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.

• Leadership for the Account Specialist team within a specified geographic market, which may include more than one physical location.
• The role adjudicates loans within Branch discretionary limits and is responsible for ensuring the Branch’s credit portfolio remains within credit risk appetite.
• The role holder is a fully experienced, qualified credit professional, capable of independent activity and leadership of a team. They will implement credit policies conducts credit reviews and ensure that the approval procedures, standards of credit control and portfolio maintenance conform to controls/ procedures established by the credit risk management team for the business.

Foundational knowledge and experience to grow:

• A Bachelor’s Degree in commerce, finance or accounting disciplines with a minimum of 10 years’ experience within functions of risk management, banking and/or business lending with direct people and team leadership accountabilitiesCompetencies & capabilities that will take you further:
• Client focused. Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with institution brand promise.
• Provide full-service solutions for clients with the view to be every client’s primary financial partner.
• Financially savvy. You’ve garnered strong credit and commercial lending experience that has allowed you to plan, execute and develop strategies that have resulted in you hitting your, and your team’s, targets and business goals out of the financial institution park.
• Compliance and risk expert. You will manage a variety of tasks from overseeing credit activities to managing operations to ensuring compliance regimens and risk management strategies are put into place.
• Operationally sound. You’re all about seeing your team succeed and reach their achievements and successes. You will provide guidance and mentorship in areas like risk assessment, credit underwriting, credit structuring and credit presentation skills – delivering results effectively and efficiently.
• Trusted partner. As a fully experienced, qualified credit professional, your day will include managing multiple tasks such as leading your team, implementing credit policies, conducting credit reviews and ensuring that approval procedures are put into place for clients and the client relationship team.
• Team player: Respect institution values & conduct code. Representing the Brand with honor and integrity in a manner consistent with our culture.

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

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?

• Communicate with clients to learn about their needs and help them achieve their goals
• Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
• Leverage technology to deliver on client experience and drive sales and retention
• Proactively take ownership of resolving and preventing client’s banking problems
• Implement contact and relationship building strategies, and support new client acquisition in local community
• Educate clients of the features and benefits bank products and services offer, and help clients with digital, banking including mobile, ATM, and online banking

What do you need to succeed?

Must-have

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Completed or in the process of completion for the following courses

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

• 2-3 years of proven sales experience in the financial services industry, handling credit and investments
• Demonstrated ability to build trust and maintain long-term client relationships
• Digital Literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Bilingualism required: French & English

Nice-to-have

• Active in the local community, developing a solid network in the local community

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.

• Career development and top-notch sales coaching to take your career to the next level
• Competitive salary, annual bonus, and recognition programs that reward top performance
• Strong suite of tools, including emerging digital capability to enhance your competitive edge
• Opportunity to represent Canada’s leading financial services brand in your community

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

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?

• Maximize the opportunities to effectively identify and opportunity spot client needs, make referrals, expand profitable client relationships and track and review progress against their team’s annual sales plan
• Increase sales enablement for the Financial Planner by preparing for client meetings (Getting Ready) and supporting fulfilment of the credit, investments and everyday banking solutions
• Provide consistent sales support to client request, act as a point of contact for client problems and ensure accuracy of documentation with follow-up as required
• Exercise due diligence in following all policies and procedures and identity/correct areas of operational risk
• Commit to continuous learning to increase their skills, knowledge, and abilities to better service clients

What do you need to Succeed?

Must-Have

• Experience as a financial advisor (credits, investments)
• Registered mutual fund representative (successful completion of the Investment Funds in Canada course or the Canadian Securities Course)
• Ability to communicate and interact effectively with clients
• Organized and able to set priorities
• Work independently and integrate into a team by demonstrating strong collaborative skills
• Computer skills required: MS Office, Word, Excel, PowerPoint, Outlook and Internet Explorer
• Bilingualism Spoken and written languages: French and English

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.

• A comprehensive Total Rewards Program including performance based bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

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

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:

• Establishing initial contact with new leads from the company’s proprietary database to initiate the new business development process via outbound calling to the financial dealer community (IIROC, MFDA, EMD and Discretionary PM firms).
• Provide support to senior team members – ensuring required activity levels are achieved.
• Assist with the firm’s growth by continuing to identify and pursue opportunities for new relationships with firms and with the advisor community.
• Book meetings, deliver presentations, and attend appointments when required.
• Ensure high levels of client satisfaction both at the dealer partner and individual advisor and investor level.
• Achieve daily, weekly, and monthly targets while ensuring company database is kept up to date.
• Event planning and management, network at industry events.
• Develop and maintain an excellent understanding of the firm’s investment products.
• Understanding client needs & objectives and transitioning them to the firm’s solutions and products.

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.
• Excellent phone conversation and in-person
  meeting skills.
• Networking ability to target key decision makers and the ability to build rapport quickly.
• Strong client service skills and the ability to confidently handle client interactions.
• Excellent written and spoken communication skills. Multilingual an asset.
• One must be highly self-motivated and have a strong work ethic and discipline. Ability to
  consistently perform at a high-level with minimal oversight.
• Entrepreneurial spirit, desire to constantly improve and receptive to feedback.
• Ability to perform under pressure in a rapidly growing, results-driven environment.
• Strong time management, follow-up and organizational skills.
• Excellent sales skills. B2B sales, fundraising, territory management an asset.
• High performance standards and ability to put the time in to achieve results.
• Ability to travel nationally as required.

Education and Experience:

• A post-secondary degree in communications, finance, business, or related field.
• A minimum of 2+ years’ experience in investment product sales or advisory industry. Alternative products experience an asset.

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.

