Job Search Results for financial advisor

The AI Strategist will serve as a senior strategic advisor to executive-level stakeholders across the enterprise. This person will educate leaders on AI fundamentals, drive organizational... More understanding of AI capabilities and limitations, and shape enterprise-wide AI strategy.This role combines executive-level consulting, AI thought leadership, and business-driven prioritization. Acting as an internal representative of the enterprise, the Principle Consulting Partner translates complex AI concepts into business value and ensures the company invests in the most impactful, revenue-generating AI initiatives first.Key ResponsibilitiesExecutive Enablement & EducationDeliver clear, engaging executive-level education on AI terminology, concepts, limitations, risks, and business applications.Build foundational AI knowledge across the C-suite, VP, and Director levels.Serve as a trusted advisor to senior leaders on AI opportunities, maturity, and readiness.AI Strategy & PrioritizationAssess enterprise AI initiatives and prioritize them based on ROI, revenue acceleration, cost savings, and customer impact.Build AI investment roadmaps that align with enterprise strategy and business objectives.Identify high-value use cases and propose actionable solutions using AI, automation, and data capabilities.Cross-Functional ConsultingOperate with a consulting mindset: requirements discovery, structured problem-solving, stakeholder interviews, business case creation.Partner with engineering, data, product, and operations teams to ensure alignment between business needs and technical feasibility.Represent the enterprise's strategic interests when evaluating vendors, platforms, and external partners.Enterprise-Level LeadershipChampion responsible AI usage, governance, privacy, and security across the organization.Influence operating models, change management strategies, and AI adoption frameworks.Support evaluation of talent gaps and resourcing models needed to scale AI capabilities.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Our client, a leading financial institution, is seeking a Prompt Engineer for a 6-month contract (with potential extension) to support the development of GenAI applications within their Advice Center... More platform. This hybrid role is based in downtown Toronto. The successful candidate will work closely with Large Language Models (LLMs) such as ChatGPT and LLMA to craft, test, and refine prompts that help advisors summarize and interpret client interactions and work purposes. This role is ideal for someone with a strong technical background and a passion for AI-driven innovation in client service environments.Day-to-Day Responsibilities? Design and develop clear, effective prompts for LLMs to support advisor workflows.? Validate prompt outputs for accuracy, relevance, and consistency.? Continuously refine and optimize prompts based on feedback and performance.? Collaborate with cross-functional teams to integrate GenAI solutions into the Advice Center.? Explore opportunities to automate prompt validation and accuracy checks.Stay current with advancements in GenAI tools and methodologies.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Senior Director of Tax serves as the Company?s lead tax expert and advisor overseeing income tax, sales and use tax and escheatment functions including emerging issues, research, compliance and... More audits. As a private equity portfolio company, the Senior Director of Tax will need to manage the tax function and the necessary internal processes/controls, assist with Company initiatives, and implement the Company?s tax strategies. He or she will maintain GAAP accounting / SOX compliance and is responsible for the proper financial statement presentation. The Senior Director of Tax will need to work closely with internal business partners, owners and must work effectively with external tax partners. The position requires excellent technical skills in both tax and accounting. The candidate must be able to communicate technical tax concepts to senior management and possess strong organizational skills to properly lead the tax function.Principal Duties and Responsibilities:?Oversee income tax compliance, including but not limited to preparing estimate calculations, data gathering and analysis, reviewing federal and state partnership income tax calculations, Schedule K-1s, Schedule K-3s and returns, calculation of tax distributions to the owners and initiating/mailing estimate and extension payments.?Prepare/model the financial effects of the LLCA waterfall to the partners.?Preparation of certain gross receipts calculations and filings.?Oversee sales tax compliance, including but not limited to reviewing and approving monthly sales tax returns and payments, SKU classification review, assisting with audits, and customer sales tax inquiries.?Data gathering, reconciling, analysis and reporting of unclaimed/escheatment property.?Key contact for the tax impact of the Company?s operational initiatives (e.g., new point of sale, marketplace sales, etc.).?Gather and review tax documentation for routine bank audits.?Preparing and oversight over the department?s budget.?Manage the department?s costs, including negotiating external service provider?s fees, coding/approving invoices and department cost accruals.?Mentoring the sales tax manager and income tax manager.?Establish and maintain processes and ensure compliance is timely, accurate and adequately documented for audits. ?Partner with internal accounting team to assist with separate company financials, recording and reconciling cash tax distributions, composite and withholding tax payments.?Partner with internal treasury/finance department to ensure tax payments are incorporated within the Company?s cash forecast.?Partner with internal legal department regarding any legal documentation that is needed by the tax function.?Manage relationships with external tax and service advisors.