The Client A reputed global banking client is looking for an Associate Director - Corporate Banking Real Estate for their office in Toronto.
What you will achieve in this role Underwrite large, complex commercial real estate deals. Portfolio management. Client due diligence, KYC/AML reviews. Manage client requests, internal stakeholders and credit department application preparations. Deal Structuring - coordinate and review deal terms.
What you must bring to this role 8+ years experience in commercial real estate financing in Canada. Proven track record of underwriting large deals of high complexity. Proficient in Excel modeling, cash flow, Argus. Proficient in org. chart review and how real estate deals are structured. Expertise in conducting detailed appraisal reviews. Proactive, disciplined and well organized. Task oriented with the ability to work with minimal supervision.
Only those who are qualified will be contacted
Job Title: Officer, Compliance - Institutional
Location: Toronto, ON or Calgary, AB
Contract - 18 Months
The Client: Our client is a well-established, investment firm in Canada. The firm is dedicated to delivering long-term financial success for its clients and is known for its collaborative, high-performance culture. They are seeking a Compliance Officer to join their team, focusing on compliance oversight for business development, onboarding, and institutional client management.
What you will achieve in this role: Ensure regulatory compliance across institutional business development, client onboarding, and ongoing client relationship management. Review and approve marketing materials, prospecting documents, and client proposals to ensure alignment with regulatory requirements. Oversee trade supervision and compliance monitoring using tools such as SimCorp Dimension and other internal systems. Maintain and update institutional client investment restrictions, ensuring compliance with internal policies and regulatory guidelines. Support regulatory reporting obligations, including U.S. filings such as Form ADV and Form PF. Conduct periodic testing and audits to assess adherence to internal policies, regulatory frameworks, and industry best practices. Monitor electronic communications and escalate any compliance concerns. Continuously update policies and procedures to align with evolving regulatory requirements. Provide training and compliance guidance to internal teams, ensuring best practices are upheld across institutional operations. Collaborate with legal and risk management teams to enhance firm-wide compliance initiatives.
What you must bring to this role: Must have prior experience in institutional compliance within investment management or asset management. Minimum 5 years of experience in a compliance function within institutional asset management, investment management, or a similar regulated financial environment. Solid understanding of Canadian and U.S. securities regulations applicable to investment managers and institutional clients. Proficiency in compliance monitoring tools such as SimCorp Dimension or Charles River would be an asset. Strong analytical skills and attention to detail, particularly in reviewing documentation and monitoring trade activity. Ability to interpret and implement new regulatory requirements within business processes. Excellent communication and interpersonal skills, with the ability to provide compliance guidance to internal teams. Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. A university degree in finance, economics, business, or a related field; CFA designation or progress toward it would be an asset.
Note: Salary will be determined based on relevant experience and skills.
Only those who are qualified will be contacted.
The Client: The client is a leading Canadian Life Insurance Company that operates in the life insurance and financial services sector. They offer a range of insurance products, including life insurance, critical illness insurance, and disability insurance.
What you will achieve in this role: Accurately evaluate risk for individual life and critical illness policies. Mentor and guide junior underwriters to ensure timely and appropriate coverage decisions. Provide sound risk decisions and support the Sales & Marketing and Retail Business line teams. Lead assigned projects and actively participate as a team member.
What you must bring to this role: 4+ years of experience in individual underwriting, with authority limits of 1 million plus. Proficiency in word processing, spreadsheet, email, internet, and database computer software for effectively utilizing technology in the underwriting process. Knowledge of medical and financial terminology. FLMI and FALU are assets. Strong analytical and problem-solving skills. Well-developed organizational skills to efficiently manage tasks and responsibilities.
Only those who are qualified will be contacted.
Senior Accountant, Financial Reporting Location: Toronto, Hybrid (3 days in-office) Salary Range: $80,000 - $100,000
About the Role We are seeking a highly skilled and detail-oriented Senior Accountant, Financial Reporting . This role is ideal for an experienced CPA who possesses strong knowledge of IFRS and GAAP, expert-level Excel skills, and a growth-oriented mindset. The ideal candidate will bring a collaborative approach and a commitment to excellence in financial reporting and analysis. Key Responsibilities: Prepare and analyze financial statements in accordance with IFRS and GAAP. Oversee month-end, quarter-end, and year-end financial close processes. Assist in preparing financial reports for internal and external stakeholders. Ensure compliance with accounting standards, policies, and regulatory requirements. Support external audits by providing necessary documentation and explanations. Analyze financial data and provide insights to support strategic decision-making. Utilize Oracle and other financial software to enhance reporting efficiency. Collaborate with cross-functional teams to optimize accounting processes and systems. Manage full-cycle accounting functions, including general ledger reconciliations, journal entries, accruals, and variance analysis. Prepare and review financial reporting packages , consolidations, and disclosures. Monitor and improve internal controls and accounting procedures to ensure accuracy and compliance. Mentor and guide junior team members, fostering a culture of continuous learning.
