IG Wealth Management
Preparing, reviewing, and analyzing various financial and management plans and reports, as well as identifying impacts to guidelines and analyzing variances.
Analyzing investment portfolios to ensure appropriate regulatory thresholds are met.
Analyzing policies and processes with a focus on ensuring compliance with regulatory requirements.
Assessing reporting processes/systems and recommending improvements based on stakeholder needs
Participating in review/analysis of key operational or performance issues and alignment to strategy.
Participating in the process to identify, assess and monitor risks of the entity.
Designing/updating and performing control testing procedures and/or compliance reviews and evaluating the results.
Arranging corporate tax returns or drafting sec...
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CPA Candidate
Description
Responsibilities
:Your duties will vary based on your rotational department, and may include: