Financial Services-Insurance & Wealth & Asset Management Consultant

Overview

At KPMG in Canada, our people bring their unique perspectives to Canada’s most important challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where your career can make a difference.

KPMG’s Management Consulting practice is growing its Strategy & Operations team focused on insurance and wealth management. We are looking for  Consultants who want to help leading financial services organizations solve complex business problems, transform how they operate, and build the capabilities required for an AI-enabled future.

We help leading insurance and wealth management organizations transform their businesses and operating models for an AI-enabled future. That means helping clients rethink how they grow, serve customers and advisors, manage operations, make decisions, and deliver value — using strategy, process improvement, data, technology, and AI as practical levers for change.

This is an opportunity to join a growing practice and build your career alongside it. You will work with insurers, wealth managers, distributors, advisors, and financial services platforms on high-impact transformation initiatives, while also helping shape the ideas, offerings, and capabilities that define how KPMG supports the market.

What you will do

As part of our Strategy & Operations team, you will help clients address some of their most important business priorities, including growth strategy, operating model transformation, distribution and advice effectiveness, operational improvement, customer and advisor experience, cost optimization, business architecture, AI use case development, and transformation delivery.

You will work in multidisciplinary teams to:

• Analyze complex business problems and translate insights into practical recommendations.
• Support or lead client workstreams across strategy, operations, transformation, and implementation.
• Conduct market research, stakeholder interviews, process analysis, data analysis, and business case development.
• Design future-state operating models, capabilities, processes, governance structures, and implementation roadmaps.
• Identify opportunities to use AI, automation, data, and technology to improve business performance.
• Develop executive-ready presentations, client deliverables, proposals, and thought leadership.
• Contribute to the growth of KPMG’s insurance and wealth management consulting practice through new ideas, reusable assets, and market perspectives.

At the Consultant level, you will play a key role in analysis, research, deliverable development, workshop support, process mapping, and project execution.

What you bring to the role

We are looking for intellectually curious, commercially minded, and collaborative problem solvers who are excited by the opportunity to build — both for clients and within a growing KPMG practice.

You bring:

• Experience in management consulting, corporate strategy, business transformation, operations, financial services, insurance, wealth management, technology enablement, analytics, or a related field.
• Strong analytical and structured problem-solving skills, with the ability to work through ambiguity.
• Excellent written and verbal communication skills, including executive-ready storytelling.
• Interest in insurance, wealth management, distribution, advice, asset management, or broader financial services.
• Experience supporting or delivering strategy, operating model, process improvement, business case, transformation, or implementation work.
• Comfort working with data, digital tools, and AI-enabled ways of working.
• A practical builder mindset: curious, proactive, hands-on, and willing to experiment with new tools and approaches.

AI experience and builder mindset

We are especially interested in candidates who are excited about the role of AI in transforming financial services. You do not need to be a data scientist, but you should be curious, practical, and motivated to turn emerging technology into measurable business value.

Relevant experience may include:

• Using generative AI tools to improve research, analysis, synthesis, workflow automation, or deliverable creation.
• Identifying, evaluating, or supporting AI use cases in operations, distribution, customer experience, risk, compliance, underwriting, claims, advice, servicing, or enterprise transformation.
• Building prompts, prototypes, automations, dashboards, reusable tools, or workflow improvements.
• Translating AI opportunities into business cases, operating model changes, process redesign, governance requirements, adoption plans, or implementation roadmaps.
• Working with tools such as Power BI, Tableau, Alteryx, SQL, Python, Power Platform, Copilot, ChatGPT Enterprise, or similar platforms.

This role offers the opportunity to build your consulting career in a growing area of KPMG’s Management Consulting practice. You will work with leading organizations, learn from experienced practitioners, develop deep insurance and wealth management expertise, and contribute to shaping how the practice grows.

For candidates who want client impact, career growth, industry depth, and the opportunity to work at the intersection of strategy, operations, data, technology, and AI, this is a strong platform to build from.

KPMG Ontario Region Pay Range Information

The expected base salary range for this position is $70,000 to $76,000 and may be eligible for bonus awards. The determination of an applicant’s base salary within this range is based on the individual’s location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.

Providing you with the support you need to be at 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 Better, we do what matters

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.

Adjustments and accommodations throughout the recruitment process

At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1-888-466-4778.

AI Usage

We embrace the use of artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. AI tools may help with organizing applications or surfacing relevant qualifications. However, no hiring decisions are made using AI. Every hiring decision is made by our hiring managers and recruitment professionals, who are equipped with training that empowers them to use these tools responsibly. AI technologies used in our recruitment process undergo detailed risk assessments, including security and privacy requirements, that align with KPMG’s Trusted AI framework.

We believe technology should empower human judgment, not replace it. It’s one of the many ways we’re delivering on our vision of being a technology-first, people-driven firm.