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My Job 160期:JOB D - Case & Marketing Coordinator - Brightview Advisory

Company: Brightview Advisory


Position:  Case & Marketing Coordinator

Apply By: ASAP

Job Type: Full time

BayStreet Job ID: 

BAYST111120D

Location: Toronto 

Canbridge Immigration Inc., structured under Brightview Advisory Corporation, is an immigration advisory registered under ICCRC. At Brightview, we provide a full-scale education advising service including customized secondary and post-secondary education plans, visa documentation, and immigration service. Programs that we specialized in include various visa applications, provincial nominee programs, and start-up visa program.

With efforts of our IRCC registered consultant and Ontario Commissioner of Taking Affidavits, we have succeeded among decades on visa and immigration applications. During these years, we have developed healthy relationships with numbers of higher education institutions in Canada, and have helped hundreds of students with their international studying and immigration pathways.

Job Description

Brightview Advisory - Canbridge Immigration is seeking a case & marketing coordinator with at least 1 year of immigration service and/or administrative experience, and 1 year of digital marketing experience to join our dynamic team.

Responsibilities Include:

  • Understanding immigration processing categories and requirements for each category, this includes and is not limited to CEC, Express Entry, Study/Work/Visitor’s permit, Provincial Nomination Program, and etc.;

  • Keep track of news and updates related to Canadian immigration and international studying for both Canadian and foreign students;

  • Generate written, graphical, and video contents for publishing through company's official channels and other marking partners;

  • Help with managing the official social media platforms of the company;

  • Communicate with prospects and clients in both written and verbal methods to collect proper information and documents, translate professional terminologies into daily language, and update them on industry news and updates on their cases;

  • Using available resources to draft complete application packages and make appropriate revisions for review by the supervising Manager;

  • Ensure that applications are filed in a timely manner and that deadlines are being met;

  • Follow up with immigration authorities on pending applications and having a proactive approach to ensure the timeliness and consistent adjudication of application;

  • Updating internal Client Management systems to ensure that online records have an organized log of all action taken in a case;

  • Notify clients of upcoming extensions, changes in process or procedures.

 

Qualifications Include:

  • Administrative experience 1 year, required

  • Marketing experience: 1 year, required

  • Immigration service experience: 1 year, preferred

  • Experience with Canadian Immigration law: preferred

  • Post-secondary degree: preferred

  • Excellent verbal and written communications skills in English and Mandarin

  • Intermediate skills and experience in graphic design and related software, i.e. Photoshop, AI, and etc. is required

  • Experience in social media management and/or content generation is required

  • Experience in promotion and distribution is preferred

  • Detail-oriented, highly organized self-starter

  • Advanced knowledge of Microsoft Office Suite

  • Ability to multitask

  • Ability to work collaboratively

 

Job Types: Full-time, Permanent

Salary: $14.00-$20.00 per hour

Additional pay:

  • Bonus pay

Benefits:

  • Company events

  • Employee assistance program

  • Store discount

  • Work from home

Schedule:

  • Day shift

  • Monday to Friday

COVID-19 considerations:
Employees only come into the office 2-3 days a week, or at special requests. Other times they work from home. Mask if required when working onsite, and hand sanitizer is available.

Experience:

  • administrative : 1 year (Required)

  • immigration service: 1 year (Preferred)

  • Marketing: 1 year (Required)

Language:

  • Mandarin (Required)

Work remotely:

  • Yes, temporarily due to COVID-19

 

 

 

My Job 160期:JOB C - Sr Business Insights Analyst - TD

Company: TD


Position: Sr Business Insights Analyst

Apply By: ASAP

Job Type: Full time

BayStreet Job ID: 

BAYST111120C

Location: Toronto 

TD Description

Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

 

Department Overview
The TD Wealth Analytics & Reporting team is responsible for providing thought leadership for our business through advanced analytics, standardized reporting, self-serve data and actionable insights to help drive meaningful business decisions and results. We provide a holistic lens for revenue growth, sales, performance management/coaching, risk and investment compliance, and product delivering quantitative models, timely, accurate, consistent, useful and actionable information to support our businesses and leaders.

Job Description
The Sr. Business Insights Analyst will be accountable for delivering timely, meaningful business performance reporting and analytics that drive measurable business value across our business lines. We are looking for a self-motivated and innovative individual who excels in a fast paced and high impact business team.

Primary Responsibilities

Working closely with business stakeholders to provide thought-leadership and facilitate data-driven fact-based decisions
Support the design and execution of suitable analytical solutions in a timely fashion to support business decisions
Enhance reporting and business insights generating capability by developing a “best-in-class” reporting function that delivers timely, meaningful business performance reporting & insights that drive measurable business value. Help make reporting/business insights a competitive advantage
Responsible for identification and development of advanced analytics use cases that drive business value
Provide proactive “value-added” insights (both verbal and written) in the form of analysis, interpretation and advice to highlight further business opportunities
Preparation and distribution of sales, performance (dashboards and scorecards) and business management reporting, as required
Liaise with business stakeholders to ensure timely and accurate deliverables
Continuously review existing reporting requirements and processes, proactively providing thought leadership and hands-on development and execution for future reporting needs and metrics 

Job Requirements
Qualifications/Skills/Experience: 

3+ years of relevant experience in analytics, reporting, analysis and insights, or business strategy functions in the Financial Services industry
Strong analytically-anchored problem solving skills, solid background working with data and conducting analysis or planning complex data flows and processes
Strong interpersonal skills, able to build relationships, effectively interact, influence and motivate individuals at all levels of the organization to make an impact
Superior communication skills with proven ability to communicate quantitative/ qualitative information and key messages in a clear and compelling way
Detail oriented with excellent organization skills and ability to effectively manage work under tight timelines and changing priorities
Disciplined with a proven track record of delivering results and executing with excellence
Experience in working with TD's proprietary systems, processes and applications and/or a business analysis/reporting function would be considered an asset


Education 

Advanced university degree in Statistics, Mathematics, Engineering, Economics or other analytically based discipline
Technical Knowledge/Skills 

3+ years' experience in mining, analyzing and visualizing large amounts of data and programming skills (e.g., PYTHON, R, SQL, Hive, HQL, PySpark, Tableau)
Experience with creating complex Tableau dashboards considered an asset 

 

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

 

 

 

My Job 160期:JOB B - Financial Planner - TD

Company: TD


Position: Financial Planner

Apply By: ASAP

Job Type: Full time

BayStreet Job ID: 

BAYST111120B

Location: Toronto Core

TD Description

Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

 

Department Overview
TD Waterhouse, Financial Planning is looking for highly motivated, result driven individuals to join our team. As a Financial Planner (FP) you work with clients in a professional manner to develop and implement an investment strategy and long-term financial plan 

Job Description
The FP is focused on the mass affluent customer segment with responsibilities for retaining and increasing market share through acquisition of Money-in assets. Through ongoing relationship management, the FP offers sound advice with a focus on Retirement and Investment Planning by assisting clients in identifying goals, potential barriers and recommending appropriate solutions. The FP will also identify opportunities to refer clients to other TD partners, i.e. Retail and Wealth Management Partners. 

