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Credit Portfolio Officer (Credit Card Portfolio Risk Management)

Mississauga, Ontario Citigroup

Posted 6 days ago

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Job Description

We are seeking a highly motivated and analytical credit card portfolio risk analyst to join our Credit Risk Management team. The successful candidate will be responsible for developing, implementing, and monitoring credit risk strategies across the entire customer lifecycle, with a specific focus on customer acquisition and existing customer management. This role requires strong analytical skills, a deep understanding of credit risk principles, and hands-on experience with systems that support the acquisition and existing customers management of credit card customers, to optimize risk-reward outcomes and ensure portfolio health.
Key Responsibilities:
- Risk Strategy Development (Acquisition & Existing Customers): Develop, implement, and refine credit risk strategies for both new customer acquisition and existing customer management (e.g., line management, authorizations, payment defender/float, high risk and inactive account closure) by utilizing credit scoring models and population segmentation techniques.
- Portfolio Monitoring & Analysis: Monitor credit card portfolio performance, identify emerging risk trends, and conduct in-depth analysis to assess the impact of various risk factors across acquisition channels and existing customer segments.
- Data Analysis & Modeling: Utilize advanced analytical techniques and statistical models to segment customers, predict credit losses, and evaluate the effectiveness of risk mitigation strategies for both new and existing customers. This includes working with large datasets to extract meaningful insights.
- System Integration & Optimization: Work with and optimize systems related to credit card acquisition (e.g., originations platforms) and existing customer management (e.g., CRM, portfolio management systems) to enhance risk controls and operational efficiency.
- Reporting & Presentation: Prepare comprehensive risk reports and presentations for senior management, outlining portfolio performance, risk exposures, and recommendations for strategic adjustments.
- Policy & Procedure Adherence: Ensure all credit risk activities comply with internal policies, external regulations, and industry best practices.
- Collaboration: Partner with cross-functional teams including product development, marketing, operations, and collections to integrate risk considerations into business decisions. Represent Credit Risk in technology projects where effective communication is necessary to ensure risk requirements are properly addressed.
- Tool & System Utilization: Leverage credit risk management systems and tools (e.g., SAS, SQL, SAS Miner), and demonstrate strong proficiency with acquisition and existing customer management platforms for data extraction, manipulation, and analysis.
- Ad-hoc Analysis: Conduct ad-hoc analyses and special projects as required to support strategic initiatives and address specific risk concerns related to customer acquisition and existing portfolio management.
Experience:
- 6-10 years of experience in credit risk management, preferably within the credit card or retail banking sector.
- Proven experience in developing and implementing credit risk strategies and models, with a strong emphasis on customer acquisition and existing customer management.
- Demonstrable experience working with decision engines in acquisition (e.g., FICO Blaze or other Credit Decision Engine) and existing customer management (e.g., ACS, TRIAD).
- Strong analytical skills with the ability to interpret complex data and draw actionable conclusions.
- Excellent communication and presentation skills, with the ability to articulate complex analytical findings to technical and non-technical audiences.
- Strong problem-solving abilities and meticulous attention to detail.
- Ability to work independently and collaboratively in a fast-paced environment.
Technical Skills:
- Proficiency in SQL, SAS for data extraction, manipulation, and statistical analysis.
- SAS Miner for CHAID analysis and segmentation.
- Advanced Excel skills (pivot tables, VLOOKUP, complex formulas).
- Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
- Familiarity with credit scoring models and their application.
Citi Canada is an equal opportunity employer. Accordingly, we will make accommodations to respond to the needs of people with disabilities (including, without limitation, physical and mental health disabilities) during the recruitment process and otherwise in accordance with law. Individuals who view themselves as Aboriginals, members of visible minority or racialized communities, and people with disabilities are encouraged to apply.
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**Job Family Group:**
Risk Management
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**Job Family:**
Portfolio Credit Risk Management
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**Time Type:**
Full time
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**Primary Location Full Time Salary Range:**
$94,960.00 - $142,440.00
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**Most Relevant Skills**
Analytical Thinking, Constructive Debate, Escalation Management, Industry Knowledge, Policy and Procedure, Policy and Regulation, Process Execution, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Manager, Financial Planning & Analysis (FP&A)

Mississauga, Ontario Rodan Energy Solutions Inc.

