Client Associate

The Client

The client is a Big 5 bank’s top advisory group with over 25 years of success working with a very select group of high net worth, ultra-high net worth and family office individuals. The group has an exceptional corporate culture that nurtures close partnership and cohesion between its team members and encourages professional development and growth while providing the highest level of commitment to excellence in client service. The group is looking for a Client Associate to assist with their expansion.

Position Overview

We are searching for an administrative professional who is passionate about simplifying clients’ lives. This role is client-facing (in-person/virtual/audio) and directly supports the workflow efficiency of the firm. Under the guidance of a Senior Associate Wealth Advisor, the Client Associate participates in high net worth client meetings to document actions and ensure they are fulfilled in a timely, professional and accurate manner. The day-to-day tasks of this position move quickly, allowing the successful candidate to use various skills and keep their role fresh. This opportunity is aligned with an individual who appreciates attention to detail, is enthusiastic about process efficiency and enjoys client interactions.

Responsibilities

• Administrative support for our Advisory team
• Respond to client queries directly or involve appropriate team members
• Prep client-specific reports for the Senior Associate Wealth Advisor before each client meeting
• Attend all identified client portfolio reviews with the Senior Investment Advisor
• Participate in approximately 150 high net worth client meetings each year
• Manage all workflow once a meeting is complete
• Maintain and strengthen client relationships
• Work cohesively with strategic partners (lawyers, accountants, insurance advisors)

Desired skills and qualifications

• Experience in the investment industry
• Knowledge of investment products (RRSP, RRIF, LIF, TFSA, RESP)
• Completed CSC, CPH, and WME (or willing to complete within the first six months of hire)

• IIROC licensed (or willing to obtain a license)
• Detail oriented
• Follows processes
• Works well in a team environment and independently
• Takes initiative
• Adaptable to new software
• Thrives in a fast-paced environment
• Welcomes a challenge

Characteristics

• An extremely keen eye for detail
• Highly organized

• Analytical
• Team player 

Job Specifications

• This role is an in-office position.
• Cost of courses and licenses are covered by the firm

• $60,000 - $75,000 total annual compensation (pending experience, education and skill set)
• Potential bonus program

If you are interested in joining our unified team, please send your cover letter and resume to amy.mottershead@cibc.ca. If you have any questions please call Amy at 780-970-5399. Only short listed applicants will be contacted.

Please check out our website at www.theschmidtinvestmentgroup.ca

Billing Operations Specialist

• Supports ongoing maintenance of customer accounts and payment billing systems. Ensures payments through variety of sources are recognized and posted against the correct account and invoice.
• Manages the set-up of special pricing arrangements to include bundles, consolidations and discrete pricing arrangements, ensuring negotiated amount is accurately reflected in the billing systems.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Builds effective relationships with internal/external stakeholders.
• Monitors for accuracy of billing system information, including service pricing, rate structures and price lists for all business products.
• Leads/participates in the design, implementation and management of core business/group processes.
• Provides input into the planning and implementation of operational programs.
• Researches and investigates billing anomalies/variances for products and customers to determine cause and make recommendations for resolution.
• Establishes and maintains relationships to understand normal transaction patterns, systems operations and other factors that may impact invoice processing.
• Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
• Resolves processing issues in accordance with policies & procedures and service level expectations.
• Analyzes data and information to provide insights and recommendations.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.

Qualifications:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem-solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Job Description

Position:  Business Analyst II

Duration: 6 months

Location: Toronto – Hybrid

Degree/Certifications Required: Undergraduate degree Years of experience: 2-4 years’

Reason for request/why opened: Backfilling for someone on a leave % Interaction with Stakeholders: 50% (can change from day-to-day) Team Size: 2 people Personality Style/Team Culture: Great and overall happy culture, regular meetings to discuss any issues/concerns, people take ownership of their work

Selling Points of Position: BANKS culture and experience, exposure to upper management (networking), communication with other firms, able to flex your problem solving skills Best Vs Average Candidate: Self-sufficient, problem solver, analytical, take ownership of work and see it through to the end How will performance be measured: No set metrics but more so how quickly and how many breaks they are able to resolve

SUMMARY OF DAY TO DAY RESPONSIBILITIES:

Primary Purpose of the Role:

A cross functional process analyst, conduct research, analysis and reporting on a range of operational and service issues. Execute on critical projects and strategic special initiatives within a defined functional area that may require broader partnership across BANKSS and/or other BANKS enterprise functions. Enhance management decision making on policies, processes, products and services based on insights generated from analytics and reporting to advance the operating model / processes and elevate service quality. Facilitate the implementation of policies/processes and/or initiatives to meet functional objectives.

