Business Development Associate, Inside Sales

Posted:October 3, 2022

Our Client, a recognized leader in private equity investments is searching for their next Business Development Associate, Inside Sales located in Quebec.

Business Development Associate, Inside Sales (Quebec)

The Firm:

Our client a recognized leader in private equity investments and believe all Canadians should be able to responsibly build their wealth through high quality real estate investments. Their exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. They have discovered that finding the right opportunities involves time, experience, and discipline. Strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. They attract diverse, exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

About the Position:

We are seeking a bilingual (Quebecois French), ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success. Reporting to the SVP, Wholesale Fund Sales, you will be primarily responsible for assisting the firm’s wholesale team with servicing existing financial advisor clients and the development of new business from the financial advisor and professional investment community.
Successful candidate must also possess strong character and desire to steward and nurture firm relationships. The reputation of the firm with its partners, clients and regulators is paramount.

Key Functions and Responsibilities:

  • Plan, lead and drive sales to achieve and surpass sales goal targets
  • Develop an excellent working relationship with prospects, advisor clients and other partners
  • Provide support to senior team members – ensuring required activity levels are achieved
  • Establishing initial contact with new leads to initiate the new business development process via outbound calling
  • Deliver presentations or attend advisor meetings when required, provide assistance at corporate events
  • Develop an excellent understanding of the firm’s investment products
  • Achieve daily, weekly and monthly targets while ensuring company database is kept up to date

Required Skills and Abilities:

  • Highly developed phone and in-person sales and conversation skills, ability to answer questions from industry professionals in a competent manner
  • Networking ability to target key decision makers and the ability to build rapport quickly
  • Excellent written and spoken communication skills in English and Quebecois French
  • Ability to perform under pressure in results driven environment
  • Strong time management, follow-up and organizational skills
  • Ability to travel nationally as required

Education and Experience:

  • 2 years+ experience inside sales role for a financial fund company or similar experience
  • Real estate experience is an asset, but not required.
  • A post-secondary degree in a related field and/or equivalent business experience.

Our Commitment to Diversity, Equity and Inclusion:

In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates
diversity of thought, background and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.

Interested candidates please contact Stephanie Williams at swilliams@collinsrecruit.com.

AVP, Commercial Portfolio Management

Posted:June 21, 2022

Our Client, is searching for their next AVP, Commercial Portfolio Management who will be a natural leader in their Account Specialist Team.

The Opportunity – AVP, Commercial Portfolio Management

Leadership. Credit management. Business growth. Networking. Compliance strategist.

Foundational knowledge and experience to grow:

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Expert Banking Advisor

Posted:September 16, 2022

Our Client, a recognized leader in private equity investments is searching for a Expert Banking Advisor.

What is the opportunity?

As an Expert Banking Advisor, you attract, nurture, and grow relationships with their high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with bank partners to help clients with their goals and key life events. As an expert advisor, you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.

What will you do?

What do you need to succeed?

Must-have

  1. Fundamentals of Personal Finance
  2. Investment and Taxation Fundamentals – Quebec
  3. Insurance and Retirement – Quebec

Nice-to-have

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Financial Planning Associate

Posted:September 16, 2022

Our Client, located in Quebec, is searching for a Financial Planning Associate.

What is the opportunity?

As a Financial Planning Associate you will provide value added sales support and responsive value based client contact for a team of Financial Planners. You will be responsible to help meet unit/team sales objectives by contributing to a differentiated client experience, making the institution easy to do business with and collaborating with partners across the organization to identify and meet client needs/goals.

What will you do?

What do you need to Succeed?

Must-Have

Special Conditions:

Flexibility may be required to meet with Financial Planner at their location

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Senior Associate, National Accounts

Posted:August 19, 2022

Our Client, a recognized leader in private equity investments is searching for a Senior Associate, National Accounts.

The firm:

Founded in 2015, Our client is a recognized leader in private equity investments and believes all Canadians should be able to responsibly build their wealth through high quality real estate investments. Their exponential growth is a direct outcome of their leadership team understanding how the industry works and how to create long-term wealth through real estate investing. They have discovered that finding the right opportunities involves time, experience, and discipline. Their strategy is always forward-looking, anticipating trends and adapting their selection to strengthen their market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for their investors. They attract diverse, exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

About the Position:

We are seeking an ambitious self-starter with a high degree of energy, motivation, and discipline to achieve sales success. Reporting to the VP, National & Strategic Relationships, you will be primarily responsible for assisting the firm’s National Accounts team with the development of new business from Investment Dealers and the professional financial community and servicing existing clients.

