168 Financial Advisory Services jobs in Canada
Healthcare Financial Advisory Services Manager (Nationwide)
Posted 4 days ago
Job Viewed
Job Description
Health systems, hospitals and medical clinics are under immense pressure to improve clinical outcomes and reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change. To succeed long-term, healthcare organizations must empower leaders, clinicians, employees, affiliates and communities to build cultures that foster innovation to achieve the best outcomes for patients.
Joining the Huron team means you'll help our clients evolve and adapt to the rapidly changing healthcare environment and optimize existing business operations, improve clinical outcomes, create a more consumer-centric healthcare experience, and drive physician, patient and employee engagement across the enterprise.
Join our team as the expert you are now and create your future.
When healthcare organizations are managing escalating financial stress, Huron recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations. Huron assists clients through improved planning, operations and managing through crises. Solutions tailored to a variety of situations:
-Business and financial planning, projections and scenario analyses
-Interim management/strategy execution
-Business assessments & due diligence
-Restructuring & turnaround
-Executive/Board advisory
-CFO support solutions
-Liquidity forecasting and management
-Working capital management
-Valuations
-FP&A assistance for profit improvement
Managers play a vibrant, integral role at Huron. Their invaluable knowledge reflects in the projects they manage, and the teams they lead. Known for being politically savvy, they build long-standing partnerships with clients, while collaborating with colleagues to solve their most important challenges. In fact, they shape and deliver results that seamlessly align with client goals, visions and missions. Remarkably versatile, our Managers also spend significant time mentoring junior staff on the engagement team-where they tirelessly share expertise as well as feedback and encouragement. This benefits Huron profoundly as it promotes a culture of respect, unity, collaboration, and personal achievement. Our environment inspires and rewards growth.
As a Manager, you have the unique ability to specialize in certain areas that showcase and employ your areas of expertise while you pursue your "career vision." Huron is big enough to offer the opportunity and exposure you need for your career growth-but small enough to give you individual attention for your professional development. Every associate adds to who we are as an organization-and the more you evolve, the more we do. An exciting career experience awaits you: It's intense. it's analytically rigorous. it's practical. it's entrepreneurial. it's intellectually stimulating-and most definitely-it's career-defining. It's the Huron Way
**Required**
+ Seeking candidates with a minimum of 6 years of total experience with prior or current experience in consulting with a focus on financial advisory with healthcare providers
+ The ideal candidate will possess expertise in the specified fields and demonstrate a comprehensive understanding of financial and capital planning within the healthcare provider industry
+ Analyze and evaluate financial statements (including income statement, balance sheet and cash flow statement)
+ Simplify and translate complicated corporate finance concepts and analyses into clear suggestions for senior management
+ Deep financial modeling, quantitative skills, and ability to identify key operational performance drivers
+ Experienced in thoughtful financial analysis capabilities, including valuation, pro-forma financial modeling and discounted cash flow methodologies
+ Demonstrate proficiency with: cash flow forecasts, 3-Statement modeling, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis, and pitchbook preparation
+ Ability to lead engagements with strong project and client management skills, and to think strategically and help clients assess their problems
+ BS/BA degree in Accounting, Finance or Economics
+ Excellent oral and written communication skills
+ Team focused; supportive and accountable to colleagues
+ Self-motivated; ability to take initiative on assigned project components
+ Advanced skillset in Microsoft Office Tools
+ Willingness to travel up to 50% of the time
+ Candidates may live anywhere in the contiguous US
Preferred:
+ MBA or advanced degree preferred
+ Have or working toward one or more of the following certifications: CPA, CIRA, CTP, CFA, CDB
The estimated base salary range for this job is **$165,000 - $15,000** . The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is ** 189,750 - 268,750** . The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.
#LI-JD1 #LI-Remote
**Position Level**
Manager
**Country**
United States of America
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work.together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Healthcare Financial Advisory Services Associate (Nationwide)
Posted 4 days ago
Job Viewed
Job Description
Health systems, hospitals and medical clinics are under immense pressure to improve clinical outcomes and reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change. To succeed long-term, healthcare organizations must empower leaders, clinicians, employees, affiliates and communities to build cultures that foster innovation to achieve the best outcomes for patients.
