196 Finance Consultant jobs in Canada

Job Description

Description de l'entreprise

Talan est un groupe international de conseil et d’expertises technologiques qui accélère la transformation de ses clients par les leviers de l'innovation, la technologie et la data. Depuis plus de 20 ans, Talan conseille et accompagne les entreprises et les institutions publiques dans la mise en œuvre de leurs projets de transformation et d'innovation en France et à l'international.

Présent sur 5 continents dans 20 pays, le Groupe, certifié Great Place To Work, qui compte 7000 collaborateurs, ambitionne de réaliser un chiffre d'affaires d’un milliard d'euros fin 2025.

Doté d'un Centre de recherche et d'innovation, Talan met l'innovation au cœur de son développement et intervient dans les domaines des mutations technologiques telles que l'Intelligence Artificielle, la Data Intelligence, la Blockchain, pour servir la croissance des grands groupes et des ETI dans une démarche engagée et responsable.

En plaçant au cœur de sa stratégie « L’innovation Positive » le Groupe Talan est convaincu que c’est en étant au service de l’humain que la technologie démultiplie son potentiel pour la société.

Company Description 

Talan is an international consulting and technology expertise group that accelerates its clients' transformation through innovation, technology, and data. For over 20 years, Talan has been advising and supporting companies and public institutions in implementing their transformation and innovation projects in France and internationally. 

Present on 5 continents, in 20 countries, the Group, Great Place To Work certified, with 7,000 employees, aims to achieve a turnover of one-billion-euro by the end of 2025. 

With its research and innovation Centre, Talan puts innovation at the heart of its development and intervenes in the technological mutation sectors, such as Artificial Intelligence, Data Intelligence, Blockchains, to avail the growth of major groups and mid-cap companies through a committed and responsible approach. 

By placing "Positive Innovation" at the heart of its strategy, the Talan Group is convinced that it is by serving people that technology amplifies its potential for society.  

En tant que Consultant Fonctionnel spécialisé dans le module Finance de Microsoft Dynamics 365 Finance & Operations (D365 F&O), vous jouerez un rôle clé dans l’implantation, l’optimisation et le support des processus financiers chez nos clients. Vous agirez comme un pont entre les équipes techniques et les utilisateurs afin de garantir une solution ERP performante, alignée avec les besoins stratégiques de l’entreprise.

Responsabilités:

• Analyser les besoins d’affaires des clients et les traduire en solutions fonctionnelles dans D365 F&O, module Finance.

• Participer à toutes les phases des projets d’implantation : analyse, conception, configuration, tests, formation et mise en production.

• Configurer et personnaliser le module Finance : comptabilité générale, comptes clients/fournisseurs, immobilisations, gestion de trésorerie, budgets, clôtures, etc.

• Élaborer et maintenir la documentation fonctionnelle (spécifications, guides utilisateurs, procédures).

• Accompagner les utilisateurs finaux dans la prise en main de la solution (formations, support post-déploiement).

• Collaborer étroitement avec les équipes techniques (développeurs, architectes) pour assurer l'intégration et la cohérence des solutions.

• Assurer une veille fonctionnelle et technologique sur les nouveautés du module Finance de D365 F&O.

• Contribuer à l’amélioration continue des processus internes et à la gestion du changement chez les clients.

Job Summary:

As a Functional Consultant specializing in the Finance module of Microsoft Dynamics 365 Finance & Operations (D365 F&O), you will play a key role in the implementation, optimization, and support of financial processes for our clients. Acting as a bridge between technical teams and business users, you will ensure the delivery of a robust ERP solution aligned with the client’s strategic goals.

Key Responsibilities:

• Analyze business requirements and translate them into functional solutions within D365 F&O – Finance module.

• Participate in all project phases: analysis, design, configuration, testing, training, and go-live.

• Configure and customize core financial functionalities such as general ledger, accounts receivable/payable, fixed assets, cash and bank management, budgeting, and period closing.

• Develop and maintain functional documentation (specifications, user guides, procedures).

