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PwC Private, Philanthropic Tax, Senior Manager
PwC, Toronto, ON
A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies.Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.Meaningful work you'll be part ofAs a PwC Private, Philanthropic Tax, Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to:•Encourage everyone to have a voice and invite opinion from all, including quieter members of the team•Deal effectively with ambiguous and unstructured problems and situations•Initiate open and candid coaching conversations at all levels•Move easily between big picture thinking and managing relevant detail•Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required•Contribute technical knowledge in the area of specialism•Contribute to an environment where people and technology thrive together to accomplish more than they could apart•Navigate the complexities of cross-border and/or diverse teams and engagements•Initiate and lead open conversations with teams, clients and stakeholders to build trust•Uphold the firm's code of ethics and business conductExperience and skills you'll use to solve•Experience working in a public accounting firm or a law firm would be an asset•Experience assisting with designing and governance of philanthropic plans, including understanding of philanthropic structural options and the use of endowments, restricted/unrestricted gifts, working with qualified and non-qualified donees and pooled granting•Master Degree in Tax or Completion of Levels I, II and III of the CPA In-depth Tax Course is considered an asset•CPA, CA or other relevant professional designation•Good understanding of Canadian tax rules and issues facing high net worth clients with corporations and trusts•Strong understanding of responsible investing and social impact of investing•Superior problem solving skills, excellent verbal, written and presentation skills•Strong analytical capability, sound business sense and creative mind that have earned you a reputation of providing excellence in client service•Ability to manage, develop, retain and mentor junior tax professionals•A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectivesPwC BC Region Pay Range Information The salary range* for this position is $92,100 - $153,500, plus individuals may be eligible for an annual bonus payment. Actual compensation within the range will be dependent upon your skills, experience, qualifications and geographic location. * Please note that the salary range for this position is reflected for our British Columbia region. Given our national recruiting approach, we recruit (and may hire) in other regions and therefore the salary range may differ depending on the work location. PwC is committed to competitive compensation and sharing salary ranges in accordance with applicable pay transparency legislation as they arise. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like . The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. What to consider before applying•This role has the option of being based out of our other Canadian officesAt PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
PwC Private, High Net Worth Tax, Senior Manager
PwC, Toronto, ON
A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies.Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.PwC's High Net Worth (HNW) practice is a core part of PwC Private, supporting High New Worth Individuals and some of Canada's most iconic families with a range of tax and business advisory needs such as tax and estate planning, tax audit, and tax compliance. The HNW Team acts as trusted advisors,helping our clients free up time that can be spent on growing their wealth and minimizing their total tax and compliance burden.Meaningful work you'll be part ofAs a PwC Private, High Net Worth Tax, Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to:•Encourage everyone to have a voice and invite opinion from all, including quieter members of the team•Deal effectively with ambiguous and unstructured problems and situations•Initiate open and candid coaching conversations at all levels•Move easily between big picture thinking and managing relevant detail•Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required•Contribute technical knowledge in the area of specialism•Contribute to an environment where people and technology thrive together to accomplish more than they could apart•Navigate the complexities of cross-border and/or diverse teams and engagements•Initiate and lead open conversations with teams, clients and stakeholders to build trust•Uphold the firm's code of ethics and business conductExperiences and skills you'll use to solve•Prior experience in a public accounting firm or law firm an asset•The Master of Taxation (Mtax) or equivalent, or completion of Levels I, II and III of the CPA In-depth Tax Course would be an asset•CPA,CA or other relevant professional designation•Trust and Estate Practitionerdesignation (TEP) would be an asset•Good understanding of Canadian tax rules and issues facing high net worth clients with corporations and trusts•Proven ability to manage multiple assignments, clients and staff. Strong research, analytical, organization, and communication skills, the ability to work effectively under pressure, and a proactive attitude•Demonstrated business development skills and enthusiasm about contributing to the growth of the HNW practice•Ability to manage, develop, retain and mentor junior tax professional•A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectivesPwC BC Region Pay Range Information The salary range* for this position is $92,100 - $153,500, plus individuals may be eligible for an annual bonus payment. Actual compensation within the range will be dependent upon your skills, experience, qualifications and geographic location. * Please note that the salary range for this position is reflected for our British Columbia region. Given our national recruiting approach, we recruit (and may hire) in other regions and therefore the salary range may differ depending on the work location. PwC is committed to competitive compensation and sharing salary ranges in accordance with applicable pay transparency legislation as they arise. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. What to consider before applying• This role has the option of being based out of our other Canadian offices •This role may require travel up to 20%At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Senior Manager, Financial Due Diligence, Transaction Services (Toronto)