Successful candidates must have a strong work ethic with a client centric focus to head office relationship management. The reputation of the firm with its partners, clients and regulators is paramount.

Key Functions and Responsibilities:

Required Skills and Abilities:

Education and Experience:

Commitment to Diversity, Equity and Inclusion:

In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Business Development Associate, Inside Sales

Posted:August 18, 2022

Our Client, a recognized leader in private equity investments is searching for a Business Development Associate, Inside Sales.

About the Position:

We are seeking an ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success. Reporting to the Managing Director, Capital Markets, you will be primarily responsible for assisting the firm’s wholesale team with servicing existing financial advisor clients and the development of new business from the financial advisor and professional investment community.

Successful candidates must also have a strong character with a desire to take care of firm relationships. The reputation of the firm with its partners, clients and regulators is paramount.

Key Functions and Responsibilities:

Required Skills and Abilities:

Education and Experience:

Commitment to Diversity, Equity and Inclusion:

In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Compliance Specialist

Posted:August 9, 2022

Our Client, is searching for a Compliance Specialist.

Position Summary

The successful candidate will lead the firm’s compliance function in support of the Chief Compliance Officer. As a key member of the firm, the successful candidate’s primary responsibilities are to support the company’s mission of investment and client service excellence in a compliant manner.

Duties and Responsibilities:

A) Firm Compliance
1. Maintain the firm’s Policy and Procedure Manual.
2. Maintain the firm’s client relationship disclosure documentation and complete the initial drafts of new documents and/or communications as required.
3. Assume Chief AML and Chief Privacy roles and responsibility for OBSI relationship.
4. Maintain compliance logs as well as the corporate Compliance files.
5. Attend PMAC compliance sessions as well as relevant NBIN webinars.
6. Monitor the websites and publications of the OSC, CSA, FINTRAC and select legal firms for upcoming regulatory changes and best practices.
7. Review, approve and retain records of marketing material.
8. Oversee the Compliance training of Tacita associates.
9. Take a leading role in responding to any regulatory inquiries and audits.
10. Liaise with the firm’s external compliance consultant.
11. Manage the firm’s NRD and registration applications and updates.
12. Initiate and track annual associate disclosures and certifications.
13. Ensures sign off annually to our Code of Ethics for Personal Investing and Business Conduct by all associates.
14. Coordinating regulatory compliance procedures across organizational structures.
15. Annual review of Business Continuity Plan and associated testing.
16. Other tasks and responsibilities as assigned.

B) Client Compliance

1. Ensure all client service procedures, documentation, communications and files comply with AML, FATCA and CSA/OSC reporting requirements.
2. Monthly AML scans.
3. Sign off on the completion of client onboarding files.
4. KYC tracking and reviews including auditing completion of confirmation emails and their filing.
5. Review client risk assessments.
6. Work with staff and the portfolio managers to troubleshoot and resolve specific client issues.
7. Liaise with the custodian, NBIN, as required.

C) Private Pool Compliance

1. Review and authorize TCI Premia Pool subscription forms received for non-managed account investments.

D) Regulatory Filings and Reports

1. Coordinate the preparation and submission of non-financial regulatory filings.
2. File Quebec semi-annual complaint form.
3. Assist in drafting the Annual Compliance Report to the Board.
4. Prepare the Annual Compliance Plan and Calendar for CCO sign off and submit a weekly
and monthly checklist of all completed activities to the CCO.
5. Conduct Biennial Risk AML/TF Assessment and prepare initial draft Report and lead any other internal compliance audit programs as required.

E) Committees and Projects

1. Evolve to the Compliance Committee Chair but is immediately responsible for assisting in preparing Agenda and doing minutes/action items.
2. Sit on Valuation and Fee Committees.
3. Participate in or lead various projects as required.

DESIRED ATTRIBUTES:

PERFORMANCE METRICS:

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Assistant Controller

Posted:July 7,2022

Our client, is searching for a Assistant Controller.

