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Finance Administrator (Full time)
Momentum, Calgary, Alberta
Want to do work that makes a difference?Join us as we work to change lives and build a more inclusive economy. Check out our mission, vision, values, and organizational culture on our website.Momentum is an award winning and nationally recognized community economic development organization utilizing innovative approaches to poverty reduction. We use financial literacy, skills training, entrepreneurship training and microloans as tools to empower people as they exit poverty.We are an employer of choice and have been selected as one of Alberta’s Top 70 Employers. We provide competitive compensation and benefits with a great work environment. We are professional and diverse, so you’ll find a range of people and backgrounds working here: from MBAs to Social Workers and everything in between. Momentum Staff are non-judgmental and receptive in approach and reflect genuine concern, respect and commitment towards the individual, family and community. We’re serious about our work but we don’t take ourselves too seriously and love to celebrate and have fun along the way.What you’ll be doing:This position is responsible to the Finance Manager and will work in close collaboration with the Finance Team, the department Managers and the Program Facilitators and Assistants. The incumbent will assist in creating a positive, welcoming, and helpful level of contact for participants, volunteers, and staff of Momentum.Key Areas of Responsibilities:Bookkeeping as it relates to Accounts Payable, IDA’s General Finance administrative Support Primary Relationships:Finance ManagerFinance Administrator/CoordinatorProgram Managers, Facilitators and AssistantsWe’re looking for someone who: Would be excited to join Momentum’s Finance Team and continue to elevate our accounting processes.Enjoys collaborating with teams. Can effectively foster new ideas and possibilities to more effective processes. Has excellent communication and organizational skills.Demonstrates patience when supporting staff and participants.Well versed in accounting policies and keeps up to date on industry practices.Has proficiency in Excel Is a self-starter and can execute work independently and resolve issues without supervision.Major Responsibilities:BookkeepingEnsure all invoices have proper approval, correct coding and are entered into the accounting system accurately in accordance with company policy and generally accepted accounting principles. Ensure all payments are prepared in a timely and efficient manner. based on a scheduled weekly runTrack Momentum visa card in/out; reconcile visa statement with visa purchase orders; ensure all visa transactions are supported by visa purchase order; record visa transaction information and payment information correctly into the accounting system.Disburse and reconcile petty cash, coffee money and record related transactions.Generate photocopy usage report from copiers; reconcile and allocate usage to programs.Prepare month end entries and reconciliation in a timely manner.Support Finance Team with other accounting routines as required. BankingPrepare bank deposit documents for the operating account, update bank deposit spreadsheet after each deposit.Deposit cheques and cash into banks for the operating accounts and other loan program accounts on a regular basisCheck Momentum Visa transactions in RBC once a week; ensure all visa transaction supporting documents have been received and prepare payment in a timely manner to prevent over limit charges. Prepare bill payments by using RBC express.Prepare Direct Deposit for contractors and staff.IDA Program AdministrationPrepare cheques/direct deposits for IDA participants; ensure cash out amount does not exceed matching fund and the proper approval is obtained.Prepare journal entries for cash out; reconcile monthly IDA TEA database with accounting information.Collaborate with IDA facilitators to ensure accuracy and integrity of information is maintained with all IDA fund transactions.Finance AdministrationMaintain accounting filing system; ensure all folders and files have clear labels and all accounting documents have been filed accordingly. Prepare accounting folders for the new financial year.Assist Finance Manager to prepare tax receipts for the Trade and IDA program participants and other Funder reports as needed.Participate in organization related activities – monthly chores, reception cover off, etc.Participate on internal committees. Attend general staff meetings.Attend the Board/Staff retreat, staff team building retreat and other organizational events. Do your skills and experience match these requirements?Working towards accounting certification/diplomaBasic bookkeeping experience in the areas of accounts payable and bank reconciliationExperience in multi-cost center environment Knowledge of software –Great Plains Dynamics/ Word/ Power Point Proficiency in Excel Dependable, reliable, takes initiative in responding to tasks needing completion and anticipates needs or impact of actions.Personable, friendly, and poised in dealing with people.Excellent communication skills Ability to problem solve, work collaboratively with the team and ability to deliver high quality work within tight deadlines.To apply:Please forward resume with a creative covering letter:Via e-mail to: [email protected]State competition number in subject line of email.Attention: Hiring CommitteeCompetition Number: MOM0401Closing Date: Until suitable candidate is found.Applicants must state salary expectations in their cover letter.Momentum is an equal opportunity employer.  Persons from diverse groups are encouraged to apply.  We wish to thank all applicants for their interest, however, only those selected for interviews will be contacted.To see why Momentum is a great place to work and what we have to offer visit www.momentum.org. 
