All jobs within 200 km around Surrey in Financial Services

Location(s): Help Headquarters 

Job Type: Full Time 

myWork Options: In-person, Hybrid

Background Screening Requirement: 

• Enhanced Criminal Record Check
• Credit Check
• Employment Verification
• References

What’s the job?

As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members.  You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.  

What you’ll get to do:

• Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
• Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects;
• Lead with advice, counselling members on investment strategies and other financial decisions;
• Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
• Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;
• Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;

Who are we looking for?

Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.

Key skills required:

• 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
• CFP designation required;
• TEP and/or CPA designation are an asset;
• Eligible to be registered with the BC Securities commission to sell mutual funds;
• Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH);
• Familiarity with financial planning software, Morningstar & Salesforce programs;
• Demonstrated sales skills with an ability to self-source business as well as referral business;
• Advanced knowledge of a variety of investment products;
• Solid knowledge with life insurance products and administration.

Weekend Availability Required: Saturdays and Sundays

PepsiCo’s mission is to create smiles with every sip and every bite. We are committed to bringing our beloved consumer brands to market while doing good for the planet and our communities. Our success lies in our people. We offer our employees opportunities to make a meaningful impact, gain new skills and build successful careers in a diverse and inclusive workplace. Bring your unique perspective. Bring curiosity. Bring ingenuity. Bring drive. Because what makes you unique, makes us better. 

Responsibilities

About You

You’re ambitious and hard-working and see every challenge as an opportunity. You pride yourself on being motivated, strong and a team player, and you have strong organizational skills. You want a job that will maximize your earning potential as well as open doors for the future and prefer to be out in the world rolling up your sleeves than behind a desk all day. 

Your experience may include customer service. This is a great role for students in all kinds of programs. It’s also a great fit for people who work successfully with a high degree of independence and have experience dealing with people. 

In this role you will help us get our famous brands to the people who love themacrossCanada.Here’swhatyou’llbe doing:

• Merchandising Pepsi products into store shelving, racks, coolers and displays using manual or powered equipment 

• Supporting execution of store promotions by ensuring all shelves are filled and promotional materials are maximized  

• Working collaboratively with the Account Sales Representatives and Delivery teams to provide top quality servicing of all Pepsi accounts 

• Maintaining back-room stock in neat and orderly condition 

• Rotating out expired products to ensure freshness of Pepsi products 

Qualifications

• You have a High School Diploma, Professional Studies Diploma or Equivalence 

• You hold a valid Drivers License and have access to your own vehicle 

• You’re physically fit (lifting large items up to 50 lbs. is part of the job) 

• You enjoy working independently and are self-motivated 

• You have excellent time management skills  

Additionalskills you may have (notrequired, these are assets)

• Prior merchandising or customer service experience 

• Previous grocery store experience  

What you can expect from us: 

• A working environment that puts health and safety first 

• $22.35 per hour with full-time hours and overtime opportunities 

• Great people and culture – proudly bring your whole self to work!  

• Future opportunities. We are one of Canada’s top 10 employers of youth. Ask us more in your interview! 

Property management accounting

• Maintain lease and tenant information in Yardi, and process annual rent schedules
• Prepare operating cost reconciliations for tenants and respond to tenant inquiries
• Review and ensure accuracy of rent rolls
• Coordinate chargebacks to tenants
• Calculate monthly management fees
• Support property budget process
• Prepare budget variance analysis reports and report significant variances
• Set up new properties, record fixed asset purchases and set up amortization schedules
• Support asset valuation calculations
• Work closely with the property management and leasing teams

Health Benefits

We encourage a healthy work environment and support programs that promote a healthy lifestyle for us all.

Career Development

We provide the freedom and support for you to take your career to the next level so that you can put your best work forward.

Beedie Cares

Through our Beedie Cares initiative, employees give back by volunteering in local communities.