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Job Description

About Us 

At Rodan Energy, our mission is Making Sustainable, Attainable. We’re a leading North American energy services company delivering innovative solutions that help clients reduce energy costs and greenhouse gas emissions, support electrification, and enhance grid efficiency. With over 20 years of expertise, we are trusted by North America’s largest energy users, power producers, and utilities. 

Why Join Rodan 

  • Thriving Industry: Be part of a rapidly growing sector at the forefront of innovation and sustainability. 

  • Product-Market Fit: 98% client retention and consistent year-over-year growth. 

  • Top Talent & Strong Culture: Collaborate with high-performing, passionate individuals committed to excellence and sustainability. 

What’s Great About This Role 

  • High Impact & Visibility: Access Rodan’s business data to uncover insights, identify trends, and influence strategic decisions. 

  • Build & Shape: Create processes, systems, and develop a small team  

  • Strategic FP&A Focus: Support internal business decisions and sustainable growth—not investor reporting. 

Key Responsibilities 

  • Partner with operations project leads to develop budgets, track actuals, and report on profitability 

  • Lead the execution of annual corporate budgeting process: 

  • Design templates, coordinate and review inputs  

  • Perform detailed review, analysis and validation with business leaders 

  • Consolidate, revise and report to internal and external stakeholders 

  • Administer Journyx (employee time/project tracking) and support ERP/financial system implementation: 

  • Setup and maintain systems 

  • Optimize functionality and deliver reports and analysis  

  • Complete testing and train other users 

  • Own and enhance costing and pricing tools in collaboration with sales and operations (e.g., labour rate sheets, pricing models) 

  • Deliver financial insights through review of actual results against project and corporate budgets; identify trends and take initiative to drive improvements in business decisions and processes 

  • Complete ad-hoc analysis such as pricing  and profitability reviews, break-even assessments and ROI calculations 

  • Refine KPIs, automate dashboards, and interpret results  

  • Support forecasting for P&L and cash flow 

  • Develop processes to assess service line profitability, including corporate cost allocations 

  • Lead one direct report, with potential for team expansion 

Qualifications 

Education 

  • Undergraduate degree in business with a focus on finance or accounting 

Experience 

  • 5–10 years in FP&A roles with a track record of high performance and advancement 

Technical Skills:  

  • Experience as a system administrator or super user, including with system upgrades and implementations. Exposure to the following are an asset: 

  • Salesforce 

  • Quickbooks 

  • Journyx 

  • Power Query, Power BI 

  • Experience with a variety of approaches for FP&A analysis, including financial modeling, project costing, ROI analysis 

  • Intermediate to advanced Excel skills 

Credentials 

  • CPA or CFA preferred (not required) 

Competencies 

  • Strong communicator within finance and across functions 

  • Structured and process-oriented 

  • Highly organized 

  • Systems thinker 

  • Experienced in supervising small teams 

Rodan Benefits 

  • Competitive salary and bonus 

  • Profit sharing 

  • Comprehensive health benefits package 

  • Group RRSP with employer matching 

Apply Now 

If you’re passionate about innovation and driving growth in a rapidly evolving industry, we want to hear from you. 

Please note: A criminal background check will be conducted as part of our hiring process. 

Referral Bonus : Know someone who would be a great fit? We’re offering a $2,500 referral bonus for successful referrals that lead to a hire for this role - connect with Allan Gomes at   

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Associate, Acquisitions & Asset Management (US Multifamily)

Toronto, Ontario Greybrook

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Job Description

Salary:

Who We Are

Greybrook is a Toronto-headquartered private equity real estate investment firm that invests and actively manages high-quality development-based and value-add opportunities. Greybrook allows individual investors to partner on an equity-basis with leading real estate developers to jointly acquire properties situated in growing urban and suburban markets that meet our investment criteria for new development or asset repositioning. Greybrook targets average annualized returns in excess of 20% on development-based opportunities and 12% to 18% on value-add developments. Greybrook and its affiliates have invested in over 110 real estate projects in Canada and the United States with an estimated gross development value of CAD $38 billion.



Overview of the Position

The Associate, Acquisitions & Asset Management (US Multifamily) will report to the Vice President of Acquisitions & Asset Management, and will be responsible for evaluating and executing on the acquisition, financing and disposition of value-add multifamily investments. The Associate will also play an active role in the oversight of the portfolio of multifamily investments located in the US.