Job Requirements
Licensed to sell Mutual Funds and 3-5 years industry experience.
Licensed with IIROC as a Registered Representative OR if not currently licensed:
Successful completion of the Canadian Securities Course (CSC) within the last 3 years prior to commencing in FP role;
Successful completion of the Conduct & Practice Handbook (CPH) within the last 2 years or must be completed within first 90 days in the role.

Completion of the Certified Financial Planner designation within the first 24 months in the role.
Professional team player with excellent relationship management skills, both internally and externally.
Demonstrated ability to gather assets.
Excellent communicator both verbally and written with proven presentation skills.

 

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

 

 

 

My Job 160期:JOB A - PIA Client Service Associate - TD

Company: TD


Position: PIA Client Service Associate

Apply By: ASAP

Job Type: Full time

BayStreet Job ID: 

BAYST111120A

Location: Manitoba Winnipeg

TD Description

Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

 

Stay current and competitive. Carve out a career for yourself. Grow with us. Here's our story: jobs.td.com

Department Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive and rewarding career in wealth.


Job Description
The Client Service Associate will provide quality, efficient and specialized administrative support on multiple and diverse assignments. This position will provide dedicated support to an Investment Advisor (IA) or team of IAs, and may also provide support to other branch staff.


The role will involve a fair degree of complexity and will include, but is not limited to, the following accountabilities


Client - Service & Administration:
Support IA(s) with book of business maintenance and development:
• Provide consistent and accurate administrative support to IA(s)
• Prepare all documentation and provide updates to IA(s) in preparation for client meetings
• Familiarity and adherence to compliance requirements as outlined in PIA’s policies and procedures. This includes all aspects of new and existing account documentation and marketing materials.
• Client service which includes sound operational execution based on knowledge of full service brokerage
• Deliver a legendary (gold standard) client experience
• Accept/create leads & ensure correct referral coding on TD Leads
• Submit marketing pieces for approval and compile client information packages; maintain marketing materials & mail outs via Marketing Express


Job Requirements
Undergraduate Degree or Community College Diploma preferred
• Completion of the Canadian Securities Course and Conduct and Practices Handbook
• Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative (IR) or Registered Representative (RR) - If not licensed, must complete CSC, CPH and 90 days IIROC training program within 6 months of the hire.
Other Qualifications/Skills/Experience:
• Possess excellent communication skills
• Proven ability to deliver a high level of client service
• Detail oriented and highly organized
• Ability to work in a fast-paced and dynamic environment.
• Proficient use of firm software & MS Office Suite 

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

 

 

 

My Job 159期:Senior Associate - Financial Modelling - Beijing PWC

Company: PWC


Position: Senior Associate - Financial Modelling - Beijing

Apply By: Oct 30, 2020

Job Type: Full time

BayStreet Job ID: 

BAYST102420A

Location: Beijing

This is a unique opportunity to support some of the fastest growing financial institutions in the region, and globally, in the development and application of the next generation of quantitative models to be used in financial reporting and business management, including credit risk, market risk and financial instrument valuation related models.

 

We are looking for a manager with the proven technical skills in quantitative modelling, either from industry or consultancy, who wants the challenge of leading teams supporting our clients in the application of best in financial risk management, financial reporting and business management process.

 

Your responsibilities

IFRS9 is the new financial reporting standard driving the next generation of credit forecasting models, which is behind the redevelopment in the approach to credit modelling, with PwC being the leading firm in the region supporting banks in the transition to IFRS9.

As a Senior Associate in our group, you will work with clients and audit teams to build awareness of the IFRS9 credit modelling and/or financial instrument valuation modelling practice,  providing observations on the approaches seen in the market and the acceptability thereof.

 

 

Your role will also include coordinating with the team to perform detailed review and testing of our audit clients’ IFRS 9 models and valuation models, working in consulting engagements with non-audit clients to assist with development or validation of quantitative models. Our clients include small, medium to large sized banks, securities, asset management companies, insurances and fintech companies.

 

  • 2+ years’ experience in a financial services institution, including banking, securities, insurance company, asset management companies, and/or consultancy firms.

  • Experience in modelling and validation of financial risk management models

  • Experience in IFRS 9 ECL models, econometric models, time series analysis, and/or financial instrument valuations.

  • Demonstrated extensive abilities or a proven record of success with supporting efforts related to advising clients or Senior Management in some of the following areas of quantitative risk management:

 

  • Credit risk analytics, workflow and reporting dashboards;

  • Financial instrument (derivatives, convertible bonds, ABS) valuation;

  • Anti-money laundering models;

  • IRRBB models;

  • Basel III regulatory capital modelling;

  • Stress Testing and Capital Planning fundamentals;

  • Economic capital and loan pricing fundamentals;

  • Use and application of credit risk management software, including application of vendor tools

  • Credit origination, servicing and review/approval processes

  • Capital markets and counterparty risk management

  • Other risk management disciplines involving market and operational risks

  • Cash and derivative financial instruments including credit derivatives

 

  • Good presentation and communication skills, and strong project management skills

  • Multi-tasking skills and ability to meet deadlines

  • Experience with programming (e.g. SAS, R, SQL, Python, Matlab, C++ etc.)

