Current RI Job Postings
Employer: Responsible Investment Association
Location: Downtown Toronto
Hours: 37.5 hours per week
Deadline: Applications are reviewed immediately, so please apply ASAP.
Start date: February, 2018
- Are you a financial professional who is passionate about social and environmental issues? (e.g. sustainability, women in leadership, human rights, etc)
- Do you want to work with a nonprofit organization that promotes socially and environmentally responsible investing?
- If you answered yes to these questions, then please continue reading!
ABOUT THE RESPONSIBLE INVESTMENT ASSOCIATION
The Responsible Investment Association (RIA) is Canada’s membership association for Responsible Investment (RI). Members include mutual fund companies, financial institutions, asset management firms, advisors, consultants, investment research firms, asset owners, individual investors and others interested in RI. Our members believe that the integration of environmental, social and governance (ESG) factors into the selection and management of investments can provide superior risk-adjusted returns and positive societal change.
The Responsible Investment Association (RIA) is seeking a Manager, Member Relations to grow the RIA and promote responsible investing in Canada. Reporting directly to the CEO, you will provide member services and manage relationships with current RIA members including asset management firms, financial advisors, asset owners, research firms and other participants in the responsible investment industry. You will also engage with prospective members to expand our network, while seeking opportunities to add value for RIA members and enhance member services.
In addition to growing and retaining the RIA’s membership base, you will manage other revenue-generating activities such as sponsorships, promoting training & certification, driving conference registrations, etc. As a strong communicator in both French and English, you will play an important role in our effort to grow the RIA’s presence in Québec and across Canada.
- Managing relationships with current RIA members, including asset managers, asset owners, financial advisors, research firms and other investment industry participants.
- Building relationships with prospective RIA members across Canada.
- Leading the provision of member services and actively seeking opportunities to improve member services.
- Selling memberships and sponsorships.
- Creating and managing the CRM/AMS system to optimize the RIA’s relationship management capabilities.
- Playing a management role at RIA conferences and other events.
- Some travel will be required for conferences, events and meetings.
- Public speaking at select industry events (French and English).
The following skills & experience are REQUIRED for this position:
- Minimum 3 to 6 years in a client-facing role in the investment industry, preferably with an investment industry association, investment firm, brokerage, or service provider working with institutional clients.
- Sound knowledge of the Canadian investment industry is required. Designations such as CSC, CFP, CFA, CIM, etc. are considered an asset.
- University degree in business or relevant field.
- Excellent verbal and written communication skills in both English and French.
- You are a savvy networker with proven skills in the areas of relationship management, client service, and sales/fundraising.
- Superior organizational and time-management skills. Ability to manage a large volume of emails and prioritize tasks.
- Proficient with Microsoft Word, PowerPoint, and Excel. Experience with Apple computers would be a plus.
The IDEAL candidate will also possess the following qualifications:
- In addition to general investment knowledge, the ideal candidate will also be knowledgeable about responsible investing. Designations such as RIPC, RIAC, RIS and SIPC are considered an asset.
- Experience with conferences & tradeshows would be an asset.
- Savvy with digital tools such as CRM, Google Drive, Slack, etc.
- You are an adaptable, quick learner who rises to meet the challenges of working in a small, growing organization. You are able to work effectively in a fast-paced environment in which everyone “wears multiple hats” to contribute to the success of the organization. No task is too large or too small for you.
- You are driven to succeed and strive to maintain a standard of excellence in everything you do.
- You are passionate about societal issues such as sustainable development, human rights, diversity, good corporate governance, etc.
- You are an independent self-learner. If you don’t know how to do it, you figure it out and find a way to get it done.
- You are highly professional in demeanor and presentation.
WHAT’S IN IT FOR YOU
- Competitive compensation for a nonprofit organization.
- Health and dental benefits after completing three-month probationary period.
- 6% RRSP contributions after one year of employment.
- Three weeks of paid vacation, plus the RIA office is closed between December 24th and January 1st which amounts to a total of four weeks of vacation per year.
- Be part of a small team of six investment professionals who are helping to create positive societal change in the investment industry!
HOW TO APPLY
Please send your resume and cover letter as a single PDF to CEO Dustyn Lanz [email protected] with the subject line, “Member Relations Position.” Your cover letter should be no more than one page, and the filename of your PDF should follow the format, “FirstName_LastName_Application.”
Things really are different here. A career with HSBC in Canada is truly an experience that few financial service organisations can match. Here you will find yourself inspired and supported by colleagues whose daily responsibilities cross time zones, continents and cultures. You will be motivated to aim for your highest aspirations, and enjoy the rewards of belonging to a diverse and growth-driven culture.
Canada is a priority market for HSBC. We remain focused on growing customers locally with our unique products, and we offer a full suite of solutions developed from our global connectivity and network. HSBC has the institutional strength, capacity and commitment to support our Canadian client’s requirements here and around the world. Employees who thrive at HSBC are service focused, entrepreneurial and driven. They show collaborative spirit and a quest for continuous improvement, while having the industry expertise and business acumen to deliver.
About Global Functions
HSBC’s Global Functions play a vital role in supporting the bank’s Global Businesses and offer a broad range of career opportunities in areas from Legal, Risk and Finance to Human Resources, Sustainability, Marketing and Communications. Our operational and functional teams around the world help HSBC’s Global Businesses to operate efficiently and effectively on a day-to-day basis. They also focus on controls and governance to reduce risk and protect the Group’s reputations.
