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Associate (Senior Consultant) - Corporate Finance
KPMG, Edmonton, AB
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 Deal Advisory Services group is seeking professionals at the Associate level to join our growing Edmonton practices. We offer independent investment banking, transaction services, valuation and other financial advisory, services to private and public companies. Through KPMG Corporate Finance Inc., a wholly owned subsidiary of KPMG LLP and the OSC regulated limited market dealer through which KPMG LLP's investment banking services are provided in Canada, KPMG's corporate finance services include buy-side and sell-side financial advisory, financing services including raising debt and equity capital, valuation/pricing analysis and due diligence support. The successful candidate will participate in a wide range of Corporate Finance assignments involving local, national and international clients of the firm. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction process. The successful candidate will be responsible for: Conducting financial and valuation/pricing analyses (including the development of complex financial models), as well as qualitative assessments, of companies across various industries. Assist in identification and research of potential acquisition targets, purchasers and/or investors, as applicable. Help lead the preparation and distribution of confidential information memorandums and other key documents prepared as part of sell-side divestiture processes. Communicate directly with clients, other advisors, and counterparties. Assist with proactive business development and deal initiation activities. Provide analytical and market research information (i.e. public company pricing multiples, precedent transaction analysis, industry research, etc.). 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 time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the roleA successful candidate will be able to demonstrate strength in the following key areas: Successful completion of, or intention of completing the CPA examination process. Interest in developing expertise related to valuation concepts and techniques. Enrollment in the CBV program will be expected (if not already complete). Proficiency in working with Microsoft Excel, PowerPoint and Word and ability to learn to work with new applications. Excellent analytical, critical thinking, writing and verbal communication skills (including public speaking) High attention to detail and organizational skills. Strong problem-solving skills with the ability to apply new knowledge in the preparation of creative and bespoke client deliverables. Highly motivated, achievement-oriented, committed, self-starter and ability to prioritize work/cope with changing priorities while working independently and with a team. What we offer Support for candidates to enroll in and complete professional designation programs (CPA, CBV etc.) including paid enrollment costs, paid study / exam days, ongoing coaching and third-party courses / materials for exam preparation. A total rewards approach to compensation, including the ability to earn performance based bonuses. Meaningful roles on a variety of M&A transactions involving mid-market companies, with support and coaching from senior Corporate Finance professionals that promote professional growth and development. Assignment of a Performance Manager on day one to help guide and grow your career as a Corporate Finance professional. Deal Advisory team events throughout the year to help sustain a strong team culture. Modern, recently renovated downtown office space in both Edmonton and Winnipeg. Comprehensive health benefits from day one. Wellness benefits including a lifestyle spending program and accreditation bonuses. 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 .
Senior Consultant - Technology Risk
KPMG, Toronto, ON
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. Our Technology Risk Consulting services team is growing and we are looking for Senior Consultants to join our team in Toronto. The Technology Risk Consulting practice provides a variety of services to our clients. The successful candidate will focus primarily on performing IT risk reviews or providing IT internal audit support across the IT risk domain. Assessment topics include data governance, system asset management tooling and IT projects and broader information security topics. Senior Consultants will also be involved in training and guiding our new campus hires.Learn more about KPMG Technology Risk Consulting here. What you will do Conducting assessments of IT risks and controls in support of internal and external audit and assurance engagements, related to for instance: Data governance models, structures and procedures. IT projects and system implementations. Third party management. System asset management tooling. Supporting assessments for broader information security topics as well as IT General Controls (ITGCs). Monitoring relevant technology risk standards and practices. Developing risk and control matrices and reviewing procedures. The review and provision of advice and assistance on business process controls. Engagement risk management: quality assurance through file review, engagement planning, development and monitoring, engagement profitability - Simultaneously deliver multiple client engagements of varying size, scope and complexity. Business development: taking a proactive active role in the business community to increase awareness of the firm's services and level of commitment to the local market, developing and maturing relationships with internal staff and clients, developing proposals, identifying and pursuing opportunities to increase the practice's penetration in the public and private sector. Service Delivery: conducting research, performing technical testing, writing reports, conducting interviews and communicating regularly with clients and resources. Guiding field engagement teams as well as coaching and mentoring junior staff members. What you bring to the roleA successful candidate will possess a mix of the following skills and behaviors: Bachelor's or Master's degree in Computer Science or equivalent. Completion of relevant certifications (e.g., CISA, CRISC, CGEIT, ISO27001). 2 to 5 years of relevant experience in assessing information technology or business process risk ideally within a large consulting practice. Strong understanding and experience with IT General Controls and controls based audits (e.g., SOC 1, ISO 27001) is preferred. Experience with implementing and or evaluating data governance structures, system asset tooling, IT projects like system implementations, and IT governance. Experience in the testing of controls in different IT environments. Ability to work with little supervision and within a team environment. Excellent written and oral communication skills, able to effectively express insights. Demonstrated ability to learn and succeed in a fast-paced environment. Attention to detail and strong organization and investigator skills. Strong understanding of business and audit risks. Has a high degree of personal confidence, enthusiasm and drive. Willingness and ability to travel both within Canada and internationally. 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 . #LI-Hybrid Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Senior Consultant, Restructuring & Turnaround
KPMG, Montreal, QC
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. Deal Advisory's Restructuring & Turnaround group helps companies that facing economic challenges and uncertainty as a result of a variety of reasons including business underperformance, an imminent liquidity crisis and/or an inability to raise new capital. When companies are faced with these challenges, our team provides financial advisory services to lenders, management, boards of directors, regulators, and other key stakeholders. What to make the difference in the life of entrepreneur, C-suites, business owners and their employees, partners and stakeholders by providing advice and solutions in financial stressed and distressed environment. Our Restructuring and Turnaround professionals help boards, business owners to turnaround, restructure or sale their company in order to preserve their business and turn them to a viable and a profitable one. We also advice banks and other lenders on the financial situation of their clients in their lending portfolio. We offer our clients start-to-finish support in their turnaround or restructuring process, including input on strategy, early identification of risk areas, coordination and execution of the work. Our clients are private corporates, public companies and lenders. Our people are motivated self-starters with expertise in finance, financial modeling, accounting, financial reporting, restructuring and insolvency, M&A, working capital and cost optimization. Our network is global. What you will doOur Restructuring & Turnaround team in Montreal is looking for a professional like you with the skills and drive to make a real difference. As a Senior Consultant, Restructuring & Turnaround, you will apply your professional and technical skills in finance, strategy, financial restructuring, and business operations on a wide variety of transactions and at different stages of the transaction: Conduct financial analyses (including building complex financial models) of companies in a variety of industries, including the review of their operations and cash flows. Prepare independent business reviews and assist in the restructuring/refinancing of underperforming companies. Take possession and secure assets, including assisting in receivership activities. Assist with the preparation of reports for clients and for the court. Communicate directly with a variety of parties including clients, other advisors, stakeholders and creditors. Assist with business development initiatives. Prepare documents to support sales and investor solicitation processes. Provide analytical and market research information. 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. Employees may also need to travel for client engagements. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role Professional designation in Accounting (CPA) is required. Ability to prepare detailed, functional financial models, including financial projections is an asset. Knowledge of the restructuring and insolvency industry is an asset. Knowledge of Tableau, Alteryx and PowerBi is an asset. Strong technical, analytical skills and computer skills (particularly modeling in Excel). Excellent verbal and written communication skills in French to ensure communication with our internal and external stakeholders. Interest in registering for the Chartered Insolvency and Restructuring Professional (CIRP) qualification program. Strong consideration will be given to candidates already registered to the CIRP programs. 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 .