Key Accountabilities:

• Execute more complex transactions and overrides accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs) • Identify, document, and investigate processes/exceptions arising from transactions/processes beyond first level operations service delivery and ensure timely follow up • Coordinate with partners on key initiatives and may act as a project lead/subject matter expert for small-scale projects/ initiatives in accordance with project management methodologies • Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained • Identify opportunities to improve service delivery • Provide accurate and thorough analysis of key process drivers, root or systemic causes of cross functional operational issues, interpret findings and make recommendations • Support partners with both inbound and outbound requests from various channels, answering questions to perform adjustments within authority levels, including internal or external clients • Contribute to the production of consolidated or aggregated reporting as appropriate • Maintain working relationships with customers by resolving customer issues and articulating business processes to respond to customer queries • May interact with other partners and vendors, providing guidance and/or addressing questions/concerns in an effective and timely manner • Contribute to business objectives for operational excellence -- identify, suggest and actively participate in improving standards, policies, procedures, and solutions • Analyze service delivery issues and conduct internal/external research projects and/or contribute to audit reviews; run testing, and generate reports to identify potential solutions within BANKS's risk appetite that enhance the customer experience and support business objectives • Must be able to conduct documentation of business requirements that are complete, accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations

Skills:

Verbal and written communication skills, problem solving skills, attention to detail and interpersonal skills. Strong understanding of FX and Derivatives products (Commodities, Credit, Rates, Equity). Ability to work independently and manage ones time. Advanced knowledge of business analysis, project delivery practices and standards across the project life-cycle.

- Portfolio reconciliation and dealing with any breaks

- Upload our side of the trade to 3rd party vendor system

- There will be discrepancies, investigate issues, identify highest issues, fix breaks, etc.

- Answer client questions

- Will also be working with other banks

- Partially Client facing

- Deal with BAU issues

- Work in the regulatory space

- Work with compliance team if need be

MUST HAVE:

1.) Business Analyst Experience – 2 years

2.) Strong understanding of FX and Derivatives products (Commodities, Credit, Rates, Equity)

3.) Advanced knowledge of business analysis, project delivery practices and standards across the project life-cycle

4.) Strong Communication (verbal and written)

NICE TO HAVE:

1.) Technical Abilities – Python, Alteryx (to resolve issues)

2.) Previous banking experience

Job Description

Position: Business Analyst IV Sr. Manager- Digital Marketing Analytics and Insights- BANKSJP00046528

Location: Toronto

Duration: 12 Months

Type: Hybrid

Project Scope: supporting multiple projects during contract

• Degree/Certifications Required: Business, Statistics, Math, Computer Science - work experience will be more

preferred

• Years of experience: 8-10
• Reason for request/why opened: cover for mat leave
• % Interaction with Stakeholders: 60% mostly internal, some external as well
• Team Size: 14-person team
• Personality Style/Team Culture: autonomous and collaborative work
• Selling Points of Position: BANKS experience
• Best Vs Average Candidate: top must haves are met
• How will performance be measured: progress of project, short-term deliverables, surveys and feedback from the team (annual survey)

SUMMARY OF DAY TO DAY RESPONSIBILITIES:

Responsibilities include:

• Oversee day-to-day team operations in terms of delivering automated and ad-hoc digital marketing reports and insights
• Lead transition of digital advertising book-of-record reporting, involving integrations of Google Analytics and Facebook offline conversions into existing dashboards
• Lead integration of other digital marketing channels into book-of-record marketing dashboards, including SEO, public site, online banking, and mobile banking app
• Drive standardization of digital advertising measurement across all LOBs through multi-touch attribution, media mix modelling, and A/B lift tests
• Develop a digital advertising insights framework that leads to actional recommendations
• Collaborate with the digital marketing capabilities team to drive increased automation of digital reporting and insights
• Create and develop a team not only focused on developing insights but also presenting insights back to partners to drive strategic improvement
• Enhance digital analytics capability by developing a “best-in-class” analytics teams that delivers meaningful insights that drive measurable business value
• Provide people leadership; oversee people plans and strategies to attract, motivate and retain a highly diverse, qualified and engaged team to fulfill current and future business needs
• Identify and champion digital media and analytics projects and services across all paid, owned and earned assets
• Work with vendors and/or internal partners to develop and integrate advanced techniques for performance measurement and attribution.
• Collaborate with partners on marketing challenges and provide fact-based analytical advice across paid, owned and earned digital activities that aligns to strategy & drives business profitability