At HSBC, Global Sustainability is responsible for developing and implementing sustainability strategies and policies across the Group. It focuses on:
- Managing the challenges of climate change and of social and environmental risks of projects that the bank finances
- Identifying business opportunities that have an environmental or social dimension
- Overseeing global philanthropic programmes (which focus on education and the environment)
- Managing HSBC’s global environmental footprint
At HSBC, we define Sustainable Finance as any form of financial service which integrates environmental, social and governance (ESG) criteria into business or investment decisions. Sustainable finance helps businesses transition from carbon intensive activities, as well as develop the new energy sources, technology and infrastructure needed for a cleaner future.
A day in the life of a Senior Sustainable Finance Manager include the following:
Located in Vancouver or Toronto and reporting to the Head of Corporate Sustainability in Canada, the Senior Manager, Sustainable Finance is responsible for:
- Planning and execution of HSBC’s global Sustainable Finance initiatives and strategies for Canada. Collaborates and builds relationships across internal businesses and functions to gain internal alignment and ensure understanding of the opportunities and risks associated with the transition to a low carbon economy. Supports the Canada Climate Business Council in the achievement of their objectives.
- Serving as a trusted subject matter expert and advisor to the business on Canadian climate policy, ESG disclosure (e.g., CDP, FSB Task Force), green finance and responsible investing, working closely with the Head of Corporate Sustainability and global Corporate Sustainability team to identify opportunities for low carbon revenue growth. Remain aware of and develop new strategies to respond to market developments (e.g., Green Bonds, clean technology) and position HSBC as a leader in sustainable finance and investing in Canada.
- Providing support to the businesses and risk function to manage and assess transition risk for high carbon sectors. Advisor to the business to support their engagement with clients in high carbon sectors on their transition strategies, review their approach to greenhouse gas emissions, and assess their exposure to potential stranded assets.
- Responsible for developing, implementing and administering high-impact, focused sustainable finance programs that promote community development, employee engagement and risk management, align to the objectives of the Canada Climate Business Council and have a meaningful and measurable impact on the environment and society.
- Management of external relationships with NGOs, independent experts and activist groups who seek to engage with and/or develop campaigns against HSBC’s business strategy, products or policies across a broad range of social, economic and environmental issues. Build, cultivate and maintain strong relationships with key external stakeholders, identifying and monitoring issues and campaigns, assessing and reporting reputation risk for HSBC, and developing individualized engagement plans and strategies.
- Work with the businesses, communications, marketing, public affairs and other departments to effectively communicate sustainable finance activity across key internal and external channels. Prepare executive briefings, support the delivery of staff training programs, coordinate speaking arrangements, support external communication campaigns, ensure representation at relevant industry events, and promote positive brand promotion and positioning.
- Act as deputy for the Canada Head of Corporate Sustainability, participating and presenting at internal executive and management meetings and external meetings and events as required.
- Fosters positive relationships with senior management, business and function heads to ensure sustainability is embedded within all aspects of the business.
- Fosters positive reputation in the community, interacting with non-profits, industry leaders, academics, regulators and community partners to cultivate and maintain HSBC’s reputation as a good corporate citizen.
- Sustainability Risk – works with credit risk, business lines, public affairs and communications to identify and assess sustainability risks and ensure compliance with sensitive sector policies, utilizing the experience of Group entities where applicable.
- Business Development – works with Retail Banking & Wealth Management (RBWM), Commercial Banking (CMB), and Global Banking & Markets (GB&M) to raise awareness of sustainable finance opportunities and drive revenue from this sector, utilizing the experience of Group entities where applicable.
- Implements global sustainability programs that support sustainable finance goals, staff development, training and engagement
- Works with the sustainability team to identify opportunities for alignment of sustainability and community programs and engage employees through offering community and volunteer opportunities that align to the global sustainability strategy and exemplify HSBC’s values
- Pioneers new strategies, initiatives and partnerships, internally and externally. Challenge, collaborate and influence to deliver excellence in all programs
- Promotes an environment that supports diversity and reflects the HSBC brand.
- Responsible for sustainability risk monitoring and reporting, remaining alert to global and local trends, issues and campaigns and reporting emerging risks that may impact HSBC and its customers.
- Monitors Canadian environmental and climate policies and regulation to advise the Head of Corporate Sustainability of potential impact to HSBC Canada and its customers.
- Coordinates work of Canada Climate Business Council, preparing agenda and presentations, advising members, recording, distributing and following-up on key actions to drive pace of execution and delivery
- Helps to ensure all employees are aware of and effectively implementing sustainability policies and frameworks.
- Ensures regional contributions comply with Group policies, undergo relevant due diligence and have a positive impact on HSBC’s reputation
- Completes other responsibilities, as assigned.
