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Associate (Senior Consultant) - Corporate Finance
KPMG, Edmonton, AB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Deal Advisory Services group is seeking professionals at the Associate level to join our growing Edmonton practices. We offer independent investment banking, transaction services, valuation and other financial advisory, services to private and public companies. Through KPMG Corporate Finance Inc., a wholly owned subsidiary of KPMG LLP and the OSC regulated limited market dealer through which KPMG LLP's investment banking services are provided in Canada, KPMG's corporate finance services include buy-side and sell-side financial advisory, financing services including raising debt and equity capital, valuation/pricing analysis and due diligence support. The successful candidate will participate in a wide range of Corporate Finance assignments involving local, national and international clients of the firm. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction process. The successful candidate will be responsible for: Conducting financial and valuation/pricing analyses (including the development of complex financial models), as well as qualitative assessments, of companies across various industries. Assist in identification and research of potential acquisition targets, purchasers and/or investors, as applicable. Help lead the preparation and distribution of confidential information memorandums and other key documents prepared as part of sell-side divestiture processes. Communicate directly with clients, other advisors, and counterparties. Assist with proactive business development and deal initiation activities. Provide analytical and market research information (i.e. public company pricing multiples, precedent transaction analysis, industry research, etc.). At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the roleA successful candidate will be able to demonstrate strength in the following key areas: Successful completion of, or intention of completing the CPA examination process. Interest in developing expertise related to valuation concepts and techniques. Enrollment in the CBV program will be expected (if not already complete). Proficiency in working with Microsoft Excel, PowerPoint and Word and ability to learn to work with new applications. Excellent analytical, critical thinking, writing and verbal communication skills (including public speaking) High attention to detail and organizational skills. Strong problem-solving skills with the ability to apply new knowledge in the preparation of creative and bespoke client deliverables. Highly motivated, achievement-oriented, committed, self-starter and ability to prioritize work/cope with changing priorities while working independently and with a team. What we offer Support for candidates to enroll in and complete professional designation programs (CPA, CBV etc.) including paid enrollment costs, paid study / exam days, ongoing coaching and third-party courses / materials for exam preparation. A total rewards approach to compensation, including the ability to earn performance based bonuses. Meaningful roles on a variety of M&A transactions involving mid-market companies, with support and coaching from senior Corporate Finance professionals that promote professional growth and development. Assignment of a Performance Manager on day one to help guide and grow your career as a Corporate Finance professional. Deal Advisory team events throughout the year to help sustain a strong team culture. Modern, recently renovated downtown office space in both Edmonton and Winnipeg. Comprehensive health benefits from day one. Wellness benefits including a lifestyle spending program and accreditation bonuses. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Senior Manager, Financial Due Diligence, Transaction Services (Toronto)
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. In every economic environment, there are opportunities to create, enhance, and preserve value. Our Deal Advisory professionals help buyers, sellers, private equity investors, governments, and lenders in developing and executing on their value strategies. Within KPMG's Transaction Services practice, our Deal Advisory professionals provide financial due diligence services on behalf of our clients to help drive value from M&A (Mergers & Acquisitions) with a forward-thinking approach to deal planning. Learn more about KPMG's Transaction Services practice here and careers in Deal Advisory h e re . Are you a talented leader with a proven track record for motivating teams and delivering exceptional client service? Our Transaction Services team in Toronto is looking for a professional like you with the skills and drive to make a real difference. As a Senior Manager, Transaction Services, you will collaborate in multi-disciplinary teams and apply your professional and technical skills on a wide variety of transactions at different stages of the transaction cycle. What you will do Identify key issues, plan and supervise the execution of financial analysis, coordinate other work streams (e.g., work performed by foreign KPMG offices, M&A tax, IT, post-merger integration, HR and pension consultants, etc.) Evaluate a business' historical performance, key drivers of growth and profitability, sustainability of earnings/cash flows, working capital cycles, financial projections, key contractual commitments, accounting policies, and management control environment Handle complex issues, interpret results, find solutions, report key findings, and make recommendations Write detailed professional reports and presentations of key analysis with pertinent findings Establish credibility and develop relationships with current and prospective clients, as a representative of KPMG Deal Advisory Actively participate in KPMG engagement teams with access to senior client executives, attorneys, and private equity investors Provide support/assistance for proposals and contribute to growing the practice Train, coach junior team members and contribute to the effective working of the team and development of team morale What you bring to the role Must have CPA / CA or equivalent designation. 7-10 years of Transaction Services / Mergers and Acquisitions along with Accounting/Audit experience, in a consulting, advisory, or private equity environment Ability to lead multiple projects simultaneously and effectively coach, develop, and manage junior team members Professional verbal, presentation communication skills, along with excellent writing skills Solid investigative skills and attention to detail Business fluency in other languages is desirable (French, Spanish, Portuguese, Mandarin) Willingness and ability to travel internationally as required #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 .
