Regular Full-Time Scope Reporting to the Director, Realty Services, the Realty Asset Manager is responsible and accountable for managing the City's real estate portfolio including the disposition of real property, negotiation of new leases and lease renewals, road closures, coordination of tenant improvement projects, working with and managing external providers, consultants and other agencies on various projects and the preparation of budgets. The Realty Asset Manager maintains an excellent working relationship with residential and commercial tenancies, and initiates on-going cost-saving measures and develops new revenue opportunities. Responsibilities • Manages relationships with residential and commercial tenants. • Negotiate and document all aspects of real estate asset management services for the City, including agreements for leasing projects, agreements for the disposition of real property and other agreements such as licenses for telecommunication sites to generate revenue. • Manage lease contract preparation for projects by liaising with lawyers, real estate brokers, landlords, land surveyors, fee appraisers, project planners, consultants, and various user groups. • Oversee the City's rental portfolio and rental management contract. • Provide real estate advice and counsel to Senior Management within the organization to assist with business and operational decisions. • Provide input and recommendations in evaluating consultant selections, project tendering and strategic initiatives. • Work with external consultants such as appraisers, engineers, commercial brokers, land surveyors, environmental consultants and others with construction projects, renovations and/or maintenance projects. • Initiate and develop partnerships with public and private sector agencies to acquire, lease or sell property interests. • Assist the Director, Realty Services with the preparation and management of the Division's operating budget, recommending cost saving or revenue generating opportunities. • Develop and maintain key external stakeholder relations with Ministries, non-profit organizations, and others, and participate on various committees, as assigned. • Carry out responsibilities in accordance with health and safety requirements. Immediately report unsafe situations by notifying supervisor or other appropriate personnel. • Manage a staff of 4 regular full-time staff (property agents) within the Realty Asset Management Section and 2 full-time staff within the Administration Section. • Manages demolitions. • Maintains an Asset Management Plan for the City's residential and commercial inventory. • Performs other related duties as assigned. Qualifications • Degree from a recognized post-secondary institution in Business Administration, Urban Land Economics, Real Estate or a related field. An equivalent combination of education, training and experience will also be considered. • 7 years of progressively responsible related experience • Formal professional or technical designation, such as AACI, RI, IRWA, MRICS, RPA, FRI(E), would be an asset. • Demonstrated knowledge of Local Government Act, real estate laws, legal contracts, rights-of-way instruments, real estate appraisals, and lease and contract terms. • Demonstrated knowledge of selling or leasing properties. • Basic knowledge of current social issues such as homelessness within the City of Surrey. • Excellent negotiation, mediation and conflict resolution skills and ability to negotiate contracts, mediate disputes and resolve conflict situations. • Demonstrated ability to effectively lead and direct external consultants, and other stakeholders from project inception to completion. • Demonstrated knowledge of capital and operating budget control and related fiscal management. • Demonstrated ability to operate independently and as a member of a team. • Demonstrated organizational skills and the ability to multi-task. • Project management experience and/or land development experience would be an asset. • Excellent written and oral communication, interpersonal and relationship building skills. • Sound knowledge and understanding of the principles, and practices of property management. • Considerable knowledge of building structures and systems and an ability to recognize deficiencies and prepare summaries of work required. • Ability to build consensus with multiple stakeholders, often with conflicting agendas; display tact and diplomacy to deal with a broad range of professions and community stakeholders. Other Information Pay Grade: M3 - $130, 501 - $153, 530 Conditions of Employment Successful applicants must provide proof of qualifications. Closing Date This job will be posted until April 5, 2024. Our Values Integrity - Service - Teamwork - Innovation - Community

Application Deadline: 04/21/2024Address:1250 boul Rene Levesque OuestDevelops, 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.Bilingualism French and EnglishMust 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.Financial Planning accreditation IQPF required or in the process of completionWorking 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-depthCompétences pour la prise de décisions fondées sur les données - compétences approfondies.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:7Job Category:Individual Contributor / CollaborateurWe'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.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.