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. In every economic environment, there are opportunities to create, enhance, and preserve value. Our Deal Advisory professionals help buyers, sellers, private equity investors, governments, and lenders in developing and executing on their value strategies. Within KPMG's Transaction Services practice, our Deal Advisory professionals provide financial due diligence services on behalf of our clients to help drive value from M&A (Mergers & Acquisitions) with a forward-thinking approach to deal planning. Learn more about KPMG's Transaction Services practice here and careers in Deal Advisory h e re . Are you a talented leader with a proven track record for motivating teams and delivering exceptional client service? Our Transaction Services team in Toronto is looking for a professional like you with the skills and drive to make a real difference. As a Senior Manager, Transaction Services, you will collaborate in multi-disciplinary teams and apply your professional and technical skills on a wide variety of transactions at different stages of the transaction cycle. What you will do Identify key issues, plan and supervise the execution of financial analysis, coordinate other work streams (e.g., work performed by foreign KPMG offices, M&A tax, IT, post-merger integration, HR and pension consultants, etc.) Evaluate a business' historical performance, key drivers of growth and profitability, sustainability of earnings/cash flows, working capital cycles, financial projections, key contractual commitments, accounting policies, and management control environment Handle complex issues, interpret results, find solutions, report key findings, and make recommendations Write detailed professional reports and presentations of key analysis with pertinent findings Establish credibility and develop relationships with current and prospective clients, as a representative of KPMG Deal Advisory Actively participate in KPMG engagement teams with access to senior client executives, attorneys, and private equity investors Provide support/assistance for proposals and contribute to growing the practice Train, coach junior team members and contribute to the effective working of the team and development of team morale What you bring to the role Must have CPA / CA or equivalent designation. 7-10 years of Transaction Services / Mergers and Acquisitions along with Accounting/Audit experience, in a consulting, advisory, or private equity environment Ability to lead multiple projects simultaneously and effectively coach, develop, and manage junior team members Professional verbal, presentation communication skills, along with excellent writing skills Solid investigative skills and attention to detail Business fluency in other languages is desirable (French, Spanish, Portuguese, Mandarin) Willingness and ability to travel internationally as required #LI-ET1 Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Senior Tax Manager
HeadSource International, North York, ON
Senior Tax Manager Our client is looking for a Senior Tax Manager to join our Tax Advisory Group. The successful candidate will have the opportunity to lead team members on client engagements in a expanding mid-sized firm where you would be relied upon to provide tax advisory and guidance to staff, including reviewing their work for accuracy and completeness. Additionally, the Sr Tax Manager will research and prepare tax-planning strategies for clients and take the lead on the preparation of complex tax returns. This Tax Advisory Group should provide the opportunity to work on publicly listed entities and private corporations in providing tax advice on transactions, re-organization, and indirect tax matters. Requirements Qualified candidates will have; 5 to 7+ years experience in Public Accounting firm.  Preference will be given to those whom have a CPA and in depth or Master Tax
Vice President, Private Equity - BMO Global Asset Management
BMO Financial Group, Toronto, ON
Application Deadline:05/26/2024Address:100 King Street WestJob Family Group:Strategy & ChangeJob Description:Reporting to the Head of BMO Global Asset Management Private Equity, the Vice President, Private Equity is a key member of the private equity team with a broad range of responsibilities that include sourcing, due diligence, deal execution, portfolio management and management reporting for existing and future private equity funds/programs managed on behalf of institutional and private wealth clients. The individual will partner with the Head of Private Equity to expand BMO’s global presence in the private equity sector. The role requires an experienced individual that is inquisitive, conscientious and possesses the competencies and desire to grow the private equity business within a renowned, global, Canadian financial institution by being actively involved in all aspects of the business.Investment ManagementParticipating in all stages of a transaction including initial deal-flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and quarterly reportingAnalyzing and reviewing financial and operating information relating to private equity fund investments and co-investmentsPerforming comprehensive research and due diligence on new investment opportunitiesPreparing and/or reviewing financial modelsAssessing the strengths and risks of each proposed investmentSummarizing the investment thesis in an investment memorandum for presentation to an Investment CommitteeReviewing and negotiating legal agreements, including Limited Partnership Agreements and Subscription AgreementsConducting benchmark analysis using external Private Equity data sources such as Preqin, PitchBook, Burgiss and/or Cambridge AssociatesPreparing quarterly performance reports for a portfolio of fund investments and co-investmentsVerifying portfolio data to ensure accuracyReviewing and analyzing quarterly NAV statements and completing Mark-to-Market adjustments for existing portfolio investments, if requiredMonitoring cash flows (capital calls and distributions) for the managed funds and their underlying investmentsCompleting reporting requirements, developing reports, and providing ad-hoc reportingRelationship ManagementEstablishing effective business relationships within the Canadian, U.S., U.K., and Western European private equity industryCollaborating with BMO partners that are also active in private equity industryLiaising regularly between the various BMO Global Asset Management teams that support the business (e.g., product, distribution, legal, tax)Maintaining strong relationships with investorsBusiness Development Promoting both the private equity capabilities of BMO GAM and the business’s global products to North American institutional and qualified, accredited, high net worth investorsDrafting offering memoranda and investor presentationsCollaborating with BMO GAM’s Distribution team as well as BMO Private Wealth Management to identify and market to prospective investorsCollaborating with the BMO GAM Product team in the launch of new productsRisk Management & ComplianceManaging the portfolio within established risk frameworkMonitoring activities to ensure ongoing compliance with risk appetite, framework, and policiesEnsuring that new proposed investments comply with Anti Money Laundering protocolsCollaborating with the BMO Legal and BMO Tax teams to effectively manage the risks to the investors and BMOAuthoritiesScope & ImpactAs a key member of the Private Equity team, the successful candidate’s responsibilities will include developing innovative solutions to provide target markets with access to the private equity asset class and growing the private equity portfolios. The successful candidate will be involved in all stages of the transaction process, including initial deal flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and regular quarterly reporting.Cross Functional RelationshipsThe role will involve some client-facing activity and there is scope for the successful candidate to be involved