Responsibilities:

 Prepare ad hoc reporting and participate in other projects as required.
Required Qualifications:

 Demonstrates focus and drive to achieve targets, budgets and results through development and
maintenance of operational and financial KPI’s/Dashboards.
Job Description

 Embraces the challenge of problem solving and identifying and implementing well thought through
practical solutions.
Working Conditions:

 Office environment and plant floor.
Effort/Physical Demands:

Ability to travel outside of Canada as necessary
Health and Safety Responsibilities:

Must use or wear equipment, protective devices or certain clothing as required by the situation or
environment.
Benefits:

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Finance Manager – Metallics

Posted:July 7,2022

Our client, is searching for a Strategy oriented Finance Manager-Metallics .

Required Qualifications:

 

Responsibilities:

o Provide leadership, guidance and support during Annual budget process
o Acquisition support

Working Conditions:

 

Health and Safety Responsibilities:

Back-up Duties:

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Program Finance manager

Posted:July 7,2022

Our client, is searching for a highly analytical Program finance manager .

Responsibilities:

Preferred Qualifications and Critical Success Factors:

Working Conditions:

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

 

Details

Commercial Account Manager, Trainee

Posted:August 8, 2022

Our client, located in Quebec, is searching for a Commercial Account Manager, Trainee that is focused on developing professional relationship and delivering top-tier financial advise.

Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific for individual needs. This is a senior role in which your highly-developed experience with financial analysis, credit, and client acquisition relationship takes center stage. Your finely honed solution-development skills, combined with your innate business acumen, portfolio management expertise, and knack for client service, sets the stage for success.

What will you do?

What do you need to succeed?

Must-have

Nice-to-have

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Commercial Account Manager

Posted:August 8, 2022

Our client, is searching for a proactive Commercial Account Manager located in Quebec.

What is the opportunity?

As our Commercial Account Manager trainee, you are in a proactive, face-to-face sales role in the Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training. This opportunity prepares you to deliver excellent, responsive, and proactive service to commercial business clients in the areas of accounts, operating services, credit, lending, and deposits. Your training occurs on-the-job, combined with self-study material, interactive online courses, and classroom training.

What will you do?

What do you need to succeed?

Must-Have

Nice-to-have

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Financial Planner

Posted:August 8, 2022

Our client, is looking for a financial planner to manage and grow a portfolio of mass affluent clients located in Quebec.

What is the opportunity?

As a Financial Planner with Canada’s leading financial institution, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

What do you need to succeed?

Must-have

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Banking Advisor

Posted:August 8, 2022

Our client, is looking for a client-focused Banking Advisor located in Quebec.

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As a bank ambassador, you add value in the moments that matter most to clients and collaborate with bank partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

What do you need to succeed?

Must-have

Nice-to-have

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Experienced Financial Advisor

Posted:August 8, 2022

Our client, an award-winning, full-service investment brokerage firm, is searching for an Experienced Financial Advisor.

The Opportunity
The firm helps their clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience.

Our client is an equal opportunity employer, committed to developing an inclusive culture. They believe that diverse ideas, opinions and perspective are good for building business.

Are you an established Financial Advisor, self-motivated and driven to cultivate strong relationships that will positively impact your clients’ financial future?

Do you value autonomy in a performance-based environment with a focus on developing your practice? Are you an ambitious professional who doesn’t want their career to be limited by earning potential or corporate ladders?

If so, transfer your practice to this investment firm, where you will have the opportunity to tap into your entrepreneurial spirit and expand your book of business by leaning on a lineup of strong analytics, coaching and support teams.

WHAT’S IN IT FOR YOU?
Firm-Provided Branch and Office Administrator: Each of their financial advisors has a firm- provided office and a branch office administrator (assistant) to help manage client services and marketing activities.

Industry Leading Compensation*: According to Investment Executive’s 2021 Brokerage Report Card**, they received high ratings for investment dealers in Canada for both “Firm’s total compensation” and “Firm’s reward/recognition program.” In addition to a commission payout, financial advisors are eligible to share in the profit of their branch with profitability bonuses each trimester – these cash bonuses are not deferred.

Integrated Tools and Technology: This firm has been recognized by several Canadian and U.S. industry publications for the technology platform available for Financial Advisors. According to Investment Executive’s 2021 Brokerage Report Card, they received high ratings for our tools and technology. The technology platform is well integrated and provides financial advisors with comprehensive business-building and financial assessment tools.

SKILLS / REQUIREMENTS

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Senior IT Auditor

Posted:August 8, 2022

Our client, is in immediate need for a Senior IT Auditor to join their Internal Audit Team.