Senior Project Manager / Project Engineer, Land Development
WSP Canada, Edmonton, AB
EDMONTONWSP is currently seeking a motivated Project Engineer / Project Manager to join our established Land Development Infrastructure group, located at our Edmonton office. The successful candidate will be responsible for undertaking project consultancy services primarily in the discipline area of land development projects with a focus on private sector clients involving residential, commercial and industrial subdivision and site servicing projects. As part of the engineering design and project management team you will engage with colleagues and deal directly with clients, consultants, and approval agencies.Why WSP? We value and are committed to upholding a culture of Inclusion and Belonging Our Flexible Work Policy - we recognize the importance of balance in our lives and encourage you to prioritize the balance in yours. We will support you on and off the job so you can be fully present in both your work and home lives. A Canadian success story - we're proud to wear the red and white of this beautiful country and show the world what Canada has to offer. Enhance the world around you - from the environment to the highways, to the buildings and the terrain, WSP is the fabric of Canada. Outstanding career opportunities - we're growing and pushing ourselves every day to be greater than yesterday - we're open to your ideas and trying new things. A phenomenal collaborative culture and a workforce filled with genuinely good people who are doing humbly important work. Come find out for yourself what it's like to be a part of our journey. We offer attractive pay, flexible work options, a great corporate culture, comprehensive and employee-focused benefits including virtual healthcare and a wellness platform as well as great savings programs, and a clear vision for the future. #WeAreWSPA day in the life: You are a self-motivated leader with excellent verbal and written communication skills; High level of initiative, motivation, drive, energy and enthusiasm to get the job done; Ability to work effectively and competently with people at all levels in the organization; Engage and coordinate with clients, contractors, project team members, stakeholders and the public on various projects; Carry out preliminary and detailed design of land development infrastructure, including stormwater management, sanitary sewers, water networks, road, grading, etc. Manage interactions with other team members; Preliminary and detailed contract administration, and field reviews for projects under construction Be involved in all stages of a project development, from concept to handover to the client, preparing and coordinating technical reports, drawings, specifications, and contract documents; providing support throughout the tender process; assisting with managing construction project; Prepare analyses, reports, designs, drawings, specifications, cost estimates, presentations, and reports as required; Develop and strengthen existing skills and deliver engineering projects in accordance with client requirements and in line with company and industry best practice; Ensure that solutions offered and delivered reflect the needs of private sector, municipal, provincial, and federal clients as the case may be; Work effectively with, and coordinate the efforts of, engineering and technical team members; Preliminary and detailed contract administration, and field reviews for projects under construction; Business development and proposal development; Ability to work under supervision; effective time management and strong organizational skills; Ability to work with Project Managers and Technical staff located in offices across WSP; Computer literate; proficient in Microsoft Office applications and working knowledge of AutoCAD and AutoCAD Civil3D is an asset; Ability to work to deadlines and see tasks through to completion; Good analytical skills and attention to detail; and Other duties as assigned.What you'll bring to WSP ... An undergraduate degree in civil engineering from an accredited university; 6+ years of progressive experience in the design of land development infrastructure projects, is preferred; Registration in good standing as a P.Eng. in Alberta, or eligibility to be registered, or industry recognized equivalent; Knowledge of local land development markets with established local client relationships is an asset; Excellent communication skills - written and verbal, including teamwork and interpersonal abilities; High ethical standards in parallel with WSP Corporate Policy, Vision, Mission and Values; and High attention to detail, and an ability to work well as a team player. WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments. We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future. At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits). WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. WSP is committed to the principles of employment equity. Only the candidates selected will be contacted. WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Senior Manager, Digital Infrastructure - Deal Advisory
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. GIA plays a pivotal role in supporting Canadian and global clients as they respond to rapidly changing infrastructure markets. Our team understands that emerging technologies are changing the way infrastructure is delivered, creating a strong demand for InfraTech (technology-enabled infrastructure). We are dedicated to supporting our public and private sector clients in developing and implementing emerging technology strategies across diverse sectors and infrastructure types, positioning clients at the forefront of the infrastructure revolution. Learn more about Global Infrastructure Advisory (GIA) here and careers in Deal Advisory here . Are you a talented leader with a proven track record for motivating teams and delivering exceptional client service? KPMG is actively looking for a Senior Manager in Toronto to join our Digital Infrastructure (DI) team within GIA in identifying emerging technology application to the design, build, and operation of infrastructure. We are at the forefront of delivering major social, economic and commercial outcomes through leveraging the value of connectivity (e.g., 5G) and emerging technologies (e.g., Internet of Things, digital twins) across infrastructure projects in sectors such as Transport, Accommodation, Power and Utilities, Digital, Energy and Mining, and Oil and Gas industries . We are looking for an innovative thinker and market builder who is passionate about how technology and innovation will transform societies of the future. What you will do Help our clients and internal stakeholders reimagine the value we deliver, the way we deliver our services, and evaluate how our workforce drives dynamic solutions to solve client needs. Lead digital infrastructure advisory engagements - with a focus on d eveloping and executing innovation strategies and helping manage large-scale, enterprise-wide innovation programs - a cross public and private sector clients with accountability for engagement delivery, client outcomes and risk management. Apply a deep understanding of how technology will create breakthrough innovations in the configuration, offering, and delivery of infrastructure projects to serve clients in various sectors Lead and manage cross-functional engagement teams (8-10 individuals) including providing training, leadership, direction, and guidance to cultivate and manage high performing teams Support the development and growth of KPMG's GIA practice by leading business development initiatives and identifying opportunities to expand KPMG's services Build strong relationships across KPMG's national infrastructure advisory practice and global infrastructure advisory networks to drive market activation across sectors and geographies Proactively coach junior team members (including Performance Manager responsibilities where relevant) and provide support to other service lines within Management Consulting At times, business needs arise, and employees are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job. Likewise, people need extra time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role A seasoned professional with 8+ years of involvement in infrastructure, emerging technology, or innovation consulting having worked for established professional services firms A futurist mindset with experience in designing technology-enabled innovation strategy that aligns with the client's vision, goals, and business operations - which is rooted in deep understanding of cutting-edge technologies (e.g., 5G, IoT, digital twins, autonomous vehicles) and their interplay with infrastructure across diverse sectors. Experience with designing and developing innovation-related consortiums or program (such as innovation hubs, hackathons etc.), specifically managing multi-party collaboration among diverse stakeholders and partnership development. Experience working with funds, such as institutional investors or multi-lateral development banks, is considered a strong asset. Proven experience in nurturing a portfolio or cultivating business growth, leveraging strong sales and business development acumen Proven leadership skills and ability to mentor a high performing team of managers and consultants to deliver and meet tight deadlines An ability to thrive in ambiguity, necessitating adaptability and agility while operating in a high-paced environment. 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-ET1 #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 .
