Overview of salaries statistics of the profession "Financial Aid Consultant in Canada"

Application Deadline: 05/05/2024 Address: 100 King Street West Job Family Group: Customer Solutions The Associate Portfolio Manager will join an experienced and dynamic team that builds and manages exchange traded funds (ETF), mutual funds and institutional mandates. The role will focus on Index ETFs and will support both equity and fixed income portfolio management teams. This role will be a very unique, cross asset class opportunity and will be responsible for analysis and management of indexed ETFs, mutual funds, and institutional strategies, across Canadian and international mandates. The portfolio manager will aid in the development of scalable processes to drive business growth. The portfolio managers responsibilities will include, but are not limited to, trading and execution, regular economic commentaries, corporate actions, rebalances, idea generation and product engineering, and interacting with market participants/liquidity. In addition to portfolio management responsibilities, the successful candidate will also contribute to client focused commentary, performance and attribution analysis, as well as taking part in client presentations, to support the overall ETF product offering within BMO GAM. Key Dimensions - Investment Management - Index ETF and Passive Institutional Strategies Investment Management - Programming (Python) - Business Infrastructure - Trading and Execution - Custom Solutions Research - Economic Commentary - Client Service - Risk Management & Compliance Accountabilities Investment Management Index ETF and Passive Institutional Strategies Responsible for the day to day management of a defined set of Index ETFs - both Fixed Income and Equity Ensure each ETF tracks their respective index within allocated tolerance. Monitor corporate actions and decide on best course of action. Build a trading strategy for any fund rebalances and portfolio transitions to minimize market impact and tracking Currency Hedging Support the team during monthly hedge roll adjustments. Responsible for trading multiple asset classes (fixed income, preferred shares and derivatives). Aid in the analysis of performance and investment decisions to defend to senior investment committee. Programming (Python) - Business Infrastructure Responsible to maintain and enhance the BMO ETFs investment infrastructure, for both fixed income and equity mandates. Work with internal parties (Business infrastructure, data, technology, operations) to ensure that daily processes are effectively designed, built and operating Work with portfolio management team to improve the scalability of the business by improving automation Trading and Execution Fixed Income Facilitate fixed income trading across multiple fixed income products i.e. Government, investment grade, high yield and derivative instruments. Work with other portfolio managers to generate and execute fixed income trade lists Provide detailed post trade analysis on all fixed income trades Conduct liquidity analysis on several segments of the fixed income market (CAN,US, Corporate, Government, Provincial) Continuously improving the operational efficiencies of the PM/Trading process Investment Management Custom Solutions Work with institutional sales team to leverage the capabilities within the ETF team. Aid the portfolio management team in building one stop solutions for our clients, by using the most efficient products, whether ETF, index funds or derivative based. Provide input and develop rational for new product launches. Working with PM team or index provider in the designing or engineering of new products. Assist in providing analysis and building presentations for client meetings and sales presentations with the institutional sales team Research/Economic Commentary Maintain a high level of knowledge of the Canadian and international fixed income markets Provide economic analysis and commentary to the portfolio management and sales teams Provide economic analysis on new product launches Review and help improve index methodologies by working with index providers Write commentaries and regulatory disclosure documentation Sales/Client Service Function as subject matter expert to support sales initiatives to drive asset growth. Foster a highly integrated and collaborative partnership with the sales team to deliver exceptional client service. Support products through education and sales Participate in client focused road shows, presentations and meetings. Support the construction of PR and media messaging as the subject matter expert for ETFs as opportunities arise. Promote BMO ETFs both externally and internally. Risk Management & Compliance Maintain the highest fiduciary duty when representing and acting in our clients interests. Continuously pursue and identify potential risk within our business and processes. Eliminate, where possible, manual processes Automate and build systems that reduce operational risk. Ensure controls are in place and are being followed Join a culture that continuously looks to mitigate operational risk. Knowledge: University graduate in Commerce, Business, Computer Science, Engineering, Mathematics or Economics and may have a post graduate degree. CFA Charterholder or working toward CFA Charter A minimum 5 years of direct investment experience, buy side or sell side, in investment management or computer science. Skills Strong attention to detail Process driven Computer Programing (specifically, Python and VBA) are considered a minimum requirement Ability to make decisions under pressure Ability to excel in a team based environment Possess strong excel skills Possess strong written and presentations skills Compensation and Benefits: $76,300.00 - $142,100.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

49449 - Markham - Regular - Ongoing Hydro One is proud to be the largest electricity transmission and distribution provider in Ontario, serving nearly 1.4 million customers. We have a long history in the industry with our roots dating back over 110 years to 1906. Since then, we have worked to grow and evolve to meet the changing needs of our customers and communities across Ontario. Today, we’re focused on providing exceptional customer service and ensuring we are building safe communities where we live, work and play. It’s an exciting time to join the team at Hydro One! Position Overview: Hydro One is seeking a dynamic and detail-oriented individual to join our team as a Process Improvement Coordinator. This role will be responsible for overseeing the administration of our Project Portfolio Management (PPM) tool, as well as analyzing and generating reports to support decision-making processes. Additionally, this position will involve the administration of contingent workers through the Fieldglass platform. Manage the configuration, maintenance, and user support for Hydro One's PPM tool, ensuring it aligns with the organization's project management processes. Collaborate with stakeholders to gather requirements for customizations and enhancements to the PPM tool. Conduct regular audits to ensure data integrity and compliance