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Consultant/ Senior Consultant, Strategy & Economy
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. KPMG is seeking a skilled, dynamic person to join the Economics and Strategy team of Advisory Services, a person with an outstanding work record and strong analytical, writing and communication skills along with proven teamwork abilities. The Consultant will work within a dynamic and experienced team that advises public, private and not for profit clients on matters related to strategy and economics, helping to perform a broad range of projects: Economic and financial modelling; Various macro and micro economic analyses; Market research and industry analysis Market research and industry analysis Economic impact studies Economic development strategies Public policy analysis Strategic planning exercises Business plan preparation What you will do You will be asked to: Contribute to key initiatives related to Quebec and Canadian economic development Support businesses and various organizations with an array of strategic issue reviews related to growth and development Collaborate with KPMG professionals based around the world on challenging and impactful projects. Consultant or Senior Consultant profile: Work on qualitative and quantitative analysis, involving in particular statistics, partially structured interviews, discussion groups and literature reviews Summarize studies and broad findings in the form of presentations and reports well expressed in Word and PowerPoint Support the growth of the firm and the practice by taking part in various intellectual initiatives What you bring to the role 2-5 years of relevant professional experience involving strategy and economics knowledge (advisory services experience, an asset) Excellent undergraduate or graduate record showing knowledge of strategy and/or in economics and/or public policy Relevant studies and/or experience in environmental economics, an asset Excellent written and verbal communication skills in french. Strong ability and willingness to manage several different projects in a deadline driven environment Maturity, confidence, creativity and strong entrepreneurial drive Comfortable facilitating meetings and managing teams and projects Ability to solve problems with confidence and creativity, and an entrepreneurial attitude Knowledge of Microsoft Word, PowerPoint and Excel Please attach your most recent transcript and a cover letter with your résumé. 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 SAP BPC consultant to maintain and enhance a Departmental Financial Management System in the public sector
S.i. Systems, Ottawa, ON
Our valued public sector client is in need of a Senior, Enhanced Reliability cleared, SAP BPC consultant to maintain and enhance a Departmental Financial Management System in the public sector. The objective of this requirement is to maintain and enhance the client's implementation of the applications, information and technology infrastructure needed to support the management and administration of the Department. To this effect, support services are required to maintain and enhance the Departmental Financial Management System (DFMS), which is on the SAP software. Responsibilities include but are not limited to: Review existing processes, organizational structure, and enterprise structure; Additionally, identify the risks associated with migrating to target architecture and technologies and make recommendations for risk mitigation; Carry out detailed configuration and modification to the SAP application; Automate aggregations, allocations, and other manual processes to speed up planning cycles; Implement pre-packaged industry and functional content for all types of planning; Build forecast models as well as update and adjust as needed; Integrate data from both SAP and non-SAP sources; Conduct unit and integration testing; Work with the Basis team to bridge the gap between Functional and Technical teams; Transfer functional and technical knowledge to the IRCC project team through information sessions, written instructions, and documents; Assist with problem solving from an ABAP (Advanced Business Application Programming) perspective; Work with the SAP Security and Authorization team to identify, create, or change user authorization roles; Research current methods against industry best practices and provide recommendations that best fit the overall business needs of the department; and Translate SAP functional and business requirements into technical requirements. Apply
Senior Consultant/ Manager - Workday - Financials Lead
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. KPMG's Workday Practice helps organizations maximize efficiencies and drive business value across the organization. We do this by working with CFOs and other finance leaders to help them transform their finance function using the core drivers of change: process optimization, target operating model development, and system implementation. We empower finance functions to become more insightful and true business partners. We are trusted advisors in budgeting and forecasting, close and consolidation, reporting and analytics, and all other areas of finance.What you will doAs a Senior Consultant/ Manager, Workday Financials, you will learn from some of the most eminent professionals in the sector and develop your personal skills by assuming the following responsibilities: Participate in Workday Financials projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization and lead some functional streams Review, map and improve Finance business processes (Source to Pay, Order to Cash, Payroll, Acquire to Retire, Project Accounting, Record to Report and Plan to Perform) Execute the day-to-day activities of advisory engagements for a variety of clients including finance function diagnostic, process redesign, system implementation... Identify and communicate findings to senior management and client personnel Support business development activities such as identification, proposal development, and other pursuit activities; work with the appropriate KPMG resources from other service lines/industries. What you bring to the role You are passionate about Workday and have at least 5 years of experience with Workday Financials. Bachelor's degree in accounting or related field. An accounting designation (CPA) is preferred. Completion of one full implementation with Workday Financials and Workday certification in Financials (Please note that any candidate hired by KPMG into this position that doesn't currently hold the aforementioned certification will be required to secure one within six months from the commencement of employment) Experience working in a client interface role in a variety of industries and businesses. Excellent communication skills Excellent analytical and problem solving skills with the ability to clearly identify and define problems and develop creative solutions to meet client needs. Travel may be up to 30%. KPMG BC Region Pay Range Information The expected base salary range for this position is $85,000 to $127,000 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. 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 .
Consultant, Banking Operations
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. KPMG's Banking Advisory Practice helps organizations to develop efficient and effective operations to support strategic business objectives. We support our clients in identifying, quantifying, prioritizing and delivering the changes required to align their operating models to their financial targets and strategic objectives. This approach helps deliver timely improvements in performance and visibility, and control for long-term operating impact. We start with the big picture, before narrowing it to reflect our clients' most pressing concerns, focusing on continuously streamlining operations to unlock value, delivering bottom-line improvements and enhancing quality and service levels. Our Banking Advisory practice are seeking a Consultant to strengthen our Banking offering in the Montreal office. We are looking for talented professionals like you, with a proven record for motivating teams and delivering exceptional, meaningful client service. What you will doAs a Consultant in our Banking Advisory practice, you will use your strong business acumen and be a key member of a high performing team. You'll be learning from some of the best in the financial services industry and growing your personal skillset by : You will be at the forefront of our payment solutions ecosystem, leveraging your expertise to assess, capture, and translate intricate business issues into well-structured payment solutions. Your proficiency in both operational and technical domains will enable you to develop comprehensive work stream plans that drive impactful change. Designing, building, launching, optimizing, and expanding full-stack payment solutions that precisely align with business requirements. Cultivate relationships with a diverse group of stakeholders. Serving as a subject matter expert, you will guide a diverse team of technology and project professionals during project implementation. Participate in requirement gathering workshops, you will gain a deep understanding of our clients' business needs. This insight will empower you to tailor functional solutions and product demonstrations that resonate with various stakeholders. In the pre-sales process, you will prepare compelling marketing materials such as presentations and demos to address potential customers' business requirements. Your expertise in showcasing the value of our solutions will drive new business opportunities. What you bring to the role A Bachelors' degree in a related discipline (may include undergraduate or postgraduate degree in Management/Business Administration, Engineering, Business Information/Technology, Finance, Public Administration, Data Sciences and Health Sciences) A minimum of 1-3 years of experience in c onsulting in banking services . Experience in planning and tracking projects, comfortable to work with executive and C-suite clients and s uperior communication skills . Strong analytical and problem-solving skills with the ability to identify and define problems and develop creative solutions to address client requirements clearly and articulately. Proficient in Microsoft Excel and PowerPoint . Ability to work independently once provided with direction but have an affinity for teamwork and relationship building. Individuals who take deep personal accountability for their work, have a passion for excellence, driven to achieve their full potential and understand the value of building relationships with clients, future clients, their communities, the global firm and each other. Open to learn new things and dive deep into new industries and business functions. This position requires written and oral fluency in English because it involves interpretation and application of English standards, guidance, laws and regulations, servicing of English-speaking clients located across Canada and collaboration with English Speaking colleagues located outside of Quebec. 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 .
