3 Emplois pour Financial services - Montréal
Collateral Management Associate - Middle Office
Montréal, Quebec
Groupe Crédit Agricole
Emploi consulté
Description De L'emploi
Description du poste The primary purpose of this position is to provide direct support to the booking and settlement of collaterals by being versed in the systems that support these operations. These systems include GV Collat/COMET/DRACCAR, as well as front office systems (Orchestrade, Murex FCO, Helix, etc). Reconciliations of portfolios have to be done in case of discrepancies with the counterparty and MTM reporting need to be sent.Main tasks of the team:1) Margin call management Margin call notification, confirmation and booking (in GVC) for Repos and OTC derivatives(in Comet) (NY time zone) Reconcile portfolios (Repo & Securities Lending) when discrepancies on margin call Coordination of booking and payments/settlement with MOs and BOs. Follow unsettled collateral flows Investigate on accounting discrepancies2) Control and reconciliations Controls on margin calls: notices exchanged, amounts booked in GVC/Comet, stock reconciliation on repos margins Follow up in TriOptima or manual reconciliations for collateralized and non collateralized counterparties (EMIR) OTC derivatives- Investigation on significant MtM variations, with escalation process if needed Set up (creation or modification) of contracts in GVC/Draccar depending on agreement terms for repos and derivatives Daily Reportings on discrepancies and disputes3) MtM Client Producing MTM Client reporting and reports for NY time zone counterparties (daily, weekly or monthly reports) Follow up of DFA daily marks (check, new reports) Management of audit requests4) Projects, process and procedures Participate to projects development with Paris (including UAT) Maintain, improve, develop activity Formalizing processes and documenting procedures6) TransverseActivity reporting (internal KPI, KRI - and external - to regulatory authorities/Market surveys)Contribution to ePCC, Incident reporting processesBusiness development: provide input/analysis in the NAP, participate in UAT (system upgrades, new products). Management and Reporting:Reports to the Head of Collateral TeamKey Internal ContactsLegal Department, Back/MO Office, Front Office, MaM, Risks, IT Teams.Key External ContactsClients' collateral departments (Banks, Hedge Funds, Insurances, Corporates)
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Estate Planning Associate (Financial Security Advisor)
Montréal, Quebec
RBC
Aujourd'hui
Emploi consulté
Description De L'emploi
Job DescriptionWhat is the opportunity?RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic insurance solutions that complement the wealth management needs of high-net-worth clients. As an Estate Planning Associate, the main focus of your role is to provide impeccable client service and to take care of administrative duties related to the management of in-force business. You will be a people person who loves social interactions and building relationships. You will participate in growing the business by providing a superior client experience, being proactive about follow-ups, and providing efficient and seamless administrative support.What will you do?Service the in-force block of businessFollow up with clients, carriers, etc.Run illustrations for life insurance products and conceptsPrepare documents and files for client meetingsDevelop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure the business is handled efficientlyProvide impeccable service to our clientsWhat do you need to succeed?Must-haveProfessional work experience in an insurance agency or equivalent role within the industryRepresentative's certificate in insurance of persons issued by the Autorité des marchés financiers (AMF)Knowledge of Life and Living Benefits insurance productsBilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needsExcellent client service skillsExperience with meeting tight deadlines and setting priorities; ability to work independentlyAdvanced proficiency in Microsoft 365 apps, especially ExcelNice-to-havePost-secondary degreeExperience with high-net-worth clientsWhat’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensationAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workJob SkillsAdditional Job DetailsAddress:2000 AV MCGILL COLLEGE, APP 1950:MONTRÉALCity:MontréalCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2025-06-17Application Deadline:2025-09-22Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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