Assistant Manager - Mayfair Victoria
LUSH Fresh Handmade Cosmetics, Victoria, BC
Position:Assistant ManagerHours: 40 WeeklyEver wondered what it's like behind the bubbles?#lushcareersLush North America has been creating fresh and handmade cosmetics for the past 20 years- keeping our customers' bathtubs and showers a little more magical through our retail shops across Canada and the US. We are dedicated to the practices of fair trade sourcing and supporting sustainable communities as well as giving back to organizations that can make a difference through ourCharity Pot Program.We Offer: A fun and funky store atmosphere where individualism is encouraged A 50% discount off all our products to keep you smelling and feeling fresh An unconventional retail structure to support your entrepreneurial spirit The opportunity for growth as Lush loves to promote from within Assistant ManagerAs Assistant Manager, you bring Lush's Leadership Practices into all elements of your business interactions with customers, fellow staff and operations: Be Real, Be Curious, Lead Fearlessly, Adapt and Evolve, Grow Talent, and Live with Purpose.The ASM supports the Shop Manager as needed in all business areas and as delegated by their Market Leader; as second-in-command the ASM will pick up Manager duties as required to support a strong customer experience, staff experience, shop operational excellence, and exceeding sales goals.Responsibilities: Sales & Customer Experience: Customer Service: collaborate with your team on plans to exceed daily sales goals and ensure a unique and inclusive customer experience that makes every visitor feel welcome, meets their needs and makes their day. Building the Brand: educate our customers and staff on our brand values, and articulate our position on Fighting Animal Testing, Freshest Cosmetics, Ethical Buying, 100% Vegetarian, Handmade, and Naked Packaging in the shop and through community engagement and other traffic-driving initiatives. Product Passion: increase the depth of your product knowledge through constant learning and consistently make informed and product recommendations for every need Driving Sales: demonstrate strong business acumen and understanding of your metrics, budgets and reports and how to impact them through behaviors on the floor to deliver profitable results. Team Leadership: Lead Fearlessly: Be present to support your team on the sales floor, answer questions, remove obstacles, problem solve, and motivate them to meet their sales goals Grow Talent: by owning your own development, assessing your performance, seeking feedback and resources and opportunities to improve and elevate your skills, knowledge and abilities; and supporting the growth of your team through coaching and leading by example. Be Real: with your needs and feedback for your team and leaders and adaptable to the needs of the business as required Live with Purpose: engage your team at every level of your business to ensure they are inspired, motivated and building strong peer and customer relationships and are connected to the brand values Recruitment and Selection: Support the staffing of your shop with top-performing staff by working actively within your markets to network, recruit, hire and succession plan. Staff Development: collaborate with your Manager on creating and executing plans that improve staff engagement, retention, performance, and Diversity, Equity, Inclusion and Belonging practices. Operational Excellence: Policies and Procedures: Support your manager to keep your shop complaint and ensure your staff are practicing company standards for opening and closing, product integrity, respectful workplace, health and safety and daily communication. · Stock and Inventory: Support the training of your inventory team to abide by fresh standards and rotation rules and manage ordering to ensure the right products, in the right amounts are in the store at the right times within your allocated budget. Visuals and Merchandising: Identify and support the development of your team to take pride in a clean and beautiful work environment and follow the merchandising and design standards to provide a consistent customer experience and drive sales. Scheduling, Time and Attendance: ensure the right number of staff with the right skill levels are scheduled at peak times and that breaks and meals are allocated and recorded appropriately to ensure staff wellbeing and payroll accuracy. Qualifications:Required: 1-3 years managing or supervising in a retail environment Excellent listeningand communication skills Excellent analytical, critical thinking and troubleshooting skills. Excellent organization and time management skills Strong customer service, supervisory and sales skills Knowledge and interest in skincare, natural beauty and ethical business Ability to work flexible hours to meet the needs of the shop including holidays, evenings and weekends Preferred: Experience with consultation-based customer service models Ability to develop and train staff through positive coaching and feedback Proficient in excel, Microsoft suit, and adaptable to other systems as required Basic HR skills in hiring, scheduling, training, and performance management Experience in cross cultural collaboration and DEIB or social justice training Fluency in Spanish, French or other languages At Lush, we believe when we continue to foster a culture of inclusion and respect within a diverse workforce, we are doing our part in building a world where there is equal opportunity for all. We recruit from a variety of employment agencies, community groups, non-profits, and online social and job sites, and in our business practices, strive to leverage the gift that diversity brings. Lush North America unequivocally supports equal opportunity employment for all applicants regardless of religion, race, color, gender identity or expression, sexual orientation, ancestry, ability, adverse mental health, and other characteristics both defined, protected and enforced by the law under federal or provincial/state jurisdiction.
Student Research Assistant, Research and Innovation Office (RIO) & Library
Douglas College, New Westminster, BC
Position DetailsPosition Information Position Title Student Research Assistant, Research and Innovation Office (RIO) & Library Posting Number 01948SA Location New Westminster Campus Grade or Pay Level SA - Pay Level II Salary Range $18.95/hour Position Type Student Research Assistant Posting Type Internal/External Regular/Temporary Temporary Employment Type Part-Time Posting Category Student Assistants Start Date 09/05/2024 End Date Day of the Week Other Shift See Work Arrangements Work Arrangements The position is located at the New Westminster campus. Hours of work: up to a maximum of 20 hours/week. The work terms for this position are:1. Fall 2023: September 5, 2023 - December 17, 20232. Winter 2024: January 3, 2024 - April 24, 20243. Summer 2024: May 6, 2024 - August 18, 2024This position will be located in the RIO Office in NW Library. What Douglas Offers DO what you love. Be good at it. That's how Douglas College defines a great career. It's a philosophy that resonates through our classrooms, our offices and our boardrooms. It inspires our students and drives us to make Douglas College one of BC's Top Employers. We love what we do. And we're looking for passionate, motivated people to join us in making one of Canada's best colleges even better. The Role Student Research