Overview of salaries statistics of the profession "Private Investment Funds Associate in Canada"

Application Deadline: 05/12/2024 Address: 100 King Street West Job Family Group: Strategy & Change Job Description: Reporting to the Head of BMO Global Asset Management Private Equity, the Vice President, Private Equity is a key member of the private equity team with a broad range of responsibilities that include sourcing, due diligence, deal execution, portfolio management and management reporting for existing and future private equity funds/programs managed on behalf of institutional and private wealth clients. The individual will partner with the Head of Private Equity to expand BMOs global presence in the private equity sector. The role requires an experienced individual that is inquisitive, conscientious and possesses the competencies and desire to grow the private equity business within a renowned, global, Canadian financial institution by being actively involved in all aspects of the business. Investment Management Participating in all stages of a transaction including initial deal-flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and quarterly reporting Analyzing and reviewing financial and operating information relating to private equity fund investments and co-investments Performing comprehensive research and due diligence on new investment opportunities Preparing and/or reviewing financial models Assessing the strengths and risks of each proposed investment Summarizing the investment thesis in an investment memorandum for presentation to an Investment Committee Reviewing and negotiating legal agreements, including Limited Partnership Agreements and Subscription Agreements Conducting benchmark analysis using external Private Equity data sources such as Preqin, PitchBook, Burgiss and/or Cambridge Associates Preparing quarterly performance reports for a portfolio of fund investments and co-investments Verifying portfolio data to ensure accuracy Reviewing and analyzing quarterly NAV statements and completing Mark-to-Market adjustments for existing portfolio investments, if required Monitoring cash flows (capital calls and distributions) for the managed funds and their underlying investments Completing reporting requirements, developing reports, and providing ad-hoc reporting Relationship Management Establishing effective business relationships within the Canadian, U.S., U.K., and Western European private equity industry Collaborating with BMO partners that are also active in private equity industry Liaising regularly between the various BMO Global Asset Management teams that support the business (e.g., product, distribution, legal, tax) Maintaining strong relationships with investors Business Development Promoting both the private equity capabilities of BMO GAM and the businesss global products to North American institutional and qualified, accredited, high net worth investors Drafting offering memoranda and investor presentations Collaborating with BMO GAMs Distribution team as well as BMO Private Wealth Management to identify and market to prospective investors Collaborating with the BMO GAM Product team in the launch of new products Risk Management & Compliance Managing the portfolio within established risk framework Monitoring activities to ensure ongoing compliance with risk appetite, framework, and policies Ensuring that new proposed investments comply with Anti Money Laundering protocols Collaborating with the BMO Legal and BMO Tax teams to effectively manage the risks to the investors and BMO Authorities Scope & Impact As a key member of the Private Equity team, the successful candidates responsibilities will include developing innovative solutions to provide target markets with access to the private equity asset class and growing the private equity portfolios. The successful candidate will be involved in all stages of the transaction process, including initial deal flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and regular quarterly reporting. Cross Functional Relationships The role will involve some client-facing activity and there is scope for the successful candidate to be involved in business development. There will be a need for regular liaison and contact with our internal partners. The candidate will have a high regard for risk management and compliance procedures. Knowledge & Skills Education and Qualifications An undergraduate degree, preferably with a degree in business CA or CFA qualification is an asset MBA is an asset Experience investing in the private equity sector (funds and co-investments) with at least 8 years experience Skills and Abilities Strong financial skills and investment acumen Proven ability to work with seasoned private equity professionals An understanding of the value creation process in private equity Deep analytical skills to assess the merits and risks of private equity investments Ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized and concise manner Ability to negotiate and communicate fund and deal structures Excellent verbal and written communication skills Strong interpersonal skills used within a collaborative and demanding team environment Capability to independently function as part of a small team through self-motivation Role Details There is scope for the role to expand as the team grows. Based on the 43rd floor of First Canadian Place, the successful candidate will work in a Canadian hybrid work environment The successful candidate will work as a member of a smaller team in GAM Travel may be required Compensation Please note there is a variable compensation component to this role. Compensation and Benefits: $74,800.00 - $138,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/12/2024Address:100 King Street WestJob Description:Reporting to the Head of BMO Global Asset Management Private Equity, the Vice President, Private Equity is a key member of the private equity team with a broad range of responsibilities that include sourcing, due diligence, deal execution, portfolio management and management reporting for existing and future private equity funds/programs managed on behalf of institutional and private wealth clients. The individual will partner with the Head of Private Equity to expand BMO's global presence in the private equity sector. The role requires an experienced individual that is inquisitive, conscientious and possesses the competencies and desire to grow the private equity business within a renowned, global, Canadian financial institution by being actively involved in all aspects of the business. Investment ManagementParticipating in all stages of a transaction including initial deal-flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and quarterly reportingAnalyzing