Financial Services Consultancy

2018-2021
Closed
Main contact
ACCES Employment
Toronto, Ontario, Canada
Project Manager
3
Timeline
  • August 5, 2018
    Experience start
  • August 7, 2018
    Milestone #1
  • August 20, 2018
    Milestone #2
  • August 31, 2018
    Milestone #3
  • August 31, 2018
    Experience end
Experience
1 projects wanted
Dates set by experience
Preferred companies
Ontario, Canada
Any company type
Banking & finance

Experience scope

Categories
Skills
strategic thinking business communication critical thinking presentation skills strategic finance
Learner goals and capabilities

Work 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

Learners
Any level
21 learners
Project
10 hours per learner
Learners self-assign
Teams of 5
Expected outcomes and deliverables

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
  • August 5, 2018
    Experience start
  • August 7, 2018
    Milestone #1
  • August 20, 2018
    Milestone #2
  • August 31, 2018
    Milestone #3
  • August 31, 2018
    Experience 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:

  • Q1 - Checkbox
  • Q2 - Checkbox
  • Q3 - Checkbox
  • Q4 - Checkbox