114510 - Regional Director, Strategic Financial Planning
Vancouver Coastal Health, Vancouver, BC
Regional Director, Strategic Financial Planning Job ID 2023-114510 City Vancouver Work Location Exec - 601 W. Broadway, 11 flr Home Worksite 00 - Excluded - VCHA Labour Agreement Excluded Union 905 - Mgt/Excluded-VCHA (37.5 Hr) Position Type Baseline Job Status Regular Full-Time FTE 1.00 Standard Hours / Week 37.50 Job Category Leaders & Corporate Support Salary Grade 12 Min Hourly CAD $72.13/Hr. Max Hourly CAD $103.69/Hr. Shift Times 0830-1630 Days Off Saturday, Stats, Sunday Salary The salary range for this position is CAD $72.13/Hr. - CAD $103.69/Hr. Job Summary Come work as a Regional Director, Strategic Financial Planning with Vancouver Coastal Health (VCH)! Vancouver Coastal Health is looking for a Regional Director, Strategic Financial Planning to join the team Corporate Services team. Reporting to the Executive Director, Controller and Financial Services, the Regional Director leads in the development, planning and coordination of the health authority’s overall financial operating budget and multi-year financial plans, including overseeing the financial planning teams across the Communities of Care (CoC’s) and regional programs/services. The Regional Director provides health authority-wide leadership to: support strategic projects and initiatives, oversee Vancouver Coastal Health’s (VCH) financial performance management initiatives, and represent VCH Finance at regional and provincial tables to advance the health authority’s strategic priorities and mandate on behalf of the Executive Director. As a member of the senior VCH Finance leadership team, plan, implements and evaluates related resources in support of the strategic and operational needs of VCH, as well as informs the development of the strategies and goals to ensure the optimum delivery of appropriate financial services for VCH. Key partnerships include senior executive leaders and leaders across VCH as well as representatives from other Health Authorities, Health Shared Services BC/PHSA, and provincial government ministries to understand directives, and support in policy revision and development. Represents VCH and its entities’ interests in discussions and/or negotiations with government, other external organizations and agencies providing or requiring support services from the organization.Apply today to join our team! As a Regional Director, Strategic Financial Planning with Vancouver Coastal Health you will:Lead and direct the multi-year financial planning and business decision support functions for the organization, including overseeing the financial plans of the CoC’s. Develops funding strategies and business cases to support operational needs.Ensure the integration of key components of the strategic plan including regional programs, services plans, human resource strategies and other requirements. Aligns strategies across all stakeholders within the region when entity specific strategies may not be consistent with the desired regional/health authority approach.Achieve the organization’s operational and strategic objectives, and strategic projects and initiatives in a manner which ensures compliance with legislative frameworks, general accepted accounting principles and ensures that sound internal controls are in place to manage risk.Direct the preparation of long-range operating forecasts and scenarios. Supports long-range service planning activities including coordination, amalgamation, and/or integration of services to improve service, quality, and cost. Considers overall demand and develops plans that are regional in orientation, as well as sustainable and outcomes-focused.Develop the VCH performance management framework to measure and monitor organizational performance with respect to the financial and service plans according to governmental and organizational guidelines.Ensure the ongoing development and monitoring of required accountability documents, including the Government Letter of Expectations, the Health System Performance Framework, and the Annual Report. Represents the organization on related provincial steering committees.Develop business case methodology that allows for effective decision-making, prioritization and evaluation.Provide overall leadership and direction to team members using effective management techniques (E.G. coaching, mentoring, skills and leadership development and performance management).Carry out responsibilities in accordance with health and safety requirements. Immediately reports unsafe situations by notifying supervisor or other appropriate personnel.Perform other related duties as assigned. Qualifications Education & Experience Current Masters’ Degree in Business Administration supplemented by a minimum of twelve (12) years’ recent, related experience in progressively more senior financial management, strategic planning leadership roles in large, complex organizations or an equivalent combination of education, training and experience. Knowledge & Abilities Demonstrated ability in nursing practice related to designated client group - Acute Medicine; including but not limited to patients with complex diseases, respiratory therapies, IV therapies, substance abuse & addictions, and nutritional therapies.Demonstrates expert ability to develop and implement financial and planning policies/strategy and to identify and implement improvement initiatives.Comprehensive knowledge of accounting principles, financial and best practices and generally accepted accounting principles, as well as applicable legislation, healthcare issues and operations.Effectively communicates both verbally and in writing to lead, influence, and collaborate with a variety of stakeholders both internal and external to the organization.Proven leadership and management skills with an excellent sense of corporate priority and a strong business acumen.Demonstrates expertise and leadership in coordinating cross-organizational financial planning activities.Effectively problem-solves with a global perspective to incorporate the organization’s systems and strategies when developing viable solutions to problems.Physical ability to perform the duties of the position. Closing Statement As per the current Public Health Orders, as of October 5, 2023, all employees working for Vancouver Coastal Health must be fully vaccinated for COVID-19 or have received a single dose of the most-recent, updated COVID-19 vaccine. Proof of vaccination status will be required. If you have any questions, please reach out to Orlando Cerrato, Manager, Executive Talent Acquisition at [email protected]. WHY JOIN VANCOUVER COASTAL HEALTH? VCH is a world class innovator in medical care, research and teaching, delivering service to more than one million BC residents. At VCH, we embrace thinking boldly, taking smart risks, and ''going first'' when we believe it will lead to the best possible outcomes for patients and their families. We invite you to join us in creating healthy lives in healthy communities by showcasing our passion for care, connection to the communities we serve and our culture of teamwork that makes VCH a great place to work. Comprehensive health benefits package, including MSP, extended health and dental and municipal pension planGrow your career with employer-paid training and leadership development opportunitiesWellness supports, including counselling, critical incident and innovative wellness services are available to employees and their immediate familiesAward-winning recognition programs to honour staff, medical staff and volunteersAccess to exclusive discount offers and deals for VCH staff Equity, diversity, and inclusion are essential to our goals of creating a great place to work and delivering exceptional care. We acknowledge and accommodate unique differences and ensure special measures are in place so that all prospective and current employees are given an opportunity to succeed.We are committed to building a representative workforce and encourage applications reflecting diversity of sex, sexual orientation, gender identity or expression, racialization or ancestry, disability, political belief, religion, marital or family status, age, and/or status as a First Nation, Metis, Inuit, or Indigenous person. Vancouver Coastal Health is proud to be recognized as one of Canada's Top 100 Employers in 2023.Only short-listed applicants will be contacted for this posting.***Employees of VCH must apply online via the Internal Career Portal on CareerHub, you are currently viewing the External Career Portal. Refer to the https://my.vch.ca/working-here/job-postings site for instructions on how to view internal job postings and how to apply as an employee. Current VCH employees who apply to this posting using this external site will be considered as an external candidate. Seniority will not apply.***Thank you for your interest in Vancouver Coastal Health. Options Apply NowApplyShareEmail this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQsSoftware Powered by iCIMSwww.icims.com
Chief Financial Officer (CFO) // Chef des Services Financiers
Turning Point Brands Canada, Montreal, QC, CA