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:

• 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 both French (preferred) and English
• 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 in banking, the financial services or real estate investment sales, in a client facing capacity.
• A post-secondary degree or equivalent business 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.

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:

• University degree in business, finance, legal or related discipline.
• Industry related education including PDO and/or other compliance courses.
• Three or more years of experience with an investment counsel firm or securities firm focused on affluent Canadians is required. Additional fund or pool compliance experience is beneficial but not required.
• Oriented to “hands on” daily management of tasks, communications, and projects.
• Strong communication, interpersonal, organizational, and project management skills.
• Ability to juggle multiple priorities and meet deadlines.
• Intermediate to advanced Microsoft Excel skills.
• Knowledge of Ndex Systems is a plus.
• Flexible regarding working hours to meet service levels when required.

PERFORMANCE METRICS:

• Successful completion of assigned tasks.
• Ability to plan and implement new compliance developments and ensure the firm meets its compliance obligations.
• The development, documentation and implementation of process improvements.
• Quality of work and interpersonal relations.
• Contributions to firm spirit and compatibility with culture.

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

Our client, is searching for a Assistant Controller.

Responsibilities:

• Oversee the financial functions at the plant, including cash and back, consumable inventory, capital
  assets, accounts payable, inter-company transactions, payroll, and other related accruals and
  receivables
•  Assist in the completion of month end, quarter end, and year end processes including:
  o Overseeing the preparation and review of the monthly reconciliation binder that provides
  support for all balance sheet accounts
  o Preparation of assigned account reconciliations and analysis to support financial statements –
  identifying improvement opportunities and making recommendations to improve the quality,
  transparency, and effectiveness of the analyses.
  o Assisting in the data extraction to support the preparation of standard corporate reporting
  requirements.
  o Support and assist in the co-ordination of external and internal audit requirements within a
  Public Company (TSX).
•  Oversee the Treasury function (150M+ in purchases per year) of the entity including supervision over
  the online banking portal, payment runs, and deposits, as well as being the main point of contact to the
  Corporate Treasury group.
•  Oversee Tooling & Capital invoice approval process by liaising with Program Management and other production facilities to ensure required milestone approvals are obtained prior to processing
  invoices for payments.
• Assist the Controller with creating an accurate short-term and medium-term cash flow forecast which is
  reviewed by the V.P. of Finance and V.P. of Program Management prior to submission to the
  Corporate Treasury Group.
•  Assist with the development, evaluation, and help guide operations on key performance indicators in a
  job shop manufacturing environment.
•  Ensure monthly key business performance reports are prepared and submitted in a timely manner with
  well supported variances analyses.
•  Implement and maintain internal controls at the plant to ensure compliance with the Bill 198
  requirements

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

•  University degree in Finance, Commerce, Accounting, or Business Administration. Professional
  designation (CPA, CA, CMA, CGA) desirable.
•  5-10 years’ experience in industry reporting and analysis, with proven project management skills
•  An independent critical thinker who displays attention to detail and good understanding of business.
•  Demonstrated ability to maintain an effective system of internal controls over all financial areas
•  Excellent organizational, interpersonal and time management skills with the ability to multi-task
•  Experience in working in an AS400 environment (CMS or Solarsoft experience is preferred)
•  Advanced MS Office skills including data extraction, and financial modelling
•  Experienced with integrated financial software packages (knowledge of SAP-BPC is an asset)
•  Proven self-starter, who requires limited supervision and direction, yet achieves tasks and overcomes
  problems and provides effective direction and analysis – a high degree of initiative/self-starter nature

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

•  Desire and ability to learn about the business and understand the production process by attending and
  participating in daily production meetings and regularly walking through the production floor to develop
  the necessary link between the production processes and the financial statements.
•  Adopts a proactive approach and a perpetual willingness to get personally involved in the achievement
  of Departmental, Plant and Company goals and objectives.

 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:

•  Desk work.
• Constant communication with employees, peers, management, suppliers, and customers.
• Overtime as required.

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

• Must work in accordance with Health and Safety regulations, Company rules, plant rules, and policies and
  procedures.

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

•  Working in a great team environment
•  Medical, Dental and Vision Insurance
•  RRSP with company match
• Short term and long-term disability coverage
• Supplier discounts
• Tuition reimbursement and training opportunities

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

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

Required Qualifications:

• University Accounting degree and CPA designation required (experience at an accounting/audit firm is a plus)
•  Hands-on leadership experience within a manufacturing environment
•  Proven leadership and problem-solving skills
•  Advanced Microsoft Office skills including data extraction, query building, financial modelling, and creating
  dashboards
•  Exceptional interpersonal, organizational, analytical, and communication abilities
•  Ability to travel internationally
  Critical Success Factors:
•  Ability to communicate effectively with the Executive Leadership team through development of concise, actionable,
  and high impact financial and operational reports and dashboards.
•  Embraces the challenge of problem solving and identifying and implementing well thought through practical solutions.
• Ability to travel and conduct onsite support as required

Responsibilities:

•  Manage all aspects of the Global Tooling (program launch investment) forecast and budgeting process to drive
  profitability and improve cash flow – highlight key risk areas to the senior leadership team.
•  Design and implement complex financial models and Key Performance Indicators in conjunction with the Plant
  Finance teams to help drive profitability and efficiency in key processes. Promote sharing of best practices amongst
  the global finance teams.
•  Collaborate with cross functional and globally located teams by providing accurate, timely, and actionable financial
  data for strategic initiatives, customer and supplier negotiations, and process improvements.
•  Take the lead on the execution of complex or high-risk financial transactions including analysis and recommendation
  of appropriate accounting treatments and explanation of financial impacts to Senior Leadership and Operations.
• Provide support (on-site if required) during Financial Leadership transitions and provide or arrange necessary training
  to finance teams as needed.
• Other ad-hoc duties as required including:

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

Working Conditions:

• Office environment and plant floor.
  Effort/Physical Demands
•  Desk work.
•  Constant communication with employees, peers, management, suppliers and customers.
•  Overtime as required.
• Ability to travel outside of Canada as necessary

Health and Safety Responsibilities:

•  Must work in accordance with Health and Safety regulations, Company rules, plant rules, and policies and
  procedures.
• Must use or wear equipment, protective devices or certain clothing as required by the situation or environment.

