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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, regulatory compliance, and accounting practices, with a strong focus on IFRS and CIRO regulations. Proven ability to lead teams, mentor staff, and implement process efficiencies in a wealth management context.
Highest-signal resume keywords
Financial ReportingRegulatory ComplianceIFRS KnowledgeProfessional Accounting Designation (CPA)Wealth Brokerage Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting CloseReconciliationsAnalyticsRegulatory FilingsAudit CoordinationProcess AutomationMinimum Regulatory Capital CalculationsFinancial Statement PreparationGovernance and ControlProcess Efficiency Implementation
Soft Skills
Excellent CommunicationRelationship ManagementAttention to DetailTeam CollaborationInnovative Thinking
Tools & Technologies
MS Office SuiteSAPSharePointTableauGenerative AI Tools
Certifications & Qualifications
CPA
Industry Keywords
Wealth ManagementFinancial ServicesCIRO Regulatory RulesRetail BrokerageStatutory Financial Statements
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Oversee and complete monthly and quarterly finance functions, including accounting close, reconciliations, reporting, and analytics
- Ensure monthly regulatory filings for SLFISI and SLCSI comply with CIRO regulatory rules
- Assist in preparing annual legal entity statutory and regulatory financial statements under IFRS and CIRO rules, including note disclosures
- Support regulatory, external, and internal audits by coordinating deliverables, preparing audit samples, and liaising with stakeholders
- Assist with and oversee quarterly subsidiary board reports
- Support regulatory compliance and reporting requirements, including minimum regulatory capital calculations
- Collaborate with business areas on financial and regulatory reporting, presentations, and analytics
- Research and lead process updates for accounting and regulatory changes and new initiatives
- Coach, mentor, and develop one direct report and one CPA student
- Establish and maintain a robust governance and control environment
- Identify and implement process efficiencies, including automation
Requirements
What you’ll need- Experience in retail Wealth brokerage and understanding of CIRO regulatory rules is an asset
- Working knowledge of IFRS
- Strong PC skills, including MS Office Suite, SAP, SharePoint, and Tableau
- Excellent communication and relationship management skills
- Self-starter with accuracy and attention to detail
- Ability to work well in a team and with minimal supervision
- Ability to organize, prioritize, and make decisions requiring innovative thinking
- Results-driven, able to take ownership of tasks, identify issues, and provide alternatives
- Curiosity and willingness to develop process enhancements using generative AI tools such as Microsoft Copilot
- Professional Accounting designation (CPA)
- 5+ years of related industry experience in Wealth and/or financial services
Benefits
Comp & perks- Access to short-term assignments or ‘Gigs’ across the organization to develop new skills and connections
- Collaborative and interactive team environment
- Charitable giving through the You Give, We Give program, with contributions matched in many cases
- Care Days for self-care or care of others
- Sick Days
- Hybrid work flexibility between office and virtual work
- Incentive plans for eligible employees, with discretionary payments subject to individual and company performance