About the Company:Consumer defensive company in the Other Tobacco Products (OTP) and adult consumer alternatives industry, is known for its commitment to quality and innovation. With a portfolio that includes smokeless and smoking products, as well as NewGen products.Key Responsibilities:Strategic Leadership: Lead financial strategic planning and execution of growth strategies, with experience in scaling a company’s revenue substantially (e.g., from $3M to $50M within two years).Financial Management and Reporting: Oversee all financial operations, ensuring compliance with public company reporting standards. Experience in public company financial management is essential.Investor Outreach and Fundraising: Actively engage in investor outreach and fundraising activities, with a proven track record in raising substantial funds (e.g., $15M+).Team Management and Development: Manage and mentor teams in FP&A, accounting, and finance, with experience in leading large, cross-functional teams.Risk Management: Implement financial controls and risk management strategies, with a background in safeguarding company assets.Investor and Stakeholder Relations: Maintain relationships with investors, lenders, and financial institutions, requiring high-level negotiation and stakeholder management skills.M&A Expertise: Advise on significant M&A transactions and strategic acquisition targeting, with experience in deals over $100M.Qualifications:Minimum 15 years in senior financial management, preferably in a similar industry.Executed at least 10 M&A projects and valued a minimum of 50 companies.Advanced expertise in option trading and forex hedging, including proficiency in all types of currency hedging strategies.Experience in a consulting role with a top-tier firm.BSc in Finance and Economics; MBA or relevant certifications (CFA, CPA) preferred.Expert in financial modeling and software, including proficiency in Oracle ERP, Microsoft Navision, and Microsoft Power BI.Global work experience, particularly in the U.S., Europe, and MENA region.Additional Requirements:Deep understanding of the equity market with a successful investment track record.Exceptional leadership and communication skills.Experience in launching and scaling new ventures.Must have substantial experience in public company level reporting and compliance.Benefits and Salary:Salary: The Chief Financial Officer (CFO) role offers a competitive annual salary of $150,000 CAD.Benefits Package: In addition to the competitive salary, we provide a comprehensive benefits package that includes:Transportation Allowance: We offer an allowance to help cover your transportation expenses, making your commute to our office in Laval, Quebec, convenient and affordable.Mobile Allowance: You will receive a mobile allowance to support your communication needs, ensuring you can stay connected and productive.Home Office Support: We understand the importance of flexibility, so we offer support for your home office setup, helping you create a comfortable and productive remote work environment.Health and Wellness: At Turning Point Brands, Inc., we value the well-being of our employees. Our benefits package includes health insurance, dental coverage, and access to wellness programs to help you stay healthy.Retirement Plans: We offer retirement savings plans to help you secure your financial future, including contributions to your retirement accounts.Professional Development: As part of our commitment to your growth, we support professional development opportunities and continuous learning, including access to relevant courses and certifications.Work-Life Balance: We believe in work-life balance and offer flexible work arrangements to accommodate your needs whenever possible.Team Collaboration: Join a dynamic team of professionals who value collaboration, innovation, and a supportive work environment.Company Culture: Be part of a company known for its commitment to quality, innovation, and excellence in the Other Tobacco Products (OTP) and adult consumer alternatives industry.We are dedicated to providing our CFO with competitive compensation, benefits, and a positive work environment that supports personal and professional growth.Application Process:Submit a CV, cover letter, and professional references. The application will include multiple interview rounds and assessments.À propos de l'entreprise:L'entreprise de défense des consommateurs dans le secteur des autres produits du tabac et des produits de substitution pour adultes est connue pour son engagement en faveur de la qualité et de l'innovation. Son portefeuille comprend des produits sans fumée et des produits pour fumeurs, ainsi que des produits NewGenPrincipales responsabilités:Leadership stratégique: Diriger la planification stratégique financière et l'exécution des stratégies de croissance, avec une expérience de l'augmentation substantielle du chiffre d'affaires d'une entreprise (par exemple, de 3 millions de dollars à 50 millions de dollars en deux ans).Gestion financière et rapports: Superviser toutes les opérations financières, en veillant au respect des normes d'information des sociétés cotées en bourse. Une expérience de la gestion financière d'une société publique est essentielle.Sensibilisation des investisseurs et collecte de fonds: S'engager activement dans des activités de sensibilisation des investisseurs et de collecte de fonds, avec une expérience avérée dans la collecte de fonds importants (par exemple, 15 millions de dollars ou plus).Gestion et développement d'équipes: Gérer et encadrer des équipes dans les domaines de la comptabilité et de l'analyse financière, de la comptabilité et de la finance, avec une expérience de la direction de grandes équipes interfonctionnelles.Gestion des risques: Mettre en œuvre des contrôles financiers et des stratégies de gestion des risques, avec une expérience de la protection des actifs de l'entreprise.Relations avec les investisseurs et les parties prenantes: Entretenir des relations avec les investisseurs, les prêteurs et les institutions financières, ce qui nécessite des compétences de haut niveau en matière de négociation et de gestion des parties prenantes.Expertise en matière de fusions et acquisitions: Conseiller sur des opérations de fusion et d'acquisition importantes et sur le ciblage d'acquisitions stratégiques, avec une expérience dans les opérations de plus de 100 millions de dollars.Qualifications:Au moins 15 ans d'expérience en gestion financière de haut niveau, de préférence dans un secteur d'activité similaire.Exécution d'au moins 10 projets de fusion et d'acquisition et évaluation d'au moins 50 entreprises.Expertise avancée en matière de négociation d'options et de couverture du risque de change, y compris la maîtrise de tous les types de stratégies de couverture du risque de change.Expérience dans un rôle de consultant au sein d'une entreprise de premier plan.Licence en finance et économie ; MBA ou certifications pertinentes (CFA, CPA) de préférence.Expert en modélisation financière et en logiciels, notamment en Oracle ERP, Microsoft Navision et Microsoft Power BI.Expérience professionnelle internationale, en particulier aux États-Unis, en Europe et dans la région MENA.Exigences supplémentaires:Compréhension approfondie du marché des actions et expérience réussie en matière d'investissement.Compétences exceptionnelles en matière de leadership et de communication.Expérience dans le lancement et l'expansion de nouvelles entreprises.Expérience substantielle en matière d'établissement de rapports et de conformité au niveau des sociétés cotées en bourse.Avantages et salaire:Salaire: Le poste de directeur financier (CFO) offre un salaire annuel compétitif de 150 000 dollars canadiens.Avantages sociaux: En plus d'un salaire compétitif, nous offrons un ensemble complet d'avantages sociaux qui comprend:Indemnité de transport: Nous offrons une allocation pour vous aider à couvrir vos frais de transport, ce qui rend votre trajet vers notre bureau de Laval, au Québec, pratique et abordable.Indemnité de déplacement: Vous recevrez une allocation de téléphonie mobile pour répondre à vos besoins en matière de communication, ce qui vous permettra de rester connecté et productif.Soutien au bureau à domicile: Nous comprenons l'importance de la flexibilité, c'est pourquoi nous offrons un soutien pour l'installation de votre bureau à domicile, afin de vous aider à créer un environnement de travail à distance confortable et productif.Santé et bien-être: Chez Turning Point Brands, Inc, nous accordons une grande importance au bien-être de nos employés. Notre ensemble d'avantages sociaux comprend une assurance maladie, une couverture dentaire et l'accès à des programmes de bien-être pour vous aider à rester en bonne santé.Régimes de retraite: Nous offrons des plans d'épargne retraite pour vous aider à assurer votre avenir financier, y compris des contributions à vos comptes de retraite.Développement professionnel: Dans le cadre de notre engagement en faveur de votre développement, nous soutenons les opportunités de développement professionnel et l'apprentissage continu, y compris l'accès à des cours et des certifications pertinents.Équilibre entre vie professionnelle et vie privée: Nous croyons en l'équilibre entre la vie professionnelle et la vie privée et nous offrons des modalités de travail flexibles pour répondre à vos besoins dans la mesure du possible.Collaboration au sein de l'équipe: Rejoignez une équipe dynamique de professionnels qui valorisent la collaboration, l'innovation et un environnement de travail favorable.Culture d'entreprise: Faites partie d'une entreprise connue pour son engagement en faveur de la qualité, de l'innovation et de l'excellence dans le secteur des autres produits du tabac et des produits de substitution pour adultes.Nous nous engageons à offrir à notre directeur financier une rémunération et des avantages compétitifs, ainsi qu'un environnement de travail positif qui favorise l'épanouissement personnel et professionnel.Processus de candidature:Soumettre un CV, une lettre de motivation et des références professionnelles. La candidature comprendra plusieurs séries d'entretiens et d'évaluations.