Int. OpenEdge Developer to work on a variety of Business Applications for a Manufacturing client
S.i. Systems, Toronto, ON
Int. OpenEdge Developer to work on a variety of Business Applications for a Manufacturing clientLocation: North York, ON Job Responsibilities:The OpenEdge Developer is responsible for the delivery of requirements & analysis, design, programming, implementation, maintenance & support of applications & projects as a member of the IT Business Applications team.They will work closely with Business and IT stakeholders to architect and build business applications by performing requirements analysis, design, development, documentation and optimization of business processes & projects as governed by the Project Management Office (PMO) and the IT Business Application team.In addition to project & maintenance programming responsibilities, the position will include ad hoc report creation, front-line user application support, application training, and maintenance of development / test / production environments.Within this stakeholder framework, they will research, develop, and implement solutions to business needs using technologies that provide Enterprise Application Integration, database connectivity, security, and web services. Must haves:4+ years designing and developing Web-based Business Applications 3+ years developing with OpenEdge ABL v10 (Progress 4GL) or higherExperience working with classes, Progress Developer Studio for OpenEdge (PDSOE), Progress Application Servers for OpenEdge (PASOE)3+ years designing and developing REST API frameworks 2+ years of industry experience in HTML 5, CSS 3, Bootstrap, and JQuery Nice to haves:Postgres, SQL Server or other relational DatabasesFederated Identity Management using an Identity as a Service such as Okta, Ping, ADFSSAML 2.0Application Platforms including Heroku, Google Cloud, AWS, Azure, Private CloudsMobile Application Development for iOS (Native / NativeScript / Cordova) Apply
Senior Project Manager, Land Development
WSP Canada, Calgary, AB
The OpportunityWSP is currently seeking a motivated Project Engineer / Project Manager to join our established Land Development Infrastructure group, located at our Calgary office. The successful candidate will be responsible for undertaking project consultancy services primarily in the discipline area of land development projects with a focus on private sector clients involving residential, commercial, and industrial subdivision and site servicing projects. As part of the engineering design and project management team you will engage with colleagues and deal directly with clients, consultants, and approval agencies.Why WSP? We value and are committed to upholding a culture of Inclusion and Belonging Our Flexible Work Policy - we recognize the importance of balance in our lives and encourage you to prioritize the balance in yours. We will support you on and off the job so you can be fully present in both your work and home lives. Our Hybrid Work Policy - a combination of in-person and remote working, enables us to purposefully think of how we work, who we need to work with, and where the work should be done. A Canadian success story - we're proud to wear the red and white of this beautiful country and show the world what Canada has to offer. Enhance the world around you - from the environment to the highways, to the buildings and the terrain, WSP is the fabric of Canada. Outstanding career opportunities - we're growing and pushing ourselves every day to be greater than yesterday - we're open to your ideas and trying new things. A phenomenal collaborative culture and a workforce filled with genuinely good people who are doing humbly important work. Come find out for yourself what it's like to be a part of our journey.We offer attractive pay, flexible work options, a great corporate culture, comprehensive and employee-focused benefits including virtual healthcare and a wellness platform as well as great savings programs, and a clear vision for the future.#WeAreWSP A day in the life: You are a self-motivated leader with excellent verbal and written communication skills; High level of initiative, motivation, drive, energy and enthusiasm to get the job done; Ability to work effectively and competently with people at all levels in the organization; Engage and coordinate with clients, contractors, project team members, stakeholders and the public on various projects; Carry out preliminary and detailed design of land development infrastructure, including stormwater management, sanitary sewers, water networks, road, grading, etc. Manage interactions with other team members; Preliminary and detailed contract administration, and field reviews for projects under construction Be involved in all stages of a project development, from concept to handover to the client, preparing and coordinating technical reports, drawings, specifications, and contract documents; providing support throughout the tender process; assisting with managing construction project; Prepare analyses, reports, designs, drawings, specifications, cost estimates, presentations, and reports as required; Develop and strengthen existing skills and deliver engineering projects in accordance with client requirements and in line with company and industry best practice; Ensure that solutions offered and delivered reflect the needs of private sector, municipal, provincial, and federal clients as the case may be; Work effectively with, and coordinate the efforts of, engineering and technical team members; Preliminary and detailed contract administration, and field reviews for projects under construction; Business development and proposal development; Ability to work under supervision; effective time management and strong organizational skills; Ability to work with Project Managers and Technical staff located in offices across WSP; Computer literate; proficient in Microsoft Office applications and working knowledge of AutoCAD and AutoCAD Civil3D is an asset; Ability to work to deadlines and see tasks through to completion; Good analytical skills and attention to detail; and Other duties as assigned.What you'll bring to WSP ... An undergraduate degree in civil engineering from an accredited university; 6+ years of progressive experience in the design of land development infrastructure projects, is preferred; Registration in good standing as a P.Eng. in Alberta, or eligibility to be registered, or industry recognized equivalent; Knowledge of local land development markets with established local client relationships is an asset; Excellent communication skills - written and verbal, including teamwork and interpersonal abilities; High ethical standards in parallel with WSP Corporate Policy, Vision, Mission and Values; and High attention to detail, and an ability to work well as a team player WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments. We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future. At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits). WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. WSP is committed to the principles of employment equity. Only the candidates selected will be contacted. WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Relationship Manager - Transportation Finance Sales
BMO, Vancouver, BC
Application Deadline: 03/31/2024Address:595 Burrard StreetFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications from key clients. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages banking relationships, plans for prospective clients.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentations for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy.Evaluates and structures loan requests, determining appropriate documentation for Approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.Follows up after closing to insure all documents are completed and filed.Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.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:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Senior Consultant - Valuations
KPMG, Ottawa, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Deal Advisory is one of the three practice areas within Advisory. It consists of the following service lines: (i) mergers and acquisitions; (ii) debt and equity financing; (iii) restructuring; (iv) public and infrastructure finance; (v) valuations and fairness opinions; and (vi) transaction services. This position involves advising public and private businesses operating in various industries on deal advisory issues. As a Senior Consultant, you will work on a variety of assignments with a higher concentration in the area of valuations. You will work closely with senior investment professionals and will be exposed to the senior management of clients in a wide variety of industry sectors. What you will doThe successful candidate will be responsible for: Advancing multiple engagements and successfully completing client deliverables on time. Reviewing business plans, financial statements, agreements, CIMs, etc. Financial analysis. Financial model building and review. Industry and economic research. Thinking creatively to find solutions to unusual client circumstances. Report writing and editing, including the preparation of tables and graphs What you bring to the roleThe successful candidate will have the following skills, behaviours and experience: Canadian CPA, CA designation or Masters in Finance will be considered an asset. Enrolled, or willing to enroll in the CBV program with a view to obtaining the CBV designation. Excellent analytical and writing skills. Strong attention to detail. Keen interest in learning about and working with valuation concepts and techniques such as WACC, CAPM, discounting cash flows, earnings multiples, etc. Robust ability to solve complex technical problems. Proficiency in Microsoft Office (Excel, PowerPoint and Word) with demonstrated modelling abilities in Excel. Providing you with the support you need to be at your bestFor more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Senior Consultant - Global Infrastructure Advisory, Project Finance
KPMG, Vancouver, BC
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's 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 .