Knowledge & Experience / Qualifications:
- Minimum 5-8 years in a sustainability role in the financial services industry (preferably client led) OR in a role in the financial services industry that incorporates ESG, green or sustainability considerations (e.g., ESG Analyst, Responsible Investment Advisor, Environmental Risk Manager)
- University graduate in business, sustainability or related field
- Sound knowledge of global sustainable finance frameworks including Carbon Disclosure Project, UN Sustainable Development Goals, Equator Principles, Global Reporting Initiative, FSB Taskforce on Climate-related Financial Disclosures and Canadian climate policy
- Must be a strong analytical thinker. Ideal candidate will have experience analyzing corporate sustainability strategies, policies, management and performance and recommending strategies for improvement, particularly in high carbon industries
- Must be strategic thinker, excellent road mapper and able to work with others to collectively develop and execute complex strategic plans
- Ideal candidate will have experience with green bonds and clean technology/renewables finance or investing
- Driver of change. Adaptable and demonstrates initiative. Must be able to work independently, cope with ambiguity, quickly develop trust, negotiate effectively, navigate what is right for the Company, manage messaging and motivate others
- Excellent communication and interpersonal skills, advanced verbal and written communication skills, comfortable delivering presentations to executives and top clients
- Experience working with or supporting senior executives. Must possess ability to work effectively across levels, geographies and functions in a complex global organization
- Passionate about environmental and social issues such as climate change, sustainable development, human rights, good corporate governance, etc.
- Leadership, influencing and negotiation skills
In 2016, HSBC Bank Canada was named one of the “Best 50 Corporate Citizens” in Canada by Corporate Knights magazine for the fifth consecutive year.
Here are some of the reasons why:
- Career Development: Within your current role, as well as Canadian and international opportunities
- Company Reputation: Offering prestige, strength, and longevity
- Business Growth: Underpinned by our drive, and the highest banking standards
- International Connectivity: Opportunities to network and build global relationships A diverse workforce: Reflecting our belief that diversity of thought, background and perspective make HSBC a stronger organization
- Corporate Sustainability: We build our business for the long term by balancing social, environmental and economic considerations in the decisions we make
Learn more about HSBC
HSBC Bank Canada, a subsidiary of HSBC Holdings plc, is the leading international bank in the country. We help companies and individuals across Canada to do business and manage their finances internationally through three global business lines: Commercial Banking, Global Banking and Markets, and Retail Banking and Wealth Management. HSBC Group – one of the world’s largest banking and financial services with assets of US$2,492bn at 30 June 2017. Linked by advanced technology, HSBC serves customers worldwide through an international network of around 3,900 offices in 67 countries and territories in Europe, Asia, North and Latin America, and the Middle East and North Africa.
With exceptional listening and compassion skills, and the ability to translate Vancity’s Good Money™ brand promise to our members, as the Director of Impact Investing you will have a strategic role in enhancing our membership needs in investment growth and meeting the long term needs of our communities. You will have experience in structure and implementation of new core business initiatives, subsequent business and products.
Key areas of accountability for this role are:
- Develop, coordinate and/or deliver investment structures so that our broad membership gains mechanisms for investing in impact (eg. Fund of Funds, Debt Income Funds, Investment Shares).
- Develop and maintain a diversified portfolio of Community Capital impact loans enabling the achievement of business objectives.
- Create diversified impact investment offerings that meet the long term needs of our members and their communities and informs Vancity’s Impact Asset and Investment Portfolio/Impact Investing Strategy.
- Maintain strong compliance and operational excellence to minimize reputational regulatory risk, events, and losses.
Here at Vancity, we have a consistent set of expectations for all employees:
- Work effectively and with full commitment on the tasks assigned by your manager.
- Give your manager your best advice.
- Stay within policy.
- Manage your ongoing career development at Vancity.
As a Manager you are accountable for:
- Assigning the right work at the right time in order to achieve organizational goals.
- Your direct reports’ outputs and working behaviours.
- Building a team of increasingly capable direct reports, including moving talent where we need them when we need them.
- Exercising agile leadership.
- Continuous improvement and innovation.
- Providing a safe and respectful environment for your direct reports.
As a Manager’s Manager you are accountable for:
- Assessing talent and creating development opportunities to meet future business needs.
- Ensuring the quality of leadership practiced by direct report managers.
- Ensuring cross-functional team work within your area.
- Solid – Knowledge of governance, risk management and control framework, methodologies and practices.
- Advanced – Communication and interpersonal skills to represent the Vancity brand in the community, interact with community members and build relationships and networks in the community.
- Solid – Knowledge of relevant Vancity products, policies, procedures, systems , tools, products and services.
- Advanced – Communication and interpersonal skills to create clear understanding of expectations; address challenges and issues for the business unit; and represent the unit across the organization.
- Advanced – Problem-solving and decision-making skills to optimize operational capability, to diagnose problems in the context of business, financial and member impacts, and to identify viable solutions.
- Advanced- fund structuring, private investment, private deal structuring, or other equivalent skills sets.
- Masters (Business Administration)
- Investment management and financial planning knowledge and skills Business development experience with successful track record
- Strong client service interpersonal and communication skills
- Relationship management skills to effectively manage relationships across multiple levels of the organization, lines of business and with external partners
Catalyst Community Developments Society is a not-for-profit developer with over 600 affordable rental homes and 60,000 sq. ft. of community program space currently in various stages of development across BC. We are a group of passionate, hard-working, dedicated people. We enjoy what we do, and believe strongly in our mission.
We are currently seeking a Development Analyst to join our team. This role would ideally suit someone with strong analytical and financial modelling skills coupled with a passion for building community through affordable rental housing projects. The successful candidate will be a talented, multi-tasking individual with strong attention to detail, great problem-solving, time-management, and computer skills, an intrinsic sense of curiosity, a keen sense of humor, and the ability to embrace a diverse workload with a positive and results-oriented focus.
Reporting to the VP Project Planning and Partnerships and offering key support to the President and CFO, your job tasks would include:
- Creating and analyzing pro forma budgets and cash flows for real estate development projects and income producing assets.
