Title: Financial Planner

A career as a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. 

Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. In this role, you will join our client where you will be recognized and where you can make a positive impact!

Your job

• Realize personalized financial planning that will meet the needs and objectives of your clients
• Identify clients' investment and financing needs in order to offer them the best financial planning solutions
• Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
• Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
• Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules

Your team

As part of a large team of colleagues in the Personal Banking sector, you will report to the Financial Planners Manager. You will be responsible for the clientele of three branches in the Mississauga region (Britannia Road, EglintonAve and 350 Burnhamthorpe).

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.

Prerequisites

• Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
• Certified Financial Planner (CFP) designation or on track to become CFP in the next 12 months
• Mutual Funds Representative (MFR) License
• Portfolio management experience with business development objectives to achieve
• Good team player and have a collaborative spirit.

This position requires you to be present in the workplace to fulfill client and operational needs. 

Our client wants to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, our client offers work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

Position: Director of Accounting 

Our client:

Our client is a single-family office with direct real estate investments and a diverse portfolio of other entities and assets.

General Description:

The Director of Accounting is responsible for overseeing and optimizing the daily operations of the accounting department. This role ensures the accuracy and completeness of financial records and supervises the production of financial statements. The Director also serves as a liaison between external auditors, lawyers, and banks.

Key Responsibilities:

• Direct and streamline the daily processes and operations of the accounting department.
• Supervise the preparation and accuracy of monthly, quarterly, and annual financial statements.
• Implement and maintain accounting policies, procedures, and principles to enhance efficiency and ensure compliance with government, financial, and tax regulations, as well as accepted accounting standards.
• Manage banking accounts, monitor cash flow and loans, and collaborate with banks to minimize fees.
• Prepare special financial reports, analyze financial data, and track and consolidate revenues and expenses.
• Work with tax advisors to optimize the company's legal and financial structure for tax efficiency.
• Lead and develop the accounting team, providing guidance and support to accounting professionals and support staff.

Position Requirements:

• Strong background in accounting, with experience managing and leading a team.
• Bachelor's degree in Accounting and a CPA designation.
• At least 3 years of managerial experience.
• Experience with complex organizational structures and a variety of entities.
• Knowledge of Simply Accounting, HOPEM, and QuickBooks is an asset.
• Bilingualism (English and French) is an asset.
• Reports directly to the EVP and CEO.

Position: Investment Accountant

The Investment Accountant is responsible for ensuring our clients’ Investment Accounting records

are accurate and in line with the Trustee. Investment transactions may include pooled funds,

private placements managed by our client and its external managers as well as derivative financial

instruments such as futures, options, swaps, repurchase agreements (repos) and currency

hedges.

The incumbent provides support and assistance in preparing accurate and timely transactional

and financial statements for our investment professionals and clients. These records serve as the

foundation for informed decision-making, cash flow management, performance benchmarking

and compliance with legal requirements.

Specifically, this responsibility includes, but is not limited to:

• Prepare daily cash projections and act as central point of contact for our Traders

    regarding daily cash flow requirements.

• Reconcile positions with the Trustee and resolve any discrepancies.
• Prepare monthly reports; analyze and explain any variances.
• Liaise with the clients, providing data, answering any queries, creating special

    reports, or resolving discrepancies.

• Prepare the year end audit files, the annual financial statements and assist auditors

    by providing necessary documentation and support throughout the audit process.

• Assist in designing reports or queries that will facilitate/automate various manual

    processes and suggest procedural improvements.

Level of Education Required:

• Bachelor of Commerce degree with an Accounting major.

Work Experience:

• 5+ years of investment/portfolio accounting.
• Pension fund investments and/or Finance experience is preferred.

Specialized Education in addition to above:

• Canadian Securities Course (CSC) is preferred.
• Derivatives Fundamentals Course (DFC) is preferred.