MUST HAVE:

• 7-10 years of experience in digital marketing analytics, preferably within the context of financial services
• 5+ years experience managing small to mid sized digital marketing analytics teams with experience in identifying and growing talent. -people management skills
• Strong BI/Visualization skills and experience
• 5+ years of relevant experience in digital analytics data with specific experience with the following platforms:
• BI/Data Visualization Platforms: one of, Domo, Power BI, Looker, Datorama – digital marketing analytics
• Marketing Analytics Platforms: one or more of Google Analytics, Adobe Analytics, CM360
• Digital Advertising Platforms: one or more of SA360, DV360, Google Ads, Facebook Business Manager
• Working experience with digital attribution and marketing mix modelling methodologies

SOFT SKILLS:

• A passion for analytics, high comfort level and interest in interpreting data and results; ability to "tell stories"with data and facts
• Proven leadership experience including demonstrated ability to work in and across teams, manage stakeholders and align leadership
• Strong project management skills and a high attention to detail
• An overall dedication to producing high quality work and desire to continuously learn, develop and do better
• Analytically anchored problem-solving skills including the ability to leverage data to formulate statistical solutions to solve business problems
• A broad understanding of digital marketing data, analytical tools and methods and knowledge of where analytics may add value to marketing and/or business
• Ability to work with senior partners to prioritize work efforts across team and communicate trade-offs, get their trust and buy-ins by helping them understand how different initiatives would generate business value

NICE TO HAVE:

1.) Working experience on marketing use cases with Google Cloud and Big Query would be an asset

2.) Skills and experience with either SQL SAS, PySpark, or Python would be considered an asset

3.) 7-10 years of experience in digital marketing analytics, PREFERABLY within the context of financial services

4.) In addition, s/he will have a degree in quantitative discipline, science, engineering, or business/finance is preferred.

5.) Excellent presentation & communication skills

Responsibilities include:

• Oversee day-to-day team operations in terms of delivering automated and ad-hoc digital marketing reports and insights
• Lead transition of digital advertising book-of-record reporting, involving integrations of Google Analytics and Facebook offline conversions into existing dashboards
• Lead integration of other digital marketing channels into book-of-record marketing dashboards, including SEO, public site, online banking, and mobile banking app
• Drive standardization of digital advertising measurement across all LOBs through multi-touch attribution, media mix modelling, and A/B lift tests
• Develop a digital advertising insights framework that leads to actional recommendations
• Collaborate with the digital marketing capabilities team to drive increased automation of digital reporting and insights
• Create and develop a team not only focused on developing insights but also presenting insights back to partners to drive strategic improvement
• Enhance digital analytics capability by developing a “best-in-class” analytics teams that delivers meaningful insights that drive measurable business value
• Provide people leadership; oversee people plans and strategies to attract, motivate and retain a highly diverse, qualified, and engaged team to fulfill current and future business needs
• Identify and champion digital media and analytics projects and services across all paid, owned and earned assets
• Work with vendors and/or internal partners to develop and integrate advanced techniques for performance measurement and attribution.
• Collaborate with partners on marketing challenges and provide fact-based analytical advice across paid, owned and earned digital activities that aligns to strategy & drives business profitability

Skills and Experience:

• 7-10 years of experience in digital marketing analytics, preferably within the context of financial services. In addition, s/he will have a degree in quantitative discipline, science, engineering, or business/finance is preferred.
• 5+ years experience managing small to mid sized digital marketing analytics teams with experience in identifying and growing talent.
• Strong BI/Visualization skills and experience
• 5+ years of relevant experience in digital analytics data with specific experience with the following platforms:

• BI/Data Visualization Platforms: one of, Domo, Power BI, Looker, Datorama
• Marketing Analytics Platforms: one or more of Google Analytics, Adobe Analytics, CM360
• Digital Advertising Platforms: one or more of SA360, DV360, Google Ads, Facebook Business Manager