- Modelling debt and equity structures to help mitigate risk and meet or exceed project affordability targets.
- Maintaining of pro formas throughout the project life-cycle.
- Developing, reviewing, and striving to continuously improve financial and other reports.
- Preparing financial packages related to project financing.
- Conducting research and financial/real estate market analysis.
- Attending stakeholder meetings as required.
- Supporting the VP of Project Planning and Partnerships and other staff in preparation of community and project presentations.
- Responsive, thoughtful, and analytical by nature, with a strong aptitude for finance/numbers.
- Self-starter, highly motivated, and able to manage your time without a lot of supervision.
- Enjoys the details, getting things right, staying organized, developing systems, being methodical.
- An excellent collaborator with strong communication and interpersonal skills.
- Enjoys being part of a team and recognizes the importance of each member of the team and their roles.
- Able to apply strong quantitative skills without losing sight of the bigger picture.
- Passionate about building community and affordable rental housing.
- Possesses strong written and oral presentation skills.
Work experience that demonstrates the above qualities and skills, with a minimum of three years’ directly relevant work experience is required.
- Degree/Diploma in management/business, real estate, planning, urban land economics, etc.
- Advanced Excel skills, with advanced modeling skills.
If you think you’d be a good fit for us and for this role, please send your resume in pdf format to [email protected] with “Catalyst – Development Analyst” in the subject line. We look forward to hearing from you. This is a full-time position located in Vancouver, BC. This posting will remain open until filled.
Stephen Whipp Financial is a small investment team within Leede Jones Gable Ltd., located in Langford, British Columbia, on Victoria’s Westshore. We specialize in responsible investing and offer unique managed products that reflect a wholistic analysis of Environment, Social and Governance (ESG) performance, as well as financial performance.
The Practice Manager serves as the key point of coordination, administration and communication on the expanding advisor/staff team. S/he is responsible for the administrative operations of the office and the coordination of the team. As such s/he must understand the values and ethics that underlie the practice, and represent them enthusiastically. S/he must be able to smoothly manage both people and processes to create an excellent experience for clients and effective team processes.
The Practice Manager is a demanding and dynamic leadership position, running a small office, organizing Stephen’s time and work, providing administrative and organizational support to the team, coordinating client service and working with the Leede Jones Gable back office. The job runs the gamut from basic clerical and paperwork tasks to using sophisticated software applications, preparing complex reports, problem-solving client issues, organizing meetings/events, and representing Stephen Whipp Financial to others. S/he must be a flexible self-starter and team player who is interested in the responsible investment business, thrives on change and growth, multi-tasks and problem-solves easily, loves to learn, and works well with people. S/he must be committed to what we call the triple E’s – excellence, effectiveness and efficiency – while also having a sense of humour and a friendly demeanor.
Reporting to and working closely with Stephen Whipp, Managing Director, s/he is expected to work collaboratively as a member of the team, and take on increased team leadership responsibilities over time. After a training /overlap period with the person leaving the position, during which the Practice Manager will learn all duties of the position, we expect that s/he will be involved in defining and recruiting for an administrative assistant position to provide ongoing clerical and administrative support. Depending on the growth of the team, this position may be also responsible for managing contractors.
This position requires Securities licensing, or a commitment to become Securities-licensed within 24 months of hiring.
The Practice Manager will create and maintain an efficient, organized and welcoming office and client service environment that reflects the values of the practice and exceeds the standards of the industry. This requires multi-tasking and problem solving on a daily basis, proactive work-planning, coordination of team activities, responding to changing priorities and anticipating tasks and issues before they arise. It also requires excellent inter-personal communication skills, an understanding of marketing and communication strategies, and the ability to follow and update policies and procedures.
The key duties and responsibilities are set out below. Because this is a small office operating in a changing environment, additional duties may be assigned as required.
Team Coordination and Support
- Lead ongoing implementation of the Business Operations Framework and related Procedures Lead daily ‘stand-up’ team meetings and coordinate related follow-up
- Maintain and coordinate team calendar
- Develop and manage team project plans and meetings as needed
- As needed, liaise with Leede Jones Gable Compliance
- Represent Stephen Whipp Financial, including attending networking events
- Organize specific projects or events as directed
- Provide back up to other team members as needed
Client Service Support
- Use client relationship management system (Maximizer) Complete/check client paperwork
- Manage client on-boarding process
- Coordinate proactive client contact and appointment scheduling
- Draft and prepare letters and reports (templates and unique)
- Review, analyze and update client files in preparation for client meetings
- Follow-up and document all client interactions
- Receive client inquiries, problem-solve and take appropriate actions, including working with Leede Jones Gable back office and other financial institutions as needed
- Plan and coordinate client appreciation activities
Executive Support for Stephen Whipp
- Take, prepare and distribute/document notes/minutes of meetings
- Provide time management support and assist with managing e-mail/paperwork
- Make travel and accommodation arrangements
- Office Administration
- Manage incoming/outgoing office communications (telephone, mail, courier and e-mail) Manage petty cash, invoicing and liaising with bookkeeper
- Maintain paper and electronic files
- Liaise with janitorial service, Xerox and other suppliers
- Organize and order office and kitchen supplies
- Prepare for regular Compliance audits
- Securities license or commitment to obtain within 24 months of hiring
- Demonstrated knowledge of MS Word, Excel, PowerPoint, Outlook and database management software
- Awareness/understanding of the wealth management and investment industry
- General understanding of client confidentiality requirements