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's ESG Legal Risk Services practice provides technical and legal advice to support clients' sustainability strategies, provides guidance to enhance ESG reporting practices, and mitigates legal risk. Core services include Core services include ESG legal risk / disclosure reviews (e.g. greenwashing), supply chain due diligence (e.g. modern slavery support), Indigenous ESG strategies and frameworks, ESG strategies, programs and reporting, as well as training and development for management, executives, and boards. Our ESG Legal Risk & Disclosure practice in Calgary is seeking a junior or mid-level Lawyer to support the delivery of ESG and sustainability strategy, performance, and disclosure-related services to public and private sector clients across a range of industries. What you will do Execute the delivery of ESG Legal Risk services under multiple ESG and regulatory frameworks (e.g., ISSB, CSRD, OSFI and SEC) and risk areas (e.g., compliance, legal, financial, strategic, reputational). Conduct legal applicability analysis of various forms of ESG legal and regulatory compliance requirements. Assist clients in developing ESG governance, strategies, roadmaps and workplans, programs, initiatives, processes and policy documents. Conduct benchmarking, current state and gap assessments, internal and external interviews, and engagement activities, as well as research and analysis of relevant risk and opportunity areas. Prepare and deliver presentations and reports to clients detailing observations, recommendations, using visuals and graphics to summarize trends, results, and data. Review, draft, and propose amendments to contracts and other commercial agreements. Educate clients on ESG-related regulatory requirements, leading practices, and legal risks on topics ranging from modern slavery reporting, climate-related disclosures, board competency and liability. Review and recommend improvements to ESG-performance data including but not limited to inventory and tracking, calculation methodologies, as well as completeness and accuracy of data. Conduct disclosure and due diligence reviews, identifying potentially misleading statements or graphics related to ESG strategy or performance. Legal support for financial, timely, and ESG-related public disclosure matters, including providing advice regarding client's disclosure obligations, reviewing disclosure material, and drafting disclosure materials. Identifying emerging legal and regulatory developments in securities laws, proactively assessing their impacts, and recommending changes to disclosures and related policies, practices and controls. Legal research and memorandum drafting. Stay on top of and summarize regulatory changes and developments related to ESG disclosure requirements, performance targets, as well as legislation and trends across E-S-G topics. Maintain an educational program to continually develop skills. Support client relationships and business development initiatives such as developing proposals. What you bring to the role A minimum of 4 years of corporate/commercial legal experience gained in either a top legal firm or in-house environment with exposure to ESG strategy, performance, or reporting. Legal experience and interest working on specific ESG issues (e.g., emissions, Indigenous reconciliation, supply chain, biodiversity, ethics, safety, risk management). Experience in developing and reporting and communications in accordance with global ESG disclosure frameworks (e.g. ISSB, CSRD, SASB, GRI), and climate-related disclosure requirements (OSFI, CSA, SEC). Industry knowledge is an asset as is experience with joint ventures, public-private partnerships, and major projects. Demonstrated energy industry experience, including a thorough understanding of the industry and applicable legislation and regulations. Experience assessing legal risks and opportunities related to environmental, social and, governance topics. Law degree (LLB, JD, and LLM) and other certifications (e.g., GRI, GARP, CPA). Qualified lawyer in good standing with the Law Society of Alberta. Member of the Alberta Bar. Knowledge of leading ESG disclosure frameworks (ISSB, CSRD, GRI, SASB, Integrated Reporting etc.) as well as current and emerging climate-specific disclosure requirements (e.g., OSFI, CSA, SEC) Desirable Skills An entrepreneurial spirit. Ability to identify legal risks and opportunities and apply regulatory requirements relevant to ESG strategy, performance, and disclosures. Ability to providing legal guidance in a clear and succinct manner to meet client needs. Ability to work on multiple or complex projects simultaneously and prioritize your time. Ability to deliver assignments on time, as well as manage competing demands, without sacrificing attention to detail. An aptitude to understand the clients' business and maintain strong client relationships internally and externally. Excellent written and oral communication skills (including creation of memos and presentations), with the ability to explain and discuss complex legal issues with legal and non-legal audiences. 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 .