and reviewing financial and operating information relating to private equity fund investments and co-investmentsPerforming comprehensive research and due diligence on new investment opportunitiesPreparing and/or reviewing financial modelsAssessing the strengths and risks of each proposed investmentSummarizing the investment thesis in an investment memorandum for presentation to an Investment CommitteeReviewing and negotiating legal agreements, including Limited Partnership Agreements and Subscription AgreementsConducting benchmark analysis using external Private Equity data sources such as Preqin, PitchBook, Burgiss and/or Cambridge AssociatesPreparing quarterly performance reports for a portfolio of fund investments and co-investmentsVerifying portfolio data to ensure accuracyReviewing and analyzing quarterly NAV statements and completing Mark-to-Market adjustments for existing portfolio investments, if requiredMonitoring cash flows (capital calls and distributions) for the managed funds and their underlying investmentsCompleting reporting requirements, developing reports, and providing ad-hoc reportingRelationship ManagementEstablishing effective business relationships within the Canadian, U.S., U.K., and Western European private equity industryCollaborating with BMO partners that are also active in private equity industryLiaising regularly between the various BMO Global Asset Management teams that support the business (e.g., product, distribution, legal, tax)Maintaining strong relationships with investorsBusiness Development Promoting both the private equity capabilities of BMO GAM and the business's global products to North American institutional and qualified, accredited, high net worth investorsDrafting offering memoranda and investor presentationsCollaborating with BMO GAM's Distribution team as well as BMO Private Wealth Management to identify and market to prospective investorsCollaborating with the BMO GAM Product team in the launch of new productsRisk Management & ComplianceManaging the portfolio within established risk frameworkMonitoring activities to ensure ongoing compliance with risk appetite, framework, and policiesEnsuring that new proposed investments comply with Anti Money Laundering protocolsCollaborating with the BMO Legal and BMO Tax teams to effectively manage the risks to the investors and BMOAuthoritiesScope & ImpactAs a key member of the Private Equity team, the successful candidate's responsibilities will include developing innovative solutions to provide target markets with access to the private equity asset class and growing the private equity portfolios. The successful candidate will be involved in all stages of the transaction process, including initial deal flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and regular quarterly reporting.Cross Functional RelationshipsThe role will involve some client-facing activity and there is scope for the successful candidate to be involved in business development. There will be a need for regular liaison and contact with our internal partners. The candidate will have a high regard for risk management and compliance procedures.Knowledge & Skills Education and QualificationsAn undergraduate degree, preferably with a degree in businessCA or CFA qualification is an assetMBA is an assetExperience investing in the private equity sector (funds and co-investments) with at least 8 years' experienceSkills and AbilitiesStrong financial skills and investment acumenProven ability to work with seasoned private equity professionalsAn understanding of the value creation process in private equityDeep analytical skills to assess the merits and risks of private equity investmentsAbility to attentively review, assess, and provide detailed information daily on multiple projects in an organized and concise mannerAbility to negotiate and communicate fund and deal structuresExcellent verbal and written communication skillsStrong interpersonal skills used within a collaborative and demanding team environmentCapability to independently function as part of a small team through self-motivationRole DetailsThere is scope for the role to expand as the team grows.Based on the 43rd floor of First Canadian Place, the successful candidate will work in a Canadian hybrid work environmentThe successful candidate will work as a member of a smaller team in GAMTravel may be requiredCompensationPlease note there is a variable compensation component to this role.Grade:7Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Vancouver, BC is seeking an Investment Associate to provide dedicated support in investment & money management activities for high performing Chairman Council Team. You will work in a fast-paced team environment and be responsible for the management of discretionary portfolios and assisting with the implementation of wealth management strategies.What will you do? Implement investment policy decisions, monitor asset mixes, rebalance portfolios, and risk managementImplement changes to portfolios by trading equity, fixed income, alternatives and money market securitiesAssist with day to day portfolio review, asset allocation rebalancing and executing and monitoring trades as directed by Portfolio ManagerContact clients with specific buy/sell recommendations as directed by the teamResearch analysisWhat do you need to succeed?Must-haveCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)Excellent understanding of financial products (Equities, fixed Income, mutual funds, preferred shares, options, alternatives, and private equity)Strong Microsoft Office Suite skillsMeticulous attention to detail and excellent time management skillsMinimum of 5 years of experience in securities industryCFA level 1, or CIM designationNice-to-haveKnowledge of RBC Dominion Securities systems and procedures, an assetA high degree of current market activity knowledge is an assetWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected 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:2024-01-09Application Deadline:2024-05-11Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener Waterloo Communities. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.What will you do?Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP or CFP or QAFP)Mutual Funds License (IFIC or CSC)Minimum 2 years experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsFluent in English and Mandarin is an assetWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your successJob SkillsAdditional Job DetailsAddress:235 IRA NEEDLES BLVD:KITCHENERCity:KITCHENERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:CommissionPosted Date:2024-01-23Application Deadline:2024-05-07Inclusion 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.

