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Overview of salaries statistics of the profession "Fund Accountant in Canada"

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Overview of salaries statistics of the profession "Fund Accountant in Canada"

10 050 $ Average monthly salary

Average salary in the last 12 months: "Fund Accountant in Canada"

Currency: CAD USD Year: 2024
The bar chart shows the change in the level of average salary of the profession Fund Accountant in Canada.

Distribution of vacancy "Fund Accountant" by regions Canada

Currency: CAD
As you can see on the diagramm in Canada the most numerous number of vacancies of Fund Accountant Job are opened in . In the second place is Quebec, In the third is British Columbia.

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Implement investigative plans concerning sensitive litigation cases and objectively analyze complex financial issues. Document review Assist with interviewing. Prepare and assist in examinations Leverage data analytics tools and techniques. Review or produce financial reports as an independent expert. Plan and supervise the drafting of reports for mandates and take part in producing deliverables. File organization and administration. Participate in marketing and business development activities. Maintain sustained, stable and enduring relations with clients and act as a business partner. Solicit opportunities and present the portfolio of KPMG services in a variety of forums. Share in the administrative tasks related to the operation of KPMG Forensic. Act as a recognized resource person for all complex issues relating to your area of expertise, in conjunction with the Senior Manager. Ensure the quality of reports and deliverables and see that the firm's quality standards are applied. Advise clients about complex business issues. Be able to integrate different expertise to meet client needs. Supervise and coordinate a team's work as needed according to the circumstances. What you bring to the role Ability to obtain Government of Canada Security Clearance. Bachelor of Business Administration or similar. Chartered Professional Accountant (CPA) designation required (or successful completion of Common Final Exam (CFE). Specialization in Forensic Accounting, with an additional professional designation, such as CBV, CFA, CFE or CFF. 2-3 years of professional experience in an accounting and/or auditing role. Minimum of two years' experience in Forensic Accounting and/or Business Valuation. Excellent communication skills (written and verbal) including the ability to prepare and make presentations, conduct interviews and lead workshops for clients Relationship development and management skills, with the ability to interact, establish credibility and build trust among a wide range of professionals at all levels. Enjoy working as a team and be ready to do engagements in other areas of advisory services when needed. Excellent troubleshooting skills and analytical ability. Rapid adaptability in a changing environment and in projects that are constantly evolving. Excellent research and analytical skills, with the ability to identify and define problems in a clear and articulate manner and develop creative solutions to meet client needs. Experience in some of the following software would be considered an asset: MS Access, Alteryx, SQL, ACL / Galvanize / IDEA, Tableau / Power BI, Python, R, and SAS. Highly driven, autonomous, resilient and team player with a strong work ethic and proven ability to work in a team collaborative environment and Being proactive in determining priorities and managing multiple deadlines Work experience in a fast-paced project environment, with tight deadlines and varying working hours. 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 .
Finance manager
Fed Finance, Montreal, QC
Founded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions. Our consultants are finance experts and speak your language. We select the best candidates for temporary and permanent positions. We are committed to working with you throughout your job search and beyond!Client dans le secteur de la santé Hello, I am Charlotte, Recruitment and Business Development Advisor at Fed Finance, a recruitment firm specializing in recruitment for finance, accounting and payroll professions. I work on two types of recruitment: temporary and permanent in the Greater Montreal region. Our team, experts in finance, speak your language and operate in your world. I am looking for a finance manager, for my client in Montreal. This is a permanent position. Your responsibilities will be: - Manage all accounting and financial operations; - Account for insurance, reinsurance and investment transactions, prepare the end-of-period adjustments; - Carry out routine accounting operations; - Analyze and prepare quarterly financial statements, estimate year-end results and explain budget variances; - Develop annual budgets and ensure their monitoring; - Develop, implement and monitor processes and various policies management and internal control; - Ensure the quality and efficient access of financial information; - Prepare the information necessary for the appointed actuary for the preparation of the various statutory reports; - Produce the various financial (or other) reports required by the Financial Markets Authority; - Prepare the audit file and collaborate with the auditors; - Manage cash flow in accordance with policies; - Prepare quarterly information for reinsurers, monitor amounts to be recovered from them and prepare the file for the renewal of treaties; - Supervise investments made on behalf of the organization; - Maintain