Back-up Duties:

•  Perform other duties as required

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

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

Responsibilities:

• Provide financial visibility on newly awarded business by coordinating and assisting in the presentation of monthly
  financial updates to the Executive Team on financial status
• Provide leadership and analysis assistance in the preparation and approvals of timely and comprehensive business
  cases for capital spending (make versus buy, rate of return, payback etc.) – Manage a Multi-Year Capital Budget
  ensuring accurate and timely visibility to all stakeholders
• Assist in the tracking of the financial impact and margin enhancement proposals related to engineering change quotes
  to the customer
•  Assist in the budget process by providing newly awarded program financials to the plant and ensuring new programs
  are tracking close to the awarded financials
• Provide financial assistance in the preparation of customer quote submissions – ensuring a logically defendable
  position for costing approach with the customer
• Provide ad hoc financial scenario analysis for the quoting function for new business opportunities
•  Provide sound and comprehensive financial analysis for the resolution of customer commercial issues
• Act as Business Partner in the analysis, modelling, recommendation and presentation process for complex projects,
  strategic initiatives, and commercial matters

Preferred Qualifications and Critical Success Factors:

• University Accounting degree in Finance/Business (CPA or CFA designation is an asset)
• A minimum of 3 years of hands-on experience in an analytically focused role (within a decentralized multi location/international environment is an asset)
• Experience with a decentralized manufacturing environment (automotive experience is a major asset)
•  Strong problem-solving and financial modelling skillset
•  An independent critical thinker who displays attention to detail (curiosity to drive into the numbers when needed)
•  Excellent organizational, interpersonal and time management skills with the ability to multi-task many projects
•  Entrepreneurial mind-set with a strong interest in operations (thinks beyond the numbers)
•  Excellent communication and presentation skills – able to convey complex topics in a concise and effective manner
• Proven self-starter, who requires limited supervision and direction, yet achieves tasks and overcomes problems and
  provides effective direction and analysis
•  Ability to solve complex problems and demonstrate strong presentations skills
• A high degree of initiative, self-starter nature
•  Advanced knowledge of Excel, Word, and PowerPoint
• Ability to travel internationally

Working Conditions:

•  Office environment and plant floor
• Ability to travel internationally (up to 10-30% travel monthly)

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

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?

• Apply your past business development experience for prospecting, and lead generation, to new and existing clients
• Demonstrate portfolio management and risk mitigation through the review of financial statements identifying trends, monitoring risk, and assessing for credit restructuring
• Provide an exceptional client experience by delivering superior business and financial advice
• Leverage the expertise of our institution by identifying referral opportunities, making introductions together with appropriate referrals to bank partners
• Collaborate and coordinate with the various teams to develop and execute a client contact strategy
• Champion digital enablement by becoming an advocate of the bank mobile application and wallet, promoting regular usage through educating and guiding clients on how to use it

What do you need to succeed?

Must-have

• Minimum 3-5 years commercial banking experience
• Proven track record in business development and exceptional client relationship management
• Credit skills including assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
• Specialized industry expertise in a past role (e.g., real estate, healthcare, agriculture)
• Experience with emerging communications and technology (i.e., web based meetings, social media, Digital Banking and Mobile Applications)

Nice-to-have

• Strong communication and presentation skills
• Deep products and services knowledge dependent on industry specialization
• New client acquisition skills (i.e., pitching the value proposition, lead generation, initial customer contact and cold calling, asking for referrals)
• University degree, ideally in commerce, business administration, or related experience What’s

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.

• World-class sales and senior leadership training with countless development opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation
• A focus on work-life balance
• A unique opportunity for personal and professional growth
• Work in a dynamic, collaborative, progressive, and high-performing team

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

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?

• Deliver value-added financial advice and solutions that are tailored to your clients
• Leverage sales enablers, including sales planning, prospecting, and pre-call planning tools
• Apply a continuous-improvement approach to delivering a superior client experience
• Develop your needs-based sales strategy for all clients and prospects in order to grow revenue, deepen client relationships and achieve a high standard of client loyalty

What do you need to succeed?

Must-Have

• Minimum 1-2 years of experience in commercial lending preferred, as well as previous banking experience in a relationship management role
• A post-secondary diploma/degree, ideally in commerce or business administration, or related experience
• Demonstrated sales success, meeting and exceeding sales targets, especially with respect to the acquisition of new clients, prospecting, and cold calling
• Financial statement review and computer modeling and analysis experience
• Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications)

Nice-to-have

• Strong sales orientation with a passion for fulfilling client needs
• Strong interpersonal and negotiation skills
• Entrepreneurial attitude and self-motivation to achieve above average results
• Continuous learner with a deep curiosity for understanding his/her diverse customers and is up-to-date with changes in client needs, procedures, and relevant products

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.

• A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

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

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?

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
• Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed?

Must-have

• Financial Planning Designation (IQPF) or in the process of completion
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to develop a strong referral network
• Bilingualism (French and English)

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.