Greybrook is seeking a qualified and talented professional with a background in finance, real estate, or a related field, and at least 3 years of experience in real estate investments, investment banking, audit, private equity or asset management. The candidate should have a strong proficiency with Excel, excellent communication and organizational skills, with the ability to work both independently and collaboratively in a fast-paced environment.


Responsibilities

Acquisitions Responsibilities:

  • Conduct in-depth financial analysis to evaluate potential acquisitions of multifamily real estate assets across target markets in the US.
  • Maintain a network of investment and debt brokers to source potential acquisition opportunities
  • Assist with the preparation of financial packages for consultants and lenders on acquisition, disposition, and potential financing.
  • Support the due diligence on acquisition, financing, and disposition processes and coordinating with other departments and external partners.
  • Help prepare investment proposals and presentations for review by the Vice President of Acquisitions & Asset Management.


Asset Management Responsibilities:

  • Support ongoing asset management and reporting requirements, including annual budget reviews, and semi-annual investor reporting
  • Maintain detailed databases on the fundamentals of target markets across the US.
  • Work collaboratively with internal and external teams to ensure successful implementation of the investment strategy.
  • Conduct complex financial analysis to evaluate current investment performance and propose and implement changes to the investment strategy as required.


Qualifications and Key Attributes:

  • Must have a minimum of 3 years of relevant experience.
  • Experience in financial modeling, investment analysis, and due diligence.
  • Bachelors degree in finance, accounting, real estate, or a related field.
  • Strong Excel and PowerPoint skills.
  • Ability to operate and thrive in a fast-paced, dynamic environment.
  • Ability to gather, synthesize and organize large datasets.
  • Highly resourceful problem solver and quick learner.
  • An effective communicator both verbally and written.
  • Reliable, focused, and detail oriented.
  • Responsive and acts with foresight.
  • Ability to work independently and collaboratively to enact results and achieve desired outcomes.
  • Adept at managing and building relationships with partners, stakeholders and the team.
  • The demands of the role require successful candidates to have strong time management and organizational skills.
  • Must be able to travel occasionally to the US.

We are committed to hiring the most qualified candidates while fostering a diverse, equitable, and inclusive workplace. We welcome applicants of all backgrounds and ensure equal consideration for employment, regardless of gender, ethnicity, origin, sexual orientation, disability, or socioeconomic status.


If you require any accommodations during the recruitment and selection process, please let us know. We will make every effort to provide a seamless and accessible experience.

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Tax Senior / Manager / Senior Manager / Director Asset Management

Toronto, Ontario Catalyst Labs

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Job Description

Location:
Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.g., Jersey, Guernsey, Isle of Man)

Overview:
We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world’s leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting.

Key Responsibilities:

  • Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry

  • Review and prepare U.S. tax returns and forms including but not limited to:
    • Form 1065 , Form 1120 , Form 1120-F , Form 1040-NR

    • Form 5471 , Form 8865 , Form 8858 , Form 8938 , Form 1118 , Form 8621

    • FATCA and CRS-related reporting

  • Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules

  • Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies

  • Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules

  • Advise on fund formation, investment structuring, and exit planning

  • Liaise with clients, legal counsel, auditors, and tax authorities as needed

  • Supervise and mentor junior staff, and manage project timelines and deliverables

  • Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore

Qualifications:

  • CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation

  • Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team

  • Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients

  • Strong technical knowledge of U.S. federal income tax and cross-border taxation matters

  • Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles

  • Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset

  • Excellent interpersonal and project management skills

What the Role Offers:

  • Relocation support, including accommodation, transportation, and flights for the candidate and their family.

  • Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.

  • Tax-free or low-tax jurisdiction employment

  • Exposure to top-tier global clients and complex international tax issues

  • Opportunity to live and work in premier financial hubs with high quality of life


Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.


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Associate Manager - Wealth & Asset Management Practice (US & Canada)

Toronto, Ontario SIA

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Job Description

Job Description

Company Description

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. 

Strategy & Management Consulting 

Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy.   

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems.  Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. 