Qualifications & Skills: CPA designation required. Minimum 5 years of post-CPA accounting experience. Strong technical knowledge of IFRS and GAAP . Expert-level Excel skills, including advanced formulas, pivot tables, and data analysis. Experience in a Big 4 accounting firm or a financial institution is preferred. Proficiency in Oracle or similar ERP systems. Strong, articulate communication skills with the ability to present financial information clearly. Proven ability to work collaboratively as part of a team. Growth mindset with a passion for professional development and process improvement.
Job Title: System Migration Project Manager Location: Toronto, ON (In-office, 5 days a week) Hourly Rate: $65-75/hour Contract Term: 8 months
About the Role We are seeking an experienced System Migration Project Manager to lead the successful implementation of Microsoft Dynamics 365 Finance & Operations (D365 F&O) . The ideal candidate will have a proven track record of managing large-scale system migrations, working closely with stakeholders at all organizational levels, and coordinating with vendors and implementation partners.
Key Responsibilities Lead and oversee the full lifecycle of the D365 F&O migration project , ensuring successful execution within scope, budget, and timeline. Collaborate with internal stakeholders to define project requirements, timelines, and deliverables. Act as the primary liaison between the organization and external vendors/implementation partners. Apply Agile project management methodologies to ensure seamless coordination across teams. Identify project risks, develop mitigation strategies, and proactively address challenges. Facilitate communication between technical teams, finance departments, and executive leadership. Ensure compliance with best practices, data integrity, and system optimization post-migration. Provide end-user support and training to ensure a smooth transition.
Qualifications & Experience 5+ years of experience managing system migration projects, preferably within finance and ERP implementations. Expert-level proficiency in Microsoft Dynamics 365 Finance & Operations (D365 F&O) . PMP or PRINCE2 certification is required. Strong understanding of Agile project management methodologies . Excellent communication skills, with the ability to manage stakeholders at all levels. Experience working in cross-functional teams and engaging with external vendors and partners. Strong analytical and problem-solving skills to ensure a seamless migration process.
Financial or Banking experience
Must have • In-depth proven experience with complex SQL data manipulation • Proven Java experience • Working knowledge of data warehouse • XML, XLSX, JSON, CSV and other data source experience Nice to have • - Powershell experience • - Sailpoint experience with bean shell knowledge
Responsibilities:
• Develop automated data pipelines and data stores from multiple systems including designing, implementing, testing, debugging, and deploying. • Develop complex SQL queries, stored procedures, and scripts for data manipulation and retrieval. • Build metadata-driven solutions that are reusable and highly configurable. • Optimize data warehouse performance through effective data modeling, partitioning, and indexing strategies. • Spearhead the design and implementation of ETL processes. • Collaborate with various system owner to understand data requirements and deliver precise reporting and analytical solutions. • Ensure data integrity and security within the data environment, complying with industry regulations and standards. • Work on an agile team to quickly iterate and release solutions. • Research and put forward new recommendations to create, automate and improve processes • Provide technical expertise and support for warehouse to internal teams, including troubleshooting and resolving issues. • Stay up to date with data features and updates, continuously improving and expanding our data warehouse capabilities. • Develop and maintain documentation for processes, systems, and procedures. • Design, develop, and support a data lake environment, ensuring efficient data storage, retrieval, and processing. • Implement data governance and data quality frameworks to ensure the accuracy and reliability of data within the environment. • Integrate warehouse with other data sources and platforms, including both cloud-based and on-premises systems.
Human Resources Generalist – Financial Services
Location: Toronto, Ontario
The Client: Our client is a well-established financial institution with a strong presence in North America. They are committed to excellence in human resources and corporate services, ensuring seamless operational efficiency and compliance with industry best practices.
What you will achieve in this role: Oversee HR operational services and continuously improve delivery activities. Manage HR data systems, platforms, and software to maintain employment information, data processing, and other operational workflows. Maintain employee filing systems and other core HR records. Participate in various HR & Corporate Services projects and initiatives. Act as vacation backup for the Corporate Services team.
Key Responsibilities:
Payroll Processing Process bi-weekly payroll in ADP WFN, ensuring adherence to payroll policies and guidelines. Communicate payroll guidelines and escalate any anomalies to maintain data integrity.
Talent Acquisition Oversee the posting of internal and external job opportunities Support business partners and recruiters in hiring top talent. Collect and verify new hire documentation, maintain employment records, and manage immigration/work permit details.
Compensation Management Assist with the year-end compensation review process, ensuring efficiency and accuracy. Prepare analytics and interface with line managers to gather proposals. Submit and analyze external market benchmarking data.
Benefits Coordination Provide policy interpretation and day-to-day administration of employee benefits. Liaise with third-party benefit providers for invoice processing and claims management.
HR Reporting & Compliance Prepare HRIS data, reports, and dashboards. Ensure database integrity, privacy, and data security. Monitor HR system workflows and contribute to testing and validation efforts.
Vendor & Contract Oversight Oversee onboarding and follow-up of HR contracts within the vendor management system.