Associate (Senior Consultant) - Corporate Finance
KPMG, Winnipeg, MB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.KPMG's Deal Advisory Services group is seeking professionals at the Associate level to join our growing Winnipeg practices. We offer independent investment banking, transaction services, valuation and other financial advisory, services to private and public companies. Through KPMG Corporate Finance Inc., a wholly owned subsidiary of KPMG LLP and the OSC regulated limited market dealer through which KPMG LLP's investment banking services are provided in Canada, KPMG's corporate finance services include buy-side and sell-side financial advisory, financing services including raising debt and equity capital, valuation/pricing analysis and due diligence support. The successful candidate will participate in a wide range of Corporate Finance assignments involving local, national and international clients of the firm. What you will doWorking in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction process. The successful candidate will be responsible for: Conducting financial and valuation/pricing analyses (including the development of complex financial models), as well as qualitative assessments, of companies across various industries. Assist in identification and research of potential acquisition targets, purchasers and/or investors, as applicable. Help lead the preparation and distribution of confidential information memorandums and other key documents prepared as part of sell-side divestiture processes. Communicate directly with clients, other advisors, and counterparties. Assist with proactive business development and deal initiation activities. Provide analytical and market research information (i.e. public company pricing multiples, precedent transaction analysis, industry research, etc.). At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the roleA successful candidate will be able to demonstrate strength in the following key areas: Successful completion of, or intention of completing the CPA examination process. Interest in developing expertise related to valuation concepts and techniques. Enrollment in the CBV program will be expected (if not already complete). Proficiency in working with Microsoft Excel, PowerPoint and Word and ability to learn to work with new applications. Excellent analytical, critical thinking, writing and verbal communication skills (including public speaking) High attention to detail and organizational skills. Strong problem-solving skills with the ability to apply new knowledge in the preparation of creative and bespoke client deliverables. Highly motivated, achievement-oriented, committed, self-starter and ability to prioritize work/cope with changing priorities while working independently and with a team. What we offer: Support for candidates to enroll in and complete professional designation programs (CPA, CBV etc.) including paid enrollment costs, paid study / exam days, ongoing coaching and third-party courses / materials for exam preparation. A total rewards approach to compensation, including the ability to earn performance based bonuses. Meaningful roles on a variety of M&A transactions involving mid-market companies, with support and coaching from senior Corporate Finance professionals that promote professional growth and development. Assignment of a Performance Manager on day one to help guide and grow your career as a Corporate Finance professional. Deal Advisory team events throughout the year to help sustain a strong team culture. Modern, recently renovated downtown office space in both Edmonton and Winnipeg. Comprehensive health benefits from day one. Wellness benefits including a lifestyle spending program and accreditation bonuses Providing you with the support you need to be at your bestFor more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Senior Consultant - Business Process Controls Specialist within Financial Services
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Our Technology Risk Consulting services team is growing and we are looking for Senior Consultants to join our team in Toronto. The Technology Risk Consulting practice provides a variety of services to our clients. The successful candidate will focus primarily on providing IT Advisory and Assurance based services to clients in the Asset Management and Financial Services space. They will also be involved in training and guiding our new campus hires. What you will do Working closely with our Clients and Audit teams to conduct assessments of business process risks and controls primarily in the Asset Management (Custody, Funds/Pension Administration, Transfer Agency) and Financial Services space, including any experience in conducting automated controls embedded within information systems in support of our CSAE 3416 / SSAE 18 / ISAE 3402 Service Organization Control (SOC) audits and external audit engagements. Performing other engagements within the context of supporting the external audit, IT internal audit or SOC attestation engagements and assessment of business and IT related controls in large transformation projects. Reviewing new and existing systems in terms of adequacy of business and IT controls, security, operational considerations, data conversion, and project management assessment. Engagement risk management: quality assurance through file review, engagement planning, development and monitoring, engagement profitability - Simultaneously deliver multiple client engagements of varying size, scope, and complexity. Business development: taking a proactive role in the business community to increase awareness of the firm's services and level of commitment to the local market, developing and maturing relationships with internal staff and clients, developing proposals, identifying, and pursuing opportunities to increase the practice's penetration in the public and private sector. Service Delivery : conducting research, performing technical testing, writing reports, conducting interviews, and communicating regularly with clients and resources. Guide field engagement teams as well as coaching and mentoring junior staff members. What you bring to the roleThe successful candidate will possess the following skills and behaviors: Bachelor's or MBA degree in Business or Finance required, ideally with a major in accounting. Completion of one or a combination of the following designations CPA, CFA, CISA, CRISC. The completion of a CPA or equivalent accounting designation is highly recommended. 2 to 5 years o f relevant experience in assessing information technology or business process risk ideally within a large consulting practice. Strong understanding and experience with business process, operations, and controls-based audits (e.g., SOC1, SOC2) is preferred. Experience within an external audit practice auditing clients in the Asset Management Financial Services industries. From this, a strong understanding of business processes associated with custodial/fund administration service providers, banks or insurance companies. For example, experience should cover multiple of the following areas: Custodial, Fund/Pension Administration (for retail mutual funds, institutional, pension, hedge and private equity funds), Transfer Agency, Capital Markets, Retail and Corporate Lending, Wealth Management, Broker Dealer, Investment Managers. Ability to work both - with little supervision and within a team environment. Excellent communication skills being able to express insights, both written and orally. Demonstrated ability to learn and succeed in a fast-paced environment. Attention to detail and strong organization and analytical skills. Strong understanding of business risks and audit risks. Have a high degree of personal confidence, enthusiasm, and drive. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . #LI-Hybrid Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Cloud Finance, Senior Manager
PwC, Toronto, ON
A career in our Accounting and Tax Reporting practice, within PwC Private, will provide you with the opportunity to help private companies with a range of business advisory services to resolve their day-to-day business issues and to help them achieve long-term success. You will advise clients on their local tax affairs, while acting as a strategic consultant, and will help them manage their tax obligations across unique but ever changing tax specialties. Our team helps our clients with accounting and complex tax reporting. You will focus on planning and executing notice to reader and review engagements; drafting and filing local financial statements; reviewing personal trust and corporate income tax returns, and other tax reporting forms; and will assist with year-end planning and bookkeeping. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. PwC's High Net Worth (HNW) practice is a core part of PwC Private, supporting High Net Worth Individuals and some of Canada's most iconic families with a range of tax and business advisory needs such as tax and estate planning, tax audit, and tax compliance. The HNW Team acts as trusted advisors, helping our clients free up time that can be spent on growing their wealth and minimizing their total tax and compliance burden. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. Meaningful work you'll be part of As a Cloud Finance, Senior Manager, y ou'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Encourage everyone to have a voice and invite opinion from all, including quieter members of the team • Deal effectively with ambiguous and unstructured problems and situations • Initiate open and candid coaching conversations at all levels • Move easily between big picture thinking and managing relevant detail • Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required • Contribute technical knowledge in the area of specialism • Contribute to an environment where people and technology thrive together to accomplish more than they could apart • Navigate the complexities of cross-border and/or diverse teams and engagements • Initiate and lead open conversations with teams, clients and stakeholders to build trust • Uphold the firm's code of ethics and business conduct Experiences and skills you'll use to solve • Prior experience in a public accounting firm or law firm an asset • The Master of Taxation ( Mtax ) or equivalent, or completion of Levels I, II and III of the CPA In-depth Tax Course would be an asset • CPA,CA or other relevant professional designation • Trust and Estate Practitioner designation (TEP) would be an asset • Good understanding of Canadian tax rules and issues facing high net worth clients with corporations and trusts • Proven ability to manage multiple assignments, clients and staff. Strong research, analytical, organization, and communication skills, the ability to work effectively under pressure, and a proactive attitude • Demonstrated business development skills and enthusiasm about contributing to the growth of the High Net Worth practice • Ability to manage, develop, retain and mentor junior tax professional • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives PwC BC Region Pay Range Information The salary range* for this position is $92,100 - $153,500, plus individuals may be eligible for an annual bonus payment. Actual compensation within the range will be dependent upon your skills, experience, qualifications and geographic location . * Please note that the salary range for this position is reflected for our British Columbia region . Given our national recruiting approach, we recruit (and may hire) in other regions and therefore the salary range may differ depending on the work location . PwC is committed to competitive compensation and sharing salary ranges in accordance with applicable pay transparency legislation as they arise. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
SAP Senior Consultant
PwC, Montreal, QC
A career within SAP Consulting services, will provide you with the opportunity to help our clients maximise the value of their SAP investment with offerings that address sales, finance, supply chain, engineering, and human capital. We provide comprehensive consulting, system integration and implementation services across multiple SAP applications, products and technologies. Simply put, we focus on delivering business led, technology enabled change for our clients including industry specific enterprise resource planning and the latest in mobile, analytics and cloud solutions. Meaningful work you'll be part of As a SAP Solution Architect Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Responsible for developing strategic client relationships while providing high quality work across multiple client projects as a functional solution architect • Responsible for overseeing functional teams to drive solution design and implementation of SAP procurement and supply chain technology solu tions like SAP MM, SAP SD, SAP IM/ WM , and SAP PP • Proven leader with in-depth knowledge of Procurement & Supply Chain-related business functions and SAP functionality to drive development of client offerings and end-to-end transformati on projects • Responsible for contributing to development of goals, objectives and focus areas for practice staff • Responsible for building solid and collaborative relationships with team members, foster a productive team environment • Responsible for solution strategy and project delivery as a SAP Solution Lead • Lead client, PwC and technology partner teams to plan, manage and deliver high quality engagements • Developing solutions based on common issues facing clients who provide products and services (e.g., aer ospace and defense, automotive, consumer and retail, energy, industrial products, technology or utilities) • Identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to i dentify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection • Contribute to teams to generate a vision, establish directi on and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation • Engage the SAP team through business development and proposal opportunities • Lead and mentor the junior client and PwC person nel through the project lifecycle Experiences and skills you'll use to solve • Strong prior experience in managing strategic client relationships while providing high quality work across multiple client projects • Strong prior experience in leading implementation of SAP procurement & supply chain modules like Materials M anagement, Warehouse Management and SAP IBP • Previous experience in leading a functional team of consultants through all phases of an implementation project • Proven experience in ability to integrate complex and divergent requirements into a simple, intuit ive, and successful SAP solution design • Proven experience in developing solution architecture leveraging SAP technologies to enable clients business processes • An interest in deepening your procurement and supply chain business acumen, technical knowledge , particularly with SAP's newer cloud technologies • An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work • Deep understanding of procurement and supply chain business functions and expertise working in different industries (eg CPG , Manufacturing, Retail etc) • Proven track record of success fully delivering SAP application solutions with at least two end to end SAP S/4 HANA implementation project on premise and Cloud edition • Post secondary education considered an asset • The successful candidate requires fluency in English, in addition to French as they will be required to support or collaborate with English-speaking clients, colleagues and/or stakeholders during the course of their employment with PwC Canada • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Senior Technical Service Manager, Enterprise Cloud Services, Vancouver
SAP, Vancouver, BC
We help the world run betterOur company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. Apply now! ABOUT THE TEAM Customer Delivery Engagement (CDE) organization is the global team within SAP Enterprise Cloud Services organization overseeing all aspects of the Customer Engagement from the point of sale throughout the entire lifecycle and providing commercial, project, and technical operations expertise. They deliver fixed-scope, proactive and outcome-based services across the entire SAP software stack to SAP's RISE customers. The CDE team combines all customer-facing roles inside ECS and presents SAP as "One Voice" through coordinated communication at all levels to our clients, internal and external stakeholders. We are dedicated to customer centricity, client intimacy and support of client lifecycle management. We create a stable foundation for our customers' IT operations and support customers on their digital transformation journey to the intelligent enterprise based on S4/HANA. With continuous access to our expertise and the broader SAP expert network, our customers can take advantage of the latest technologies to support continuous business innovation. SAP CDE helps customers accelerate their innovation adoption, delivering the flexibility to adapt to business changes, rapidly implement technologies and standardize and optimize operations of SAP centric solutions. The mission of the CDE Organization is to maximize the customer success by helping to manage complexity, ensure stable operations, mitigate risk and lowering total cost of operation, support customers on their journey to the intelligent enterprise powered by S4/HANA and releasing investment as well as customer resource capacity for innovation. THE ROLE As Technical Service Manager (TSM), we are looking for an accomplished Senior SAP Technical Consultant in delivering high-quality results consistently. As a key member of ECS, you will be contributing to SAP's Global strategy of helping customers with adoption of SAP S/4HANA on their path to the Intelligent Enterprise. Technical Service Manager (TSM) acts as a trusted technical advisor in the safeguarding and optimization of customer investments into SAP ECS. TSM owns the customer landscape and advise on critical and complex landscape changes during life cycle management. TSM will work as a team with Customer Delivery Managers (CDMs) and ECS internal service delivery to serve and delight our customers, by providing quality services throughout their entire lifecycle. This is a customer-facing role focused on Large & Strategic Customers where you will be part of the Enterprise Cloud Services delivery organization. TSM TASKS: Primary contact for the customer regarding technology discussions Own the technical discussions with the customer and act as the orchestrator of experts to obtain expertise from the SAP delivery organization as required. Ownership & detailed understanding of the customer landscape managed within ECS & understand interdependencies between systems (both within ECS and beyond). Support the CDM and the TechOps teams for execution of the service delivery plan and calendar. Analyze customer technical requirements and organize / co-ordinate experts from ECS Delivery team and drive those topics to resolution to the satisfaction of the customer. Present the intricacies of the private offering, technical details, and engagement model to internal and external stakeholders. Support the customer or SAP services teams to build customer-specific cloud roadmaps that cover topics around Infrastructure Architecture, Technical Managed services, security, and integration. Guide customers on all technical aspects like Business Continuity, Security & Compliance, Networks, etc. Assess customer security and network requirements to make sure the SAP security architecture framework can meet customer requirements. Conduct Technical & operational reviews (monthly) to measure the progress against defined Cloud architecture & roadmap; establish and drive resolution plans to resolve issues and problems to completion. Support the migration roadmap together with partners, System Integrators, and or SAP Professional Services. Comprehensive knowledge on S/4HANA architecture, conversion, migration path, methodology and tools. Understanding of various SAP cloud solutions and integration scenarios of SAP systems with BTP, Ariba, Successfactors etc. EDUCATION AND QUALIFICATION / SKILLS AND COMPETENCIES Bachelor's degree or higher in one of the following areas: Computer Science, Engineering, Information Management. High proficiency in customer communications and presentations is required. High proficiency in the SAP product portfolio, offerings, and industry solutions. Good understanding of SAP solutions (releases, platform interdependencies, etc.) Good understanding of operational aspects (Application or Technical) of SAP solutions in a cloud environment. Good understanding of capabilities of at least one Hyperscale Clouds (AWS; MS Azure or GCP). Willingness to undertake customer-related travel on short notice. WORK EXPERIENCE 8+ years of experience with SAP Basis administrative duties REQUIRED. 