Joining the Huron team means you'll help our clients evolve and adapt to the rapidly changing healthcare environment and optimize existing business operations, improve clinical outcomes, create a more consumer-centric healthcare experience, and drive physician, patient and employee engagement across the enterprise.
Join our team as the expert you are now and create your future.
When healthcare systems and provider organizations are managing escalating financial stress, Huron recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations. Huron assists clients through improved planning, operations and managing through crises. Solutions tailored to a variety of situations:
-Business and financial planning, projections and scenario analyses
-Interim management/strategy execution
-Business assessments & due diligence
-Restructuring & turnaround
-Executive/Board advisory
-CFO support solutions
-Liquidity forecasting and management
-Working capital management
-Valuations
-FP&A assistance for profit improvement
Healthcare Financial Advisory Associates play a key role in addressing clients' needs and driving the team's progress on a day-to-day basis. As an Associate, you will:
+ Fully own a project workstream by independently defining and breaking down problems, structuring a problem-solving approach, and prioritizing analysis to deliver under time constraints
+ Gather, analyze and synthesize primary and secondary research data and derive key implications for the client
+ Develop and prepare high-quality client-ready slides or other written communications to convey the insights and recommendations developed
+ Work collaboratively with a team to diagnose the clients' needs and develop recommendations
+ Contribute to firm growth by supporting internal development efforts, including proposal and business development activities, as well as mentoring and professionally developing junior team members.
**Required**
+ Seeking candidates with at least 2 years of consulting experience in financial advisory for healthcare providers clients, including health systems and hospital/acute care organizations
+ The ideal candidate will possess expertise in the healthcare provider space and demonstrate a comprehensive understanding of healthcare financial and capital planning
+ Demonstrated ability to lead complex workstreams with strong project and client management skills, strategic thinking, and helping clients assess their problems
+ Analyze and evaluate financial statements (including income statement, balance sheet and cash flow statement)
+ Ability to simplify and translate complicated corporate finance concepts and analyses into clear suggestions for senior management
+ Deep financial modeling, quantitative skills, and ability to identify key operational performance drivers
+ Experienced in thoughtful financial analysis capabilities, including valuation, pro-forma financial modeling and discounted cash flow methodologies
+ Demonstrate proficiency with: cash flow management, liquidity management, healthcare accounting, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis, and pitchbook preparation
+ BS/BA degree in Accounting, Finance or Economics preferred
+ Willingness to travel up to 50% of the time
+ Candidates may live anywhere in the contiguous US
The estimated base salary range for this job is $120,000 - $60,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is 134,400 - 160,000. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.
#LI-JD1 #LI-Remote
**Position Level**
Associate
**Country**
United States of America
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work.together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Toronto Internal Audit & Financial Advisory (Financial Services) Manager
Posted 11 days ago
Job Viewed
Job Description
Toronto Internal Audit & Financial Advisory (Financial Services) Manager
LOCATION
TORONTO
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
You Belong Here
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture . We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm .
Where We Need You:
Protiviti is looking for an Internal Audit & Financial Advisory Manager to join our growing Financial Services team.
Protiviti's Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies.
What You Can Expect:
As a M anager , you'll partner with our clients to solve complex business problems and provide impactful advice and solutions. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. You'll foster a network within the business community and serve as an ambassador of Protiviti in the market. You will also be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of project work plans. By focusing on clients and engagements in the financial services industry, you'll partner with highly regulated clients and deepen your expertise in financial services regulations.
What Will Help You Be Successful:
+ You enjoy identifying areas of business and process risk, and opportunities to improve efficiency, increase performance, and help clients manage risk.
+ You are motivated to learn and interested in all things related to internal audit and business process es , including the latest trends and developments.
+ You are passionate about build ing relationships with clients and providing exceptional experiences.
+ You have an inherent interest in project management and team leadership.