HR Policy & Employee Relations Provide timely and professional resolution to HR policy and system inquiries. Collaborate with technology, compliance, legal, and audit teams to resolve operational challenges.
What you must bring to this role: Must have 3+ years of progressive HR experience, in financial services. Must have 2+ years of payroll processing experience, using ADP Workforce Now. Must have proficiency in HRIS platforms (SAP SuccessFactors or Kronos being an asset). Must demonstrate excellent time management, writing, and communication skills. Post-secondary education in Human Resources, with a preference for a business degree or CHRP designation. Strong understanding of Canadian employment and labor laws. Proficiency in Microsoft Office Suite, particularly Excel.
Only those who are qualified will be contacted.
Job Title: Senior Manager, Underwriting (Life & Health Insurance)
The Client: Our client is a leading financial institution with a strong presence in Canada. They are committed to providing high-quality insurance products and services, including Life & Health, Credit Protection, Travel, Home, and Auto Insurance.
What you will achieve in this role: As a Senior Manager, Underwriting (Life & Health Insurance), you will play a pivotal role in supporting underwriting operations and risk management. Evaluate risk referrals using sound underwriting judgment. Ensure service level agreements (SLAs) and client service standards are met with timely underwriting decisions. Provide guidance and mentorship to underwriting professionals to maintain high-quality and consistent decision-making. Manage case backlogs effectively and collaborate with third-party vendors. Drive best-in-class service while maintaining governance standards. Contribute to long-term strategic initiatives to enhance underwriting practices.
Key Responsibilities: Conduct risk assessments and classifications in line with company underwriting philosophy and standards. Approve cases up to $10 million. Manage underwriting processes efficiently, ensuring compliance with policies and procedures. Mentor and train underwriters at various levels, providing performance feedback and career development support. Communicate effectively with internal and external stakeholders to uphold service excellence. Strengthen partnerships across departments to ensure seamless underwriting operations. Maintain compliance with consumer laws and regulations concerning risk classification, confidentiality, and disclosures. Identify and propose solutions to procedural challenges in underwriting operations. Foster trust and transparency with clients while facilitating underwriting decision acceptance.
What you must bring to this role: Bachelor’s degree in Science, Pharmacy, Medicine, or a related field. Minimum of 10 years of underwriting experience in Life & Health insurance. FALU or AALU certification is mandatory. Proven approval authority for cases up to $10 million. LOMA Customer Service Certification required. Strong industry knowledge with excellent analytical and problem-solving skills. Ability to adapt to a dynamic underwriting environment. Lead and develop teams while fostering talent growth. Work effectively in team environments with a client-focused approach.
Only those who are qualified will be contacted.
Banking or Financial background is a MUST
Duration: 03/03/2025 to 03/02/2026 with potential to extend or convert Schedule: M-F Core Business Hours OT: Yes, as needed Work Location: Hybrid, onsite twice a week, Toronto (160 Front Street W) or London ON
MUST HAVE: Agile Coach experience Scaled Agile frameworks experience. Jira exp Technical delivery experience Excellent communication skills – executive presence Experience working on technical projects. NICE TO HAVE Banking experience Branch experience SUMMARY OF DAY-TO-DAY RESPONSIBILITIES: someone who understands how to effectively coach and train a variety of teams / stakeholders, growing and building Agile capability across the organization. You can coach key stakeholders and team members in building highly effective feature-based teams that support multiple disciplines. Here are the essential job functions of this position: Provide guidance to multiple Scrum Masters and teams on how to transition to and operate in scaled (or non-scaled) delivery environments and how to resolve complex problems, growing capability across the organization
The Client A leader in financial services is looking for a Registered Advisor - Wealth Management for their office in Edmonton.
What you will achieve in this role Proactively develop, manage and maintain client relationships. Work closely with the Senior Wealth Advisors to deliver wealth management services . Respond to client inquiries and provide timely and accurate information. Review portfolios with senior staff and prepare customized client reports. Attend client meetings and manage all workflow to completion. Work with the team to develop wealth management strategies tailored to client needs. Collaborate with external stakeholders including insurance advisors, lawyers and accountants. Ensure compliance with regulatory requirements and company policies.
What you must bring to this role RR licensed and current registration in good standing. 5+ years’ experience delivering services to high net worth and ultra-high net worth clients. LLQP, TEP or CFP would be asset. Bachelor’s degree in Finance, Economics, Business Administration or equivalent. Strong knowledge of advanced wealth management, financial planning, financial markets. Experience with various account types including TFSA, RRSP, RESP, Estate, LIRA, LIF. Experience in client-facing role would be asset. Proficiency in MS Office including Advanced Excel (pivot table, xlookup, formula, macro, etc.). Excellent interpersonal and communication skills. Strong analytical and problem-solving skills and high attention to detail. Ability to come up with innovative and creative solutions. Ability to work independently and collaboratively in a fast-paced, dynamic environment.
Only those who are qualified will be contacted.