- Knowledge of office systems, equipment and organization
- Knowledge of how policies and procedures work
- Knowledge of client service processes and expectations
- Basic awareness of environmental and social justice issues
- Understanding of staff supervision, team building and leadership development techniques/processes
- Awareness of different learning and communication styles
- Diploma in Business Management/Administration or equivalent
- Knowledge of industry-specific software for client account management (Dataphile); contact management (Maximizer)
- Financial planning (Naviplan)
- Knowledge of project management software
- Additional training/and or keen interest in further training in the industry e.g. insurance license
Skills and Abilities
- Strong organizational skills including prioritizing, anticipating, multi-tasking, coordinating, communicating and adapting to change
- Excellent computer skills, including report preparation
- Strong client service skills
- Ability to pay attention to and take care of the details
- Effective oral and written interpersonal communications skills, including excellent telephone manner and ability to listen carefully and speak clearly
- Ability to work well with people, including diffusing difficult situations and problem-solving Ability to work well alone and as a member of a team
- Leadership ability, including meeting chairing/facilitation and project planning
- Ability to prepare high quality presentation documents including financial plans, reports and proposals
- Ability to represent the employer to the public in an appropriate and professional manner
- Comfort level with networking in community and business environments
Minimum ten years’ experience in financial industry, preferably in an IIROC-regulated settingMinimum five years’ experience in following areas:
- Supervising staff and/or coordinating teams
- Developing/working with/implementing administrative procedures
- Providing/overseeing client/customer service
Personal Qualities and Attributes
- Understanding and commitment to progressive social values Enthusiastic, cheerful and positive attitude
- Sense of humour
- Common sense
- Creativity and flexibility
- Self-motivation and initiative
- Capacity to ‘zoom in and out’
- Capacity to anticipate and see ahead
- Ability to work collaboratively as a member of a team Willingness to learn and adapt
- Interest in people
This is a demanding full-time job requiring 37.5 hours per week. Extra time in the evenings or weekends may be required to complete tasks, participate in events and/or fulfill training/licensing requirements. On-the-job training in existing office procedures and Leede Jones Gable Ltd. systems will be provided on site.
- Competitive salary based on experience and qualifications
- Generous benefits package after satisfactory completion of three-month probation period Potential for bonus
- Access to Leede Jones Gable Ltd. share purchase plan
Send applications to:
Stephen Whipp Financial
734 Goldstream Ave
Victoria, BC, V9B 2X3
Attention: Jill Finerty
Closing Date: November 20, 2017; applications reviewed on a rolling basis
Start Date: January 2, 2018
Term: Parental Leave Contract, approximately 8 months
Time Commitment: Full time, 37.5 hours per week
Salary Range: $65,000 to $85,000 annual equivalent, commensurate with experience
Benefits: 2 weeks vacation over term of contract, health and wellness allowance
Summary of Role
SolarShare is looking for a talented individual to lead the organization as General Manager for a period of approximately eight months during a parental leave. The ideal candidate will have demonstrated experience leading a business or business unit, including experience managing budgets, strategy, operations, human resources and business development activities.
The General Manager is responsible for day to day management, ongoing process improvements, overseeing business and contractual relationships and managing four part and full time staff and third party service providers.
This is a unique opportunity to join the rapidly expanding and dynamic renewable energy sector in a well-established social enterprise. The successful candidate will join a passionate, hard-working team of staff, board and committee members that are dedicated to positive social and environmental change. SolarShare encourages diversity and supports work-life balance, professional development opportunities, and flexible work hours.
As the General Manager, you will be expected to perform the following key tasks, along with any other activities as required:
- Oversee, direct and support the Community Investment & Marketing Manager, Project Manager, Outreach Coordinator and Operations & Maintenance Coordinator
- Review monthly financial statements and manage costs to budget
- Report to the board monthly and attend monthly board and committee meetings
- Support the activities and development of the Board of Directors and Committees
- Lead the improvement of internal organizational policies and processes
- Research and analysis of financing strategy and opportunities
- Develop and manage relationships with member and institutional investors
- Update and manage SolarShare’s financial models, maintain an annual budget, and provide regular analysis and reporting
- Assess the economic feasibility of new investment opportunities
- Assist with the development of new partnerships and market strategies
- Assist in origination and evaluation of new solar opportunities
- Represent SolarShare in public speaking engagements and other media
Qualifications & Skills
- Five years of experience in a related role
- Excellent understanding of financial products, economic analysis and management
- Experience in marketing, sales, and communications is an asset
- Technical understanding of solar photovoltaic systems as well as Ontario’s solar market, including the feed-in-tariff program
- Strong organizational management skills and demonstrated ability to oversee and direct staff, as well as experience reporting to a Board of Directors
- Experience with business development in the solar energy industry
- Excellent attention to detail and a strong sense of tact, diplomacy and teamwork
- Demonstrated understanding of any or all of the not-for-profit, co-operative, social enterprise and environmental sectors
HOW TO APPLY
Please send a cover letter and resume as a single PDF with a file name (lastname.firstname) and the subject line “General Manager” to:
jobs @ solarbonds.ca* by Monday November 20, 2017, 9:00 am. Candidates are encouraged to submit their applications as soon as possible, as they will be reviewed on a rolling basis.
In your cover letter please outline your skills and experience related specifically to the areas of responsibility outlined above and why you are interested in joining the SolarShare team.
SolarShare is fully committed to equal opportunity employment, and evaluating all applications equally. We thank you for your application but only those chosen for an interview will be contacted; no phone calls please.