Senior Consultant, Technology Risk Consulting
KPMG, Vancouver, BC
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 Technology Risk Consulting (TRC) services assist our clients to effectively identify, evaluate, and care for a broad range of opportunities, risks, controls, and compliance requirements associated with their use of and reliance on technology-enabled processes, services, and solutions, whether developed and operated in-house or provided by third parties. What you will do Assist in developing and executing IT audit and advisory engagement work plans Contribute on multiple client engagements of varying size, scope and complexity across multiple industry sectors and technology environments Document and assess governance, risks and controls related to: IT plan, planning and organization IT related business transformation projects, especially in an "agile" environment IT enabled business processes and application systems System implementations and data conversions Resource planning systems General IT controls environments Communicate (written and verbal) findings and recommendations to clients, including technical and business communication to stakeholders through the preparation of advisory and assurance reports, analysis, and related deliverables for internal and external audits; governance, risk, and control assessments; and IT projects Discussing findings and recommendations with client personnel and developing reports and deliverables Identifying and assisting in pursuits including developing marketing materials, proposals, presentations, and research Coaching, training, supervising, and developing junior staff Contribute to other practice initiatives, including but not limited to knowledge sharing, HR initiatives, and practice administration activities. What you bring to the role Bachelor's degree in Business, MIS/BTM, Computer Science, or other relevant program Relevant audit or accounting designation(s) (e.g. CISA, CPA, CIA) viewed as an asset Minimum 3 years' experience in audit or relevant industry or consulting experience is desirable especially in systems auditing, IT project ownership, business system controls, service organization controls reporting, or cyber security Aspiration to pursue further relevant education/designations (i.e. PMP, CISSP, CRISC) Ability to identify and evaluate business, IT and audit risks - you understand financial reporting, compliance, audit risks and their IT components Experience auditing, assessing and/or implementing business systems and/or emerging technologies, and streamlining IT audit processes Knowledge and experience with technology that supports GRC initiatives and processes is desirable Highly motivated, committed self-starter who can prioritize work, multi-task, and cope with changing priorities. Excellent oral and written communication skills Excellent business acumen, interpersonal skills, professional maturity, and demonstrated ability to effectively interact and strengthen relationships with a diverse group of clients and colleagues. KPMG BC Region Pay Range Information The expected base salary range for this position is $63,500 to $99,500 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills, & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program. #LI-Hybrid Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Senior Consultant, Liquidity & Interest Rate Risk
Deloitte, Vancouver, BC
Job Type:Permanent Reference code:124972 Primary Location:Vancouver, BC All Available Locations:Toronto, ON; Vancouver, BC Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Be encouraged to deepen your technical skills...whatever those may be. Have many careers in one Firm. Partner with clients to solve their most complex problems. What will your typical day look like?As a Senior Consultant, you work in a collaborative team environment to analyze issues and address client challenges related to liquidity risk management, Treasury Operations, Asset Liability Management (ALM), Balance Sheet Management (BSM), Interest Rate Risk (IRR) Management. Examples of topics you will be dealing with are the latest OSFI guidance on Liquidity Adequacy Regulation (LAR), B6, B12, Capital Adequacy Requirements in line with Basel III, ICAAP and the equivalent for provincial Regulators (e.g. BCFSA, FSRA, AMF). You will work for example in a capacity as Subject Matter Expert and Engagement Leader as part of a risk / regulatory transformation projects, regulatory reporting (IRRBB, ICAAP, LCR, NSFR), and business-driven transformations of the Treasury Operations, ALM and related areas. The work can include supporting Internal Audit engagements or independent assessments mandated by Regulators. Internal Audit experience and experience in working with Regulators is beneficial but not required. You will have a hybrid role, which encompasses developing the local Canadian marketplaces. In addition, you will have the opportunity to deliver national and international projects at mid-sized and large Financial Institutions. Experienced Senior Consultants are expected to contribute to the firm's growth and development in a variety of ways, including: • Delivering projects independently, under the guidance of an Engagement Manager and Partner while executing on the technical areas and interacting with the clients to provide advice. • Develop own point of views, white papers and solutions we can offer to our clients to support them in the best possible way • Manage and lead a small team of diverse team of talented professionals and provide ongoing coaching to them to enable them to reach their highest potential • Cultivate and maintain strong relationships with key client contacts • Deploy and develop current engagement methodologies • Employ a structured approach to project management to ensure client satisfaction and project profitability • Develop your expertise in a specialization and your reputation as a business advisor, always staying on top of regulatory guidelines and industry trends • Participate in the development and delivery of training programsAbout the teamDeloitte's Risk Advisory practice advises organizations on how to effectively mitigate risk and make informed and intelligent risk decisions around business processes, governance frameworks, technology and operations. As part of our team you will be • Working in a fast growing and challenging environment with like-minded people who are eminent in their respective technical field • Developing solutions for our teams and clients • Continuing your professional development to reinforce and expand your chosen career path • Working with high profile clients on a variety of engagementsEnough about us, let's talk about youYou are someone who has: / You are someone with: - 5+ years of relevant experience in (Regulatory / Legal) Compliance, Risk Management related projects for Banks, Credit Unions, Investment Managers, either as a Consultant or as part of a Risk or Compliance team in the industry - Undergraduate or Graduate Degree in Business Engineering, Finance, Economics, Law or related field - Experience in professional services or a client-based environment; functional experience in compliance and risk management - Industry experience, having worked in a Financial Institution in the Liquidity Risk, Market Risk team or in the Treasury Team (1st Line), is preferred - Experience managing regulatory compliance, risk and regulatory reporting and project teams through all phases of the project lifecycle - Experience with systems and technologies that support the Risk, Regulatory Reporting or Compliance function - Superior verbal, written and interpersonal communication skills, ability to work in a fast paced and demanding environment with strong project management skills - CFA designation is welcome but not required - Ability to build and maintain relationships with clients and colleagues - Demonstrated ability to establish priorities and meet challenging deadlines - Willingness to travel to client locations, as requiredTotal RewardsThe salary range for this position is $83,000 - $125,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Compliance, Internal Audit, Developer, Law, CFA, Legal, Finance, Technology
Health & Safety Advisor
Ontario Power Generation Inc., Pickering, ON, CA, LV R