Job Description

Consulting Skills   

  • Client delivery as part of an on-site or remote project team   

  • Demonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignment, conducts regular points of progress  

  • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management   

  • Manage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadership   

  • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data   

  • Utilize higher-level methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables   

  • Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups  

  • Provide status reporting of progress, dependencies, issues, risks and overall program health   

  • Responsible for the work streams of a complex project and takes the lead on simple projects   

  • Maintain program sites as a repository for all project information  

Business Expertise Skills  

  • Support practice, thought leadership, and people development activities firmwide  

  • Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain  

  • Share experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staff   

  • Help contribute and support Sia’s growing U.S. Wealth & Asset Management practice 

  • Be a great teammate 

Business Development Skills   

  • Write business proposals and presentations autonomously   

  • Detect, trace, and qualify business opportunities   

  • Relay information relevant to new business activities and prospects to manager, team, and business unit/line leaders  

People Management Skills  

  • Supervise a project team internally and on client assignment  

  • Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style  

Qualifications

  • Bachelor’s degree required preferably in a Business or related field  

  • 6+ years of recent client-facing management consulting experience (FS background preferred) 

  • Leadership and mentorship experience

  • Moderate knowledge and skill in consumer banking and payments  

  • Trained to moderate knowledge and skill in project management 

  • Experience supporting client interview sessions - taking accurate notes, providing meeting minutes, scheduling client meetings, etc. 

  • Experience supporting the construction of executive presentations 

  • Proven communication, interpersonal, and organizational skills 

  • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients 

  • Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision 

  • An ability to transform your domain knowledge and project experiences into published content for Sia Partners Insights 



Additional Information

ADDITIONAL INFORMATION  

All your information will be kept confidential according to EEO guidelines. 

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.  

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. 

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Associate Vice President, National Office, Sales Effectiveness, TD Asset Management

Toronto, Ontario TD Bank

Posted 4 days ago

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**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$145,000 - $00,000 CAD
This role is eligible for a discretionary variable compensation award that considers business and individual performance.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Department Overview**
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. TDAM and its affiliates manage over 500 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.
The National Office within Retail Distribution plays a critical role in supporting Sales Leaders and Sales Professionals to grow the business, enhance the advisor experience, and drive operational efficiency.
The team collaborates closely with internal partners to equip colleagues with the right content, activities, resources, and processes to perform at their best.
The **Sales Enablement team** is responsible for defining and delivering a comprehensive suite of resources and events that support sales effectiveness.
The **Sales Operations team** oversees sales compliance and procedures, manages sales tools and strategic projects, delivers reporting and data insights, and coordinates sales training initiatives.
Together, these teams ensure all Retail Distribution colleagues are enabled with the tools, insights, and support needed to succeed.
**Key Responsibilities**
**Job Description / Accountabilities:**
Reporting to the Vice President & Head of Wealth Advisor Distribution, the Associate Vice President, National Office and Sales Effectiveness, Retail Distribution is responsible for:
+ Owning the strategy and execution of sales plan by developing and implementing the sales model, driving proper activity in the field and building and reporting against plan
+ Leading the strategic direction for growth and retention of TDAM assets through all Retail Distribution advice channels
+ Making data-driven decisions to prioritize activities designed to support business growth
+ Supporting the development and execution of robust sales activity plans into business outcomes including client-focused activities
+ Managing the P&L and all initiatives to drive financial goals, expense management and compliance
+ Developing strategies and programs to grow the Retail Distribution business (Sales Training, Segmentation, Sales Management)
+ Developing a client loyalty program with measurable ROI
+ Owning the relationship with data analytics to deliver on sales reporting, insights to drive strong sales results
+ Delivering National Sales Conference, Management Offsite and Regional Meetings
+ Leading the planning and execution of roadshows, product launches, and due diligence sessions
+ Acting as the business leader in all critical stakeholder relationships across the organization
+ Building key relationships within market and across the enterprise with sales effectiveness colleagues
+ Responsible for Compliance / Procedures / Audits, including oversight of procedure formulation within the context of external regulators and corporate policy
**Qualifications & Experience**
+ A demonstrated background in the Investment Funds industry, with excellent operational and product knowledge
+ 15+ years of experience including excellent Sales Management leadership experience within the industry
+ People Leadership is key in this function; both the ability to effectively collaborate, influence and manage stakeholders
+ Effective communication and presentations skills
+ Expertise in working effectively in teams - requires a track record of working cross-organizationally and with multiple stakeholders at varying levels
+ Organizational awareness
+ Strategic thinking skills in a fast-paced environment
+ Experience in project management, from concept to execution
+ Undergraduate degree required; Post Graduate degree preferred
**Leadership Skills**
+ Cultivates and models the Colleague Promise to support colleague growth and foster a culture of care. Leads with authenticity and supports well-being to represent TD's brand.
+ Builds and retains an engaged and diverse team that embraces diversity of thought, creativity, and curiosity. Values, respects, and listens to every colleague and customer, committing to a common goal and collaborating to move with speed and get things done.
+ Identifies, recruits, and develops a diverse talent pipeline to innovate and maximize individual strengths, leading to better business outcomes.
+ Encourages colleague development to achieve career and business objectives, providing timely feedback, motivation, appreciation, and recognition.
+ Promotes a continuous learning culture by proactively seeking, listening to, and acting on feedback from peers and colleagues to improve the colleague experience.
+ Fosters an environment that encourages sharing of knowledge, information, skills, and subject matter expertise among the team. Ensures timely management and escalation of issues and creates opportunities to collaborate with other functions and teams.
+ Leads teams through change, creating an environment where they feel psychologically safe to challenge current practices.
+ Models resiliency and flexibility, communicates a compelling vision with clarity, and empowers colleagues to drive innovation.
+ Fosters a high-performance culture by setting team targets and objectives, promoting ongoing feedback and coaching, and conducting regular performance reviews to drive accountability and business results
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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Director, Critical Asset Lifecycle Management

