Overview of salaries statistics of the profession "Investment Accounting Associate in Canada"

The Real Estate Centre Inc. is an Ontario based real estate brokerage with offices in Toronto (East and West), Vaughan, Newmarket, Innisfil, Barrie, Orillia and Gravenhurst serving areas beyond their physical locations.We guide and assist our clients with all their real estate needs. Whether they are ready to buy a property, sell an existing one, invest, develop or lease we will create the right opportunity for them to achieve or exceed their real estate goals.We are looking for an Accounting Supervisor who will act as a point of contact between the different parts of the team as well as external parties, such as vendors, clients, lenders, etc.Responsibilities• Coordinates and reviews the work of the staff processing, verifying and recording financial documents and forms, administrating payments, advising clients about financial and tax-related matters.• Supervises the day-to-day work of all assigned staff including the scheduling, assigning and reviewing of work. Monitors staff attendance and performance, recommends disciplinary action when necessary.• Motivates and trains assigned staff, ensuring effective teamwork, high standards of work quality, productivity and organizational performance, continuous learning and encourages innovation in others.• Acts as the principle liaison with the company’s team members and stakeholders on matters related to tender calls and requests for proposals, and the execution of the corresponding contracts and agreements.• Provides payment support services, supervises the preparation and processing of progress payments for contracts, payments for invoices and operating expenditures. Ensures all appropriate holdbacks are retained.• Coordinates preparation of expenditure liabilities at year end.• Supervise contracts, purchasing and payable documents for storage and archive purposes.• Ensures contractual obligations, policies and procedures related to payments are met in accordance with contracts and agreements.• Organize and analyze clients’ financial information, delegate related tasks to the assigned staff and supervise the process• Develops and manages client and stakeholder expectations and relationships through effective service agreements, communication and monitoring of commitments and obligations.• Provides input into and administers assigned budget, ensuring that expenditures are controlled and maintained within approved budget limitations.• When required participates in meetings with clients, stakeholders and service providers.• Provides assistance during tax audits, and responding to notices from tax authorities.• Participates in development of recommendations to streamline and improve financial controls, financial systems, recording and reporting for financial transactions• Identify and understand problem-solving techniques and facilitate a process to solve issues (internally and externally)• Work alongside our investment partners to ensure appropriate reporting and support are provided on a timely basis• Work cross functionally with other team members and departments to ensure we remain aligned with our vision, goals and values• Maintain comprehensive tax records and financial data for institutional use and auditsQualifications and skills• College diploma in Accounting or the equivalent combination of education, training and/or experience.• 5 years financial accounting experience, with an emphasis on accounts receivable life cycle, in a public or private sector accounting environment.• Thorough knowledge of international accounting and generally accepted principles and practices, financial and internal controls, and relevant policies, procedures and legislation.• you have knowledge of financial and reporting systems associated with accounting, finance, monitoring and management reporting• Experience with revenue recognition and analysis.• Considerable experience using computer-based accounting systems (e.g. SAP).• Considerable experience using Microsoft Office Suite Applications (e.g. Excel and Word).• Excellent analytical, conflict resolution and problem-solving skills.• Ability to investigate financial matters/issues and apply knowledge of accounting / auditing principles, modern controllership practices to develop solutions / proposals for senior management that are cost efficient, effective and economical• Highly developed communication skills (oral and written), with the ability to produce comprehensive and concise reports.• Strong customer service and interpersonal skills with the ability to establish effective work relationships with staff at all levels within the organization, as well as internal and external clients• Ability to exercise independent judgments and discretion in dealing with confidential matters.• Excellent organizational and multi-tasking skills and the ability to work independently with minimum supervision prioritize work schedules and plan and execute tasks within tight timelines.• Ability to extract and analyze data to prepare options and recommendations• Experience working within U.S. or international personal, partnership, trust and corporate tax within public practice is considered an assetFull-time: 35 hours/ weekPermanentSalaries: $63,700 / year ($35.00/ hour)