constant monitoring of the evolution of professional practices in the sector of insurance and ensure monitoring of the best applicable accounting practices. - Participate in the management of IT subscription and accounting projects; - Periodically review agreements relating to overhead costs with suppliers external and coordinate their application; - Ensure control of inventories and equipment and purchase supplies according to approved budgets; - Participate in various committees or working groups;- BAC in accounting or business administration; - CPA; - Knowledge of IFRS 4, IFRS 9 and IFRS 17; - Knowledge of of the MS Office suite, more specifically Excel and the software accountant MS GP Dynamics; - Excellent command of French in verbal and written communications; - Good knowledge of English in verbal and written communications; - Knowledge of professional orders and insurance funds (an asset)
Senior Consultant, Forensics
KPMG Canada, Calgary, AB
OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG Forensic continues to grow and is interested in hiring a Senior Consultant to join its Calgary practice. This position would appeal to a CPA with approximately 2- 3 years of professional experience, who is interested in a career in the forensic and investigative accounting field. This highly specialized group will give you a unique opportunity to be exposed to a fast-paced specialization that will allow you to combine your accounting and/or audit knowledge with your forensic and investigative skills and leverage data analytic tools and techniques. The variety of assignments will provide you with the opportunity to gain exposure to a many interesting and challenging situations. As KPMG is committed to capability development and continuous learning, this role provides an exceptional opportunity for both formal and hands-on training. You will assist in investigations, quantification of damages, fraud risk management, litigation support, data analytics support, insurance claims quantification and similar assignments in both the public and private sector with a focus on learning the required skills and knowledge to progress in this dynamic and growing specialization. What you will doLead or assist in forensic accounting mandates such as financial fraud investigations, fraud prevention, forensic examinations, calculating and analyzing claims for financial losses, providing advisory services, preparing financial data, and tracking funds and accounts.Analyze financial data, examine documents, carry out in-depth research and conduct forensic accounting engagements concerning, for instance, contractual disputes, asset misappropriations and conflicts of interest.Implement investigative plans concerning sensitive litigation cases and objectively analyze complex financial issues.Document reviewAssist with interviewing.Prepare and assist in examinationsLeverage data analytics tools and techniques.Review or produce financial reports as an independent expert.Plan and supervise the drafting of reports for mandates and take part in producing deliverables.File organization and administration.Participate in marketing and business development activities.Maintain sustained, stable and enduring relations with clients and act as a business partner.Solicit opportunities and present the portfolio of KPMG services in a variety of forums.Share in the administrative tasks related to the operation of KPMG Forensic.Act as a recognized resource person for all complex issues relating to your area of expertise, in conjunction with the Senior Manager.Ensure the quality of reports and deliverables and see that the firm’s quality standards are applied.Advise clients about complex business issues.Be able to integrate different expertise to meet client needs.Supervise and coordinate a team’s work as needed according to the circumstances. What you bring to the roleAbility to obtain Government of Canada Security Clearance.Bachelor of Business Administration or similar. Chartered Professional Accountant (CPA) designation required (or successful completion of Common Final Exam (CFE).Specialization in Forensic Accounting, with an additional professional designation, such as CBV, CFA, CFE or CFF.2-3 years of professional experience in an accounting and/or auditing role.Minimum of two years’ experience in Forensic Accounting and/or Business Valuation.Excellent communication skills (written and verbal) including the ability to prepare and make presentations, conduct interviews and lead workshops for clientsRelationship development and management skills, with the ability to interact, establish credibility and build trust among a wide range of professionals at all levels.Enjoy working as a team and be ready to do engagements in other areas of advisory services when needed.Excellent troubleshooting skills and analytical ability. Rapid adaptability in a changing environment and in projects that are constantly evolving.Excellent research and analytical skills, with the ability to identify and define problems in a clear and articulate manner and develop creative solutions to meet client needs.Experience in some of the following software would be considered an asset: MS Access, Alteryx, SQL, ACL / Galvanize / IDEA, Tableau / Power BI, Python, R, and SAS.Highly driven, autonomous, resilient and team player with a strong work ethic and proven ability to work in a team collaborative environment and Being proactive in determining priorities and managing multiple deadlinesWork experience in a fast-paced project environment, with tight deadlines and varying working hours.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. 