with internal policies and standards. Develop and maintain a suite of reports and dashboards to provide insights into project performance, resource utilization, and portfolio health. Experience with data visualization tools such as Microsoft Power BI is a core skill required for this position. Analyze project data to identify trends, risks, and opportunities, and provide recommendations for improvement. Present findings and recommendations to key stakeholders, including senior management, to support strategic decision-making. Serve as the primary point of contact for contingent worker administration within the Fieldglass platform. Coordinate the onboarding and offboarding processes for contingent workers, ensuring compliance with company policies and regulations. Work closely with procurement and HR teams to manage contracts, invoices, and other administrative tasks related to contingent workforce management. Job Function: Develop solutions relative to process improvements and business initiatives to meet the needs of the Company. Direct support groups on coordination of efforts and required timelines to implement solutions. Provide needs analysis, solutions and evaluation services including the planning, preparation and delivery of training relating to processes, tools, etc, to facilitate process improvement and team operations. Manage projects and exercise limited supervision over staff when delivering training or when assigned to assist in special project work. Coordinate the compilation and provision of management, performance and productivity reports. Perform cost/benefit studies of specific process improvement initiatives to evaluate process and training effectiveness including evaluative feedback for facilitators and/or team leaders. Collaborate with others and maintain a facilitator stakeholder and subject matter expert network within/outside the business utility. Act as a consultant to line management, various project teams and training department related to existing and new processes in regards to operational changes and impacts within the Business Unit. Job Description: 1.Develop solutions relative to process improvements and business initiatives to meet the needs of the company with a goal of continuous improvement. Test solutions with user groups. Monitor the measurement of process results by developing, tracking and analyzing appropriate KPIs, as necessary, to evaluate the effectiveness of specific process improvement initiatives. 2. Utilize existing financial and management systems and reports to gather and consolidate information to produce a variety of business information such as historical cost trends, management, performance and productivity reports. Analyze data to ensure consistency with with corporate assumptions and strategies. 3. Coordinating the compilation and provision of LOB work program reports and evaluation of business plans, budgets, forecast and actual program performance data. 4.Direct support groups on coordination of efforts and required timelines to implement solutions. Provide clarification and direction to enable completion of various work efforts. Monitor adherence to required implementation timelines and follow up with support groups, as required. 5.Provide needs analysis, solutions and evaluation services. Ensure that an effective, systematic approach to process related training and development, based on current process methodology, is implemented. Keep abreast of developments in instruction and performance technology and make recommendations on improvements based on cost effectiveness and efficiency. Collaborate with external contacts to create a coordinated continuous quality improvement approach. 6.As assigned, manage projects and exercise limited supervision over staff when delivering training or when assigned to assist in special project work to identify and implement process improvements and business initiatives, including definition of critical path, timelines and identification of key dates. Arrange for internal/external stakeholder reviews and sign off and coordinate any changes required prior to implementation. Oversee and assess the work performed by internal resources and take corrective action, as required. 7.Be responsible for all the necessary arrangements associated with external consulting firms and vendors. Initiate requests for proposals, evaluate proposals, determine costs and other contractual details and work closely with external personnel to achieve optimum utilization of their resources. 8.Assist team leaders in planning and evaluating team or group meetings. Collaborate with team leaders to structure tasks, discussions, analysis and decision-making to ensure effective team operations and member involvement, including the identification of team or organization performance deficiencies. Provide guidance to teams/team leaders in the use of effective, systematic problem-solving and analytical processes appropriate to the improvement being sought. Maintain a diary of approaches used, as well as what was learned for each team using the facilitation service. 9.Facilitate teams in order to develop new process improvement initiatives and/or to improve on existing processes, and provide appropriate interventions to help teams function more effectively. Use a variety of techniques in response to team dynamics. Guide teams in decision-making about what data is needed and the best methods to gather it in order to analyze root causes of problems. Provide explanations of the principles of quality and work process improvement to team members. 10.Plan, prepare and deliver training in the application of various problem-solving processes and analytical tools to internal teams and occasionally to external groups (on a fee-for-service basis). Provide training relative to data collection techniques and show what conclusions may or may not be drawn from the data. 11.Create and maintain an effective partnership with team leaders, internal and external to the Business Unit. Clarify roles and create a written contract to document expectations and requirements. 12.Provide support services and maintain a facilitator network. Provide evaluative feedback to other facilitators and to team leaders, when requested. 13.Develop clear, concise communications and job aids related to new and revised processes being implemented for delivery to staff internal and external to the Business Unit, as required. 