Toronto, Ontario Equinix

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Job Description

Job Description

Who are we?

Equinix is the world’s digital infrastructure company®, shortening the path to connectivity to enable the innovations that enrich our work, life and planet. 

A place where bold ideas are welcomed, human connection is valued, and everyone has the opportunity to shape their future. A career at Equinix means being at the center of shaping what comes next and amplifying customer value through innovation and impact. You’ll work across teams, influence key decisions, and help shape the path forward. You’ll find belonging, purpose, and a team that welcomes you—because when you feel valued, you’re empowered to do your best work.

Job Summary

To lead the global capability of Critical Asset Lifecycle Management within the Critical Asset Management (CAM) function at Equinix. This role is responsible for creating and executing the lifecycle and capital strategy framework for the global estate of 200,000–300,000 critical assets. The Director will establish an industry-standard baseline for time-based lifecycle expectations, normalize capital values across asset classes, and integrate lifecycle risks, utilization metrics, and business opportunity lenses to deliver enterprise capital planning insights. The role also ensures the professional digital presentation of CAM’s advisory outputs, leveraging UI/UX design and digital pivot-table models to provide leadership with clear, actionable options for global capital strategy.

Responsibilities
The Director, Critical Asset Lifecycle Management will oversee the comprehensive review and management of Equinix’s global critical asset base, ensuring lifecycle insights directly inform capital strategy. This role balances technical engineering standards with financial stewardship, embedding governance, data discipline, and risk modeling into a global program that shapes 100s of millions of dollars in capital allocation.

Working across finance, procurement, engineering, and operations, the Director translates lifecycle data into actionable strategies, delivering clear investment options that weigh asset condition, utilization, risk exposure, and business opportunity. Beyond analysis, the Director ensures the CAM team’s outputs are professional, digital, and tailored for executive decision-making, strengthening Equinix’s ability to optimize capacity, reduce risk, and unlock customer value.

Strategic Leadership

  • Develop and lead the global Critical Asset Lifecycle Management framework, establishing lifecycle baselines, capital normalization, and risk weighting

  • Build the vision, strategy, and operating model for integrating lifecycle insights into global capital investment decisions

  • Partner with CAM peers to refine capital options by applying risk, utilization, and business value layers

  • Drive the professional digital output of CAM advisory work, ensuring clarity, impact, and executive-ready presentation

Planning, Delivery, and Execution

  • Lead the global review of 200,000–300,000 critical assets, establishing lifecycle and capital strategy baselines

  • Translate lifecycle insights into multi-year capital roadmaps, aligned with enterprise finance and execution cycles

  • Oversee governance and controls for lifecycle accuracy and continuous improvement

  • Direct creation of digital scenario models (pivot tables, dashboards, UI/UX solutions) for risk-based and opportunity-based planning

  • Collaborate with engineering, finance, and operations to integrate lifecycle planning into enterprise capital allocation

Relationship and Communication

  • Serve as global thought leader for asset lifecycle management, representing CAM with senior executives, regional operations, finance, and external vendors

  • Provide expert counsel on lifecycle optimization, and strategic capital prioritization