Application Closing Date: November 20, 2017; applications reviewed on a rolling basis
Start Date: January 25, 2017
Term: Maternity Leave Contract, approximately 1 year
Time Commitment: Full time, 37.5 hours per week, evening and weekend hours as required
Salary Range: $50,000 – $65,000 annually, commensurate with experience
Benefits: 3 weeks vacation, health and wellness allowance
Summary of Role
SolarShare is looking for a passionate, results-driven individual with experience in sales and marketing. The Community Investment and Marketing Manager oversees Solar Bond sales, marketing, communications, and community outreach.
Successful candidates will be independent, quick on their feet, and have demonstrated success in a target-based sales and marketing role. The office is located in downtown Toronto and occasional travel within Southern Ontario, outside of office hours (evenings and weekends) is required. A valid G license is a must. The successful candidate will join a fun and hard-working team of social innovators dedicated to promoting clean energy and social finance. SolarShare encourages work-life balance, and offers professional development opportunities and flexible work hours.
As the Community Investment and Marketing Manager, you will be expected to perform the following tasks, along with any other activities as required:
- Execute the SolarShare sales and marketing strategy and budget for 2018; prepare the 2019 sales and marketing strategy and budget.
- Ensure Solar Bond sales goals are achieved.
- Liaise with potential investors via phone, email, and in person about purchasing Solar Bonds, co-op membership, and solar energy. Prepare and disseminate media releases to appropriate audiences.
- Maintain and foster new partnerships with external suppliers and agencies, as well as investment service providers and collaborators, including TREC Community Bond Management Services, brokerages, and financial institutions.
- Manage all digital, out-of-home, and print advertising
- Oversee and execute Solar Bond renewal and redemption campaigns; track progress, and measure results.
- Develop and conduct in-person SolarShare information and sales presentations at conferences, community meetings, and events. Work with Outreach Coordinator to exhibit SolarShare at various events throughout the province.
- Communicate marketing, sales, and outreach progress to General Manager and Board of Directors on a monthly basis.
- Manage all aspects of solarbonds.ca, including content creation, updates, and online investment forms. Create informative and timely member / investor e-newsletters. Supervise SolarShare’s social media presence with Outreach Coordinator: Facebook, Twitter, LinkedIn.
- Supervise and manage SolarShare’s part-time Outreach Coordinator.
Qualifications & Skills
- Five years of experience in a related role
- Demonstrated success in sales and marketing
- Experience working with budgets and communicating financial information
- Experience with grassroots marketing and event coordination
- Knowledge of the renewable energy industry and policy environment in Ontario is an asset
- Knowledge of the social finance and/or investment industry is an asset
- Strong writing and communication skills
- Highly organized and self-motivated
- Confident public speaking ability
- Graphic design skills an asset
HOW TO APPLY
Please send a cover letter and resume as a single PDF with a file name (lastname.firstname) to:
jobs @ solarbonds.ca* and the subject line “Community Investment and Marketing Manager” by Monday November 20, 2017, 9:00 am. Candidates are encouraged to submit their applications as soon as possible, as they will be reviewed on a rolling basis.
In your cover letter please outline your skills and experience related specifically to the areas of responsibility outlined above and why you are interested in joining the SolarShare team.
SolarShare is fully committed to equal opportunity employment, and evaluating all applications equally. We thank you for your application but only those chosen for an interview will be contacted; no phone calls please.
bcIMC is seeking a permanent full-time Manager, Data Governance, in our Investment Operations department in Victoria, B.C. The Manager will have direct responsibility for the success of the Data Governance program and will be tasked with providing leadership on this cross-departmental initiative. The Manager will also contribute to the effective management of data vendor contracts and relationships for the corporation, including efforts to transition this function to the EDM group.
The ideal candidate will have demonstrated abilities in facilitation, collaboration, and in-depth business and process analysis. Experience analyzing and resolving data issues and an in-depth understanding of data and technology trends within asset management is highly desirable.
Investment Operations (IO) is made up of four branches: Trade Management, Cash Operations, Enterprise Data Management and Derivative Operations. These teams support trade settlement, provide pooled fund and regulatory compliance monitoring, manage daily cash flows, manage corporate data, and administer the derivative processing and collateral management for the Corporation.
- 5+ years direct experience in a similar role within the investment industry or 7+ years experience in data management and governance in other industries
- Applicable university degree and/or relevant professional designation
- Equivalent combinations of education and experience may be considered
Closing date: November 21, 2017.
To learn more about this position and apply, go to https://careers.bcimc.com/res_joblist.html
bcIMC provides employees with a productive and fast-paced work environment, competitive compensation, a performance incentive plan, four weeks of vacation, employer-funded health plans, and a defined benefit pension plan. Our recruitment process requires that the successful candidate agrees to undergo a criminal record search, education and designation verification, to provide a declaration of no previous or current criminal status, and to comply with our corporate Code of Ethics & Professional Conduct.
bcIMC offers an exceptional opportunity to work at a world-class organization while living in a west coast setting. We are a significant institutional investor whose investments span the world. Our major clients are pension plans, and the work that we do helps to secure the retirements of hundreds of thousands of people. Our success depends on our high-performing employees. The people who work at bcIMC are committed, passionate, and approachable. They aim for continuous improvement and share bcIMC’s core values of accountability, transparency, integrity, and team cohesiveness.
