Financial Services Assurance Manager

2 weeks ago

Waterloo, Ontario, Canada financial-advisor Full time
Job Opportunity: Assurance Manager in Financial Services

We are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.

Your Key Responsibilities:
  • Develop and maintain productive relationships with client management throughout the year.
  • Establish expectations of value to be delivered.
  • Participate in performing audit procedures, especially focusing on complex and/or specialized issues.
  • Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately addresses risk.
  • Understand the client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments.
  • Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the team.
  • Delegate work successfully. Conduct timely performance reviews and provide performance feedback/training. Lead by example.
  • Use technology to continually learn, share knowledge with team members, and enhance service delivery.
  • Maintain an educational program to continually develop skills. Maintain cooperative relationships with other engagement teams.
  • Monitor the engagement team's progress against the plan and alter it when needed. Generate new business opportunities.
  • Understand EY and its service lines and actively assess/present ways to apply knowledge and services.
  • Develop long-term relationships and networks both internally and externally.
Requirements:
  • Undergraduate degree in Accounting or related field.
  • Post-graduate diploma or degree in Accounting preferred.
  • Canadian CPA/CA designation or reciprocal CPA/CA designation recognized with the CICA mandatory.
  • Minimum 5 to 7 years of relevant experience in an accounting firm; experience with the financial services sector is mandatory.
  • Excellent project management skills.
  • Advanced written and verbal communication skills.
  • A dedication to teamwork and leadership.
  • Integrity within a professional environment.
What We Offer:

We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being.

We're committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. From our actions to combat systemic racism and our advocacy for the LGBT+ community to our innovative Neurodiversity Centre of Excellence and Accessibility initiatives, we welcome and embrace the diverse experiences, abilities, backgrounds and perspectives that make our people unique and help guide us.

At EY, we're building a better working world for our people, our clients and our communities. We're a global leader in assurance, consulting, law, strategy, tax and transactions. Our teams ask better questions to find new answers for the complex issues facing our world today.

  • Financial Planning Manager

    3 days ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning and OperationsLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning and Operations. This key position will oversee the day-to-day operations of financial planning services, ensuring seamless delivery to advisors and clients.Key...

  • Financial Planning Manager

    3 days ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning and OperationsLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning and Operations. This key position will oversee the day-to-day operations of financial planning services, ensuring seamless delivery to advisors and clients.Key...

  • Financial Planning Manager

    1 week ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning Tools and TrainingLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning Tools and Training. This key position will oversee the day-to-day operations and implement best practices to ensure seamless delivery of financial planning...

  • Financial Planning Manager

    1 week ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning Tools and TrainingLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning Tools and Training. This key position will oversee the day-to-day operations and implement best practices to ensure seamless delivery of financial planning...

  • Senior Financial Analyst

    2 weeks ago

    Waterloo, Ontario, Canada Definity Financial Corporation Full time

    Job Title: Senior Financial AnalystDefinity Financial Corporation is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our Internal Financial Controls team, you will play a critical role in ensuring the effectiveness of our internal controls and compliance activities.Key Responsibilities:Design and implement internal...

  • Senior Financial Analyst

    2 weeks ago

    Waterloo, Ontario, Canada Definity Financial Corporation Full time

    Job Title: Senior Financial AnalystDefinity Financial Corporation is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our Internal Financial Controls team, you will play a critical role in ensuring the effectiveness of our internal controls and compliance activities.Key Responsibilities:Design and implement internal...

  • Taxation Manager

    1 week ago

    Waterloo, Ontario, Canada Definity Financial Full time

    Job Description **Taxation Role at Definity Financial** The Taxation Manager is responsible for providing corporate tax compliance and tax planning services to Definity Financial Group. **Key Responsibilities:** * Provide accurate and timely compliance for income tax filings * Ensure compliance with other tax regulations * Develop and implement tax...

  • Taxation Manager

    1 week ago

    Waterloo, Ontario, Canada Definity Financial Full time

    Job Description **Taxation Role at Definity Financial** The Taxation Manager is responsible for providing corporate tax compliance and tax planning services to Definity Financial Group. **Key Responsibilities:** * Provide accurate and timely compliance for income tax filings * Ensure compliance with other tax regulations * Develop and implement tax...