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 - Infrastructure Advisory team is recognized as one of the leading financial advisors for infrastructure projects and one of the world's leading financial advisors in public private partnership (PPP) projects. The team provides financial advisory services across the lifecycle of infrastructure assets for public, private and multilateral clients in all the major infrastructure sectors including conventional power, renewables, water, waste, transport, and social infrastructure. In Canada, KPMG's growing, and market-leading Global Infrastructure Advisory practice is looking for individuals who are interested in analyzing and structuring infrastructure transactions with a specific focus on public project procurements, public and private capital raises and private investment appraisals, to join our practice in Vancouver. For more information visit Global Infrastructure Advisory What you will do Provide strategic, commercial, and financial advice spanning the lifecycle of infrastructure projects to public sector entities, major corporate/infrastructure funds, and multilateral agencies. Assist in government infrastructure PPP procurement, and private sector led project development advisory. Develop detailed financial models (project finance, corporate finance), devise alternative financial model scenarios, and conduct sensitivity analyses. Assist in debt or equity capital raising. Conduct financial feasibility, business case, commercial model study, market analysis. Conduct market soundings with potential bidders, capital providers. Advise on regulatory rate setting matters. Work in a dynamic team environment on infrastructure projects across various sectors with particular focus on ports, energy transition (renewables, hydrogen, etc.), real estate and mining sectors. Work on and lead multi-disciplinary teams and liaise with other business units of KPMG including, but not limited to Tax, Corporate Finance, Legal, Accounting. Support on Project/engagement management, client communication. Keep up to date in recent market developments and support idea generation. Assist in marketing and business development including pitch book and proposal preparation, client relationships. Synthesize analyses and key findings into eloquent presentations and reports, in Word and PowerPoint format. What you bring to the role Undergraduate and/or graduate degree in finance, accounting, engineering, or similarly numeric area. 3-6 years of experience in the fields of project finance, corporate finance, accounting. Hands-on experience in building and modifying complex financial models/ project finance models. Detailed understanding of financial ratios (equity, credit) and how to interpret. Demonstrated experience in developing decision/investment/credit memorandums in word and power point format. Demonstrated ability in coordinating the work of junior resources, maturity, proactive attitude and communication. Interest in real assets, including in transportation infrastructure, energy transition, real estate. Demonstrated experience in managing and analyzing large volumes of qualitative and quantitative data to support insights and findings. Ability to think critically and manage ambiguity. A team-oriented attitude, an ability to work independently and as part of an integrated team. Demonstrated initiative and ability to communicate and engage with a diverse group of clients. Ability to manage multiple assignments and deadlines. Ability to travel within Canada and abroad, as necessary. KPMG BC Region Pay Range Information The expected base salary range for this position is $63,500 to $99,500 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills, & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program. #LI-yri Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

Location Address: 70 University Ave (Hybrid - 2/3 Days in Office)Contract Duration: Until Sept 30th, 2024Story Behind the Need• Business group: The Bank's Fund Accounting team oversees the maintenance of financial records regarding investment funds. Working to ensure accounting records are kept for the investor/portfolio activities.Responsibilities:• Prepare Net Asset Value calculation per share on a daily basis for assigned funds• Reconcile general ledgers to subsidiary ledgers and escalate to Senior Fund Accountants/Assistant Manager for outages• Review and process transactions related to dividends, interest, corporate actions and trades instructed by traders/portfolio managers• Reconcile and review accounting holdings to custody, investment book of record and prime broker statements. Investigate and resolve any outages.• Reconcile and review accounting unitholder holdings to transfer agency report. Investigate and resolve any outages.• Reconcile and review bank statements. Investigate and resolve any outages with internal and external parties to resolve in timely manner• Review tolerance threshold breaks as outlined in the department policy and communicate any issues to Senior Fund Accountants/Assistant Manager for assistance.• Participate in problem solving sessions to identify problems and solutions• Assist in the preparation of tax distribution calculation.• Complete ad-hoc requests as assigned by the Assistant Manager.Must Have Skills:• 1-2 years of Accounting Experience• 1-2 years’ experience with Reconciliations (example: Bank statements, accounting holdings, general ledger)• 1-2 years’ experience working with General Ledger (understanding debit/credits)• 1-2 years’ experience working in an admin/office environment (Co-op/intern experience considered)Nice-To-Have Skills:• Prior Fund Accounting experience• Experience with Excel - VBA Macros and functional equationsBest vs Average: The ideal candidate would be someone with an education in finance/accounting/math and have an understanding of general accounting principals. If the candidate had prior knowledge of fund accounting it would be an asset, as well if the candidate is working towards their CPA or have taken Canadian Security courses this would be taken into consideration.Degrees or certifications:• Post secondary education in Finance/Accounting/Math is preferred Apply