Full cycle accounting

• Maintain the general ledger and ensure consistency with GAAP, including accruals, amortization, and bad debts
• Oversee AR, including reporting and assisting with collections
• Monitor the AP cycle, including approving invoices and purchase orders
• Ensure sources and uses of funds are appropriately monitored to:
• meet working capital requirements in accordance with the budget
• maintain owner equity requirements including distributions and capital calls
• Prepare requisitions for intercompany reimbursements and investor distributions
• Meet monthly, quarterly, and year-end deadlines including preparation interim and year-end reports, trial balances, financial statements, and consolidated working papers

Other duties

• Support treasury team with property financings
• Review employee expense reimbursement requests
• Communicate key issues with management
• Proactively problem solve and identify areas for improvement
• Assist with special projects and other duties as assigned by management

Desired Skills and Experience

• Completion of accounting designation (CMA, CGA, CA, CPA) and university level education
• Minimum 5 years of progressive experience in property management and a full-cycle real estate accounting environment
• High level experience in computer skills including Yardi, Microsoft Office (Excel, Word, SharePoint, Teams)
• Strong attention to detail balanced with an curiosity and awareness of the bigger picture
• Strong work ethic and sense of responsibility and confidentiality
• Strong decision making, communication (both verbal and written), and analytical skills
• Proven ability to work proactively both independently and in a collaborative team environment
• Able to balance competing priorities and prioritize deliverables while keeping stakeholders informed of progress

• Receive, sort and code invoices and supporting documents
• Ensure invoice information is accurate
• Match invoices to supporting documentation such as purchase orders and tickets
• Enter invoices into Yardi (electronic invoice approval software)
• Maintain Vendor database, and verbally verify Vendor information
• Prepare bi-weekly reports for invoices that surpass their due dates
• Assist manager in month-end closing duties
• Assist in maintaining all intercompany AR & AP records
• Communicate with internal & external stakeholders to ensure strong relations are maintained
• Follow all aspects of month end close activities to meet deadlines
• Assist with preparation of audit information and support
• Handle special projects, responsibilities and other duties as assigned by Management

Health Benefits

We encourage a healthy work environment and support programs that promote a healthy lifestyle for us all.

Career Development

We provide the freedom and support for you to take your career to the next level so that you can put your best work forward.

Beedie Cares

Through our Beedie Cares initiative, employees give back by volunteering in local communities.

Desired Skills and Experience

• Minimum 1 year of experience in accounts payable.
• Intermediate skills in Microsoft Excel
• Attention to detail and high level of accuracy.
• Accurate and fast keypunch ability and good aptitude with numbers
• Ability to prioritize work and manage multiple tasks, likely with competing priorities
• Ability to regularly interact with staff and management to provide or obtain related information
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, operation of calculators, copy machine, etc
• Strong work ethic, sense of responsibility and confidentiality
• Strong decision making, communication (both verbal and written), and analytical skills
• An organized self-starter who is able to work independently
• Strong interpersonal skills and the ability to contribute effectively within a team environment
• Intermediate to advanced knowledge of Yardi accounting software an asset

• Receive, sort and code invoices and supporting documents
• Ensure invoice information is accurate
• Match invoices to supporting documentation such as purchase orders and tickets
• Enter invoices into Yardi (electronic invoice approval software)
• Maintain Vendor database, and verbally verify Vendor information
• Prepare bi-weekly reports for invoices that surpass their due dates
• Assist manager in month-end closing duties
• Assist in maintaining all intercompany AR & AP records
• Communicate with internal & external stakeholders to ensure strong relations are maintained
• Follow all aspects of month end close activities to meet deadlines
• Assist with preparation of audit information and support
• Handle special projects, responsibilities and other duties as assigned by Management

Health Benefits

We encourage a healthy work environment and support programs that promote a healthy lifestyle for us all.

Career Development

We provide the freedom and support for you to take your career to the next level so that you can put your best work forward.

Beedie Cares

Through our Beedie Cares initiative, employees give back by volunteering in local communities.