in business development. There will be a need for regular liaison and contact with our internal partners. The candidate will have a high regard for risk management and compliance procedures.Knowledge & Skills Education and QualificationsAn undergraduate degree, preferably with a degree in businessCA or CFA qualification is an assetMBA is an assetExperience investing in the private equity sector (funds and co-investments) with at least 8 years’ experienceSkills and AbilitiesStrong financial skills and investment acumenProven ability to work with seasoned private equity professionalsAn understanding of the value creation process in private equityDeep analytical skills to assess the merits and risks of private equity investmentsAbility to attentively review, assess, and provide detailed information daily on multiple projects in an organized and concise mannerAbility to negotiate and communicate fund and deal structuresExcellent verbal and written communication skillsStrong interpersonal skills used within a collaborative and demanding team environmentCapability to independently function as part of a small team through self-motivationRole DetailsThere is scope for the role to expand as the team grows.Based on the 43rd floor of First Canadian Place, the successful candidate will work in a Canadian hybrid work environmentThe successful candidate will work as a member of a smaller team in GAMTravel may be requiredCompensationPlease note there is a variable compensation component to this role.Compensation and Benefits:$74,800.00 - $138,600.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsWe’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.
Senior Manager, Digital Infrastructure - Deal Advisory
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. GIA plays a pivotal role in supporting Canadian and global clients as they respond to rapidly changing infrastructure markets. Our team understands that emerging technologies are changing the way infrastructure is delivered, creating a strong demand for InfraTech (technology-enabled infrastructure). We are dedicated to supporting our public and private sector clients in developing and implementing emerging technology strategies across diverse sectors and infrastructure types, positioning clients at the forefront of the infrastructure revolution. Learn more about Global Infrastructure Advisory (GIA) here and careers in Deal Advisory here . Are you a talented leader with a proven track record for motivating teams and delivering exceptional client service? KPMG is actively looking for a Senior Manager in Toronto to join our Digital Infrastructure (DI) team within GIA in identifying emerging technology application to the design, build, and operation of infrastructure. We are at the forefront of delivering major social, economic and commercial outcomes through leveraging the value of connectivity (e.g., 5G) and emerging technologies (e.g., Internet of Things, digital twins) across infrastructure projects in sectors such as Transport, Accommodation, Power and Utilities, Digital, Energy and Mining, and Oil and Gas industries . We are looking for an innovative thinker and market builder who is passionate about how technology and innovation will transform societies of the future. What you will do Help our clients and internal stakeholders reimagine the value we deliver, the way we deliver our services, and evaluate how our workforce drives dynamic solutions to solve client needs. Lead digital infrastructure advisory engagements - with a focus on d eveloping and executing innovation strategies and helping manage large-scale, enterprise-wide innovation programs - a cross public and private sector clients with accountability for engagement delivery, client outcomes and risk management. Apply a deep understanding of how technology will create breakthrough innovations in the configuration, offering, and delivery of infrastructure projects to serve clients in various sectors Lead and manage cross-functional engagement teams (8-10 individuals) including providing training, leadership, direction, and guidance to cultivate and manage high performing teams Support the development and growth of KPMG's GIA practice by leading business development initiatives and identifying opportunities to expand KPMG's services Build strong relationships across KPMG's national infrastructure advisory practice and global infrastructure advisory networks to drive market activation across sectors and geographies Proactively coach junior team members (including Performance Manager responsibilities where relevant) and provide support to other service lines within Management Consulting At times, business needs arise, and employees are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job. Likewise, people need extra time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role A seasoned professional with 8+ years of involvement in infrastructure, emerging technology, or innovation consulting having worked for established professional services firms A futurist mindset with experience in designing technology-enabled innovation strategy that aligns with the client's vision, goals, and business operations - which is rooted in deep understanding of cutting-edge technologies (e.g., 5G, IoT, digital twins, autonomous vehicles) and their interplay with infrastructure across diverse sectors. Experience with designing and developing innovation-related consortiums or program (such as innovation hubs, hackathons etc.), specifically managing multi-party collaboration among diverse stakeholders and partnership development. Experience working with funds, such as institutional investors or multi-lateral development banks, is considered a strong asset. Proven experience in nurturing a portfolio or cultivating business growth, leveraging strong sales and business development acumen Proven leadership skills and ability to mentor a high performing team of managers and consultants to deliver and meet tight deadlines An ability to thrive in ambiguity, necessitating adaptability and agility while operating in a high-paced environment. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . #LI-ET1 #Hybrid Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Vice President, Private Equity - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 05/12/2024Address:100 King Street WestJob Description:Reporting to the Head of BMO Global Asset Management Private Equity, the Vice President, Private Equity is a key member of the private equity team with a broad range of responsibilities that include sourcing, due diligence, deal execution, portfolio management and management reporting for existing and future private equity funds/programs managed on behalf of institutional and private wealth clients. The individual will partner with the Head of Private Equity to expand BMO's global presence in the private equity sector. The role requires an experienced individual that is inquisitive, conscientious and possesses the competencies and desire to grow the private equity business within a renowned, global, Canadian financial institution by being actively involved in all aspects of the business. Investment ManagementParticipating in all stages of a transaction including initial deal-flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and