+ You promote a positive team culture that fosters open communication among all engagement team members.
+ You create development opportunities for others, including participating in the creation and rollout of training, and ways for your team to improve our clients and communities.
+ You have interest in participating in the preparation of client proposals and strategies to win new business.
+ You have i nterest in working with a diverse portfolio of clients across the financial services industry.
Do Your Talents Include the Following?
+ Demonstrated experience with :
+ Audit methodologies and developing important internal audit deliverables, including process flows, work programs, audit reports, and control summaries.
+ Risk and control programs .
+ Business processes such as Accounts Payable, Accounts Receivable, Inventory, Revenue with knowledge of accounting operations and/or financial frameworks.
+ Commonly used International Professional Practices Framework, including COSO and PCAOB.
+ Sarbanes-Oxley Act provisions and methodologies for achieving compliance.
+ The Institute of Internal Auditors (IIA's) code of ethics and compliance requirements.
+ Financial services industry regulations and hands-on industry knowledge.
+ E valuat ing , summariz ing , organiz ing , and interpret ing data.
+ Establishing and cultivating business relationships and a professional network , including with senior executives .
+ Ability to translate and communicate risk topics and audit issues to client personnel, including executives.
+ Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching , oversight and review of work, coordination across teams, and understanding how to motivate.
Your Educational and Professional Qualifications:
+ Bachelor's degree in a relevant discipline ( e.g., Accounting, Finance, or b usiness- r elated f ield).
+ 5+ years working in internal audit, consulting, assurance services, or related field, either in professional services or within the financial services industry.
+ Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access.
+ Professional Certification such as CPA, CIA, CFE, or similar strongly preferred.
Our Hybrid Workplace
Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements varies by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments .
#LI-Hybrid
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
All applicants applying for Canadian job openings need authorization to work in Canada for Protiviti without sponsorship now or in the future.
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
Protiviti is not registered to hire or employ personnel in the following provinces - New Brunswick, Newfoundland & Labrador, Northwest Territories, Nova Scotia, Nunavut, Prince Edward Island, Quebec, Saskatchewan, Yukon.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
CAN TORONTO
Protiviti ( ( ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For® ( list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI ( ). Founded in 1948, Robert Half is a member of the S&P 500 index.
Click HERE ( to receive insights to life at Protiviti and be among the first to hear about new career opportunities that align with your areas of interest.
Toronto Internal Audit & Financial Advisory (Financial Services) Associate Director
Posted 11 days ago
Job Viewed
Job Description
Toronto Internal Audit & Financial Advisory (Financial Services) Associate Director
LOCATION
TORONTO
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
You Belong Here
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture . We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm .
Where We Need You:
Protiviti is looking for an Internal Audit & Financial Advisory (Financial Services) Associate Director to join our growing team.
Protiviti's Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies.
What You Can Expect:
A s an Associate Director, you'll take a lead role in strengthening our relationships with clients and provid ing seamless guidance in the completion of engagements. You'll partner with our strategic clients to manage risk associated with their use of technology. You'll develop strategies to solve complex business problems using new ways of thinking , and dev ise solutions to support your clients' needs through analytics, automation and the latest tools and methods. You'll develop new projects, help identify new business, and build lasting relationships with clients and within the community as you serve as an ambassador of Protiviti in the market. You will also be a mentor and provide growth and development to teams as you oversee the successful completion of project work plans. By focusing on clients and engagements in the financial services industry, you'll partner with highly regulated clients and deepen your expertise in financial services regulations.
What Will Help You Be Successful:
+ You enjoy identifying areas of business and process risk, and opportunities to improve efficiency, increase performance, and help clients manage risk.
+ You are passionate about build ing trusted relationships with C-level executives and providing exceptional experiences that translate to additional project work.
+ You have an inherent interest in project management and team leadership.
+ You promote a positive team culture that fosters open communication among all engagement team members.
+ You create development opportunities for others, including participating in the creation and rollout of training, and ways for your team to improve our clients and communities.
+ You enjoy discovering prospective project work with current and potential clients through networking, knowledge-building, and client interactions.