• Working experience on marketing use cases with Google Cloud and Big Query would be an asset
• Skills and experience with either SQL SAS, PySpark, or Python would be considered an asset
• Working experience with digital attribution and marketing mix modelling methodologies
• A passion for analytics, high comfort level and interest in interpreting data and results; ability to "tell stories" with data and facts
• Proven leadership experience including demonstrated ability to work in and across teams, manage stakeholders and align leadership
• Strong project management skills and a high attention to detail
• Excellent presentation & communication skills
• An overall dedication to producing high quality work and desire to continuously learn, develop and do better
• Analytically anchored problem-solving skills including the ability to leverage data to formulate statistical solutions to solve business problems
• A broad understanding of digital marketing data, analytical tools and methods and knowledge of where analytics may add value to marketing and/or business
• Ability to work with senior partners to prioritize work efforts across team and communicate trade-offs, get their trust and buy-ins by helping them understand how different initiatives would generate business value

Job Description:

• Degree/Certifications Required: Undergrad
• Years of experience: 5-7 years related business analysis experience required
• Reason for request/why opened: Backfill
• % Interaction with Stakeholders: 20% peers, 10% upper management. 70% individual analysis
• Team Size: 12-16 people
• How will performance be measured: Meeting deliverables, report quality, meeting project timelines, positive colleague feedback.

• Provide support and delivery of requirements and work packages on low complexity projects/initiatives in alignment with business strategies.
• May also support team with project/program delivery.

KEY ACCOUNTABILITIES

CUSTOMER

• Recognizing the importance of our customers - anticipating and meeting their evolving needs, as well as providing the kind of Legendary Customer Service that reflects bank’s  standards and Guiding Principles.
• Lead a diverse range of stakeholders; communicates effectively by adapting style and technique to a diverse audience 
• Analyze impacts to customers, stakeholders, employees, process, technology solutions to achieve business results 
• Understand and clarify work packages of each assigned initiative/project inclusive of constraints (time, cost, people resources) and maintain a customer-centric approach 
• Provide recommendations and direction based on the end to end customer experience when making decisions  Lead and own the project deliverables related to business requirements to meet the needs of the customer, employee, and business 
• Assess and ensure that customer and employee experience / stakeholder impacts are appropriately managed
• Engage appropriate stakeholders to identify and manage required outcomes of projects for the business 
• Provide on-going communication to key stakeholders, including the project sponsor, business project owner, project / program / portfolio manager to ensure they are aware of significant changes which impact requirements delivery against the overall project 
• Respond to inquiries and escalate concerns from stakeholders and partners at all levels in the organization  Identify and lead problem resolution to ensure customer needs are met  Contribute to the application of change management best practices (e.g. stakeholder analysis, gap analysis, change planning, etc.) 
• Collaborate with the project manager and business sponsor to identify and ensure required resources are assigned to the project for  successful delivery of requirements 
• Ensure timely notification and escalation of possible issues/problems while assessing options and recommendations for prompt resolution

SHAREHOLDER - BUSINESS OPERATIONS

• Focused on executing better constantly reviewing our processes and finding ways to improve them; collaborating with internal and external business partners to improve operational efficiency and effectiveness.
• Lead requirements management on project(s) which are based on complexity, size and budget as defined by the project governance levels 
• Provide leadership / guidance and support in defining the business need or problem statement based on strategic drivers and identifying potential solutions 
• Identify scope changes and complete analysis to determine impact to project benefits and risks 
• Facilitate and follow a structured approach to plan, elicit, analyze, document, communicate, and manage business requirements with stakeholders by applying a variety of elicitation techniques to probe, challenge and understand requirements according to the requirements management discipline 
• Identify, document and validate current state processes and work with the business and stakeholders to design the desired future state 
• Establish and maintain full requirements traceability and work with the business to prioritize requirements and scope changes to ensure business needs are met 
• Collaborate with technology partners and provide recommendations to support development of: system requirements and design, testing plans, artifacts/deliverables to ensure business needs are met 
• Ensure project issues and concerns are addressed for clear articulation of business requirements (eg. Business Systems Analyst) 
• Proactively identify and track requirements risks, issues, assumptions, dependencies, constraints and anticipate and effectively manage risks related to requirements.
• Align decisions to bank’s risk appetite 
• Develop mitigation plans or lead/contribute to the completion of necessary compliance/new process assessment templates 
• Contribute to Quality Assurance activities by supporting the development of test scripts and testing of developed solutions, including communication of issues and resolution 
• Adhere to Enterprise project governance controls to ensure projects meet all performance, quality and compliance standards and conforms to appropriate disciplines 
• Contribute to the development of the project plan and high-level work breakout session (WBS), identify and manage key risks and decisions 
• Own and complete relevant work packages through collaboration with multiple stakeholders to prepare for operational readiness, managing deadlines and adjusting to changing work priorities 
• Take ownership and communicate progress on work packages, including requirements management, in a concise and timely manner, escalating issues to project manager, partners and manager where appropriate 
• Assess project change requests and their impacts on requirements, checking for alignment to project benefits at all phases 
• Develop efficient and effective solutions through analytical problem solving 
• Support implementation / post implementation activities as defined in the project plan