Status: Regular Full TimeWorking Conditions: Hybrid  Education Level: 4 years of University training Location: Pickering, ON Shifts(s): DaysTravel: 10% Deadline to Apply:  February 20, 2024Electrify your career and help build a brighter tomorrow. Every generation has a challenge that defines them. At OPG, we are calling on all innovators, disruptors, thought leaders and change-makers. Join us to electrify life in one generation and build a sustainable future powered by our electricity, our ideas, and our people. Join OPG and make history. Whether you work in the skilled trades or are a business professional, a career at OPG is an opportunity to electrify your life on -- and off -- the job. ACCOMMODATIONSOPG is committed to fostering an inclusive, equitable, and accessible environment where all employees feel valued, respected, and supported. If you require accommodation during the application or interview process, please advise us as soon as possible so appropriate arrangements can be made.  If you require information in a format that is accessible to you, please contact [email protected] NEW CAMPUS: In late 2024, OPG is establishing our new campus at 1908 Colonel Sam Drive, Oshawa, Ontario. The new campus will provide a cutting-edge work environment that fosters collaboration and innovation.JOB OVERVIEW Ontario Power Generation (OPG) is looking for dynamic, strategic, and results-driven professional to join our team in the role of Health & Safety Advisor.Reporting to the Manager, H&S Field Services, the Health & Safety Advisor is accountable to provide health and safety related support to their assigned client groups. This includes support in the operation of the OPG safety management system within their client groups, supporting line supervisors and managers with field-focused solutions to their health and safety issues, supporting line supervisors and managers with interpretation of legislative requirements and OPG safety requirements, and delivering or coordinating specialized health and/or safety support.This is an exciting opportunity to work in an environment where you will contribute to OPG’s public outreach, engagement, and education efforts as part of the company’s commitment to growing its social license.  KEY ACCOUNTABILITIES  The Health and Safety Advisor is accountable to provide health and safety related support to their client groups. This includes leadership and support in the operation of the OPG safety management system with their client group, such as facilitating the annual risk assessment, development, coordination and monitoring of the annual health and safety continuous improvement plan, and monitoring to ensure compliance in the field with OPG health and safety requirements. In addition, the health and safety advisor will support line supervisors and managers with field-focused solutions to their health and safety issues, and support line supervisors and managers with activities including interpretation of legislative requirements and OPG safety requirements, incident investigation, incident ratings, regulator field visits and response, and delivering or coordinating specialized health and/or safety support from the shared services center, center of expertise, or thru contracted services. This can include but is not limited to, ergonomics, industrial hygiene, WSIB support, contractor safety, employee disability management and return to work, and employee health promotion. Provide independent advice, guidance, and assistance to project managers on occupational health and safety matters related to contracts, to ensure compliance with established procedures, regulatory requirements, and guidelines.Support the development and execution of programs and initiatives for leading/lagging metrics to monitor safety performance inclusive of contractor performance.Provide advice, guidance and assistance to line management and supervisors on all health and safety matters including the interpretation, explanation and application of Occupational Health and Safety Legislation, standards, programs, policies, and practices to attempt to ensure that established procedures and guidelines are complied with.Coordinate, and monitor the implementation of the OPG Health and Safety Management System in consultation with the client group management team.Maintain health and safety information on behalf of the client group, on the performance against targets and effectiveness of programs. Make recommendations to management as required to recover performance where projected to exceed targets and objectives.Act as the primary representative to local and regional agencies on Health and Safety matters, e.g., Ministry of Labour, Immigration, Training and Skills Development on behalf of the client group management teamInvestigate incidents, accidents and injuries and provide findings and recommendations to the Line of Business Manager. As assigned, lead or participate on teams investigating incidents, making recommendations for corrective actions to site and senior management as required.Liaise with contractors and OPGI staff providing technical assistance and expert advice that may arise between contractors and OPG production staff.Initiate reporting requirements of occupational injuries, disease, and exposures to hazardous agents, and liaise with the Workers Safety and Insurance Board (WSIB) and the corporation's agent to provide follow-up information as appropriate. Advise Management of WSIB requirements and implement procedures and processes to ensure complete and accurate reporting of injuries and illnesses and records of WSIB claims.Support line supervisors and managers with graduated return-to-work planning and monitoring of employee's recovery to full duties, as requested.Participate, lead, and/or coordinate internal and external evaluations (self-assessments, audits, evaluations) of health and safety programs for the client group and for contractor H&S program and/or H&S project plan.Participate as requested in the development, and continuous improvement of OPG's health and safety program.Other Duties as Required.EDUCATION 4 years of University training.QUALIFICATIONSMinimum of 6+ years of experience in a similar role.National Construction Safety Officer (NCSO) and Canadian Registered Safety Professional (CRSO) designations are preferred Mental Health First-aid certification would be an asset combined with passion for psychological wellness in the workplace.Experience in electrical and trade experience is preferred.Requires experience in a Health and Safety function to be familiar with the policies and procedures governing Health and Safety issues in Ontario.Experience in a complex work environment with the ability to communicate effectively with all levels of staff Experience working with external stakeholders and regulators.Ability to apply and interpret Health and Safety requirements in an industrial and construction environment. Advanced written and oral communication skills to clearly communicate with a wide variety of people and to act as a resource/consultant/facilitator in a variety of committees or task group situations.Data analytic skill set with ability to review and compile data summaries effectively and efficiently. The successful candidate will exhibit uncompromising integrity and commitment to upholding corporate values, and the OPG Code of Business Conduct. What Makes a Career at OPG Different? As Ontario’s largest clean energy generator, we’re building, expanding, and innovating the equipment and technology that keeps Ontario powered with clean, reliable energy.  At OPG, our values are our strengths.  They are fundamental truths about our organization that don’t change:   Safety – it’s our business.Integrity – always lead with integrity.Excellence – never satisfied with good enough.Inclusion – working together for powerful outcomes.Innovation - creativity accelerates possibility. Here's why OPG might just be the ideal workplace for you: Exceptional range of opportunities province-wide Long-term career growth and development opportunities Electricity is vital to the province and OPG’s clean electricity is helping decarbonize other sectors. Our promise to you: We care about the safety and the well-being of our employees. It is our utmost priority. A supportive work environment where you can be your best every day. Opportunities to stretch and develop. Offer different ways for you to give back to communities where we operate. Partner with Indigenous communities and support local businesses. We support employment equity, diversity, and inclusion. Are you ready to start a career that has the power to electrify life on and off the job? Apply now. APPLICATION PROCESS Please submit your application online at https://jobs.opg.com/ by 11:59 PM E.S.T. February 20, 2024  OPG thanks all those who apply; however, only candidates considered for an interview will be contacted.#LI-Hybrid.