11798 - Manager, Investments
University of Waterloo, Waterloo, ON
Manager, Investments Requisition ID 2024-11798 Department Finance Employment Type Permanent Time Type Full-Time Hiring Range $90,849 - $113,561 Job Category Finance Job Location : Location CA-ON-Waterloo Overview The Manager, Investments is responsible for administrative management and reporting activities related to the University’s investments, including mandates related to the University’s registered pension plan, endowment, trust funds and expendable funds. The Manager is required to implement, monitor and report on items related to the general administration of the investment mandates and the University’s responsible investment activities, as defined through University policies. The Manager will also work closely with Treasury staff to maximize available returns on cash reserves and cash-equivalent investments, while maintaining sufficient liquidity to meet the University’s operating needs and adhering to institutional risk tolerances. Responsibilities Investment AdministrationPrimary day-to-day contact for investment service providers, including investment managers, brokers, performance measurement, and custodial servicesManage and maintain accounts with investment services providers, including signing authorities, reporting access, and Know Your Client/compliance submissionsMonitor and report on investment performance to Finance Senior Team and in support of reporting to Board subcommitteesReview investment portfolios and ensure compliance with University investment policies and risk tolerancesReview and recommend updates to investment policies, guidance and proceduresCoordinate investment actions, based on Board subcommittee and investment signing authority approvalsComplete initial reviews of investment contracts and/or contract amendments, highlighting issues/concerns and making recommendations to the Director, TreasuryManage the preparation of financial statements for the University’s registered pension plan, and act as the primary contact for the annual pension auditProvide recommendations to the Director, Treasury for expendable fund investmentsMaintain cash flow and investment income analysis related to various investment mandatesManage monthly and year-end investment processes, workbooks, accounting entries and related auditor requests Responsible InvestingMaintain an action plan for the University’s responsible investment activities, compliant with Board subcommittee work plans and University policiesMeasure and report on carbon metrics within University investment portfolios, and track against University objectives and commitmentsEngage with consultants, investment managers, businesses and collaboration groups, as necessary, to communicate the University’s commitment to, and positions on, responsible investingManage the preparation and submission of annual reporting, in line with the University’s membership in the UN Principles for Responsible InvestmentWork to develop an annual responsible investment report with the intent for public consumptionEndowmentsWork with the Director, Treasury to set annual expendable rate for the University endowment programAnalyze endowment investments to project annual revenues and cash flows, and make recommendations to Senior Finance Team where required to ensure endowment objectives are metWork with the Office of Advancement to ensure appropriate reporting to University endowment donorsManage year-end endowment accounting processes and workbooks, and facilitate related auditor requests OtherServe on or act as a resource to committees and working groups, as requiredParticipate in and support other department projects, as requiredProvide backup to other Finance functions, as requiredDevelop productive, collaborative working relationships with colleaguesContribute to a culture of continuous improvement in terms of efficiencies and leveraging financial systems capabilities and new technologies Qualifications University undergraduate degree preferably in Accounting, Business or FinanceChartered Professional Accountant (CPA) designation from CPA CanadaChartered Financial Analyst (CFA) would be an assetMinimum 5 years’ experience in an accounting/finance/investment-related environmentMinimum 3 years of experience managing/coaching staff and/or providing administrative leadershipDemonstrated experience in financial and investment analysis/reportingPrevious experience with a significant financial system/ERP preferredExperience in higher education, public sector, or other not-for-profit environment preferredDirect experience in working with financial services providers preferredGeneral knowledge of capital markets and impacting market forcesDemonstrated ability to communicate and collaborate effectively with individuals at all levels of an organizationSuperior ability to communicate technical and financial information and concepts to a broad range of stakeholdersDemonstrated ability to work in cross functional teams and strong skills in building and maintaining constructive relationshipsExcellent interpersonal and communication skills including verbal, listening, written and presentation skillsConceptual thinker with strategic planning skills and initiativeDemonstrated leadership and mentoring skillsSolid analytical ability, judgment and creative thinking skills to solve complex issues including brokering and facilitating effective solutionsDemonstrated ability to prioritize and manage concurrent deadlines accurately and efficientlyExceptional attention to detail and time management skillsUnderstanding of generally accepted accounting principles and their application to not-for profit organizationsWorks independently with a strong work ethicStrong computer skills including advanced Microsoft tools (i.e. Excel, Teams, and SharePoint) Equity Statement The University of Waterloo acknowledges that much of our work takes place on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee peoples. Our main campus is situated on the Haldimand Tract, the land granted to the Six Nations that includes six miles on each side of the Grand River. Our active work toward reconciliation takes place across our campuses through research, learning, teaching, and community building, and is co-ordinated within the Office of Indigenous Relations. The University values the diverse and intersectional identities of its students, faculty, and staff. The University regards equity and diversity as an integral part of academic excellence and is committed to accessibility for all employees. The University of Waterloo seeks applicants who embrace our values of equity, anti-racism and inclusion. As such, we encourage applications from candidates who have been historically disadvantaged and marginalized, including applicants who identify as First Nations, Métis and/or Inuk (Inuit), Black, racialized, a person with a disability, women and/or 2SLGBTQ+. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority. The University of Waterloo is committed to accessibility for persons with disabilities. If you have any application, interview, or workplace accommodation requests, please contact Human Resources at [email protected] or 519-888-4567, ext. 45935. Options Apply for this job onlineApplyShareEmail this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQsSoftware Powered by iCIMSwww.icims.com
Vice President & Director Investment Funds Tax - TD Asset Management
TD, Toronto, ON
Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:TD Asset Management Inc. ("TDAM"), a member of TD Bank Group, is a North American investment management firm. TDAM offers investment solutions to corporations, pension funds, endowments, foundations and individual investors. Additionally, TDAM manages assets on behalf of almost 2 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, professionally managed portfolios and alternative investments (including real estate, infrastructure and private debt). Asset management businesses at TD manages $410 billion in assets (as of December 31, 2023).The Investment Funds Tax team is responsible for all tax matters including tax compliance, research, advocacy and issue resolution. Position Summary: The Vice President & Director leads the Investment Funds Tax team and is a subject matter expert. There are more than 260 funds including mutual funds, pooled funds, segregated funds, limited partnerships, exchange traded funds and a mutual fund corporation administered by a third-party administrator. This position manages 1 direct report and reports to the Associate Vice President, TDBG. The Key Responsibilities / Duties:Provides expertise to the firm/bank and colleagues on all technical tax matters for investment funds. This may include tax matters related to product structuring globally, use of complex financial instruments, acquisition and disposition of investments (including providing input and guidance on transactions in the alternative investment portfolios) and implementation of complex investment strategies.Oversight of the fund administrator in their preparation of the distribution calculations and certain tax returns. Reviews the tax treatment of complex transactions and ensures proper entries and elections were made. Primary contact for the external tax advisors. Allocates work, oversees and monitors their performance. Mitigates tax risks.Responsible for tax research, analysis and implementation of required tax planning and compliance matters for investment funds operating in multiple jurisdictions globally. This may include leading tax related projects that would enable efficient and effective tax compliance. Collaborates with management across all departments to resolve tax related matters. Synthesize and communicate complex technical tax matters in plain language for greater clarity and understanding. This includes providing appropriate tax training to enable management to make informed decisions on non-complex tax matters.Analyses the impact of new tax legislations and modifies/implements new processes and controls to address such changes. Handle client related technical tax inquiries and client communication.Maintains appropriate policies and procedures. Maintains proper audit trail to support tax positions.Responsible for talent management, including hiring, coaching, mentoring and developing team members (and colleagues). Review the tax disclosures in the funds' prospectuses, financial statements and other regulatory documents. Handles tax analysis and tax compliance oversight for product restructuring including terminations and fund mergers.Primary contact for Canada Revenue Agency.Handles audit support for internal and external auditors. Represent TD in industry tax committees (IFIC, IIAC, CETFA).Work Experience / Knowledge:Demonstrated tax expertise with hands on experience in a high volume, deadline driven environment. Self-starter and able to navigate in a large organization to coordinate within and across departments to deliver solutions.At least 8 years minimum tax experience is required. Relevant tax experience in investment funds and M&A are required.Deep experience in investment funds taxation, tax treatment of complex financial instruments and strategies. Ability to deal with ambiguity.Broad global tax research skills and experience. Strong problem solver.Solid understanding of NI-81-102 and other relevant security regulations is an asset. Strong communication, collaboration and relationship building skills.Demonstrated success in people management and development.Formal Education and Certification: Completion of the CICA In-Depth Tax Course, Master of Taxation or equivalent experience required Chartered Professional Accountant or equivalent is highly preferred.The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. #LI-WealthWho We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards PackageOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn moreAdditional Information:We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we’re committed to helping you identify opportunities that support your goals. Training & OnboardingWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.We look forward to hearing from you!Language Requirement:Ce poste n'a pas d'exigences linguistiques spécifiques /This job has no specific language requirements.