• Provide training and support to end-users to ensure successful adoption.

• Work closely with technical teams (developers, architects) to ensure integration and solution consistency.

• Stay up to date with the latest features and best practices in the Finance module of D365 F&O.

#TalanAmericas

#LI-OH2

Profil recherché:

• Baccalauréat en comptabilité, finance, systèmes d’information ou domaine connexe.

• Minimum10 ans d’expérience en tant que consultant fonctionnel ERP, avec plusieurs projets d'implantations complets sur Microsoft Dynamics 365 F&O – module Finance.

• Excellente compréhension des processus financiers et des meilleures pratiques en comptabilité.

• Expérience en gestion de projets ERP un atout.

• Excellentes compétences en communication, analyse et résolution de problèmes.

• Capacité à vulgariser les concepts techniques et à interagir efficacement avec les parties prenantes d’affaires.

• Certification Microsoft Dynamics 365 Finance (atout majeur).

• Titre de CPA, un atout. 

• Bilinguisme (français / anglais)

Profile and Qualifications:

• Bachelor’s degree in Accounting, Finance, Information Systems, or a related field.

• 10 years of experience as an ERP Functional Consultant, with full implantation projects on Microsoft D365 F&O – Finance module.

• Solid understanding of financial processes and accounting principles.

• Experience leading or participating in full-cycle ERP implementations.

• Strong analytical, communication, and problem-solving skills.

• Ability to simplify complex technical concepts for business stakeholders.

• Microsoft Dynamics 365 Finance certification is a strong asset.

• CPA title is an asset.

• Bilingual (French/English) is often required depending on client location.

Quels sont les avantages de vous joindre à nous ? 

En plus de faire partie d'une équipe professionnelle et dynamique, vous aurez droit à nos différents éléments de compensation et autres avantages, mais surtout la chance de travailler avec une équipe formidable. 

Tout ce que vous méritez et plus encore: 

• Développement professionnel;  

• Partage des profits;  

• Régime d'assurances collectives dès le premier jour;  

• RPDB, Régime de participation différée aux bénéfices;  

• Travail flexible en mode hybride;  

• Allocation pour le transport en commun et le téléphone cellulaire;  

• Une généreuse participation de l'employeur à votre REER collectif.  

Vous désirez rejoindre notre équipe ? Soumettez votre candidature dès aujourd'hui ! 

Talan offre des salaires concurrentiels et des chances égales pour tous. Si vous êtes motivés à relever des défis stimulants et répondez aux exigences, faites-nous parvenir votre curriculum vitae dès maintenant ! 

Notez que nous ne communiquerons qu'avec les candidatures retenues pour une entrevue.  

Au sens de la présente offre d'emploi, le genre féminin et le genre masculin désignent indistinctement le personnel des deux sexes et n'établissent aucune distinction particulière basée sur le sexe. Talan souscrit au principe d'équité en matière d'emploi. 

Additional Information 

What about the advantages of joining us? 

Aside from joining a professional and dynamic team, you will be entitled to our compensation plan and various other benefits, such as the opportunity to be part of a talented team. 

All that you deserve and more: 

• Professional development  

• Profit sharing  

• Health & well-being insurance on your first day  

• RPDP, Deferred Profit-Sharing Regime  

• Flexible work in hybrid mode  

• Allowance for public transit and cell phone  

• Generous employer participation to your RRSP. 

If this opportunity speaks to you, apply today! 

Talan offers competitive salaries and equal opportunities for all. If you are motivated to take on stimulating challenges and meet the requirements, send us your resume now! 

Please note that we will only communicate with candidates selected for an interview. For the purposes of this job offer, the feminine and masculine genders designate indistinctly the staff of both sexes and do not establish any distinction based on sex. Talan is committed to employment equity. 

#talanamericas #talan

Job Description

BECOME A PART OF OUR SUCCESS STORY

At Desjardins, we are a Canadian leader in the life insurance and financial services industry and due to our exceptional growth; we are looking for highly motivated individuals to join our network at our Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance and a full range of mutual and/or segregated funds.