+ You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities.
+ You view client challenges as opportunities to add value and can translate that into new project proposals and sales.
+ You are seen as a valued contributor to thought leadership and encourage knowledge-sharing and collaboration across teams.
+ You have i nterest in managing a diverse portfolio of clients across the financial services industr y.
Do Your Talents Include the Following?
+ Demonstrated experience with:
+ Audit methodologies and developing valuable internal audit deliverables, including process flows, work programs, audit reports, and control summaries.
+ Risk and control programs .
+ Business processes such as Accounts Payable, Accounts Receivable, Inventory, Revenue with knowledge of accounting operations and/or financial frameworks.
+ Commonly used International Professional Practices Framework, including COSO and PCAOB.
+ Sarbanes-Oxley Act provisions and methodologies for achieving compliance.
+ The Institute of Internal Auditors (IIA's) code of ethics and compliance requirements.
+ Financial services industry regulations and hands-on industry knowledge.
+ Establishing and cultivating business relationships and a professional network , including with senior executives .
+ Successfully pursuing business development opportunities and identifying and implementing strategies to obtain new work or clientele.
+ Ability to translate and communicate risk topics and audit issues to client personnel, including executives.
+ Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching , oversight and review of work, coordination across teams, and understanding how to motivate.
Your Educational and Professional Qualifications:
+ Bachelor's degree in a relevant discipline ( e.g., Accounting, Finance, or b usiness- r elated f ield).
+ 9 + years working in internal audit, consulting, assurance services, or related field, either in professional services or within the financial services industry.
+ Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access.
+ Professional Certification such as CPA, CIA, CFE, or similar strongly preferred.
Our Hybrid Workplace
Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements varies by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments .
#LI-Hybrid
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
All applicants applying for Canadian job openings need authorization to work in Canada for Protiviti without sponsorship now or in the future.
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
Protiviti is not registered to hire or employ personnel in the following provinces - New Brunswick, Newfoundland & Labrador, Northwest Territories, Nova Scotia, Nunavut, Prince Edward Island, Quebec, Saskatchewan, Yukon.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
CAN TORONTO
Protiviti ( ( ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For® ( list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI ( ). Founded in 1948, Robert Half is a member of the S&P 500 index.
Click HERE ( to receive insights to life at Protiviti and be among the first to hear about new career opportunities that align with your areas of interest.
Toronto Internal Audit & Financial Advisory (Financial Services) Senior Consultant
Posted 11 days ago
Job Viewed
Job Description
Toronto Internal Audit & Financial Advisory (Financial Services) Senior Consultant
LOCATION
TORONTO
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
You Belong Here The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture . We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm .
Where We Need You:
Protiviti is looking for an Internal Audit & Financial Advisory Senior Consultant to join our growing Financial Services team.
Protiviti's Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies.
What You Can Expect:
As a Senior Consultant, you will be a mentor, trainer, and coach to Interns and Consultants as you facilitate the successful completion of project work plans. You'll identify areas of risk and opportunities to increase efficiency. You'll strengthen relationships and deepen your abilities to communicate, gain trust, and network with client personnel and professional associates. At the direction of M anagers, you may accept responsibility for decision-making in areas including establishing project scope and work plans, project staffing, preparation of deliverables, and application of methodologies. By focusing on clients and engagements in the financial services industry, you'll partner with highly regulated clients and deepen your understanding of financial services regulations.
What Will Help You Be Successful:
+ You enjoy identifying areas of business and process risk, and opportunities to improve efficiency, increase performance, and help clients manage risk.
+ You are motivated to learn and interested in all things related to internal audit and business processes , including the latest trends and developments.
+ You are passionate about building relationships with clients and providing clients with exceptional experiences.
+ You have an inherent interest in project management and team leadership.
+ You contribute to a positive team culture that fosters open communication among all engagement team members.
+ You create development opportunities for others and ways for your team to improve our clients and communities.
+ You have i nterest in working with a diverse portfolio of clients across the financial services industry.
Do Your Talents Include the Following?