Senior Consultant - Restructuring & Turnaround
KPMG, Vancouver, BC
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. Deal Advisory's Restructuring Turnaround group helps troubled companies navigate through periods of stress and distress. We provide financial advisory services to organization, boards of directors, creditors, and other stakeholders. We also offer our clients formal insolvency expertise, including acting as trustees under the Bankruptcy and Insolvency Act and as a monitor under the Companies' Creditors Arrangement Act. Our professionals work to achieve the best possible outcomes for troubled companies and their stakeholders. By applying strategic business and financial expertise, we assist organizations in overcoming the changing business environments and many challenges they face. As Senior Consultant, Restructuring Turnaround in Deal Advisory, you are a motivated, self-starter with interest and expertise in finance, strategy, research, and business operations centering on a deal environment. Our work environment is conducive to advancement for employees who perform. We reward exceptional people with responsibility, profile, and career progression. For More Info Visit: Restructuring And Turnaround What you will do Support engagement teams of 2-3 people across several industries, gaining exposure to different situations businesses experience when faced with underperformance. Conduct financial analysis of companies, including reviewing operations and cash flows to identify reasons why companies are in financial distress and identify opportunities for companies to turnaround their operations. Develop complex financial models, including creating and updating 13-week cash flow models, three-way forecast models, and performing sensitivity/scenario analysis. Prepare independent business reviews of underperforming companies and assist in presenting findings to secured lenders and other stakeholders. Take possession and secure assets through bankruptcies and receiverships. Contribute to preparation and distribution of reports and presentations, along with meeting tight filing deadlines with the Superintendent of Bankruptcy and the Court Close communication with various stakeholders, including our clients, lenders, employees, and advisors to stakeholders. Advise such stakeholders with current insolvency laws. Contribute to proactive business development initiatives. Perform problem-solving and market research information. What you bring to the role A willingness to learn and the enthusiasm to provide your belief. A strategic problem-solving mindset, with the ability to take the initiative and think laterally to help our clients resolve complex business problems. Professional designation in Accounting, CPA/CA an asset. Ability to prepare detailed, functional financial models, including financial projections. Knowledge of the restructuring and insolvency industry. Consideration will be given to candidates with restructuring and insolvency experience, but it is not essential. Excellent technical, analytical and computer skills (particularly, modelling in Excel and report writing in PowerPoint). Excellent verbal and written communication skills. Ability to work under high pressure and against tight deadlines. Excellent business acumen and willingness to assist other deal advisory teams (e.g. Corporate Finance, Transaction Services) as business needs. Excellent consideration will be given to candidates registered to the Chartered Insolvency and Restructuring Professional (CIRP) Qualification Program, enrolled in CBV and/or CFA programs. Interest in registering for the CIRP qualification program. KPMG BC Region Pay Range Information The expected base salary range for this position is $63,500 to $99,500 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills, & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program. #LI-Hybrid Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Senior Consultant - Technology Strategy and Transformation
Deloitte, Vancouver, BC
Job Type:Permanent Reference code:125796 Primary Location:Toronto, ON All Available Locations:Montreal, QC; Calgary, AB; Laval, QC; Quebec City, QC; Toronto, ON; Vancouver, BC Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Have many careers in one Firm. Partner with clients to solve their most complex problems Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. What will your typical day look like?As a practitioner within the TS&T team, you will be joining a team of passionate professionals from various backgrounds, who share a common interest in technology and customer service. If you are always yearning to learn more and rise to new heights in a fast-paced environment that is continuously evolving, this is the place for you. By joining our team, you will contribute to our shared success. You will not only be involved in the delivery activities of our consulting mandates, but also in various practice development initiatives. You will deliver consulting mandates by following proven practices and by ensuring the complete satisfaction of our customers. You will work closely with senior leadership of our team, and you will work directly with our clients. You will play a key role in delivering high quality analysis and insights across a breadth of client business. You will have the opportunity to leverage leading research, analytics, and industry insights to provide solutions to our clients. You will be part of an inclusive team that loves collaborating, taking on challenges, and exceeding expectations.About the teamThe Technology Strategy and Transformation (TS&T) practice works closely with CxOs at the intersection of business and technology to articulate and solve key business problems, leveraging technology. The focus is to maximize business value from IT investments, drive organizational performance, and help our clients become more agile and productive. Our team brings an independent and technology agnostic perspective across all aspects of the technology mandate and the business-technology lifecycle, ensuring alignment and readiness to serve the overall business vision. Our people include cross-industry professionals, ex-CIOs, and tech experts supported by powerful assets and robust frameworks.Enough about us, let's talk about you 2 to 5 years of consulting experience, or 5 years or more of relevant experience in technology management, strategy, or business analysis Master's degree in management, technology, or engineering and well-versed in both technology and business fields Passionate about modern technology and their applications in the business world Exhibits high intellectual adaptability, including strong critical thinking skills, analytical abilities, and the capacity for lateral/creative thinking, identifying key client issues, conducting analysis, and developing recommendations Strong ability to navigate complex and ambiguous situations based on understanding of the client problem and directions given by the leadership Thrives in a fast paced and collaborative team environment with experience managing multiple priorities and delivering commitments on time Strong communication skills to present recommendations and deliver effective presentations Strong PowerPoint and Excel skills to build analysis and views for client executives and leadership that is easy to understand and conveys the story to solve the problem at hand An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work Ability to translate business objectives into functional and technical solution requirements Practical experience and demonstrated knowledge of IT services taxonomy including cloud, application / product services, IT infrastructure services, business process services, contact / call centre, telecommunications and / or workplace technology services Knowledge of how a Technology (or IT) function operates, engages with the business, IT portfolio management lifecycle (e.g., SDLC), latest operating model trends (i.e., product and platform models, scaled agile) Due to the nature of the role having interactions with National & Global clients, bilingualism in French and English is required for this position.Total RewardsThe salary range for this position is $72,000 - $138,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Call Center, QC, Developer, Consulting, Equity, Customer Service, Quality, Technology, Finance
Associate (Senior Consultant) - Corporate Finance
KPMG, Winnipeg, MB
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 Deal Advisory Services group is seeking professionals at the Associate level to join our growing Winnipeg practices. We offer independent investment banking, transaction services, valuation and other financial advisory, services to private and public companies. Through KPMG Corporate Finance Inc., a wholly owned subsidiary of KPMG LLP and the OSC regulated limited market dealer through which KPMG LLP's investment banking services are provided in Canada, KPMG's corporate finance services include buy-side and sell-side financial advisory, financing services including raising debt and equity capital, valuation/pricing analysis and due diligence support. The successful candidate will participate in a wide range of Corporate Finance assignments involving local, national and international clients of the firm. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction process. The successful candidate will be responsible for: Conducting financial and valuation/pricing analyses (including the development of complex financial models), as well as qualitative assessments, of companies across various industries. Assist in identification and research of potential acquisition targets, purchasers and/or investors, as applicable. Help lead the preparation and distribution of confidential information memorandums and other key documents prepared as part of sell-side divestiture processes. Communicate directly with clients, other advisors, and counterparties. Assist with proactive business development and deal initiation activities. Provide analytical and market research information (i.e. public company pricing multiples, precedent transaction analysis, industry research, etc.). 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 time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the roleA successful candidate will be able to demonstrate strength in the following key areas: Successful completion of, or intention of completing the CPA examination process. Interest in developing expertise related to valuation concepts and techniques. Enrollment in the CBV program will be expected (if not already complete). Proficiency in working with Microsoft Excel, PowerPoint and Word and ability to learn to work with new applications. Excellent analytical, critical thinking, writing and verbal communication skills (including public speaking) High attention to detail and organizational skills. Strong problem-solving skills with the ability to apply new knowledge in the preparation of creative and bespoke client deliverables. Highly motivated, achievement-oriented, committed, self-starter and ability to prioritize work/cope with changing priorities while working independently and with a team. What we offer: Support for candidates to enroll in and complete professional designation programs (CPA, CBV etc.) including paid enrollment costs, paid study / exam days, ongoing coaching and third-party courses / materials for exam preparation. A total rewards approach to compensation, including the ability to earn performance based bonuses. Meaningful roles on a variety of M&A transactions involving mid-market companies, with support and coaching from senior Corporate Finance professionals that promote professional growth and development. Assignment of a Performance Manager on day one to help guide and grow your career as a Corporate Finance professional. Deal Advisory team events throughout the year to help sustain a strong team culture. Modern, recently renovated downtown office space in both Edmonton and Winnipeg. Comprehensive health benefits from day one. Wellness benefits including a lifestyle spending program and accreditation bonuses Providing you with the support you need to be at your bestFor 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 .