Senior Consultant - Business Process Controls Specialist within Financial Services
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 providing IT Advisory and Assurance based services to clients in the Asset Management and Financial Services space. They will also be involved in training and guiding our new campus hires. What you will do Working closely with our Clients and Audit teams to conduct assessments of business process risks and controls primarily in the Asset Management (Custody, Funds/Pension Administration, Transfer Agency) and Financial Services space, including any experience in conducting automated controls embedded within information systems in support of our CSAE 3416 / SSAE 18 / ISAE 3402 Service Organization Control (SOC) audits and external audit engagements. Performing other engagements within the context of supporting the external audit, IT internal audit or SOC attestation engagements and assessment of business and IT related controls in large transformation projects. Reviewing new and existing systems in terms of adequacy of business and IT controls, security, operational considerations, data conversion, and project management assessment. 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 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. Guide field engagement teams as well as coaching and mentoring junior staff members. What you bring to the roleThe successful candidate will possess the following skills and behaviors: Bachelor's or MBA degree in Business or Finance required, ideally with a major in accounting. Completion of one or a combination of the following designations CPA, CFA, CISA, CRISC. The completion of a CPA or equivalent accounting designation is highly recommended. 2 to 5 years o f relevant experience in assessing information technology or business process risk ideally within a large consulting practice. Strong understanding and experience with business process, operations, and controls-based audits (e.g., SOC1, SOC2) is preferred. Experience within an external audit practice auditing clients in the Asset Management Financial Services industries. From this, a strong understanding of business processes associated with custodial/fund administration service providers, banks or insurance companies. For example, experience should cover multiple of the following areas: Custodial, Fund/Pension Administration (for retail mutual funds, institutional, pension, hedge and private equity funds), Transfer Agency, Capital Markets, Retail and Corporate Lending, Wealth Management, Broker Dealer, Investment Managers. Ability to work both - with little supervision and within a team environment. Excellent communication skills being able to express insights, both written and orally. Demonstrated ability to learn and succeed in a fast-paced environment. Attention to detail and strong organization and analytical skills. Strong understanding of business risks and audit risks. Have a high degree of personal confidence, enthusiasm, and drive. 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 .
Consultant/Senior Consultant- GIA
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. The Opportunity: KPMG's growing and market-leading Global Infrastructure Advisory practice is looking for an individual who is interested in infrastructure strategy, finance, procurement, project management, planning and operations to join our practice in Manitoba. Over the past 35 years, our Global Infrastructure practice has become the largest of its kind in Canada due to our deeply specialized knowledge and skills, and unrelenting commitment to client service excellence. As leaders of the industry, we are passionate about earning client trust. We take personal accountability in measuring success from the only perspective that matters - our clients. Our Global Infrastructure Advisory team - comprising of over 100 professionals nationally - is a multi-disciplinary group of capital project managers, accountants, engineers, management consultants, economics, and finance professionals, many of whom are former leaders and professionals from industry. We add value to our clients on their major projects by helping them understand and manage the risks associated with their projects and to improve performance. From strategy development through to operations, KPMG's Global Infrastructure Advisory practice provides advice to project owners, contractors, operators, investors and government organizations at every stage of complex projects and programs. What you will doThe wide range of businesses and projects we work on means that our people have huge variety in their roles. This variation in the role means there is no set pattern for the types of work you will be doing on a day-to-day basis. The successful candidate will assist in the delivery of high quality services to public sector and private sector clients. Working in a team, the Consultant will advise on projects for government (federal, provincial and municipal) and the private sector, across a wide range of markets including utilities, transportation, agri-food, manufacturing, real estate, education, healthcare, and other service sectors. Responsibilities of this position may include: Working on and leading multi-disciplinary teams on a variety of projects Communicating with different parties such as clients and other advisors Preparing and distributing reports and proposals Preparing proposals for RFP submissions Performing research, data gathering, economic, financial and statistical analysis Assisting with the development, and review of financial models Conducting thorough due diligence on financial and operational data Participating in strategic advice to clients based on detailed analysis Assisting in preparing strategic plans, business plans and business cases Contributing to a dedicated team of professionals in delivering advisory services to clients. What you bring to the roleYou are highly motivated and enthusiastic to take on a variety of challenges and opportunities. You have a strong academic record and are committed to professional development. You are passionate about being involved in your local community and university. You have a proven track record of successfully dealing with competing priorities and deadlines under pressure. You have a strong sense of personal accountability, and are focused on achieving your personal and career goals. Skills & Qualifications Undergraduate or graduate degree in business, finance, economics, engineering, planning, or similar area Excellent writing and verbal communication skills Strong interpersonal skills A team-oriented attitude, and ability to work independently and as part of an integrated team Proven capability of working within a multi-disciplinary team Demonstrated initiative and ability to communicate and engage with diverse groups Strong technical, analytical and problem-solving capabilities Flexibility to manage multiple assignments and competing priorities Strong quantitative and computer skills Ability to travel within Canada and abroad, as necessary. Preference given to those with: 3-5 years of industry experience in a relevant industry (e.g. government, engineering, construction, real estate, utilities); and/or Strong relationship-building skills to interact with clients and colleagues Driven to learn from experiences and seek out feedback and opportunities Ability to provide consultation and analysis for the variety of clients you will serve Excellent written and oral communication skills Strong financial, business, computer and analytical skills An intellectual curiosity. Demonstrated skills and experience in one or more of the following: economic and financial analysis leading and facilitating meetings/workshops operational and business improvement lifecycle asset management data analytics, business intelligence and GIS Keys to your success: KPMG individuals Deliver Impact | Seek Growth | Inspire Trust and understand that a diverse workforce enables us to deepen relationships and strengthen our business. 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 . 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 .