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Our Technology Risk Consulting services team is growing and we are looking for Senior Consultants to join our team in Toronto. The Technology Risk Consulting practice provides a variety of services to our clients. The successful candidate will focus primarily on providing IT Advisory and Assurance based services to clients in the Asset Management and Financial Services space. They will also be involved in training and guiding our new campus hires. What you will do Working closely with our Clients and Audit teams to conduct assessments of business process risks and controls primarily in the Asset Management (Custody, Funds/Pension Administration, Transfer Agency) and Financial Services space, including any experience in conducting automated controls embedded within information systems in support of our CSAE 3416 / SSAE 18 / ISAE 3402 Service Organization Control (SOC) audits and external audit engagements. Performing other engagements within the context of supporting the external audit, IT internal audit or SOC attestation engagements and assessment of business and IT related controls in large transformation projects. Reviewing new and existing systems in terms of adequacy of business and IT controls, security, operational considerations, data conversion, and project management assessment. Engagement risk management: quality assurance through file review, engagement planning, development and monitoring, engagement profitability - Simultaneously deliver multiple client engagements of varying size, scope, and complexity. Business development: taking a proactive role in the business community to increase awareness of the firm's services and level of commitment to the local market, developing and maturing relationships with internal staff and clients, developing proposals, identifying, and pursuing opportunities to increase the practice's penetration in the public and private sector. Service Delivery : conducting research, performing technical testing, writing reports, conducting interviews, and communicating regularly with clients and resources. Guide field engagement teams as well as coaching and mentoring junior staff members. What you bring to the roleThe successful candidate will possess the following skills and behaviors: Bachelor's or MBA degree in Business or Finance required, ideally with a major in accounting. Completion of one or a combination of the following designations CPA, CFA, CISA, CRISC. The completion of a CPA or equivalent accounting designation is highly recommended. 2 to 5 years o f relevant experience in assessing information technology or business process risk ideally within a large consulting practice. Strong understanding and experience with business process, operations, and controls-based audits (e.g., SOC1, SOC2) is preferred. Experience within an external audit practice auditing clients in the Asset Management Financial Services industries. From this, a strong understanding of business processes associated with custodial/fund administration service providers, banks or insurance companies. For example, experience should cover multiple of the following areas: Custodial, Fund/Pension Administration (for retail mutual funds, institutional, pension, hedge and private equity funds), Transfer Agency, Capital Markets, Retail and Corporate Lending, Wealth Management, Broker Dealer, Investment Managers. Ability to work both - with little supervision and within a team environment. Excellent communication skills being able to express insights, both written and orally. Demonstrated ability to learn and succeed in a fast-paced environment. Attention to detail and strong organization and analytical skills. Strong understanding of business risks and audit risks. Have a high degree of personal confidence, enthusiasm, and drive. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . #LI-Hybrid Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

Location: Admin - Douglas St Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members. You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives. What you'll get to do: Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives; Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects; Lead with advice, counselling members on investment strategies and other financial decisions; Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs; Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.; Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines; Who are we looking for? Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome. Key skills required: 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience; CFP designation required; TEP and/or CPA designation are an asset; Eligible to be registered with the BC Securities commission to sell mutual funds; Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH); Familiarity with financial planning software, Morningstar & Salesforce programs; Demonstrated sales skills with an ability to self-source business as well as referral business; Advanced knowledge of a variety of investment products; Solid knowledge with life insurance products and administration. 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?Please be advised specific location is to be determined. We have upcoming opportunities in the Thunder Bay, Sault Ste Marie and Timmins Markets. As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.What will you do?Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP or CFP or QAFP)Mutual Funds License (IFIC or CSC)Minimum 2 years experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsBilingual (French and English speaking) is an assetMobile within Thunder Bay OR Sault Ste Marie OR Timmins MarketsWhats 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 of flexible benefits, competitive commission structure, and pension optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your success#LI-RZ1RBCFPJob SkillsAdaptability, Business Development, Client Centricity, CuriosityAdditional Job DetailsAddress:2600 ARTHUR ST E:THUNDER BAYCity:THUNDER BAYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:CommissionPosted Date:2024-02-28Application Deadline:2024-05-24Inclusion 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.

Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What will you do?Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutionsActively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsManage a book of 350 clientsWhat do you need to succeed?Must-haveFinancial Planning Designation (IQPF)Mutual Funds License (IFIC or CSC)Minimum 3 years experience in financial planningProven networking and client acquisition skillsAbility to develop a strong referral networkThis role requires fluency in both French and English in order to serve RBCs French and English-speaking customers in this marketWhat are the advantages for you?We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.Network and develop lasting relationships with students from diverse backgrounds across CanadaParticipate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.Leaders who support your development with coaching and learning opportunitiesWork in a dynamic, collaborative, progressive and high-performance teamAbility to make a difference and lasting impactEnjoy a comfortable work environment with the ability to dress casuallyEVPP4Job SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:2068 CH DE CHAMBLY:LONGUEUILCity:LONGUEUILCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-03-12Application Deadline:Inclusion 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.