8+ years of customer-facing SAP Technical Consulting experience. 8+ years of solution design, enterprise architecture, and or SAP implementation. SAP NetWeaver, OS/DB migration, SAP HANA, TOGAF certifications are plus. Experience and certifications with IaaS Providers (AWS, MS Azure, or GCP) are an advantage. SAP HANA and S/4 HANA skills would be very helpful but not mandatory. Cloud security including Cyber Security, Encryption, and key management knowledge is preferred. #SAPECSCareers We build breakthroughs togetherSAP innovations help more than 400,000 customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. As a cloud company with 200 million users and more than 100,000 employees worldwide, we are purpose-driven and future-focused, with a highly collaborative team ethic and commitment to personal development. Whether connecting global industries, people, or platforms, we help ensure every challenge gets the solution it deserves. At SAP, we build breakthroughs, together.We win with inclusionSAP's culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone - regardless of background - feels included and can run at their best. At SAP, we believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential. We ultimately believe in unleashing all talent and creating a better and more equitable world. SAP is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to the values of Equal Employment Opportunity and provide accessibility accommodations to applicants with physical and/or mental disabilities. If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: [email protected]. For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program, according to the eligibility rules set in the SAP Referral Policy. Specific conditions may apply for roles in Vocational Training.EOE AA M/F/Vet/Disability:Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, age, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability. SAP believes the value of pay transparency contributes towards an honest and supportive culture and is a significant step toward demonstrating SAP's commitment to pay equity. SAP provides the annualized compensation range inclusive of base salary and variable incentive target for the career level applicable to the posted role. The targeted combined range for this position is $88,700 - $185,400 CAD. The actual amount to be offered to the successful candidate will be within that range, dependent upon the key aspects of each case which may include education, skills, experience, scope of the role, location, etc. as determined through the selection process. Any SAP variable incentive includes a targeted dollar amount, and any actual payout amount is dependent on company and personal performance. Please reference this link for a summary of SAP benefits and eligibility requirements: SAPNorthAmericaBenefits.com Requisition ID: 386413 | Work Area: Information Technology | Expected Travel: 0 - 20% | Career Status: Professional | Employment Type: Regular Full Time | Additional Locations: #LI-HybridRequisition ID: 386413 Posted Date: Mar 26, 2024 Work Area: Information Technology Career Status: Professional Employment Type: Regular Full Time Expected Travel: 0 - 20% Location: Vancouver, British Columbia, CA, V6B 1A9
Sustainable Mobility Consultant
WSP Canada, Toronto, ON
The Opportunity: WSP is currently seeking a Consultant to join our management consulting team. We are recruiting motivated self-starters with an interest in the transportation & infrastructure industry to join a dynamic multidisciplinary team. We seek problem solvers who combine strong analytical skills and the ability to develop innovative solutions independently and master new concepts quickly with meticulous attention to detail to deliver high quality work.As a Consultant in our Mobility Systems Advisory Group, you will be part of a team spread across Canada, working on national engagements for public and private sector clients. The candidate is responsible for supporting advisory services projects with a wide range of clients including transit agencies, municipal and provincial governments, nongovernmental organizations, international investment organizations and others. WSP's Mobility Systems Advisory Services team is organized to provide coordinated and focused support to operators, financiers and administrators of public and private transportation and fleet services.The candidate should have interest in developing a generalist or specialist understanding of sustainable mobility technologies and propulsion systems (electrification, hydrogen and GHG reduction), cost-benefit analysis and structured decision making, bus transit infrastructure, transit or other fleet operational systems, transportation service policy and strategy. You will work mainly on engagements that fall into one or more of the following service areas: strategic project development, asset management, project feasibility assessment, policy development & support, market analysis, economics analysis, alternative fuel, technical analysis and fleet technology related recommendations. Specific roles and responsibilities assigned to the successful candidates will be commensurate with experience. Multiple positions may be filled depending on the qualifications and areas of interest of successful candidates.Why choose WSP? We value and are committed to upholding a culture of inclusion and belonging Our Flexible Work Policy - we recognize the importance of balance in our lives and encourage you to prioritize the balance in yours. We will support you on and off the job so you can be fully present in both your work and home lives. A Canadian success story - we're proud to wear the red and white of this beautiful country and show the world what Canada has to offer. Enhance the world around you - from the environment to the highways, to the buildings and the terrain, WSP is the fabric of Canada. Outstanding career opportunities - we're growing and pushing ourselves every day to be greater than yesterday - we're open to your ideas and trying new things. A phenomenal collaborative culture and a workforce filled with genuinely good people who are doing humbly important work. Come find out for yourself what it's like to be a part of our journey. We offer attractive pay, flexible work options, a great corporate culture, comprehensive and employee-focused benefits including virtual healthcare and a wellness platform as well as great savings programs, and a clear vision for the future. #WeAreWSP What you can expect to do here: Support delivery of technical advisory services for transit and fleet infrastructure, as well as community electric vehicle policy and projects Support delivery of business and strategic advisory services relating to service delivery, policy, contracting, risk management, sustainability, and investment planning. Assist in development of visual and written report content Assist in the development of cost estimates Coordinate input from other engineering and advisory services disciplines as part of complex multidisciplinary projects, including managing information sharing and preparing fully integrated designs and reports Attend project meetings with clients, architects and consulting disciplines Provide proposal preparation support when required Other duties as assigned. What you'll bring to WSP: Post-Secondary education from an accredited institution in Engineering; Science, Transportation Planning, Urban Planning or other applicable post-secondary education demonstrated to be relevant to the role. Understanding of light, medium, and heavy-duty electric and hydrogen vehicles (vehicle specification, vehicle operations), their charging infrastructure, and associated regulations within Canada is an asset; Between 2 and 4 years of professional work experience; Understanding of low carbon fuels and associated regulations within Canada is an asset; Practical knowledge of transit or other mobility system operational constraints and priorities Good written and verbal communication skills in English (essential) and French (preferred); Strong analytical and quantitative skills; Ability to work and learn in a fast paced, team-based environment to meet strict deadlines Committed team player with strong organizational skills Ability to think creatively, work independently and deliver high quality work with minimal supervision; Ability to work in a team environment, synthesize problems, and communicate point of view and analytical results; Understanding of low carbon fuels and associated regulations within Canada is an asset; Proficiency with Microsoft Office suite (Advanced Excel experience preferred) Experience with data analytics programming tools such as Python, SQL, R, or others would be an asset. PowerBI experience would be an asset Experience with spatial analysis tools such as ArcGIS or QGIS would be an asset. WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments. We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future. At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits). WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. WSP is committed to the principles of employment equity. Only the candidates selected will be contacted. WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Technical Service Manager - ECS