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Deal Advisory Services group is seeking professionals at the Associate level to join our growing Edmonton practices. We offer independent investment banking, transaction services, valuation and other financial advisory, services to private and public companies. Through KPMG Corporate Finance Inc., a wholly owned subsidiary of KPMG LLP and the OSC regulated limited market dealer through which KPMG LLP's investment banking services are provided in Canada, KPMG's corporate finance services include buy-side and sell-side financial advisory, financing services including raising debt and equity capital, valuation/pricing analysis and due diligence support. The successful candidate will participate in a wide range of Corporate Finance assignments involving local, national and international clients of the firm. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction process. The successful candidate will be responsible for: Conducting financial and valuation/pricing analyses (including the development of complex financial models), as well as qualitative assessments, of companies across various industries. Assist in identification and research of potential acquisition targets, purchasers and/or investors, as applicable. Help lead the preparation and distribution of confidential information memorandums and other key documents prepared as part of sell-side divestiture processes. Communicate directly with clients, other advisors, and counterparties. Assist with proactive business development and deal initiation activities. Provide analytical and market research information (i.e. public company pricing multiples, precedent transaction analysis, industry research, etc.). At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the roleA successful candidate will be able to demonstrate strength in the following key areas: Successful completion of, or intention of completing the CPA examination process. Interest in developing expertise related to valuation concepts and techniques. Enrollment in the CBV program will be expected (if not already complete). Proficiency in working with Microsoft Excel, PowerPoint and Word and ability to learn to work with new applications. Excellent analytical, critical thinking, writing and verbal communication skills (including public speaking) High attention to detail and organizational skills. Strong problem-solving skills with the ability to apply new knowledge in the preparation of creative and bespoke client deliverables. Highly motivated, achievement-oriented, committed, self-starter and ability to prioritize work/cope with changing priorities while working independently and with a team. What we offer Support for candidates to enroll in and complete professional designation programs (CPA, CBV etc.) including paid enrollment costs, paid study / exam days, ongoing coaching and third-party courses / materials for exam preparation. A total rewards approach to compensation, including the ability to earn performance based bonuses. Meaningful roles on a variety of M&A transactions involving mid-market companies, with support and coaching from senior Corporate Finance professionals that promote professional growth and development. Assignment of a Performance Manager on day one to help guide and grow your career as a Corporate Finance professional. Deal Advisory team events throughout the year to help sustain a strong team culture. Modern, recently renovated downtown office space in both Edmonton and Winnipeg. Comprehensive health benefits from day one. Wellness benefits including a lifestyle spending program and accreditation bonuses. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .

UNLIMITED POSSIBILITIES AHEAD.Position: General Accounting AssociateStatus: Full-Time: 12-month ContractDealership: OpenRoad Head Office BurnabyDepartment: AccountingWe believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest growing automotive retail groups in the country (representing 21 automotive brands across 34 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their role.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS including; Acura Audi, BMW, Genesis, Honda, Hyundai, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives including but not limited to: Discounted Vehicle Purchasing Program, Boot Allowance, Computer Rebate Program, Employee Referral Program, Employer RRSP Matching Internal and external, training & development opportunities for skill-development and growth Be part of a collaborative, friendly and progressive work-culture with an emphasis on transparency, innovation, relationship and empowerment Comprehensive extended health and dental plan, tailored around Associate wellness Recognition and Engagement Events! Your contribution: Post vehicle sales onto GL/Review vehicle deals on daily basis Check car deal paperwork for compliance Prepare month-end Cardesk packages In charge of asset, liability and capital account entries by compiling and analyzing account information Reconcile financial discrepancies by collecting and analyzing account information Filing Contribute to a strong relationship through positive interactions with Business Unit Assist with preparations for audits Responsibilities also include (but are not limited to) analyzing trends, costs, revenues, financial commitments Responsible of reconciling schedules by communicating with business units Perform financial activities including month-end/year-end closing/submission, analysis, and reconciliation of general ledger accounts in timely manner Perform daily vehicle flooring payout/chattel Keep track of payments and receipts between dealership and manufacturer. What it takes to be part of our dynamic team: Familiarity and experience with CDK is a plus CPA is preferred• Detail oriented and highly organized Strong interpersonal skills & ability to work in a team environment Skilled in time management and the ability to prioritize tasks Bachelor's Degree in Accounting or equivalent work experience 3+ year Experience with creating financial statements Internal Candidates MUST apply by filling out the Internal Endorsement Form on the Intranet. Failure to complete the form will cause a delay in your application.https://orag.bamboohr.com/careers/3694 We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.JOIN US AND GROW WITH US!We thank all those that have applied. Only those considered for the position will be contacted.