SHAREHOLDER- FINANCIAL

• Banks commitment to financial responsibility and operating our businesses with excellence.
• Own the delivery of high level requirements that drives successful cost estimation for the project and requirements changes due to any project change requests 
• Forecast, define and manage the requirements effort including cost and timeline 
• Support the Request for Information (RFI) or Request for Proposal (RFP) with vendors if required 
• Contribute to the development of the seed funding request by ensuring project scope and benefits are clearly articulated and risks are identified 
• Identify risks or issues with technology solution or design which may impact realization of project benefits and provide guidance and support to stakeholders in making good decisions to pro-actively resolve or mitigate potential risks/delays to the project 
• Ensure accuracy of the business requirements documentation to mitigate against project changes and reduce/manage cost to the project 
• Critique and analyze requirement change requests to challenge impact to original business need as defined by project charter 
• Solidify business needs including problem statements, business objectives and strategic alignment to ensure accurate delivery of business requirements in support of the business case 
• Deliver detailed level requirements to support downstream estimates and delivery of business case anchored to business requirements 
• May contribute with business owner to define measures of success as defined in the project charter

Must haves:

• Verbal and written communication skills  Problem solving skills  attention to detail and interpersonal skills.
• Ability to work independently and manage ones time.
• Basic mentoring skills necessary to provide support and constructive performance feedback.
• Advanced to expert knowledge of business analysis, project delivery practices and standards across the project life-cycle.
• Knowledge of business process management techniques and principles involved in production of BPM drawings and models.
• Experience evaluating learning systems and technologies

Nice to haves

• Business Analysis Accreditation is an asset.
• Experience with  Sum total/ degreed

Job Description:

• Degree/Certifications Required: University degree or comparable professional education/training
• Years of experience: 2-4 years
• Reason for request/why opened: Backfill
• % Interaction with Stakeholders:  70% peers 30% upper management
• Team Size: 20-30 people
• Personality Style/Team Culture:  Open and goal driven
• How will performance be measured: Meeting deliverables, Accuracy, timely status reports, report accuracy

Job Description:

Department Overview

The Corporate Transformation and Operations (CTO) group is made up of six functions and was established to develop a strategy and model to build the capabilities, systems and processes required for best-in-class operations and other enabling capabilities across Finance, Risk, HR and Customer, Community & Corporate (CCC).   The CTO represents Corporate Function leaders, in partnership with Technology, to manage BAU operations and deliver change with confidence for corporate technology and data platforms.

Your Accountabilities Include:

The Project Manager will plan, manage and deliver distinct projects through all specific phases in alignment with business and/or enterprise strategies. This individual may manage a number of small to medium size projects at any given time with a low to medium complexity risk profile and time horizon generally ranging from short to medium term.  This individual may support projects within multiple CTO portfolios.

• Indirectly manage a LoB project team consisting of Business Analysts, Business SMEs and technology resources (where applicable) under the 1PM project & resource management framework or Next Evolution of Work (NEW) in future
• Engage executive sponsor to ensure active participation on project initiatives
• Engage appropriate stakeholders to identify and manage required outcomes of projects for the business
• Establish effective project oversight and other governance bodies, and engage the correct levels to support the direction for the project
• Provide on-going communication to key stakeholders, including the Project Sponsor, Business Project Owner, Program Manager and Portfolio Manager to ensure they are aware of significant changes to the project status in a timely manner
• Respond to inquiries and escalate concerns from stakeholders at all levels in the organization (technical, business, Senior and Executive Management)
• Provide advice and guidance to business partners and project team as required regarding best practices in project management
• Collaborate with appropriate partners to ensure required resources are assigned to the project for successful delivery
• Deliver and own project outcomes that are aligned to established cost, timing, deliverable and scope objectives
• Generate cost estimates and provides general financial management, incorporating risk, by leveraging appropriate tools, templates,
• Proactively identify and track project risk and develop mitigation plans to manage risk
• Accurately forecast and manage assigned budget to provide monthly financial reporting for projects in alignment with Finance standards
• Support vendor management and strategic sourcing process, managing RFP activities and partnering with vendor(s) to ensure efficient and effective project delivery
• Apply bank principles of project management life cycle methodologies, tools and best practices, ensuring that appropriate documentation, change and risk management practices are in place