Consultant - Global Infrastructure Advisory
KPMG, Regina, SK
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. The Opportunity: KPMG's growing and market-leading Global Infrastructure Advisory practice is looking for an individual who is interested in infrastructure strategy, finance, procurement, project management, planning and operations to join our practice in Manitoba. Please note that Consultant is an entry-level position, with opportunities to grow your career at a leading global professional services firm. Over the past 35 years, our Global Infrastructure practice has become the largest of its kind in Canada due to our deeply specialized knowledge and skills, and unrelenting commitment to client service excellence. As leaders of the industry, we are passionate about earning client trust. We take personal accountability in measuring success from the only perspective that matters - our clients. Our Global Infrastructure Advisory team - comprising of over 100 professionals nationally - is a multi-disciplinary group of capital project managers, accountants, engineers, management consultants, economics, and finance professionals, many of whom are former leaders and professionals from industry. We add value to our clients on their major projects by helping them understand and manage the risks associated with their projects and to improve performance. From strategy development through to operations, KPMG's Global Infrastructure Advisory practice provides advice to project owners, contractors, operators, investors and government organizations at every stage of complex projects and programs. What you will doThe wide range of businesses and projects we work on means that our people have huge variety in their roles. This variation in the role means there is no set pattern for the types of work you will be doing on a day-to-day basis. The successful candidate will assist in the delivery of high quality services to public sector and private sector clients. Working in a team, the Consultant will advise on projects for government (federal, provincial and municipal) and the private sector, across a wide range of markets including utilities, transportation, agri-food, manufacturing, real estate, education, healthcare, and other service sectors. Responsibilities of this position may include: Working with Indigenous communities and organizations Working on and leading multi-disciplinary teams on a variety of projects Communicating with different parties such as clients and other advisors Preparing and distributing reports and proposals Preparing proposals for RFP submissions Performing research, data gathering, economic, financial and statistical analysis Assisting with the development, and review of financial models Conducting thorough due diligence on financial and operational data Participating in strategic advice to clients based on detailed analysis Assisting in preparing strategic plans, business plans and business cases Contributing to a dedicated team of professionals in delivering advisory services to clients. What you bring to the roleYou are highly motivated and enthusiastic to take on a variety of challenges and opportunities. You have a strong academic record and are committed to professional development. You are passionate about being involved in your local community and university. You have a proven track record of successfully dealing with competing priorities and deadlines under pressure. You have a strong sense of personal accountability, and are focused on achieving your personal and career goals. Skills & Qualifications Knowledge and understanding of Indigenous histories as they relate to current issues in reconciliation. Undergraduate or graduate degree (or technical diploma) in business, architecture or engineering, finance, economics, engineering, planning, or similar area Excellent writing and verbal communication skills Strong interpersonal skills A team-oriented attitude, and ability to work independently and as part of an integrated team Proven capability of working within a multi-disciplinary team Demonstrated initiative and ability to communicate and engage with diverse groups Strong technical, analytical and problem-solving capabilities Flexibility to manage multiple assignments and competing priorities Strong quantitative and computer skills Ability to travel within Canada and abroad, as necessary. Preference given to those with: 3-5 years of industry experience in a relevant industry (e.g. government, engineering, construction, real estate, utilities); and/or Demonstrated skills and experience in one or more of the following: Community engagement Infrastructure project planning, procurement or delivery economic and financial analysis leading and facilitating meetings/workshops operational and business improvement lifecycle asset management data analytics, business intelligence and GIS Keys to your success: KPMG individuals Deliver Impact | Seek Growth | Inspire Trust and understand that a diverse workforce enables us to deepen relationships and strengthen our business. 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 .
Senior Consultant- Core FRM (Non Quant)
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. The Opportunity KPMG's Financial Risk Management (FRM) professionals help companies manage complex market, regulatory, operational and credit risks by shaping their risk and business strategies to effectively mitigate or take advantage of such exposures and enhance their compliance stance. Backed by deep industry knowledge, our team works with organizations to strengthen their governance and operating models, positioning them to effectively achieve their risk management goals. KPMG's FRM professionals help organizations by addressing complex challenges, creating, and protecting sustainable business value and transforming risk into a strategic advantage. We are looking for a Senior Consultant with financial services industry experience or advisory background in financial services risk management. The ideal candidate is a highly motivated professional with excellent written and verbal communication skills interested in gaining leadership and client interaction skills. Familiarity with the Canadian and US regulatory landscape in banking, capital markets, and asset management is preferred. What you will doAs a FRM Senior Consultant at KPMG you will play a crucial role in helping financial institutions effectively manage their risks, including but not limited to credit risk, liquidity risk, interest rate risk, capital management, arising from their lending, deposits, treasury and capital market businesses. You will work closely with clients to understand their unique needs and problem statements and provide guidance to address these from both short-term and strategic perspectives. Your expertise will be instrumental in shaping our clients' risk management strategies and ensuring compliance with regulatory requirements. Examples of the engagements you will play a role on include but are not limited to: Client engagements focusing on Liquidity Risk, Liquidity Regulatory Reporting, Liquidity Stress Testing, Funds Transfer Pricing (FTP), Interest Rate Risk, Capital Adequacy, Capital Management, Resolution and Recovery Planning. Provide clients with gap assessments as well as design and implementation of processes to facilitate asset liability management, funding and liquidity planning, stress testing and capital management. Perform assessment and analysis of client's liquidity positions to identify potential risks and develop liquidity risk management strategies tailored to each client's specific needs. Perform testing and validation of the Liquidity Coverage Ratio (LCR), NSFR, NCCF, liquidity reporting and liquidity stress testing. Perform interest rate risk assessments to evaluate exposure and potential vulnerabilities within the balance sheet using key interest rate risk metrics (i.e., Net Interest Income (NII), Economic Value of Equity (EVE). Provide guidance to clients on optimizing asset liability management framework and practices to achieve interest rate risk management targets. Evaluate client's capital management process against regulatory requirements and provide assistance in stress testing, capital planning and capital reporting. What you bring to the role 3+ years of experience in the financial services industry (lending, treasury, capital markets, operations, compliance, internal audit, etc.). Strong academic background with a Bachelor's or Master's degree in Business, Finance, Commerce, Economics, Mathematics, Statistics. CFA or FRM designation is a plus. Knowledge of liquidity management, cash management, asset liability management, cash flow forecasting, funding, interest rate risk, capital adequacy and capital management. Familiarity and working experience with Canadian and US regulations pertaining to liquidity risk, interest rate risk, market risk (OSFI LAR guidelines, OSFI B-12, OSFI CAR guidelines, Fundamental Review of the Trading Book, Credit Valuation Adjustments, Reg YY, OCC heightened standards etc.). Experience in developing and / or testing quantitative models for risk measurement, pricing, and regulatory purposes (ECL, CCAR, capital, etc.). Familiarity with the processes, requirements, regulations, and challenges in relation to internal and external risk reporting. Understanding of risk data, data integration, data management and governance in the context of Financial Services industry. Expert knowledge of Microsoft Office Tools (Excel, PowerPoint, Word) is required. Experience with programming languages (R, Python etc.) and dashboarding tools (Tableau, PowerBI) is a plus. Keys to your success KPMG individuals Deliver Impact | Seek Growth | Inspire Trust and understand that a diverse workforce enables us to deepen relationships and strengthen our business. 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 .