Location: Shelbourne Branch Job Type: Full Time myWork Options: In-person Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support. In partnership with the Financial Planner this position will work to expand relationships, and over time source and obtain business, while supporting the fulfillment of the partnering Financial Planners day to day activities. This role focuses on maximizing business opportunities by delivering a positive and unexpected member experience through strong relationships. The Associate Financial Planner may also work outside regular business hours to network in the community to build business opportunities. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required. This role will provide hands-on training and opportunity to build your depth in financial planning while working in a professional, dynamic work environment managing lower tier members off the FP book. PFP and CFP are a requirement. What you'll get to do Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.. Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP. In partnership with FP, effectively execute marketing and business development activities Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc. Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP Service the financial needs of members during times when the FP is not available including executing trades as outlined by FP and/or existing planning documentation In collaboration with the FP and Branch leadership may work on special projects, as required inlcuding providing support and sponsor local and organizational initiatives, assisting with technology service / maintenance of systems. Understand and support Coast's vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives. Is knowledgeable on and in partnership with the FP ensures adherence to all operational, risk and compliance processes as required. Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes. As directed by the FP, process transactions to direct assets into suitable financial products based on the client's risk/reward tolerances and demographic profile and documented planning/next steps Proactively identify business opportunities for member appointments and in partnership with FP refer to internal partners based on member need Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times. Resolve customer issues, concerns and/or problems promptly as required. Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Proactively build pipeline opportunities for FP to optimize during member meetings. Responsible for effectively administering and supporting a portfolio generating $500k or more in revenue and holding $60 million or more in investment assets. Accountable for mutual fund sales for smaller balance accounts as required. Demonstrate capability to effectively complete a Personal Guide and Investment Guide. Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable. Taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail). Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members. Builds relationship to ensure contribution to the team as well as able to work independently if required. Who are we looking for Minimum 4 - 6 Years of Job-Related Experience Incumbent must have direct experience in an investments capacity working with portfolios and regulatory requirements for a minimum of 3 years. Required to hold an IFIC and/or QAFP License; PFP and/or CFP required for all aspiring into Financial Planner role. Those aspiring to be Financial Planners must have had exposure to credit and attended the CCS credit cohort as well. Proficient in using E-mail, Word, Excel (& PowerPoint), and possess the aptitude for learning new technology, systems. Secondary language (i.e. Cantonese/Mandarin/Farsi/Punjabi or Korean etc...) would be considered an asset but is not essential. Should have working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software. Must have a solid understanding of investment portfolios, regulatory suitability, and current knowledge of daily market activities. While not the lead advisor should demonstrate good judgment when assisting members in the absence of the Financial Planner. Business Acumen: understands how business works, including current and future strategies, practices, trends, economics, and technology; understands the competitive environment and how strategies and tactics work in the marketplace Collaboration: demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others Communication: demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills. Decision Making: makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions Developing Self: Is self-aware and has an accurate understanding of strengths and weaknesses; committed to and actively works on continuous self-improvement; establishes focused "SMART" development goals and activities leveraging input from manager Drive for Results: Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others Initiative: Works effectively with limited supervision and within established authorities; is proactive in identifying and pursuing tasks with energy, drive, and a need to "finish"; knows when and what to refer for guidance and/or approval Member/Client Focus: dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and fast growing private client wealth management business. As an Associate Wealth Advisor & Financial Planner your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients. As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 3-5 years of experience dealing with HNW Clients as a Financial Planner and this is an on-site and in-the-office role.What will you do?Provide bespoke financial planning advice and wealth management strategiesUse proprietary software to prepare financial plansWork with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategiesDevelop the service plan for ongoing financial planning and wealth management advicePromote and support a work environment that inspires innovation, creativity and collaborationWhat must you have to succeed?First class client service skillsAt least 3-5 years of relevant investment industry & financial planning experience with HNW ClientsExceptional verbal and written English skills especially over the telephoneRecognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)Commitment to obtain CFP or PFP designation (if not already held)Bachelors Degree from a recognized universityIIROC licensed as a Registered Representative (RR) (or willingness to obtain)Attention to detail and strong organizational skillsAdvanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)Resident of the BC Lower Mainland and legally able to work in CanadaWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-16Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 03/29/2024Address:100 King Street WestJob Description:The BMO Multi-Asset Solutions team is a Toronto based center of excellence within BMO Global Asset Management (GAM) Canada. The Multi-Asset Solutions team offers an inclusive workplace and values the diverse background of its employees. The team manages approximately C$60 billion covering over 100 investment mandates for retail and institutional clients. The team has a strong investment process and discipline to deliver repeatable investment excellence. BMO's multi-asset capabilities and funds are designed around helping investors meet their long-term investment goals. Our team works to achieve the right balance between managing risks and grasping opportunities - both elements are important as we work to deliver the outcomes our clients seek. In addition to a rigorous strategic asset allocation process, tactical asset allocation is also used to take advantage of market opportunities. The Associate Portfolio Manager will be a key individual on the Multi-Asset Solutions team, helping to drive strong risk adjusted returns across the various portfolios.The ideal candidate has a very collaborative approach with a strong background in macroeconomics, understanding of global asset classes, strong technical expertise and strong analytical skills.Key Responsibilities include:• Managing daily cashflows for the portfolios• Participating in underlying fund reviews• Providing economic and market views• Driving portfolio construction improvements• Providing input into model enhancements• Designing and producing regular and ad-hoc reports and dashboards• Staying on top of domestic and international economic and political trends• Providing mentorship to more junior members of the team• Collaborating, sharing information and insights across the investment teams• Fostering relationship with various internal partners• Presenting to external clients• Adhering to all compliance, regulatory and legal guidelinesQualifications• 5+ years of industry experience in top-down portfolio construction/portfolio management/capital markets/risk management• Strong multi-asset class knowledge• Strong proficiency with MS Excel/VBA • Knowledge in programming (R, Python, MATLAB, SQL)• Experience with Bloomberg, Charles River, and FactSet• Exceptional analytical and quantitative skills• Experience in the use of derivatives• Excellent verbal and written skills• Strong collaborator• Undergraduate degree in Math, Statistics, Computer Science, Economics, Engineering, Finance, or similar discipline• CFA CharterholderGrade: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.