Sr. Manager Operational Risk, Canadian Business Banking
BMO, Toronto, ON
Application Deadline: 03/28/2024Address:33 Dundas Street WestProvides oversight, governance and monitoring of operations to drive consistency and quality ensuring that internal control process are adequate and functional. Develops and implements the integrated roadmap to guide the review, design, development, implementation, and ongoing operation of quality practices and management processes in alignment with established standards. Administers operations governance procedures and maintains strategic alignment to ensure adherence and efficiency.CultureFosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.Ensures alignment between values and behavior that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Stakeholder and Team ManagementBuilds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Acts as a trusted advisor to assigned business/group.Acts as the prime subject matter expert and build effective relationship with internal/external stakeholders.Ensures alignment between stakeholders.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.May network with industry contacts to gain competitive insights and best practices.Attracts, retains, and enables the career development of top talent.Influences and negotiates.Strategy SupportProvides strategic input into business decisions.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Assists in the development of strategic plans.Helps determine business priorities and best sequence for execution of business/group strategy.Supports and governs the operations governance implementation road map including strategic priorities.Conducts independent analysis and assessment to resolve strategic issues.Operational Risk ManagementIdentifies emerging issues and trends to inform decision-making.Tracks and supports the resolution of issues by coordinating stakeholders in the information chain.Maintains and updates the risk and control matrix for the business.Maintains standards and monitors compliance and effectiveness of operations processes and controls.Support risk assessments for the business unit.Collaborates with stakeholders to identify business requirements and opportunities for improved operations management.Participates in identification of operations governance opportunities and related data/information specifications.Performs assessments and planning to verify that the business requirements are within standards.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Oversees the design, development, and implementation of tools and training required to deliver business results.Defines, implements, and documents quality measures and provides guidance on how policy requirements translate to business processes.Validates and tests changes to technology systems in support of operations governance.Participates in the resolution of operating/technical problems or manages escalation with other BMO technical support groups.Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.Support internal and external audit engagements for the business unit.Regulatory Compliance SupportWork closely with subject matter expert on relevant regulations and policies.Implements, maintains and reviews processes to ensure quality and compliance with Bank and regulatory requirements.Change Management and CommunicationLeads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging and identifies appropriate distribution channels.Analytical and Problem SolvingApplies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe'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.
Bilingual Employee Relations Consultant
BMO, Montreal, QC
Application Deadline: 04/19/2024Address:105-119-129 rue St-Jacques OProvides expert employee relations advice and governance to an assigned portfolio to ensure that employee relations policies, practices and strategies support the business/group strategies and meet regulatory/legal requirements. Ensures that initiatives and HR solutions (programs and processes) are consistently and effectively implemented across the business groups. Supports various employee relations programs & initiatives managed internally and with vendors, including work related to acquisitions, divestitures, employment transitions, separation agreements, and outsourcing.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Develops employee relations solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides employee relations advice and guidance to assigned business/group on the implementation of solutions.Educates managers on all aspects of Labor Relations management including relevant HR policies, appropriate procedures and practices, legislation and regulations and employee relations related training and learning opportunities.Acts as a subject matter expert to interpret applicable regulations & policies and makes recommendations on how to resolve business issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Conducts independent analysis and assessment to resolve strategic issues.Provides support for severance and reductions in force (e.g., consulting with businesses, providing templates for severance packages, producing calculations & outplacement estimates, responding to inquiries from impacted employees/managers).Performs the initial intake and primary assessment for employee relations requests to determine facts, identify issues & mitigate risks.Provides input into the planning & implementation of operational programs and executes within required service level agreements and standardsProvides governance over employee relations matters by advocating the fair and equitable treatment of employees while ensuring that employee relations practices and strategies clearly support the business/group and enterprise strategies; has the dual challenge to protect the legal and legislative rights of both employees and the organization.Investigates employee complaints within area of expertise, provide solutions for resolution and ensuring that finds are documented.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.May act as the point person for key vendor relationships (Supplemental Unemployment Benefit Plan Administrator, Career Transition Services, and Unemployment Claims Management) and manage operational programs.Breaks down strategic problems, and analyses data and information to provide employee relations insights (including employee transitions) and recommendations.Monitors and tracks program performance, and addresses any issues.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Law degree preferred.Appropriate HR designation preferred.Bilingualism is an asset.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.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.
Technical Editor
WSP Canada, Vancouver, BC
The Opportunity: The Technical Editor role is an intermediate level position for technical writing and editing in WSP Earth & Environment - Mining. In this role, the incumbent works under the supervision of the Senior Technical Writer and Editor, Team Lead and mentorship of the Senior Technical Writer and Editor to provide editorial support to technical teams across Canada. This role may require more complex editing tasks that will involve the use of independent judgement and sound decision making. We are open to consider candidates across Canada. Why choose WSP? We value and are committed to upholding a culture of inclusion and belonging Our Flexible Work Policy - we recognize the importance of balance in our lives and encourage you to prioritize the balance in yours. We will support you on and off the job so you can be fully present in both your work and home lives. A Canadian success story - we're proud to wear the red and white of this beautiful country and show the world what Canada has to offer. Enhance the world around you - from the environment to the highways, to the buildings and the terrain, WSP is the fabric of Canada. Outstanding career opportunities - we're growing and pushing ourselves every day to be greater than yesterday - we're open to your ideas and trying new things. A phenomenal collaborative culture and a workforce filled with genuinely good people who are doing humbly important work. Come find out for yourself what it's like to be a part of our journey.We offer attractive pay, flexible work options, a great corporate culture, comprehensive and employee-focused benefits including virtual healthcare and a wellness platform as well as great savings programs, and a clear vision for the future.#WeAreWSP #GlobalMiningWhat you can expect to do here: Technical Work Edit documents prepared by subject matter experts across business lines to the agreed upon level (i.e., copy edit, stylistic edit, proofread) to improve readability, promote consistency, and manage risk; Support development and maintenance of internal procedure and guideline documents; Assist with the development of technical writing training; provides training presentations to staff as required; Prepare and maintain project-specific style sheets for use by authors, reviewers, editors, and administrative support staff; Prepare and maintain editing checklists for large, multi-discipline projects; Assist in the preparation of new technical procedures and revisions to existing technical procedures; Communicate in a professional and courteous manner with all clients, internal and external. Supervising and Mentoring Assist Senior Technical Writer and Editor and Senior Technical Writer and Editor, Team Lead with mentoring consultants on technical writing and mentoring new staff on team norms; Mentor staff in other roles (e.g., administrative and word processing) who are looking to develop their editing skills.What you'll bring to WSP: University degree and five years of technical writing and/or editing experience; Proficient knowledge of Microsoft Office products; Desired: formal training in technical writing or editing; Desired: editing certification.CompensationExpected Salary (all locations): $46,500 - $79,000WSP Canada is providing the compensation range that the company in good faith believes it will pay for this position based on the successful applicant's education, experience, knowledge, skills, abilities in addition to the specific geographic location. WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments. We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future. At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits). WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. WSP is committed to the principles of employment equity. Only the candidates selected will be contacted. WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Technical Editor