SAP, Montreal, QC
We help the world run betterOur company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. Apply now!ABOUT THE TEAM Customer Delivery Engagement (CDE) organization is the global team within SAP Enterprise Cloud Services organization overseeing all aspects of the Customer Engagement from the point of sale throughout the entire lifecycle and providing commercial, project, and technical operations expertise. They deliver fixed-scope, proactive and outcome-based services across the entire SAP software stack to SAP's RISE customers. The CDE team combines all customer-facing roles inside ECS and presents SAP as "One Voice" through coordinated communication at all levels to our clients, internal and external stakeholders. We are dedicated to customer centricity, client intimacy and support of client lifecycle management. We create a stable foundation for our customers' IT operations and support customers on their digital transformation journey to the intelligent enterprise based on S4/HANA. With continuous access to our expertise and the broader SAP expert network, our customers can take advantage of the latest technologies to support continuous business innovation. SAP CDE helps customers accelerate their innovation adoption, delivering the flexibility to adapt to business changes, rapidly implement technologies and standardize and optimize operations of SAP centric solutions. The mission of the CDE Organization is to maximize the customer success by helping to manage complexity, ensure stable operations, mitigate risk and lowering total cost of operation, support customers on their journey to the intelligent enterprise powered by S4/HANA and releasing investment as well as customer resource capacity for innovation. THE ROLE As Technical Service Manager (TSM), we are looking for an accomplished Senior SAP Technical Consultant in delivering high-quality results consistently. As a key member of ECS, you will be contributing to SAP's Global strategy of helping customers with adoption of SAP S/4HANA on their path to the Intelligent Enterprise. Technical Service Manager (TSM) acts as a trusted technical advisor in the safeguarding and optimization of customer investments into SAP ECS. TSM owns the customer landscape and advise on critical and complex landscape changes during life cycle management. TSM will work as a team with Customer Delivery Managers (CDMs) and ECS internal service delivery to serve and delight our customers, by providing quality services throughout their entire lifecycle. This is a customer-facing role focused on Large & Strategic Customers where you will be part of the Enterprise Cloud Services delivery organization. Following are the key tasks that this role will perform: Primary contact for the customer regarding technology discussions Own the technical discussions with the customer and act as the orchestrator of experts to obtain expertise from the SAP delivery organization as required. Ownership & detailed understanding of the customer landscape managed within ECS & understand interdependencies between systems (both within ECS and beyond). Support the CDM and the TechOps teams for execution of the service delivery plan and calendar. Analyze customer technical requirements and organize / co-ordinate experts from ECS Delivery team and drive those topics to resolution to the satisfaction of the customer. Present the intricacies of the private offering, technical details, and engagement model to internal and external stakeholders. Support the customer or SAP services teams to build customer-specific cloud roadmaps that cover topics around Infrastructure Architecture, Technical Managed services, security, and integration. Guide customers on all technical aspects like Business Continuity, Security & Compliance, Networks, etc. Assess customer security and network requirements to make sure the SAP security architecture framework can meet customer requirements. Conduct Technical & operational reviews (monthly) to measure the progress against defined Cloud architecture & roadmap; establish and drive resolution plans to resolve issues and problems to completion. Support the migration roadmap together with partners, System Integrators, and or SAP Professional Services. Comprehensive knowledge on S/4HANA architecture, conversion, migration path, methodology and tools. Understanding of various SAP cloud solutions and integration scenarios of SAP systems with BTP, Ariba, Successfactors etc. EDUCATION AND QUALIFICATION / SKILLS AND COMPETENCIES Bachelor's degree or higher in one of the following areas: Computer Science, Engineering, Information Management. High proficiency in customer communications and presentations is required. High proficiency in the SAP product portfolio, offerings, and industry solutions. Good understanding of SAP solutions (releases, platform interdependencies, etc.) Good understanding of operational aspects (Application or Technical) of SAP solutions in a cloud environment. Good understanding of capabilities of at least one Hyperscale Clouds (AWS; MS Azure or GCP). Willingness to undertake customer-related travel on short notice. WORK EXPERIENCE 3+ years of experience with SAP Basis administrative duties REQUIRED. 3+ years of customer-facing SAP Technical Consulting experience. 3+ years of solution design, enterprise architecture, and or SAP implementation. SAP NetWeaver, OS/DB migration, SAP HANA, TOGAF certifications are plus. Experience and certifications with IaaS Providers (AWS, MS Azure, or GCP) are an advantage. SAP HANA and S/4 HANA skills would be very helpful but not mandatory. Cloud security including Cyber Security, Encryption, and key management knowledge is preferred. #SAPECSCareers We build breakthroughs togetherSAP innovations help more than 400,000 customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. As a cloud company with 200 million users and more than 100,000 employees worldwide, we are purpose-driven and future-focused, with a highly collaborative team ethic and commitment to personal development. Whether connecting global industries, people, or platforms, we help ensure every challenge gets the solution it deserves. At SAP, we build breakthroughs, together.We win with inclusionSAP's culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone - regardless of background - feels included and can run at their best. At SAP, we believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential. We ultimately believe in unleashing all talent and creating a better and more equitable world. SAP is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to the values of Equal Employment Opportunity and provide accessibility accommodations to applicants with physical and/or mental disabilities. If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: [email protected]. For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program, according to the eligibility rules set in the SAP Referral Policy. Specific conditions may apply for roles in Vocational Training.EOE AA M/F/Vet/Disability:Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, age, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability. SAP believes the value of pay transparency contributes towards an honest and supportive culture and is a significant step toward demonstrating SAP's commitment to pay equity. SAP provides the annualized compensation range inclusive of base salary and variable incentive target for the career level applicable to the posted role. The targeted combined range for this position is 60,400 - 136,000 CAD. The actual amount to be offered to the successful candidate will be within that range, dependent upon the key aspects of each case which may include education, skills, experience, scope of the role, location, etc. as determined through the selection process. Any SAP variable incentive includes a targeted dollar amount, and any actual payout amount is dependent on company and personal performance. Please reference this link for a summary of SAP benefits and eligibility requirements: SAPNorthAmericaBenefits.com Requisition ID: 385960 | Work Area: Information Technology | Expected Travel: 0 - 10% | Career Status: Professional | Employment Type: Regular Full Time | Additional Locations: #LI-HybridRequisition ID: 385960 Posted Date: Apr 18, 2024 Work Area: Information Technology Career Status: Professional Employment Type: Regular Full Time Expected Travel: 0 - 10% Location: Montreal, Quebec, CA, H3B 0B3
Senior Manager, Benefits, Pension & Disability
PwC, Toronto, ON