Required Qualifications:

Critical Success Factors:

Responsibilities:

Effort/Physical Demands

Health and Safety Responsibilities

Back-up Duties:
Perform other duties as required by Director, IT Internal Audit and Chief Internal Auditor

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Senior Internal Auditor

Posted:August 8, 2022

Our client, a global manufacturing company has an immediate need for a Senior Internal Auditor at their corporate office.

Responsibilities will include but are not limited to the following:

Qualifications:

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

AVP, Business Development

Posted:April 13, 2022

Our client, a diversified financial services organization, is looking for an AVP, Business Development located in Victoria BC.

Purpose
Lead and achieve strategic business development objectives to build and maintain a high-value portfolio of large, diversified commercial clients, with average loan and deposit values greater than $10MM, in a specified geographic market. Works closely with product partners to develop the right products to tap market opportunities. Manages the risk-reward parameters within acceptable levels towards achieving optimal business performance.

This individual contributor leadership role is the “face of the BANK” in the market in conjunction with the branch manager, and is responsible to deliver full-service banking and financial solutions for clients, with underwriting support from the Manager, Commercial Accounts, and other internal partners.

Specific Accountabilities

FINANCIAL PILLAR

CLIENT PILLAR

SUPPORT PILLAR

PEOPLE PILLAR

Impact & Magnitude of Job

Key relationships

Internal Contacts:

External Contacts:

Knowledge, Skills & Abilities

Education

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Head of Operations and Compliance

Posted:July 15, 2022

Our client, a private Investment Counsel Firm, is looking for a Head of Operations and Compliance.

POSITION SUMMARY:
The successful candidate will manage the client service and administrative teams, oversee firm wide client reporting and operational processes, lead the firm’s compliance function in support of the Chief Compliance Officer, participate in the firm’s IT planning and management, and manage the firm’s office infrastructure. As a key member of the management team, the successful candidate’s primary responsibilities are to ensure the quality, effectiveness, and efficiency of the client service and administrative teams and processes to support the company’s mission of investment and client service excellence in a compliant manner.

DUTIES AND RESPONSIBILITIES:

A) Operations
1. Daily management of the client service team to ensure timely processing of documents, securities, and client fund transfers.
2. Work with staff and the portfolio managers to troubleshoot and resolve specific client issues.
3. Liaise with the firm’s custodian.
4. Manage client reporting systems and processes including the responsibility for production and distribution of quarterly statements and annual tax packages.
5. Supervise document management personnel including client recordkeeping systems and processes.
6. Document operational, administrative and client service policies, procedures, and work instructions.
7. Plan and manage projects designed to improve operational elements of the firm.
8. Maintain the firm’s Policy and Procedure Manual. 9. Oversee the operation of the firm’s client portal.
10. Participate in the development and execution of the annual business plan.
11. Participate in the firm’s Portfolio Management System and IT Committees.

B) Compliance
1. Co-chair the firm’s Compliance Committee.
2. Coordinate the preparation of regulatory filings and maintenance of compliance logs.
3. Ensure all client service procedures, documentation, communications and files comply with AML, FATCA and CRS reporting requirements.
4. Maintain the firm’s client relationship disclosure documentation and draft new documents and/or communications as required.
5. Review, approve and retain records of marketing material.
6. Remain up to-date on regulatory requirements and trends including attending PMAC and industry events.
7. Oversee the Compliance training of Tacita associates.
8. Take a leading role in responding to any regulatory inquiries and audits.
9. Lead any internal compliance audit programs as required.

C) Administrative
1. Supervise the firm’s administrative staff to ensure smooth daily operation of the office.
2. Manage the firm’s office infrastructure including facilities, IT equipment and liaising with the firm’s landlord.
3. Manage the firm’s insurance programs.

D) Other
1. Participate as a member of the firm’s Management Committee.
2. Participate as a member and/or leader of various project teams. 3. Other management responsibilities and deliverables as required.

DESIRED ATTRIBUTES:

PERFORMANCE METRICS:

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Vice President, Client Service & Business Development

Posted:July 10, 2022

Our client, a leading Wealth Management and Investment Counseling firm is looking for a Vice President, Client Service & Business Development.

About the Company
Established in 1988, providing customized portfolio management services to High Net Worth families, foundations and endowments across Canada.