Desired Skills and Experience

• Minimum 1 year of experience in accounts payable.
• Intermediate skills in Microsoft Excel
• Attention to detail and high level of accuracy.
• Accurate and fast keypunch ability and good aptitude with numbers
• Ability to prioritize work and manage multiple tasks, likely with competing priorities
• Ability to regularly interact with staff and management to provide or obtain related information
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, operation of calculators, copy machine, etc
• Strong work ethic, sense of responsibility and confidentiality
• Strong decision making, communication (both verbal and written), and analytical skills
• An organized self-starter who is able to work independently
• Strong interpersonal skills and the ability to contribute effectively within a team environment
• Intermediate to advanced knowledge of Yardi accounting software an asset

• Receive, sort and code invoices and supporting documents
• Ensure invoice information is accurate
• Match invoices to supporting documentation such as purchase orders and tickets
• Enter invoices into Yardi (electronic invoice approval software)
• Maintain Vendor database, and verbally verify Vendor information
• Prepare bi-weekly reports for invoices that surpass their due dates
• Assist manager in month-end closing duties
• Assist in maintaining all intercompany AR & AP records
• Communicate with internal & external stakeholders to ensure strong relations are maintained
• Follow all aspects of month end close activities to meet deadlines
• Assist with preparation of audit information and support
• Handle special projects, responsibilities and other duties as assigned by Management

Health Benefits

We encourage a healthy work environment and support programs that promote a healthy lifestyle for us all.

Career Development

We provide the freedom and support for you to take your career to the next level so that you can put your best work forward.

Beedie Cares

Through our Beedie Cares initiative, employees give back by volunteering in local communities.

Desired Skills and Experience

• Minimum 1 year of experience in accounts payable.
• Intermediate skills in Microsoft Excel
• Attention to detail and high level of accuracy.
• Accurate and fast keypunch ability and good aptitude with numbers
• Ability to prioritize work and manage multiple tasks, likely with competing priorities
• Ability to regularly interact with staff and management to provide or obtain related information
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, operation of calculators, copy machine, etc
• Strong work ethic, sense of responsibility and confidentiality
• Strong decision making, communication (both verbal and written), and analytical skills
• An organized self-starter who is able to work independently
• Strong interpersonal skills and the ability to contribute effectively within a team environment
• Intermediate to advanced knowledge of Yardi accounting software an asset

• Receive, sort and code invoices and supporting documents
• Ensure invoice information is accurate
• Match invoices to supporting documentation such as purchase orders and tickets
• Enter invoices into Yardi (electronic invoice approval software)
• Maintain Vendor database, and verbally verify Vendor information
• Prepare bi-weekly reports for invoices that surpass their due dates
• Assist manager in month-end closing duties
• Assist in maintaining all intercompany AR & AP records
• Communicate with internal & external stakeholders to ensure strong relations are maintained
• Follow all aspects of month end close activities to meet deadlines
• Assist with preparation of audit information and support
• Handle special projects, responsibilities and other duties as assigned by Management

Health Benefits

We encourage a healthy work environment and support programs that promote a healthy lifestyle for us all.

Career Development

We provide the freedom and support for you to take your career to the next level so that you can put your best work forward.

Beedie Cares

Through our Beedie Cares initiative, employees give back by volunteering in local communities.

Desired Skills and Experience

• Minimum 1 year of experience in accounts payable.
• Intermediate skills in Microsoft Excel
• Attention to detail and high level of accuracy.
• Accurate and fast keypunch ability and good aptitude with numbers
• Ability to prioritize work and manage multiple tasks, likely with competing priorities
• Ability to regularly interact with staff and management to provide or obtain related information
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, operation of calculators, copy machine, etc
• Strong work ethic, sense of responsibility and confidentiality
• Strong decision making, communication (both verbal and written), and analytical skills
• An organized self-starter who is able to work independently
• Strong interpersonal skills and the ability to contribute effectively within a team environment
• Intermediate to advanced knowledge of Yardi accounting software an asset

