All jobs in Financial Services

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.

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates don’t need experience, training will be provided

Physical Requirements:

• The candidates should be capable of thriving in a fast-paced environment

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (Work Permit) to work in Canada

• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• The candidates should be able to operate a cash register, process money, cheques, and credit/debit card payments
• The candidates should be able to calculate daily/shift payments received and reconcile them with total sales, as well as greet customers

Benefits:

• The candidates will get free parking available, on-site amenities, and parking available

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Be prepared for the screening questions. Include answering the following questions while applying:

• Are you currently legally able to work in Canada?
• Are you willing to relocate for this position?
• Do you have previous experience in this field of employment?

Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

Meaningful work you’ll be part of

As a PwC Private, Tax, Manager, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to:

• Deal effectively with ambiguous and unstructured problems and situations

• Initiate open and candid coaching conversations at all levels

• Move easily between big picture thinking and managing relevant detail

• Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required

• Contribute technical knowledge in the relevant areas of specialization

• Contribute to an environment where people and technology thrive together to accomplish more than they could apart

• Navigate the complexities of cross-border and/or diverse teams and engagements

• Initiate and lead open conversations with teams, clients and stakeholders to build trust

• Uphold the firm's code of ethics and business conduct

Experience and skills you’ll need to solve

• Experience delivering tax consulting and tax compliance services in an accounting firm

• Master Degree in Tax or working towards/completion of Levels I, II and III of the CPA In-depth Tax Course an asset

• CPA, CA or other relevant professional designation

• Ability to work effectively under pressure and manage multiple assignments in an organized manner

• Strong interpersonal skills and communication skills

• Superior problem solving skills, excellent verbal, written and presentation skills

• Strong analytical capability, sound business sense and creative mind that have earned you a reputation of providing excellence in client service

• An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work

• A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives

Why you’ll love PwC
We’re inspiring and empowering our people to change the world. Powered by the latest technology, you’ll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life.

Purpose of Job:

As a member of the Operations and Corporate Services team supporting Reconciliation, and working in close partnership with the Domestic Branches, internal partners and various external vendors, the Accounting Officer (AO) provides specialized reconciliation services in a customer focused centralized Centre of Expertise environment.   The AO is responsible reconciling, balancing, investigating exceptions and processing adjustments to customer accounts and the Bank’s GL asset and liability accounts in accordance with approved procedures.  The AO also provides day to day operational assistance and guidance to team members as it relates to reconciliation activities.  

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

• Delivers an Exceptional Customer Experience  by providing the best-in-class customer service  through the  timely and accurate handling of all inbound inquiries received via multiple channels (e.g.: fax  incoming mail, fax or other electronic methods)  within established Service Level Agreements and Service quality standards. This includes providing training to team members to ensure seamless service delivery.
• Ensures that the daily work volumes within the assigned reconciliation area are organized and distributed amongst the team resources and that service and quality levels are maintained. This involves daily verification and approval of team member processing where required as well as recommending and assisting with reallocation of resources in areas requiring additional support due to unplanned activities (volumes etc.).
• Ensures and reports on trending  or risk related issues within the transits serviced and initiates and contributes recommendations to address root cause with a view to driving increased efficiency balanced with reduced operational risk within the team.
• Ensures the accurate and timely completion of daily customer exception reporting through investigation, validation and correction processing.  Escalating unusual items in a timely manner based on exception type to the Manager/Assistant Manager, with appropriate recommendations where required.
• Balances and reconciles on behalf of domestic branches, multiple business and product owners, and third party vendors (e.g.: ABM service providers, Symcor) all related suspense accounts, monthly balancing and financial returns including taking appropriate action for corrections or adjustments.
• Validates, maintains and reports where required on daily, monthly, quarterly, annual and periodic basis, activities related to GL balances, ABM Centralized deposit/Investigation and AFT.  Updates Customer Information System based on information received from customers, branches, business partners, and other units across Canada while maintaining the confidentiality of customer information at all times.
• As the subject matter expert (SME) in Reconciliation, actively participates in consultations with partners for technology enhancements and takes initiative in identifying process enhancements that drive increased efficiencies within the unit.
• Participates in meeting the Bank’s regulatory and financial reporting requirements
• Follows all Bank policies and procedures and codes of conduct. Ensuring knowledge of day-to-day operations within the unit on matters of Compliance, Anti-Money Laundering Compliance, and Privacy matters, and escalation of such; Understanding the Business Continuity Plan and contributing to its effective execution