TDAM Investment Management Co-op/ Intern (Fall 2024)
TD, Toronto, ON
Type de rôle:Session de stage:Lieu de travail:Toronto, Ontario, CanadaHoraire:37.5Détails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.Description du poste:Brief Description of Business (Department Overview) TD Asset Management Inc. ("TDAM"), a member of TD Bank Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. As of December 31,2023 TDAM and its affiliates manage over CDN$ 410 billion in assets on behalf of pension, insurance, endowment/foundation and corporate clients, as well as high-net worth clients and retail mutual funds, across both active fundamental and quantitative-based solutions, private debts and alternative investments including real estate, infrastructure. Job Description (responsibilities, accountabilities, etc.)A passion or demonstrated interest in markets/economics/current events is critical to success: The Intern will support the team with some or all of the following activities. •Work with one of the following teams within TDAM - Fundamental Equities Research, Fixed Income or Asset Liability Management, Asset Allocation, Alternatives, or Investment Risk Management. •Build and maintain analytics to help facilitate portfolio decision making, data analysis or financial analysis to help understand and recommend investments or to better understand the macro-economic environment•Help run and support mission critical reporting used by the portfolio managers and attend and participate in team meetings and investment discussions. •Validate data to ensure the integrity of the data and information•Support projects focused on the ongoing improvement of our processes•Undertake projects touching on strategy, marketing, business and product development, portfolio management, finance, risk, governance, client service, operations and tradingSkills that the student must have (specific technical, and other skills)•Organizational skills with the ability to prioritize, multi-task and maintain attention to detail•Good foundation in business acumen, capital markets, problem solving skills and analytical capabilities•Good working knowledge of Microsoft Office products (Excel, PowerPoint and Word)•Strong verbal and written presentation skills•Accuracy and attention to detail are essential•Highly motivated individual with the willingness and flexibility to take on different initiatives•Ability to operate within specialty software programs (e.g. Bloomberg, Factset, Thomson Reuters or Capital IQ etc.)•Must be able to work effectively in a team environment and collaborate across teams to research fulsome solutions•Bilingualism (French and English) is an assetSkills that are not required, but would be an asset (specific technical, and other skills) •Microsoft Access, Python/SQL/Coding skills, financial modelling•VBA and SQL•Co-op experience in investment research, real estate, public and private securities analysis, risk managementOther information Applications must include an unofficial university transcript, cover letter (one letter-sized page or less) and a resume (two letter-sized pages or less).À propos de nous La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues. La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle. En parallèle de l’évolution de nos activités et de notre stratégie, nous innovons afin d’améliorer l’expérience client et de créer des capacités pour façonner l’avenir des services bancaires. Que vous ayez plusieurs années d’expérience dans le secteur bancaire ou que vous commenciez tout juste votre carrière dans le domaine des services financiers, nous pouvons vous aider à réaliser votre plein potentiel. Vous pourrez compter sur nos programmes de formation et de mentorat et sur des conversations sur le perfectionnement et le leadership pour réaliser votre plein potentiel et atteindre vos objectifs. Notre croissance en tant qu’entreprise rime avec la vôtre. Notre programme de rémunération globaleNotre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance. En savoir plusRenseignements supplémentaires :Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.Perfectionnement des collègues Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.Formation et intégrationNous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.Processus d’entrevue Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.Mesures d’adaptationL’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.Nous avons hâte d’avoir de vos nouvelles! Language Requirement:N/A.