POSITION SUMMARY

Reporting to the Senior Manager, Financial Analysis & Reporting, the Manager, Financial Analysis & Reporting is responsible for coordinating and developing the preparation of monthly, quarterly and annual financial reports and other financial analyses for review by Finance Senior Management, and subsequent presentation to the Executive, Board, external partners, the Ministry Responsible for Housing, Treasury Board/Staff and the Canada Mortgage Housing Corporation (CMHC). He/she/they conducts financial and cost/benefit analyses of current and anticipated programs and initiatives, prepares financial analysis and models to support the development of Treasury Board and Cabinet submissions, and leads and manages special projects of a financial analysis and reporting nature. The position is responsible for preparing long term cash flow forecasts and overseeing the preparation of various reports for the Commission’s programs and initiatives, including business case submissions to the Ministry Responsible for Housing, Treasury Board and/or Cabinet to support the in-year expenditure management and annual provincial budget processes. The position manages the core financial structure of the Finance system, JD Edwards EnterpriseOne (JDE1), develops and manages models, programs and reporting tools to support business and corporate reporting requirements, and designs and develops financial reports to provide current, sensitive and relevant information for decision making. The incumbent provides advice and guidance to Commission managers regarding the effective use of financial resources and options to enhance financial and business performance.  

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• Bachelor’s degree in commerce, business administration, finance, public administration, economics or a related field.
• Considerable experience in a large computerized accounting operation in the public sector, including considerable experience in financial reporting and analysis.
• Chartered Professional Accountant (CPA) designation or equivalent is an asset
• Or an equivalent combination of education, training and experience acceptable to the Employer.

 KNOWLEDGE, SKILLS AND ABILITIES:

• Extensive knowledge of financial reporting/analysis models and frameworks and considerable knowledge of financial, accounting and reporting systems, processes and controls.
• Considerable knowledge of financial reporting and analysis functions within the government environment.
• Ability to learn and understand mission-critical corporate enterprise applications (i.e. JDEdwards, WebFOCUS, and the Central Property System (CPS)).
• Ability to learn and understand the Commission’s programs and operating requirements, relevant legislation, and the role of central agencies.
• Ability to distil complex and technical financial and policy/program information and effectively communicate considerations and implications to an executive audience through verbal briefings as well as clear writing of reports and business case submissions.
• Ability to work independently as well as function effectively as part of a team in a fast-paced deadline-oriented environment.
• Ability to conduct research, undertake complex financial analyses and facilitate improved financial and business decision-making.
• Ability to manage relationships and exercise tact, diplomacy and good judgment when dealing with a broad range of audiences.
• Ability to exercise independence of action in participating and providing program/service recommendations as a member of the management team.
• Ability to provide expert opinions/briefings, advice to senior management on identified and emerging issues impacting program or service goals, outcomes or efficiencies.
• Ability to lead, coach and motivate staff in a team setting.
• Ability to demonstrate initiative and follow-through skills including the ability to work under the direction of, or leading several people, organize and prioritize work, and meet deadlines within shifting environments.
• Strategic orientation, detail orientation and well-developed business acumen skills.
• Effective communication, writing, presentation and interpersonal skills.
• Strong research, analytical, problem solving and conceptual thinking skills.
• Proficient in the use of Microsoft applications including Outlook, Excel, Word and PowerPoint.

POSITION SUMMARY

Reporting to the Manager, Budgeting and Forecasting or the Manager, Financial Analysis and Reporting, the Budget and Financial Analyst prepares complex and comprehensive financial analyses and reports and participates in the annual budget process. He/she/they provides consulting services to staff in other departments in regard to managing, analysing and verifying financial data.

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• Bachelor’s degree in business, economics, accounting, finance, or in a relevant subject field.
• Considerable work experience in a high volume computerized financial accounting environment carrying out complex financial analysis, reporting, budgeting and forecasting functions.
• Or an equivalent combination of education, training, and experience acceptable to the employer.

