Client & Operations Advisor, Financial Services

Overview

At KPMG Canada, employees are called upon to leverage their perspectives to tackle the country's greatest challenges. Here, you can create momentum that transcends our organization, develop skills for tomorrow, and take control of your career, all with support at every step. Join a firm where your career can truly make a difference.

At KPMG, we believe that customer-centric organizations are winners. Our Financial Services Client and Operations team helps leading financial institutions imagine, design, and achieve better operational and customer results through end-to-end transformation.

We work at the intersection of customer experience, operational models, process excellence, and digital transformation, helping our clients navigate complex changes and achieve measurable and sustainable results.

As a senior consultant, you will play a key role in high-impact assignments, working alongside experienced leaders, global experts, and motivated teams to help our clients translate their strategy into concrete actions.

The KPMG Client and Operations department continues to grow, as financial services organizations prioritize customer experience, operational efficiency, and digital transformation.

This role is ideal for consultants who wish to:

• Work on complex and comprehensive transformation programs.
• Establish credibility with key stakeholders at clients.
• Develop deep expertise in the financial services domain.
• Progress towards a management role in a favorable and people-centered environment.

You will be exposed to a wide range of projects, including customer experience transformation, target operational model design, process optimization, and large-scale business and digital change initiatives.

What You Will Do

As an advisor, you will contribute to and lead specific aspects of client assignments, including:

• Deliver projects related to customer experience, operational transformation, and target operational model design in the financial services sector.
• Translate business and client needs into process designs, operational models, and concrete implementation roadmaps.
• Conduct current state assessments, process analyses, and value stream analyses, and identify opportunities for efficiency improvement, risk reduction, and performance enhancement for clients.
• Support large-scale business and digital transformation programs, including the integration of business, operational, and technological changes.
• Apply a structured problem-solving, data analysis, and financial/operational knowledge approach to solve clients' complex issues.
• Manage defined workflows, including planning, execution, and delivery of high-quality results ready for client use.
• Prepare high-level presentations, reports, and analyses for client stakeholders.
• Collaborate with clients, mission leads, and subject matter experts to provide innovative solutions.
• Mentor and advise junior team members and contribute to a strong and inclusive team culture.
• Support business development activities, including proposal work, strategic leadership, and client prospecting.

What You Bring to the Role

• 1-2 years of experience in management consulting, consulting, or relevant roles in the financial services sector.
• Experience working with financial services institutions (banking, insurance, wealth management, or capital markets).
• Experience in the customer experience, operational transformation, or digital initiatives domain.
• Experience contributing to projects covering strategy, operations, and technological change.
• Strong structured thinking and problem-solving capabilities.
• Ability to analyze data, synthesize information, and communicate clearly with high-level stakeholders.
• Experience translating business needs into process design, operational model, or service solutions.
• Strong project management and stakeholder management skills.
• Ability to work independently with guidance while thriving in a collaborative work environment.
• Proficiency in English is required to interact with our English-speaking clients and leadership teams across Canada.

By joining our team, you set the bar high. Your workplace will inspire you with value, achievement, and pride. Have great projects? This opportunity is up to your ambitions. The KPMG Client Experience team is the right choice.

We're here to support you to give your best

Our values, the KPMG way

Integrity - we do what is right

Excellence - we never stop learning and improving

Courage - we think and act boldly

Together - we respect each other and draw strength from our differences

For the greater good - we make our work matter KPMG Canada proudly subscribes to the principle of equal access to employment and is committed to providing a respectful, inclusive, and barrier-free work environment, enabling all members of its workforce to realize their full potential. A diverse workforce is the key to our success, and we believe in our mission to help you be your authentic self at work. We invite all qualified candidates to apply and hope you will make KPMG Canada your employer of choice.

Adjustments and accommodations throughout the recruitment process

At KPMG, we are committed to fostering an inclusive recruitment process that allows everyone to be themselves and excel. We aim to provide a positive experience and are ready to offer adjustments and accommodations to help you give your best. Adjustments (unofficial requests), such as additional preparation time or the ability to take short breaks during interviews, and accommodations (official requests), such as accessible communication methods or technological aids, are tailored to individual needs and job requirements. Adjustments or accommodations can be requested at any time during the recruitment process. If you need assistance, please contact the KPMG Employee Relations team at 1-888-466-4778.

Use of AI

We use artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. AI tools can help organize applications or highlight relevant qualifications. However, no hiring decisions are made using AI. All hiring decisions are made by our recruiting managers and recruitment professionals, who have received training to use these tools responsibly. The AI technologies used in our recruitment process undergo thorough risk assessments, taking into account security and confidentiality requirements, in line with KPMG's Trusted AI Framework.

We believe that technology should enhance human judgment, not replace it. This is one of the many ways we embody our vision, which is to be a firm that prioritizes technology but remains people-focused.