56 Corporate Investment jobs in Canada

Portfolio Manager (Relationship Management)

Toronto, Ontario The Successful Investor

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Salary:

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

  • Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
  • Manage, maintain, and enhance SIWMs relationships with its clients.
  • Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
  • Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
  • Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
  • Responsible for Know Your Client and suitability issues.
  • Conduct all activities within a best-in-class culture of compliance and service.
  • Seek opportunities to cross-sell or upsell to existing clients.
  • Grow the business by identifying new sales and business development opportunities.
  • Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
  • Provide excellent service to maintain a positive reputation for the business.
  • Resolve any client complaints promptly and professionally.
  • Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
  • Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
  • Accomplish department objectives.
  • Planning and evaluating department activities.
  • Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

  • University Degree.
  • Completion of the Canadian Securities Course required.
  • Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
  • Experience with suitability determinations for clients and know-your-product analysis.
  • 5 years experience with at least 3 years in a client-facing role.
  • The Certified Financial Planner designation or similar credentials would be an asset.
  • Ability to build, foster and maintain positive professional relationships.
  • Devotion to high-quality customer service.
  • A team player with excellent communication skills, computer proficiency and high level of professionalism.
  • Be able to meet targets and handle a high-pressure environment.
  • Strong relationship management skills.
  • Excellent influencing skills.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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Director, Financial Analysis - US Deals

Toronto, Ontario Visa

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Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Job Description

The US Deal team is a function in Finance responsible for providing financial analysis and deal pricing expertise to compete for client brand decisions. The team is responsible for providing deal support for Visa’s largest book of business globally. This includes end-to-end deal execution in collaboration with various stakeholders and cross functional teams. The team is critical to delivering against Visa's revenue and business objectives and highly visible to executive leadership.

This role is responsible for the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules). The Director will collaborate and partner with Visa’s Sales and Legal teams to provide support and direction regarding appropriate contract structures and terms. In addition, they will participate in the resolution of financial structure and contractual issues during negotiations with clients and provide financial leadership across a subset of our client deals, in support of Visa's revenue / business objectives alongside various business partners, including:

  • Structuring client / Visa negotiated commitments and associated pricing.
  • Supporting sales in negotiation and execution of deals.
  • Reviewing and approving contracts / client incentive agreements.
  • Ensuring Visa meets critical financial, contractual, and regulatory commitments.
  • Supporting deal strategy to meet Visa’s long term goals.
  • Drive on the most complex and strategic deals – Own the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules).

Advance Visa’s multi-year growth aspirations as a Strategic Deal Partner:

  • Provide senior management with critical input to make tough deal decisions.
  • Provide expertise / thought leadership to team and stakeholders on deal best practices, including education and training on deal structuring, deal strategy, deal metrics.
  • Collaborate with stakeholders / cross functional teams to support Visa's strategic imperatives, including develop deal strategies and campaigns to continue to grow and protect brand placement and supporting Commercial Money Movement and Value Added Service initiatives.
  • Develop talent – Drive team engagement and development through coaching, continuous feedback, identifying growth opportunities Enable and empower team to drive and perform independently across deals and projects Champion inclusion and diversity.
Qualifications

Basic Qualifications:

  • 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced degree (e.g. Masters MBA JD MD)

Preferred Qualifications:

  • 12 or more years of experience with a Bachelor’s Degree or 8 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD)
  • Financial transaction analysis, contract or pricing negotiation experience preferred, familiarity with Payments is a plus
  • Analytical / Problem Solving Skills: Demonstrated analytical and problem solving skills. Strong data research and manipulation skills. Experience in investment, valuation, or transactional analysis. Ability to be objective in analysis.
  • Communication: Strong communication skills: written, verbal, and formal presentation. Able to adjust communication style and messaging for different audience. Ability to articulate and explain financial constructs to a non-financial audience.
  • Collaboration: Strong collaboration skills: work well as part of a cross-functional team and able to influence both internal and external stakeholders. Ability to find and articulate win-win solutions in contract negotiations. Balances needs of the business with individual deal needs.
  • Project Management: Strong organizational and time management skills. Ability to translate data effectively into actionable information to drive results. Proficient in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe PDF.
  • Leadership: Demonstrates strong sense of urgency to solving problems and getting deal done. Anticipate business and deal needs including the root cause of business challenges. Succinctly frames alternatives and next steps.
  • Creativity: Able to work in and bring structure to ambiguous environments. Comfort in delivering multi-dimensional solutions that support decision-making processes.