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Seeking a Documentation Specialist to join our leading Commercial Banking team. Support our corporate card implementation and Card Sales Teams by coordinating the submission and return of legal... More agreements, KYC & AML artifacts required to onboard corp card clientsAct as a trusted advisor to both clients and internal partners sales/relationship managers/VendorResponsible for providing standard legal agreements or work with appropriate internal praters to have negotiated agreements drafted.Instruct clients on needed KYC and AML artifacts required to facilitate the documentation review and approval process.Communicate and follow-up with clients and internal partners to ensure necessary legal docs and pre-requisite are met to advance the onboarding process Respond to clients? and internal partners? inquiries related to legal agreements, AML & KYC related questionsUtilize email, phone , conference call settings to communicate with clients and internal partnersEnsure all agreements, AML & KYC documents are accurate, execute correctly by client and archived in system of recordsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking an Executive Sales Manager to lead enterprise SaaS and technology sales initiatives for a growing organization focused on expanding its market footprint across multiple... More industries. This individual will own the full sales lifecycle, drive ARR growth, and partner closely with internal teams to deliver complex, value-driven solutions. The role requires strong executive presence, deep experience selling enterprise SaaS platforms, and the ability to navigate sophisticated, multi-stakeholder sales environments. This is a highly autonomous, travel-heavy role ideal for a senior sales leader who thrives in building and scaling strategic customer relationships.Day-to-Day:? Drive ARR growth through new customer acquisition, renewals, and account expansion? Lead enterprise-level SaaS and technology solution sales initiatives? Manage long, complex, multi-stakeholder sales cycles? Act as a trusted advisor to executive stakeholders across customer organizations? Conduct solution demos, pricing discussions, proposals, and contract negotiations? Build relationships across enterprise customers in multiple industries? Partner cross-functionally with: ? Marketing? Product and Implementation? Customer Success? Represent: ? Industry conferences? Executive forums and webinars? Stay current on: ? SaaS market trends? Competitive landscape? Customer technology prioritiesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is leveraging Generative AI and Machine Learning to automate workflows and deliver high-impact outcomes for Capital Markets front-office and business teams. Use cases are driven by... More business stakeholders and may span decision support, workflow automation, document intelligence, data augmentation, advisor or trader tooling, and other opportunities where AI can reduce friction, improve speed, or enhance decision-making. the successful candidate will be on site in Montreal, Toronto or Vancouver 2 days on site knowing it may be 4 later in 2026.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a Lead Business Systems Analyst to support one of the leading banks, focused on advanced contact centre transformation initiatives. This individual will act as a senior SME... More and strategic contributor, driving the design, integration, and optimization of CCaaS (Contact Centre as a Service) solutions, including AIVA, Agentic AI, chat, and CRM platforms.This role is highly cross-functional and requires end-to-end ownership across solutioning, integration strategy, and delivery, partnering closely with business, architecture, and engineering teams.Key Responsibilities include the following:Strategic Requirements LeadershipLead engagement with business stakeholders to define, challenge, and refine requirements across contact centre operations and digital channels. Drive alignment between business needs and scalable technical solutions.Solution Design OwnershipPartner with architects and engineering teams to shape and influence solution design across CCaaS platforms (Genesys, Amazon Connect, NICE, etc.), AI-driven assistants, chat, and CRM integrations. Ensure alignment with enterprise architecture and long-term roadmap.End-to-End Data & Integration LeadershipOwn the definition, documentation, and governance of data flows, API integrations, and system interactions across complex contact centre ecosystems. Ensure data integrity, security, and scalability across platforms.Delivery Leadership in Agile EnvironmentAct as a lead BSA within Agile pods, driving backlog prioritization, facilitating design sessions, and ensuring successful delivery through build, integration, and deployment phases. Remove blockers and guide teams toward solution outcomes.SME Guidance & Stakeholder InfluenceServe as a trusted advisor and escalation point for contact centre technology decisions, influencing stakeholders across product, engineering, and business teams.Mentorship & Team LeadershipMentor junior BSAs and team members, establish best practices, and elevate overall capability in contact centre analysis, data mapping, and solution delivery.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a Head of Human Resources for an investment company in Downtown Toronto. This role is hybrid, four days on-site. They will be leading the HR function and supporting a... More team of over 100 dedicated professionals. The ideal candidate will be a hands-on leader responsible for developing, implementing, and managing all HR strategies, policies, and programs that align with business objectives and foster a culture of high performance and engagement. As Head of HR they will have a full-time HR professional reporting to them.Key Responsibilities- Develop and execute a comprehensive HR strategy that supports the firm's growth and business goals.- Lead all aspects of the talent acquisition process, from sourcing and interviewing to hiring and onboarding, ensuring they attract top-tier talent in the competitive asset management industry, including:- Develop and manage the summer intern / coop student hiring process- Develop and promote an on-campus recruiting process for new grads- Work closely with talent acquisition firms to fill roles requiring relevant experience- Design and administer a competitive total rewards strategy, including salary benchmarking, bonus structures, and benefits programs tailored to the industry.- Oversee all employee relations matters, providing guidance and resolution on performance management, disciplinary actions, and conflict resolution.- Manage and refine the firm's performance management system to encourage professional development and drive results.