  • Present complex lifecycle strategies in clear, compelling formats to diverse stakeholders

  • Build collaborative relationships across procurement, finance, engineering, and operations to align lifecycle strategy with business outcomes

Managerial Excellence

Lead and mentor a global team consisting of:

  • 3 Engineers (lifecycle specialists) AMER, APAC, EMEA

  • 1 CapEx Finance Manager

  • 1 UI/UX & Digital Knowledge Manager

  • Set direction, goals, and development paths for team members

  • Promote a culture of accountability, innovation, and continuous improvement

  • Ensure succession planning for critical lifecycle management roles

Relationship and Communication

  • Resolves highly complex conflicts/issues and escalates to the executive level as required

  • Supports dynamically changing environments

  • Provides thought leadership and works to influence and impact the unit and stakeholders across the enterprise

  • Interacts with senior executives and executives on the full range of matters related to team responsibilities

  • Focuses on the unit’s accountability to support the business, influence their results and add value

  • Analyzes new and complex industry, technology, economic, and competitive situations

  • Evaluates potential solutions and leads the function towards the adoption of optimal solutions

  • Provides expert counsel and thought leadership to business partners on capital planning process design, and optimization to address each business partner’s business strategy and priorities

  • Raises the profile of Critical Asset Management across Equinix


Qualifications

  • 12–15 years in asset management, lifecycle planning, or capital strategy in mission-critical industries (data centers, utilities, infrastructure)

  • Proven leadership in global or complex environments, integrating engineering, finance, procurement, and operations

  • Strong digital acumen: ability to design and direct executive-ready outputs (dashboards, pivot tables, visualization tools)

  • Excellent communication and executive-level influencing skills

Preferred

  • Familiarity with industry standards (ASHRAE, IEEE, NFPA, Uptime Institute) highly desirable

  • Certifications in project/program management or asset management frameworks preferred

  • CPA

The targeted pay range for this position in the following location is / locations are:

Canada - Toronto Office TRO : 136,000 - 204,000 CAD / Annual

Our pay ranges reflect the minimum and maximum target for new hire pay for the full-time position determined by role, level, and location.The pay range shown is based on our compensation structure in place at the time of posting and may be updated periodically based on business needs. Individual pay is based on additional factors including job-related skills, experience, and relevant education and/or training.

The targeted pay range listed reflects the base pay only and does not include bonus, equity, or benefits. Employees are eligible for bonus, and equity may be offered depending on the position.

Equinix Benefits

As an employee, you become important to Equinix’s success. We ensure all your benefits are in line with our core values: competitive, inclusive, sustainable, connected and efficient. We keep them competitive within the current marketplace to ensure we’re providing you with the best package possible. So, wherever you are in your career and life, you’ll be able to enhance your experience and bring your whole self to work.

Employee Assistance Program : An Employee Assistance program is available to all employees.

Canada Core Benefits: - Insurance: You may enroll in healthcare coverage that is designed to complement the provincial healthcare system, along with life, disability and optional benefit plans that are designed for you and your eligible family members. - Retirement: You may also enroll in Equinix-sponsored retirement or savings plans: Defined Contribution Pension Plan (DCPP), Group Retirement Savings Plan (RRSP) and Tax-Free Savings Plan (TSFA). - Vacation and Paid Holidays: Equinix offers both vacation and personal time, along with various paid holidays for you to rest and recharge. Eligibility requirements apply to some benefits. Benefits are subject to specific plan or program terms, and to change at Equinix discretion.

Equinix is committed to ensuring that our employment process is open to all individuals, including those with a disability.  If you are a qualified candidate and need assistance or an accommodation, please let us know by completing this form.

Equinix is an Equal Employment Opportunity and, in the U.S., an Affirmative Action employer.  All qualified applicants will receive consideration for employment without regard to unlawful consideration of race, color, religion, creed, national or ethnic origin, ancestry, place of birth, citizenship, sex, pregnancy / childbirth or related medical conditions, sexual orientation, gender identity or expression, marital or domestic partnership status, age, veteran or military status, physical or mental disability, medical condition, genetic information, political / organizational affiliation, status as a victim or family member of a victim of crime or abuse, or any other status protected by applicable law. 

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Senior Technology Consultant, IT Asset Management (ITAM) Workflow Products Expert Implementation ...

Toronto, Ontario ServiceNow, Inc.

