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MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team.

As a Financial Consultant, you will be accountable for developing comprehensive and personalized financial plans and specific investment strategies for physician clients and their families tied to the physician lifecycle and various life events.

Is this role right for you? In this role you will:

• Build rapport and trusted relationships with your clients through active listening and by developing an appreciation of what’s important to the client. You’ll recommend an approach based on the client’s level of understanding and interest tailored to their specific needs.
• Identify and develop new business opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans. 
• As part of a broader network of MD financial experts, you will facilitate a team approach by actively partnering with MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), Scotia Wealth Insurance Services and Scotiabank (Private Banking, Mortgages, etc..). You will also work to ensure client needs are pro-actively addressed in alignment with their current financial situation and life stage as well as their future aspirations.  

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• A desire to learn and further your knowledge of advanced financial planning concepts
• A commitment to compliance and an understanding of industry regulations, and associated requirements
• Comfort in facilitating seminars and information meetings
• A sense of urgency - what’s urgent for your client is urgent for you
• The ability to work independently and as part of a broader team
• An elevated level of comfort with technology 

The Must Haves:

• University degree or college diploma in business, commerce or financial planning
• Licensed as a Registered Representative (Securities) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90-day training
• Licensed through The Mutual Funds Dealers Association of Canada (MFDA) will be considered, with a requirement to become a fully licensed Registered Representative (Securities) as per CIRO guidelines, by the requisite regulatory deadlines
• Life License (LLQP)
• Wealth Management Essentials (post-licensing requirement) 

What’s in it for you?

• We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
• We believe an inclusive and diverse work environment makes for happy and productive employees.
• We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
• We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
• We offer generous paid time off programs
• We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.

Please be advised specific location is to be determined and successful incumbent must be mobile within Southwestern Manitoba

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Digital Savviness, ability to effectively utilize mobile applications
• Bilingual - English and German Speaking an asset

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

RBCFP

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Digital Savviness, ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

RBCFP

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

What you’ll be doing… 

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, you will be provided in-depth training designed to allow you to provide exceptional service throughout the customer’s journey by: 

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for 
• Educating our customers, providing relevant insights and expert advice 
• Building customer’s plans using a holistic approach to help them achieve their goals 
• Nurturing strong, long-standing relationships 
• Developing, retaining, and growing the branch business by delivering against individuals and team sales goals that support a positive customer experience 

What you need to succeed… 

• How to build strong customer relationships and deliver excellent customer service 
• Demonstrated ability to meet and exceed business goals that align to a customer’s stated goals 
• To uncover and solve for customers’ needs 
• Mutual Funds licence and working towards the CIFP Diploma 

What we’re offering… 

• The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professionally development 
• A competitive compensation and benefits package 
• Internal training to support your growth and enhance your skills 
• An organization committed to making a difference in our communities– for you and our customers

What you’ll be doing… 

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, you will be provided in-depth training designed to allow you to provide exceptional service throughout the customer’s journey by: 

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for 
• Educating our customers, providing relevant insights and expert advice 
• Building customer’s plans using a holistic approach to help them achieve their goals 
• Nurturing strong, long-standing relationships 
• Developing, retaining, and growing the branch business by delivering against individuals and team sales goals that support a positive customer experience 

What you need to succeed… 

• How to build strong customer relationships and deliver excellent customer service 
• Demonstrated ability to meet and exceed business goals that align to a customer’s stated goals 
• To uncover and solve for customers’ needs 
• Mutual Funds licence and working towards the CIFP Diploma 

What we’re offering… 

• The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professionally development 
• A competitive compensation and benefits package 
• Internal training to support your growth and enhance your skills 
• An organization committed to making a difference in our communities– for you and our customers

What is the opportunity?
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Mutual Funds accreditation, or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.)

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• World-class sales training, coaching, and development opportunities
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career with RBC

Job Skills

Client Centricity, Collaboration, Critical Thinking, Curiosity

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.


What you’ll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships
• A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• A Mutual Funds licence and completed CIFP Diploma

What we’re offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Tesla is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.

Do you have what it takes to combine your financial expertise with quick business decisions to provide financial advice and stewardship? Do you possess the skill set to ensure resources are utilized and aligned to delivering the best value for each dollar? Be the financial expert who gives sound practical advice to your business partner. Use your innovative thinking and keen understanding of your business partner’s operations to provide timely, meaningful and accurate financial information.

Within the Financial and Corporate Services Department, you will be part of the Business Financial Analytics team supporting the financial needs of the Parks, Roads, Services branch within City Operations as they strive to create a safe, healthy, and vibrant city. 

Reporting to the Finance Manager and supporting the Senior Accountant, this position is responsible for delivering activities associated with the preparation of complex financial analytics and contributing to the development of financial recommendations or advice provided to clients in support of their operations.

Your success will be measured by your ability to achieve timely results in the context of a respectful, inclusive and service-minded style. With a focus on the City of Edmonton’s Cultural Commitments to Safe, Helpful, Accountable, Integrated and Excellent, you will:

• Provide financial analytics, strategic support and consultative services, facilitating a culture of strong financial governance and stewardship
• Contribute to the preparation and analysis of operating budgets, providing information to program managers to ensure accurate budget control and performance measurement
• Prepare a variety of management level reports, including monthly revenue and expenditure statements, reports on the financial implications of selected special projects, specialized statements, projections and estimated expenditures, with a focus on financial impacts related to changes and trends
• Conduct analysis of data to support budget adjustments ensuring that any rate/fee changes are considered; conducting comparisons, benchmarking, forecasting, projections, recovery ratios and links to agreements are all part of the considerations
• Contribute to the preparation of year-end financial statements and complete month-end and year-end closing of books, subject to review and approval, including preparing journal entries, analysis and meeting Corporate deadlines
• Provide support in preparing recommendations to Operations pertaining to financial policy and procedure,  analysis of cost drivers and identifying potential areas where financial issues may occur
• Work individually and as part of a team on specialized accounting assignments
• Provide technical and professional advice and assistance to department officials in matters pertaining to financial policy and procedure, cost analysis and budget preparation
• Provide cost accounting services to departments in areas of general cost reporting, inventory reconciliation and analysis of complex profit/cost relationships
• Provide support in business case development by generating reports and analysis to develop business case options for decision making by leadership/Council
• Provide support for capital lifecycle management as required
• Assist in the review and analysis of financial systems and initiate various improvements to upgrade the quality of financial and accounting systems
• Continuously improve processes and procedures to meet needs of internal clients alongside organizational and technology changes; champion business process changes on behalf of Financial Services
• Perform other related duties as required

Qualifications

• Minimum degree from a recognized post secondary institute in a related field
• Professional designation (CPA) is required
• Minimum three (3) years of progressively responsible related accounting experience preferably within the public sector environment, and in roles performing financial analytics. Experience working with operating financial planning and budgeting would be an asset
• Possess strong communication skills to build effective working relationships with business partners and to provide guidance and instruction to peers in the organization
• Requires thorough understanding of general accounting activities (i.e. budgeting, forecasting, financial analysis)
• Significant experience and proficiency in major financial and analytical software systems; a knowledge of the corporate financial system (SAP) and its interrelationship to departmental accounting operations would be an asset
• Ability to think logically and complete work with a high degree of accuracy
• High level of analytical and conceptual skills to identify and resolve complex financial problems
• Compliance with corporate and departmental policies and procedures, generally accepted accounting principles and CICA Handbook recommendations and Public Accounting Standards recommendations
• Excellent customer service while ensuring adherence to professional standards
• Effective prioritization and organizational skills
• Demonstrate alignment with the Cultural Commitments of Safe, Helpful, Accountable, Integrated and Excellent, fostering an environment for others to do the same. For more information on the City’s Cultural Commitments, please visit edmonton.ca/our-culture
• Demonstrate the foundational competencies, key behaviors and attributes of the City’s six leadership competencies: Courage, Inclusivity, Values-Based Influencer, Collaborative Networker, Systems Thinker and Creative Innovator.  For more information on the City’s leadership competencies, please visit edmonton.ca/our-culture
• Applicants may be tested

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.  You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

Is this role right for you? In this role, you will:

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• 3 years of experience in financial planning and investment sales.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation or  Institut québécois de planification financière (IQPF for Quebec residents) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

 What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• Ability to provide an excellent client experience without going to the branch.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. 

We are looking for an Accountant to join our rapidly growing team. You will be responsible for working closely with the Finance and Operations team to prepare cash flow reporting, assist with budgetary, payroll, CRA documentation, AR/AP and other projects as required by DLS. You will be involved in government remittance submissions, exchange rate tracking and reporting, and supporting the Finance and Operations Manager in other financial report preparations. The ideal candidate for this position is organized, has strong time management skills, is detail-oriented, works well in a team, and is a self-motivated individual who can work in a fast-paced environment. If you are a deadline-driven professional with a strong attention to detail and proven background in accounting, we want to hear from you! 

Responsibilities include but are not limited to:

A. Accounting & Finance: (70%)
•    Ensure compliance with legal, regulatory, and company procedures in accounting activities and reporting.
•    Use Sage 50 for posting day-to-day financial information, tracking performance, and supporting decision-making. 
•    Assist in the preparation of financial reports, budget reports, sales reports, etc.
•    Post supplier invoices, expense reports, and payments.
•    Maintain and reconcile subledger and GL accounts, conduct bank reconciliations, and manage accrued liabilities.
•    Track Accounts Receivable and Accounts Payables.
•    Contribute to employee payroll preparation and payment.
•    Assist with sales commission report preparation and payment.
•    Prepare for government remittances for payroll, GST/PST, EHT, WSIB and similar forms. 
•    Monitor foreign exchange rate. 
•    Prepare corporate credit card processing and reconciliations.
•    Track internal subscription renewal and payments. 
•    Manage internal purchase request forms. 
•    Assist in preparing government funding program responses and claims. 
•    Identify opportunities to automate and streamline accounting operations.
•    Handle other responsibilities and special projects assigned during employment.

B. Relationship Management: (30%)
•    Assist financial analysis for sales opportunities and prepare DLS quotes for clients.
•    Prepare and submit supplier purchase orders to vendors and distributors.
•    Prepare and submit client invoices and maintain a strong relationship with our clients’ A/P representatives.
•    Contribute and maintain database information for opportunity renewals and closing sales in Bullhorn.

REQUIREMENTS:
•    Bachelor's degree in Accounting or a related field from a college or university.
•    3+ years experience in Accounting or Finance, preferably in a small – medium size business.
•    Comprehensive knowledge of and ongoing awareness of accounting principles and government regulations governing business accounting and taxation rules.
•    Strong analytical skills with attention to detail
•    Ability to effectively meet multiple deadlines and manage multi-task activities.
•    Proficient problem-solving skills. 
•    Excellent communication skills (both written & oral) and strong teamwork.
•    Proficient in Microsoft Office (Word, Outlook, Teams), with advanced Microsoft Excel skills. 
•    Experience with financial software tools such as Sage or NetSuite is an asset.
•    Familiarity with business intelligence tools such as Power BI and Tableau is an asset. 

POSITION HIGHLIGHTS
•    Start Date: January 2024
•    Sector: Private
•    Open positions: 1
•    Location: Ottawa, on-site
•    Job Type: Full-time
•    Language Requirements: English
•    Security Clearance: Reliability Status cleared or eligible for Reliability Status clearance.