• Full-time bank employee status with unlimited earning potential and full benefits
• Work with a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible work/life balance options

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

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?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Bilingualism required: French & English

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry

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.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career

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

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

• Currently MFDA or IIROC licensed in a client serving role
• Insurance license preferred, will be required if not currently held.
• Desire to build long-term client relationships
• Passionate for new opportunities to grow an individual financial advising practice
• while being collaborative region and firm wide.

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

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

Required Qualifications:

• Bachelor’s degree in business, accounting or IT-related field with CISA designation
• Minimum of 5 years of auditing-related practice, in a decentralized manufacturing environment
• Proven leadership and problem-solving skills
• Perform IT audit projects while understanding the risks associated with current and emerging technologies
• Knowledge of Bill 198 internal control requirements
• Excellent organizational, interpersonal and time management skills with the ability to multi-task
• Experience in working in an AS400 environment (CMS experience is preferred),
• Windows and Network
• Working knowledge of Data Analytics software (e.g., IDEA)
• Working knowledge of Microsoft Office software

Critical Success Factors:

• Proven self-starter who requires limited supervision and direction, yet achieves tasks and overcomes problems and provides effective direction and development for staff
• An independent critical thinker who displays attention to detail
• Excellent organizational, interpersonal and time management skills with the ability to multi-task
• Proven skills in effectively influencing and managing change
• Desire and ability to learn about the business and understand the production process and how IT is used.
• Adopts an active approach and a perpetual willingness to get personally involved in order to increase the pace and efficiency and achieve departmental and company goals and objectives.
• Consistently thinking beyond the borders of audit to help create a culture of continuous improvement.
• Embraces the challenge of problem solving and identifying and implementing well thought through practical solutions.

Responsibilities:

• Lead the completion of assigned IT controls reviews for annual BILL 198 certification requirements, IT operational reviews and data analytical reviews including:
  • Supervise and/or complete the annual testing requirements
  • Provide recommendations to remediate control weaknesses
  • Discuss findings and recommendations to operating managers
  • Inform and train all appropriate personnel on policies, procedures and controls
• Prepare audit reports at the conclusion of each audit/review
• Provide audit-related training to staff
• Prepare audit schedules and track progress of audits throughout the yearWorking Conditions
  Office environment and plant floor.

Effort/Physical Demands

• Desk work
• Regular communication with management, peers and staff
• Up to 30% travel required (when government restrictions allow)

Health and Safety Responsibilities

• Must work in accordance with Health and Safety regulations, Company rules, plant rules, and policies and procedures.
• Must use or wear equipment, protective devices or certain clothing as required.

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.

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:

• Developing audit objectives, scopes and programs to evaluate the effectiveness of internal controls of major company operations
• Identifying business risks, documenting business processes and conducting preliminary assessments
• Applying appropriate audit techniques to analyze information and assess the adequacy of existing controls.
• Developing constructive recommendations to mitigate identified control deficiencies
• Preparing audit reports to communicate observations and recommendations to senior management
• Completing projects proficiently, thoroughly and within budget

Qualifications:

• A recognized university degree and a CPA designation (External audit experience desired)
• Experience in a BIG 4 or national public accounting firm with exposure to the manufacturing industry ideal
• Bill 198/SOX/IFRS experience
• Experience in using audit tools such as ACL
• Above average analytical and problem-solving skills
• Proficiency in designing and executing audit programs
• Excellent documentation skills
  Strong organizational, time management and project management skills
• Proven ability to work in a team environment dealing with people from various disciplines to achieve goals, and to identify and resolve problems with minimal supervision
• Creative and can think out of the box
• Excellent interpersonal skills
• Flexibility to travel domestically and internationally up to 30% (when government restrictions allow)

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

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

• Undertake and be accountable for independent sales activities to achieve annual loan, deposit, and cash management sales, revenue, volume and new customer objectives
• Provide full-service solutions for clients with the view to be every client’s primary financial partner
• Expertly negotiate to optimize overall profitability of relationships with new and existing clients based on return guidelines, customer risk profile, total banking relationship, and competitive environment
• Responsibility to actively refer to other business partners both within branch banking and across the bank, and respond effectively to reciprocal referrals

CLIENT PILLAR

• Execute an independent marketing plan that includes considerable portions of time being devoted to a call program and developing self-generated leads, to achieve targeted business growth mix, with a focus on larger mid-market commercial clients ($10MM+ loan and deposit volume).
• Use existing, well-established sphere of influence with industry and other external contacts to generate new business opportunities through referrals, as well as a targeting calling program.
• Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with the bank brand promise
• Maintain expert knowledge of clients and prospects, market, competition, and economic factors, in conjunction with robust understanding of key business issues and trends.
• Identify and respond to changes in the business environment, establishing action plans to address customer issues and priorities
• Strongly established skills in structuring creative, competitive solutions to meet client needs, leveraging internal partnerships and specialists where appropriate
• Develop and execute a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership with the business
• Enhance bank and personal brand profile by being active in the business community and participating in networking events
• Be highly visible as the face of the bank, in conjunction with the branch manager, with larger businesses and related professionals in the market, and be well-known as a trusted business advisor who is sought after for guidance regarding matters relating to the credit facilities that are supporting the clients’ business strategy.

SUPPORT PILLAR

• Be accountable for prudent lending with proactive risk management, including appropriate/timely monitoring, due diligence and recommendations, together with the commercial credit team.
• Complete all compliance training and attestations within required timelines
• Adhere to bank policies/procedures and Code of Conduct, keeping up to date with any new or revised guidelines.
• Leads by example sing client relationship management tools to facilitate effective performance management, activity planning and sales processes, including building and maintaining a robust sales pipeline.