Posted 23 days ago

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Job Description

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
**The Team**
The Customer Outcomes team at ServiceNow works with customers to help them achieve their business outcomes by providing prescriptive guidance. As part of the Customer Outcomes team, you will work with our customers to drive consumption, adoption, and customer satisfaction and ultimately help our customers grow their business on the ServiceNow platform by getting them to see the value of their ServiceNow investment.
**The Role**
The Sr. Technical Consultant, ITAM Workflow is the functional and technical expert of a customer engagement team - consulting with customers and configuring the ServiceNow ITAM products based on configuration best practices - all with the goal of accelerating and driving customer business outcomes.
**What you get to do in this role:**
+ Be the technical expert in how to best support ITAM by configuring Hardware Asset Management (HAM) and Software Asset Management (SAM) capabilities using ServiceNow best practices focused on configuration vs. customization
+ Support the engagements efforts for ITAM-specific process definition, re-engineering, improvement and gap analysis of current/future-state processes during workshops with key customer sponsors and stakeholders
+ Advise customers in their efforts to take advantage of the ServiceNow ITAM Solution's standard capabilities in their efforts to improve their ITAM capabilities
+ Lead customer design workshops focused on ServiceNow Platform and ITAM Solution technology
+ Guiding customers in completing required documentation such as business requirement workbooks for technical aspects of the solution
+ Drafting more technically-focused user stories, their acceptance criteria, testing strategy and knowledge transfer while supporting customers in reviewing and approving them
+ Guides and provides ad-hoc oversight/training for the customer's future system administrators throughout the engagement
+ Lead technical aspects of project delivery and solution delivery for engagements, sometimes providing oversight and unit testing of partner resources development
+ Be a lead member of an overall engagement project team focused on delivering successful and substantive customer outcomes
+ Develop required integration components (SSO, LDAP, etc.) with multiple systems
+ Develop required portal components
+ Prepare all customer-facing deliverables focused on the technology and responsible for quality of configured/developed solution
+ Juggle multiple and complex projects/initiatives
+ Promoting continuous improvement practices for delivery/engagement materials
+ Supporting specific sales activities when required
+ Providing training and mentoring to other members of the ServiceNow delivery team and partner ecosystem upon request
+ Up to 50% travel annually, driven by customer needs and internal meetings
**In order to be successful in this role, we need someone who has:**
+ A current ServiceNow Certified System Administrator (CSA) certification, and relevant Solution-Specific Certified Implementation Specialist designations in HAM and SAM and/or Micro-Certifications
+ 8+ years of configuration/development experience for complex, highly-capable, technologies - inclusive of integrations and portals
+ Demonstrated ability to influence and consult (providing options with pros, cons and risks) in within ITAM, while providing thought leadership to sponsors/stakeholders in solving business process and/or technical problems
+ Experience with Web Technologies (XML, HTML, JavaScript, Web Services, Bootstrap, CSS, middleware, LDAP, SSO, etc.) and working with SaaS technologies
+ Strong understanding with leading ITAM leading practices and related systems and tools such as CMDB, SAM and HAM.
+ Strong interpersonal skills, customer-centric attitude, ability to deal with cultural diversity
+ Proven team player and team builder
FD21
**Work Personas**
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here ( . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.
**Equal Opportunity Employer**
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
**Accommodations**
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact for assistance.
**Export Control Regulations**
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.
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Investment Banking Analyst

Toronto, Ontario Agentis Capital

Posted today

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Job Description

Job Description

Job Description

Agentis Capital Advisors is looking to hire an experienced Investment Banking Analyst for the office in Toronto, ON.

Overview

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart.

Job Details

  • Base Salary: $120,000 per annum

  • NOC Group: 11101

  • NOC Job Title: Financial Analyst

  • Job Type: Full Time, Permanent

  • Language: English

  • Position Available: 1

  • Job Location: 810-18 King Street East, Toronto, ON M5C 1C4

  • Desire Start Date: Immediately

  • Hours of Work: 40 hours/week, Monday through Friday, 9:00AM - 5:00PM

Job Description

As an integral member of the advisory team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation. Your work will directly impact our clients and the firm.