Must haves

• 3-4 years progressive project-related experience
• Comprehensive knowledge of the practices, procedures and principles of project management
• Exposure to financial management with respect to tracking, forecasting and managing project budgets
• Team player with ability to influence and achieve results through effective negotiation, problem solving
• Excellent written and verbal communication skills
• Good relationship management skills
• Experience with Microsoft Office

Nice to haves

• PMP certification or equivalent preferred
• Familiar with bank project delivery methodology

Job Description:

• Degree/Certifications Required: Bachelors Degree
• Years of experience: 10 years . Willing to consider less years experience at lower Bill rates
• Reason for request/why opened: additional resource on current project
• % Interaction with Stakeholders: 40 %
• Team Size: Large team- 100 people
• Personality Style/Team Culture: Looking for someone who can work in a fast paced environment.
• Selling Points of Position: Experience working on an important project with Top Bank
• Best Vs Average Candidate: Ideal candidate who has worked on large data driven projects. Familiar with schedule mgmt, rate log mgmt, sharepoint, meetings mgmt. Follow up on action items assigned to by PM. Someone who can work on very fast paced moving projects and can handle heavy data driven project.
• How will performance be measured: Verbal

SUMMARY OF DAY TO DAY RESPONSIBILITIES:

• Candidate will be Project Analyst/Jr PM
• Will be assigned to different/multiple project.
• Manages project schedule
• Will work with Sr PM
• Experience with Various reporting

CUSTOMER:

• Conduct regular, ongoing analysis, evaluation / assessment and review current and future state business processes/ procedures within the assigned business area 
• Gather required information and document/map current and future processes, provide input and recommendations to support process improvement 
• Streamline and standardize procedures representing the process mitigate errors, reduce risk, providing consistency 
• Build effective relationships with key business partners within the assigned portfolio 
• Analyze the feasibility and impact of new initiatives, process improvements, technical solutions, and/or products/features 
• Act as the process representative for a defined area on a variety of projects 
• Support/lead the completion of low risk/impact projects/initiatives related to processes/ procedures within the business area 
• Coordinate status reports, communication and deliverables for one or more projects 
• May represent the business and provide coordination within the business, with external service providers and other areas within the bank, on operational processes/ projects 
• Develop and maintain a high level of business knowledge and an understanding of project management principles and methodology 
• Support the development of internal standards and procedures 
• Support the development of communication, implementation and/or training plans to support implementation of projects and/or business initiatives 
• May support training plans for new/improved processes/ procedures, including creation and deployment of communication circulars

SHAREHOLDER:

• Prioritize and manage own workload to meet service level requirements for service and productivity 
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate 
• Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area 
• Protect the interests of the organization identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary 
• Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices 
• Monitor service, productivity and assess efficiency levels within own function and implement continuous process/performance improvements where opportunities exist 
• Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others 
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite 
• On assigned projects/initiatives, use project/process management software / tools and applicable templates to prepare documentation, track, monitor and report information, and maintain database(s) as applicable 
• May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies

Skills: 

• Verbal and written communication skills, problem solving skills, attention to detail and interpersonal skills.  
• Basic ability to work independently and manage one s time.  
• Basic knowledge of production processes, quality control, costs and other techniques for maximizing the effective manufacture and distribution of goods.  
• Basic knowledge of business and management principles involved in strategic planning, resource allocation, and production methods.  
• Basic knowledge of computer software, such as MS Word, MS PowerPoint, MS Project, Visio etc.   
• Education/Experience:  Bachelor's degree in business administration or a related field. 
• PMI or PMP certification preferred. 
• 10+ years experience required."

MUST HAVE:

• 4+ years of Project Analyst experience
• Experience with Project Schedule
• Excellent communication skills
• 4+ years’ Experience with reporting
• Managing raid logs
• Meetings management

NICE TO HAVE:

• MS Project
• Excel VLOOKUP, pivot etc..
• Prior TD or banking experience
• Familiar with agile
• Previous AML/regulatory experience

Job Description:

• Degree/Certifications Required: Yes Bachelor's degree in relevant field or equivalent experience required.
• Years of experience: 2-4 years
• Reason for request/why opened: Backfill/expansion
• % Interaction with Stakeholders:  75% peer 25% leadership
• Team Size: 3 people
• Personality Style/Team Culture:  Open communication and collaborative, excellent discussion skills, detail orientation
• How will performance be measured: Meeting deliverables/timelines, SLA within the role.