Application Deadline: 04/25/2024Address:100 King Street WestBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarketsProvides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank's exposure and adhering to regulatory statutes.Reads, analyzes and interprets research report, market data, financial reports, and legal documents in order to better serve client needs.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Acts as point person to provide client support in the form of proposals, marketing material, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader.Supports sales activities with trading strategies, definition and market information customized to suit their client's individual needs.Provides support for an outstanding client experience.Uses good judgement in meetings/speaks up with ideas/communicates ideas effectively/asks good questions.Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness.Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.Defines problems, collects data, establishes facts, and draws valid conclusions.Develops an understanding of and proficiency in using all required systems and models.Helps colleagues with the presentation of information and preparation of proposals for their review.Assists colleagues in the research and resolution of administrative/operational issues.Understands the complexity of transactions and related risk (market, operational, legal / compliance, etc.).Maintains and develops knowledge of client systems/applications, and the internal web-based document databaseConsiders risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2-6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Degree in Accounting/Economics/Mathematics/Statistics, CFA preferred.Analytical and problem solving skills - In-depth.Data driven decision making - In-depth.Working knowledge of financial markets with previous exposure to the financial markets and/or analysis gained through a combination of work and educational qualifications is required.Basic understanding of trading or sales procedures and broader regulatory and financial concepts.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Influence skills - In-depth.Compensation:$90,000 to $110,000Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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 Corporate Finance Inc. is the Ontario Securities Commission regulated entity through which KPMG LLP's investment banking services are provided in Canada. KPMG's Corporate Finance services are principally comprised of merger, acquisition and divestiture advisory services and financing services including raising debt and equity capital. We offer independent financial advisory and investment banking services to both private and public companies. Acting independently of financing sources, we provide clients with objective advice, focusing on strategies that can help meet corporate and shareholder objectives. Our Canadian team consists of over 100 bankers and works with a global team of over 3,000 bankers in 92 offices, thus providing KPMG Corporate Finance with a broad reach and established contacts. In Canada, per a deal study by Refinitiv, we are the leading mid-market M&A advisors, completing the largest number of deals in 2022. We are looking for an experienced Associate Vice President, Corporate Finance, to join our growing practice. In this role you will report to our Vice Presidents and Managing Directors. You are a self-starter who has an interest in mergers and acquisitions and capital markets and will bring your experience to deliver transactions for our clients. What you will do Assume responsibility for the day-to-day execution and delivery of service on a range of corporate finance projects. Draft pitch books, teasers, confidential information memorandums (CIM) and other Merger & Acquisition documentation. Manage, mentor and train junior corporate finance professionals. Prepare and review financial models. Conduct market and industry research, detailed financial analysis and business valuations. Assist in the identification of potential acquisition targets, purchasers and/or investors. Undertake engagement and practice management responsibilities, including billings and adherence to professional practice requirements. Lead proactive business development and deal initiation activities. At times, business needs arise, and employees are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job. Likewise, employees need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role 3 - 5 years of relevant post-graduate experience, in Corporate Finance, or a related field e.g. transaction advisory, investment banking, private equity, management consulting, or corporate development. Proven track record of project initiation/execution in a fast-paced professional setting. CPA, CBV or CFA designations all considered an asset. Strong technical finance proficiency, including knowledge of financial statements and general accounting principles. Demonstrated experience or ability in training and developing junior staff members. Excellent written and verbal communication skills. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . 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 .