Your role will include:

  • Participating in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments

  • Developing complex financial models for infrastructure transactions, including the use of macros and VBA programming

  • Assisting in the management of due diligence processes, including managing third-party advisors

  • Developing asset valuations using a variety of approaches

  • Preparing client presentations and actively participating in discussions

  • Evaluating investment opportunities and management of existing investments

  • Researching potential investment banking opportunities; providing research on target companies, sectors, industries, and geographies

  • Maintaining marketing materials for the firm, including creating pitch decks to be presented to potential clients

Job Requirements

  • Completion of an undergraduate program with specialization in finance is required;

  • Please highlight if you have post-graduation or equivalent formal education in finance;

  • Prior investment banking experience is required;

  • Prior experience in infrastructure advisory is required;

  • Minimum one year of full-time work experience is required;

  • Exceptional academic results (minimum cGPA of 80% or 3.7/4.0);

  • Ability to concisely communicate complex concepts and ideas verbally and in writing;

  • Ability to take initiative and work independently with minimal supervision;

  • Desire to assume increasing levels of responsibility and seek solutions to complex problems;

  • Committed to producing accurate and thorough work product under tight deadlines;

  • Ability to learn quickly and adapt in a fast-paced work environment;

  • Ability to work effectively in a team environment;

  • Able to work under pressure and time constraints in a fast-paced environment.

Other Information

  • Benefits include paid vacation, paid sabbatical, extended health benefits (including dental, vision, and drug), EAP, AD&D, basic life insurance, dependent life, and other minimum provincial benefits.

How to Apply

  • Please apply via email.

  • Applications must include your resume and a copy of your latest university transcripts.

  • Only qualified candidates will be contacted.

  • This position is open for newcomers to Canada, visible minorities, and Indigenous peoples.

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Director, Investment Banking - Digital Infrastructure

Toronto, Ontario Agentis Capital

Posted today

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Job Description

Job Description

Job Description

Our Firm

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments.

Agentis Capital Advisors is a business segment of Agentis Capital Partners, which operates a synergistic platform across four main business segments: Agentis Capital Partners (principal investments), Agentis Capital Advisors (financial advisory and asset management services), Agentis Capital Mining Partners (mining advisory), and Agentis Capital Markets (capital markets).

The Opportunity

As a Director, you will play the critical role of leading Agentis’ North American Digital Infrastructure financial advisory practice. You will be expected to pitch and win Digital Infrastructure financial advisory mandates, successfully execute on multiple mandates concurrently, build and train a growing team of practitioners, and consistently provide high quality, bespoke services to our clients. This role requires a strategic mindset, strong leadership skills, a deep understanding of the infrastructure finance landscape, and expertise in deal management and technical delivery.

Your role will include:

  • Positioning Agentis as the pre-eminent independent financial advisor in the North American infrastructure space

  • Developing and maintaining relationships with leading infrastructure investors active in the Digital Infrastructure space (i.e. data centers, fiber networks, telecom, etc.)

  • Identifying and pitching for Digital Infrastructure financial advisory opportunities with private and public sector clients

  • Driving technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution

  • Leading transaction teams to successfully execute Digital Infrastructure financial advisory mandates

  • Developing a growing Digital Infrastructure advisory team including the addition of junior and senior members

Your Skills and Experience

  • Minimum eight years of relevant experience at an Investor, Advisor, or Corporation involved in Digital Infrastructure (experience within Canada or North America preferred)

  • Ability to generate and execute on leads for investment banking mandates in the digital infrastructure sector (buy-side, sell-side, capital raising)

  • Successfully closed multiple Digital Infrastructure transactions

  • Ability to maintain/develop a strong network of relationships with data center and fibre to the home companies in North America

  • Strong analytical and problem-solving skills, capable of addressing complex financial challenges and developing innovative solutions.

  • Exceptional verbal and written communication skills, enabling clear articulation of complex financial concepts to clients, team members, and stakeholders.

  • Exceptional leadership skills with a track record of building and motivating high-performing teams

  • Ability to work under pressure and consistently deliver high-quality work with strict deadlines to meet team and client objectives

Our Differentiators

  • Exceptional level of responsibility on complex transactions across verticals and financial products;

  • Opportunities to work on global transactions;

  • Continuous internal training and leadership development programs;

  • Competitive compensation, employee ownership, and comprehensive benefits package;

  • Paid sabbatical every two years of employment;

  • Entrepreneurial culture with a clear path to partnership; and

  • Access to principal investment opportunities alongside Partners.

Position Type

  • Permanent Full-Time

  • Desired start date: Immediately

  • Location: Toronto or Vancouver

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