+ Experience with or understanding of:
+ Audit methodologies and developing important internal audit deliverables, including process flows, work programs, audit reports, and control summaries.
+ Risk and control programs .
+ Business processes such as Accounts Payable, Accounts Receivable, Inventory, Revenue with knowledge of accounting operations and/or financial frameworks.
+ Commonly used International Professional Practices Framework, including COSO and PCAOB.
+ Sarbanes-Oxley Act provisions and methodologies for achieving compliance.
+ The Institute of Internal Auditors (IIA's) code of ethics and compliance requirements.
+ Financial services industry regulations and hands-on industry knowledge.
+ E valuat ing , summariz ing , organiz ing , and interpret ing data.
+ Establishing and cultivating business relationships and a professional network.
+ Ability to translate and communicate risk topics and audit issues to client personnel, including executives.
+ Supervisory experience of teams including mentoring, oversight and review of work, coordination across teams, and understanding how to motivate.
+ E xperience performing documentation of findings and summarizing recommendations.
Your Educational and Professional Qualifications:
+ Bachelor's degree in a relevant discipline ( e.g., Accounting, Finance, or b usiness- r elated f ield).
+ 2 + years working in internal audit, consulting, assurance services, risk and control programs, or related field, either in professional services or within the financial services industry.
+ Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access.
+ Professional Certification such as CPA, CIA, or similar preferred.
Our Hybrid Workplace
Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements var ies by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments .
#LI-Hybrid
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
All applicants applying for Canadian job openings need authorization to work in Canada for Protiviti without sponsorship now or in the future.
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
Protiviti is not registered to hire or employ personnel in the following provinces - New Brunswick, Newfoundland & Labrador, Northwest Territories, Nova Scotia, Nunavut, Prince Edward Island, Quebec, Saskatchewan, Yukon.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
CAN TORONTO
Protiviti ( ( ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For® ( list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI ( ). Founded in 1948, Robert Half is a member of the S&P 500 index.
Click HERE ( to receive insights to life at Protiviti and be among the first to hear about new career opportunities that align with your areas of interest.
Manager, Financial Reporting & Advisory Services
Posted today
Job Viewed
Job Description
Job Description
You will work directly with the clients to assist them in meeting their financial reporting requirements, which may include assisting with closing procedures, accounting systems planning, IFRS or US GAAP standards accounting policy research, MD&A preparation, and financial statement preparation. Being a part of the client side is a rewarding experience all while getting to maintain the dynamic nature of working on different client files.
You will feel a ton of ownership over the files you work on. Filing deadlines are a regular occurrence, so being proactive will be a must to be successful in our environment. Overtime is only on a rare occasion. If you are fed up with the 70-hour work weeks during busy season, this will be a great role to transition out of the long hours of public practice. We offer lots of flexibility (including working from home) and a benefits plan, so it is a terrific role for someone who wants work/life balance. Only candidates who are residents of Alberta will be considered for this role.
Unless you can clearly demonstrate strong knowledge in the area of financial reporting, one of the following experiences is a requirement for the role: you have led audit files as part of the pubco group at a small to midsize public accounting firm, or you've held a in financial reporting role within a public issuer.
What will your days look like
- Preparing financial statements and the management discussion and analysis for quarterly and year end filings for various clients;
- Completing consolidation and translation files;
- Assisting clients with financial analysis, preparing financial analysis of various balance sheet and income statement accounts;
- Monthly variance analysis of corporate costs compared with quarterly forecasts and the annual business plan;
- Assisting with the annual budget and quarterly forecast process for clients;
- Bookkeeping on special projects for clients and for some clients regular period ending closing entries;
- Assisting with year-end audit planning and liaising with the auditors on behalf clients;
- Assist with continuous disclosure requirements; Common complex accounting issues include accounting for acquisitions, stock based compensation, translations and consolidations
Who We Are
Treewalk is an advisory practice based out of downtown Vancouver specializing in financial reporting and corporate services for public companies. We offer clients a complete service package to assist them in timely and accurate disclosures. Our clients are from all industry sectors and are issuers on the TSX-V, CSE, NASDAQ, and the OTC.