  • Willingness to travel (up to 50%)

 

The following experience, expertise and skills are an asset

  • Bachelor above degree

  • Bilingual in Mandarin and English

  • Consulting skills within a professional services and general risk management environment

  • Experience with modelling concepts under IFRS 9

  • Professional designations

My Job 158期:JOB E - ANALYST III - TD

Company: TD


Position: ANALYST III

Apply By: Oct 23, 2020

Job Type: permanent 

BayStreet Job ID: 

BAYST102020E

Location: Toronto

Company Overview
Tell us your story. Don’t go unnoticed. Explain why you’re a winning candidate. Think “TD” if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Department Overview
Capital Markets Risk Management is accountable for the processes for generating and monitoring an independent view of the Profit and Loss, Market Risk, Credit Risk, Collateral Management and Valuation activities of the global trading activities of the Firm. The Customized Solutions Group falls under CMRM, and performs the activities as above. The group supports the Front Office in terms of managing relationships with external clients and regulatory stakeholders, performing cash management and related funding activities, and implementing new market risk policies and updates to existing policies. The group also performs the Profit and Loss, Market Risk reporting and monitoring, Independent Price Verification, and Valuation Adjustments for the Customized Solutions Group desk.


Job Description
• Support the Customized Solutions Group business

• Where applicable, reconcile daily P&L and position reports to front office P&L estimates or other system reports.

• Obtain daily Front Office P&L sign-off. Adhere to Capital Markets Risk Management policy regarding the escalation of non-compliance with sign offs to upper management.

• Provide analysis of P&L and investigate and resolve all discrepancies/differences in a timely manner, as required.

• Generate accurate and complete processes to measure and report on market risk and ensure that all risk reports are submitted as per reporting guideline

• Provide analysis, reporting and monitoring of risk exposure and adhere to Trading Risk Standards with regards to violations and escalation of production issues

• Ensure that all late or missing reports and related process metrics are recorded, documented and explained appropriately.

• Where applicable, complete end of period accounting, reconciliations, and reporting

• Review current processes and pro-actively make changes or propose initiatives to improve efficiencies in order to provide more effective business support.

• Ensure internal control processes are adequate and documented appropriately as per the Trading Risk Standards.

• Ensure process reviews are conducted in accordance with Trading Risk Standards

• Ensure risks within portfolios covered are correctly measured, aggregated, and analyzed in accordance with established and approved market risk policies

• Ensure that all assumptions and limitations are understood, documented, and approved for all market risk policies

• Execute infrastructure changes with regards to implementation of new or revised market policies or processes and ensure that changes are executed in accordance with Capital Markets Risk Management change control procedures and EUC standards. Internal

• Ensure internal control processes are adequate and documented appropriately as per the Trading Risk Standards.

• Ensure process reviews are conducted in accordance with Trading Risk Standards

• Ensure that all assumptions and limitations are understood, documented and approved for all market risk policies

• Execute infrastructure changes and ensure that changes are executed in accordance with Capital Markets Risk Management change control procedures and EUC standards.

• Liaise closely with the Bank’s front office traders, market risk control, audit, technology groups, and other stakeholders to assist in meeting the Bank’s objectives.

• Perform ad-hoc analyses as required by management and ensure that projects and initiatives are approved as per Capital Markets Risk Management Change Management procedures.

• Maintain a good understanding of the analytical principles underlying the pricing and risk management of financial derivatives, including issues that arise regarding financial modeling of products for risk purposes.


Requirements

Excellent knowledge of internal controls and accounting.

• Ability to work under pressure and deliver excellent result.

• Strong analytic, problem-solving, conceptualization and strategic thinking skills.

• A general understanding of market environments and trading businesses.

• Knowledge of risk measurement techniques gained through academic study and practical experience.

• Knowledge of interest rate derivatives, fixed income, and foreign exchange products at a level generally gained through practical experience.

• Excellent PC skills in Microsoft Excel, Access, Powerpoint, and VBA programming.

• Knowledge of Valuation Services, MRI, Darwin, Calypso and Bloomberg an asset.

• Maintain a good understanding both of the financial markets in general and the various products employed by the business.

• Strong interpersonal and communication skills with the ability to translate technically complex issues for the benefit of others.

• Independent thinker and takes initiative to capitalize on opportunities and minimize problems in order to achieve job accountabilities.

• An enthusiastic, positive and cooperative individual who can work independently and function well in a team environment.

• Excellent verbal and written communication skills.

• Motivated achiever with good organizational and time management skills
Additional Information


This field can be completed by the Hiring Manager to provide the Recruiter with any additional information


Hours
37.5


Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

My Job 158期:JOB D - Investment Banking Associate - Real Estate- RBC

Company: RBC


Position: Investment Banking Associate - Real Estate

Apply By: Oct 23, 2020

Job Type: permanent 

BayStreet Job ID: 

BAYST102020D

Location: New York 

What is the opportunity?

The role will support the Investment Banking Real Estate team at RBC.

 

What will you do?

  • Execute transactions, new business presentations and meetings, and other such duties

  • Work with Analysts to develop pitch books and related client materials

  • Proactively identify operational risks/ control deficiencies in the business

  • Review and comply with Firm Policies applicable to your business activities

  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis

 

What do you need to succeed?

  • Bachelor’s degree and MBA, MA or MS or equivalent with emphasis in finance/accounting

  • Minimum of one year of Investment Banking experience and previous experience in the Real Estate space is highly desired

  • Solid understanding of capital markets and spreadsheet modeling

  • Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting

  • Highly motivated with demonstrated ability to manage conflicting priorities and requests

  • Ability to take initiative and function independently, balanced with strong teaming skills

  • Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization

  • FINRA Series 79 & 63 licensed

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation

  • Leaders who support your development through coaching and managing opportunities

  • Ability to make a difference and lasting impact 

  • Work in a dynamic, collaborative, progressive, and high-performing team 

 

 

Join our Talent Community
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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.

My Job 158期:JOB C - Senior Analyst, Metrics and Analytics - CIBC

Company: CIBC


Position: Senior Analyst, Metrics and Analytics

Apply By: Oct 23, 2020

Job Type: Full time

BayStreet Job ID: 

BAYST102020C

Location: Toronto

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.