Assistant, Research and Innovation Office ( RIO ) & Library will support RIO and the Library in building faculty scholarly profiles in the Douglas College Institutional Repository. Student Research Assistant will work closely with the Scholarly Communications Librarian to help collect, describe, make accessible, and promote faculty and student research publications and scholarly works from across the College in all the academic faculties.ResponsibilitiesUnder the supervision and direction of RIO and Library faculty and staff: •Assist with collecting faculty research interests, publications, and photos for use in building faculty scholarly profiles •Follow established guidelines to create faculty scholarly profiles and build collections in the Institutional Repository •Liaise with Scholarly Communications Librarian, CO Library Supervisor-Public Services, and Library Technicians to create faculty scholar profiles •Assist with the promotion of the Institutional Repository to faculty and students, e.g. Research Days •Perform other duties as assigned To Be Successful in this Role You Will Need •Strong organizational skills and an attention to detail and accuracy •The ability to work within and follow established guidelines •Experience in administrative work •Ability to communicate and work effectively in a team-based environment •Ability to develop and maintain professional, positive relationships with Douglas College staff, faculty, and students •Ability to manage time effectively and maintain a regular schedule •A positive, outgoing attitude •Ability to manage challenges with maturity and thoughtfulness •To be responsible, professional and flexible •Familiarity with databases and web based software, Windows, MS Word, MS Excel, MS Power point •Experience with event planning and delivery is an asset Domestic students must meet ONE of the following criteria, to be eligible to work as a Student Assistant/Student Research Assistant: 1. The domestic student must be enrolled in, and maintain, a minimum of one or more (3 credit) courses at Douglas College throughout the work term; OR2. The domestic student must have been enrolled in, and maintained, a minimum of one or more (3 credit) courses at Douglas College in the term immediately preceding the work term and has indicated an intention to enroll at the college in the term immediately following the work term; OR3. The domestic student must be enrolled in, and maintain a minimum of two or more (3 credit) courses at another accredited public post-secondary institution in B.C. throughout the work term; OR4. The domestic student must have been enrolled in, and maintained, a minimum of two or more (3 credit) courses at another accredited public post-secondary institution in B.C. in the term immediately preceding the work term and has indicated an intention to enroll at the institution in the term immediately following the work term.International students must meet ONE of the following criteria, to be eligible to work as a Student Assistant/Student Research Assistant:1. The international student is enrolled in full-time studies at Douglas College, throughout the academic year; OR2. The international student, who is not a Douglas College student, but is an international student at another accredited public post-secondary institution in B.C., has a valid Study Permit that has the notation - "May accept employment on or off campus if meeting eligibility criteria as per R186 (F), (V) or (W). Must cease working if no longer meeting these criteria." Proof of enrollment in full-time studies from the other post-secondary institution is required.An original copy of a Social Insurance Number ( SIN ) and an original Study Permit are required by law before commencing work at Douglas College.Qualified Douglas College students meeting the above criteria will be given first preference over students of other qualifying institutions. Link to Full Position Profile Equity Statement Douglas College is committed to fostering a diverse, inclusive and equitable learning and working environment. In support of this journey, we welcome all people to apply, including people from groups that are experiencing inequity, including, but not limited, to Indigenous Peoples, racialized or persons of colour, persons with mental or physical disabilities, persons who identify as women, and/or persons of marginalized sexual orientations, gender identities and expressions, and persons of all faith identities, age, marital status, and parental status. Needs a Criminal Records Check No Posting Detail Information Open Date 08/01/2023 Close Date Open Until Filled Yes Special Instructions to Applicant Please include the following:- Douglas College Student ID number or indicate if you are enrolled in another accredited public post-secondary institution in B.C.- Domestic or International student status- Being eligible to work please indicate the work terms you are applying for:1. Fall 20232. Winter 20243. Summer 2024- If selected for an interview please bring one of the following:1. Proof of enrollment for work term from Douglas College OR2. Proof of enrollment for work term from another post-secondary institution OR3. Domestic students only: proof of registration for the term immediately preceding the work term and indication of intention to enroll at the college in the term immediately following the work term Quick Link for Direct Access to Posting https://www.douglascollegecareers.ca/postings/11121
Tax Manager- Asset Management, Digital House
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. What you will do An opportunity to lead large sized client engagements. Reviewing work for junior staff to ensure accuracy and completeness. Providing ongoing technical support, coaching and mentoring for the professional development of junior staff. Work with technology enabled proprietary platforms enabling operational and regulatory tax reporting tax processing for various clients related to distributions for Canadian investment funds, annual Canadian tax compliance and US reporting for Canadian investment funds (PFIC reporting). As a Tax Manager on the team you will have considerable opportunities to interact with our clients directly and form part of their extended team as you work closely with them. You will be involved with engagement planning, organizing teams to deliver on investment fund tax engagement mandates which span the investment fund's tax life cycle. What you bring to the role Minimum of four years' experience in a public accounting tax firm and/or fund industry or related. An understanding and/or interest in tax in the asset management industry. Knowledge and ability to implement processes and procedures to help create efficiencies. Proven leadership skills. Excellent verbal and written communication skills. Ability to manage conflicting demands and priorities. Ability to forecast and avoid future challenges and conflict from repeating, while keeping in mind practicalities and costs. Effective negotiation skills by identifying common ground and potential solutions that are beneficial to all parties. Excellent client service skills with the ability to understand the clients' businesses. Dedication and motivation to achieve high standards of client service and professionalism in the performance of duties. Completion or interest in enrollment in the CPA Canada In-Depth Tax Program. CPA/CA desigantion is an asset. 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 .