We are one of the fastest growing accounting firms in Canada, and we’ve got some big goals that are going to send us to the top. We are a firm with an anti-firm culture - think tech startup, but accounting. We’re ditching the traditional top-down management hierarchy approach and are leaning into a holacratic system of organizational governance. We are on a journey to become the go-to training place for accountants of all levels who want to work in industry. Our accounting practice specializes in assisting public companies with their financial reporting and accounting needs, and we help private companies navigate the waters of going and staying public. When it comes to clients, we are industry-agnostic. We never shy away from clients in new and emergent industries, and we’ve worked with companies in e-commerce, retail, manufacturing, cannabis, mining, and biotechnology, to name a few. We’ve got a lot on the go, and as far as we’re concerned, the only barrier to reaching our goals is finding exceptional talent to keep building out our team.
Our Core Values
Mastery: At Treewalk, we pursue knowledge. We aspire to be the best at our craft, and we create and pursue opportunities to build on our expertise.
Support: At Treewalk, you're never alone. Teamwork and collaboration are our bedrock, and constant support for each other and our clients is what sets us apart.
Ownership: At Treewalk, we fight to take responsibility. We own our mistakes and our oversights and are relentlessly committed to our responsibility to our colleagues and our clients.
Kaizen: At Treewalk, we don't settle. Kaizen is a business philosophy that means "change for the better", or "continuous improvement". We recognize that nothing is perfect, but we're striving for it anyway.
Requirements
Our ideal candidate.
- CPA designation required.
- Significant public company audit and/or financial reporting experience - ideally with small to mid-sized product based companies
- After the base experience requirements are met, we hire first and foremost, strong analytical and problem solvers.
Assets include.
- Excel wizard
- Please note any industries you have specialized in (i.e. mining, oil & gas) in the Indeed question
- QuickBooks or accounting software. Please list what you have used regularly.
- CPA (Qualified in the United States)
- US GAAP experience
- SEC or Canadian Securities regulators disclosure experience
- COSO Internal Control Certificate
- CFA designation
- IT nerd that could spearhead our IT initiatives
- XBRL experience
- Corporate income tax
Benefits
It’s Treewalk For a Reason
- We will cover your CPA schooling, annual dues, and professional development courses. Better yet, we do not have a clawback policy - if you decide to leave Treewalk at any point, we will never ask for that money back.
- We’re flexible – we treat our team members like professionals and give them autonomy to exercise their judgment and manage their schedules as they see fit. Get that workout in, run those errands – we trust you to manage your workload and meet those deadlines.
- We’ve got you covered from Day 1 - your extended healthcare and maternity leave benefits kick in on your first day of work!
Annual Base Salary: $110,000
Annual Bonus Potential: up to $36,000
Financial Planning Intern
Posted today
Job Viewed
Job Description
Job Description
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Job Description
Looking for an exciting internship opportunity?
Eager to find out more about a career as a financial planner?
If you answered yes to all these questions, you could be the person we’re looking for to join our Winter 2026 internship program!
Nothing beats learning from the pros! At IG Wealth Management, we offer paid internships so university students can discover a wonderful career opportunity , backed by financial planning professionals and successful mentors .
About the internship
- During this paid program, you’ll work with field network managers, specialists and experts from head office and receive the very best support and guidance.
- You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
- Internships generally last from 12 to 16 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
- Could be recognized as practical experience subject to CPA Order approval.
What’s in it for you?
- Acquire hands-on experience.
- Build skills in client relationship management.
- Help clients achieve their financial goals.
- Put theory into practice.
- Get mentored by an experienced team of financial planners.
- Establish the foundations for building a prosperous career.
Roles and responsabilities
Under the guidance of the internship supervisor, you will learn about the process underlying the Financial Planner’s work: forging sustainable client relationships, managing client portfolios, understanding/analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting/outreach, client onboarding, the sales cycle and administrative follow-up. You will have opportunities to:
- Observe and take part in a Financial Planner’s day-to-day activities.