Skills:

• Mature, proactive, and autonomous team player.
• Excellent analytical and organization abilities with superior attention to detail.
• Excellent communication and interpersonal skills.
• Fluently Bilingual.
• Strong Computer skills: MS Office.

Position: Analyst, Investment Accounting

Opportunity:

Reporting directly to the Senior Manager, Investment Accounting, the analyst primary function is to ensure the proper accounting and reporting of all investment related activities for all assets and liabilities for our client and its subsidiaries. The analyst will also play a key role in the preparation of various financial analysis, and other ad-hoc reports.

Primary Responsibilities:

• Review all working papers and reports in order to ensure sufficient audit work was completed to support the accuracy and completeness of all investment accounting data in the accounting system and management system
• Ensure that all positions held, cost, and market valuations have been validated
• Ensure that all prices uploaded in the accounting and management systems are accurate and complete
• Process AP invoices and payment while maintaining necessary control documentation
• Prepare bank deposits, bank reconciliations, and handle GST
• Ensure on-going compliance of all investment processes and internal controls
• Prepare the monthly financial statements including processing of journal entries and other financial data required
• Prepare month-end reports including analysis and reconciliation of the balance sheet accounts
• Prepare the year-end financial statements and support data
• Prepare monthly private equity values incorporating monthly capital activity and quarterly reporting
• Prepare consolidated private equity investment report for the investment team
• Provide additional private equity investment information as requested
• Assist with department and team projects
• Actively participate in regular in-house seminars. Provide backup support for proxy voting process and proxy controls maintenance.

Professional Requirements:

• Bachelor’s degree in commerce
• Minimum of 3+ years of experience in a back-office environment within the securities industry and relevant accounting experience, required
• CPA designation, an asset
• Canadian Securities Course, an asset
• Bilingual (French and English)

Desirable Skills and Aptitudes:

• General knowledge and ongoing awareness of accounting and auditing principles (ASPP, ASPE and IFRS)
• Sound understanding of the investment industry, required
• Experience in real estate sector, an asset
• Experience in corporate accounting, an asset
• Experience with YARDI Breeze, an asset
• Strong computer aptitude with proficiency in Microsoft 365 suite (Excel, Word, Outlook, and Teams)

Title:                Portfolio Administrator

Our client is an independent discretionary portfolio management firm based in Montreal managing investment portfolios for high-net-worth private clients and institutional clients such as foundations.

Our client is looking for someone hardworking, honest, organized, and detail-oriented, ready to join a small but growing firm. The ideal candidate can work well on their own, but also collaborate with colleagues when needed. The incumbent must be comfortable working in a small, fast-paced, entrepreneurial environment where his/her efforts and direct contribution in the success of the firm are recognized and rewarded.

Responsibilities:

Portfolio Administration 60%

• Liaise with broker-dealers and submit investment allocations to custodians
• Prepare monthly, quarterly, and annual reports and ad hoc for clients
• Review daily reconciliations and run daily reports
• Assist the portfolio management team for various requests (reports, research, etc.)
• Review book values and other portfolio data
• Help prepare tax packages

Client Services 20%

• Assist the client services team with client information updates
• Take requests from clients and assist client services as required
• Help manage client documentation, reports, etc…

Office & Other 20%

• Assist Compliance and Operations teams when required (data collection, finding information, etc.)
• Answer phones, greet guests, handle incoming & outgoing correspondence
• Organize files, archive documents, compose letters and translate text
• Various office management tasks
• Help with special projects

Qualifications

• Undergraduate degree or diploma (preferably in a business focused program)
• Knowledge of basic financial instruments (equities and fixed income) or willingness to learn more about investment asset management.
• Experience working in a similar firm (size and industry)
• Proficiency in Microsoft programs (Outlook, Excel, Word, etc.) and willingness to learn new software
• Comfortable with math, formulas, and equations
• Understanding of basic documentation such as contracts and forms
• Strong Interpersonal skills
• Detail Oriented
• Bilingual (oral and written French and English)