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Technology Mergers & Acquisitions (M&A) is a service within KPMG's Strategy and Deal Execution, Deal Advisory practice that helps clients gain value from every phase of their merger, acquisition, carve-out or divestment. We offer an understanding and use of technology as a lever within transactions, in order to provide a competitive bid advantage, increase deal value, minimize future operating costs or to provide greater integrity during a transition. The team advises clients across various areas of IT, including applications, data, infrastructure, and cyber security, with a focus on diverse set of industries, including Technology, Financial Services, Insurance, Healthcare, Energy, Construction, and Manufacturing. As the demand for our expertise grows, we are expanding our Technology M&A team to better serve our clients' evolving needs. Our clients are typically private equity funds, pension funds, large public companies, and private corporations, across a wide variety of industries. Learn more about KPMG's Strategy and Deal Execution practice here . Are you a talented leader with a proven track record for motivating teams and delivering exceptional client service? What you will doAs Senior Manager, Technology, (Infrastructure) M&A, located in our Toronto office, you will: Scope, lead, manage and deliver Technology M&A engagements by working with the team on: Technology/IT Due Diligence for buy and sell-side transactions. Technology/IT Separation planning for sell-side divestments/carve-outs. Technology/IT Synergy planning and integration for buy-side mergers and acquisitions. Technology/IT Transition planning, including Day 1 and Day 100 support. Lead large cross-functional engagement teams in a fast-paced, time sensitive environments. Play a strong supporting role in business development initiatives, including presentations, client meetings, and contributing to practice development initiatives. Lead transactions, implementing change, and/or business improvement projects. Establish and build effective working relationships with senior client executives , including Chief Executive Officers, Chief Financial Officers and Chief Operating Officers, and work closely with senior client teams. What you bring to the role Functional Skills: Substantial relevant professional services and advisory experience in Technology consulting. Industry experience in a senior IT role with a focus on Infrastructure management, design and operations. Experience working with senior technology leaders and leading teams of cross-functional infrastructure specialists. Deep understanding of business operations, including financial literacy and ability to translate complex data and information into meaningful insights. Outstanding abilities in client interaction and interpersonal communication to establish productive working connections. Clear written and oral communication skills to present and synthesize key information. Experience with technology blueprinting and roadmaps. Technical Skills: Familiarity with multi-cloud, hybrid and on-premise infrastructure environments including data centers, physical hardware and Infrastructure as a Service. Multiple experiences of different types of infrastructure migration and rationalization, cloud to cloud, on-prem to cloud etc. Experience with wnd-user computing hardware, email and collaboration tools like Microsoft O365 and service management. Comprehensive understanding of of network infrastructure, server architecture, virtualization, and cloud computing. Exposure to virtualization, containerization, and serverless platforms and associated tools like VMware vSphere/ESXi, Docker/Kubernetes, AWS Lambda and Azure Functions. Knowledge of designing and implementing disaster recovery and high availability solutions for business-critical applications. Knowledge of infrastructure related security controls including firewalls, patch management, endpoint protection, mobile device management. Hands-on experience with infrastructure tools including Terraform, CloudFormation, Ansible, Git, Active Directory, Windows Server and Linux. Industry certifications, such as AWS Certified Solutions Architect, Microsoft Certified Azure Solutions Architect, or similar credentials are an asset. #LI-ET1 Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What will you do?Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutionsActively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsManage a book of 350 clientsWhat do you need to succeed?Must-haveFinancial Planning Designation (IQPF)Mutual Funds License (IFIC or CSC)Minimum 3 years experience in financial planningProven networking and client acquisition skillsAbility to develop a strong referral networkThis role requires fluency in both French and English in order to serve RBCs French and English-speaking customers in this marketWhat are the advantages for you?We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.Network and develop lasting relationships with students from diverse backgrounds across CanadaParticipate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.Leaders who support your development with coaching and learning opportunitiesWork in a dynamic, collaborative, progressive and high-performance teamAbility to make a difference and lasting impactEnjoy a comfortable work environment with the ability to dress casuallyJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:8600 BOUL NEWMAN:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-03-23Application Deadline:Inclusion 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: 05/02/2024Address:100 King Street West About Sponsor Finance Mid-market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to align with the BMO risk appetite, while ensuring opportunities are structured and managed in a manner consistent with the risk characteristics. Sponsor Finance is closely aligned with Financial Sponsor coverage in BMO Capital Markets and with US BMO Sponsor Finance. About the Director role The Director, Sponsor Finance, is a key team member on deal teams, collaborating and generating solutions to current and perspective clients within sector market. The Director will take a leadership role in making recommendations regarding risk, deal structure, and client requirements for leverage buyout transactions (i.e. LBOs) by analyzing financial and operating data for trends in financial performance of companies and industries. In addition to leading the execution of new transactions, the Director will perform portfolio management tasks for accounts managed directly by Sponsor Finance. Primary new business responsibilities include assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, and disbursement of funds. This will also include managing preliminary financial modeling and assisting in the preparation of investment committee memoranda. To facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships, key Director, Sponsor Finance, duties, responsibilities and accountabilities include:Establishes cross-selling initiatives to increase penetration with client.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.Coordinates closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Conducts independent analysis and assessment to resolve strategic issues.Helps determine business priorities and best sequence for execution of business/group strategy.Acts as the prime subject matter expert for internal/external stakeholders.Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.Designs and produces regular and ad-hoc reports, and dashboards.Maintains current on financing trends in target clients' markets, and communicate same to team members.