- Participate in creating, updating and optimizing financial plans.
- Assist the Financial Planner in the personalized financial planning process.
- Contribute to development goals by identifying new business opportunities.
- Use situational analysis to determine favourable conditions for financial transactions.
- Carry out the required analyses, diagnose the overall context and assess related risks.
- Apply financial and tax planning concepts.
- Prepare and present recommendations to the supervisor and the management team.
- Undergo specialized financial planning training and complete the investment funds course.
- Contribute to statistical analysis and other special projects.
- *Tasks may be adapted to take into account the successful applicant’s skills.
Qualifications and desired skills
- Be in at least the second year of a bachelor's program: financial planning, finance, accounting, or business administration.
- Relationship-building and networking skills.
- Desire to positively impact clients’ lives.
- Ability to work well in a team environment.
- Competitive and highly motivated to deliver or exceed your personal best.
- Excellent communication skills and ability to present complex information.
- Independent with an entrepreneurial spirit.
- Self-confidence and leadership skills.
- Strong interest in pursuing a career in financial and tax planning.
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
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Financial Planning Intern
Posted today
Job Viewed
Job Description
Job Description
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Job Description
Looking for an exciting internship opportunity?
Eager to find out more about a career as a financial planner?
If you answered yes to all these questions, you could be the person we’re looking for to join our Winter 2026 internship program!
Nothing beats learning from the pros! At IG Wealth Management, we offer paid internships so university students can discover a wonderful career opportunity , backed by financial planning professionals and successful mentors .
About the internship
- During this paid program, you’ll work with field network managers, specialists and experts from head office and receive the very best support and guidance.
- You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
- Internships generally last from 12 to 16 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
- Could be recognized as practical experience subject to CPA Order approval.
What’s in it for you?
- Acquire hands-on experience.
- Build skills in client relationship management.
- Help clients achieve their financial goals.
- Put theory into practice.
- Get mentored by an experienced team of financial planners.
- Establish the foundations for building a prosperous career.
Roles and responsabilities
Under the guidance of the internship supervisor, you will learn about the process underlying the Financial Planner’s work: forging sustainable client relationships, managing client portfolios, understanding/analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting/outreach, client onboarding, the sales cycle and administrative follow-up. You will have opportunities to:
- Observe and take part in a Financial Planner’s day-to-day activities.
- Participate in creating, updating and optimizing financial plans.
- Assist the Financial Planner in the personalized financial planning process.
- Contribute to development goals by identifying new business opportunities.
- Use situational analysis to determine favourable conditions for financial transactions.
- Carry out the required analyses, diagnose the overall context and assess related risks.
- Apply financial and tax planning concepts.
- Prepare and present recommendations to the supervisor and the management team.
- Undergo specialized financial planning training and complete the investment funds course.
- Contribute to statistical analysis and other special projects.
- *Tasks may be adapted to take into account the successful applicant’s skills.
Qualifications and desired skills
- Be in at least the second year of a bachelor's program: financial planning, finance, accounting, or business administration.
- Relationship-building and networking skills.
- Desire to positively impact clients’ lives.
- Ability to work well in a team environment.
- Competitive and highly motivated to deliver or exceed your personal best.
- Excellent communication skills and ability to present complex information.
- Independent with an entrepreneurial spirit.
- Self-confidence and leadership skills.
- Strong interest in pursuing a career in financial and tax planning.
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
Financial Planning Intern
Posted today
Job Viewed
Job Description
Job Description
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Job Description
Looking for an exciting internship opportunity?
Eager to find out more about a career as a financial planner?
If you answered yes to all these questions, you could be the person we’re looking for to join our Winter 2026 internship program!
Nothing beats learning from the pros! At IG Wealth Management, we offer paid internships so university students can discover a wonderful career opportunity , backed by financial planning professionals and successful mentors .
About the internship
- During this paid program, you’ll work with field network managers, specialists and experts from head office and receive the very best support and guidance.