The Total Rewards & Belonging COE collaborates with key business stakeholders to design competitive yet cost-effective reward packages that align with the Firm's strategy to attract, retain and inspire our talent. One that emphasizes total wellness and belonging and adapts to employee needs and preferences to motivate talent and enhance performance in an uncertain and rapidly evolving business environment. Reporting to the Director, Total Rewards , the Senior Manager, Benefits, Pension & Disability has overall responsibility for the planning, design, and implementation of the firm's pension & savings, disability management and benefits programs. Leading a team of Managers and Senior Associates, you will manage and oversee our benefit s programs (including pension, savings, and disability) for partners and staff (including retirees), providing consultative advice to business leaders and HR b usiness p artners . T o be successful in this role, you should have an in -depth knowledge of total rewards principles, best practice s , trends, and regulations , and the ability to collaborate with diverse stakeholders and influence strategic decisions. Meaningful work you'll be a part of• Leading a team of benefits professionals, you will provide analysis, advice, plan design and governance expertise to ensure that programs support PwC's business strategies and align to the firm's total rewards policies and philosophies, including making recommendations to business leaders for program enhancements. • Monitor and e nsure compliance in all applicable government regulations and laws, including pension plan audits, and required filings. • Manage relationships with benefit service providers, external consultants and benchmarking sources including negotiating contracts and managing service level agreements. • Develop and execute strategy to communicate benefit programs including enrolment activities and implementation of enhancements to the firm's benefit programs. Direct a team of M anagers to: • Manage firm's retirement savings programs which includes support ing the Firm's Pension Committees in the facilitation of p ension c ommittee meetings, ensuring plan governance requirements are achieved, and in overseeing the preparation of actuarial valuation reports. • Manage the firm's recognition and employee engagement programs and make recommend ations on design changes that enhance the employee value proposition, improve employee engagement and retention, and support the business objectives and culture of the Firm . • Manage the Firm's disability management program which is res ponsible for overseeing the administration of short-term and long-term disability claims, providing guidance and support to HR Business Partners and partners and staff on disability policies and procedures, as well as return to work plans. • Oversee benefit and pension needs associated with future growth/acquisitions, including assessing benefit plans and transition needs, and performing due diligence around practices of targeted acquisitions. • Lead, coach, and develop a team of benefit, disability, and pension professionals , fostering a culture of belonging, encouraging collaboration and innovation. • Manage and deliver on large -scale and complex projects that support the firm's people priorities and business object ive s. Experiences and skills you'll use to solve• Proven leadership skills with a demonstrated ability to inspire and d evelop others. • Excellent project management skills , with a h igh degree of flexibility and creativity. • Strong problem-solving , analytical, and decision-making skills, including the ability to understand the financial impact of relevant decisions. • Ability to handle and synthesize complex data and scenarios and implement solutions exercising flexibility and sound judgment. • Experience and knowledge of benefits, pens ion and recognition best practices, trends, and regulations. • A digital and data mindset. • A university degree in h uman r esources, business, or a related field. • CCP , CEBS designation or RPA program completion would be an asset. • Knowledge of Canadian pension plan and tax legislation, including defined benefit and defined contribution pension plans, registered retirement savings plans and deferred profit-sharing plans. • Bilingualism (EN/FR) is an asset. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more a bout our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Bilingual Associate Investment Counsellor (AIC), Montreal
Manulife Financial Corporation, Montreal, QC
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.
Business Owner Specialist, HNW Planning Services
RBC, Vancouver, BC
Job SummaryJob DescriptionWhat is the opportunity?RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, youll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter experts. Your role as a Business Owner Specialist is to work with our advisors to deliver high value customized information and guidance on tax, estate, business succession planning and overall wealth planning to HNW and UHNW business owner clients of RBC.What will you do?Perform a thorough information gathering and discovery process to gain insight into the clients family, business circumstances, financial statements, existing trust and legal agreements, etc.Review the current situation taking into account the clients short- and long-term goals, and strategically develop strategies and solutions for the clients family and business wealth and legacy plans.Provide objective planning information and strategies to the client to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with the clients RBC Wealth Management advisor.Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning and philanthropic planning.Where appropriate, partner with other planning specialists at RBC (e.g., Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, Mid-Market Mergers & Acquisitions, etc)Develop strong internal and external referral networks of COIs (accountants, lawyers, etc)Deliver a customized memo or PowerPoint presentation summarizing strategies and discussions that may be provided by the client to their accountant or lawyer to facilitate implementation of recommendations(flexibility to meet with trusted external advisors, as required)What do you need to succeed?Must-have:University degree supported by CPA, LL.B, JD, or CBV professional designation12 years or more of related experience and significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planningKnowledge and technical proficiency related to private wealth management strategies, issues and trendsStrong interpersonal skills, flexible and empathetic, self-starter, able to work in effectively in a variety of situationsAbility to communicate complex planning information in a comprehensive and practical mannerProficiency in Mandarin and CantoneseNice to have:CPA Canada In Depth Tax completion or equivalentFEA designation or FFI GEN Certificates in Family Business Advising and Family Wealth AdvisingUS cross-border planning knowledge would be a strong 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 salary range for the above position is $80,000 - $140,000 depending on factors including but not limited to the candidates experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment.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 SkillsCash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-12Application Deadline:2024-06-01Inclusion 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.
Business Owner Specialist, HNW Planning Services
RBC, Ottawa, ON
Job SummaryJob DescriptionWhat is the opportunity?RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, youll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter experts. Your role as a Business Owner Specialist is to work with our advisors to deliver high value customized information and guidance on tax, estate, business succession planning and overall wealth planning to HNW and UHNW business owner clients of RBC.What will you do?Perform a thorough information gathering and discovery process to gain insight into the clients family, business circumstances, financial statements, existing trust and legal agreements, etc.Review the current situation taking into account the clients short- and long-term goals, and strategically develop strategies and solutions for the clients family and business wealth and legacy plans.Provide objective planning information and strategies to the client to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with the clients RBC Wealth Management advisor.Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning and philanthropic planning.Where appropriate, partner with other planning specialists at RBC (e.g., Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, Mid-Market Mergers & Acquisitions, etc)Develop strong internal and external referral networks of COIs (accountants, lawyers, etc)Deliver a customized memo or PowerPoint presentation summarizing strategies and discussions that may be provided by the client to their accountant or lawyer to facilitate implementation of recommendations(flexibility to meet with trusted external advisors, as required)What do you need to succeed?Must-have:University degree supported by CPA, LL.B, JD, or CBV professional designation12 years or more of related experience and significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planningKnowledge and technical proficiency related to private wealth management strategies, issues and trendsStrong interpersonal skills, flexible and empathetic, self-starter, able to work in effectively in a variety of situationsAbility to communicate complex planning information in a comprehensive and practical mannerNice to have:CPA Canada In Depth Tax completion or equivalentFEA designation or FFI GEN Certificates in Family Business Advising and Family Wealth AdvisingUS cross-border planning knowledge would be a strong 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 including bonuses and flexible benefits, competitive compensationLeaders 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 clientsJob SkillsCash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-09Application Deadline:2024-06-01Inclusion 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.