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Great careers start at Investors Group Investors Group Chartered Professional Accountant Training Program
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Page 1: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

Great careers start at Investors Group

Investors Group Chartered Professional Accountant Training Program

Page 2: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

Become a CPAPosition yourself for a lifetime of opportunities and rewards. Become a Chartered Professional Accountant (CPA) and join the ranks of Canada’s top strategic and financial decision makers. By earning the CPA designation, you will develop the knowledge, skills and confidence required to be successful and influential. You will also be valued for your financial expertise, strategic thinking, business insight, management

skills and leadership.

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P

Why choose Investors Group? When you choose Investors Group, you’ll have the opportunity to build your knowledge and skills in the financial services industry. Our CPA training program is well-rounded and provides you with a wide range of experience that you’ll acquire by working in different areas of the company at our head office in Winnipeg.

Our program also gives you the benefit of establishing your career path early.

We offer a rewarding work environment and encourage a healthy balance between work and your life outside of work.

Page 3: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

If you’re pursuing a CPA designation and want to work at a company that provides variety in the work you do, offers the potential for employment after your training program and encourages work-life balance, then consider Investors Group.

As a CPA student, I know you have many goals. In the short term, you’re focused on making it through the CPA certification program and gaining relevant work experience. In the long term, you want a rewarding career that keeps you interested while giving you the opportunity to grow. My career is proof that at Investors Group, we’ll help you fulfill these goals.

Investors Group has provided me with leadership opportunities and experience in a range of disciplines and positions, from traditional internal audit responsibilities right through to Chief Financial Officer. I’ve also taken on roles in sales team leadership, marketing and long-term corporate strategy formation, in addition to being involved with the design, development and implementation of new products and training programs.

Our many professional accountants and I will tell you Investors Group may very well be the best career move you’ll ever make. Non-traditional? Yes. Interesting and challenging? Absolutely!

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P

KEVIN REGAN, FCPA, FCAExecutive Vice-President and Chief Financial Officer

Page 4: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

About usFor 90 years, Investors Group has been dedicated to developing lasting client relationships while helping clients build long-term financial security. We deliver personalized financial solutions to nearly one million Canadians through a network of over 5,300 Consultants located in over 300 offices from coast to coast.

With over $75 billion in mutual fund assets under management*, we offer an exclusive family of mutual funds and other investment vehicles. We also offer a wide

range of insurance, mortgage and other financial services.

Investors Group is part of IGM Financial, a member of the Power Financial Corporation group of companies.

Approximately 2,000 people are employed by Investors Group at our head office in Winnipeg as well as in Montreal and Toronto.

Visit www.investorsgroup.com and www.igmfinancial.com for details.

*As of May 31, 2016

RIEL MOARCPA Student

Working as a CPA Co-op Student at Investors Group has given me the opportunity to obtain invaluable work experience. This has allowed me to enhance my Bachelor of Commerce degree while developing business knowledge and learning about the many opportunities within Investors Group. I am excited to move into a permanent role upon graduating and to obtain my CPA designation with the Company.

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P

Page 5: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

As the Investors Group business leader with primary responsibility for the CPA training program, I have witnessed first-hand the positive progression the students have made throughout their experience. This development is advanced through different work rotations and through the expansion of their internal networks with their peers in the program, as well as with staff throughout the organization.

Throughout my own experience at Investors Group, I have been given tremendous opportunities to expand my responsibilities and exposure to progressive aspects of the business. This includes a focus on financial reporting controls and processes, corporate insurance and enterprise risk management in addition to my responsibilities for the CPA training program.

Our CPA training program provides a unique opportunity for students to similarly expand their connections and knowledge of the business, while also being exposed to a variety of business leaders with different perspectives and leadership styles. I believe this program enables students to develop a very solid foundation for building a successful future within our organization.

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P

BEV DAVIES, FCPA, FCAProgram Leader | Vice-President, Enterprise Risk Management

Page 6: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

Benefit from a variety of experiencesOur pre-approved CPA training program offers you a variety of practical experiences through rotations in different areas of the company. These rotations help you fully develop your accounting and other business competencies while providing valuable knowledge and experience in the financial services industry.

SHAMEEL THAKRAR, CPA, CAProgram Graduate | Associate Manager, Compliance Examinations

The different work rotations enabled me to learn about various aspects of the company and to work with great teams. This experience has provided me with many skills that I am able to apply to my current role.

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P

Advanced Financial Planning

Compliance

Corporate Taxation

Enterprise Risk Management

Financial Reporting

Fund Services

Internal Audit

Each training period includes practical

experience in a combination of some

of the following areas:*

*Other areas are currently under consideration.

