Financial Services Consultancy
Main contact

Timeline
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August 5, 2018Experience start
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August 7, 2018Milestone #1
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August 20, 2018Milestone #2
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August 31, 2018Milestone #3
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August 31, 2018Experience end
Timeline
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August 5, 2018Experience start
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August 7, 2018Milestone #1
Project Scope Meeting - Meeting between participants and organization to confirm: project scope, communication styles, and important dates.
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August 20, 2018Milestone #2
Midway Check-In - Meeting between participants and organization to ensure that progress is on track halfway through completion.
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August 31, 2018Milestone #3
Final Completion Date - Project presentation and report delivery.
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August 31, 2018Experience end
Experience scope
Categories
Skills
strategic thinking business communication critical thinking presentation skills strategic financeWork with experienced professionals from around the world to develop solutions to your finance sector problems. This class is brought to you by ACCES Employment and Ryerson University through a unique program that supports highly skilled immigrants’ transitions into the Canadian job market.
Learners
Phase 1 – Project Plan: Students will meet with organization representative(s) to devise the project scope and prepare a detailed plan for completion of the project.
Phase 2 – Project Execution: Students will work on deliverables outlined in the project plan. Teams will periodically communicate with organization representative(s) as needed to complete project tasks.
Phase 3 - Outcome: The final deliverables will be agreed upon in Phase 1 and will vary by project. Generally, your organization will receive a report, live presentation, or project plan.
Project timeline
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August 5, 2018Experience start
-
August 7, 2018Milestone #1
-
August 20, 2018Milestone #2
-
August 31, 2018Milestone #3
-
August 31, 2018Experience end
Timeline
-
August 5, 2018Experience start
-
August 7, 2018Milestone #1
Project Scope Meeting - Meeting between participants and organization to confirm: project scope, communication styles, and important dates.
-
August 20, 2018Milestone #2
Midway Check-In - Meeting between participants and organization to ensure that progress is on track halfway through completion.
-
August 31, 2018Milestone #3
Final Completion Date - Project presentation and report delivery.
-
August 31, 2018Experience end
Project examples
Requirements
Starting this August, a group of finance sector professionals will spend 50 collective hours providing unique insights and developing solutions to your financial services challenge.
Based on the mutually-defined scope and specifications, the class of finance professionals will develop a project charter, specifications, and full project plan.
Class participants:
- Represent a variety of disciplines within finance including, but not limited to, AML, Compliance, Project Management, and Commercial Banking.
- Have at least five years of experience in financial services.
- Are highly trained and educated, with over 80% having completed a Master’s Degree.
- Recent graduates have been hired by RBC, TD Bank, Questrade, and Rogers in positions such as Business Analyst, SME Account Manager, AML Analyst, and Senior Data Analyst.
Sample projects topics include, but are not limited to:
- Finance
- Risk, Audit and Compliance
- Fraud
- Customer Service
- Bank Products
- Financing and Loans
- Mergers and Acquisition
- Equity Research
- Insurance
- Capital Markets
- Investments
Specific examples include, but are not limited to:
- Comparing different insurance providers and curating a recommend selection for your consideration.
- Reviewing the allocations of an investment portfolio.
- Analyzing your customer invoicing processes and providing recommendations for improvement.
ACCES Employment is a non-profit organization that helps internationally-educated finance professionals launch their careers in Canada, under the guidance of an instructor from Ryerson University. For more information, please check out: http://www.accesemployment.ca/financial-services-connections.
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Main contact

Timeline
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August 5, 2018Experience start
-
August 7, 2018Milestone #1
-
August 20, 2018Milestone #2
-
August 31, 2018Milestone #3
-
August 31, 2018Experience end
Timeline
-
August 5, 2018Experience start
-
August 7, 2018Milestone #1
Project Scope Meeting - Meeting between participants and organization to confirm: project scope, communication styles, and important dates.
-
August 20, 2018Milestone #2
Midway Check-In - Meeting between participants and organization to ensure that progress is on track halfway through completion.
-
August 31, 2018Milestone #3
Final Completion Date - Project presentation and report delivery.
-
August 31, 2018Experience end