Desjardins is a team that prides ourselves on our excellent company culture, our very clean and safe working environment, and our commitment to being an equal opportunity company

As a Financial Advisor, you will provide sound financial advice for both the protection of and the growth of your clients, while you build your business with the support of one of the strongest financial institutions in North America

Responsibilities

• Source, build and retain your client base
• Market yourself and your business to attract new clients
• Provide insurance needs advice based on risk assessment
• Provide sound financial advice to help grow your client’s financial portfolio
• Understanding of your individual clients needs based on their unique circumstances

Requirements – must have

• Life License/ HLLQP
• Ability to work independently as well as part of a team
• Desire to build your own successful business
• Life insurance sales experience
• Ability to source new client leads.
• Develop and build client relationships
• Strong networking abilities

Requirements - Nice-to-have

• Mutual Fund License – IFIC or CSC

What We Offer:

• A complete portfolio of insurance and investment products from numerous Canadian insurance and investment companies. (Including Desjardins, Mackenzie, Fidelity, TD, CI, Dynamic, etc as well as Insurance through Desjardins, RBC Insurance, Canada Life, Manulife, IA, Empire, CPP, and many more)
• Vesting/ ownership of renewals and ownership of clients from the first day of contract.
• Continuous training and education in insurance, investments and sales.
• Recognition and rewards for outstanding performance.
• Office or workstation support with administration support. – no mandatory occupancy charges
• Negotiable and generous commission/overrides

Interested individuals are invited to apply directly to Orlando Ali at

Desjardins Insurance in numbers (1)

• More than 5 000,000 clients in Canada
• 4 700 employees
• Total revenues of nearly $6.0 billion

Details

• Location: 406- 155 Rexdale Blvd, Etobicoke Ontario
• Job Type: Full time - Independent
• Compensation: Full Commission
• License Required

Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance.1

Job Description

Building a practice at IG Wealth Management

IG Wealth Management advisors rely on their entrepreneurial spirit and drive to grow a business while keeping our clients interconnected financial needs at the core of everything they do. Advisors receive one-on-one mentorship, practice support tools and access to experts that help our clients achieve financial well-being for themselves and their families.

You will build clients' portfolios through exclusive access to a suite of institutional-quality investments that are beyond the reach of typical investors. To deliver the optimal portfolio experience for our clients, we've forged partnerships with some of the world's leading third-party asset managers.

As one of our wealth management professionals, you'll synchronize every aspect of a client's financial life with an IG Living Plan. With your expertise, clients can embrace all of life's possibilities, and so can you.

Job Description

Job Overview

Brightview Wealth Management is a boutique wealth management financial planner firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice. Partnering with hedge funds, asset management, investment firms, and insurance carriers, we offer award-winning products to match different client’s suitable needs.

As a Brightview Wealth Management Financial Service Representative, you will join the Toronto office to implement sales and marketing strategies to help grow the clientele base. Your core responsibility is to generate leads through building personal and professional relationships. You will work alongside other advisors, issuers, and the sales team to reach and exceed sales objectives. In this role, you will also develop/consolidate your professional network to achieve targets.

Successful Financial Service Representatives will have the opportunity to grow their career within the organization or affiliate partners. This will take hard work, dedication, commitment to ongoing learning, professional development, and a passion for helping others.

If you are meticulous, have an analytical mind, customer-oriented, we certainly would like to have you on-board

Requirements

Must-have

• Ability to analyze data and being able to provide suitable data-based recommendations
• Excellent communication, presentation and negotiation skills
• Outstanding computer knowledge and capability to operate database systems
• Attention to detail, accuracy, and ability to explain complex details clearly
• Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment
• 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 flex hours
• Eagerness to learn and determination to succeed Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry
• Background in financial services, sale or retail sales, marketing, investments, and/or business development
• Mutual Funds/ Insurance accreditation

Responsibilities

As a Brightview “Ambassador”, you will put clients first and find solutions to their individual needs. You will champion the Brightview brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and thrive in a target-based performance environment, you can build a great career with us in future managing positions.