Page 7: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

I began my career at Investors Group shortly after receiving my CA designation. My previous work experience had been in public practice and I was looking for a change that would allow me to focus my efforts and grow within one organization rather than moving between clients. Working at Investors Group has given me the opportunity to have that focus and stability while still providing me with a wide variety of experience. I have also had the opportunity to develop professionally over the years that I’ve been here, starting as a Senior Auditor, progressing to a Director of Internal Audit, and then moving to my current role as CPA Program Manager.

As a mother of two young children, Investors Group’s emphasis on work-life balance has always been something I truly value. Working in an environment that allows flexibility lets me focus on both my career and my family.

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P

BETHANY ROSE, CPA, CACPA Program Manager

Page 8: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

Providing comprehensive support At Investors Group, we are dedicated to ensuring you are successful in completing your CPA Professional Education Program (PEP) and the Common Final Evaluation.

We offer a comprehensive educational support program which includes mentorship as well as technical and case writing sessions.

Our CPA training program offers you a variety of practical experiences through rotations in different areas of the company. At Investors Group you will be provided with mentors to assist with your CPA PEP modules as well as to ensure you are developing the required competencies through your work experience.

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S

Working as a CPA Student at Investors Group has enabled me to thrive in each of my CPA modules. The mentorship and educational support provided by the program has equipped me with the necessary tools and confidence to succeed. I highly recommend that anyone interested in pursuing their CPA designation consider the CPA program at Investors Group.

ALI BERNSTCPA Student

Page 9: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

Supporting our community Investors Group is committed to making a contribution to the many communities across Canada in which we operate by supporting local and national activities, events and organizations. In doing so, we hope to help our communities be more dynamic and interesting places to live and work.

Through our partnerships with local community organizations, funding of programs that support employee giving, and recognition for employees who volunteer, we hope to inspire and motivate employee volunteerism in our workplaces and our communities.

Our Volunteer Support Program and Community Sport Volunteer Program encourages employees to volunteer and make a difference in their community, by providing donations to charities and sporting groups that are close to their hearts.

To find out more about the many organizations and projects we’ve supported, take a look at our Corporate Citizenship Report on our website: www.investorsgroup.com/en/who-we-are/in-the-community

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S

BREANNE DELANEYProgram Graduate | Assistant Manager, Corporate Taxation

I feel proud to work for a company that is passionate about helping others in our community. I have had some great experiences volunteering in Winnipeg through the opportunities that Investors Group makes available to its employees.

Page 10: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S

Page 11: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

A dynamic work environment When you join Investors Group, you’ll be presented with many opportunities to become part of an active and engaged network of colleagues. Whether it is participating in one of the many social events, serving on a committee, or accessing support for your charitable efforts, the choice is yours on how you want get involved.

Here are just some of the opportunities available:

The Green Committee engages employees in learning about environmental issues and inspires them to look for opportunities to champion change.

The Community Outreach Committee sponsors activities and events that give you an opportunity to give back to the community.

The Community Projects Fund (CPF) is managed by a Committee of Investors Group employees. It invests in local, community-based initiatives which meet the priorities of employees.

The Getting Started Fund assists Head Office employees who, together with individuals, groups and/or small organizations, want to invest in new initiatives in their local neighbourhoods and home communities.

The Employee Teams Fund aims to foster employee camaraderie and team spirit by supporting Head Office employees who participate in team events.

The Social Committee organizes activities and events for your family, friends and you. Past activities have included ski trips, Blue Bomber games, year-end festivities and more.

The United Way Committee encourages employees to donate and get involved in their community.

R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S | M E N T O R S H I P | L O N G - T E R M | M O T I V A T E | E X C L U S I V E | D Y N A M I C | C O M P R E H E N S I V E | C A M A R A D E R I E | C O M M U N I T Y | R E L A T I O N S H I P S

Page 12: Investors Group Chartered Professional Accountant  · PDF fileGreat careers start at Investors Group Investors Group Chartered Professional Accountant Training Program

Corporate Responsibility As a member of IGM Financial, we have a commitment to operate our business with integrity and focus on our impact across our economy, clients, people, environment and communities. We invite you to learn about our approach to corporate responsibility in our Corporate Responsibility Update:www.igmfinancial-responsibility.com/i/529875-responsibility-throughout

BREANNA HALL, CPA, CAProgram Graduate | Associate Manager, Internal Audit

Being able to work in different departments at Investors Group while pursuing a professional accounting designation is an incredible opportunity. It allows students to gain diverse knowledge and experience firsthand the variety of options available in industry after earning a CPA designation.

Trademarks, including Investors Group, are owned by IGM Financial Inc. and licensed to its subsidiary corporations.

Investors Group Chartered Professional Accountant Training Program © 2015 Investors Group Inc C3759 (07/2016)

CONTACT US

HEAD OFFICE 447 Portage Avenue Winnipeg, Manitoba R3B 3H5EMAIL [email protected]

www.investorsgroup.com

www.facebook.com/InvestorsGroup

www.twitter.com/Investors_Group

www.linkedin.com/company/investors-group


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