PRIMARY PURPOSE OF THE JOB

• Provide a broad range of analysis in the development of HR programs, including processes and procedures development and monitoring.
• Contribute to the HR mandate through research and assessments for a specialized function.

KEY ACCOUNTABILITIES:

CUSTOMER:

• Conduct regular, ongoing analysis, evaluation / assessment and review of HR programs and initiatives 
• Maintain up to date awareness of HR landscape; assess where gaps exist, support the implementation of programs which meet or exceed employee expectations
•  Conduct ongoing industry and competitive analysis to obtain market insights 
• Provide input to HR specialists and managers through conducting analytics and driving insights to support the planning process 
• Develop and maintain employee-facing documentation and communication materials in conjunction with key partners 
• Support with analyzing HR policy and governance impacts on customers, stakeholders and processes to achieve better business results  Liaise with various partners and stakeholders in the resolution of program / employee issues 
• Support and monitor the adherence to service level agreements with external vendors 
• Work in close partnership with selected vendors to ensure program objectives can be met and solutions can be delivered within set timelines, escalate to Management where appropriate

SHAREHOLDER:

• Prioritize and manage own workload to meet SLA requirements for service and productivity 
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate 
• Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area 
• Protect the interests of the organization identify and manage risks, and escalate non-standard, high risk activities as necessary 
• Conduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audience 
• Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices 
• Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists 
• Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others  Identify, recommend and effectively execute standard practices applicable to the discipline 
• Adhere to internal policies/procedures and applicable regulatory guidelines 
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts 
• Protect the interests of the organization identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary 
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite 
• May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies

Must haves 

• Verbal and written communication skills, attention to detail, Customer service and interpersonal skills.
• Excellent Collaboration skills
• Problem solving skills
• Decision making skills
• Ability to work independently and manage one time.
• Previous experience with computer applications, such as Microsoft Word and Excel.
• Relationship management experience.

Nice to haves

• Knowledge of legal policies and procedures related to hiring practices (i.e., equal employment opportunity and affirmative action).
• Health and safety experience

Job Description:

Travel Required: 15% manager will have to provide exact dates for TD PMO to review and then once approved in writing they can proceed and contractors will be able to expense it

• Degree/Certifications Required: Undergraduate degree/ college diploma preferred
• Years of experience: 5-7
• Reason for request/why opened: New project
• % Interaction with Stakeholders: 50% external stakeholders
• Team Size: 15
• Personality Style/Team Culture: New team, collaborative, inclusive Day to day responsibilities: Build data reporting/dashboards, reports for monitoring and tracking account reconciliation and balances, provide senior management and executives with daily reports, develop ongoing stats so people can continue with the dashboard even after the project. More focused on data analytics
• Selling Points of Position: Entering at the start of a project and helping build a new team, very visible, critical part of ensuring health of finance operations, successful delivery means more recognition and opportunities
• Best Vs Average Candidate: banking exp in financial reporting
• How will performance be measured: set objectives, clear performance indicators/SLAs/deliverables

Specific job functions:

• Track status of migration and health of reconciliations during the project implementation phase
• Monitor account reconciliation status upon cut over
• Lead or participate in multiple project releases, collaborate with partners, develop & document processes and keep stakeholders up to date
• Set up business processes to facilitate account reconciliations and attestation of account balances within the new Reconciliation Platform across the Bank
• Conduct data analysis to draw conclusions, make recommendations and assess the effectiveness of reconciliation tool
• Provide specialized and/or advanced technical / business reporting to support executive updates, business partners, functional areas in delivery requirements, build and test of the reconciliation tool
• Prepare and deliver ongoing reporting/ dashboards for monthly governance and reporting
• Provide any other data analysis/ metrics as needed to draw conclusions, make recommendations, assess the effectiveness of reconciliation tool
• Identify, manage risks, and ensure prompt communication and resolution of issues
• Represent the group as the lead or subject matter expert on projects / initiatives for data analytics/reporting
• Support the Manager and guide the development of team members in the build and test of the new Reconciliation Platform across FinOps and the Bank
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and across FinOps and the Bank
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools, and techniques
• Participate in personal performance management and development activities, including cross training across the team
• Contribute to a fair, positive, and equitable environment that supports a diverse workforce
• Execute on more complex and/or non-standard requests
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities
• Act as a brand champion for the business and the bank, both internally and/or externally Specific Job Requirements:

• The candidate must possess experience in addition to customer service and technical skills
• +5 years of experience with people, operations, data or financial management
• Demonstrated history of personal accountability to investigate and resolve issues
• Strong analytical skills: ability to think outside the box and analyze complex and large data, assess risk & waste, challenge the status quo
• Strong skills with MS Office applications, especially Microsoft Excel
• Ability to stay resilient under pressure and through significant change
• Demonstrated process improvement oriented
• Problem solving and issues resolution
• Ability to work effectively in teams – requires a track record of working cross-organizationally and with multiple partners at varying levels
• A good communicator, who builds strong relationships by engaging with colleagues, partners, and external stakeholders
• Robust organizational skills with the ability to pay attention to details, handle multiple deadlines and priorities
• Has excellent judgement and decision-making abilities

Additional Information:

While not explicitly required, a post-secondary degree would be considered an asset.

• Relevant areas of study include, but are not limited to business, computer science, operations, logistics, finance, accounting or financial management

Must haves:

• Proven communication skills to senior management
• Dashboard reporting
• Tableau and other visual analytics
• Proficiency in Excel and other analytical tools
• Great data analysis reporting

Nice to haves:

• Financial reporting
• Alteryx
• Experience working on project management
• Reconcilation experience using software or manually
• Certification in data processing or related field

Job Description:

• Degree/Certifications Required: CPA would be a nice to have
• Years of experience: 5years experience
• Reason for request/why opened: Maternity leave coverage
• % Interaction with Stakeholders:  15 people
• Team Size: around 10
• Personality Style/Team Culture: Highly organized, strong attention to detail Excellent communication skills
• Selling Points of Position: TD experience
• Best Vs Average Candidate: Conducting operational audits, Familiar with wealth mgmt./regulations that support wealth mgmt. in Canada
• How will performance be measured: Verbal feedback

SUMMARY OF DAY TO DAY RESPONSIBILITIES:

• Internal Audit with Wealth mgmt.
• Responsible for execution of audit engagement, face of the engagement Planning activities, drafting planning deliverables
• Executing auditing work First level review Responsible for escalating issue
• Ensuring on budget Drafting audit report
• Familiar with our methodologies- ensuring auditing conducting Operational auditing role/ Internal controls

***Please note, this is not an Accountant or a Financial Auditing role. The manager is looking for candidates with operational auditing experience****

• As an Audit Manager II, you’ll provide oversight to complex audits and ensure completion for multiple business groups.
• You will be managing associated working relationships with business lines as per regulatory requirements.
• You’re already well-seasoned for delivering audit analysis, standard reporting and operational support to the teams.
• You’re coming to the table fully knowledgeable about the financial industry landscape and current market trends, and, here at bank, you’d be putting that insight into action.
• Act as a specialized resource on audits to provide subject matter expertise for planning, risk assessment and execution of audits and related processes with a high degree of complexity
• Play a key role in developing and implementing programs to contribute to the strategic direction of the audit Plan and lead audit activities that require alignment across multiple areas and execute follow-ups of findings arising from internal audits and regulatory reviews as per the standards
• Lead the ongoing audit communications and the reporting process with the client, senior management and external auditors
• Guide the team and participate in identification, design, testing and implementation of a wide range of complex audit initiatives
• Identify and resolve key issues by providing guidance for complex situations and report non-standard issues to the appropriate levels and shareholders where required
• Keep current on emerging trends and evolving regulatory requirements to find opportunities, and recommend improvement areas to senior management to increase the efficiency and effectiveness of the team
• Build positive, diverse and open work environment by continually improving the efficiency, sharing deep knowledge and skills, and encouraging the team to deliver results

MUST HAVE:

• Operational auditing
• High level of organization
• Good communication skills, sometimes delivering bad news, need to be okay- have to have difficult conversation
• Comfortable dealing with people at executive level.
• Strong negotiation and coaching skills
• 6) Proficient MS office

NICE TO HAVE:

• Internal Auditing at the Big 5 bank
• ACL software experience
• Wealth knowledge

DISQUALIFIERS – is there any information/experience on a candidate’s resume that would disqualify them from consideration for this position?

• Financial auditing/ tax accounting – not what the manager is looking for.