- You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
- Internships generally last from 12 to 16 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
- Could be recognized as practical experience subject to CPA Order approval.
What’s in it for you?
- Acquire hands-on experience.
- Build skills in client relationship management.
- Help clients achieve their financial goals.
- Put theory into practice.
- Get mentored by an experienced team of financial planners.
- Establish the foundations for building a prosperous career.
Roles and responsabilities
Under the guidance of the internship supervisor, you will learn about the process underlying the Financial Planner’s work: forging sustainable client relationships, managing client portfolios, understanding/analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting/outreach, client onboarding, the sales cycle and administrative follow-up. You will have opportunities to:
- Observe and take part in a Financial Planner’s day-to-day activities.
- Participate in creating, updating and optimizing financial plans.
- Assist the Financial Planner in the personalized financial planning process.
- Contribute to development goals by identifying new business opportunities.
- Use situational analysis to determine favourable conditions for financial transactions.
- Carry out the required analyses, diagnose the overall context and assess related risks.
- Apply financial and tax planning concepts.
- Prepare and present recommendations to the supervisor and the management team.
- Undergo specialized financial planning training and complete the investment funds course.
- Contribute to statistical analysis and other special projects.
- *Tasks may be adapted to take into account the successful applicant’s skills.
Qualifications and desired skills
- Be in at least the second year of a bachelor's program: financial planning, finance, accounting, or business administration.
- Relationship-building and networking skills.
- Desire to positively impact clients’ lives.
- Ability to work well in a team environment.
- Competitive and highly motivated to deliver or exceed your personal best.
- Excellent communication skills and ability to present complex information.
- Independent with an entrepreneurial spirit.
- Self-confidence and leadership skills.
- Strong interest in pursuing a career in financial and tax planning.
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
Financial Planning Intern
Posted today
Job Viewed
Job Description
Job Description
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Job Description
Looking for an exciting internship opportunity?
Eager to find out more about a career as a financial planner?
If you answered yes to all these questions, you could be the person we’re looking for to join our Winter 2026 internship program!
Nothing beats learning from the pros! At IG Wealth Management, we offer paid internships so university students can discover a wonderful career opportunity , backed by financial planning professionals and successful mentors .
About the internship
- During this paid program, you’ll work with field network managers, specialists and experts from head office and receive the very best support and guidance.
- You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
- Internships generally last from 12 to 16 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
- Could be recognized as practical experience subject to CPA Order approval.
What’s in it for you?
- Acquire hands-on experience.
- Build skills in client relationship management.
- Help clients achieve their financial goals.
- Put theory into practice.
- Get mentored by an experienced team of financial planners.
- Establish the foundations for building a prosperous career.
Roles and responsabilities
Under the guidance of the internship supervisor, you will learn about the process underlying the Financial Planner’s work: forging sustainable client relationships, managing client portfolios, understanding/analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting/outreach, client onboarding, the sales cycle and administrative follow-up. You will have opportunities to:
- Observe and take part in a Financial Planner’s day-to-day activities.
- Participate in creating, updating and optimizing financial plans.
- Assist the Financial Planner in the personalized financial planning process.
- Contribute to development goals by identifying new business opportunities.
- Use situational analysis to determine favourable conditions for financial transactions.
- Carry out the required analyses, diagnose the overall context and assess related risks.
- Apply financial and tax planning concepts.
- Prepare and present recommendations to the supervisor and the management team.
- Undergo specialized financial planning training and complete the investment funds course.
- Contribute to statistical analysis and other special projects.
- *Tasks may be adapted to take into account the successful applicant’s skills.
Qualifications and desired skills
- Be in at least the second year of a bachelor's program: financial planning, finance, accounting, or business administration.
- Relationship-building and networking skills.
- Desire to positively impact clients’ lives.
- Ability to work well in a team environment.
- Competitive and highly motivated to deliver or exceed your personal best.
- Excellent communication skills and ability to present complex information.
- Independent with an entrepreneurial spirit.
- Self-confidence and leadership skills.
- Strong interest in pursuing a career in financial and tax planning.
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.