Financial Services Consultancy
Main contact

Timeline
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October 28, 2018Experience start
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October 30, 2018Milestone #1
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November 5, 2018Milestone #2
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November 23, 2018Milestone #3
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November 23, 2018Experience end
Timeline
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October 28, 2018Experience start
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October 30, 2018Milestone #1
Project Scope Meeting - Meeting between participants and organization to confirm: project scope, communication styles, and important dates.
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November 5, 2018Milestone #2
Midway Check-In - Meeting between participants and organization to ensure that progress is on track halfway through completion.
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November 23, 2018Milestone #3
Final Completion Date - Project presentation and report delivery.
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November 23, 2018Experience end
Experience scope
Categories
Skills
strategic thinking business communication presentation skills critical thinking communicationExperienced finance professionals from around the globe will work to develop solutions to your finance sector challenges. Brought to you by ACCES Employment and Ryerson University, this class is a unique program, which supports highly-skilled international professionals as they transition 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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October 28, 2018Experience start
-
October 30, 2018Milestone #1
-
November 5, 2018Milestone #2
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November 23, 2018Milestone #3
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November 23, 2018Experience end
Timeline
-
October 28, 2018Experience start
-
October 30, 2018Milestone #1
Project Scope Meeting - Meeting between participants and organization to confirm: project scope, communication styles, and important dates.
-
November 5, 2018Milestone #2
Midway Check-In - Meeting between participants and organization to ensure that progress is on track halfway through completion.
-
November 23, 2018Milestone #3
Final Completion Date - Project presentation and report delivery.
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November 23, 2018Experience end
Project examples
Requirements
Starting this October, a class of finance sector professionals will spend 50 hours per team of five 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.
Project 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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October 28, 2018Experience start
-
October 30, 2018Milestone #1
-
November 5, 2018Milestone #2
-
November 23, 2018Milestone #3
-
November 23, 2018Experience end
Timeline
-
October 28, 2018Experience start
-
October 30, 2018Milestone #1
Project Scope Meeting - Meeting between participants and organization to confirm: project scope, communication styles, and important dates.
-
November 5, 2018Milestone #2
Midway Check-In - Meeting between participants and organization to ensure that progress is on track halfway through completion.
-
November 23, 2018Milestone #3
Final Completion Date - Project presentation and report delivery.
-
November 23, 2018Experience end