To learn more about CIBC, please visit CIBC.com

Job Description 


What You’ll Be Doing


Credit Adjudication team is responsible for the adjudication of Personal Lending across multiple brands (CIBC, Simplii and specialized brands), products (Secured and Unsecured) and distribution channels (Branch, Telephone, Internet,  and Mobile).  This unit also adjudicates the relatively higher dollar, higher risk profile, more complex credit applications submitted by Retail Banking.  CA is responsible for leading and managing a team of over 300 individuals located in regional offices in Montreal, Toronto and Vancouver.


The Senior Analyst, Metrics and Analytics, Credit Adjudication will provide ongoing reporting and analytical support to improve risk management controls and optimize business performance. The incumbent will be responsible for in-depth data understanding, root-cause analysis, statistical analysis, scenario analysis and forecasting across different segments within CA to  drive efficiency and increase insights into risk management practices and other CA processes. In addition, the Senior Analyst will lead and support evolving analytics capabilities (including development of new metrics, the use of new tools and methodologies, and databases).  Your day will be spent liaising and establishing relationships with various lines of business personnel to identify and solicit the appropriate information for purposes of analysis, business case development , while managing multiple activities of varying complexities and maintaining the highest quality of output.


How You’ll Succeed
Data Driven Solutions: Actively work with other business partners across the organization to ensure that work is aligned to our mandate and objectives.   Lead and support in-depth client insights studies using SAS, and create an analytical framework to help solve key business questions and test hypotheses. A strong understanding of reporting, analysis and data mining combined with  practical industry experience is required here


Business Partner Relationships: Lead and assist in preparing comprehensive presentations as needed to highlight key insights from deep dive analysis along with any recommendations that can be adopted to help address gaps or opportunities.  Manage a number of high priority requests to support management in order to support the bank’s strategy. Interact and work effectively across multiple internal teams, and establish a process to facilitate data/information sharing that ensures a consistent, common understanding of key client metrics.


Project Execution: Own and lead projects from inception to execution – such as, working with all stakeholders across the organization to develop a holistic client contribution framework & assessment to the automation of the entire process. Stay abreast of industry best practices regarding analytical methods and technologies.
 
Who You Are 
You can demonstrate experience in At least 3-5 years’ experience and strong skills in data extraction/manipulation and statistical analysis tools, including SAS (required), SQL; comfort with exploring how new and emerging data can be used Knowledge of data visualization tools such as Tableau, MicroStrategy etc.. an asset. Working in applied data & analytics problems in retail banking, including is an asset.  Experience creating Access/VBA based reporting databases is an strong asset


 You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.


You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to create a shared vision. 


Your influence makes an impact. You know that relationships and networks are essential to success.  You inspire outcomes by making yourself heard.


You have a degree/diploma in a relevant bachelor’s degree in Engineering, Computer Science, or quantitative discipline such as Applied Statistics; related banking/business/finance knowledge is considered an asset
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. 

My Job 158期:JOB B - Senior Consultant Transaction Services | Mergers, Integrations, & Carve-Outs | Corporate Finance & Restructuring - FTI Consulting

Company: FTI Consulting


Position: Senior Consultant Transaction Services | Mergers, Integrations, & Carve-Outs | Corporate Finance & Restructuring

Apply By: Oct 23, 2020

Job Type: Full time

BayStreet Job ID: 

BAYST102020B

Location: United States, Texas, Houston

 

About the Role

In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.

 

Our Business Transformation, Transactions Services team helps our clients across the entire life cycle by bringing our on-point industry and deal expertise to conduct due diligence, integrate, value, and provide key communications around all aspects of the transaction. Our team offers competitive advice and support by evaluating the risk/return considerations in all stages of the deal continuum.

 

What You’ll Do

The Senior Consultant in the Mergers, Integrations, & Carve-Outs (MICO) Practice will work with clients in domestic and multinational companies across various and diverse industries.

 

The Senior Consultant will work with our clients and teams to improve efficiency and effectiveness at all stages of integrations and carve-outs; from helping assess and identify inorganic growth opportunities, to carving out and divesting parts of the business and every aspect in-between. As a Senior Consultant, you will make an impact by leveraging your education and experience to address key business issues and help tailor solutions to each unique situation. 

 

Additionally, the Senior Consultant will help facilitate and execute functional integration and carve-out work streams and assist the client teams through the process lifecycle (current state, interim/desired state) and operating model development and optimization.

 

How You’ll Grow

This is an excellent opportunity to enhance and expand your background across mergers, integrations, and carve-outs and engagement management and project delivery; while also gaining valuable management and developmental experience.  You will have the opportunity to partner with our internal teams and diverse clients across various industries and continue to grow in new and complex functional areas and technologies. 

 

Basic Qualifications

  • Bachelor’s Degree in Accounting, Finance, Informational Systems, Economics, or related field of study.

  • CPA certification, or in-process of obtaining a CPA or other qualified credential.

  • 3+ years of relevant experience in a consulting or professional services firm.

  • Advanced problem-solving and issue resolution skills.

  • The ability to conduct detailed research on products, markets, competitors and customers to identify risks and opportunities.

  • Professional verbal and written communications; including report writing.

  • Understanding the qualitative and quantitative aspects of business problems; with the ability to link business strategy to performance and due diligence findings.

  • Advanced proficiency in MS Excel, PowerPoint and full MS Office suite.

  • Experience using project management tools; such as Microsoft Project, SmartSheet, or others, is preferred.

  • The ability to work with big data sets to conduct research and analysis on products, markets, competitors and customers to identify risks and opportunities, draw conclusions, and effectively communicate data is preferred.

  • Experience in using Tableau or similar data analytics tools is preferred.

  • Understanding business process analysis; with the ability to assess current process and make recommendations.

  • Ability and willingness to learn and adapt in an ever-changing environment to meet client needs.

  • Ability to travel up to 80%

#LI-SC2

 

Our Benefits

 

Apart from the well-structured career path and excellent team environment, our employees enjoy a variety of perks and benefits. Our benefits include, but are not limited to:

  • Competitive salary and bonus plans

  • Generous paid holidays, time off and parental leave

  • Full package of benefits plans

  • Company matched 401K

  • Annual paid volunteer hours

  • Corporate matching for charitable donations

  • Potential for flexible working arrangements

  • Free snacks and drinks

  • Upscale offices close to public transportation

  • Pet insurance

 

About FTI Consulting

 

What makes us unique? With more than 5,000 employees located in offices in every corner of the globe, we are the firm our clients call when their most important issues are at stake. Regardless of what level you are, you will have the opportunity to work alongside and learn from top experts in your field on high-profile engagements that impact history. Our culture is collaborative, and we value diversity, recognition, development and making a difference in our communities.

 

FTI Consulting is publicly traded on the New York Stock Exchange and has been recognized as a Best Firm to Work For by Consulting magazine and one of America’s Best Management Consulting Firms byForbes.

My Job 157期:Senior Manager, Exposure and Capital Analysis IFRS9 - Scotiabank

Company: Scotiabank


Position: Senior Manager, Exposure and Capital Analysis IFRS9

Apply By: Oct 15, 2020

Job Type: Full time

BayStreet Job ID: 

BAYST101320

Location: Toronto

Senior Manager – IFRS 9

As part of Scotiabank Global Risk Management, the Exposure and Capital Analysis (ECA) group is at the forefront of managing the Bank's credit risk capital in response to current regulatory & market changes and risk management initiatives.

 

The Senior Manager takes initiatives to evaluate, improve and assist in IFRS 9 implementation and analytics. The Senior Manager provides better tools for business decision and ECL measures.

 

What you'll do in this role?

IFRS9: Provide credit risk analytics and insights of Expected Credit Loss (ECL), Provision for Credit Loss (PCL) and capital to internal clients, including Executive Offices, Finance, Business lines, Countries, and Global Risk Management executives.

 

Understand key components of IFRS9 models such as PD, LGD, EAD and macroeconomic factors.

 

Continuously find ways to improve the efficiency and accuracy of the ECL process.

 

Work closely with key stakeholders in developing the IFRS 9 end-to-end process, which includes project planning, data reconciliation, model implementation, control process, governance and reporting.

 

Apply specialized knowledge of Expected Credit Loss methodology, ECL analytics, and provide insights to Credit Risk SVPs in order to ensure the adequacy of IFRS9 provisions reported in external disclosures.

 

Review regular reports presented to Senior Credit Committee, Risk Policy Committee. Review and ensures the accuracy of ECL and PCL for internal and external disclosures. Collaborate with internal stakeholders such as Internal Ratings Management, Enterprise Stress Testing, Information Technology & Systems (IT&S), Business Lines, and Enterprise Risk Management for methodology improvement to ECL.

 

Ensure compliance with relevant internal policies, procedures and regulatory requirements. Produce regular credit risk reports and analytics for regulatory requests (i.e. OSFI templates), statutory reporting and business line support. Responsible to perform and review analysis on ad-hoc questions from senior management and business lines. What we're looking for? Master’s in Business, Finance, Mathematics or Statistics is preferred. Professional qualification such as CFA / FRM / PRM is an added advantage.

 

3-5 years’ work experience related to financial risk analytics and/or quantitative finance is required. Strong understanding and demonstrated experience with statistical models Knowledge in IFRS 9, credit risk metrics, regulatory capital, and quantitative finance is highly desired.

 

Strong programming skills, SQL and Python is an asset Strong organizational and analytical skills. Strong verbal and written communication skills and proven problem-solving skills.

 

Comfort and experience working in a project context and juggling multiple competing priorities People management experience is an asset This position is located in downtown, Toronto.

 

Location(s): Canada : Ontario : Toronto As Canada's International Bank, we are a diverse and global team.

 

We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted

My Job 156期:Priority Relationship Manager-Standard Chartered

Company: Standard Chartered


Position: Priority Relationship Manager

Apply By: Oct 15, 2020

Job Type: Full time

BayStreet Job ID: 

BAYST101020

Location: Greater China and North Asia-China-Shanghai

About Standard Chartered 

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  

 

To us, good performance is about much more than turning a profit.  It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good. 

 

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

 

Scope of Role:

Customer sales and service

职责范围:

 

客户销售与服务

 

The Role Responsibilities

  • Deliver allocated performance targets for various product VSs.

  • Maintain relationship with customers and deliver superior customer service to ensure customers’ needs are met

  • Enhance bank-customer relationships by expanding existing customers’ portfolio holdings

  • Actively participate in Priority Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.

  • Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs

  • Accountable for implementing and complying with AML requirements when performing duties

  • Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.

  • Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures. 

  • Keep updated on the events in the financial industry.

  • Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work. 

  • Ensure timeliness & managing customer’s complaint.

主要工作职责/挑战:

  • 实现领导安排的各个产品的业绩指标

  • 维护与客户的关系并提供卓越的客户服务以确保满足客户需求

  • 通过扩大现有客户的投资组合加强客户与我行的关系

  • 积极参与优先理财/其它银行营销项目,以获取新客户。另外,向现有客户进行交叉销售。

  • 主动发现具有“优先理财”资质的个人理财客户, 并发掘其投资理财需求

  • 负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。

  • 遵循银行的管理手册,操作手册和所有部门相关产品的既定政策。

  • 学习并了解一切相关条例以及内部风险与合规的政策与程序

  • 保持对金融行业相关动向的敏感。

  • 积极参与银行组织的培训项目,会议和简报会,并保证将学习到的技能和知识运用到日常工作中。

  • 确保客户投诉的时效与管理

Our Ideal Candidate

  • A University graduate.

  • Have sales experience gained in the banking and financial services industry or other industries.

  • Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.

  • Good investment counseling and analytical skills.

  • Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.

  • Team player who shows initiative and assertiveness.

  • Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.

  • Good command of both spoken and written English and Mandarin

职位要求:

  • 大学本科学历。

  • 具有银行和金融服务行业或其它行业的销售经验。

  • 熟悉银行产品、服务、银行程序、股票市场、单位信托以及其它个人投资服务。

  • 具备良好的投资咨询和分析技巧。

  • 出色的人际关系能力和沟通能力,能在复杂场合应付自如。

  • 具有团队意识,主动坚定。

  • 有上进心,能自我激励,不断提高人际交流能力和技巧,以满足工作要求。


My Job 155期:JobA - Business Intel Engineer II - Amazon

Company: Amazon


Position: Business Intel Engineer II

Apply By: Oct 09, 2020

Job Type: Full time

BayStreet Job ID: 

BAYST100520A

Location: Toronto

DESCRIPTION

The team is responsible for providing actionable performance metrics, causal attribution, and future predictions in a format that is easy to digest at the highest levels in the organization. These business insights highlight areas of risk and opportunity, performance outliers, and assist in making well-informed, data-based business decisions. Using this information, we will help business leaders develop a strategy on what company-wide investments to make and the level of their importance.