WSP Canada, Calgary, AB
The Opportunity:The Technical Editor role is an intermediate level position for technical writing and editing in WSP Earth & Environment - Mining. In this role, the incumbent works under the supervision of the Senior Technical Writer and Editor, Team Lead and mentorship of the Senior Technical Writer and Editor to provide editorial support to technical teams across Canada. This role may require more complex editing tasks that will involve the use of independent judgement and sound decision making. We are open to consider candidates across Canada. Why choose WSP? We value and are committed to upholding a culture of inclusion and belonging Our Flexible Work Policy - we recognize the importance of balance in our lives and encourage you to prioritize the balance in yours. We will support you on and off the job so you can be fully present in both your work and home lives. A Canadian success story - we're proud to wear the red and white of this beautiful country and show the world what Canada has to offer. Enhance the world around you - from the environment to the highways, to the buildings and the terrain, WSP is the fabric of Canada. Outstanding career opportunities - we're growing and pushing ourselves every day to be greater than yesterday - we're open to your ideas and trying new things. A phenomenal collaborative culture and a workforce filled with genuinely good people who are doing humbly important work. Come find out for yourself what it's like to be a part of our journey.We offer attractive pay, flexible work options, a great corporate culture, comprehensive and employee-focused benefits including virtual healthcare and a wellness platform as well as great savings programs, and a clear vision for the future.#WeAreWSP #GlobalMiningWhat you can expect to do here:Technical Work Edit documents prepared by subject matter experts across business lines to the agreed upon level (i.e., copy edit, stylistic edit, proofread) to improve readability, promote consistency, and manage risk; Support development and maintenance of internal procedure and guideline documents; Assist with the development of technical writing training; provides training presentations to staff as required; Prepare and maintain project-specific style sheets for use by authors, reviewers, editors, and administrative support staff; Prepare and maintain editing checklists for large, multi-discipline projects; Assist in the preparation of new technical procedures and revisions to existing technical procedures; Communicate in a professional and courteous manner with all clients, internal and external.Supervising and Mentoring Assist Senior Technical Writer and Editor and Senior Technical Writer and Editor, Team Lead with mentoring consultants on technical writing and mentoring new staff on team norms; Mentor staff in other roles (e.g., administrative and word processing) who are looking to develop their editing skills.What you'll bring to WSP: University degree and five years of technical writing and/or editing experience; Proficient knowledge of Microsoft Office products; Desired: formal training in technical writing or editing; Desired: editing certification. WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments. We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future. At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits). WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. WSP is committed to the principles of employment equity. Only the candidates selected will be contacted. WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Sr. Bilingual Underwriting Consultant - BMO Insurance (may be Virtual)
BMO, Toronto, ON
Application Deadline: 04/18/2024Address:60 Yonge StreetThe Underwriter is accountable for assessing the early death and early incidence of a critical illness for the purpose of determining accurate underwriting mortality and morbidity. This role is accountable to assess complex medical and avocational histories including current financial concepts in the Individual Life insurance space. This role is accountable to assess individual risk in accordance to established underwriting principles within their signing authority. This role is required to have advanced critical thinking, communication, negotiation and interpersonal skills. This role is also required to have advanced knowledge of current industry trends and a strong command of data and analytics skills. Accountabilities Medical/Non-Medical/Financial UnderwritingFollow the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Advisor, Direct, Creditor), including but not limited to the following key activities:Calculate appropriate age/amount requirements, auto/jumbo limits and initial and ultimate face amounts of coverage in accordance with external reinsurance treatiesReview and assess AML and governance risk in advance of placing the contract inforceAdjudicate client risk factors in the application and corresponding data elements in order to decide on the right mortality or morbidity riskReview and assess information from Attending Physician Statements and other medical specialists in order to assess life expectancyReview and determine Fair Market Value of Corporately owned policies to ensure amounts of coverage are justifiedWork with client advisory partners (Tax planners, Accountants, Lawyers) to ensure that data is accurately reflected in the risk assessment that is made, insurable interest and review of sales concept involvedLiaise with specialists, such as actuaries, medical providers or doctors, to understand the medical risk and other non-medical risk factors for the identified case Calculate underwriting decision and corresponding mortality rating based on medical experience and training, discussions with internal Medical Doctors, Reinsurance and ActuarialDecide whether the risk should be shared with a re-insurer and negotiate reinsurance agreements on all individual casesDecision the insurance policy and specify any additional conditions to be imposed based on the overall underwriting risk assessmentUpdate system and document notes and prepare for audit reviewCheck in force policies to ensure appropriate initial and ultimate amounts calculatedEnsure that the treaty terms for each Reinsurer on each product line is well understood and followed. Treaties are available to Underwriters and are housed in the Actuarial DepartmentEnsure MIB properly reviewed and coded on each caseEnsure communication is free of any personal comments. Documentation must be clear and concise and outlines methodology of risk assessment for auditing purposesPerform presentations and onsite visits with Nesbitt EIA's, Advisory brokers and Managing General Agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsAML (Anti-Money Laundering) Risk FrameworkRisk score all Universal Life clients and reviewing case parameters according to internal AML guidelinesWork with Corporate AML office on any findings required to change internal policy and procedures for underwritingPerform review of client applications and disclosuresAssess corporate entities based on shareholder ownership and company financialsSupport internal Business Unit Governance team on investigations and suspicious underwriting filesReinsurance NegotiationsReview and assess reinsurance decisions for market competitivenessNegotiate complex medical/non-medical/financial cases with reinsurer to obtain best offerReserve and manage appropriate capacity for large casesCalculate and reserve appropriate initial and ultimate amounts through reinsurance treaty parameters to anticipate future growth liabilitiesProvide insight and feedback to Director Underwriting on trending reinsurance decision and emerging trends for future RFP treaty negotiationsRisk ManagementFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics 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 activitiesMust be clear and concise and outlines methodology of risk assessment for auditing purposesVisit brokers and managing general agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics 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 activitiesAuthorities To deliver on these accountabilities, these roles must have the following authorities:Information Access - Authority to use and access confidential information related to customer information, product and financial information. Authority includes accessing the internet for the purpose of gathering relevant data and current updates.Cross Functional Relationships To MGAs and brokersPerform analysis and provide feedback on quality of business to Director or Underwriting and VP Business DevelopmentProvide detail outcome of underwriting decision taken based on sound medical and financial underwriting analysisPerform presentations to MGA's and independent advisors on industry trends and complex medical underwriting filesMedical DoctorsReview and analyze reinsurance manuals to ensure accurate decision and adherence to reinsurance guidelines based on current reinsurance treaties in effectIdentify any blood/urine specimen trends and abnormalities based on parameters set by VP and Chief Corporate UnderwriterDecision complex medical situations to obtain complete picture for an accurate assessment of underwriting riskTo New BusinessIdentify missing information or additional information required to underwrite applications and advise New Business to gather the required informationAction application as per standards when New Business has updated the system with new informationEnsure system is clearly updated with decision including reinsurance and any applicable amendments, endorsements and/or special instructionsTo ReinsurersSubmit accurate information based on in force, initial and ultimate amounts on all facultative casesEnsure that treaty terms all well understoodEnsure that all accepted offers are communicated in timely manner and files updatedNegotiate the most competitive decisions based on qualitative material information gathered and sound judgmentTo ActuarialLiaise on reinsurance treaty termsLiaise on all special quote requestsLiaise on illustrations as requiredLiaise on Policy Changes as required and any special requests from Sales/Marketing Qualifications :KnowledgeUndergraduate degree5-10 years experience in an underwriting environmentALU II - working towards F.A.L.U.SkillsBusiness Numeracy (In-depth)Analytical skills (In-depth)Negotiation skills (In-depth)Bilingualism French and English is requiredCommunicationGrade: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.