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.KPMG's Deal Advisory Services group is seeking professionals at the Associate level to join our growing Winnipeg practices. We offer independent investment banking, transaction services, valuation and other financial advisory, services to private and public companies. Through KPMG Corporate Finance Inc., a wholly owned subsidiary of KPMG LLP and the OSC regulated limited market dealer through which KPMG LLP's investment banking services are provided in Canada, KPMG's corporate finance services include buy-side and sell-side financial advisory, financing services including raising debt and equity capital, valuation/pricing analysis and due diligence support. The successful candidate will participate in a wide range of Corporate Finance assignments involving local, national and international clients of the firm. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction process. The successful candidate will be responsible for: Conducting financial and valuation/pricing analyses (including the development of complex financial models), as well as qualitative assessments, of companies across various industries. Assist in identification and research of potential acquisition targets, purchasers and/or investors, as applicable. Help lead the preparation and distribution of confidential information memorandums and other key documents prepared as part of sell-side divestiture processes. Communicate directly with clients, other advisors, and counterparties. Assist with proactive business development and deal initiation activities. Provide analytical and market research information (i.e. public company pricing multiples, precedent transaction analysis, industry research, etc.). At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the roleA successful candidate will be able to demonstrate strength in the following key areas: Successful completion of, or intention of completing the CPA examination process. Interest in developing expertise related to valuation concepts and techniques. Enrollment in the CBV program will be expected (if not already complete). Proficiency in working with Microsoft Excel, PowerPoint and Word and ability to learn to work with new applications. Excellent analytical, critical thinking, writing and verbal communication skills (including public speaking) High attention to detail and organizational skills. Strong problem-solving skills with the ability to apply new knowledge in the preparation of creative and bespoke client deliverables. Highly motivated, achievement-oriented, committed, self-starter and ability to prioritize work/cope with changing priorities while working independently and with a team. What we offer: Support for candidates to enroll in and complete professional designation programs (CPA, CBV etc.) including paid enrollment costs, paid study / exam days, ongoing coaching and third-party courses / materials for exam preparation. A total rewards approach to compensation, including the ability to earn performance based bonuses. Meaningful roles on a variety of M&A transactions involving mid-market companies, with support and coaching from senior Corporate Finance professionals that promote professional growth and development. Assignment of a Performance Manager on day one to help guide and grow your career as a Corporate Finance professional. Deal Advisory team events throughout the year to help sustain a strong team culture. Modern, recently renovated downtown office space in both Edmonton and Winnipeg. Comprehensive health benefits from day one. Wellness benefits including a lifestyle spending program and accreditation bonuses Providing you with the support you need to be at your bestFor more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe Associate Manager is accountable for delivering high-quality audit work of all types (key risk audits, defined procedures, project risk reviews, financial control testing and other special projects), delivery high quality, professional, cost-effective and valuable results. The mandate of Audit Services is to provide independent and objective assurance and consulting activities to add value and improve the operations of the Company. Audit Services assists the Company in achieving its Strategic Objectives through a well-adapted approach to evaluate the efficiency of the Company’s governance, risk management and internal control processes.Responsibilities:Execute audit and advisory assignments and special projects in accordance with department and IIA standards.Develop adequate understanding of the risks being handled by the unit being audited to evaluate the controls in place to mitigate these risks.Assist in audit planning, executing engagements to deliver on the audit plan and assist audit leads in reporting.Prepare meaningful, concise, and well-articulated audit working papers, findings and recommendations.Manage and communicate expectations regarding work deadlines and deliverables.Follow up on open issues with management, maintain open communication and leading the remediation testing of issues.Apply analytical skills and be open minded to explore different ways to audit, embrace and utilize data analytics to enhance audit coverage.Lead various SOX processes, assist in SOX/MAR Planning, and provide oversight during walkthrough and testing phases.Develop and maintain strong relationship with management.Qualifications:3 to 5 years of internal audit, risk management, operations or equivalent business or advisory/consulting experience.University degree is required. A recognized accounting (CPA, CA) or auditing (CIA, CISA) designation is preferable, but not essential for candidates with good insurance industry experience.Life insurance experience, understanding of life and health insurance operations and products is preferred.Knowledge of audit methodologies, control frameworks and risk management practices, and SOX requirementsKnowledge of the data analysis tools is preferred.Strong written and oral communication skills, ability to effectively communicate ideas and recommendations, and to listen and consider ideas of others.Ability to work efficiently in diverse environments and cultures.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to you:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-hybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

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