- Champion a positive and inclusive workplace culture, launching initiatives that enhance employee engagement, morale, and retention.- Ensure full compliance with all Ontario and Canadian employment legislation, keeping abreast of changes and updating policies as required.- Serve as a trusted advisor to the senior leadership team on all human capital matters.We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Job Description:This role focuses on selling service agreements for building automation systems in large facilities like hospitals, universities, and industrial sites. The sales team works closely... More with operations to ensure these systems are properly maintained and running efficiently. You?ll build relationships with customers and help them improve their building performance, safety, and reliability using Siemens technology and services.Job Duties:? Hit sales targets by selling service agreements, projects, and digital/energy solutions? Build and manage a pipeline of opportunities and accurately forecast sales? Understand the market, competitors, and customer needs to identify new opportunities? Create account plans focused on growing business in key industries and markets? Find new customers and expand into new markets with clear go-to-market strategies? Act as a trusted advisor by understanding customer challenges and recommending solutions? Network and build relationships through industry events and organizations? Help customers plan budgets and make smart investment decisions? Position Siemens as a top provider of smart building and digital services? Work closely with internal teams (operations, finance, legal, estimators) to close deals? Prepare proposals, pricing, and bid packages for customers? Partner with other sales teams to grow accounts and win new work? Stay up to date on industry trends, products, and services? Spend about 50% of time meeting with customers onsite? Spend 1?2 days a week in the office collaborating with the team? Travel occasionally (~10%) for training and business developmentWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a SR PM to support North America Retail Payments at a tier 1 FI.*** Looking for a Senior PM who has experience with any credit cards initiatives, from planning to... More deployment Leads assigned projects from project initiation to implementation to achieve desired business results. Ensures that a successful business outcome is the prime measure of project success including delivering projects on time, within budget, within quality standards and to the satisfaction of the project sponsor. Drives to mitigate execution risk to achieve the desired business outcomes. Understands the business/group and facilitates communication with other program/project managers and stakeholders efficiently and effectively. Directs, manages, and coordinates team members including other project managers, business and technology resources, user groups, internal and external consultants and contractors, as well as vendors and external regulatory organizations.RESPONSIBILITIES:? Provides guidance to the project sponsor on the implementation and sustainment of projects, resulting in successful project outcomes.? Manages all aspects of the project lifecycle, including business, operational and technology deliverables. Ensures all project processes are completed.? Ensures change management plans are developed, socialized and consistently measured to deliver the expected project benefits and adoption.? Executes project requirements in governance frameworks focused on risk appetite, regulatory and compliance standards.? Develops all related project management artifacts, while complying with applicable enterprise standards? Monitors and controls project deliverables. Makes recommendations and adjustments to the overall project plan to achieve deliverables,? Provides project sponsor with advice on the viability of the business case (costs, benefits, KPIs, etc.) throughout the project.? Understands project interdependencies and demonstrates critical thinking that proactively identifies project risks and establishes effective risk mitigation from the outset.? Demonstrates stakeholder partnership that involves effective communicating with the project sponsor; gains and builds trust and rapport.? Demonstrates ownership and commitment by holding themselves accountable for the identification and resolution of project problems.? Leads and/or represents the project in project team meetings, governance forums and inter-department forums.? Adheres to Bank risk, regulatory and compliance controls.? Acts as a trusted advisor to assigned business/group.? Influences and negotiates to achieve business objectives? Assists in the development of strategic plans.? Identifies emerging issues and trends to inform decision-making? Provides strategic input into business decisions as a trusted advisor.? May network with industry contacts to gain competitive insights and best practices.? Helps determine business priorities and best sequence for execution of business/group strategy.? Conducts independent analysis and assessment to resolve strategic issues.? Acts as the prime subject matter expert for internal/external stakeholders? Manages/validates financial forecasts and conducts ongoing reconciliation.? Breaks down strategic problems, and analyses data and information to provide insights and recommendations.? Monitors and tracks performance, and addresses any issues.? Designs and produces regular and ad-hoc reports, and dashboards? Socializes change management plans with stakeholders and consistently measures project effectiveness and adoption.? Directs projects often within one business group involving multiple internal and external stakeholders? Exercises direct accountability for projects with up to 25 team members.? Negotiates contracts with external vendors (in consultation with Strategic Sourcing) to ensure receipt of specific resources and materials.? Manages overall project budget.? Directs complex initiatives typically involving multiple business units.? Exercises direct accountability for projects with up to 50 team members? Negotiates complex contracts with external vendors (in consultation with Strategic Sourcing) to ensure receipt of specific resources and materials? Takes ownership of the project from cradle to grave and ensures all project artifacts are completed.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less