quarterly reportingAnalyzing and reviewing financial and operating information relating to private equity fund investments and co-investmentsPerforming comprehensive research and due diligence on new investment opportunitiesPreparing and/or reviewing financial modelsAssessing the strengths and risks of each proposed investmentSummarizing the investment thesis in an investment memorandum for presentation to an Investment CommitteeReviewing and negotiating legal agreements, including Limited Partnership Agreements and Subscription AgreementsConducting benchmark analysis using external Private Equity data sources such as Preqin, PitchBook, Burgiss and/or Cambridge AssociatesPreparing quarterly performance reports for a portfolio of fund investments and co-investmentsVerifying portfolio data to ensure accuracyReviewing and analyzing quarterly NAV statements and completing Mark-to-Market adjustments for existing portfolio investments, if requiredMonitoring cash flows (capital calls and distributions) for the managed funds and their underlying investmentsCompleting reporting requirements, developing reports, and providing ad-hoc reportingRelationship ManagementEstablishing effective business relationships within the Canadian, U.S., U.K., and Western European private equity industryCollaborating with BMO partners that are also active in private equity industryLiaising regularly between the various BMO Global Asset Management teams that support the business (e.g., product, distribution, legal, tax)Maintaining strong relationships with investorsBusiness Development Promoting both the private equity capabilities of BMO GAM and the business's global products to North American institutional and qualified, accredited, high net worth investorsDrafting offering memoranda and investor presentationsCollaborating with BMO GAM's Distribution team as well as BMO Private Wealth Management to identify and market to prospective investorsCollaborating with the BMO GAM Product team in the launch of new productsRisk Management & ComplianceManaging the portfolio within established risk frameworkMonitoring activities to ensure ongoing compliance with risk appetite, framework, and policiesEnsuring that new proposed investments comply with Anti Money Laundering protocolsCollaborating with the BMO Legal and BMO Tax teams to effectively manage the risks to the investors and BMOAuthoritiesScope & ImpactAs a key member of the Private Equity team, the successful candidate's responsibilities will include developing innovative solutions to provide target markets with access to the private equity asset class and growing the private equity portfolios. The successful candidate will be involved in all stages of the transaction process, including initial deal flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and regular quarterly reporting.Cross Functional RelationshipsThe role will involve some client-facing activity and there is scope for the successful candidate to be involved in business development. There will be a need for regular liaison and contact with our internal partners. The candidate will have a high regard for risk management and compliance procedures.Knowledge & Skills Education and QualificationsAn undergraduate degree, preferably with a degree in businessCA or CFA qualification is an assetMBA is an assetExperience investing in the private equity sector (funds and co-investments) with at least 8 years' experienceSkills and AbilitiesStrong financial skills and investment acumenProven ability to work with seasoned private equity professionalsAn understanding of the value creation process in private equityDeep analytical skills to assess the merits and risks of private equity investmentsAbility to attentively review, assess, and provide detailed information daily on multiple projects in an organized and concise mannerAbility to negotiate and communicate fund and deal structuresExcellent verbal and written communication skillsStrong interpersonal skills used within a collaborative and demanding team environmentCapability to independently function as part of a small team through self-motivationRole DetailsThere is scope for the role to expand as the team grows.Based on the 43rd floor of First Canadian Place, the successful candidate will work in a Canadian hybrid work environmentThe successful candidate will work as a member of a smaller team in GAMTravel may be requiredCompensationPlease note there is a variable compensation component to this role.Grade:7Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Senior Manager, Cross Border Tax, Family Office
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 KPMG Family Office, Cross Border Tax practice helps high net worth individuals and their families with complex US and Canadian and multi-jurisdictional tax compliance and advisory issues. We are growing and are looking for tax professionals who have a passion to learn, are motivated to embrace challenges and enjoy resolving complex tax issues and designing sophisticated income and estate tax planning strategies. Please note that a hybrid work arrangement is an option for all, including candidates in the GTA and adjoining cities. What you will doAs a lead member you will work on Canadian and US tax planning initiatives and compliance. Your organizational skills will enable you to direct the work of staff, including reviewing their work for accuracy and completeness. Additionally, you will research and prepare tax-planning strategies for our clients. The ideal candidate enjoys the spotlight and sets the standard for staff, by providing ongoing support and opportunities for professional development. Plan and lead engagements including Canadian and US income tax planning, estate planning and tax compliance. Plan workflow and organize teams for the preparation of personal tax returns and review the work of staff for accuracy and completeness. Develop relationships, understand the needs of the client and work with them to provide tax solutions and planning strategies. Prepare memos by conducting tax research and analyzing complex issues. Provide ongoing support and mentoring for the professional development of staff. Work with other practices and member firms in attracting new work to the firm. What you bring to the role Minimum 5 years of experience in dealing with complex cross border Canada and US personal tax compliance and advisory including gift and estate planning for HNW individuals and shareholders and providing solutions to HNW families as a trusted advisor. Ability to lead private client engagements and interact effectively with clients. US Professional Accounting designation (EA or US CPA) would be an asset. Canadian CPA is an asset. Completion of the In-depth Tax Course is an asset. Ability to provide persuasive and self-assured responses to challenging questions. Strong research and memo writing ability. Strong commitment to professional and client service excellence. Experienced in all facets of project management including team leadership, workflow management, team and client communication, documentation and managing financial metrics and profitability. Strong Microsoft Office software knowledge of Outlook, Word, Excel, PowerPoint etc. 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 .
