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Financial Services Sales Optimization: Multinational Consultancy

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ACCES Employment
ACCES Employment
Toronto, Ontario, Canada
Sonia Garzon
Project Manager, Financial Services and Leadership Connections
(2)
3
Timeline
  • May 13, 2019
    Experience start
  • June 8, 2019
    Experience end
Experience
1 projects wanted
Dates set by experience
Preferred companies
Ontario, Canada
Any company type
Any industries

Experience scope

Categories
Accounting Leadership Organizational structure Operations Project management
Skills
sales strategy strategic thinking business communication presentation skills critical thinking
Learner goals and capabilities

Develop competitive advantages for your financial services products by working with experienced finance professionals from around the world to create solutions for business challenges. Brought to you by ACCES Employment and Humber College, this unique program supports highly skilled immigrants transition into the Canadian job market.

Learners

Learners
Any level
21 learners
Project
10 hours per learner
Learners self-assign
Individual projects
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, and/or project plan.

Project timeline
  • May 13, 2019
    Experience start
  • June 8, 2019
    Experience end

Project Examples

Requirements

Starting May, a class of finance sector professionals from across the world will spend 210 collective hours working in groups to provide unique insights and develop improvements for your financial services offerings. Participants will take a holistic approach, analyzing the topic of your choice from the perspective of multiple finance sector disciplines to generate the most beneficial and multidimensional recommendations for your organization.

Based on the mutually defined scope and specifications, each group will develop a project charter, specifications, and full project plan.

Participant Details:

  • Represent a variety of disciplines within finance including, but not limited to, AML, risk management, legislative compliance, financial analysis, 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:

  • New Products
  • Finance
  • Risk, audit, and compliance
  • Fraud
  • Customer service
  • Bank products
  • Financing and loans
  • Mergers and acquisitions
  • Equity research
  • Insurance
  • Capital markets
  • Investments

Specific examples include, but are not limited to:

  • Assessing a new product entering the marketplace to review internal risk, legislative, compliance, and business process implications, including marketing, sales, and customer experience plans.
  • Comparing different service (insurance, software, etc.) providers and curating a recommend selection for your consideration.
  • 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 instructors from Ryerson University. For more information, please visit: http://www.accesemployment.ca/financial-services-connections.

Additional company criteria

Companies must answer the following questions to submit a match request to this experience:

Provide feedback on up to 5 deliverables, and hear students' presentations in person.

Be available for a quick phone call with the organizer to initiate your relationship and confirm your scope is an appropriate fit for the experience.

Present your project to students either in person or in a detailed written briefing.

Be willing to work with up to 5 student groups; you can communicate through team communication leads, or the project coordinator.