PEOPLE PILLAR

• Lead by example to promote a positive environment that supports a fun, high-performing and diverse
  workforce.
• Act as a champion and role model for change in line with bank strategy.
• Live the bank cultural values of integrity, accountability, respect, common sense and caring every day.
• Actively prepare for and participate in the performance management and personal development processes.

Impact & Magnitude of Job

• Responsible for growing and managing a portfolio of commercial clients, focusing on fully franchising client and prospect relationships, with portfolio requirements over $10MM
• Role is expected to “own” the local market segment and be the “face of bank” in the business community in conjunction with the branch manager
• Expectation to identify opportunities for their own portfolios and others within the branch and partner companies
• Expectation to actively refer opportunities, providing pursuit support and guidance on those opportunities to team members and open doors that will enhance the overall banking relationship,
• As an individual contributor, this role is responsible to mentor, coach and develop junior employees
• Assist the Branch Manager with strategy, including the preparation of the Annual Business Plan
• Credit Analysis is not a major component of the accountabilities for this role, although based on volumes may be required to meet customer expectations. Deal structuring and review of credit analysis will be required.
• Ensure the safety of the Bank’s funds through proper AML/KYC practices and loan portfolio management with focus on loan quality, exposure limits and security requirements
• Ensure efficient and effective operations with strong data integrity including strong collaboration with other bank teams
• Ensure products and services are sold and operate in a compliant manner, minimizing regulatory compliance and operational risk

Key relationships

Internal Contacts:

• Branch employees, including managers
• Corporate office employees, including senior leaders
• Partner company employees, including managers

External Contacts:

• Clients
• Vendors

Knowledge, Skills & Abilities

Education

• Undergraduate degree in commerce, finance or accounting disciplines
  
  Professional Experience
• 8+ years of commercial lending and sales or related work experience
• Experienced in the development and implementation of effective sales strategies & plans
• Previous sales management experience is an asset
  
  Personal Competencies
• Proven ability to continually generate new business and grow an existing portfolio of very large mid- market commercial customers, with complex credit needs, across multiple industries Strong coaching and leadership skills
• Strong interpersonal, cooperation and negotiation skills.
• Sound problem solving skills and judgement.
• Subject matter expert in alternative lending solutions and complex financial needs, across multiple industries
• Proven analytical and risk management skills
• Commitment to working within and contributing to continuous improvement of defined sales and performance management processes
• Proven ability to work well in a team-based business environment where you are expected to balance sales, cross-selling, servicing and referrals to business partners.
• Strong computer and business modeling skills
• Ability to handle multiple tasks simultaneously and thrive, with grace and humour, under pressure
• Results-oriented, collaborative and respectful of the capabilities and contributions of all bank team members

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

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:

• Five plus years of people management experience
• Proven project management experience
• Three plus years experience with an investment counsel firm or securities firm focused on affluent Canadians with direct client service experience
• Extensive knowledge of investment operations, registered plans, client reporting, and cash management. This includes products, compliance procedures and custody.
• Oriented to “hands on” daily management of tasks, communications, and projects
• Proven ability to deliver a high level of service
• Strong communication, interpersonal, organizational, and project management skills
• Ability to juggle multiple priorities and deadlines
• Intermediate to advanced Microsoft Excel skills
• Flexible regarding working hours to meet service levels when required
• Knowledge of Ndex Systems is a plus
• Undergraduate degree in business, finance, accounting, or related discipline
• Industry related education including CSC, CIM, PDO and/or compliance courses

PERFORMANCE METRICS:

• Accurate, timely client service and deliverables
• Successful team leadership
• On time project completion and quality
• Successful completion of assigned tasks
• The development and implementation of process improvements
• Quality of interpersonal relations
• Contributions to firm spirit and compatibility with culture

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

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

• Actively works their referral network and client leads, for potential new business opportunities,
• Introduces the firm’s capabilities to potential prospects and referral network
• Works with the marketing committee in developing and implementing effective strategies to achieve business growth targets and client diversification plans (cultural, generational)
• Analyzes market trends and client needs to identify new business development opportunities. Keeps in regular contact with past and existing clients to explore new opportunities.
• Gathers and uses market intelligence to maintain an understanding of the market and of the firm’s competition to inform benchmarking, contingency planning and competitive strategies.
• Develops and oversees the maintenance of a database of high-quality information on the firm’s clients and competitors that’s used as a reference for creating business development opportunities.
• Analyzes and evaluates the progress towards the firm’s revenue goals and make recommendations for required adjustments, where necessary. Provides ongoing detailed and accurate sales forecasting and tracking.
• Works closely with the marketing committee in establishing a marketing/branding program. Ensures profitability and brand positioning is maintained.
• Develops and/or works collaboratively with the VP Marketing in the design of presentations to new and existing clients promoting the strengths and capabilities of the firm at client meetings and events.

Building Client Relationships

• Earns and maintains client’s trust by providing them with assistance and advice on wealth management matters. Provides superior client service – able to demonstrate their expertise and experience with the investment process, as well as identifying key financial objectives for each client that conveys their wealth is carefully managed based on individual requirements.
• Meets with the client to establish goals and objectives and to respond to any questions/concerns regarding their portfolio. Customizes all presentation materials to the specific needs of the client and directs them to other resources within the firm i.e. financial/tax/estate planning, as needed.
• Stays up to date on investments and asset performance by attending regular meetings with the investment team, resulting in accurate and timely information to clients. Invites an investment team member to meetings with clients, when appropriate.
• Writes topical blogs for the firm’s website, articles for the firm’s newsletter, and occasionally white papers/client interest pieces for broad dissemination and/or targeted marketing campaigns.
• Plans, designs, organizes and leads a variety of special events that engages existing clients, targets new investors and expands the firm’s reach (i.e. Back-to-Basics Investments Series, Youth Series, Women and Wealth Series), in collaboration with the marketing committee.