Investment Advisor
RBC, Toronto, ON
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:111 GRANGEWAY AVE:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-03-04Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Investment Advisor
RBC, Mississauga, ON
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:4 ROBERT SPECK PKY:MISSISSAUGACity:MISSISSAUGACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-04-02Application Deadline:2024-07-02Inclusion 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.
Investment Advisor
RBC, Toronto, ON
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:5140 YONGE ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-04-30Application Deadline:2024-07-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Real Estate Advisory Technology Manager
PwC, Toronto, ON
A career in our Digital Advisory team, within Real Estate Advisory, will provide you with the opportunity to leverage specialist expertise in the real estate market. Qualifications in Accounting/ Finance and operations within the Real Estate sector, along with a keen interest in real estate technology and Proptech will be required. As part of our team, you will be involved in real estate matters where we offer various kinds of services including technology and ERP assessments and implementations along with transformation initiatives and other advisory services as well as being part of the integrated deals team in offering real estate related advice to clients from an overall market perspective. Meaningful work you'll be part of As a Real Estate Advisory Technology Manager , you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Leading, overseeing and reviewing real estate market research and feasibility analysis in support of specific development advisory engagements ; • Leading, overseeing and reviewing financial analysis and underwriting of investment real estate (knowledge of Excel and / or Argus will be essential ) ; • Interacting with property brokers, legal teams, property managers, leasing professionals, and key members within the PwC team ; • Leading client pursuits, including drafting proposals and pitch documents and meeting with prospective and existing clients for presentations, pitches ; • Solid understanding of the Canadian real estate market with an existing network of industry professionals and those with significant real estate ownership/usage . Experiences and skills you'll use to solve • Strong experience within the real estate industry in a finance or operations role; • Strong real estate industry experience with proven financial and analytical skills (preferably obtained within a real estate / financial environment ) ; • Experience in conducting transformation/ implementation projects at a real estate organization in either a finance, operational or IT role; • Experience in preparing and analyzing client requirements and pain points and have t h e ability to docum e nt with other team members and interpret results for our clients; • A dvanced skills with Yardi Voyager, Yardi Investment Management Suite, and all other Yardi products amongst other Proptech applications in the industry; • Experience performing client deliverable reviews and analyzing the work of other team members along with the ability to provide meaningful feedback; • Proficiency in Microsoft 365 Suite for pitches, presentations, and deliverables ; • Ability to multi-task on competing deadlines within a fast paced and team-oriented environment ; • Eager to participate in business development opportunities and initiatives ; • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives What to consider before applying • This role doesn't support completion of the Canadian CPA designation. • Travel will be required up to 30% of your time to client sites as needed as a combination of remote and in person work is expected. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Cyber as a Service, SOC Manager
PwC, Toronto, ON
A career within Cybersecurity and Privacy services, will provide you with the opportunity to help our clients implement an effective cybersecurity programme that protects against threats, propels transformation, and drives growth. As companies pivot toward a digital business model, exponentially more data is generated and shared among organisations, partners and customers. We play an integral role in helping our clients ensure they are protected by developing transformation strategies focused on security, efficiently integrate and manage new or existing technology systems to deliver continuous operational improvements and increase their cybersecurity investment, and detect, respond, and remediate threats.Meaningful work you'll be part ofAs an SOC Manageryou'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to:• Provide leadership and guidance to a team of cybersecurity professionals across multiple geographies (in 24x7 environment), fostering a culture of innovation, collaboration, and continuous improvement. • Act as an escalation point of contact • Approve the final reporting and documentations and m anage shifts schedule as required • Manage improvements on efficient and effective operations • Be accountable for team's work quality and overall use of resources • Participate in business development opportunities • Lead and manage Security and Privacy Operations Center • Ensure incident identification, assessment, reporting, communication, mitigation and monitoring • Ensure compliance to SLA, process adherence and process improvements to achieve operational objectives • Revise and develop processes to strengthen the current Security Operations Framework, Review policies and highlight the challenges in managing SLAs • Responsible for team & vendor management, overall use of resources and initiation of corrective action where required for Security Operations Center • Perform threat management, threat modeling, identify threat vectors and develop use cases for security monitoring • Create reports, dashboards, metrics for SOC operations and presentation to Sr. Mgmt. • Coordinate with stakeholders, build and maintain positive working relationships with them Experiences and skills you'll use to solve• Bachelor's Degree is a relevant area of study with a preference for Computer Science or Computer Engineering • Industry certifications (CISSP/GIAC suite/EC-Council) are an asset • Experience with Information Technology and Information Security • Proficient in Incident Management and Response • Experience in security device management and multiple SIEM platforms • Experience in MSSP environment, and experience in performing vendor management • In-depth knowledge of security concepts such as cyber-attacks and techniques, threat vectors, risk management, incident management, etc. • Knowledge of various operating system flavors including but not limited to Windows, Linux, Unix • Knowledge of applications, databases, middleware to address security threats • Excellent communication and leadership skills • Ability to handle high pressure situations with key stakeholders • Good Analytical skills, Problem solving and Interpersonal skills • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Cloud Finance, Senior Manager