As a Business Intelligence Engineer, you will solve real world problems by analyzing large amounts of business data, defining new metrics and business cases, designing simulations and experiments, creating models, and collaborating with teammates in business, software, and research. The successful candidate will have a strong analytical background and can thrive in an environment that leverages statistics, machine learning, operations research, econometrics, and business analysis.

BASIC QUALIFICATIONS

· Graduate degree (MS or equivalent) in Mathematics, Statistics, Operations Research, Economics or a related quantitative field.
· 2+ years of relevant experience in Business intelligence or business analytics.
· 2+ years of hands-on experience in writing complex, highly-optimized SQL queries across large data sets.
· Experience with managing large and disparate data sources
· Familiarity with AWS data solutions such as S3 and Redshift
· Excellent writing skills for presenting business cases and to document the models and analysis and present the results/conclusions in order to influence important decisions
Language required for job: English

PREFERRED QUALIFICATIONS

Applicants must meet all qualifications above.


Benefits: Amazon provides a full range of benefits for our global employees and their eligible family members. Eligible employees may also receive signing bonuses and Amazon Restricted Stock Units. This position is eligible for further pay increases and bonuses at the company's discretion. While they might vary from location to location, Amazon benefits for Canada may include:
• Health Care
• Savings Plans
• Income Protection
• Paid Time Off
• Signing Bonuses
• Employee Stock

My Job 155期:Job B - BUSINESS ANALYST - TD

Company: TD


Position: BUSINESS ANALYST

Apply By: Oct 09, 2020

Job Type: Full time

BayStreet Job ID: 

BAYST100520B

Location: Toronto

Job Description

Tell us your story. Don’t go unnoticed! Explain why you’re a winning candidate. Think TD Securities, Global Operations & Business Services if you crave substantial work and adopt change like we do.
With offices located around the world, the strength of our teams lies within our diverse and dynamic group of employees delivering continued business success through leadership, collaboration, innovation and a forward-thinking approach. We thrive on the challenge to be our best, pushing beyond the status quo and working together to deliver trusted advice to help our clients.
We want to hear from you if you’re passionate, collaborative and innovative with a forward-thinking mindset to join our diverse teams.
In the Payment and Correspondent Banking Services space here’s some of the meaningful work you’ll perform:

  • Adds to a culture of innovation by actively seeking ways to enhance the capability and performance efficiency, efficacy and success of TD Securities

  • Work with key partners to ensure effective communication, integration of project issues and clear articulation of business requirements pertaining to operational impacts

  • Use negotiation and influencing skills to build consensus among diverse groups to ensure project deliverables are met

  • Ensures end-to-end delivery of projects (make-it-happen) on expected time, scope and budget

  • Develop and coordinate test strategy and plans ensuring alignment to agreed upon business requirements and participate in the testing of developed systems/solutions

  • Dependent on Waterfall or Agile Project Methodology, document Business or Partner Requirements or User Stories

  • Assume an “ownership” role, on behalf of Global Operations (per bank guidelines) to ensure deliverables meet business and end-user requirement and conduct implementation and post implementation activities

  • Understand and validate the conceptual business needs to capture the Business Requirements by using such techniques – Requirements Gathering Interviews, Requirements Gathering Workshops, Observation and Surveys

  • Manages resolution of issues and risks effectively and if required timely escalation

  • Communicates effectively project status communication to stakeholders

Requirements

  • Pro-active in designing and implementing strategies that significantly mitigate risk

  • Excellent relationship management skills with demonstrated inter-personal skills, conflict resolution, and negotiating skills

  • Good presentation skills, with an ability to manage by positive influence and work effectively with a number of partners

  • Strong working knowledge of project management techniques and tools including Microsoft Project, JIRA and Confluence

  • Strong business insight, proven/strong conceptual, analytical and problem-solving ability

  • Flexible and able to quickly adapt to unfamiliar, ambiguous or changing conditions

  • Knowledge of SWIFT, life cycle of a payment and Global Transaction Banking services would be an asset

  • Acquire technical skills (software languages; Alteryx, UI Path, JAVA, JavaScript, VBScript, Selenium and tools; VMWare, Apache Tomcat, Eclipse, TeamCity) to create/maintain testing automation, would be an asset.

  • PMP designation would be an asset

At TD, we are committed to cultivating an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know, and we will work with you to meet your needs.

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

My Job 155期:Job C- Client Advisor Internship Program, Winter 2021 - RBC

Company: RBC


Position: Client Advisor Internship Program, 

Apply By: Oct 09, 2020

Job Type: Intership

BayStreet Job ID: 

BAYST100520C

Location: Toronto

What is the opportunity?

Open the door to the first of many opportunities at RBC and experience the challenges and rewards of working in the financial services industry.  If you have the drive to deliver exceptional customer service, you can build a great career with us and gain progressive learning opportunities year over year through our Summer Internship Program.
 

In the first year, you gain foundational skills as a Client Advisor, the face of RBC. You work on the front lines, serving clients, carrying out transactions, solving problems and spotting sales opportunities. This is an important role providing advice to clients and finding solutions that meet their individual needs.

What will you do?

- Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch

- Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact

- Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions

- Understand & resolve client concerns, where possible, at first point of contact

- Educate & assist clients with using RBC digital capabilities

- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed?

Must-have

- Proven customer service skills
- Drive and self-motivation, as well as excellent communication skills and emotional intelligence
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Personal flexibility to work a variety of hours including evenings and weekends
- Eagerness to learn and determination to succeed

Nice-to-have

- Sales experience in the financial or service industry

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
 

- Excellent career development and the potential to return each summer for progressive opportunities until graduation 
- A world-class training program in financial services
- A comprehensive Total Rewards Program and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team

About RBC

Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.

Get Career Alerts

Stay in-the-know about great career opportunities at RBC. Sign up for Career Alerts  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 rbc.com/careers.