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.

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.

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

• Client focused: Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with their brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner.
• Portfolio management: You will drive growth while cultivating a diverse mix of client accounts.
• Sales activation: You will undertake the gamut in sales activities including annual loan, deposit, cash management, revenue, and new client objectives.
• Networking: You will connect and establish networks with a variety of partners and clients to develop lasting relationships for you and the bank.
• Risk management: Together with the commercial credit team, you will utilize your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within risk appetite.
• Mentorship: Although no direct employees report to you, you will develop a strong leadership foundation by coaching and mentoring work with junior employees.

Capabilities that will take you further

• Financially savvy. You’ve garnered strong commercial lending experience that has allowed you to plan, execute and develop strategies that have resulted in you hitting your sales targets and business goals out of the financial institution park.
• A strategic planner. You’ve heard it your whole life, but you’re a planner and an excellent one at that. Your innate eye for details and strategy allows you to set winning plans that result in achievements and business successes.
• An encouraging teammate. You love to work collaboratively. You see the value in working together and have achieved many professional wins because of this mentality.
• Think big and beyond. Although you pride yourself in being detail oriented and can see well into the weeds of problems, it is your knack for strategy and solutions that sets you apart from your peers.

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.

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

• A broad and in-depth working knowledge of the Canadian investment industry
• 15+ years of relevant experience
• Highly collaborative nature with the ability to build trusted relationships
• Investment knowledge on a range of asset classes, including Alternatives
• Strong social skills and business acumen to manage and guide internal and external stakeholders
• Curiosity to understand clients’ needs and translate them into value-add opportunities
• Flexibility to work as needed by clients

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

• Own clients’ overall experience with our organization
• Participate in discovery with prospective or new client families
• Identify and advance clients’ priorities beyond their investment portfolios
• Provide education and trusted advice on investments
• Lead client meetings and ensure materials meet or exceed expectations
• Strategic Investment Planning
• Develop integrated investment plans based on clients’ unique goals and needs
• Oversee the development of, and updates to, clients’ Investment Policy Statements
• Review new client families’ existing investments for alignment with their objectives
• Liaise with clients’ tax advisors to align investment and tax planning
• Stay in tune with changes to clients’ lives and whether their plans require changes

Investment Allocations

• Provide non-discretionary clients with recommendations that are actionable and concise
• Manage discretionary client capital following clients’ IPSs and internal resources
• Coordinate with clients’ tax advisors to help them assess asset placement considerations
• Attend Investment Committee meetings and remain apprised of our investment activities
• Ensure investment execution with practice group members, client service and operations

Reporting and Monitoring

• Provide ongoing information, analysis, and education to client families on their investments
• Oversee the timely delivery and accuracy of investment reporting
• Manage the design and delivery of any custom portfolio analyses for clients
• Liaise with the investment and operations team from time to time to address client questions

Compensation

• Industry competitive salary.
• Performance-based bonus structure.
• Health benefits via participation in the firm’s health spending account.
• Four weeks’ vacation per annum

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

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

• Develop and implement strategies to obtain buy-in for the firm’s investment products from the financial advisory community (IIROC, MFDA, EMD and Discretionary PM firms).
• Assist with the investment product approval process at various financial advisory firms including developing and implementing strategies and obtaining buy-in and commitments from advisors.
• Ensure capital raise goals and targets are met or exceeded. Ensure gaols are achieved while maintaining budgets.
• Ensure high levels of client satisfaction both at the advisor partner and individual investor level.
• Assist with the firm’s growth by continuing to identify and pursue opportunities for new relationships with firms and with the advisor community, including working with the marketing and communications team as required.

Qualifications

• A minimum of 5 years’ experience in investment product sales at both the wholesale and individual level. Must have a proven network of existing relationships. Alternative or private market experience an important asset.
• Excellent negotiating and sales skills with the ability to act strategically.
  One must be highly self-motivated and have a strong work ethic and discipline.
• Ability to consistently perform at a high-level with minimal oversight.
• Excellent communication and presentation skills – both at an individual and large audience level.
• Ability to travel nationally to cover regional responsibilities and assist with other locations as required.
• Must be able to thrive in an extremely fast-past high stress growth environment.
• Degree in business management or finance. CFA an asset.

Compensation
Competitive Compensation

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

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

• Prepare, review, and file federal and provincial tax returns for individual and corporate clients (T1, T2, T3, T4, T5, T5013 etc.) independently and as part of a broader engagement team. This includes:
  • Preparation and review of corporate tax returns in accordance with Firm standards for Canadian‐based corporations, Canadian subsidiaries of foreign‐based corporations, and Canadian‐based corporations with operations in foreign jurisdictions; and
  • Preparing and reviewing personal tax returns, terminal returns, estate returns and trust returns along with various information returns.
• Work closely with the Tax Partners and other senior staff to develop and implement complex tax planning assignments for corporate and private clients.
• Research and interpret tax issues and prepare memorandums, client letters, and develop opinions on a variety of tax issues.
• Prepare tax provision and accruals in accordance with applicable accounting
• Assist in the development and implementation of tax and estate planning
• Liaise and be a primary point of contact with tax authorities on tax audits and
• Perform advanced technical research and document tax plan recommendations for
• Maintain a strong knowledge base of Canadian tax rules and regulations, growing this base over
• Establish a requisite knowledge base of cross border, commodity, and transactional tax rules and regulations for specific client This includes a working and growing knowledge of transfer pricing regulations.
• Collaborate with senior management on file planning and completion with the established time
• Provide effective leadership, mentorship, and skills development that support the values of the
• Provide personal and attentive service to clients to encourage productive working
• Develop and maintain positive working relationships with clients including communication to arrange timing of file work.
• Develop appropriate knowledge, skills, and competencies consistent with the CPA professional development requirements as well as professional workplace competencies.
• Other related duties as