Senior Accountant, Audit
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Our FI (Financial Institutions), FIRE (Funds, Insurance, Real Estate and Construction) as well as ENR (Large Mining and Energy) groups are looking for talented individual who provides exceptional customer service? KPMG's Audit practice helps clients manage risk so they can focus on their core businesses. By intimately understanding the client's business, we convert information into insights to uncover hidden opportunities to improve client efficiency and performance. What you will doOur 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. As a Senior Accountant you will be required to: Apply KPMG's audit and accounting practices and methodologies at client engagements Conduct external and internal financial statement audits for both public and private companies Leadership of field engagement teams as well as coaching and mentoring junior staff members Perform analysis of complex accounting issues Perform financial and systems analysis Develop and maintain relationships with clients As an Audit professional, you will provide a service that represents a high-value mark for our firm, helping companies assess their risk as they work to ensure transparency across their operations. What you bring to the role Accounting/business diploma. Successful completion of the CFE or working towards the CPAO designation 2 - 3 years post graduate experience Experience with all reporting standards Excellent project management, teamwork and interpersonal skills Strong verbal and written communication skills Ability to work both independently, with little supervision and within a team environment Effectively monitors multiple or complex projects regularly to check how they are progressing against deadlines and budget Excellent client service skills with an aptitude to understand the clients' business and maintain strong client relationships Dedication and motivation to achieve high standards of client service and professional in the performance of duties Uses previous experience and technical knowledge to the benefit of the client Able to use a range of techniques to analyze an issue #LI-LB 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 .
Assistant Manager, Financial Analysis (CPA) to lead/perform accounting, reconciliations and related financial reporting for our insurance client.
S.i. Systems, Toronto, ON
Assistant Manager, Financial Analysis (CPA) to lead/perform accounting, reconciliations and related financial reporting for our insurance client.Location: Hybrid (2 days onsite in London, ON or Winnipeg)Duration: 8 Months (Extension likely)Accountabilities:· Responsible for general ledger activity and preparation of monthly trial balance file.· Ensure accurate and timely processing of financial transactions including journal entries, payment of invoices, and reconciliations supporting required financial reporting.· Preparation of financial/regulatory reporting for CLIML.· Liaise with internal and external business partners, regulators, and auditors.· Adherence to internal and external policies and regulations.· Ad hoc duties as required. Must-Haves:· Completion of post-secondary education preferably in a Finance related field· CPA designation· 3-5 years’ experience in staff accountant, financial analyst or reporting role.· Experience in Financial Reporting for investment fund managers, and familiarity with associated regulatory requirements (Ontario Securities Commission) · Previous experience supporting financial compliance audits · Experience in supervising and/or leading staff within a team environment Apply
Senior Accountant, Audit
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. Our FI (Financial Institutions), FIRE (Funds, Insurance, Real Estate and Construction) as well as ENR (Large Mining and Energy) groups are looking for talented individual who provides exceptional customer service? KPMG's Audit practice helps clients manage risk so they can focus on their core businesses. By intimately understanding the client's business, we convert information into insights to uncover hidden opportunities to improve client efficiency and performance. What you will doOur 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. As a Senior Accountant you will be required to:Apply KPMG's audit and accounting practices and methodologies at client engagementsConduct external and internal financial statement audits for both public and private companiesLeadership of field engagement teams as well as coaching and mentoring junior staff membersPerform analysis of complex accounting issuesPerform financial and systems analysisDevelop and maintain relationships with clientsAs an Audit professional, you will provide a service that represents a high-value mark for our firm, helping companies assess their risk as they work to ensure transparency across their operations. What you bring to the roleAccounting/business diploma.Successful completion of the CFE or working towards the CPAO designation2 - 3 years post graduate experience Experience with all reporting standardsExcellent project management, teamwork and interpersonal skillsStrong verbal and written communication skillsAbility to work both independently, with little supervision and within a team environmentEffectively monitors multiple or complex projects regularly to check how they are progressing against deadlines and budgetExcellent client service skills with an aptitude to understand the clients' business and maintain strong client relationshipsDedication and motivation to achieve high standards of client service and professional in the performance of dutiesUses previous experience and technical knowledge to the benefit of the clientAble to use a range of techniques to analyze an issue #LI-LBProviding 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. 
