Case Studies

Financial Firm Expands into Canada with Total Talent Management

Written by LevelUP | Mar 5, 2025 5:29:01 PM

The Challenge

Expanding into a new country presents unique complexities, particularly when speed and compliance are paramount.

A leading financial services company partnered with LevelUP to navigate its expansion into Canada, a move requiring immediate access to top-tier investment banking talent before the formal establishment of a Canadian legal entity. This critical timing demanded a rapid, compliant, and efficient approach to ensure operational continuity and adherence to unfamiliar employment laws in a new market.

LevelUP's Approach

LevelUP provided a comprehensive Total Talent Management solution, built on a foundation of deep market intelligence and tailored to the client's specific needs and aggressive timelines. Our approach focused on both immediate hiring goals and long-term success.

Total Advisory Backed by Market Intelligence

LevelUP delivered in-depth market intelligence and talent insights, providing the client with a clear understanding of the Canadian landscape. This included competitive compensation benchmarking, talent availability analysis, and insights into local employment practices. Our advisory role helped the client map out the timing, scale, and scope of their expansion.

Customization & Flexibility

Recognizing the urgent need for experienced talent, LevelUP implemented a rapid talent acquisition framework. This involved leveraging our extensive network, targeted sourcing, and streamlined interview processes to identify and onboard top-tier professionals within the required timeframe.

Compliance & Operational Efficiency

Navigating the intricacies of Canadian employment laws and regulations was a key priority. LevelUP assumed full responsibility for all employment-related administrative tasks, including contract generation, payroll management, benefits administration, and ensuring compliance with federal and provincial regulations. 

Program Impact

With LevelUP’s support, the client successfully entered the Canadian market and built a high-performing team without operational delays, achieving:

  • Rapid onboarding of top-tier investment bankers
  • Full compliance with Canadian employment regulations
  • Streamlined operations that facilitated a frictionless market entry
  • A strong foundation for sustainable growth in the new geography

   

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