Tell us your story. Don’t go unnoticed. Explain why you’re a winning candidate. Think “TD” if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.
Stay current and competitive. Carve out a career for yourself. Grow with us. Here’s our story: jobs.td.com
- Provide subject matter expertise, and conduct research and analysis, to assess environmental and stakeholder risk for financing deals. Ensure that environmental due diligence is properly supported, reasonable, and in compliance with Bank policies and procedures.
- Provide concise and accurate summaries of environmental risk and stakeholder risk, engage with and support credit risk managers and other internal business partners.
- Track and maintain records of escalations, assessments, and outcomes. Provide annual reporting on environmental risk to fulfill TD’s various reporting requirements including the Corporate Social Responsibility Report and numerous third party surveys (e.g., CDP, DJSI, Sustainalytics, MSCI, etc.), and complete TD’s annual Equator Principle reporting.
- Support Senior Managers and Executives in providing responses to letters and correspondence from environmental stakeholders. Manage the review and approval process, and ensure each response is actioned and recorded.
- Provide project management for major projects relating to environmental risk, such as the update of TD’s E&S Risk Procedures for non-retail credit business lines, and training of internal business partners. Serve as an environmental subject matter expert and resource to partners across the bank.
- Engage and develop strong working relationships with internal business partners and external stakeholders who have an interest in environmental and stakeholder risk.
- Ensure environmental risk data management meets requirements of internal audit.
- Maintain TD’s Environmental Management System, ensuring alignment to ISO 14001
- Support environmental communications team by providing environmental data, facts, and analysis for internal and external communications.
- Keep up-to-date on environmental trends, news, and pathways to environmental leadership within the financial services industry.
- Provide environmental subject matter expertise, ad-hoc research and analysis, and lead new environmental projects as required.
- 3 – 5 years’ experience conducting environmental risk reviews, leveraging data analytics and analysis
- Advanced degree in environmental sciences or related field; MBA / post-secondary education in business an asset
- Working knowledge of environmental law and regulatory processes in US and Canada
- Understanding of environmental issues relating to the financial services sector. Experience in the financial services industry is an asset
- Experience in navigating data platforms such as Sustainalytics and Bloomberg
- Strong analytical and data management skills and experience
- Strong project management skills and commitment to meeting deadlines
- Advanced skills in MS Excel, MS Word, and MS Powerpoint
- Ability to effectively communicate with a variety of personalities and skill levels, including senior management
- Strong relationship building skills — a good “people person”; collaborative approach
- Ability to work independently, think critically, multitask and make decisions in a fast-paced environment
- Practical, business-based perspective
- Strong attention to detail
- Can-do attitude
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
About New Market Funds
New Market Funds Inc. is an investment firm that focuses on investments with long-term community benefit. Our strategy is to combine a rigorous investment process with our sector knowledge and relationships to bring investment capital forward to meet community need. New Market Funds Inc. supports the work of the Community Forward Fund Assistance Corporation as well as New Commons Development, a non-profit real estate development corporation. New Market Funds is owned by a registered Canadian charity (New Market Funds Society).
Community Forward Fund Assistance Corporation (CFFAC) is a registered investment fund manager, distributor and portfolio manager (restricted) that invests in loans to community-based and social- purpose organizations. CFFAC is also responsible for providing fund management services to the Canadian Co-operative Investment Fund (CCIF), a new start-up fund that invests in loans, quasi-equity and equity in Canadian co-operative enterprises and organizations.
As our business grows, we are looking for a Director, Community Lending. This a key new role that will focus on identifying investment opportunities and executing transactions for CFFAC and CCIF. Working with an experienced senior underwriter and the New Market Funds team, the Director has responsibility for building and managing the investment portfolios and achieving the objectives and targets the funds. The Director will also help to inform new community lending work taken on by New Market Funds.
To support the breadth and depth of responsibilities, the successful candidate must have strong leadership skills, excellent communication skills, a proactive and “hands-on” approach and must be comfortable in a growing, dynamic business environment. If interested, you should:
- Be excited to be part of an innovative organization that is growing and evolving,
- Join a growing dynamic team of highly motivated individuals who enjoy working together at a firm that is making a difference, and
- Want to work hard, but are also able to laugh and enjoy time with your colleagues.
- Role Responsibilities
- We seek an individual who can build on the achievements of Community Forward Fund and find new markets for Fund investments, working in conjunction with the CFFAC lead on lending. Key responsibilities for CFFAC and CCIF include: Identifying investment opportunities
- Development of an investment portfolio growth strategy • Work with key partners and stakeholders of CFFAC and CCIF in identifying investment opportunities
- Promote CFF and CCIF through the development of community and organizational networks Collaborate on deal underwriting
- Provide a preliminary review of potential investments
- Work with team members to develop deal terms
- Support the work of the CCIF Investment advisory committee in the review of transactions
- Support the work of the investment committee in the review and approval of transactions
- Provide overall investment portfolio management
- Monitor investment performance
- Develop strategies for under-performing investments
- Assess overall portfolio risk and develop risk mitigation strategies as required
- Assist I the preparation of investment reports (internal and external)
- Undergraduate degree in Business, Finance, Accounting, Economics, Engineering, with strong GPA; similar graduate degree desirable
- 5 years of related experience including lending in real estate, private equity, co-operatives and other community organizations
- CFA, CA and/or CPA designation desirable
- Fluent in both English and French desirable
- Strong Excel and Financial Modelling skills
- Microsoft Office suite (Outlook, Word, PowerPoint)
- Evidence of personal engagement in, or desire for, social and environmental change
- Ability to work independently and engage with team members that may be dispersed in other locations
About Encasa Financial
Encasa Financial Inc. is a registered Investment Fund Manager that manages the investment of pooled capital reserves of non-profit and co-operative housing providers and other value-aligned organizations. Encasa Financial operates the Social Housing Investment Funds (SHIF), consisting of three mutual funds targeted to the investment needs of non-profit and co-operative housing providers, and other not-for- profit organizations. We are a small, high-performing team in a fast-paced, collaborative and mutually respectful office environment.