Senior Accountant, Reinsurance CoE
Manulife Financial Corporation, Toronto, 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 DescriptionThis incumbent will be part of the Reinsurance Center of Excellence and will report to the Accounting Director who is based in our Boston Back Bay office. This role will be responsible for leading reinsurance treaty and legal entity analysis. This will involve analysis of reinsurance results, presenting analytical findings, reviewing, and implementing new reinsurance treaties and ensuring consistent and accurate implementation of reinsurance calculations and accounting models across US operations. This role will also participate in special projects related to the implementation of new accounting standards, operational initiatives, or treaty agreements. These projects will involve collaboration with Global Finance, IT and Actuarial teams.Key Responsibilities:Prepare reinsurance settlements and analytical reporting for internal and external treaties, including Global Reinsurance treaties across multiple accounting bases (IFRS, NAIC, Tax and Bermuda Statutory)Present reinsurance financial results to management on a quarterly basis.Define and evaluate new reinsurance treaty accounting models and calculation methodologiesDrive continuous improvement of the reinsurance accounting cycle to shorten close cycles, improve controls and expand understandingParticipate in special projects related to the implementation of new accounting standards, operational initiatives, or treaty agreementsWhat motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking forFinance or Accounting degree and a minimum of 4 or more years’ post-graduate experience.Curiosity and a commitment to understand complex financial transactions is essential.Dedicated to continual process improvement with strong internal controls and ability to adapt well to change. Excellent analytical, research and problem solving skills.Ability to multi-task and manage priorities in a demanding and deadline-oriented environment.Strong computer skills using Microsoft Office Applications, particularly Excel.Experience with and knowledge of Essbase is an asset.Knowledge of insurance industry and reinsurance is an asset.Strong written and oral communication skills.Must be a team player and a self-starter.Must be well-organized, innovative, and possess a high level of initiative.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all partners and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$68,475.00 USD - $114,125.00 USDIf 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.
CPA Accountant
Fed Finance, Centreville, NB
Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career.My name is Melissa, I am a finance, accounting and payroll recruitment consultant. I hold permanent and temporary positions in the Greater Montreal area.My client located in Downtown Montreal is looking for an accountant. This is a permanent, full-time position. (Hybrid 2 days in the office). * Be in charge of the monthly and quarterly financial statements. * Control of the internal operational system used for transactions; * Develop working documents for the preparation of tax returns; * Manage fund cash flow; * Prepare files for the annual audit of the funds for which he or she is responsible; * Prepare and monitor the annual budgets.* Hold a CPA title; * Knowledge of various accounting standards (US GAAP, IFRS); * Skill and interest in internal control is an asset; * Complete mastery of the MS Office suite;
Client Service Assistant - BMO Nesbitt Burns
BMO, Bedford, NS
Application Deadline: 05/31/2024Address: 90 Western Parkway, 2nd FloorJob Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Assists the advisory team in preparing for client meetings, including scheduling appointments.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to team members and completed.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.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 ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry.Canadian Securities Course and the Conduct and Practices Handbook exam (already successfully completed would be an asset).Successful completion of 30-day BMO NB Investment Representative Licensing Program (already successfully completed would be an asset).Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Bedford is $ 38,000.00 Compensation and Benefits:$31 600,00 - $46 200,00Pay Type: Salaried & CommissionThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Client Service Assistant - BMO Nesbitt Burns
BMO Financial Group, Bedford, NS
Application Deadline: 05/31/2024 Address: 90 Western Parkway, 2nd Floor Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. 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 ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Canadian Securities Course and the Conduct and Practices Handbook exam (already successfully completed would be an asset). Successful completion of 30-day BMO NB Investment Representative Licensing Program (already successfully completed would be an asset). Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Bedford is $ 38,000.00 Compensation and Benefits: $31 600,00 - $46 200,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.