PwC, Toronto, ON
A career in our Accounting and Tax Reporting practice, within PwC Private, will provide you with the opportunity to help private companies with a range of business advisory services to resolve their day-to-day business issues and to help them achieve long-term success. You will advise clients on their local tax affairs, while acting as a strategic consultant, and will help them manage their tax obligations across unique but ever changing tax specialties. Our team helps our clients with accounting and complex tax reporting. You will focus on planning and executing notice to reader and review engagements; drafting and filing local financial statements; reviewing personal trust and corporate income tax returns, and other tax reporting forms; and will assist with year-end planning and bookkeeping. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. PwC's High Net Worth (HNW) practice is a core part of PwC Private, supporting High Net Worth Individuals and some of Canada's most iconic families with a range of tax and business advisory needs such as tax and estate planning, tax audit, and tax compliance. The HNW Team acts as trusted advisors, helping our clients free up time that can be spent on growing their wealth and minimizing their total tax and compliance burden. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. Meaningful work you'll be part of As a Cloud Finance, Senior Manager, y ou'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Encourage everyone to have a voice and invite opinion from all, including quieter members of the team • Deal effectively with ambiguous and unstructured problems and situations • Initiate open and candid coaching conversations at all levels • Move easily between big picture thinking and managing relevant detail • Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required • Contribute technical knowledge in the area of specialism • Contribute to an environment where people and technology thrive together to accomplish more than they could apart • Navigate the complexities of cross-border and/or diverse teams and engagements • Initiate and lead open conversations with teams, clients and stakeholders to build trust • Uphold the firm's code of ethics and business conduct Experiences and skills you'll use to solve • Prior experience in a public accounting firm or law firm an asset • The Master of Taxation ( Mtax ) or equivalent, or completion of Levels I, II and III of the CPA In-depth Tax Course would be an asset • CPA,CA or other relevant professional designation • Trust and Estate Practitioner designation (TEP) would be an asset • Good understanding of Canadian tax rules and issues facing high net worth clients with corporations and trusts • Proven ability to manage multiple assignments, clients and staff. Strong research, analytical, organization, and communication skills, the ability to work effectively under pressure, and a proactive attitude • Demonstrated business development skills and enthusiasm about contributing to the growth of the High Net Worth practice • Ability to manage, develop, retain and mentor junior tax professional • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives PwC BC Region Pay Range Information The salary range* for this position is $92,100 - $153,500, plus individuals may be eligible for an annual bonus payment. Actual compensation within the range will be dependent upon your skills, experience, qualifications and geographic location . * Please note that the salary range for this position is reflected for our British Columbia region . Given our national recruiting approach, we recruit (and may hire) in other regions and therefore the salary range may differ depending on the work location . PwC is committed to competitive compensation and sharing salary ranges in accordance with applicable pay transparency legislation as they arise. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Investment Advisor
RBC, Toronto, ON
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:2 BLOOR ST E:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-03-04Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Manager, Portfolio Management Group
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:100 King Street WestAddress:100 King Street WestThe Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada's Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Private Investment Counsel (BPIC)'s philosophy, strategies and mandates.Key Accountabilities1. Portfolio Administration and Implementation2. Leadership & Team Effectiveness3. Project Management4. Risk Management & ControlACCOUNTABILITIES1. Portfolio Administration and Implementation• Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPIC's discretionary accounts.• Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request.• Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks.• Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints.• Proactively liaise with the trading desk to enhance synergies.2. Practice Management and Team Effectiveness• Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios.• Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues.• Provide insight and share expertise with team members and colleagues in regards to BPIC's investment platform and products.• Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.• Provide feedback and support to the Regional Directors of Investments.3. Project Management• Assist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives.4. Risk Management and Control• Protect the Bank's assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management.Knowledge and SkillsKnowledge• Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of relevant investment management experience in the 36-month period before applying for registration; or received the Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration)• University degree• CFA Charter or Canadian Investment Manager designation• Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions.Skills• Strong understanding of portfolio management principles and the regulatory environment.• Ability to work in a fast-paced environment• Excellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing)• Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiative• Strong ability to work independently and as part of a team• Strong understanding of financial markets, investment products and familiarity with taxation issues.• Strong understanding of the regulatory environment• Strong technical skills and exposure to portfolio management and trading (Charles River - CRIMS and CRE) and book of record software (FIS - Global Plus) is an asset.• Strong computer skills: MS Office, MS Outlook, Bloomberg is an asset.Job Category:Individual Contributor / CollaborateurGrade: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.