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe Opportunity Manulife seeks a transactional lawyer with 3 to 6 years of meaningful work experience involving the structuring, negotiation and managing of complex private debt transactions, in particular private placement notes, project finance and P3 investments. This position works closely with the company’s front-office teams that originate investments around the world. The position will also collaborate with other business teams and legal colleagues in Canada, the United States and internationally to support asset origination, asset management, and corporate initiatives.The successful candidate will have deep knowledge of fixed income transactions of various types. Experience in cross-border transactions, regulated industries, infrastructure transactions and/or workouts and restructurings improves any candidacy. Above all, we seek a colleague who act as a trusted advisor and broad problem solver to partner with business clients to develop prudent, creative solutions that advance and protect the company’s interests.Specific Responsibilities:Partner with internal clients to analyze and structure opportunitiesReview, analyze and negotiate agreementsManage transaction processes from origination through closingDirect outside counsel in connection with transactions and other investment mattersKeep abreast of legal, regulatory and market developmentsApply legal principles in a practical way to support and protect the companyProvide general corporate advice to support the organizations investment businesses and operationsQualifications:Juris Doctor with 3+ years meaningful experienceLicensed to practice law in OntarioIntegrity, collegiality, team orientation, and professionalismStrong analytical abilities, excellent judgment and outstanding communication skillsPrior work experience at a major law firm and/or in a corporate environmentAbility to work optimally with clients and colleagues remotely across multiple time zonesAdaptability to shifting demands in an evolving environmentOur commitment:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe build opportunities to learn and grow at every career stage.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive environment where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all partners and has a positive social and environmental impact.We bring a bold ambition and set of goals to drive transformation in our industry, a mission for “Decisions made easier. Lives made better,” a leadership team dedicated to your growth and success as well as our best, every day!#LI-HybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$114,730.00 CAD - $213,070.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

A career in our Contracts and Closing Mechanisms practice, within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures and capital markets. In short, we help some of the world's leading companies originate, create, execute, and realise value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company. A specialized team within our Deals Transaction Services practice, will provide you the opportunity to help create value for clients who are executing mergers, acquisitions and divestitures in a complex deals environment. In short, we are a team of trusted financial advisors for some of the world's leading companies. We work with a wide range of corporate, strategic and private equity clients, advising on the financial and accounting aspects of sale and purchase agreements, assist in the negotiation of the enterprise to equity value bridge and advise during the calculation of financial metrics, post-closing. We review hundreds of agreements every year across all industry sectors, and bring a deep level of knowledge and expertise to maximize value and support our clients as they negotiate their deals. PwC Canada's Transaction Services practice is comprised of more than 100 deals professionals that bring a combination of financial, commercial, and operational expertise with data-driven insights to create value for our clients across all stages of the deal lifecycle. The Contracts and Closing Mechanisms (CCM) team is a small team of specialists with backgrounds in audit and assurance, deals, and disputes. Meaningful work you'll be part of As a Contracts & Closing Mechanism Manager , you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • W ork solely on deals - helping buyers and sellers to prepare better, close faster and realize profits sooner on mergers and acquisitions, divestitures and financing transactions. We focus on two main service areas: 1. Sale and Purchase Agreement Advisory - we understand the key risks and issues identified during diligence and work with clients and lawyers to ensure the sale and purchase agreements have built in protections to protect against these risks. We also advise on the financial definitions that impact the basis of preparation of the pricing mechanism. 2. Post-Closing Assistance - we help our clients to maximize and protect value through the purchase price mechanism through the preparation/review process as well as advise during post-closing negotiations and/or disputes over the pricing mechanism ( i.e. cash, debt, and net working capital). • S upport clients across a broad range of industries with transaction sizes ranging anywhere between $15 million and in excess of $1 billion . Our clients include: • Major Canadian public and private corporations; • Leading Canadian financial buyers (Private Equity and Pension Funds); and • Inbound financial and strategic acquirers. Experiences and skills you'll use to solve • S trong experience in audit and/or deals • A Chartered Accountant Designation (or local equivalent) • Proven technical and analytical capabilities including proven financial and business performance analysis skills • Strong communication , presentation and report writing skills • Proven engagement team management and leadership skills • A demonstrated commitment to valuing differences and working alongside diverse people and perspectives • The position requires flexibility and will require travel throughout North America and internationally which can be up to 30% of your time. • This role doesn't support completion of the Canadian CPA designation. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.