 

Inclusion and Equal Opportunity Employment

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

My Job 154期:JobB - Financial Analyst, Finance & Accounting Program - Winter 2021, Multiple locations

Company: Manulife


Position: Financial Analyst, Finance & Accounting Program - Winter 2021

Apply By: Sept 12, 2020

Job Type: Coop

BayStreet Job ID: 

BAYST200909B

Location: Multiple locations

Job Description

Please apply to Manulife online by including your resume, transcript, co-op work history (if applicable), and a cover letter in one PDF file

 

The Opportunity:

To maintain our leadership role as one of the largest and most professional financial services companies in North America, we strive to hire exceptional students from university and college accounting and business programs. 

 

 

Canadian Accounting & Finance Co-op Program:

Thinking about becoming a CPA? This program (available in Kitchener–Waterloo and Toronto) gives students pursuing CPA in university and college an opportunity for real world experience in finance and accounting areas. The co-op program is also used as a pipeline for the CPA Development Program for those that intend to pursue a CPA designation.

 

 

The student experience we have to offer:  

  • Build a network of fellow students on coop/internship assignments

  • Program offers Mentorship, Lunch ‘n’ Learn opportunities, Round table with Leaders, and other exciting events

  • Attend events on a monthly basis with guest speakers from various departments within our organization to further develop your skills as a professional. 

  • Learn about our culture and core values

 

As a finance and accounting co-op, you will develop technical expertise, build business acumen, develop leadership skills and expand your breadth of knowledge. This is an opportunity to work with highly talented accounting professionals in a supportive learning environment, affording you the technical and business talents required in today's competitive environment.

 

 

Roles for the upcoming co-op term are from multiple disciplines:

Financial Reporting, Management Analysis, Controls Program, Internal Audit, Corporate Tax, and Finance Transformation. 

 

 

What you will be accountable for:

The primary responsibility of the incumbent is to work in conjunction with teams across Manulife to provide analysis and accounting support:

  • Provide support and manage aspects of reporting while understanding monthly and quarterly deliverables

  • Prepare monthly reports including analysis related to job functions

  • Meet with leaders to review submissions and highlight possible risks and opportunities while taking initiative to escalate issues impacting reporting functions

  • Support Month-end production and reporting work, including: journal entries, budgets, adjustments, Actuals to Budget analysis, consolidating Reporting packages

  • Develop an understanding of investigating financial ledger, statements and journals using various software and excel

  • Develop an understanding of related accounting, reconciling and analyzing balance sheet and income statement accounts while managing within Corporate standards

  • Lead the continuous improvements of existing reporting processes

 

 

The skills and qualifications you will need to be successful:

  • Pursuing a business or accounting university/college degree

  • General business knowledge with an interest/aptitude in accounting and finance

  • Strong proficiency in Microsoft Excel and Power BI

  • Strong mathematical, analytical and problem-solving skills

  • Flexibility to work as a team member and independently

  • Attention to accuracy and detail is critical

  • Ability to prioritize and work effectively in a deadline-oriented environment

  • Ability to exercise judgment and flexibility

  • Aptitude to identify and make recommendations to streamline existing processes 

  • Support the development & implementation of new processes

  • Responds to challenges and opportunities in a positive and productive manner

  • Well-developed interpersonal, organizational and communication skills

  • Knowledge of Access and Visual Basic is required for some roles

 


If you are ready to unleash your potential it’s time to start your career with Manulife / John Hancock.

 

About Manulife

 

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of June 30, 2020, we had $1.2 trillion (US$0.9 trillion) in assets under management and administration, and in the previous 12 months we made $30.6 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

 

Manulife is an equal opportunity employer.   We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals.  We are committed to fair recruitment, retention and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground.

 

It is our priority to remove barriers to provide equal access to employment.  A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

My Job 154期:JobA - CPA Development Program 2021 - Manulife Toronto, KW, Montreal or Halifax

Company: Manulife


Position: CPA Development Program 2021

Apply By: Sept 12, 2020

 

Job Type: Full-time

Salary Range: About $60,000

BayStreet Job ID: 

BAYST200909A

Location: Toronto, KW, Montreal or Halifax

 

CPA Development Program

 

To maintain our leadership role as one of the largest and most professional financial services companies in North America, Manulife Financial is dedicated to offering accounting professionals a challenging and rewarding career. The CPA Development Program offers an exciting opportunity to learn about Manulife's distinct businesses, and to experience a variety of finance functions, enabling you to diversify your career development and growth.

 

We are seeking exceptional leaders graduating from university accounting or business programs in 2021, enthusiastic about pursuing a career in accounting as a Chartered Professional Accountant (CPA). Our graduate positions offer an opportunity to work with a highly skilled team in a supportive learning environment, providing the technical and business skills development you need to begin your dynamic career.

 

In addition to our competitive salary and company benefits, Manulife supports you to achieve your CPA designation through study time, mentorship, and financial assistance for courses and exams. We are committed to developing our finance community members into superior accountants and business leaders.

 

We are committed to fostering an environment where all employees can develop their skills and are recognized for their achievements. Our employees will determine the future of our success.  In order to recruit and retain the best and brightest employees, we continually invest in the development of our human resources and reward superior performance.

 

Rotations and Mentorship

 

As a member of the CPA Development Program, you will obtain the background and assistance needed to become a productive member of the Company’s finance organization. The formal rotational program is based on a hybrid of the CPA pre-approved and experience verification path and will allow you to gain invaluable work experience through placements in teams of highly dedicated individuals across different areas of the organization. Rotations in the following areas can include Internal Audit, Financial Reporting, Expense Management, Corporate Controllers, and Taxation.

 

You will also be provided with a CPA mentor that will provide oversight to ensure the participants are receiving a broad range of opportunities and exposure to various topics and individuals.