Sales Consultant - Toronto, ON
Dynamic Synergy Group Inc., Toronto, ON, CA
Our client, a prestigious Real Estate Developer company in Toronto, ON is currently expanding! Seeking dynamic, high performing, growth oriented sales consultants to join their growing team!Job Description:The ideal candidate will have a minimum of 3 years business development experience ideally i.e in the financial services, mutual funds, mortgages, insurance or real estate development industry.In this role, you will lead initiatives to generate and engage with business partners to build new business for the company. This candidate will be focused and have strong communication skills. They should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy.Responsibilities:- Identify partnership opportunities- Develop new relationships in an effort to grow business and help companyexpand- Maintain existing business- Think critically when planning to assure project successQualifications:- Bachelor's degree or equivalent experience- 3-4 years' prior industry related business development experience- Strong communication and interpersonal skills- Proven knowledge and execution of successful development strategies- Focused and goal-orientedSales training provided.All qualified candidates may send their resume to .
Consultant/Senior Consultant - Governance Risk & Compliance Services
KPMG, Saskatoon, SK
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 Governance, Risk Compliance Servicesprofessionals provide a range of assurance and advisory services to enhance the efficiency and effectiveness of internal audit functions, enterprise risk management programs, third-party relationships, regulatory compliance, governance, and sustainability initiatives. We analyze and assess an organization's business strategies and related business processes and systems to help organizations understand and address business goals, requirements, risks, controls, and improvement opportunities. Our professionals bring both deep technical and industry experience, allowing clients to strengthen their key governance, risk management and compliance efforts while optimizing business performance. What you will doThe successful candidate will be involved in the delivery of client services including: Providing a broad range of Internal Audit, Risk and Compliance services, with a focus on internal audit, business process review/mapping, internal controls over financial reporting (ICOFR), and/or IT control testing. Developing recommendations to design and/or strengthen internal controls and assist in improving their efficiency and effectiveness, adding value to the organization. Assisting organizations with the delivery of specialized internal audit, internal control, and regulatory compliance projects utilizing proven methodologies and frameworks. Assist in the delivery of internal audit quality assessments. Delivering and, performing aspects of internal audits including planning, risk assessments, developing audit programs, executing fieldwork, and preparing reports. Assisting in reviewing the quality of the fieldwork and deliverables prepared by engagement members and providing guidance and leadership for performance improvement. Assisting with the development and delivery of internal audit and other basic risk training. Assisting with the creation of proposals and other business development initiatives Networking internally and externally to create strong relationships and opportunities for business development. Developing industry expertise to identify growth opportunities. #LI-Remt What you bring to the roleThe successful candidate will possess the following skills and behaviors: Bachelor degree in an appropriate field from an accredited college/university. CPA, or candidates currently pursuing their CPA, would be viewed positively. CIA, CISA, CRMA or other relevant qualifications and designations would be an asset. 2-5 years of experience delivering internal audits, internal control/ICOFR audits and/or IT audit/control engagements in a public accounting firm. Familiarity with internal control frameworks (COSO, COBIT) and experience in risk management processes is desirable. Demonstrated ability to collaborate with team members, internal/external stakeholders with various backgrounds, and at different levels in the organization is a must. Demonstrated ability to learn and succeed in a fast-paced environment. Excellent verbal and written communication skills. Attention to detail with solid organizational and analytical skills. Flexible in their style and willing to learn new ways, methods and approaches. Self-motivated and willing to ask probing questions to uncover client opportunities. Ability to convey concepts and services to clients clearly and logically. Displays a can-do attitude and continuously seeks ways to do things better. Maintains a professional demeanor at all times with clients and colleagues and is able to keep calm under pressure. Demonstrates passion for their community and participates in community enrichment activities. The successful candidate will possess the following skills and behaviors: 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 .
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.
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: 05/17/2024 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.
Senior Consultant, Financial Crime
Deloitte,
Job Type:Permanent Work Model:Hybrid Reference code:126090 Primary Location:Toronto, ON All Available Locations:Toronto, ON 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. Build your leadership skills at Deloitte University. Have many careers in one Firm. Partner with clients to solve their most complex problems The Financial Crime landscape is continually evolving and becoming increasingly complex for our clients to manage. Rapidly emerging fraud threats, cyber-attack typologies, and regulatory enhancements leave our clients struggling to manage the risk exposure in an agile and effective manner. What will your typical day look like? Perform SWIFT CSP compliance assessments for clients ensuring their defenses against cyberattacks are up to date and effective Support fraud engagements to provide business insights from the analysis of the client's challenges, consideration of the business environment and the potential risk exposure Enable and provide superior client service by proactively communicating with the client to understand needs and expectations, and coordinating with the team to effectively respond Lead project management of client engagement and internal initiatives, including project planning and tracking, and executive reporting Support with project delivery and engagement activities by collaborating with cross-functional stakeholders, leading the analysis and problem-solving approach of clients' challenges and providing direction / guidance on development of client deliverables Lead internal initiatives and pursuits by collaborating on content development for thought leadership and proposals, conducting research as required, and coordinating with management and junior team members to effectively meet expectations About the team Deloitte helps our clients to protect their brand and reputation by proactively advising on their exposure to fraud, money laundering, and other financial crime issues. Drawing on our global network of seasoned financial crime experts, intelligence analysts, technologists, and advanced analytics, we can quickly and efficiently gain an understanding of our clients' various Financial Crime risk exposures. We provide expert advice and solutions to address our clients Financial Crime Risk Management needs across the organization from strategy to implementation. As a Senior Consultant in the Deloitte Financial Crime practice, you will be leading the development of client deliverables and Deloitte thought leadership and solutions related to financial crime.Enough about us, let's talk about you You are someone with: 2 - 5 years of related professional experience; experience with payment systems is preferred A Bachelor's Degree or Master's Degree in one of the following disciplines Engineering, Statistics, Economics, Accounting, Business Administration or other similar disciplines. Relevant system and technology related experience includes: Conducting risk assessments and gap analysis Experience with systems/tool integration, functional and non-functional application design, QA, data management, security, testing, and general IT proficiency Testing of IT technology components, access & password management, encryption, etc. Project management experience with project planning, prioritizing, and tracking, client communications, problem-solving, and executive reporting General understanding of SWIFT infrastructure and Customer Security Programme knowledge is preferred Key consulting skills, including the ability to: Establish trusting relationships with client, colleagues, and leadership Analyze and solve problems, creatively and logically Communicate effectively in English, verbally and written Take initiative and self-manage time and workload Develop high-quality content for internal initiatives and client deliverables using Microsoft Office suite applications (i.e., PowerPoint, Excel, Word, Visio) Provide guidance and mentor junior team members, as required Total 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, Project Manager, Developer, Risk Management, Engineer, Legal, Technology, Finance, Engineering
Personal Mortgage Consultant
Manulife Financial Corporation, Vancouver, BC