With approximately $2.5B of assets under management, our client is a well-established, independently managed investment manager. It has an enviable reputation for unwavering commitment to integrity and its business success is aligned with that of its clients.

With a growing client base and an eye toward the future, our client now looks to bring on board a Vice President, Client Service & Business Development.

Scope of the Position
Reporting to the firm’s Director of Client Service and Business Development, the Vice President, Client Service & Business Development is responsible for: taking ownership of new client growth strategies; increasing the firm’s AUM; increasing the exposure of the firm’s brand in the marketplace; and for servicing existing clients and managing their portfolios on an ongoing basis.

The successful individual will contribute to the growth and profitability of the business through two primary areas of responsibility, namely, (1.) Business Development Strategy & Activities (Building the Business) and (2.) Strengthening and Maintaining Client Relationships.

Over time, if the successful candidate demonstrates the necessary skills, they will be provided an opportunity to lead all members and activities related to the client service and business development group while continuing to develop business for the firm.

Functional Tasks

Business Development Strategy and Activities

Building Client Relationships

Competency Profile

The following competencies listed below define the role of Vice President, Client

Services & Business Development:
Strategic Approach Able to stand back from immediate problems in order to focus on more far reaching ideas. Develops a strategic plan to realize the vision. Revises strategy in light of changing circumstances. Takes a long-term view of organizational success. Works to clarify long term organizational goals.

Planning & Objective Setting
Develops plans that anticipate obstacles. Is realistic about time-scales and builds in appropriate checkpoints, milestones and controls in order to ensure that desired results are realized. Plans by breaking down large task into subtasks. Produces action plans in which objectives are defined and steps for achieving them are clearly specified. Systematic in approach to work.

Customer/Client Orientation
Anticipates customers’/clients’ needs. Monitors and acts on measures of customer/client satisfaction. Quickly follows up on customer/client contacts and complaints. Strives to provide customers/clients with personalized and efficient service.

Results Orientation
Aims to improve upon past performance. Conveys a sense of urgency and drives issues to closure. Establishes aggressive personal targets and strives to achieve them. Focuses strongly on achieving agreed upon outcomes and ensures that key objectives are met.

Industry & Market Awareness
Aware of competitor’s products, services and position. Seeks to anticipate and respond to industry and market changes/challenges by understanding key characteristics, issues and the factors driving them.

Role Expertise
Demonstrates critical technical or professional knowledge/skills related to the role. Has thorough knowledge of relevant products, services and methods. Expands technical knowledge/skills and keeps up-to-date in own area of expertise.

Passion
Demonstrates a genuine passion for the industry, client service, working in a team and business growth.
Demonstrated Experience / Preferred Education
The following indicates specific industry, academic and functional experience/qualifications that are important to the successful achievement of the identified responsibilities and performance deliverables.
• Undergraduate degree, ideally an MBA, and holds either a CFA or CIM designation.
• Must be registered with the OSC as a Portfolio Manager Advising Rep (PM AR) or a Client Relationship Management Advising Rep (CRM AR).
• A minimum of 10 years of working in the wealth management industry and deep knowledge of the industry and related regulatory and compliance requirements.
• Experience deploying investment concepts, financial planning, analytics and investment administration.
• Client focused, an entrepreneurial mindset with a ‘trusted advisor’ orientation that easily builds trust and credibility in developing business.
• Exhibiting a high EQ with an established and proven network to develop and manage pipeline of opportunities and convert prospects into clients.
• Ability to qualify leads and focus on opportunities that have the most strategic and financial impact for the firm.
• Exceptional interpersonal skills—ability to interact successfully with colleagues and clients using a positive, collaborative approach.
• Excellent written, and verbal communications skills.
• Persuasive, credible, and is a polished communicator with excellent influencing and networking skills.
• A team player, who can interrelate and operate effectively with peers and other associates within a collegial, yet demanding, work environment.
• Our client requires that all employees share the following core values:
• Love to Learn
• Value Respect
• Are Clear Communicators
• Take Ownership
• Bring a Positive Attitude
• Act as collaborative Team Players

Remuneration & Benefits
• A compensation package commensurate with experience will be available

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Client Relationship Specialist

Posted:July 15, 2022

Our client, is looking for a Client Relationship Specialist to join their dynamic team within a growth-oriented organization.