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe primary focus of this position is to work on internal audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The General Account Group manages investment portfolios related to the insurance business, and the Wealth and Asset Management segment manages third party assets (i.e. mutual funds, institutional client funds, separately managed accounts). Audits of these businesses cover a wide range of asset classes in both the public and private markets, including equity, fixed income, derivatives, commercial mortgages, timber and agriculture. The audits include portfolio management & trading (front office), investment operations, compliance and risk management.The Associate Manager is accountable for completing assigned audit work of all types and the delivery of high quality, professional, cost-effective, value-added and risk-based audit services. The Associate Manager works under the direction of the Audit Managers and the Director. The Associate Manager will be assigned responsibility to complete specific components of the audit project. Responsibilities:Complete audit and advisory assignments in accordance with department methodology and Institute of Internal Audit (IIA) standards.Manages assignments within time budgets and target dates, reporting any timing problems or budget over-runs to the Audit Manager.Communicates/conducts interviews with management regarding the risks being managed by business unit; and assists in developing control objectives, “what could go wrong” statements and audit programs to evaluate these risks.Documents controls to mitigate risks, writes and executes audit procedures to test the design and operating effectiveness of these controls.Assists in presenting audit findings and recommendations to business unit management; resolve issues and reach agreement on appropriate solutions to mitigate the risk/impact.Assists in preparing audit reports, including executive summary and rating of adequacy of control environments, making practical and value-added recommendations to improve controls and the efficiency & effectiveness of operations; audits reports are to be clear, concise and well-organized, and issued within departmental service standards.Follows up on open audit issues until resolved, as assigned.Provides on the job training and feedback to staff auditors assisting on assignments and contributing to their development.Assist business unit management by providing risk management consulting support, education and training.Complete assigned work required to support External Auditors.What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking for:Experience and good knowledge of investments and asset management business risks and processes is required.Knowledge of investment areas such as credit risk, hedge accounting, complex derivative instruments, private equity investments and/or investment valuations would be desirable.University degree is required.A recognized public accounting (CPA), internal auditing (CIA, CFSA), or investment management (CFA) designation is desirable.3 plus years of financial services experience within internal/external audit, risk, compliance or equivalent financial services business experience.Demonstrated understanding of business processes and their risk implications, analyze situations, reach appropriate conclusions, and make value-added and practical recommendations.Demonstrated knowledge of audit methodologies, project management and system development methodologies, control frameworks and risk management practices, and regulatory requirements.Ability to effectively communicate ideas and recommendations orally and in writing, and to listen and consider ideas of others.Customer focus and commitment to quality.Results oriented; ability to balance multiple priorities and projects.Ability to deal effectively with staff and audit management.Good data analytical skills and understanding of Power BI is an asset.Leadership skills in achieving departmental, project and individual objectives.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to you:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-hybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview The Model Validation team within Model Risk Management is responsible for validating and approving models that are used in TD Bank Group (TDBG) and TD Bank NA (TDBNA) for valuation, risk management, capital assessment and other a wide variety of applications. Job Details Reporting to the VP Model Risk Management, the AVP, Non-Retail Model Validation leads a team that is accountable for establishment and continuous enhancement of the Model Validation process. Primary 2nd Line of Defense accountability for validation and approval of the following models in a global capacity: •Non-retail Rating models •Non-retail Parameter models •Non-retail Allowance models •Non-retail Account Management models •Non-retail Capital/stress testing models •Non-retail PPNR models Individual Accountabilities •Responsible for developing / building a validation team to provide 2nd LOD effective challenge and high-quality validations for a variety of models •Responsible for establishment and continuous enhancement of the Model Validation process. •Responsible for periodic review and update of Model Validation testing procedures •Ensure that the Model Validation process meets all regulatory requirements •Engage and work with a variety of LOBs and model development groups to effectively identify, and control / mitigate model risk •This role requires explicit authority to challenge model developers and users and to elevate their findings, including issues and deficiencies. The individual or unit to whom those staff report to should have sufficient influence or stature within the bank to ensure that any issues and deficiencies are appropriately addressed in a timely and substantive manner. •Respond to regulatory inquiries. Present TD validation procedure / testing standard and MV validation during Regulators' exams. Key Shared Accountabilities •Develop and maintain strong relationships with internal partners and regulators •Compliance with Risk appetite and in alignment with TDBG risk framework •Ensure consistency around model related activities across the Enterprise (model development, validation, usage, etc.) •Responsibility for results of regulatory exams and audits; and remediation when applicable •Talent management/people development (acquisition/retention/succession) Key leadership behaviours •Communicate risk decisions and key modeling choices clearly and in a manner that is easy to understand •Ensure an appropriate balance between complexity of models and a transparent link between risk drivers and outputs •Collaborate with business partners to find appropriate solutions to risk measurement and assessment challenges •Innovate and develop enhanced approaches in modeling and delivery of results Job Requirements Key capabilities: •Lead and develop a large team subject matter experts •Share knowledge and best practices across team •Talent management and development •Explain complex models and risk issues to diverse stakeholders •Make balanced decisions on time vs. scope •Anticipate and address changes in regulatory standards or industry practices. •Expert market knowledge of all businesses at TD and associated risk types •High level of quantitative expertise •Ability to execute against demanding timelines. •Provide independent advice and quantitative support on risk valuation issues Role model who exemplifies TDBG's Leadership Profile: •Make an Impact and Value Speed •Live Transparency and Respecting Different Views •Build for the Future •Show Excellent Judgement •Inspire the Will to Win •Demonstrate Unwavering Integrity •Act Decisively while Working Effectively in team •Influencing to drive changes and decision making •Excellent judgement and addressing issues in a timely manner. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!