Your day-to-day Responsiblities include:

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
  
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of BV partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing clients’ problems, providing leadership to the team as a first point of contact.
• Cultivate and maintain relationships with partners to work as one team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

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.

• The opportunity to build a professional network
• Develop sales and marketing fundamental skill sets
• Dedicated personal support and comprehensive training
• Grow an in-depth understanding of a wide range of personal finance solutions
• Access to the investment team, portfolio managers, and affiliated partners
• Build a great career with us as a future managing leader

We’d like to hear from you. To learn more about a business opportunity that’s flexible and rewarding, and offers a chance for you to grow personally, thrive professionally and serve the community around you.

Please note : For this opportunity, you must be legally entitled to work in Canada, and the age of majority. Brightview Wealth Management Financial Service Representative role is full-time.

Job Description

FINANCIAL ADVISOR Desjardins Financial Security Independent Network

BECOME YOUR OWN BOSS

Being an independent financial services professional means that you are your own boss! Find out what this actually means.

Independence
You decide how to manage your time and organize your work. In other words, you are responsible for your own success .

Freedom
You choose the market in which you want to work (individual or business) and the products you want to offer

Your income is in direct proportion to your efforts and your determination
The only limitations are those you impose on yourself!

Recurring commissions
Your income does not come only from commissions on new sales, but also from commissions on renewals.

Support with your communication and marketing efforts.

Desjardins Group the largest cooperative financial group in Canada, has assets of more than $190 billion as at December 31, 2011. Desjardins Financial Security Independent Network is the preferred distributor of products and services of Desjardins Financial Security .

About Desjardins Group:
Named Bank of the Year 2010 - Canada by The Banker published by The Financial Times .
The Banker 's Top 1,000 World Banks (ranked 91st) 2010.
Global Finance 's 2010 World's 50 Safest Banks: Ranked 25th in world and 4th in North America.
National leader in Canada's 10 Most Admired Corporate Cultures by Waterstone Human Capital, 2010
Ranked first on Corporate Knights magazine's 2012 list of the Best 50 Corporate Citizens in Canada .

Desjardins Group regularly grants in excess of $0 million in donations, sponsorships and scholarships to the Canadian community. Its network of caisses, subsidiaries and Desjardins Financial Security Independent Network financial centres contribute locally to numerous community endeavours that support health, community services, education and culture.

BECOME A PART OF OUR SUCCESS STORY

Desjardins Financial Security Independent Network is part of Desjardins Financial Security , and the Desjardins Group which has assets of over 160 billion, the largest cooperative financial group in Canada and the sixth largest financial institution in the country. We are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners.

We are a full service financial services provider with access to multiple insurers and investment fund products. Our track record is based on the quality of support services delivered to associates with a company wide commitment to professionalism. We believe in listening to our associates' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs.

Due to our exceptional growth we are looking for individuals to join our success story in the Greater Ottawa Area as Financial Services Planners .

Join the Desjardins Financial Security Independent Network Team and improve your business by:

1. Staying independent, while maintain access to a multi-disciplinary team and qualified experts.
2. Receiving financial backing to purchase viable blocks of business.
3. Having access to multiple insurers and products and more than 60 mutual funds and segregated fund companies.
4. A competitive pooled compensation bonus structure and immediate vesting.
5. Incentive plans based on multiple insurers' products, mutual and segregated funds.
6. New associate training and mentoring programs which are unique in the industry.
7. Market planning and support.
8. Business continuation support.
9. Leading edge technology.

We are looking for people who are:

• Entrepreneurial.
• Problem solvers.
• Out-going.
• Commitment to quality.
• Hard working.
• Professional.
• Service oriented.
• Computer literate.
• Committed to continuing education and personal development.
• Experienced in sales (an asset but not necessary).