Additional Information

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa welcomes and encourages applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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Financial Planning & Analysis Manager

Toronto, Ontario Ya Ya Foods

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**About Ya YA Foods:**

Ya YA Foods is a dynamic and high-growth manufacturer of liquid food and unique beverages. With over 30 years’ experience, we have evolved into a versatile manufacturer and co-packer of a variety of low acid and high acid beverage and liquid food items. We are a family-owned Canadian business who prides itself in its proven track record of satisfying the needs of global multi-national customers. We are a solution provider for our customers, always striving to exceed expectations on innovation, quality, service, and speed to market. For further information about us, please check our website at yayafoods.com

**A career at Ya YA FOODS will offer you the opportunity to…**

* Build a career, not just have a job
* Work in a dynamic and high-growth company with very skilled professionals
* Become part of a teamwork focused culture
* Be a part of an organization that supports your future growth path

**Reports to:** Chief Financial Officer

**Responsibilities:**

* Manage all aspects of financial planning and analysis (forecast, budget, long-range planning, and variance analysis).
* Generate financial analyses, reports, and presentations for executives.
* Work cross-functionally on budgeting and ad hoc forecasting projects.
* Develop KPIs and analyses to track key business metrics.
* Generate Monthly and yearly budget head count dashboard for senior leaders.
* Develop and maintain Customer, Manufacturing Line and SKU level P&L.
* Develop a portfolio optimization process to align company's product offerings with its business objectives and customer needs.
* Work cross-functionally and develop a process to deliver the strong material margin.
* Work cross-functionally to drive value leadership (cost saving idea generation, quantification, resource planning, execution)
* Support CFO into development and completion of Board of Director monthly/qtly presentations.
* Manage a team of 3 direct reports (4 total) and ensuring all members feels engaged at work via leading with purpose, bi-weekly 1:1, development plan, setting clear objectives, etc.
* Oversee area of Annual Site Performance Calibration, Production & Revenue pacing analysis by managing work through others
* Key stakeholder in Site Sales & Operational Planning (S&OP).
+ Representing Finance in the Customer Management Review (Step 1)
+ Consolidate & validate volume forecast in the Demand & Supply Management Review (Step 2 & 3)
* Continuous Improvements Lead for Finance Team.
* Fulfill any financial audit requests.
* Compliance with the Company's Integrated Management Systems which includes, but is not limited to Production, Quality, Food Safety & GMP.
* Compliance with all rules & policies regarding health safety, occupational safety, environmental safety, food safety, legal regulations, company requirements, etc.
* Other duties as assigned.

**Qualifications:**

* Bachelor Degree in Business, Commerce, Accounting, Finance, or a related field
* 7+ years of previous related job experience in finance & financial planning and analysis
* Proficiency with Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel)
* High level communication skills to interact with all levels of management
* Able to organize, multitask, prioritize, and manage time efficiently
* CPA designation (earned or working towards) an asset
* NB: Successful candidates will be required to provide photo ID, banking details, a valid SIN number, and (if applicable) a valid work permit

***Why Join Us***

We believe that the key to creating and growing a successful business is by investing in our people—some of whom have been a part of our team for over 30-years. This is at the core of who we are, what we do, and how we grow our business—as a versatile, automated manufacturer and co-packer of a wide-variety of beverages and liquid food items. In our view, a happy team means a better workforce, a better product, and more satisfied customers.

*Furthermore, we encourage different perspectives and celebrate diversity in our workforce. Where every employee has the opportunity to realize his or her full potential in a working environment that is supportive of everyone. Upon request, we will gladly provide accommodations to any candidate with a disability taking part in the selection process.*


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