Job Qualifications:
• Great prioritization and time management skills; solid written and verbal skills; tenacious follow-up; even temperament under pressure; attention to detail. A proven track record of managing projects with deadlines. Experienced in investment operations working with a large number of clients is a plus.

Job Status:
• Full-time
• 40 hours per week
• Supervised by Director of Financial Planning and Client Service

Job Objective:
• To provide excellent investment related operational support to clients and employees.

Job Functions:
• Manage account paperwork – Accurately and promptly fill out and track investment account paperwork (openings, transfers, changes, etc.) for multiple clients and custodians in both US and Canada. Oversee a large number of these projects with deadlines.
• Manage cashiering – Accurately and promptly process money transfer requests (transfers, wires, EFT, checks, etc.) for multiple clients and custodians in both US and Canada. Oversee a large quantity of these projects with deadlines.
• Coordinate the onboarding of new clients – In addition to the account paperwork, work with the client service team to collect data from the clients to support the investment, financial planning, and tax planning and compliance needs for the clients.
• Administration — Work as part of a client service team to support the investment strategy, financial planning. tax planning and compliance requirements to serve the clients with their full financial services.
• Client Service – Independently answer client and employee inquiries related to your job functions by phone and email in a timely manner.
• Special Projects – participate in strategic projects and committees to help implement the company’s strategic vision.
• Meeting participation – Participate in meeting development materials, assisting in update meetings, including annual investment reviews, with the clients, taking notes for meetings, and coordinating the CRM notes and tasks required to record and automate meeting schedules.
• Liaison – Serve as primary liaison with custodian for issues related to listed job functions. Investigate and present more efficient ways of performing job functions with each custodian.
• Projects – Assist with related projects as directed by the Director of Financial Planning and Client Service and other team members.
• Tax administration – Assist your team with administrative support for the filing of client tax returns.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Senior Relationship Manager, Commercial Banking

Posted:July 25, 2022

Our client, an award winning Canadian financial institution is on a mission to become the best full-service bank for business owners in Canada.

This Commercial team includes a diverse group of banking professionals who strive every single day to achieve strong results for the bank and their clients. Their team of designated commercial bankers understand the value of relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table.

No day is ever the same in commercial banking. Whether it’s providing proactive client solutions, stellar service support, consultation sessions or financial advice, they are every step of the way for their clients to ensure they reach their personal and business dreams. It’s this top service that we are known for.

The opportunity
Lead business development activities to build and maintain a portfolio of diversified commercial clients, with average loan and deposit volumes between $2MM and $10MM, in a specified geographic market. This individual contributor role is fully qualified to develop and foster banking relationships for medium size commercial enterprises and is responsible to own and deliver full-service banking and financial solutions, in concert with Senior Account Specialists and other internal partners. This position functions as the primary resource for extension of the full range of bank products and services applicable to the medium size business client.

The day-to-day

Capabilities that will take you further

Foundational knowledge and experience to grow with
A Bachelor’s Degree in commerce, finance or accounting fields and a minimum of 5 years’ experience within commercial lending or related experience.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Senior Consultant

Posted:July 20, 2022

Our client, is looking for an experienced investment industry professional to join their growing team as a Senior Consultant.

Currently serves over 150 affluent Canadian families across the country, with approximately $17 billion in Assets under Consultation™*. Their is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.

They have been on a growth trajectory for several years and are looking for a talented person with aligned values to join their team.

The Opportunity
You will lead relationships with affluent families, help build and manage a talented practice group, and help the organization support families across the Family Office Macrocosm™. We believe this role offers an excellent long-term home alongside dedicated team members.

Key Skills and Attributes

Qualifications
Candidates must have (i) relevant investment management experience as either an Advising Representative or Associate Advising Representative; and (ii) obtained the CFA or CIM designation.

We require successful completion of the Exempt Market Products Exam for the role, but you may complete it after the start date.

We will prioritize candidates with experience providing advice to affluent families (e.g., family offices and ultra-high net worth individuals).

Primary Responsibilities

Client Relationships

Investment Allocations

Reporting and Monitoring

Compensation

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Vice President, Business Development, Advisor Channel

Posted:August 8, 2022

Our client is a growing private equity firm that focuses on providing Canadian investors with private market real estate investment solutions. Currently searching for a Vice President, Business Development, Advisor Channel, located in Vancouver BC.

The successful candidate will be responsible for capital raise activities and business development as it relates to the distribution of its investment funds and products. They will primarily be responsible for capital raise efforts through the financial advisory community.