As part of the Office of the General Counsel in our Business Enablement group, you will join an in-house legal team dedicated to providing strategic legal counsel and support across all lines of service at the Firm. You will play an integral role in supporting the Firm's business strategy and upholding our purpose, vision and values. Meaningful work you'll be part of As a Legal Counsel, Regulatory & Litigation , you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: •Provide strategic legal advice to internal business stakeholders across our lines of service on a variety of legal matters, focused on regulatory issues and practice matters•Manage lawsuits and regulatory inquiries, filings, investigations and responses before various regulators and professional oversight bodies, such as CPA bodies, CPAB, PCAOB, and securities regulators•Assist the firm with managing legal holds and overseeing documentary productions•Liaise with external and opposing counsel regarding litigation and regulatory matters•Keep up to date with legal developments and provide support on the implementation of policies and procedures to ensure compliance with various legal and regulatory requirementsExperiences and skills you'll use to solve •A junior lawyer with 1-2 years of experience who is eager to develop through exposure to varied legal issues and tasks•Experience in a legal environment supporting multiple lawyers practicing as a litigation or regulatory space•Juris Doctor or LLB required•Resourcefulness in solving problems and the ability to multitask and work with people in a high volume, fast paced environment•Energetic and positive attitude•Excellent judgment and strong problem-solving skills, including a proactive approach to working with staff and clients at all levels while demonstrating flexibility•Strong oral and written communication skills•Exceptional organizational skills and ability to prioritize multiple responsibilities•Fluency in French would be an asset• A demonstrate d commitment to valuing differences and working alongside and/or coaching diverse people and perspectives Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more a bout us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.

Application Deadline: 04/26/2024 Address: 1675 Grafton Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Develops a rapport and instills confidence with the client to develop credibility as a member of the client / relationship team. Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Collaborates with internal and external stakeholders in order to deliver on business objectives. Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames. Ensures the timely and accurate processing of trade order management activities. Supports in audits and compliance reviews as assigned. Identifies and escalates all irregularities and discrepancies to management. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Basic knowledge of Estate and Trust products and services. Trust industry experience. Applicable securities certification. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $35 700,00 - $66 100,00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help At 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. Well 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, well 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 others 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 a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/26/2024Address:1675 Grafton StreetProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.Develops a rapport and instills confidence with the client to develop credibility as a member of the client / relationship team.Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Collaborates with internal and external stakeholders in order to deliver on business objectives.Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.Ensures the timely and accurate processing of trade order management activities.Supports in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.Performs sales & service support activities as required to meet client needs and maintain overall service levels.Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Basic knowledge of Estate and Trust products and services.Trust industry experience.Applicable securities certification.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe'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.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.