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 DescriptionAs a Personal Mortgage Consultant (PMC) for Mortgage Brokers you will be responsible for growing our Mortgage Broker channel through the promotion and education of our Manulife Bank solutions. This will involve managing and deepening existing mortgage broker relationships and prospecting for new ones. You will continually grow positive relationships through targeted call campaigns, virtual meetings and professional telephone and email sales activity. Your depth of underwriting knowledge will allow you to offer mentorship and support to the broker on how to best position and package mortgage deals for submission.The ideal candidate is dynamic, loves challenging themselves, and has a fun competitive spirit. Your leader and your team will give you all the support, intensive coaching and training you need.Key Accountabilities:Education:Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education seriesWork with External Business Development Managers (BDM) to determine ideal candidates for the educational programProvide knowledge checks along the way to master statusDevelop, host and present virtual meetings for all brokers on your listFile Management:Support the broker through the entire process from pre-application to fundingProvide support and management to National Desks to solicit mortgage dealsManage funding ratios with brokers in their portfolioProcess referred and existing broker client deals.Relationship Management:Manage the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)Sales Planning:Handle and coordinate your daily tasks effectively to achieve efficiency metrics in a way that best supports mortgage brokers and the sales region as a wholeLeverage technology to build efficiencies within your territory and overall sales teamSkills Required: Proven ability to persuade and negotiate through consultation and active listening skillsProven sales competence, business development and prospecting aptitudeExecution of a repeatable and measurable sales processAbility to provide underwriting expertiseAble to nurture positive relationships with both clients and internal partnersHas strong time management skills and the ability to prioritizeDemonstrates effective communication, organization and collaborationTakes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter with a strong desire to winIs flexible and able to adapt to change, including changing priorities and tight deadlinesHas strong problem-solving and analytical skills; ability to investigate problems without supervisionIs results driven and team orientedComfortable with pay-for-performance compensation structureCoachable: Being receptive to feedback, willing to learn, embracing continuous improvementQualifications:College or University degree in a related fieldMinimum 2 years experience in the banking and mortgage brokerage industryStrong understanding of mortgage underwritingExperience conducting virtual meetings and presentationsExperience with Salesforce.com is preferredFamiliarity with Microsoft Office, including intermediate level of expertise using ExcelKey Performance Goals/MeasurementAchieve specific # of funded deals and volume targetsWorking Conditions: Limited travel may be requiredOutstanding compensation & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)Grow your career at Manulife in roles in our Banking, Insurance, Marketing and Asset Management areasAbout 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] & BenefitsSalary 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. Please contact [email protected] for additional information.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.
Financial Business Partner - Merchandising Planning
RONA Inc., Boucherville, QC
Financial Business Partner - Merchandising Planning Language English Français (CA) Apply Now At RONA, over 22,000 employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve. We operate or service some 425 corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to big box stores, our RONA+, RONA, Réno-Dépôt, and Dick’s Lumber banners are well equipped to help meet the needs of all DIYers and contractors. You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills. So, if you’re looking to do what you love, we could be a perfect match. Your role Act as a financial business partner for the Merchandising team Margin analysis, impacts on markdowns, as well as rate, volume and mix. Support and make recommendations to Merchandising departments in various projects such as demand planning, management of markdowns and inventory overstock, supply and profitability of products. Work in partnership on the development of action plans with Merchandising in order to achieve budgeted sales and margin targets. Collaborate to put in place and periodically monitor buying plans are in line with the inventory strategy for these categories. Build financial budgets while compiling all future initiatives. The qualifications we are looking for University degree in administration, accounting concentration would be an asset; 3 years of relevant experience as a financial analyst; Hold or in the process of obtaining a recognized professional designation CPA would be an asset; Possess strong skills in analysis; Have marked communication skills; Extensive knowledge of Excel, Access is an asset; Demonstrate initiative and attention to detail; Understanding and interpreting complex themes and issues; Our Hybrid Workplace Policy establishes that associates need to have a reliable transportation to and from our corporate head office located in Boucherville (Quebec), to come to the office on a regular basis. We require all our head office associates to be proficient in French, spoken and written. By joining the RONA family, you’ll enjoy many benefits, such as: A fitness centre, sports activities, and showers A childcare centre that can accommodate up to 78 children A cafeteria with a delicious menu prepared by a dedicated chef, healthy options, as well as FARO Roasting Houses and Tim Hortons coffee stations Exclusive employee discounts, plus a 10% discount on store merchandise (at all RONA locations) Benefits: retirement savings plan, annual bonuses, student incentive program, etc. Electric car charging stations Career growth opportunities within the company An inclusive and safe working environment Promotion of work-life balance An employer that’s involved in the community And much more! RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status. Apply Now
Wealth Planning Advisor
BMO, Vancouver, BC
Application Deadline: 05/25/2024Address:595 Burrard StreetThe Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommend strategies to help clients preserve, enhance, transfer, and protect their wealth.The Wealth Planning Advisor (WPA) is responsible in providing subject matter expertise around wealth planning practices and technical support to our planning software, BMO WealthPath. WPA provide subject matter expertise on a broad range of planning strategies, including investment and retirement planning, transition planning, estate planning, personal taxation and insurance and wealth planning strategies for corporations. As part of the Centralized Financial Planning team, the WPA will collaborate in partnership with frontline planning professionals, to build/update wealth plans supporting the client digital planning experience.Centralized Planning and Coaching Support 50%Support BMO Wealth Planning and Advisory Team's Centralized planning platform. Prepare & create financial plans and update financial planning requests sent by frontline planners. Work with Investment Advisors to create financial plans for clients, including discovery support and delivery of plans. Provide Subject matter expertise to all wealth planning professionals through the enterprise. Provide technical expertise around BMO WealthPath and positive coaching around wealth planning.Respond/Refer escalated inquiries from WPST team and cases that require more complex product, technical and taxation and estate planning knowledge.Work in partnership with the HNW Wealth Planning Consultants, providing technical software support where required. • Provide Financial Planning expertise where required on enterprise-wide working teams and programs. • Maintain awareness of latest legislative changes around wealth planning and other financial industry changes that may affect team processes and/or impact financial planning delivery in LOBs. • Continually evolve wealth planning skills to include complex planning techniques, example Executive compensation, Trusts, complex corporate structures, and insurance. Provide Subject matter expertise (40%)Provide Wealth Planning subject matter expertise to Wealth Professionals and enterprise initiatives.Provide technical support and subject matter expertise to front line planners through multiple channels: phone, email, and MS Teams.Maintain awareness of latest legislative and other financial industry changes that may affect Financial PlanningAssist/contribute to development of tools that encourage adoption of Financial PlanningAssist/ develop support materials related to financial planning, such as reference guides, FAQ's, Weekly Quick Tips and other relevant documentation.Perform quality review and audit functions - Check accuracy and quality of Financial Plans created by users to mitigate risk to the organization (in accordance to process and standards set).Business Processes/Operational effectiveness (10%)Assist in the maintenance of the quality review front line handbook for errors, improvements, or additions.Assist in identifying business requirements for WealthPath and participate in user-acceptance testing of upgrades to WealthPath. Identify limitations and issues with WealthPath software design based on Planning knowledge (i.e., assumptions errors or calculation errors) and communicate through formal Change Request process.Knowledge & Skills:At least 5-7 years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.Strong understanding of advanced financial planning concepts and how to model in planning software.Professional Planning Designation (CFP or PFP or QAFP) or IQFP (required for Quebec)Strong Technical Knowledge of WealthPathStrong customer services skills and focusExcellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365. Etc.)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.Results oriented and client focused.At our company, we have been helping our customers and communities for over 195 years. Collaborating with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.To find out more visit our website at www.bmo.com/careers .BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.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.