 

Key Accountabilities:

  • Provide support and manage aspects of reporting financial results while understanding Corporate timelines

  • Meet with management to understand submissions and highlight possible risks and opportunities while taking initiative to escalate issues impacting financial results

  • Prepare monthly management information package including analysis

  • Support / collaborate on the development of reports that provide new or additional information concerning financial and business performance

  • Ongoing analysis of work flow processes and establishment of new procedures and process improvements

  • Develop an understanding of related accounting, reconciling and analyzing balance sheet accounts while managing within Corporate standards and updating accounting models, procedures and documentation

 

Qualifications:

  • Committed to attaining a CPA certification in a global financial services organization

  • Accounting aptitude demonstrated through academic excellence, preferably with an Accounting or Finance related degree, as well as relevant work experience

  • Well-developed interpersonal, organizational and communication skills

  • Solution-oriented with strong analytical and problem solving skills

  • Self-starter and team player with a high level of initiative, strong work ethic and the ability to gather, synthesize, organize and report information

  • Strong proficiency in Microsoft suite of products

  • Aptitude to identify and make impactful recommendations, improve existing and developing new processes

 

Business Intelligence Stream

 

In addition of the traditional CPA rotation program, for candidates demonstrating a high degree of technical aptitude demonstrated through co-op work experience and academic credentials, Manulife also offers the opportunity to gain experience in the business analytics functions. The business intelligence stream candidate will receive a 12-month rotation in a business analytics function in addition of the rotations in traditional accounting role.

 

In this role, you can be expected to perform the following:

  • Provide relevant, actionable insights to business leaders using detailed product, client, and industry data

  • Become a data detective, and discover new patterns and trends that will allow the company to further penetrate existing markets, improve profitability, and manage risk

  • Rapidly enhance your data management skills using tools such SQL, SAS, PowerBI, and Python

 

Application Instructions

  • Please submit a resume, cover letter and most recent transcript (unofficial transcripts are accepted)

  • In addition, please complete the supplemental questionnaire below, and attach it along with the requested documents. If you are interested in applying for the business intelligence stream, please make sure to answer the question related to the stream.

 

  1. Manulife’s values are: “Obsess about Customers”, “Do the right thing”, “Think Big”, “Get it done together”, “Own it”, and “Share your humanity”. Our Values are the guideposts that will help us achieve our bold Mission: “Decisions made easier, Lives made better”. Our values define who we are and how we work together: we are a digital, customer-centric market leader that's leading the change customers demand. Please tell us which value resonates with you the most. Please provide examples from your past experiences that help support your answer. (max. 150 words) 

  2. Business Intelligence stream only - Describe your vision of how technology will impact traditional accounting roles, and how your skill set positions you to lead the organization through this transformation?  (max 150 words)

  3. Are you currently pursuing a CPA designation? 

       a. Yes 

       b. No 

    4. If yes above, which stage are you currently at? 

       a. Not started 

       b. PREP 

       c. PEP  

       d. Completed CFE 

    5. What is your salary range expectation? 

    6. Expected start date (i.e., Month/Year)

    7. Preferred location 

       a. Toronto 

       b. Waterloo 

       c. Montreal

       d. Halifax

    8. Below are some of the potential rotations. If available, what would be your top 3 preferred rotations (in order of preference)?

       1. Corporate Controllers –Toronto

       2. Corporate Tax –Toronto

       3. Expense Management – Toronto, Waterloo, Montreal, Halifax

       4. Financial Planning & Analysis –Toronto

       5. Financial Reporting – Toronto, Waterloo, Montreal, Halifax

       6. Internal Audit – Toronto

    9. How did you hear about this opportunity?

 

*Please note that we cannot guarantee all rotational preferences, but we will make every effort to match students to their preferred placements.

 

Visit www.manulife.com/oncampus to learn more about our Canadian Finance & Accounting Programs.


If you are ready to unleash your potential it’s time to start your career with Manulife / John Hancock.

About Manulife

 

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of June 30, 2020, we had $1.2 trillion (US$0.9 trillion) in assets under management and administration, and in the previous 12 months we made $30.6 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

 

Manulife is an equal opportunity employer.   We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals.  We are committed to fair recruitment, retention and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground.

 

It is our priority to remove barriers to provide equal access to employment.  A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

My Job 153期:Job A - TD Bank Trilingual Mutual Fund Representative (Mandarin & Cantonese) 

Company: TD Bank


Position: Trilingual Mutual Fund Representative

Apply By: June 16,2020

 

Job Type: Full-time

Salary Range: 55000-60000 + Bonus

BayStreet Job ID: 

BAYST200615A

Location: Markham

 

Job description

As an Investment Consultant your responsibility will be to contribute to the Phone Channel's business results by providing prompt, courteous and an efficient experience that exceeds customer’s expectations. Contribute to effective cost and risk control through productivity and adherence to corporate processes and controls. Achieve Money-In Advice sales targets through the recommendation of appropriate products and services to meet our ever changing customer needs. Successful candidates will be able to recognize and successfully leverage opportunities to further expand our client’s business relationship with TD Canada Trust through cross-selling our additional base of personal products and services and referring appropriate customers to our Wealth partners.

Department Overview

The Investment Services, Money-In Advice team is a fast paced, high volume, dynamic contact centre environment. Understanding the synergy and dependency between the customer experience, sales and operational excellence, this team uses a balanced scorecard approach to measure the health and success of our business. We are looking for enthusiastic, energetic individuals who are interested in being part of a team committed to delivering a superior customer experience.

Job Requirements

  • Candidates are required to have successfully completed the Investment Funds Institute of Canada (IFIC). Preferred candidates will have completed the Canadian Securities Course (CSC) within the last three years or have been licensed to sell mutual funds within the last three years. Candidates will be encouraged to complete the CSC, however, this is not a requirement.

  • Excellent customer service skills

  • Superior interpersonal and communication skills

  • Strong financial market knowledge in order to provide informational solutions and advice to all our customers

  • Proven competency in sales interactions and ability to identify opportunities to grow the business in all channels (including retail/wealth partners)

  • Ability to multitask and exhibit excellent attention to detail while consistently following established procedures and processing transactions

  • An effective team player who enjoys taking an active and enthusiastic role in campaigns and achieving all business building initiatives

  • Willing to participate in and contribute to all coaching activities

  • Successful candidates must be flexible to work a variety of rotating shifts between the hours of 8:00 am and 10:00 pm, Monday through Friday, Saturday and Sunday from 10:00 am to 6:00 pm, including statutory holidays.

  • Additional Information

Additional Information

  • Full flexibility required: Monday to Friday from 8am - 10pm, Saturday day from 10am to 6pm 

  • Mandatory Training: Monday to Friday  - 6 weeks 

  • Tri-lingual: Mandarin/Cantonese/English required

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