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Oversees preparation of concise, well reasoned credit correspondence.Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.Negotiates transactions with clients and provides deal structuring expertise.Oversees documentation and ongoing monitoring of asset and client performance.Trains, mentors and leads a team of junior bankers while managing work flow of deal team by aligning tasks with departmental goals and objectives.Provides accurate financial analysis and risk assessment of new and existing customers.Partners with internal stakeholders for accurate, detailed client information.Develops credit information to make lending decisions on new, renewal and extension loans.Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.Prepares summary, present facts and offer opinions concerning credit worthiness.Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.Provides input into the planning and implementation of operational programs.Builds effective relationships with internal/external stakeholders.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed. Qualifications: Seasoned professional with a combination of education, experience and industry knowledge with a demonstrated history of successful business development, including ability to network in external marketsTypically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Able to manage ambiguity and balance multiple prioritiesCredit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated knowledge of private equity industry and market's competitive environmentExperience in contact negotiations with both clients and legal counselRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthResource Planning - WorkingFinancial and Working Capital Understanding - In-depthStrategic Thinking - In-depthVerbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Data driven decision making - In-depth / Expert.Grade:8Job 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: 05/02/2024 Address: 100 King Street West Job Family Group: Commercial Sales & Service About Sponsor Finance Mid-market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to align with the BMO risk appetite, while ensuring opportunities are structured and managed in a manner consistent with the risk characteristics. Sponsor Finance is closely aligned with Financial Sponsor coverage in BMO Capital Markets and with US BMO Sponsor Finance. About the Director role The Director, Sponsor Finance, is a key team member on deal teams, collaborating and generating solutions to current and perspective clients within sector market. The Director will take a leadership role in making recommendations regarding risk, deal structure, and client requirements for leverage buyout transactions (i.e. LBOs) by analyzing financial and operating data for trends in financial performance of companies and industries. In addition to leading the execution of new transactions, the Director will perform portfolio management tasks for accounts managed directly by Sponsor Finance. Primary new business responsibilities include assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, and disbursement of funds. This will also include managing preliminary financial modeling and assisting in the preparation of investment committee memoranda. To facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships, key Director, Sponsor Finance, duties, responsibilities and accountabilities include: Establishes cross-selling initiatives to increase penetration with client. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. Coordinates closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Conducts independent analysis and assessment to resolve strategic issues. Helps determine business priorities and best sequence for execution of business/group strategy. Acts as the prime subject matter expert for internal/external stakeholders. Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure. Designs and produces regular and ad-hoc reports, and dashboards. Maintains current on financing trends in target clients' markets, and communicate same to team members. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Oversees preparation of concise, well reasoned credit correspondence. Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns. Negotiates transactions with clients and provides deal structuring expertise. Oversees documentation and ongoing monitoring of asset and client performance. Trains, mentors and leads a team of junior bankers while managing work flow of deal team by aligning tasks with departmental goals and objectives. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMOs risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Seasoned professional with a combination of education, experience and industry knowledge with a demonstrated history of successful business development, including ability to network in external markets Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Able to manage ambiguity and balance multiple priorities Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated knowledge of private equity industry and markets competitive environment Experience in contact negotiations with both clients and legal counsel Risk Management - In-depth Sales and Service Management In-depth Relationship Management - In-depth Resource Planning Working Financial and Working Capital Understanding In-depth Strategic Thinking In-depth Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 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 SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What will you do?Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutionsActively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsWhat do you need to succeed?Must-haveFinancial Planning Designation (IPF) or in the process of completionMutual Funds License (IFIC or CSC)Minimum 3 years experience in financial planningProven networking and client acquisition skillsAbility to develop a strong referral networkThis role requires fluency in both French and English in order to serve RBCs French and English-speaking customers in this marketWhats 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.Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:2151 BOUL LAPINIRE:BROSSARDCity:BROSSARDCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-03-28Application Deadline:2024-04-15Inclusion 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 OpportunityAre you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.We are looking for an experienced and highly motivated Enterprise Architect to join Manulife’s Global Wealth and Asset Management Enterprise Architecture team. Our purpose in Architecture is to enable our segment to be best-in-class in all technology practices and to leverage its scale and innovation to delight clients, lead the market, and be recognized as a business and technology leader in the financial services sector. Simplify, standardize and scale are key tenants as we develop pragmatic, effective and scalable architectures, standards, practices, tools, and services based on serving all the GWAM teams. The role will push forward GWAMs Cross-Enterprise Enterprise architecture vision by creating guidance and mechanisms that enable the company to think firm-wide when considering capabilities development. You'll work closely with business, product, and technology partners to translate long-term objectives into designs that fuel firm-wide reuse and convergence. You will specifically lead the vision of managing the application portfolio within Global Wealth and Asset Management; you will also be a key member of the architecture strategy team and develop cross-enterprise target state roadmaps.Our Manulife / John Hancock family is going through an exciting, yet challenging metamorphosis. We are transforming from a wise 130-year-old company into an agile 130-year-young company. This is a journey, and to quote T.S. Elliot; “The journey, Not the destination matters...”