Wealth Planning Consultant
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:3985 Highway 7 EastProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.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:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).Accounting experience + CPA is an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.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.
Sr. Manager, Credit Risk Model Validation
BMO, Toronto, ON
Application Deadline: 04/11/2024Address:100 King Street WestPerforms validation of models and assesses model risk to confirm model appropriateness and capability for a designated portfolio. Provides effective challenge during model development and communicates decisions regarding model use to the business to ensure transparency and understanding of models and model risks. Assesses model's capabilities, stress points and limitations; assesses the associated model risk and the controls in place to mitigate identified risks.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Interprets new regulations and assesses impacts to the program / portfolio validation framework.Influences and negotiates to achieve business objectives.Identifies emerging issues and trends to inform decision-making.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Measures the effectiveness of validation and monitoring framework; recommends changes as required.Conducts independent analysis and assessment to resolve strategic issues.Acts as the prime subject matter expert for internal/external stakeholders.Represents the model validation program / portfolio for internal/external regulatory audits and/or examinations.Ensures alignment between stakeholders.Designs and produces regular and ad-hoc reports, and dashboards.Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.Defines business requirements for analytics & reporting to ensure data insights inform business decision making.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads the research and development for validation of new types of models.Leads and integrates the monitoring, measurement & reporting of the status of the model validation program / portfolio to internal & external stakeholders.Provides input into the planning and implementation of ongoing operational programs in support of the model vetting framework and portfolio.Leads in the design, implementation and management of core business/group processes.Develops validation strategies and plans to ensure appropriate type and level of vetting of models is carried out.Independently validates / tests models and their associated assumptions, benchmarks, and supporting documentation against model vesting process, standards, guidelines and principles; assesses the data for model development as well as inputs to the model; compares validation results with model developer results for replicability.Identifies deficiencies, conditions for model use, recommends changes, and escalates as required; quantifies model risks, documents outcomes and communicates with stakeholders.Identifies where corrective actions are required and escalates per guidelines; monitors and ensures corrective action is taken.Provides technical advice and guidance to assigned business/group on implementation of the model vetting framework, and resolution of model risk issues.Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance; addresses any issues.Coordinates and monitors the review and sign-off of model validation reporting including model inventory and model inventory attestations.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.In-depth / expert knowledge and understanding of model validation, model risk management practices.In-depth / expert knowledge of regulatory requirements.In-depth / expert knowledge & experience with risk policy frameworks; quality control / testing frameworks.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe'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.
Wealth Planning Consultant
BMO, Ottawa, ON
Application Deadline: 04/07/2024Address: 979 Bank Street 6th FlrJob Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.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:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).MBA considered an asset.LL.B/LL.L/LL.M is considered an asset.Life Insurance designation is considered an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$63,500.00 - $117,600.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Wealth Planning Consultant
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset. Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required. Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures that the region's client experience standards for financial planning and client relationship development are met. Acts as a trusted advisor to assigned business/group. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Works closely with Investment Advisors in the development and delivery of HNW management solutions. Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required. Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required. Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives. Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Banks assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. 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: WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF in Quebec). Accounting experience + CPA is an asset. Working knowledge of financial planning software (NaviPlan an asset). Trust & Estate Practitioner. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 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.
Service Relationship Specialist
Manulife Financial Corporation, Toronto, ON
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 ArrangementRemoteJob DescriptionSupportSupport Distribution partners in the acquisition of new business; participate and present in finalist presentations and implementation meetings on the Mid-Market Segments. Assist internal partners in acquiring new business by serving as a liaison; take part as a subject-matter expert in the short-list presentations and ongoing meetings for implementing new business.Respond to benefit plan inquiries and resolve escalated and complex inquiries from Plan Sponsors, Plan Advisors/Consultants, and internal department contacts. Owning and respecting the unique demands of each customer while being considerate of the time frame ensuring a thorough response.Champion for a successful outcome for all involved, the Service Relationship Specialist role is responsible for the successful resolution and negotiation of all service escalations. Advocate for a favorable conclusion for all parties. All service escalations must be successfully resolved and negotiate by the Service Relationship Specialist.Initiate Amendment requests ensuring that information is complete and outstanding requirements are obtained in a timely manner to meet deadlines and meet effective dates of plan changes. Collaborate with our Customer Experience/Operations teams to facilitate information-sharing and identify key issues with our online customer.Assist with general internal initiatives related to Group Benefits services, products, and procedures.Facilitate multiple meetings with our Plan Advisors/Consultants and Plan Sponsors as well as internal teams.Take on special projects and/or research assignments for client needs.AdviseAs the face of Manulife, you build and maintain successful and lasting relationships with existing and potential partners. Understand the intricacies and complexities of each Plan Sponsor's Group Benefits designs and the sophistication of the Advisors/Consulting houses. Prepare and analyze and interpret client reports for review. Generate client reports using web analytics platforms via various reporting tools, requiring analysis and comparison of many reports to ensure we are fulfilling our customer’s needs. Provide expertise on Manulife’s digital experience for group benefits clients (Web, mobile, voice), and highlight key features and functionality.Support group benefits clients in driving adoption of our digital tools and experiences among their plan members Provide reporting on digital uptake/usage to help group benefits clients understand overall plan health and identify areas of opportunity for education/engagement. You drive results by reviewing special requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.Establish and maintain client relationships by identifying current or potential needs and promoting client retention.Providing recommendations on plan design, service options, technology solutions and any ongoing administration needs to the client.Applies understanding of legislative and privacy guidelines to assist in client meetings.EducateDeliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote). Meet with plan administrators to train and educate them on effective methods of plan administration.Lead customer workshops and training around product updates & new features Maintain direct contact with clients/advisors, proactively planning your client meetings to ensure regular connections are made.When new products are launched in Group Benefits, take the Lead together with the Account Executive to learn, present and speak to these new services. Become the expert in delivering and educating clients on these services and how it affects their population and what amendments are required to their plans if any.Using our Seismic Tools to put presentations together to present and deliver our services to clients.Clients rely heavily on the Service Relationship Specialist on how to manage new services and products that are launched, or on any new legislative initiatives.Coaching mindset and abilities enabling to define solutions and delivering outcomes. Shared