Investment Advisor
RBC, Toronto, ON
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Foster trusted, often multi-generational, long-term relationships using personalized service and advice.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.You have completed the Canadian Securities Course (CSC) or will prior to your start date.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Nice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.Leaders who are invested in your success, including mentorship and career development programs.A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-03-13Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Senior Manager, Technology (Data), Ops M&A, Advisory
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Technology Mergers & Acquisitions (M&A) is a service within KPMG's Strategy and Deal Execution, Deal Advisory practice that helps clients gain value from every phase of their merger, acquisition, carve-out or divestment. We offer an understanding and use of technology as a lever within transactions, in order to provide a competitive bid advantage, increase deal value, minimize future operating costs or to provide greater integrity during a transition. The team advises clients across various areas of IT, including applications, data, infrastructure, and cyber security, with a focus on diverse set of industries, including Technology, Financial Services, Insurance, Healthcare, Energy, Construction, and Manufacturing. As the demand for our expertise grows, we are expanding our Technology M&A team to better serve our clients' evolving needs. Our clients are typically private equity funds, pension funds, large public companies, and private corporations, across a wide variety of industries. Learn more about KPMG's Strategy and Deal Execution practice here . Are you a talented leader with a proven track record for motivating teams and delivering exceptional client service? What you will doAs Senior Manager, Technology (Data) M&A, located in our Toronto office, you will: Scope, lead, manage and deliver Technology M&A engagements by working with the team on: Technology/IT Due Diligence for buy and sell-side transactions. Technology/IT Separation planning for sell-side divestments/carve-outs. Technology/IT Synergy planning and integration for buy-side mergers and acquisitions. Technology/IT Transition planning, including Day 1 and Day 100 support. Lead large cross-functional engagement teams in a fast-paced, time sensitive environments. Play a strong supporting role in business development initiatives, including presentations, client meetings, and contributing to practice development initiatives. Lead transactions, implementing change, and/or business improvement projects. Establish and build effective working relationships with senior client executives , including Chief Executive Officers, Chief Financial Officers and Chief Operating Officers, and work closely with senior client teams. What you bring to the role Functional Skills: Substantial relevant professional services and advisory experience in Technology consulting and/or system migrations for a variety of clients and industries in one or more of the following environments: corporate, consulting, and/or private equity Industry experience in a senior IT role with a focus on data strategy, management, and execution Deep understanding of business operations, including financial literacy and ability to translate complex data and information into meaningful insights. Outstanding abilities in client interaction and interpersonal communication to establish productive working connections. Clear written and oral communication skills to present and synthesize key information. Technical Skills: Full lifecycle experience of performing large scale data migrations for structured and unstructured data, including at least one ERP migration. Experience with data integration and migration approaches and best practices, including ELT (Extract, Load, Transform) and data pipelines. Deep understanding of data structures, data architecture, modeling, and database schema Comprehensive understanding of database management systems (DBMS), including relational and NoSQL, and experience of multiple related tools, such as Oracle, MySQL, and MongoDB Familiarity with cloud environments and data migration tools, for example, AWS Glue, Azure Data Factory, Google Cloud Dataflow). Knowledge of Agile/DevOps and programming languages such as SQL, Python, and Java for scripting and automating migration tasks Knowledge of data protection laws and regulations (e.g., PIPEDA, GDPR, HIPAA) to ensure compliance during the migration process. Understanding of data security best practices to safeguard sensitive information during and after migration, including encryption at rest and encryption in transit. #LI-ET1 Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Senior Manager, Technology (Infrastructure), M&A, Advisory
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Technology Mergers & Acquisitions (M&A) is a service within KPMG's Strategy and Deal Execution, Deal Advisory practice that helps clients gain value from every phase of their merger, acquisition, carve-out or divestment. We offer an understanding and use of technology as a lever within transactions, in order to provide a competitive bid advantage, increase deal value, minimize future operating costs or to provide greater integrity during a transition. The team advises clients across various areas of IT, including applications, data, infrastructure, and cyber security, with a focus on diverse set of industries, including Technology, Financial Services, Insurance, Healthcare, Energy, Construction, and Manufacturing. As the demand for our expertise grows, we are expanding our Technology M&A team to better serve our clients' evolving needs. Our clients are typically private equity funds, pension funds, large public companies, and private corporations, across a wide variety of industries. Learn more about KPMG's Strategy and Deal Execution practice here . Are you a talented leader with a proven track record for motivating teams and delivering exceptional client service? What you will doAs Senior Manager, Technology, (Infrastructure) M&A, located in our Toronto office, you will: Scope, lead, manage and deliver Technology M&A engagements by working with the team on: Technology/IT Due Diligence for buy and sell-side transactions. Technology/IT Separation planning for sell-side divestments/carve-outs. Technology/IT Synergy planning and integration for buy-side mergers and acquisitions. Technology/IT Transition planning, including Day 1 and Day 100 support. Lead large cross-functional engagement teams in a fast-paced, time sensitive environments. Play a strong supporting role in business development initiatives, including presentations, client meetings, and contributing to practice development