Qualifications and other requirements

• CPA designation or tax professional equivalent with a minimum of 5 years’ experience in public accounting or public tax administration.
• Completion of or working towards completion of the In‐Depth Tax Program or Masters of Tax
• Working knowledge of Canadian tax acts (Income Tax Act, Excise Tax Act, Retail Sales Act, Business Corporations Act, Limited Partnerships Act, Not‐for‐profit Corporations Act, etc.).
• Proficiency with Caseware and tax prep is
• Proficiency with Microsoft Office programs (Word, Excel, Outlook, ) required.
• Related experience supporting owner‐managed private corporations is an
• Familiarity with various accounting programs and software is considered an
• Strong project management, problem‐solving, time management and prioritizing
• Dedication to teamwork, leadership, and integrity within a professional
• Excellent communication skills, with previous experience in a customer service‐related position; strong interpersonal and relationship building
• Commitment to continuous
• Commitment to organization and high
• Reliable vehicle and good driving record required as this role will require limited local

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:

• Culture of lifelong learning
• Supportive and collaborative work environment
• Enthusiastic and participative team spirit
• Commitment to community engagement
• Flexible hours to allow for work life balance
• Casual Friday dress policy
• Competitive and comprehensive benefits

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.

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 

• Deliver client engagements, while providing thoughtful audit, assurance, and advisory support to a variety of private sector, owner managed SMEs and not-for-profit organizations
• Understand and employ the firm’s assurance engagement methodology
• Plan, scope, and lead complex assurance and audit engagements both independently and as part of a team, governed by ASPE and Canadian Auditing and Review Standards.
• Collaborate with Partners on the engagement method and execute the engagement plan using a risk-based approach.
• Organize information and manage staff involvement for large groups of owner managed SMEs.
• Review work performed by intermediate and senior Staff Accountants for standard and complex assurance engagements.
• Interact with clients to help ensure the flow of information from client to the assurance team and vice versa is efficient.
• Supervise Staff Accountants on engagement teams and function as a Senior Manager, monitoring and coaching productivity and adherence to the work plan and budget
• Provide insightful feedback on reviewed financial statements and prepare other client deliverables such as board communications, deficiency letters, management letters, etc.
• Deliver technical expertise in audit and assurance through client interactions, reports, technical work, management presentations and the creation of high-quality client deliverables.
• Collaborate with client engagement team prior to commencement of client work to discuss roles and responsibilities, risk areas, materiality, and deadlines
• Review, investigate, and correct discrepancies and irregularities in financial entries and reports.
• Think strategically about client needs by understanding their business and associated key risks.
• Leverage team appropriately to ensure proper documentation is prepared for the client and procedures relating to the file are followed accordingly.

Tax 

• Prepare, review, and file federal and provincial tax returns for individual and corporate clients (T1, T2, T3, T4, T5, T5013 etc.) independently and as part of a broader engagement team. This includes:
  • Preparation and review of corporate tax returns in accordance with Firm standards for Canadian-based corporations, Canadian subsidiaries of foreign-based corporations, and Canadian-based corporations with operations in foreign jurisdictions; and
  • Good understanding of personal tax returns, terminal returns, estate returns and trust returns along with various information returns.

Management

• Lead multiple client-facing engagement teams ensuring that client and Partner expectations are clearly communicated to the engagement team.
• Manage a portfolio of private sector, owner managed clients while ensuring their service needs are addressed in a timely manner.
• Be accountable for project financials (budgets, WIP, timely billing, variance recognition).
• Maintain high quality control by reviewing work done from other team members for accuracy and completeness; provide feedback and coaching to Assurance Staff Accountants.
• Monitor project timelines against targets, adjust where necessary; advise clients of project status and seek clarification on discrepancies where applicable.
• Liaise and correspond professionally with clients, colleagues, and the Firm leadership team.
• Promote regular attendance, balanced lifestyle, and high standard of team
• Identify performance improvement opportunities for team wellness.
• Conduct formal, written annual performance reviews.

Business Development

• Contribute to the preparation and delivery of competitive proposals to meet client needs.
• Network in the local business community and consider new business development opportunities.
• Contribute to the development of new ideas and approaches to improve work processes.
• Mentor, motivate, and coach team members towards professional and personal development goals by setting clear expectations, providing feedback, and addressing performance issues promptly.
• Keep up to date on industry developments by reading trade publications and other relevant thought leadership.
• Respond to technical questions from all professional staff regarding accounting and assurance- related matters.
• Conduct research on relevant accounting issues, new standards, and their application to private enterprise.
• Maintain responsibility for certain aspects of staff and executive training including course development and course instruction.
• Prepare and present seminars or informational fact sheets to clients on relevant accounting pronouncements.