We have an exciting opportunity for a Senior Investment Advisor! This is a new role for Encasa resulting from a change in the delivery model of our products and services. We are looking for someone with a keen interest in responsible investment products and shares our values of building and strengthening the non-profit and co-operative sector. The ideal candidate will be someone who is motivated by the challenge of building our business with us and providing direct and indirect value to our investors.
This role is located in Toronto, Ontario, working from our head office.
As the Senior Investment Advisor, you will be a key member of our team and be integral in the delivery of superior, personalized advice-based service to current and prospective clients who are primarily non- profit and co-operative housing provider corporations.
You will need to:
- Provide investment allocation advice and services to our clients by understanding their investment and cash flow needs and offering our Social Housing Investment Funds (SHIF)
- Work with the Encasa team to look for market expansion opportunities in Ontario as well as other provinces with a non-profit and affordable housing sector perspective in mind
- Work with clients to develop an appropriate, value focused investment portfolio using Encasa’s three SHIF mutual funds
- Provide updates to over 800 existing clients, as well as new clients on their investment performance and work with them to rebalance their account as appropriate
- Be responsible for the customer support systems, and assist in the further development. and implementation the highest standards of customer care and support
- Ensure all client interaction and administration is compliant with Canadian securities regulations and the policies of Encasa Financial
- Be involved in initiating, organizing and participating in investment forums, trade shows, seminars and webinars for client groups
- Help to develop and execute marketing and communication strategies including creating investment focused articles, newsletters and social media posts.
- Coach, mentor and supervise junior team members as required in Vancouver and Toronto
What we’re looking for in a candidate:
- Holds a CFA and/or CFP designation
- Minimum 5 years of experience in investment or financial planning
- Minimum 3 years of experience in coaching and/or supervising a team
- MFDA license or similar qualifications
- A strategic self-starter who is a creative problem solver and is comfortable working with minimum level of supervision
- Excellent communication and customer service skills
- Successful at marketing investment programs and growing the investor base
- Motivated in delivering value to the non-profit and co-operative sector
- Actively interested in responsible investment
- Has the flexibility to work off-hours and be willing to travel in and out of the province
Bonus points awarded for:
- CIM designation
- Bilingual in French and English
What We Offer:
- A meaningful career helping to support the social housing sector
- Competitive salary that aligns with experience and qualifications
- A key role in shaping strategies and a definitive impact on the business
Please send your cover letter and resume to [email protected] on or before October 23, 2017. Encasa would like to thank all candidates for their interest in the position. However, only candidates selected for an interview will be contacted.
Encasa is committed to equity in employment and encourages applications from all qualified applicants. If you are a candidate with a disability and require accommodation during the hiring process, please contact us.
Description & Responsibilities
Join the Canadian proxy advisory research team through the dynamic proxy season period to provide research analysis in support of client corporate governance and proxy voting activities. Be part of a team of corporate governance experts responsible for covering Canadian annual and special meetings, interpreting public disclosure documents and applying policy guidelines that support corporate governance best practices and shareholder rights. This is a unique opportunity to join our leading Canadian Research team and can lead to a career growth at ISS.
- Governance Analyst Responsibilities
- Distill financial and corporate governance information to complete research reports and issue proxy voting recommendations based on ISS policy guidelines for venture and non-core level 1-3 agenda items including late adds;
- Support PAS Research team by sourcing public disclosure documents (pills), updating analyst tracking sheets for workflow organization;
- Attach materials in research database;
- Realizable Pay data collection – searching SEDI and past circulars for option and share grants, etc.
- Track voting results for high profile issues/meetings for client bulletin calls and other season updates;
- Maintain pill and contest tracking lists;
- Support draft report review process as needed;
- Pull numbers for TSR/TC chart for all core meetings;
- Source issue specific background information for shareholder proposals;
- Liaison with procurement – locating and sending G&M meeting list weekly;
- Help monitor regulatory websites, press articles on current high profile meetings/companies/issues, CCGG/SIO/SHARE website for updates.
- Bachelors degree in Finance, Economics, Accounting or related discipline and a minimum of two years experience in corporate governance or investment research and analysis;
- Understanding of corporate governance issues, corporate transactions and capital markets;
- Previous experience in Compensation Consulting or Securities Law would be an asset;
- Good understanding of business technology; experience working with technology in an operational context strongly desired;
- Client focused, reliable and able to work under deadline pressures, detail oriented, demonstrated commitment to quality and excellence.
To apply, click here.
The RIA job board is offered as a benefit for RIA Members to advertise RI-industry job postings. Attract the best talent to your organization by posting jobs here and via the RIA Network listserv. The jobs posted must be within RIA member organizations. This member benefit does not extend to members’ clients.
Please send RI-related job information to Dustyn Lanz, RIA Senior Director, Communications and Member Affairs: [email protected].
For international jobs in responsible investing, click here.