Responsibilities

Qualifications

Compensation
Competitive Compensation

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Manager, Tax Advisory Services

Posted:July 13, 2022

Our client, a well established public accounting firm in Sudbury, Ontario is looking for a Manager, Tax Advisory Services.

We are looking for a driven, detail oriented, and resourceful problem solver to complement our existing tax team in Sudbury, Ontario. If you are an early to mid‐career CPA or Tax Professional with a focus on quality and a collaborative approach to client engagement, we want to hear from you!

As the successful candidate you are highly organized and already have your CPA designation or equivalent, complimented with 5 + years of progressive work experience. You are known by your colleagues for your analytical thinking, poise under pressure, and ability to coordinate information sharing across diverse stakeholder groups. With compassion and integrity, you understand the need to meet statutory deadlines but also understand when to be flexible with respect to changing priorities.

The Manager, Tax Advisory Services is a professional who with the support of our Tax Partners and other senior tax professionals, will research, plan, and deliver the tax compliance and advisory services of the Firm. In this role, the Manager will be part of a broader team providing full range of tax and advisory services to owner managed, private sector businesses.

Responsibilities

Qualifications and other requirements

Other Details

Job type: Full‐time

Experience: Audit and Assurance or Tax Planning (5 years), Public Accounting (5 years)

License: CPA

Location: Sudbury, On

Language: English, French (asset)

Benefits of working at the firm:

Firm Profile – We’re not your typical accounting firm!

Our client’s mission is to maintain economic opportunity for entrepreneurs, their organizations, and our communities. Working primarily with private sector business owners and community organizations, they simplify complex organizational challenges by building more robust business relationships.

Through the assurance, advisory, and taxation lines of our business, 35 professionals ensure clients and their teams meet compliance and reporting requirements. Additionally, we work directly with our clients’ decision makers to reduce information risk, proactively seeking to identify, mitigate, and manage risk appropriately in their businesses.

Community Profile – We’re no longer a lunar landscape!

Sudbury, Ontario is the City of Lakes! Located in the center of North‐eastern Ontario, our municipality is the second largest by landmass in Canada, home to over 330 lakes and 166,000 Sudburians. As the economic hub of Northern Ontario, Sudbury continues to grow and evolve to support our bustling industries. As the hub, our local economy provides private and public sector services to a broader catchment area of approximately 650,000 Ontarians.

With an eclectic mix of urban, suburban, and wilderness environments we consider Sudbury a Northern Paradise catering to any lifestyle. Whether you’re into sports, music, the food scene, outdoor leisure, lake life, or the arts Sudbury has something of substance for everyone.

We thank all applicants for their interest. We will however, only contact those whose skills and experience closely match our requirements for the position.

Offers accommodation for applicants with disabilities in its recruitment processes. If you are contacted regarding a job opportunity, please advise our team if you require accommodation.

Details

Senior Manager, Assurance

Posted:July 13, 2022

Our client, a well established public accounting firm in Sudbury, Ontario is growing and looking for a Senior Manager, Assurance.

We are looking for a driven, detail oriented, and resourceful problem solver to lead our existing Small Business Assurance team in Sudbury, Ontario. If you are a middle to advanced career CPA with a focus on service quality and a collaborative approach to client engagement, we want to hear from you!

As the successful candidate, you are highly organized and already have your CPA designation complimented with 7 + years of progressive work experience in public accounting. You are known by your colleagues for your analytical thinking, poise under pressure, and ability to coordinate information sharing across diverse stakeholder groups. You understand the need to meet statutory deadlines but also understand when to be flexible with respect to evolving priorities. Above all, integrity and a commitment to ethics influences your decision-making process.

The Senior Manager, Small Business Assurance is a professional, who with the support of our Managers and Partners of the Firm, will plan, review, and deliver year end assurance engagements and train senior, intermediate, and junior staff in accordance with the Firm’s Quality Assurance Manual.

Responsibilities

Assurance 

Tax 

Management

Business Development

Qualifications and other requirements

Other Details

Benefits of working at the firm:

Firm Profile – Not your typical accounting firm!

Our client’s mission is to maintain economic opportunity for entrepreneurs, their organizations, and our communities. Working primarily with private sector business owners and community organizations, they simplify complex organizational challenges by building more robust business relationships.