Job SummaryJob DescriptionWhat is the opportunity?RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, youll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter experts. Your role as a Business Owner Specialist is to work with our advisors to deliver high value customized information and guidance on tax, estate, business succession planning and overall wealth planning to HNW and UHNW business owner clients of RBC.What will you do?Perform a thorough information gathering and discovery process to gain insight into the clients family, business circumstances, financial statements, existing trust and legal agreements, etc.Review the current situation taking into account the clients short- and long-term goals, and strategically develop strategies and solutions for the clients family and business wealth and legacy plans.Provide objective planning information and strategies to the client to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with the clients RBC Wealth Management advisor.Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning and philanthropic planning.Where appropriate, partner with other planning specialists at RBC (e.g., Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, Mid-Market Mergers & Acquisitions, etc)Develop strong internal and external referral networks of COIs (accountants, lawyers, etc)Deliver a customized memo or PowerPoint presentation summarizing strategies and discussions that may be provided by the client to their accountant or lawyer to facilitate implementation of recommendations(flexibility to meet with trusted external advisors, as required)What do you need to succeed?Must-have:University degree supported by CPA, LL.B, JD, or CBV professional designation12 years or more of related experience and significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planningKnowledge and technical proficiency related to private wealth management strategies, issues and trendsStrong interpersonal skills, flexible and empathetic, self-starter, able to work in effectively in a variety of situationsAbility to communicate complex planning information in a comprehensive and practical mannerProficiency in Mandarin and CantoneseNice to have:CPA Canada In Depth Tax completion or equivalentFEA designation or FFI GEN Certificates in Family Business Advising and Family Wealth AdvisingUS cross-border planning knowledge would be a strong assetWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected salary range for the above position is $80,000 - $140,000 depending on factors including but not limited to the candidates experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-12Application Deadline:2024-06-01Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (RBC PH&N IC) is one of Canadas leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.Our Vancouver main branch is currently looking for a Private Client Associate to join their team. As a key member of a high performing team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily meticulous administration and superior service to PH&N Investment Counsel high net worth Clients and respective Partners.What will you do?Identify, investigate, and resolve all client inquiries, administrative errors, etc. in a timely and efficient mannerBe a key support to the administrative activities and responsibilities of the team in their day-to-day activitiesEnsure trades are processed accurately, on a timely basis, and without errorManage all aspects of account opening and documentationMaintain client cash flows, regulatory filings, fee collection, and balancesAccurately maintain records and files and attend client meetings as required.Proactively assist with client management of appointments and scheduled meetings / callsStay current with all RBC Policies & ProceduresAssist other team members and continue to strengthen cross-business working relationships.What do you need to succeed?Must-haveBe able to work under high pressure and handle multiple changing priorities1 3 years of admin/support experience preferably in Wealth ManagementCanadian Banking product knowledgeStrong communication skills both verbal and writtenAdvanced proficiency in MS Office (Excel, Word, PowerPoint)Nice-to-haveUniversity DegreeExperience in a similar role in the Investment IndustryCSC, CIM, and/or CFP DesignationsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected salary range for the above position is $41,000 - $65,000 depending on factors including but not limited to the candidates experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-12Application Deadline:2024-04-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, youll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter experts. Your role as a Business Owner Specialist is to work with our advisors to deliver high value customized information and guidance on tax, estate, business succession planning and overall wealth planning to HNW and UHNW business owner clients of RBC.What will you do?Perform a thorough information gathering and discovery process to gain insight into the clients family, business circumstances, financial statements, existing trust and legal agreements, etc.Review the current situation taking into account the clients short- and long-term goals, and strategically develop strategies and solutions for the clients family and business wealth and legacy plans.Provide objective planning information and strategies to the client to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with the clients RBC Wealth Management advisor.Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning and philanthropic planning.Where appropriate, partner with other planning specialists at RBC (e.g., Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, Mid-Market Mergers & Acquisitions, etc)Develop strong internal and external referral networks of COIs (accountants, lawyers, etc)Deliver a customized memo or PowerPoint presentation summarizing strategies and discussions that may be provided by the client to their accountant or lawyer to facilitate implementation of recommendations(flexibility to meet with trusted external advisors, as required)What do you need to succeed?Must-have:University degree supported by CPA, LL.B, JD, or CBV professional designation12 years or more of related experience and significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planningKnowledge and technical proficiency related to private wealth management strategies, issues and trendsStrong interpersonal skills, flexible and empathetic, self-starter, able to work in effectively in a variety of situationsAbility to communicate complex planning information in a comprehensive and practical mannerNice to have:CPA Canada In Depth Tax