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

• Thorough knowledge of Branch processing is considered an asset (FFT, ABM balancing, Investment Platform, Investigations, IRIS, corrections, Support package) 
• Thorough knowledge of all reconciliation activities that are supported within the department. 
• Demonstrated ability to learn multiple complex applications or good knowledge of RPM, FundServ, CGI, is considered an asset.
• Thorough knowledge of operating procedures as it relates to financial returns and reporting
• Excellent knowledge of MS Office including spreadsheet management.
• Ability to deal effectively with Branch/customer complaints, referring to a Manager/Supervisor where necessary, to ensure resolution is obtained to the complete satisfaction of all parties involved, the Customer, the Bank, and Reconciliation department.
• Demonstrated flexibility in a constantly changing environment (procedural and automated), being versatile and able to provide cover on several posts at different times and at different levels on any given day concurrently, as determined by planned and unplanned absences. .
• Excellent communication skills (written and verbal) to communicate during the investigation and reconciliation processes with multiple partners across the Bank and with OFI and external partners and to provide on the spot coaching to team members.
• Good time management skills to effectively manage workload which is subject to unplanned spikes in volumes

Some more information you might want to know.

• Standard office environment.  While work type is predictable, often an unpredictable fluctuation in transaction volumes, exception items and financial reporting activity (month, quarter and year end activities) can cause considerable disruption with respect to timing as well as accuracy/reliability. Systems changes and implementation of new products create by nature, increased attention to new procedures and lower productivity that must be accounted for and resolved

 Purpose

The Account Associate, Custody Services, provides and delivers proactive administrative and client service support to Account Managers and client portfolios of various size and complexity, servicing wealthy private clients, institutional investors and partners including investment counsellors and consultants, both internal and external to Scotiabank. The Account Associate may support specific Account Managers directly or be part of a Central Unit that supports various functions on behalf of Custody teams and other Scotiatrust branches nationally, performing in compliance with governing regulations, internal policies and procedures.

Accountabilities

• Assist the Account Manager or Central Team in providing a best in class, proactive and personalized client experience to high net worth clients and partners, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
• Provide effective back-up in the absence of the Account Manager or Account Associate peers by demonstrating a detailed knowledge of the accounts and/or administrative functions and by responding to the client and partner needs in a timely manner, referring matters to other resources where appropriate.
• Proactively liaise with internal support groups (ie. GWO, SWM-Operations), to investigate and resolve issues, while also collaborating and sharing knowledge with colleagues and partners on processes, policies, and procedures.
• Process new account openings, review and set-up client files in a timely and accurate manner. Assist with the collection and validation of client documentation and AML/KYC materials.
• Process deposits, contributions, withdrawals, trade & forex and other client entries with a high degree of accuracy in accordance with policies, procedures and best practices.
• Monitor account activity and cash positions ensuring adherence to policy and procedure and identify unusual account activity or operational issues to the Manager or Market Lead.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Ensuring thorough knowledge and strict adherence to the Bank’s Global Sales Practices.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls in order to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

Dimensions

• Operates in one of 3 regional teams in Canada supporting Account Managers or the Custody Services Manager (central team Toronto) in the daily servicing of client custodial accounts.
• Daily interaction with mid-office support areas and with Scotia Wealth partners (i.e. 1832 AM LP, Jarislowsky Fraser, MD Mgmt, Private Banking)
• Independent administration of accounts with authorization to approve payments up to $10k
• Adopts and participates in various service improvement initiatives throughout the year
• Utilizes Scotiatrust’s book of record system, Broadridge/CanTrust, and associated work flow tools
• OSFI-regulated environment with developing knowledge of CRA-regulated registered plans

Education / Experience / Other Information

• Post-secondary degree or diploma
• Developing experience in financial services industry and focus on securities administration
• Strong end-user computer skills

Working Conditions

• Work in a standard office-based environment; non-standard hours are a common occurrence.

What your role will be…
Senior Financial Advisor

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.