 KNOWLEDGE, SKILLS AND ABILITIES:

• Considerable knowledge of budgeting and financial reporting functions within the public sector environment.
• Considerable knowledge of financial, accounting and reporting systems, processes and controls.
• Considerable knowledge of accounting concepts and processes.
• Knowledge of government decision-making and policy development processes and structures.
• Advanced Microsoft Excel skills.
• Strong written and verbal communication and interpersonal skills.
• Ability to learn and understand mission-critical corporate enterprise applications and IT systems (i.e. JDE1 and WebFOCUS).
• Ability to exercise attention to details with high degree of accuracy especially working with numbers and dollars.
• Ability to take initiative proactively and work independently.
• Ability to handle multiple tasks and work under tight deadlines with changing priorities.
• Strong research, analytical, problem solving and conceptual thinking skills.
• Strong organizational and time management skills.

Reporting to the Senior Manager, Financial Analysis & Reporting, the Manager, Financial Analysis & Reporting is responsible for coordinating and developing the preparation of monthly, quarterly and annual financial reports and other financial analyses for review by Finance Senior Management, and subsequent presentation to the Executive, Board, external partners, the Ministry Responsible for Housing, Treasury Board/Staff and the Canada Mortgage Housing Corporation (CMHC). He/she/they conducts financial and cost/benefit analyses of current and anticipated programs and initiatives, prepares financial analysis and models to support the development of Treasury Board and Cabinet submissions, and leads and manages special projects of a financial analysis and reporting nature. The position is responsible for preparing long term cash flow forecasts and overseeing the preparation of various reports for the Commission’s programs and initiatives, including business case submissions to the Ministry Responsible for Housing, Treasury Board and/or Cabinet to support the in-year expenditure management and annual provincial budget processes. The position manages the core financial structure of the Finance system, JD Edwards EnterpriseOne (JDE1), develops and manages models, programs and reporting tools to support business and corporate reporting requirements, and designs and develops financial reports to provide current, sensitive and relevant information for decision making. The incumbent provides advice and guidance to Commission managers regarding the effective use of financial resources and options to enhance financial and business performance.

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• Bachelor’s degree in commerce, business administration, finance, public administration, economics or a related field.
• Considerable experience in a large computerized accounting operation in the public sector, including considerable experience in financial reporting and analysis.
• Or an equivalent combination of education, training and experience acceptable to the Employer.

 KNOWLEDGE, SKILLS AND ABILITIES:

• Extensive knowledge of financial reporting/analysis models and frameworks and considerable knowledge of financial, accounting and reporting systems, processes and controls.
• Considerable knowledge of financial reporting and analysis functions within the government environment.
• Ability to learn and understand mission-critical corporate enterprise applications (i.e. JD Edwards, WebFOCUS, and the Central Property System (CPS)).
• Ability to learn and understand the Commission’s programs and operating requirements, relevant legislation, and the role of central agencies.
• Ability to distil complex and technical financial and policy/program information and effectively communicate considerations and implications to an executive audience through verbal briefings as well as clear writing of reports and business case submissions.
• Ability to work independently as well as function effectively as part of a team in a fast-paced deadline-oriented environment.
• Ability to conduct research, undertake complex financial analyses and facilitate improved financial and business decision-making.
• Ability to manage relationships and exercise tact, diplomacy and good judgment when dealing with a broad range of audiences.
• Ability to exercise independence of action in participating and providing program/service recommendations as a member of the management team.
• Ability to provide expert opinions/briefings, advice to senior management on identified and emerging issues impacting program or service goals, outcomes or efficiencies.
• Ability to lead, coach and motivate staff in a team setting.
• Ability to demonstrate initiative and follow-through skills including the ability to work under the direction of, or leading several people, organize and prioritize work, and meet deadlines within shifting environments.
• Strategic orientation, detail orientation and well-developed business acumen skills.
• Effective communication, writing, presentation and interpersonal skills.
• Strong research, analytical, problem solving and conceptual thinking skills.
• Proficient in the use of Microsoft applications including Outlook, Excel, Word and PowerPoint.