Address
Form of workJob Type: Permanent
Reference code: 125433
Primary Location: Montreal, QC
All Available Locations: Montreal, QC
Our Purpose
At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization.
By living our Purpose, we will make an impact that matters.
- Have many careers in one Firm.
- Partner with clients to solve their most complex problems
- Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
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Do you have an interest in Risk Management? Apply Below!
What will your typical day look like?
• Key resource for partners, their spouses and brokers/advisors on Independence related matters
• Interpretation of Independence policy and GIMS reporting requirements
• In-person and phone consultations for new Partner onboarding
• Interpretation of BDIP policy and individual enrolment obligations and follow up
• GIMS account maintenance, assistance with self-clear and system notifications; identification of required compliance actions
• Account review and reconciliation to ensure accuracy and completeness; proactive identification of potential independence concerns
• Preclearance of investments for permissibly based on ruleset and location
• GIMS Audit preparation assistance for Partners, including responding to queries and assisting with audit submission
• Ongoing education and support of partners via desk-side visits or telephone calls
• Key resource for the broader Independence teams (GIMS Audit and BDIP)
• Timely response to queries received via outlook and ServiceNow
• Appropriate & thorough record retention of actions and supporting documentation
• Research of non-standard securities providing operational support to GIMS update process and related monitoring activities
• Routine and special projects related to GIMS system and/or Independence Group
About the team
As an Analyst in our Quality & Risk Management team, a part of Deloitte’s National Office, you will play a pivotal role in assisting the firm with ensuring the financial independence of all of our people across Canada. This role will give you an opportunity to gain knowledge regarding certain Canadian and International Regulatory Rules and Deloitte policies with which Deloitte and all of our people must be in compliance. You will be a part of a team responsible for assessing compliance with the Regulatory Rules and Firm Independence Policies.
Enough about us, let’s talk about you
• Proven attention to detail and accuracy, including the ability to follow required processes and apply analytical skills
• Bilingual (Eng/Fren)
• Strong organization and process management skills with ability to prioritize work demands
• Commitment to professional and client service excellence with demonstrated ability to work with others effectively in a team environment
• Understanding of personal financial investment options in the Canadian marketplace
*Due to the nature of the role having interactions with National & Global clients, bilingualism in French and English is required for this position.
Our promise to our people: Deloitte is where potential comes to life.
Be yourself, and more.
We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.
You shape how we make impact.
Diverse perspectives and life experiences make us better. Whoever you are and wherever you’re from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be.
Be the leader you want to be
Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.
Have as many careers as you want.
We are uniquely able to offer you new challenges and roles – and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships – between leaders and their people, the firm and its people, peers, and within in our communities.
The next step is yours
At Deloitte, we are all about doing business inclusively – that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan, Reconciliation Action Plan and the BlackNorth Initiative.
We encourage you to connect with us at accessiblecareers@deloitte.ca if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or indigenouscareers@deloitte.ca for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis).
By applying to this job you will be assessed against the Deloitte Global Talent Standards. We’ve designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally.
Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.