Responsibilities:Works with a Team of Account Executives and collaborates with other Service Relationship Specialists.Assist new Service Relationship Specialists with Job Shadowing and Buddy system to ensure all members of the team can successfully represent Manulife Group Benefits Services.This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.Job Requirements:Minimum three to five years of work experience in Group Benefits. In-depth knowledge and understanding of the Group Benefits products and services.Building and strengthening existing client and consultant/advisor relationships.Proven ability to take initiative, be a strong self-manager and display integrity.GBA designation or working towards the designation an asset.Good knowledge of underwriting concepts. Strong technical and demonstrated analytical skills using Microsoft Office products, Excel and/or PowerPoint, Web Analytics platforms, to arrange and display relevant information during customer business reviews.Excellent presentation skills and the ability to influence decision makers in various areas of organization.Supports, participates, and presents in Mid-Market Finalist Presentations to attain new and keep existing Business out to Market.Strong customer-facing skills including expectation management, communication skills, information management.Ability to work independently and in a team setting, self-starter, innovative thinking with a keen eye for results and driven by quality.Outstanding analytical, strategic, and problem-solving thinking ability - enabling the candidate to recognize issues, outline possible implications and suggest solutions.Relationship-oriented; must be comfortable working with a wide range of individuals at different levels, managing across, up, and down and self-manage to meet timelines of multiple priorities.Capability to determine sensitive client needs or issues.Must have a valid driver’s license and a personal automobile.Competencies:Proven ability to determine business priorities, meet goals, manage high volumes of work.Excellent analytical, problem solving, interpersonal, organizational and time management skills.Negotiation and influencing skills.Strong attention to detail.Champion of superior service delivery and customer service, oral and written communication skills.Good understanding and knowledge of Manulife’s administrative systems.Independent, self-motivated individual with ability to manage multiple tasks and deadlines simultaneously.Strategic and creative thinker focused on finding solutions to unique Plan Sponsor needs.Persuasive communicator with an ability to clearly articulate ideas and present information.Collaborating internally across multiple departments.Ability to be flexible and empathetic and ability to manage conflicts.Proficient in the use of modern technology.Know and understand the growth and persistency strategies.Presenting together with the Account Executives at Client Service Meetings. Taking initiative to prepare and structure these meetings.Service Relationship Specialist attends all meetings for client’s re-enrolment of flex benefits with our Admin Advantage Teams and helps facilitate and ensure all tasks are brought to completion.Attend ongoing service meetings, maintaining and facilitating action logs with head office areas.Excellent planning and project management skills with a confirmed ability to complete projects within tight timeframes.Must be fully bilingual both oral and written (in Quebec only).Decision Authorities: This role directly impacts the Sales, Profitability and Persistency of the overall Distribution offices.Keeping existing clients by ensuring any potential service issues are resolved promptly and putting checks in place to prevent issues from reoccurring.Educating Clients on Manulife’s Group Benefits services that they would benefit from.Key Challenges:Managing high volumes of work within tight time frames and balancing competing priorities.Working with many Advisors/Consultants and Account Executives and balancing their demands, needs and expectations.When a service issue is identified, these could have a financial implication, it is critical that the issue be managed to resolution while ensuring that service and quality are maintained.Working Conditions:Occasional travel will be required within your region to Client Meetings, Wellness Fairs, Employee Sessions.This role will occasionally require working outside traditional business hours to meet client needs. Example - employee sessions for night shift workers.Work Smart options are available.About 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$56,400.00 CAD - $94,000.00 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.
Senior Manager - Compliance Technology - Risk Advisory
Deloitte,
Job Type:Permanent Work Model:Hybrid Reference code:126060 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Calgary, AB; Edmonton, AB; Ottawa, ON; Vancouver, BC; Victoria, BC; Winnipeg, MB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Have many careers in one Firm. Partner with clients to solve their most complex problems Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. What will your typical day look like? In this role, you will: • Lead and manage large, complex projects with onshore/offshore teams to deliver Compliance Technology projects, ensuring required levels of excellence and alignment with Deloitte's methodology. This includes planning, executing, and finalizing projects according to strict deadlines and within budget and may include acquiring resources and coordinating the efforts of team members and third-party contractors or consultants to deliver projects according to plan. • As part of the leadership team, advise clients on the design and optimization of controls utilizing a general knowledge of business processes, risk management, and technology. This involves understanding the client's business and advising on best practices in compliance technology. • Demonstrate expertise for ensuring that the clients technology systems are in line with regulatory requirements. This involves understanding various regulations such as GDPR, CCPA, and other data privacy laws, and ensuring that the company's systems are compliant. • Be involved in the development of strategies to manage compliance - this will include leading a team of compliance professionals, providing them with guidance and support, and ensuring that they have the necessary resources to perform their duties effectively to provide guidance on the development of policies, procedures, and controls to ensure that the client practices are in line with regulatory requirements.About the team Deloitte's Risk Advisory practice advises organizations on how to effectively mitigate risk and make informed and intelligent risk decisions around business processes, technology and operations. Our Risk Advisory business is expanding as we increasingly are asked to help organizations adapt and respond to new risks and take advantage of new opportunities presented by digital technology and the internet.Within our Risk Advisory's-Digital Controls-Risk Technology team we have a pool of dedicated professionals with expertise in the design and implementation of risk and compliance solutions in several technologies. We gather requirements, design, and oversee the build and implementation of these technology solutions to manage our client's risks. As a Deloitte Compliance Technology Senior Manager, the individual will have a wide range of responsibilities that involve leading and managing technology-related compliance projects, advising clients on compliance issues, and ensuring that the company's technology systems are in line with regulatory requirements.Enough about us, let's talk about you To qualify for the role you must have: • Minimum 8+ years in business or technical management of requirements and project delivery in roles such as Business Consultant, Business Development, Pre-sales, or Project/Program Manager with ServiceNow, Archer, or another leading IRM/GRC/Compliance solution. • Demonstrated experience in designing and deploying Compliance Technology implementations. • Minimum 10+ years of experience in delivering complex technical projects. • Minimum 6+ years of experience as a Design Lead or Solution Architect. • Minimum 6+ years of experience with Compliance use-cases/modules, for instance, Regulatory Obligations/Regulatory Change Management, compliance risk assessments, compliance monitoring, policy management, and regulatory reporting. • Experience in leading QA and guiding user acceptance testing (UAT) within projects. • Strong communication skills, including report writing, challenging, investigative, influencing, and presenting to senior management and in formal committee settings. • Robust problem-solving and analytical skills, with the ability to make independent decisions. • Excellent organizational skills with the ability to prioritize tasks effectively. • Proven ability and experience in coaching, counseling, and guiding other team members. • Demonstrate strong connections in the market to support growth of the practice • Experience working across various stakeholder groups, including end users, functional teams, operations, infrastructure, etc., to transfer knowledge and resolve problems. • Proven track record in supporting client pursuits and business development efforts, including preparing proposals and leading presentations to senior executives. • Demonstrated ability to build long-term business relationships with senior client personnel and executives through engagements and networking in professional organizations.Total RewardsThe salary range for this position is $97,000 - $231,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Compliance, Solution Architect, Law, Risk Management, IT Manager, Legal, Technology, Finance