Analyst, Personal Independence

Job Type : Permanent

Reference code : 127107

Primary Location : Montreal, Quebec, Canada

All Available Locations : Montreal, QC; Brossard, QC; Burlington, ON; Fredericton, NB; Halifax, NS; Kitchener, ON; Laval, QC;

Moncton, NB; Ottawa, ON; Quebec City, QC; Saint John, NB; St. John's, NL; Toronto, ON

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.

If you are customer service driven with an attention to detail this is the role for you!

What will your typical day look like?

Due to the nature of the role having interactions with National & Global clients, bilingualism in French and English is required for this position.

As an analyst, your responsibilities will include :

• 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

You are someone who :

• 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

Total Rewards

The salary range for this position is $47,000 - $78,000, and individuals may be eligible to participate in our bonus program.

Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels.

Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.

Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth.

Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization.

Some representative examples include : $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.

Our shared values

While our Purpose guides us and helps explain why we exist, our shared values describe the behaviour we expect from each other at the firm.

They provide common ground to unite us across cultures and geographies. They help us to earn the trust and respect of our stakeholders.

We all commit to living by these shared values, to stay true to the principles they represent, and to honour the legacy from which they came.

They are what sets us apart and makes us Deloitte.

Every day, we live our Purpose through the following five shared values :

• Lead the way : Deloitte is not only leading the profession, but reinventing it for the future. We're also committed to creating opportunity and leading the way to a more sustainable world.
• Serve with integrity : Deloitte has earned the trust of employees, clients, regulators, and the public for 175 years. Upholding that trust is our single most important responsibility.
• Take care of each other : We look out for one another and prioritize respect, fairness, development, and well-being.
• Foster inclusion : We are at our best when we foster an inclusive culture and embrace diversity in all forms. We know this attracts top talent, enables innovation, and helps us deliver well-rounded client solutions.
• Collaborate for measurable impact : We approach our work with a collaborative mindset, teaming across businesses, geographies, and skill sets to deliver tangible, measurable, attributable impact.

The next step is yours

Sound like The One Firm. For You?

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 [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations). We'd love to hear from you!

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.

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