initiatives. Lead transactions, implementing change, and/or business improvement projects. Establish and build effective working relationships with senior client executives , including Chief Executive Officers, Chief Financial Officers and Chief Operating Officers, and work closely with senior client teams. What you bring to the role Functional Skills: Substantial relevant professional services and advisory experience in Technology consulting. Industry experience in a senior IT role with a focus on Infrastructure management, design and operations. Experience working with senior technology leaders and leading teams of cross-functional infrastructure specialists. Deep understanding of business operations, including financial literacy and ability to translate complex data and information into meaningful insights. Outstanding abilities in client interaction and interpersonal communication to establish productive working connections. Clear written and oral communication skills to present and synthesize key information. Experience with technology blueprinting and roadmaps. Technical Skills: Familiarity with multi-cloud, hybrid and on-premise infrastructure environments including data centers, physical hardware and Infrastructure as a Service. Multiple experiences of different types of infrastructure migration and rationalization, cloud to cloud, on-prem to cloud etc. Experience with wnd-user computing hardware, email and collaboration tools like Microsoft O365 and service management. Comprehensive understanding of of network infrastructure, server architecture, virtualization, and cloud computing. Exposure to virtualization, containerization, and serverless platforms and associated tools like VMware vSphere/ESXi, Docker/Kubernetes, AWS Lambda and Azure Functions. Knowledge of designing and implementing disaster recovery and high availability solutions for business-critical applications. Knowledge of infrastructure related security controls including firewalls, patch management, endpoint protection, mobile device management. Hands-on experience with infrastructure tools including Terraform, CloudFormation, Ansible, Git, Active Directory, Windows Server and Linux. Industry certifications, such as AWS Certified Solutions Architect, Microsoft Certified Azure Solutions Architect, or similar credentials are an asset. #LI-ET1 Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Senior Manager, Benefits, Pension & Disability
PwC, Toronto, ON
The Total Rewards & Belonging COE collaborates with key business stakeholders to design competitive yet cost-effective reward packages that align with the Firm's strategy to attract, retain and inspire our talent. One that emphasizes total wellness and belonging and adapts to employee needs and preferences to motivate talent and enhance performance in an uncertain and rapidly evolving business environment. Reporting to the Director, Total Rewards , the Senior Manager, Benefits, Pension & Disability has overall responsibility for the planning, design, and implementation of the firm's pension & savings, disability management and benefits programs. Leading a team of Managers and Senior Associates, you will manage and oversee our benefit s programs (including pension, savings, and disability) for partners and staff (including retirees), providing consultative advice to business leaders and HR b usiness p artners . T o be successful in this role, you should have an in -depth knowledge of total rewards principles, best practice s , trends, and regulations , and the ability to collaborate with diverse stakeholders and influence strategic decisions. Meaningful work you'll be a part of• Leading a team of benefits professionals, you will provide analysis, advice, plan design and governance expertise to ensure that programs support PwC's business strategies and align to the firm's total rewards policies and philosophies, including making recommendations to business leaders for program enhancements. • Monitor and e nsure compliance in all applicable government regulations and laws, including pension plan audits, and required filings. • Manage relationships with benefit service providers, external consultants and benchmarking sources including negotiating contracts and managing service level agreements. • Develop and execute strategy to communicate benefit programs including enrolment activities and implementation of enhancements to the firm's benefit programs. Direct a team of M anagers to: • Manage firm's retirement savings programs which includes support ing the Firm's Pension Committees in the facilitation of p ension c ommittee meetings, ensuring plan governance requirements are achieved, and in overseeing the preparation of actuarial valuation reports. • Manage the firm's recognition and employee engagement programs and make recommend ations on design changes that enhance the employee value proposition, improve employee engagement and retention, and support the business objectives and culture of the Firm . • Manage the Firm's disability management program which is res ponsible for overseeing the administration of short-term and long-term disability claims, providing guidance and support to HR Business Partners and partners and staff on disability policies and procedures, as well as return to work plans. • Oversee benefit and pension needs associated with future growth/acquisitions, including assessing benefit plans and transition needs, and performing due diligence around practices of targeted acquisitions. • Lead, coach, and develop a team of benefit, disability, and pension professionals , fostering a culture of belonging, encouraging collaboration and innovation. • Manage and deliver on large -scale and complex projects that support the firm's people priorities and business object ive s. Experiences and skills you'll use to solve• Proven leadership skills with a demonstrated ability to inspire and d evelop others. • Excellent project management skills , with a h igh degree of flexibility and creativity. • Strong problem-solving , analytical, and decision-making skills, including the ability to understand the financial impact of relevant decisions. • Ability to handle and synthesize complex data and scenarios and implement solutions exercising flexibility and sound judgment. • Experience and knowledge of benefits, pens ion and recognition best practices, trends, and regulations. • A digital and data mindset. • A university degree in h uman r esources, business, or a related field. • CCP , CEBS designation or RPA program completion would be an asset. • Knowledge of Canadian pension plan and tax legislation, including defined benefit and defined contribution pension plans, registered retirement savings plans and deferred profit-sharing plans. • Bilingualism (EN/FR) is an asset. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more a bout our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.