Qualifications and other requirements

• CPA designation with a minimum of 7 years’ experience in audit and assurance required.
• Strong working knowledge of ASPE standards required.
• Working knowledge of the Canadian Income Tax Act and Excise Tax Act.
• Proficiency with Caseware or other accounting software is preferred.
• Proficiency with Microsoft Office programs (Word, Excel, ) required.
• Related experience supporting owner-managed private corporations is an asset.
• Familiarity with various accounting programs and software is considered an asset.
• Strong project management, problem-solving, time management and prioritizing skills.
• Dedication to teamwork, leadership, and integrity within a professional environment.
• Excellent communication skills, with previous experience in a customer service-related position; strong interpersonal and relationship building skills.
• Commitment to continuous learning.
• Commitment to organization and high performance.

Other Details

• Job type: Full-time
• Experience: Audit and Assurance (7+ years), Public Accounting (5 years)
• License: CPA
• Work Set-up: This position requires working from the office
• Language: English, French (asset)

Benefits of working at the firm:

• Competitive and comprehensive benefits package
  • Health, dental, disability, and life insurance
  • Personal and bereavement days
  • Education assistance
  • Sick leave
• Culture of lifelong learning
• Supportive and collaborative work environment
• Enthusiastic and participative team spirit
• Commitment to community engagement
• Flexible hours to allow for work life balance
• Casual Friday dress policy
• Free parking

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.

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:

• 3+ years in public practice only
• Experience in small to mid-sized public accounting firms
• Knowledge of Caseware, Caseview, Profile T1, T2, T3, T4/T5, T5013
• Research & Development experience
• Flexibility to work long hours preparing T1’s in April.
• Notice to readers
• Review Engagements and audits
• Excellent organizational and time management skills with the ability to prioritize and manage several projects with similar deadlines.

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.

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:

• An ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success
• Developing one’s pipeline of business through various sources and continuously working to grow one’s network of business.
• Growing a direct private client customer base and developing new opportunities with external business partners.
• Understanding client needs & objectives and transitioning them to the firm’s solutions and products.
• Achieving monthly and annual sales targets.
• Developing an excellent understanding of approved investment products.
• Participating at corporate events as required.

Required Skills and Abilities:

• Excellent sales skills.
• Strong client service skills and the ability to confidently handle client interactions.
• Strong ability to grow their investor network.
• High performance standards and ability to put the time in to achieve results.
• An entrepreneurial spirit and desire to work hard and consistently improve.
• Desire to bring credible, proven, long term wealth solutions to clients.

Education and Experience:

• 2 years+ experience in the financial services or real estate investment sales, in a client facing capacity.
• A post-secondary degree or equivalent business experience.
• Completion of or working towards the completion of the Canadian Securities Course (CSC) or the IFSE Exempt Market Proficiency Course.

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.

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?

• Apply your past sales experience for prospecting and lead generation to new and existing clients
• Demonstrate portfolio management and risk mitigation through the review of financial statements identifying trends, monitoring risk, and assessing for credit restructuring
• Provide an exceptional client experience by delivering superior business and financial advice
• Leverage the expertise of the company by identifying referral opportunities, making introductions together with appropriate referrals to partners
• Collaborate and coordinate with the various teams to develop and execute a client contact strategy
• Champion digital enablement by becoming an advocate of the organization mobile application and wallet, promoting regular usage through educating and guiding clients on how to use it

What do you need to succeed?

Must-have

• Minimum 3-5 years of commercial banking experience
• Proven track record in sales and business development and exceptional client relationship management
• Credit skills including assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
• Specialized industry expertise working with emerging communication and technology companies
• Strong new client acquisition skills (e.g., pitching the value proposition, lead generation, initial customer contact and communication and presentation skills, cold calling and asking for referrals)
• Established network within the Greater Toronto technology ecosystem 

Nice-to-have

• Deep products and services knowledge of treasury solutions, trade and foreign exchange
• University degree, ideally in commerce, business administration, or related experience

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.

• World-class sales and senior leadership training with countless development opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation
• A focus on work-life balance
• A unique opportunity for personal and professional growth
• Work in a dynamic, collaborative, progressive, and high-performing team

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

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:

• Developing a pipeline of business through various sources and continuously working to grow the firm’s network of business (both directly from clients and through external referral partners).
• Developing and implementing strategies to attract prospects and then obtain buy-in for the firm’s investment offerings.
  Assist marketing and communications teams with advertising and creating communications content directed at Chinese Canadian prospects and investor clients.
• Build-out and manage a team of investment sales professionals and support staff as buy-in from prospects and clients continues to grow.
  Ensure team members have an excellent understanding of approved investment products and provide suitable advice when transitioning clients to the firm’s investment products.
• Ensure the highest standards for professionalism, reputation and compliance are always maintained.
• Ensure client satisfaction is kept at the highest levels.
• Achieve monthly and annual sales targets.
• Participating at and organize various corporate events as required.
• Domestic travel (and international if required as the business expands).

The successful candidate will possess:

• Excellent sales skills and the ability to manage and motivate a sales team.
  Completion of the Canadian Securities Course (CSC) or the IFSE Exempt Market Proficiency Course, or a current registration as a dealing representative or equivalent category.
• Strong client service skills and the ability to confidently handle client interactions.
• A post-secondary degree or equivalent business experience.
  10+ years experience in the financial services industry or real estate investment sales, in a management and client facing capacity.
• Strong network of clients and the ability to grow that network.
• High performance standards and ability to put the time in to achieve results.
• An entrepreneurial spirit and desire to work hard and consistently improve.
• Desire to bring credible, proven, long-term wealth solutions to clients.
• Excellent communication skills (both written and oral) in both Mandarin,
• Cantonese and English.
• Excellent presentation skills.

Compensation:

• Competitive earning structure. Base salary plus sales commission/bonus.

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