Consultant, Financial Services-Insurance & Wealth & Asset Management

KPMG•Toronto, ON

About The Position

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.

Requirements

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
Candidates 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.

Responsibilities

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.
Play a key role in analysis, research, deliverable development, workshop support, process mapping, and project execution.