14.Act as a consultant to line management, various project teams and training department related to existing and new processes in regards to operational changes and impacts within the Business Unit. Represent the Business Unit in discussions, teams and committees involving other groups on matters related to process improvement and integration. Influence those concerned in order to adopt programs and activities which are better suited to the needs of the Business Unit. 15.Perform other duties as required Selection Criteria Education : Requires a theoretical knowledge in the field of social sciences to be able to understand management objectives, actions and related problems and the relationship of same to people in the workplace. Requires a knowledge of management information and reporting systems, group dynamics to be able to provide an effective service in counseling various business unit personnel relative to process improvement/process management initiatives, principles, techniques and programs. Requires a theoretical knowledge of teaching techniques and process methodology to develop and deliver training. Requires effective verbal and written communication skills to develop and deliver training, communication programs and to provide advice and guidance. This knowledge is considered to be normally acquired either through the successful completion of four year university education in the social sciences, or by having the equivalent level of education. Experience : Requires experience in a staff and/or line function to be familiar with employee relations issues, performance measures, training and development. Requires experience in a leadership role to be familiar with facilitation skills and team building practices and principles. Requires supervisory experience in order to deliver training and manage staff assigned to assist in special project work. Requires experience in project work in order to be familiar with cause analysis, development and implementation of solutions, measuring results, etc. Requires experience related to the delivery of programs including presentation format, program support material/manuals and the latest training and delivery techniques. Requires experience in dealing with consultants to be able to initiate/review proposals and/or manage contracts. Requires experience within the business unit to understand the various functions and interrelationships among the departments, etc, including the roles and objectives of the interested parties and stakeholders. Requires experience to carry out studies to assess and respond to business needs with respect to information systems and work processes. Requires experience in business practices and procedures in order to align work processes and identify gaps for review and improvement through the aid of related tools. A period of over 8 years and up to and including 10 years is considered necessary to gain this experience. At Hydro One we understand that the success and strength of our business rests with our people. When we develop their skills, we are investing in both their success and ours. To secure the best talent, we seek to create a workforce that reflects the diverse populations of the communities where we live and work and to create a culture based on safety, innovation and inclusiveness. We are honoured to be recognized by Forbes in its list of Canada’s Best Employers for 2024. Thank you for considering a career with Hydro One, we welcome applications from all qualified candidates. If you are having difficulty using our online application system and you need an accommodation due to a disability, please email [email protected] . Hydro One will provide reasonable accommodation for qualified individuals with disabilities in the job application process. Please note this email is only for accommodation requests. Resumes sent to this email address will not be considered. Deadline: May 6, 2024 In the event you are experiencing difficulties applying to this job please consult our help page here . Job Segment: Telecom, Telecommunications, Business Process, Employee Relations, Information Systems, Technology, Management, Human Resources

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.Your OpportunityAs part of BDO's Tax Service Line, you will assist clients with tax credit claims and other program funding opportunities by navigating the application process and ensuring our clients receive the maximum benefit under the program. Extensive on the job training will be provided for specific credit programs.As a Financial Consultant, you will be part of a dynamic professional services delivery team and work closely with clients’ financial and technical leaders. The ideal candidate for this role has a background in accounting and/or tax and is interested in pursuing a career as a client facing consultant.Scientific Research & Experimental Development (SR&ED) is a government funding program for R&D. You will be part of a national team of over 70 scientists, engineers and accountants.Key Accountabilities and ResponsibilitiesWork collaboratively as a member of our professional services teamMeet with clients senior financial & technical personnel to develop costing models for R&D projectsExamine and analyze client operations and processes to determine which qualify for income tax incentivesPerform and document calculations, prepare memos and/or other tasks required in the completion of claim working notesPrepare and/or review related tax schedulesLiaise with Canada Revenue Agency and relevant provincial ministries to favourably resolve client issuesConsult SR&ED court cases, views and CRA application policies to substantiate claim positionResearch client issues that arise from compliance or planning workGain industry specific knowledge and build special skills to aid the client marketBuild your knowledge base on industry specific grant application & programsComplete additional ad hoc duties or assignments as requiredHow do we define success for your role? You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and CollaborationYou understand your clients’ industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality workYou identify, recommend, and are focused on effective service delivery to your clientsYou share in an inclusive and engaging work environment that develops, retains and attracts talentYou actively participate in the adoption of digital tools and strategies to drive an innovative workplaceYou grow your expertise through learning and professional developmentYour experience and educationAdvanced skills in MS Excel and data analysis toolsBackground in Finance, Accounting, Commerce or related disciplinesKnowledgeable in current accounting principlesDemonstrated client service excellenceComfortable dealing with client personnel at all levels of managementSelf-motivated, organized and proactiveExcellent interpersonal skillsOutgoing, self-confident, and able to achieve individual and team objectivesPositive approach, willingness to learn and multi-tasking abilitiesAbility to work under pressure and meet strict deadlinesAdvanced skills in MS Office environment (Word/PowerPoint/Outlook) You value teamwork, client service, and quality in detailed workCorporate tax knowledge would be an assetFamiliarity with the Canadian SR&ED program and other government assistance programs would be assetPosition requires periods of concentration working with dataThis role requires minimal travel to other offices and clients, however, could involve travel during peak busy periods as it relates to client projects and deadlinesMust work well autonomously as a member of a national teamWhy BDO?Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2023. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Chief Inclusion and Diversity Officer, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role. Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our careers page.