completion or equivalentFEA designation or FFI GEN Certificates in Family Business Advising and Family Wealth AdvisingUS cross-border planning knowledge would be a strong assetWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensationLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsJob SkillsCash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-09Application Deadline:2024-06-01Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 05/10/2024Address:2828 boul LaurierThis position is an excellent opportunity for a financial professional looking to work in discretionary investment management. The position allows you to team up with an experienced Investment Counsellor to help develop and maintain their client portfolio. With the goal of creating a long-term partnership, the successful candidate will gradually integrate into the Investment Counsellor's practice and assist in all aspects of client service.As you become part of the team, you will be progressively integrated into the development of client investment policy statements, asset allocation, investment portfolio and financial plans.Other duties include:Support the achievement of business development, revenue, referral, retention and compliance goals.Manage low complexity relationships and small assets.Apply investment management expertise to explain investment strategies to the client and implement them based on their personal and financial situation.Build effective relationships with internal and external stakeholders.Monitor and track performance and address issues.Identify and recommend ways to improve the customer experience.Perform sales and service support tasks to meet customer needs and maintain overall service levels.Oversee risk and compliance policies and processes to ensure that our clients' assets and privacy are protected, that we are acting in their best interest, and that liabilities are managed effectively.Work independently on a wide range of complex tasks, which may represent unique situations.Qualifications:Minimum of five years of relevant work experience with a post-secondary degree in a related field, or an equivalent combination of education and experience.Completed or working towards the CFA designation or CIM designation.IQPP designation (desirable)Languages: French required, functional English requiredExtensive experience in discretionary asset management for high-net-worth clients.Technical and administrative skills acquired through education and / or work experience.Strong oral and written communication skills.Collaborative and teamwork skills - extensive skills.Analytical and problem solving skills - advanced skills.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:6Job Category:Individual Contributor / CollaborateurWe'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.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.

Application Deadline: 05/10/2024 Address: 2828 boul Laurier Job Family Group: Wealth Sales & Service This position is an excellent opportunity for a financial professional looking to work in discretionary investment management. The position allows you to team up with an experienced Investment Counsellor to help develop and maintain their client portfolio. With the goal of creating a long-term partnership, the successful candidate will gradually integrate into the Investment Counsellor's practice and assist in all aspects of client service. As you become part of the team, you will be progressively integrated into the development of client investment policy statements, asset allocation, investment portfolio and financial plans. Other duties include: Support the achievement of business development, revenue, referral, retention and compliance goals. Manage low complexity relationships and small assets. Apply investment management expertise to explain investment strategies to the client and implement them based on their personal and financial situation. Build effective relationships with internal and external stakeholders. Monitor and track performance and address issues. Identify and recommend ways to improve the customer experience. Perform sales and service support tasks to meet customer needs and maintain overall service levels. Oversee risk and compliance policies and processes to ensure that our clients' assets and privacy are protected, that we are acting in their best interest, and that liabilities are managed effectively. Work independently on a wide range of complex tasks, which may represent unique situations. Qualifications: Minimum of five years of relevant work experience with a post-secondary degree in a related field, or an equivalent combination of education and experience. Completed or working towards the CFA designation or CIM designation. IQPP designation (desirable) Languages: French required, functional English required Extensive experience in discretionary asset management for high-net-worth clients. Technical and administrative skills acquired through education and / or work experience. Strong oral and written communication skills. Collaborative and teamwork skills - extensive skills. Analytical and problem solving skills - advanced skills. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $54 500,00 - $101 500,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help At 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. Well 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, well 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 others 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 a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/02/2024Address:1250 boul Rene Levesque Ouest***This role will support a Trust Officer in the team and will be responsible for all administrative duties.***Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.Develops a rapport and instills confidence with the client to develop credibility as a member of the client / relationship team.Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Collaborates with internal and external stakeholders in order to deliver on business objectives.Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.Ensures the timely and accurate processing of trade order management activities.Supports in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.Performs sales & service support activities as required to meet client needs and maintain overall service levels.Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Bilingualism French and EnglishBasic knowledge of Estate and Trust products and services.Trust industry experience is an asset.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe'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.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.