Junior Banking Accountant - Maintenance of Financial Records regarding Investment Funds - BNSJP00033097
S.i. Systems, Toronto, ON
Location Address: 70 University Ave (Hybrid - 2/3 Days in Office)Contract Duration: Until Sept 30th, 2024Story Behind the Need• Business group: The Bank's Fund Accounting team oversees the maintenance of financial records regarding investment funds. Working to ensure accounting records are kept for the investor/portfolio activities.Responsibilities:• Prepare Net Asset Value calculation per share on a daily basis for assigned funds• Reconcile general ledgers to subsidiary ledgers and escalate to Senior Fund Accountants/Assistant Manager for outages• Review and process transactions related to dividends, interest, corporate actions and trades instructed by traders/portfolio managers• Reconcile and review accounting holdings to custody, investment book of record and prime broker statements. Investigate and resolve any outages.• Reconcile and review accounting unitholder holdings to transfer agency report. Investigate and resolve any outages.• Reconcile and review bank statements. Investigate and resolve any outages with internal and external parties to resolve in timely manner• Review tolerance threshold breaks as outlined in the department policy and communicate any issues to Senior Fund Accountants/Assistant Manager for assistance.• Participate in problem solving sessions to identify problems and solutions• Assist in the preparation of tax distribution calculation.• Complete ad-hoc requests as assigned by the Assistant Manager.Must Have Skills:• 1-2 years of Accounting Experience• 1-2 years’ experience with Reconciliations (example: Bank statements, accounting holdings, general ledger)• 1-2 years’ experience working with General Ledger (understanding debit/credits)• 1-2 years’ experience working in an admin/office environment (Co-op/intern experience considered)Nice-To-Have Skills:• Prior Fund Accounting experience• Experience with Excel - VBA Macros and functional equationsBest vs Average: The ideal candidate would be someone with an education in finance/accounting/math and have an understanding of general accounting principals. If the candidate had prior knowledge of fund accounting it would be an asset, as well if the candidate is working towards their CPA or have taken Canadian Security courses this would be taken into consideration.Degrees or certifications:• Post secondary education in Finance/Accounting/Math is preferred Apply
Senior Associate, M&A Corporate Finance - Calgary, Vancouver
Deloitte,
Job Type:Permanent Reference code:125437 Primary Location:Vancouver, BC All Available Locations:Vancouver, BC; Calgary, AB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching Partner with clients to solve their most complex problems Be empowered to lead and have impact with clients, our communities and in the office. Are you looking for an opportunity to work with business owners and executives on M&A transaction and capital raises? Read more below about joining our group of dedicated M&A professionals!What will your typical day look like?Our team is looking for Senior Associates to play a key role on M&A and growth capital transactions. As part of your role, you will co-ordinate and perform critical aspects throughout the transaction lifecycle in a client-facing role, including: Developing an understanding of a client's business and its drivers Performing financial and valuation analysis, including detailed financial modelling Preparing transaction marketing documents, including confidential information memoranda and management presentations for investors and lenders Conducting financial, business and industry due diligence Developing pitch presentations on actionable M&A and financing opportunities Supporting internal/external business development initiatives About the teamThe Corporate Finance team is a collaborative group that creates value for clients undergoing a capital raise, merger, acquisition or divestiture. Our team is growing and we have consistently been recognized by MergerMarket as the #1 Financial Advisor in both Canadian and Global M&A deal activity (measured by deal volume). We are a group of collaborative and amazing people who value client service excellence while having fun and supporting the career growth and the development of each other. Enough about us, let's talk about youYou are someone with: Completion or progression toward a finance or accounting designation (CPA, MBA, CBV or CFA) Relevant work knowledge of corporate finance, investment banking, corporate banking, or corporate development Attention to detail and strong computer skills (Excel modeling, PowerPoint, Capital IQ) Excellent interpersonal relations and demonstrated ability to work with others effectively in teams Superior verbal and written communication skills Demonstrated analytical ability Total RewardsThe salary range for this position is $58,000 - $106,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: M&A, Corporate Finance, Finance MBA, Investment Banking, Developer, Management, Finance, Technology
Manager - Private Enterprise Core Services
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. Are you a talented and proven leader who motivates teams and provides exceptional customer service? We are looking for Managers to join our dynamic team. Our teams of professionals help our clients' manage risk so they can focus on their core business. By intimately understanding each client's business, we convert information into insights to uncover hidden opportunities to improve client efficiency and performance. KPMG Enterprise is looking for a well-rounded experienced Manager/Senior Manager to join our growing group in Winnipeg. In this role, you will work directly with clients, staff and partners to deliver non-audit assurance, accounting and tax services for private clients. The ideal candidate will have public practice experience working with private companies, strong technical accounting skills and tax knowledge. What you will do Manage and Review Compilation of Financial Statement Engagements, Review Engagements and Tax Compliance Engagements including corporate, personal, partnership and trust returns for private clients; Apply knowledge of Accounting Standards for Private Enterprises (ASPE); Accept accountability for overall engagement completion and ensure all deadlines are communicated and met both internally with staff and partners and externally with clients; Assist partners in client receivables and billings; Apply professional judgment when making non-routine decisions and seek guidance where appropriate; Identify and analyze client needs and provide comprehensive solutions and advice; Provide exceptional service to our clients and foster excellent relationships as a trusted private company business advisor; Meet with clients to review results and deliver final report; Develop a thorough understanding of firm services, businesses and industry through experiential learning; Manage and lead engagement teams effectively; Train and develop junior staff as a mentor; Act as a Performance Manager to staff. What you bring to the role Qualified CPA with experience working in a management role (minimum number of 2 years as a manager) in an Assurance and Tax environment in a public practice firm; Strong technical accounting and tax knowledge; Experience working with private companies of all sizes; Strong project management skills with a demonstrated ability to manage time and adhere to strict deadlines and budget; Superior interpersonal skills and leadership skills with a commitment to mentoring; Demonstrate ability to develop a positive rapport with clients and develop business relationships with clients to understand their needs and execute plans to meet their objectives. Keys to your success: KPMG individuals Deliver Impact | Seek Growth | Inspire Trust and understand that a diverse workforce enables us to deepen relationships and strengthen our business. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . #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 . 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 .
Manager - Private Enterprise Core Services
KPMG, Saskatoon, SK
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Are you a talented and proven leader who motivates teams and provides exceptional customer service? We are looking for Managers to join our dynamic team. Our teams of professionals help our clients' manage risk so they can focus on their core business. By intimately understanding each client's business, we convert information into insights to uncover hidden opportunities to improve client efficiency and performance. KPMG Enterprise is looking for a well-rounded experienced Manager/Senior Manager to join our growing group in Winnipeg. In this role, you will work directly with clients, staff and partners to deliver non-audit assurance, accounting and tax services for private clients. The ideal candidate will have public practice experience working with private companies, strong technical accounting skills and tax knowledge. What you will do Manage and Review Compilation of Financial Statement Engagements, Review Engagements and Tax Compliance Engagements including corporate, personal, partnership and trust returns for private clients; Apply knowledge of Accounting Standards for Private Enterprises (ASPE); Accept accountability for overall engagement completion and ensure all deadlines are communicated and met both internally with staff and partners and externally with clients; Assist partners in client receivables and billings; Apply professional judgment when making non-routine decisions and seek guidance where appropriate; Identify and analyze client needs and provide comprehensive solutions and advice; Provide exceptional service to our clients and foster excellent relationships as a trusted private company business advisor; Meet with clients to review results and deliver final report; Develop a thorough understanding of firm services, businesses and industry through experiential learning; Manage and lead engagement teams effectively; Train and develop junior staff as a mentor; Act as a Performance Manager to staff. What you bring to the role Qualified CPA with experience working in a management role (minimum number of 2 years as a manager) in an Assurance and Tax environment in a public practice firm; Strong technical accounting and tax knowledge; Experience working with private companies of all sizes; Strong project management skills with a demonstrated ability to manage time and adhere to strict deadlines and budget; Superior interpersonal skills and leadership skills with a commitment to mentoring; Demonstrate ability to develop a positive rapport with clients and develop business relationships with clients to understand their needs and execute plans to meet their objectives. 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 .