Through the assurance, advisory, and taxation lines of our business, 35 professionals ensure clients and their teams meet compliance and reporting requirements. Additionally, they work directly with clients’ decision makers to reduce information risk, proactively seeking to identify, mitigate, and manage risk appropriately in their businesses.

Community Profile – We’re no longer a lunar landscape!

Sudbury, Ontario is the City of Lakes! Located in the center of North-eastern Ontario, our municipality is the second largest by landmass in Canada, home to over 330 lakes and 166,000 Sudburians. As the economic hub of Northern Ontario, Sudbury continues to grow and evolve to support our bustling industries. As the hub, our local economy provides private and public sector services to a broader catchment area of approximately 650,000 Ontarians.

With an eclectic mix of urban, suburban, and wilderness environments we consider Sudbury a Northern Paradise catering to any lifestyle. Whether you’re into sports, music, the food scene, outdoor leisure, lake life, or the arts Sudbury has something of substance for everyone.

We thank all applicants for their interest. We will however, only contact those whose skills and experience closely match our requirements for the position.

Offers accommodation for applicants with disabilities in its recruitment processes. If you are contacted regarding a job opportunity, please advise our team if you require accommodation.

Interested candidates please contact Stephanie Williams at (416) 945-6601 ext. 231 or forward your resumes to swilliams@collinsrecruit.com.

Details

Senior Accountant

Posted:July 20, 2022

Our client, a long established public accounting firm in York region has an immediate need for a Senior Accountant for their office.

Our client is a well established public accounting firm with 4 partners located in the York Region.

They have been serving the York region and GTA for over 50 years!

We are recruiting for a Senior Accountant interested in joining a stable independent firm with the opportunity to grow into a partnership.

The client focus is owner-managed businesses, non-profit and charitable organizations, condominium corporations, professionals and individuals.

Key Requirements would include:

Preference for someone living in the York Region area.

Interested candidates please contact Stephanie Williams at (416) 945-6601 ext. 231 or forward your resumes to swilliams@collinsrecruit.com.

Details

Associate (Capital Markets)

Posted:August 8, 2022

Our client, a recognized leader in private equity investments is searching for an Associate (Capital Markets).

Founded in 2015,  our client is approaching half a billion in assets under management. Their exponential growth is a direct outcome of the leadership team understanding how the industry works and how to create long-term wealth through real estate investing. They have discovered that finding the right opportunities involves time, experience, and discipline. The strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. We attract exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

About the Position:
Reporting to the Managing Director, the Sales Associate (Capital Markets) role is a licensed Dealing Representative and responsible for developing new private client business. The Sales Associate is expected to be knowledgeable about real estate-based product offerings, the investor subscription process, Exempt Market Dealer compliance regulations and requirements, and must have the ability to effectively assess investor suitability.

Key Functions and Responsibilities:

Required Skills and Abilities:

Education and Experience:

Our Commitment to Diversity, Equity and Inclusion:
In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details

Senior Commercial Account Manager

Posted:July 15, 2022

Our Client, a leading Canadian bank has an amazing opportunity! Currently searching for experienced Senior Commercial Account Managers

Opportunity

Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific to individual needs. This is a senior role in which your highly-developed experience with financial analysis, credit, and client acquisition takes centre stage. Your finely honed solution-development skills, combined with your innate salesmanship talent, portfolio management expertise, and knack for client service, set the stage for success.

 

What will you do?

 

What do you need to succeed?

Must-have

 

Nice-to-have

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Interested candidates please contact Stephanie Williams at (416) 945-6601 ext. 231 or forward your resumes to swilliams@collinsrecruit.com.

Details

Manager OR Vice President, Sales (Private Capital Markets - East Asia Group)

Posted:August 9, 2022

Our client, a private equity firm that specializes in providing private market real estate-based investment offerings to Canadian investors is looking to hire a Manager OR Vice President, Sales (Private Capital Markets – East Asia Group).

It is looking to expand its presence within the Chinese Canadian investor community.

The successful candidate will be responsible for capital raise activities and business development as it relates to the distribution of the firm’s investment funds and products to the Chinese Canadian investing public.

Successful candidates must have a strong character with a desire to take care of investors and clients. The reputation of the firm with its partners, clients and regulators is paramount.

Duties will include:

The successful candidate will possess:

Compensation:

Interested candidates please contact Stephanie Williams at  swilliams@collinsrecruit.com.

Details