. On this journey, we expect all to bring their knowledge, skills and experience as a team and, when we don’t know, we will learn.Within the Manulife family, our team is within Global Wealth and Asset Management and as a segment we believe the truth is in the numbers. We believe it’s time to change the investment game. To do it differently by focusing on the value we bring our clients, rather than on the usual topics of performance and fees. We have just surpassed $1 trillion in assets under management with a diverse range of both public and private asset classes. Our segment is global and have operations in North America, Asia and Europe and we serve a diverse range of clients from our own on-balance general account assets to institutional, retirement and retail.The right individual will be a proactive, self-starter that enjoys and thrives when connecting people and technology to solve complex problems at-scale. You will analyze, model, and develop complex and high-level architecture plans that require the integration of multiple technologies and coordination of functional areas across the organization. If you have a passion and skill for long-term end-to-end thinking balanced with crafting architecture increments that enable value for customers now, this opportunity is for you! The Enterprise Architecture team within the Architecture organization is responsible for defining the building blocks and target-state cross-enterprise vision that helps GWAM avoid duplication and optimize architecture. We are an organization that values diverse and big thinking, rewards both behaviors and delivery, and focuses on growth and continuous improvement - all in support of Manulife’s mission to help clients and one another succeed. This role is a unique opportunity to join a team and company at the beginning of a multi-year platform transformation whose work will have direct impact on company direction, our customers, and our industry.What you’re good atLeading the vision of managing the application portfolio, including driving application portfolio roadmaps, program governance, data management, and total cost of ownership in alignment with distributed teamDeveloping Data Management and Governance Processes for Application Portfolio Management data including: collaboration with data owners and data stewards, innovating new ways to build and maintain data quality, and understanding the meaning of all attributes at a field and at an aggregate levelDriving executive reporting for application assessment and analysis by lines of business; drawing insights from the data and creating actionable efforts to improve key metricsAssisting in developing new metrics to describe the Application Portfolio healthDevelop architecture roadmaps to help plan transformational initiativesCollaborating with Product, Finance, Strategy and Technology teams to craft architecture that enables business and technology visionDemonstrating business capability model across domains as a basis for effective collaboration between the Business and IT in managing the application portfolioPartnering with business and technology subject experts to translate business requirements into technological solutionsEnsuring vitality of segment application portfolio through periodic reviews and assessments in collaboration with a diverse set of collaboratorsDesigning systems to support flow of data through the organization by participating in or leading in producing conceptual, logical, and component-level architectures and associated artifactsDeveloping and managing Technology Standards, focusing on preferred technology to be used for capabilities across the SegmentDeveloping an integrated view of shared capabilities across different groups/regions and within the Segment, identifying and highlighting cross-region and cross-functional dependenciesCollaborating with Solution Architects and delivery teams to capture backlog items relating to Application Portfolio Management and Technology StandardsConnecting your business and technical insights to develop innovative proposals for evolving Manulife’s platforms, introducing new products or capabilities, or improving processes that benefit the firm or its customersAdvising on potential exciting technologies and trends - monitor and analyze industry, technology and market trends to determine their potential impact or application for the organizationDeveloping and maintaining relationships with senior collaborators to promote relevant and effective usage of Enterprise Architecture, ensuring value of its deliverablesDelivering architecture within Agile delivery model - through innovation and continuous improvementWhat you haveAbility to own architecture and influence strategic direction and vision for the futureStrategic thinking - ability to understand contexts, identify patterns and trends, and analyze impact of different change factorsStrong data management and data governance process implementation skillsDesire and ability to understand diverse business domains and develop architectures that meet the current and anticipated business needs across a broad set of partnersAbility to evaluate new technologies and know the latest industry trendsExperience working in global, complex, customer-oriented IT environmentBusiness acumen - in-depth knowledge of the end-to-end wealth and asset management process, industry trends and regulatory requirementsGood judgment and the ability to handle high pressure situations.Knowledge of various methods and frameworks for analysis and design of Business, Operating and Management models, with practical experience in applying them for developing Enterprise and function specific Business and Application ArchitecturesExperience addressing operational and non-functional concerns (e.g. horizontal & vertical scalability, performance, maintainability, load distribution, resilience, recovery, security and privacy)Experience with Cloud Native Architecture and Infrastructure PatternsKnowledge of the enterprise technology space: languages, frameworks, and techniquesRefined presentation and communication skills and expertise interfacing and communicating effectively with both engineers, product managers and executivesStrong consulting skills in a variety of areas - methods and frameworks for developing strong data management practices, strategic roadmaps (both Business and IT), EA practice, Business Process Modeling, Change Management, Enterprise Architecture and IT Governance, Enterprise Shared Services discovery, IT Strategic planning and Technology ModernizationExposure to some or all of the following experiences is desired:Domain Knowledge of Business Capabilities: Retirement, Retail, Institutional Investment ManagementAsset and Wealth management operations platforms and technologiesCloud Services and Big Data PlatformsAgile methodologies (SAFe, Scrum) and iterative developmentOur commitment to youValues-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.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$107,730.00 CAD - $200,070.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Application Deadline: 04/19/2024Address: 255 Queens AvenueJob Family Group:Wealth Sales & ServiceSupports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.Qualifications:Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.RISR qualified (Minimum IFIC completed; CSC preferred).Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Understanding of the Lending Process and supporting policies.Understanding of loan and security documentation, including registration and renewal routine.Knowledge and understanding of banking services.Knowledge of mutual fund/investment products.Specialized knowledge.Verbal & written communication skills - Good.Organization skillls - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$35,700.00 - $66,100.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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 DescriptionBilingual Associate Investment Counsellor (AIC), Montreal We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high net worth clients in French and English, the Associate Investment Counsellor AIC will be their primary point of contact for all administrative matters pertaining to their accounts. Bilingual Associate Investment Counsellor AIC, MontrealManulife Private Wealth (“MPW”) delivers exceptional investment counselling services and discretionary portfolio management to high-net-worth clients. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of evert Canadian’s financial plan and future. We need people with the skills, energy, and drive to help us continue to service our growing client base. With our head office located in Toronto and offices in Montreal, Calgary and Vancouver, Manulife Private Wealth offers an opportunity to work with a team that values new ideas, and fresh approaches and is committed to developing innovative solutions that will shape the future of our business. As an integral member of Manulife Private Wealth Support, the Associate Investment Counsellor (AIC) will work with an experienced Investment Counsellor (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts and charitable foundations. The AIC will be responsible for assisting the IC in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis. Under the supervision and mentorship of the IC, the AIC will actively manage smaller client relationships while nurturing larger client relationships and facilitate the closure of share of wallet opportunities in the investment portfolio to enable growth of the senior IC’s portfolio. The ultimate purpose of this role is for the AIC to support the IC managing and growing AUM and relationships of direct clients to enable growth of their personal client base through lead opportunities. Main responsibilitiesPerform various day-to-day administrative tasks, demonstrating a commitment to exceptional client service and contribution to team goals.Regularly liaise with custodian and with other departments with regards to various client matters, establishing a strong collaborative relationship and sharing useful ideas to enhance client servicing.Complete account opening documentation and efficiently manage the client onboarding process, ensuring a smooth transition and positive first impression for the client.Coordinate the investment counsellor’s meetings with existing or prospective clients and prepare all required presentation material in a timely manner. This includes the creation of financial plans in partnership with IC, focusing on proactive and effective client service support.Construct custom reporting and portfolio strategies for quarterly reviews or as required, demonstrating a positive client-centric and collaborative communication approach.Under the supervision of the investment counsellor, deliver client advice and recommend portfolio strategies including training based on client IPS, contributing to strategy initiatives.Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including:Instructions for contributions, withdrawals or transfersRequests for statement or portfolio reportsTax related questionsRequest for new account openingsGeneral questions about the firm and our services. All responses should emphasize effective and proactive client service support.Obtain ongoing account documentation from clients and maintain uptodate client files, as per regulatory and compliance requirements.Familiarize yourself with Manulife’s investment approach and stay abreast of the firm’s strategy, ensuring alignment with client service excellence. Experience and QualificationsUniversity degree, preferably in Business or Economics.Chartered Financial Analyst (CFA) designation preferred but will consider candidates who have completed level II of the program.Additional designations such as Certified Financial Planner (CFP) or Trust of Estate Practitioner (TEP) preferred.Minimum of 5 years of professional experience within the investment industry.Minimum of 3 years portfolio management experience, preferably with high-net-worth clients.Superior client relationship management skills.Exceptional written and verbal communication skills (English and French).Ability to communicate with clients about investment, economic, financial and taxation issues.Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases.Ideal candidate qualificationsStrong focus on high-net-worth client service excellence.Excellent organization, multitasking and priority management skills.Resourcefulness, problem-solving skills, and ability to work autonomously.High attention to detail.Team spirit and ability to thrive in a collaborative work.Advanced analytical, problem-solving, and strategic decision-making skills.A desire to learn and grow.Our commitment to YouValues-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. The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationMontreal, QuebecSalary range is expected to be between$81,450.00 CAD - $146,610.00 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?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether youre demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.What will you do?Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunitiesFocus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain businessRespond to client-initiated contact, assisting them with a full range of financial transactionsActively listen and engage clients in conversation to further understand their individual needsProactively take ownership of resolving and preventing client banking problemsCultivate and maintain relationships with partners to make the most of business opportunities and referralsWhat do you need to succeed?Must-haveMutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environmentProblem-solving and people skills, with the ability to build strong relationships and proactively connect with clientsFlexibility, eagerness to learn, strong personal ethics, and a hunger for successDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Availabilityto workall open business hours Nice-to-haveTrack record in building rapport and maintaining client relationships within the financial or service industryWhats 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 competitive compensation, bonuses, and flexible benefitsContinued opportunities for career advancementWorld-class sales training, coaching, and development opportunitiesSupport from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and trainingOpportunity to achieve great success and grow your career with RBCRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.PCBADVJob SkillsAdvice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job DetailsAddress:6400 NO 3 RD:RICHMONDCity:RICHMONDCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-25Application Deadline:2024-05-09Inclusion 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.