Job SummaryJob DescriptionWhat is the opportunity? The incumbent will be responsible for the planning and production of tax returns and other tax deliverables for our investment fund clients. In order to be successful the incumbent must have a thorough understanding of the tax reporting requirements for investment funds and strong managerial skills. The outcome will be compliant to all investment fund tax reporting requirements and accurate and timely tax reporting for RBC Investor Services clientsWhat will you do? Manage Tax Analysts and seasonal contractors responsible for preparing/reviewing tax returns for trusts, corporations, segregated funds, HST returns and information for unitholder tax reporting.Planning tax reporting activities by establishing tasks, objectives and priorities internally and with clientsDeveloping, implementing and coordinating tax reporting policies and procedures within Fund Administration teamWork closely with Tax Service provider in regards to oversight of deliverables and deadlines including KPIsImprove internal controls and checks in tax reporting procedures and deliverables to clientsResponsible to liaise and provide information and reports to internal and external auditorsCoordinate, develop and maintain desk operating procedures for general and client specific tax proceduresIdentify and streamline processes to improve efficiency and use technology whenever possibleSupport staff in prioritizing work, define outcomes and how successes are measuredProvide guidance and support the ongoing learning, growth and development of the teamsReport on operational risk items and action plansWhat do you need to succeed?Must-have 5+ years of related tax reporting experience in the investment fund industry or public accounting preferably in the financial services industryPeople management skillsExcellent verbal and written communication skillsProven organizational and time management skillsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Excellent exposureto communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriateWorking with an exciting, close-knit, supportive & dynamic groupOpportunity to collaborate with other business segments within the bankExcellent career development and progression opportunitiesA comprehensive Total Rewards Program including bonuses and flexible benefitsCompetitive compensationJob SkillsAdaptability, Crisis Management, Decision Making, Delegating Tasks, Group Problem Solving, Interpersonal Relationship Management, Long Term Planning, Operational Delivery, Process Improvements, Time ManagementAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-03-08Application Deadline:2024-04-29Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 04/29/2024 Address: 26 Downes Street Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customers relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customers experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $35,000.00 - $52,000.00 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.

Job SummaryAs part of RBC's Group Risk Management Enterprise Risk Resilience team, the Associate Director, Technology Risk will be responsible for providing challenge and oversight on our technology Infrastructure platform technology operations. This includes providing an opinion on RBCs Technology risk posture, developing / overseeing Technology Key Risk Indicators to measure and monitor risk and contributing to the development of enterprise policies and standards governing Technology Operations Infrastructure Risk. You will support Operational Risk Management leadership within Group Risk Management in delivering various oversight and challenge processes including: tracking and reporting on status and quality of key Technology Risk programs; developing and utilizing effective risk appetite metrics that provide insights into current risk level; identifying issues with policy compliance through analysis and testing of controls; monitoring and assessing technology incidents; and performing thematic reviews to investigate issues and providing value add recommendations.Job Description#LI-hybrid#techpjWhat will you do?Leverage data driven insights and provide opinions to challenge on key risk indicators.Support the completion of thematic reviews, scenario analysis, external event analysis, new change initiative assessments and development of risk profiles that can be leveraged to report to senior management, board and regulatorsAs second line of defense, work closely with first line to provide effective and technology oversight and challenge for T&O Operational and IT risk programs such as Risk and Control Self-Assessments, Operational Risk Event Reviews, IT Risk Assessments, Integrated Risk Profiles to validate the business is operating within Risk Appetite.Maintain knowledge of emerging technologies, threats/vulnerabilities and risk management practices and its implications to the business platform.Maintain assigned Domain Risk Profiles to provide a strong fact based opinion on the Technology Risk profileOperate a one front door policy by ensuring effective support of business requests and follow through.Develop and maintain key internal and external relationships in order to provide advice and oversight on standard compliance, support operational risk program adherence and effective incident reportingProvide oversight and challenge on the management of significant technology incidentsSupport technology related regulatory examinations / requests / assessments / reportingRecommend changes to Cyber & IT Risk policies/standards to maintain currency in ensuring relevance to emerging technologies and delivery modelsWhat do you need to succeed?Must Have:Strong knowledge and working experience in IT and operational risk management processes, methods and tools in a mid-large size regulated organization (Banking, Finance, Insurance, Healthcare).Strong knowledge of technology standards, risks, threats, prevention measures, and best practices.Experience in developing and supporting infrastructure and technology operations in areas such as DevOps, architecture, disaster recovery, operational resilience, IT Asset Management, incident and problem managementGood Technical knowledge and experience covering all layers of IT Infrastructure and systems, the operating systems (e.g. Unix, Windows, zOS,) and database systems (e.g. Oracle, SQL Server, Sybase, IBM DB2) and middleware (e.g. Tomcat, JBOSS, IIS)Strong knowledge on modern enterprise tech and methodologies, (Cloud, APIs, DevOps)Nice-to-Have:Working knowledge of various IT risk frameworks, methodologies, leading industry/assurance standards and regulations, as well as attestation reporting frameworks, such as NIST, COBIT, SOC2 reporting frameworkSolid understanding of emerging technology (GenAI, MLOps)Strong knowledge of technology standards, and best practices.Working knowledge of GRC tools (e.g., Archer, ServiceNow, etc.)What is in it for you?We thrive on the challenge to be our best, progressive thinking, to keep growing, and working together to build and deliver trusted reporting to help our stakeholders succeed and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsOpportunities to do challenging work#LI-hybrid#techpjJob SkillsEnterprise Wide Risk Management, Information Technology Security, IT Architecture, IT Incident Management, IT Systems Management, IT Technologies, Key Risk Indicators, Network Architecture, Risk Control, Risk Management, Risk Measurement, Risk Reporting, Risk Scoring, Systems Resiliency, Systems Software, Technology Infrastructure Management, Technology