  • Cloud Portfolio Manager

    1 week ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Job Title: Cloud Portfolio ManagerWe are seeking a highly skilled Cloud Portfolio Manager to join our team at Sun Life Financial. As a Cloud Portfolio Manager, you will be responsible for managing the cloud portfolio, including centralized intake, request management, and delivery management.Main Responsibilities:Manage and consolidate demand collection for...

  • Cloud Portfolio Manager

    1 week ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Job Title: Cloud Portfolio ManagerWe are seeking a highly skilled Cloud Portfolio Manager to join our team at Sun Life Financial. As a Cloud Portfolio Manager, you will be responsible for managing the cloud portfolio, including centralized intake, request management, and delivery management.Main Responsibilities:Manage and consolidate demand collection for...

  • Director of Quality Assurance

    17 hours ago

    Waterloo, Ontario, Canada Manulife Full time

    Job DescriptionThe OpportunityWe are seeking a highly skilled and experienced Director of Quality Assurance to join our Global Contact Centre team. As a key member of our leadership team, you will be responsible for developing and implementing a comprehensive quality assurance strategy that drives excellence in customer experience and process...

  • Director of Quality Assurance

    23 hours ago

    Waterloo, Ontario, Canada Manulife Full time

    Job DescriptionThe OpportunityWe are seeking a highly skilled and experienced Director of Quality Assurance to join our Global Contact Centre team. As a key member of our leadership team, you will be responsible for developing and implementing a comprehensive quality assurance strategy that drives excellence in customer experience and process...

  • Financial Analyst

    3 hours ago

    Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    Job Title: BookkeeperDykstra Financial Management Inc. is seeking a highly skilled Bookkeeper to join our team.Job Summary:We are looking for a detail-oriented and organized Bookkeeper to maintain accurate financial records, prepare financial statements, and perform various accounting tasks.Key Responsibilities:Calculate and prepare cheques for...

  • Financial Product Owner

    3 weeks ago

    Waterloo, Ontario, Canada Definity Financial Full time

    Job DescriptionAs a key member of the Claims Modernization project, this role reports to the AVP, Financial Reporting, and is responsible for delivering system solutions as designed by the project team. This role will lead the Finance systems delivery for Oracle General Ledger, ensuring seamless integration and efficient data management.Key...

  • Financial Product Owner

    3 weeks ago

    Waterloo, Ontario, Canada Definity Financial Full time

    Job DescriptionAs a key member of the Claims Modernization project, this role reports to the AVP, Financial Reporting, and is responsible for delivering system solutions as designed by the project team. This role will lead the Finance systems delivery for Oracle General Ledger, ensuring seamless integration and efficient data management.Key...

  • Chief Financial Officer

    2 weeks ago

    Waterloo, Ontario, Canada Karis Disability Services Full time

    Make a Lasting ImpactAt Karis Disability Services, we're seeking a talented Chief Financial Officer to join our team. As a key member of our leadership group, you'll play a vital role in shaping our financial strategy and driving business growth.About the RoleDevelop and implement financial plans to support our organization's mission and goals.Lead a team of...

  • Chief Financial Officer

    2 weeks ago

    Waterloo, Ontario, Canada Karis Disability Services Full time

    Make a Lasting ImpactAt Karis Disability Services, we're seeking a talented Chief Financial Officer to join our team. As a key member of our leadership group, you'll play a vital role in shaping our financial strategy and driving business growth.About the RoleDevelop and implement financial plans to support our organization's mission and goals.Lead a team of...

  • Chief Financial Officer

    2 weeks ago

    Waterloo, Ontario, Canada Karis Disability Services Full time

    Make a Lasting ImpactAt Karis Disability Services, we're seeking a talented Chief Financial Officer to join our team. As a key member of our leadership group, you'll play a vital role in shaping our financial strategy and driving business growth.About the RoleDevelop and implement financial plans to support our organization's mission and goals.Lead a team of...

  • Chief Financial Officer

    2 weeks ago

    Waterloo, Ontario, Canada Karis Disability Services Full time

    Make a Lasting ImpactAt Karis Disability Services, we're seeking a talented Chief Financial Officer to join our team. As a key member of our leadership group, you'll play a vital role in shaping our financial strategy and driving business growth.About the RoleDevelop and implement financial plans to support our organization's mission and goals.Lead a team of...

  • Director of Quality Assurance

    2 weeks ago

    Waterloo, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Quality Assurance to join our Global Contact Centre team. As a key member of our leadership team, you will be responsible for developing and implementing a quality assurance strategy that drives excellence in customer experience and business outcomes.Key ResponsibilitiesDevelop and...