Private Banker - BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 04/21/2024Address:1250 boul Rene Levesque OuestDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures.Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.Provides superior service to an assigned portfolio of clients with the objective of becoming their trusted advisor.Leads a deal team to meet client needs when acting as the lead relationship manager.Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance and addresses any issues.Ensures high quality of information obtained to support decisions.Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.Negotiates appropriate pricing using discretion where required to build a profitable portfolio.Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.Applies financial planning skills and concepts against each client's personal and financial situation.Acts as an ambassador to enhance BMO's reputation in the market.Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.Performs sales and service support activities to meet client needs and maintain overall service levels.Develops rapport and instills confidence with the client to develop credibility and earn their trust.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.Bilingualism French and EnglishMust meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.Financial Planning accreditation IQPF required or in the process of completionWorking knowledge of Personal and Commercial credit and non-credit products.In-depth sales and client service skillsIn-depth business development skills with successful track recordExpert relationship management skills.Able to work independently, resolving complex or ambiguous issues or situations.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-depthCompétences pour la prise de décisions fondées sur les données - compétences approfondies.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. 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.
Assistant Controller
Equest, Ottawa, ON
Assists the Controller in maintaining the corporation's accounting/financial reporting functions. Supervises accounting for all transactions related to the general ledger such as receivables and payables and prepaid expenses. Oversees the company-wide reporting process and assists line managers in the financial planning process and management of financial resultsWHAT WILL YOUR NEW ROLE BEEnsuring the accuracy, completeness and timely completion of monthly financial reportingAnalyzing and summarizing financial results for senior leadershipHelping with computations and analyses to support decision-making of divisional VPsManaging and supporting members of the finance team including financial analysts, accounts payable and accounts receivableHelping with due diligence and integrating new acquisitions into the finance groupTechnical accounting analyses under International Financial Reporting Standards (IFRS)Respond to ad hoc compliance filings for property taxes, business registrations, and other state/county mandated tax filings.WHAT WE ARE LOOKING FOR3+ years of work experience in an accounting or finance environmentUndergraduate degree in business, finance, or accountingExperience managing others, formally or informallyWHAT WILL MAKE YOU STAND OUTCompletion of or working toward a professional accounting designation programExperience working at an accounting firm or software companyFamiliarity with IFRSWHAT WE OFFER3 weeks' vacation and 5 personal daysComprehensive Medical, Dental and Vision coverage from your first day of employmentEmployee stock ownership and RRSP matching programsLifestyle rewardsFlexible work options (and a pretty cool Corporate office!)And more!
Group Financial Advisor - TERM (Saskatoon, SK)
RBC, Saskatoon, SK
Job SummaryJob DescriptionWhat is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSPs, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.This is a contract, work from home position but may involve some travel to cover Saskatchewan. The successful applicant must be mobile to work at all branches in Saskatchewan as required.What will you do?Communicate with clients to learn about their needs and help them achieve their goalsProvide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needsParticipate in RBC at Work Group Advantage events and member onboardingCollaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert adviceLeverage technology to deliver on client experience and enable performance and retentionProactively take ownership of resolving and preventing clients banking problemsImplement contact and relationship building strategies, and support new client acquisition in local communityEducate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online bankingWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the clientDemonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partnersAgile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environmentDigital savviness across multiple platforms and devices (i.e. Sales platform, e-signature, mobile technologies. Comfortable navigating with and for clientsNice-to-haveFluency in a second languageActive in the local community, developing a solid network in the local communityFamiliarity with Group Advantage value propositionWhats 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.Competitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityJob SkillsClient Centricity, Communication, Critical Thinking, CuriosityAdditional Job DetailsAddress:3118 CLARENCE AVE S:SASKATOONCity:SASKATOONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Contract (Fixed Term)Pay Type:SalariedPosted Date:2024-04-02Application Deadline:2024-05-03Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Executive Assistant, Tax
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Client Administration function is a vital part of the firm's Business Enablement Services and is focused on achieving client service excellence by delivering timely, high quality products, and encouraging an environment that increases both the staff and client experience. KPMG is looking for an Executive Assistant who can provide support on a range of activities to ensure a high-quality product. What you will do Professionally interacts with clients as directed. Action client communications and responds in a timely fashion. Independently action routine enquiries and escalate complex client enquiries to appropriate parties based on knowledge of practice, structure and work processes Monitors Partner's email inbox. Flags and prioritizes emails based on urgency and subject matter at the discretion of the Partner Proactively manage the Partner's calendar, including coordinating schedules for company-related business as well as external boards and other associations, while anticipating and resolving scheduling needs and roadblocks before they arise. Onboard new Clients and update existing Client entities in internal database Take responsibility for Partners' contact management Work internal marketing team for specific client proposals, RFP, email distribution, client event communications to support the proposal process Coordinate and manage the Risk Management workflows/approvals required during the client/engagement acceptance process on behalf of the Engagement Team Creates, proofreads and distributes various communications on behalf of the Partners Handles routine communications on behalf of Partners and reports on actions taken Coordinate scheduling for internal and external client meetings, leadership meetings, and events via Teams and/or in person including logistics, securing meeting space, catering, invitations and RSVPs. Compile, transcribe, and distribute minutes of meetings when required and follows up on action items following the meeting Handles domestic and internal travel arrangements and reservations as required, including business visas and other explanation, clarification, and diplomacy. Book hotel accommodations, car rentals/services, restaurant reservations as may be required Completes, reconciles, and ensures timely submission of time and expense reports for the Partner Assists with onboarding and offboarding activities for new full time and contract staff. Work closely with Human Resources and ITSC to