Risk, Technology Tools, TelecommunicationsAdditional Job DetailsAddress:20 KING ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:GROUP RISK MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2023-12-05Application Deadline:2024-05-03Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 05/02/2024 Address: 2828 boul Laurier Job Family Group: Commercial Sales & Service The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more. Job Overview The Associate Director manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products (e.g., derivatives, cash management & corporate cards, subordinated debt and equity, leasing, trade finance products, etc.). Job Description: Analyze financial information, agencies rating reports and other related materials. Provide accurate financial analysis and risk assessment of new and existing customers. Prepares credit recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients. Directly manages the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Manages the risk of the assigned complex portfolio in a timely and precise manner. Leads and executes business development plans for clients. Acts as a key contact to clients on credit related questions and develop strong relationship with clients. Provides research and data gathering to facilitate solution to the clients/prospects business and needs. Participates in sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Coordinates service administration and processing ensuring client experience is seamless and opportunities are identified and met. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Conducts independent analysis and assessment to resolve strategic issues. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Banks position. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Broader work or accountabilities may be assigned as needed. Qualifications: Master or MBA degree (finance, accounting, economics, or related field) with a strong academic achievement with 1-3 years of relevant experience or an undergraduate degree with 3-5 years of relevant experience. A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset. Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis. Strong computer literacy and technical skills as it relates to Microsoft Office applications (Excel, Word, PowerPoint). Excellent verbal & written communication skills in French and English. Excellent collaboration & team skills. Negotiations skills with both clients and legal counsel. Strong organizational and collaboration skills with the ability to prioritize work and manage multiple tasks while meeting time sensitive deadlines. Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/02/2024Address:4881 Yonge Street, 9th FloorAssesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.Partners with others to develop business relationships with existing clients.Collaborates with internal partners to expand business relationships with existing clients.Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.Escalates complex or unresolved client situations and complaints.Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement.Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.Collaborates with internal and external stakeholders to deliver on business objectives.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Assists in creating new investment portfolios and identifies changes to be made.Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.Supports the development and execution of the business strategy and business planning activities.Fulfills client sales and service activities in compliance with regulatory requirements.Maintains the confidentiality of client and Bank information.Adheres to internal risk mitigation policies and industry rules/regulations.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Knowledge of Canadian Securities Course & Conduct and Practices Handbook.Registration as Registered Representative (RR).Complies with mandatory IIROC Continuing Education Program requirements.WME must be completed within 30 months of RR LicenseSpecialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/10/2024 Address: 4881 Yonge Street, 9th Floor Job Family Group: Wealth Sales & Service Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Partners with others to develop business relationships with existing clients. Collaborates with internal partners to expand business relationships with existing clients. Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping. Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required. Escalates complex or unresolved client situations and complaints. Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement. Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners. Collaborates with internal and external stakeholders to deliver on business objectives. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Assists in creating new investment portfolios and identifies changes to be made. Assesses fees, determines overall household fees and coordinates with internal partners as applicable. Manages the efficient and effective running of the support office; trains new team members and branch support staff. Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement). Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies. Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty. Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans. Supports the development and execution of the business strategy and business planning activities. Fulfills client sales and service activities in compliance with regulatory requirements. Maintains the confidentiality of client and Bank information. Adheres to internal risk mitigation policies and industry rules/regulations. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Knowledge of Canadian Securities Course & Conduct and Practices Handbook. Registration as Registered Representative (RR). Complies with mandatory IIROC Continuing Education Program requirements. WME must be completed within 30 months of RR License Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Please note the base salary for this specific position in Toronto is $ 41,600.00 Compensation and Benefits: $41 600,00 - $77 000,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is the main focus of this role.What will you do?Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnairesPrepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunitiesCoordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow upLiaise with branch management team for updates on and progress with wealth management initiativesCoordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting workProvide proactive and high-end client service on the phone and in person, respond to client inquiriesIdentify opportunities for new business as well as among existing client base for asset consolidation or referralsWhat do you need to succeed?Must-have5 years of professional experience in the investment industryRegistered Representative (RR) license with IIROC (i.e., CSC, CPH, and WME)Financial planner diploma granted by the Institute of Financial PlanningBilingualism (English and French) required to serve our clients in the community with English-speaking needsAdvanced proficiency in Microsoft 365 appsUniversity degreeMeticulous attention to detail and strong problem solving and analytical skillsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to building close relationships with clientsJob SkillsAdditional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-04Application Deadline:2024-05-05Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.