Role Description Here at Morrison Family Financial, we are currently expanding and seeking motivated, entrepreneurial-minded individuals who want to build a career in financial services while helping families plan for their financial future. As a GFI Affiliate, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you will learn how to: - Sit down with an individual, family, or business owner. - Have a conversation with them about their financial goals and dreams. - Help create a game plan or roadmap to achieve their short-term and long-term financial goals. Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Soft background check required - Able to complete licensing requirements within 14 days Company Description

• Manage project risks with escalation as required. • Manage accounting and financial processes at Imagine Global level. • Manage relationship between Imagine and BDO. • Oversee the Imagine annual audit. • Establish and manage systems for EFT payments to scale countries and Imagine Global staff including expense claims. • Assist with the implementation of the grants management system in the scale countries. • Assist with the system change from Quick-Books to Sage Intacct. • Assist with strategic financial management activities including annual budget development, financial planning and analysis, cash flow management, and financial reporting at Imagine Global. • Assist in the development of project-level financial management policies and procedures, manage roll-out and oversight compliance, reporting and periodic review. • Provide expert guidance in the costing of activities and operations. • Organise and maintain comprehensive financial files and documents to ensure all recording is compliant with audit, corporate and client requirements. • Support senior management to establish and implement policies and procedures for fraud control, anti-corruption and anti-bribery. • Lead monthly financial reviews with scale country finance teams to assess performance against budgets and identify corrective actions. • Strengthen internal controls by reviewing segregation of duties, approval matrices, and delegation of authority frameworks across countries. • Coordinate donor financial reporting timelines, ensuring consistency between programmatic and financial reports. • Oversee balance sheet integrity, including regular review of reconciliations, accruals, and prepayments at global and country level. • Support capacity building of scale country finance teams through training, coaching, and standardised financial tools and templates.

ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. INVESTMENT CONSULTANT - Remote based in TX WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? - Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. - Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. - Ensure that the transition from the sales process to portfolio management is smooth and accurate. - Facilitate the new accounts and account transfer process. - Handle Independent Financial Advisor and client communication. - Prepare client presentations. - Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. - Facilitate and conduct individual meetings and presentations in assigned territory. - Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* - Bachelor's Degree - Minimum 5 years of financial experience preferably in Investment Management - 2 years of experience in the High Net Worth or Ultra High Net Market markets - 2 + years delivering formal client presentations - FINRA Series 7 and 63 or 66 licenses - Ability to travel 40-50% of the time Additional Qualifications - CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) - Highly competitive and goal-oriented - A focus on sales and new business development - Masters Degree preferred - Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. - Experience in the High Net Worth or Ultra High Net Market markets - Working knowledge of financial planning, investment and/or HNW economic issues (aka “continual learner”) and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. - Prior success in the HNW or UHNW market - Excellent communication skills - Self-motivated and self-disciplined - Strategic thinker, able to assess and recommend a course of action - Highest level of both personal and professional demeanor and ethical behavior WHAT'S IN IT FOR YOU? CompensationStarting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: - Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date - Generous 401(k) company matching contribution - Career Development through Tuition Reimbursement and other internal upskilling and training resources - Valued Time Away benefits including vacation, sick and volunteer time - Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs - Career Mobility support from a dedicated recruitment team - Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-DN1 #CA-DN1

ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. INVESTMENT CONSULTANT - Remote based in FL WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? - Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to Rochdale. - Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. - Ensure that the transition from the sales process to portfolio management is smooth and accurate. - Facilitate the new accounts and account transfer process. - Handle Independent Financial Advisor and client communication. - Prepare client presentations. - Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. - Facilitate and conduct individual meetings and presentations in assigned territory. - Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* - Bachelor's Degree - Minimum 5 years of financial experience preferably in Investment Management - 2 years of experience in the High Net Worth or Ultra High Net Market markets - 2 + years delivering formal client presentations - FINRA Series 7 and 63 or 66 licenses - Ability to travel 40-50% of the time Additional Qualifications - CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) - Highly competitive and goal-oriented - A focus on sales and new business development - Masters Degree preferred - Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. - Experience in the High Net Worth or Ultra High Net Market markets - Working knowledge of financial planning, investment and/or HNW economic issues (aka “continual learner”) and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. - Prior success in the HNW or UHNW market - Excellent communication skills - Self-motivated and self-disciplined - Strategic thinker, able to assess and recommend a course of action - Highest level of both personal and professional demeanor and ethical behavior WHAT'S IN IT FOR YOU? CompensationStarting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: - Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date - Generous 401(k) company matching contribution - Career Development through Tuition Reimbursement and other internal upskilling and training resources - Valued Time Away benefits including vacation, sick and volunteer time - Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs - Career Mobility support from a dedicated recruitment team - Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-DN1 #CA-DN1