arrange hardware/software resources required prior to the individuals start date Manage space and office/workstation assignments for the group Initiate and code invoices for external vendors (Coupa) Develop and maintain a strong relationship with the Partners in order to anticipate needs and provide timely, proactive support and regular updates Responsible for oversight, supervision and support of the administrative team, including performance management, training and processes implementation What you bring to the role College diploma or an equivalent combination of education/experience in administrative assistant skill set Minimum 5 years administration experience Good judgment and analytical skills Excellent written and communication skills Superior organization skills Strong interpersonal and relationship management skills. The ability to work as part of the wider team, as well as individually Ability to exercise judgement, diplomacy and tact, and display business and political acumen in dealing with varied day-to-day challenges Client-first mentality. Ability to provide a high-quality client experience with timely and professional responses Effective multi-tasking in a high-pressure environment, with the foresight to plan ahead, anticipate changes, evaluate, interpret, use sound judgment and respond in a proactive manner Ability to work under a high degree of independence with minimal supervision Excellent attention to detail - has thorough approach to ensure that all details are managed and documented Strong critical thinking, judgement and analytical ability Ability to anticipate and proactively handle situations Advanced skills with MS Office Products, in particular, Microsoft Word, Outlook, Excel, and PowerPoint Ability to withhold sensitive and confidential information Ability to adapt and respond to a changing environment using creativity and innovation Ability to quickly prioritize and resolve critical issues as they arise with urgency Team player with a solution/service oriented and "can-do" attitude Leadership and team management skills Ability to instill positivity within a team and keep them motivated 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 .
Portfolio Assistant - BMO Private Wealth
BMO Financial Group, Montreal, QC
Application Deadline: 05/03/2024 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service ***Support and administrative role*** Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Contribute to the teams business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives). Expands the business growth potential of the team through telemarketing and outbound calls. Coordinates marketing activities and sales material to support client / prospect conversations. Provides knowledge detailed information about products and services offered. Determines appropriate communication/service regarding all aspects of investing. Independently resolves client complaints in a timely and effective manner; escalates as required. Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. Maintain the schedule / calendar to coordinate customer meetings and office coverage. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Organizes work information to ensure accuracy and completeness. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run branch. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Bilingualism French and English. Advanced knowledge of investment process and procedures. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team. Relevant investment industry licensing for the designated jurisdiction / portfolio. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37 500,00 - $69 500,00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Education Assistant - Corpus Christi Elementary
Catholic Independent Schools of Vancouver Archdiocese, Vancouver, CA_BC
WHY WORK WITH THE CISVA- Work in a faith-based and culturally diverse school environment- Competitive salary and excellent Benefits Package, including CPP, Extended Medical, Dental- Schools located throughout the Greater Vancouver Area and Powell River, close to the beauty and adventure that British Columbia has to offer- If you live outside of the Greater Vancouver Area, learn more about claiming moving expenses on your next tax return on the Government of Canada website. ABOUTCorpus Christi Elementary School is a fun and joyful faith community centered on Jesus Christ in the Holy Eucharist. We integrate our shared Catholic faith in our daily lives, through the celebration of the Mass, prayer, and liturgical celebrations. Together with the support of parents and our parish community, our educators and support staff are committed to providing a Catholic learning environment where children may grow as unique individuals and develop spiritually, physically, intellectually, and socially to become caring members of society. At Corpus Christi, we have many extra-curricular programs and local outreach opportunities for our staff and students to get involved with. Our school is in growing city of Vancouver, only a short commute to the downtown core and near some of the city's best beaches, parks, restaurants, and shops. Popular attractions in Vancouver include Main Street, Gastown, Olympic Village, Granville Island, Yaletown, Kitsilano Beach, and English Bay. Learn more about Corpus Christi Elementary here: www.corpuschristi-school.ca  JOB DESCRIPTIONCorpus Christi School is seeking full-time educational assistants, effective September 1, 2024. Candidates will be capable of working collaboratively with students, parents, and colleagues. The successful applicant will bring creativity and enthusiasm to the job and be willing to work in a variety of settings, and with a variety of students with varying special needs.Roles and Responsibilities:- Work under the supervision of a certified teacher- Support students to maximize participation and learning in an inclusive environment- Assist teachers in designing and implementing individualized or group behavioural and learning support- Assist in the collection of data, including observations and recording of academic and behavioural performance- Interact with students in a professional and effective manner- Participate in IEP/School-Based Team meetings as requiredPlease submit your cover letter and resume to Rosa Natola, Principal at [email protected] Only those shortlisted will be contacted.  APPLICATION PROCESS1. Create your Make a Future profile2. Complete and add all required application documents to your profile (see below)3. Complete all profile sections, including: Provincial Certificates, Qualifications, Education, Experience, and Questions4. Apply to this job postingREQUIRED APPLICATION DOCUMENTS- Cover Letter- Resume- Certificate/Diploma  - Criminal Record Check (if you are outside of BC)- Proof of Eligibility to Work in Canada (Canadian Birth Certificate, Canadian Citizenship Card, Permanent Residence, etc.)- Catholic Marriage Certificate (if applicable)- Catholic Pastoral Reference (for Catholic applicants) or Non-Catholic Pastoral Reference (for Non-Catholic applicants)DOWNLOAD FORMS- Catholic Pastoral Reference (for Catholic applicants)- Non-Catholic Pastoral Reference (for Non-Catholic applicants)***For the Catholic Pastoral Reference (for Catholic Applicants) and Non-Catholic Pastoral Reference you must download the appropriate form, provide to your Pastor for signing, and have them submit directly to [email protected] WE AREThe Catholic Independent Schools of the Vancouver Archdiocese (the CISVA) operates 46 schools – 40 elementary and 6 high schools. Our schools are located throughout the Greater Vancouver Area, near the best sites and attractions that Vancouver and British Columbia has to offer. Our footprint extends over 250 kilometers from Powell River in the west to Chilliwack in the east.We are a culturally diverse faith-based family. We offer more than a place of work – we provide a call to your teaching vocation where you can work and live your faith in a supportive community. We are a vibrant school system with many school and program expansion projects in the future. We offer spiritual and professional growth and mentorship opportunities for new teachers to help them with their transition into the CISVA.