Social Science & Engagement Consultant
WSP Canada, Toronto, ON
The Opportunity: WSP's Social Science & Engagement Team in Ontario is seeking a Senior Social Science & Engagement Consultant that is looking to lead a terrific team of social science and engagement specialists . The team is part of our broader Environmental Planning business unit and works alongside a diverse group of environmental planning and permitting consultants, archaeologists, engineers and other environmental specialists from across the province. Together in an interdisciplinary environment, we study the interactions between human populations and the natural and physical environments in project-specific contexts. This includes a wide range of industrial, government and Indigenous organizations and involves a variety of project types and sectors, ranging from municipal infrastructure to natural resource developments. The role involves leading lead a team whose services include communication and engagement with public stakeholders, government agencies and Indigenous nations and peoples, social and economic baseline research, socio-economic impact assessments (including GBA+ analysis, land and resource use, visual aesthetics, human rights assessments and impacts to Indigenous rights), socio-economic effects monitoring and management, as well as Indigenous knowledge studies. Working across geographies and disciplines, our team leads the advancement of social inclusion internally and with our clients to strengthen the social aspect of ESG throughout our projects. As the Team Lead, you could be located at any of our Ontario offices. Reporting to the Director of Environmental Impact Assessment and Social Science for Ontario, you will be responsible for leading and growing a team of about 8 to 10 social science and engagement specialists in a hybrid work environment. 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.#WeAreWSPWhat you can expect to do here: Technical Consulting Responsibilities You will apply approximately 60% of your work time in a consulting role, active on project delivery of technical work and client deliverables in your area of specialization. You will conduct and oversee comprehensive literature reviews for socio-economic baseline, qualitative data analysis, interpretation, and reporting for multi-disciplinary projects. You will lead the assessment of project impacts on the human environment, considering aspects such as regional and local economies, community services and infrastructure, land use and recreation, and community well-being and safety. You will lead primary research by conducting key informant interviews with knowledge holders within Indigenous communities, as well as regulators and other stakeholders. You will manage and guide junior and intermediate staff in secondary research and primary qualitative and quantitative data collection. You will guide the preparation of social and economic baseline research, socio-economic impact assessments (e.g., GBA+ analysis, land and resource use, visual aesthetics and impacts on Indigenous rights), and socio-economic effects monitoring and management. You will prepare and support technical and financial proposals for both internal and external clients, and be accountable for client management on behalf of the team. You will undertake quality reviews of project deliverables, including proposals and technical documents. You will offer technical leadership to project teams, providing strategic advice and oversight of deliverables. You will direct planning and implementation of Indigenous and public communication and engagement programs (in-person and virtual), leading engagement events when appropriate. You will facilitate the incorporation of Indigenous knowledge into impact assessments, following best practices such as OCAP® principals, the preferences and cultural protocols identified by Indigenous groups, and applicable regulatory requirements. You will use strong project management skills to manage and direct projects, maintaining control of scope, schedule, costs, and quality of products and services. You will contribute to the growth of the team by developing and maintaining strong working relationships with key clients and identifying new project opportunities. You will collaborate with other disciplines within WSP with respect to multi-faceted/multi-disciplinary projects. You will lead interactions with external clients, regulators, members of the general public, Indigenous communities and other project stakeholders in relation to development projects. Team Lead Responsibilities You will apply approximately 40% of your work time to the Team Lead role, as described below. You will supervise entry-to-mid level employees, providing day-to-day direction in alignment with departmental procedures You will demonstrate excellent interpersonal skills with good leadership and management abilities, and communicate effectively with both direct reports and senior management You will support the team's workload and resource planning, and monitor recruitment needs to meet project and budget targets/demands. You will be responsible for the day-to-day management of human resources, monitor non-billable hours, and provide approval and oversight of timesheets, expense reports and overtime. You will mentor staff and support career development plans; identifying career goals and development opportunities for your team, and for yourself. You will foster an atmosphere of continuous improvement through on-the-job coaching and guidance, and proactively create and maintain a positive work climate. You will conduct regular check-ins and performance management reviews, ensuring that staff have a clear understanding of expectations and accountabilities, and receive positive and constructive feedback. You will contribute to business development, including proposals and marketing of socio-economic and engagement services. You will support the achievement of relevant Key Performance Indicators (KPIs) for the Business Unit (e.g., staff chargeability and revenue targets). You will contribute to the growth of the team by monitoring resource needs and hiring new staff You will ensure health and safety policies are followed, and be a role model for WSP's guiding principles. You will receive tactical direction, feedback, and guidance to meet established goals and operational priorities You will provide input to the Director for budget and business planning purposes, and strategies to improve operational efficiencies You will work a hybrid model, being in a workplace at least three days per week, and you may travel for short duration trips and events. What you'll bring to WSP: Graduate degree in the social sciences or an interdisciplinary field (e.g., Indigenous studies, anthropology, sociology, community studies or urban planning). Applicants with undergraduate degrees will be considered with appropriate commensurate experience. At least 12 years of relevant experience, with 5-7 years conducting social and/or economic research and analysis, social impact assessment, or stakeholder/Indigenous engagement. Experience as a professional consultant or a working in a similar environment Experience managing or leading teams; demonstrating strong leadership, communication, collaboration, decision making and problem-solving skills. Technical knowledge of the socio-economic impact and traditional land use requirements of the Ontario Environmental Assessment Act, federal Impact Assessment Act, and related legislation. Experience developing communications materials and managing complex stakeholder interactions Demonstrated experience working with qualitative and quantitative research methods. Knowledge of Indigenous cultural, historical, and political context in Canada, including awareness of Indigenous interests, treaties and rights, Duty to Consult, UNDRIP and Truth and Reconciliation considerations. Familiarity with innovative consultation and community engagement tracking software. Strong analytical skills and a solid understanding of environmental assessment methodology. Experience working with Indigenous groups in Ontario, preparing or incorporating Indigenous Knowledge and land use studies to meet regulatory requirements. Ability to travel for work. Excellent written, verbal and interpersonal communication skills in English. French or an Indigenous language is an asset. 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.