Portfolio Assistant - BMO Private Wealth
BMO Financial Group, Montreal, QC
Application Deadline: 05/03/2024 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Contribute to the teams business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives). Expands the business growth potential of the team through telemarketing and outbound calls. Coordinates marketing activities and sales material to support client / prospect conversations. Provides knowledge detailed information about products and services offered. Determines appropriate communication/service regarding all aspects of investing. Independently resolves client complaints in a timely and effective manner; escalates as required. Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. Maintain the schedule / calendar to coordinate customer meetings and office coverage. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Organizes work information to ensure accuracy and completeness. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run branch. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Bilingualism French and English. Advanced knowledge of investment process and procedures. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team. Relevant investment industry licensing for the designated jurisdiction / portfolio. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37 500,00 - $69 500,00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Assistant Manager - Small Business Implementations
Manulife Financial Corporation, Waterloo, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe role of the Assistant Manager, Small Business Implementations is to lead, coordinate and facilitate the implementation of all small business into the Group Benefits portfolio. The ASM will be accountable for managing the day-to-day operations of the SBIS team, including mentoring, developing, performance and support for the Small Business Implementation Specialists. In addition, the ASM will support the Director of Implementations in ensuring continued work with our stakeholders within Operations to remove impediments within the business and continually enhance the Plan Sponsor and Advisor onboarding experience. The ASM will be expected to provide input into the development of the overall GB Service Model and any other Underwriting projects assigned. Key Accountabilities Implementation (25%)Presale support (as required)- respond to RFPs, develop timelines and implementation strategiesMonitor the effectiveness and productivity of the team; implement corrective actions as required. This includes facilitation of regular implementation checkpoints with Director of Implementations to communicate status of all projects Contribute to the ongoing improvement of processes and adoption of standard methodologies leading to continuous improvement in service quality (with focus on LEAN methodology)Leadership (50%)Key accountabilities with the support of the Director of Implementations;Attract, develop, engage, inspire and retain key talent in a dynamic, fast-paced, competitive, ever-changing environment where customers are at the center of everything we doLead a team of project management professionalsSet clear goals and objectives with the support of the Director of Implementations and effectively manage performance to those goals and objectivesEncourage personal learning and development; empower individuals to take charge of their own careersEncourage talent movement across the organization; build teams with complementing skills and diverse perspectivesCreate and sustain employee engagement with a focus on supporting the enhancement of our tools and documentationCase Management (25%)Sound risk management decisions (eg. product design exception requests and expense management), including limiting exposure to high-risk plan designsEnsure all contracts and agreements owned by Underwriting are in good order, signed off in a timely manner by the Plan Sponsor and filed using the standard convention, including acknowledgement of high-risk plan designs where applicableEnsure and support timely reporting of potential operational lossesWhat are we looking for: University degree in any discipline or equivalent work experience.In-depth knowledge of Group Benefits, administrative practices and admin systems, is required2 years’ experience in coaching, mentoring, technical training, and/or developing people for career growth. Excellent communication skills in both French and English, would be an asset.Resource management and leadership skills with ability to manage fluctuating workloads and priorities An independent thinker who will initiate change to improve the status quo. Someone who observes and identifies trends and recommends solutions to ongoing, chronic or emerging issues.Excellent negotiation, influencing, decision-making and client interaction skillsWell-developed relationship building and relationship management skillsExcellent change management skills and ability to lead change within the teamExcellent oral and written communication skillsExcellent customer service skillsWhat can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to you Values-first culture -We lead with our Values every day and bring them to life together. Boundless opportunity -We create opportunities to learn and grow at every stage of your career. Continuous innovation -We invite you to help redefine the future of financial services. Delivering the promise of Diversity, Equity and Inclusion -We foster an inclusive workplace where everyone thrives. Championing Corporate Citizenship -We build a business that benefits all stakeholders and has a positive social and environmental impact. About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationWaterloo, OntarioSalary range is expected to be between$67,275.00 CAD - $112,125.00 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.
Tax Manager- Asset Management, Digital House
KPMG Canada, 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. What you will doAn opportunity to lead large sized client engagements.Reviewing work for junior staff to ensure accuracy and completeness.Providing ongoing technical support, coaching and mentoring for the professional development of junior staff.Work with technology enabled proprietary platforms enabling operational and regulatory tax reporting tax processing for various clients related to distributions for Canadian investment funds, annual Canadian tax compliance and US reporting for Canadian investment funds (PFIC reporting).As a Tax Manager on the team you will have considerable opportunities to interact with our clients directly and form part of their extended team as you work closely with them.You will be involved with engagement planning, organizing teams to deliver on investment fund tax engagement mandates which span the investment fund’s tax life cycle. What you bring to the roleMinimum of four years’ experience in a public accounting tax firm and/or fund industry or related.An understanding and/or interest in tax in the asset management industry.Knowledge and ability to implement processes and procedures to help create efficiencies.Proven leadership skills.Excellent verbal and written communication skills.Ability to manage conflicting demands and priorities.Ability to forecast and avoid future challenges and conflict from repeating, while keeping in mind practicalities and costs.Effective negotiation skills by identifying common ground and potential solutions that are beneficial to all parties.Excellent client service skills with the ability to understand the clients' businesses.Dedication and motivation to achieve high standards of client service and professionalism in the performance of duties.Completion or interest in enrollment in the CPA Canada In-Depth Tax Program.CPA/CA desigantion is an asset. 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 process At 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. 
Vice-President Research and Innovation
University of Guelph, Guelph, ON
Faculty Positions Position Title / Rank: Vice-President, Research and Innovation Office of Research Date Posted: December 20, 2023 Please reference AD#23-70 Position Description: With gratitude, the University of Guelph recognizes that its campuses are located on the lands of the Dish with One Spoon Wampum and the traditional lands of the Hodinöhsö:ni’, Anishinaabeg and Huron Wendat, and offers respect to the Mississaugas of the Credit, Six Nations of the Grand River, the Delaware Nation at Moraviantown and the diverse communities of First Nations, Inuit and Métis peoples who reside on these lands. The University of Guelph also recognizes that its educational and research enterprises occur on Indigenous lands across Turtle Island and Mother Earth and endeavours to ensure that its activities honour and respect Indigenous peoples and their lands. Are you a forward thinking research leader? Do you want to join a vibrant university community in one of Canada's most liveable cities? The University of Guelph is a research powerhouse with incredible capacity for interdisciplinary research in solving the world’s big problems. The genius of the University of Guelph lies in their strength in both basic and translational research. Applications, nominations, and expressions of interest for the position of Vice-President, Research and Innovation (VPRI) are invited, with the appointment to be effective summer 2024. This is an exciting opportunity to lead the next phase of research, innovation, and community engagement activities of a university that continues to Improve Life. Reporting to the President and Vice-Chancellor as a collaborative member of the executive team leading the University, the Vice-President, Research and Innovation is the internal and external advocate for research and innovation, providing leadership and vision in shaping strategic priorities, and advancing areas of opportunity to further accelerate growth for greater global impact. Within the University, the VPRI promotes the research mission, communicates and celebrates achievements, enhances multidisciplinary activities and collaborations, and fosters an equitable, diverse, and inclusive environment that allows research excellence and innovation to flourish. Externally, the VPRI advances knowledge translation by working effectively with businesses, communities, and governments, while showcasing the accomplishments of the University’s research community and advancing partnerships, initiatives, and funding on a local, provincial, national, and international level. The VPRI also has an important role in building industry relationships and furthering the University’s advancement efforts. Candidates for Vice-President, Research and Innovation will be accomplished scholars, exemplary leaders, and collaborative teambuilders with proven records of having supported a thriving research enterprise in a complex research environment. With an open, transparent, respectful, team-focused, and collegial approach to leadership, communication, and interpersonal relationships, the new VPRI will champion equity, diversity, and inclusion, and empower the Office of Research to support its people, partnerships, and community. Able to develop and promote multidisciplinary and transdisciplinary research initiatives, the new VPRI will excel in obtaining internal and external support for research, connecting and translating research impacts to the community, and engaging with a variety of internal and external stakeholders and partners. The new VPRI will be an innovative problem solver with a sophisticated understanding of the relationships among research, knowledge translation and mobilization, innovation, and commercialization. The University of Guelph has achieved prominence in Canada and around the world for its commitment to developing exceptional thinkers and engaged citizens. The University continues to play an integral role in the educational, business, and cultural life of Ontario, through its research, innovation, leading edge interdisciplinary and experiential education in the physical and life sciences, arts, business, social sciences, engineering, and agricultural and veterinary sciences. Dedicated to cultivating the essentials for our quality of life - water, food, environment, animal and human health, community, commerce, social justice, culture, and learning, the University of Guelph community of nearly 30,000 students and over 5,000 faculty and staff share a focus on collegiality, a profound sense of social responsibility, an obligation to address local and global issues, and a concern for sustainable development. Research at Guelph reflects the University’s strategic research framework themes: catalyzing discovery and change, connecting communities, inspiring learning and inquiry, stewarding valued resources, and nurturing a distinctive university culture. The Office of Research oversees a $187 million research enterprise across seven colleges, the Ridgetown regional campus, 14 research centres, and the University of Guelph/Ontario Ministry of Agriculture, Food and Rural Affairs Agreement. With collaborations in 77 nations and the greatest number of invention disclosures per faculty member in Canada, the University of Guelph is a leader in the creation and dissemination of knowledge with impact. Further information about the University and its research may be found at www.uoguelph.ca. All qualified applicants are encouraged to apply; however, Canadians and permanent residents will be given priority. The University of Guelph and Laverne Smith & Associates will provide support in the recruitment processes to applicants with disabilities, including accommodation that takes into account an applicant’s accessibility needs. The University recognizes that applicants may have had obligations outside of work that have negatively impacted their record of achievements (e.g., parental, elder care, and/or medical). You are not required to disclose these obligations in the hiring process. If you choose to do so, the University will ensure that these obligations do not negatively impact the assessment of your qualifications for the position. At the University of Guelph, fostering a culture of inclusion is an institutional imperative. Acknowledging the University’s diverse population and ensuring that every member of an inclusive campus is a valued contributor is a foundational pillar of success. The University invites and encourages applications from all qualified individuals, including from groups that are traditionally underrepresented in employment, who may contribute to further diversification of our Institution. The consultants will begin review of candidates immediately, with committee consideration later in the new year, and will continue until the role is filled. Applications should include a letter of interest, curriculum vitae, and the names of three references (who will not be contacted without the consent of the candidate), and should be submitted in confidence to the University’s executive search consultants: Laverne Smith & Associates Inc. Email: [email protected]