All jobs within 300 km around Shawinigan in Financial Services

Reporting to the Regional Manager, as a Financial Planner, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans. 

Duties & Responsibilities:

• As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), MD Insurance and MD Banking Products (Scotiabank).  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. 
• When not meeting with clients or identifying new clients, you will further your knowledge of advanced financial planning concepts including income tax, investment trends and products, and any other issues having an impact on MD clients. Your thorough understanding of compliance with all industry regulations will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company.
• As a Financial Planner, you will participate in facilitating seminars and information meetings throughout the region, as well as implementing marketing strategies to provide advice and information concerning investment programs and related services.
• Flexibility to travel, as required, is expected.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 
• Champions a high performance environment and contributes to an inclusive work environment. 

Education & Experience:

• Minimum of 5 years’ experience providing financial advice within the financial services industry coupled with a University degree in business, commerce or financial planning and hold the Certified Financial Planner (CFP) designation.  (For Quebec PL Fin is mandatory)
• IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90 day training
• Life License (LLQP) and a willingness to complete other regulatory requirements. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only)
• Wealth Management Essentials (post-licensing requirement)

Competency Requirements: 

• You are inspired by doing the best for your clients and by providing tailored and timely advice.
• You use your exceptional interpersonal skills to build rapport with and influence your clients and understand the critical importance of client trust.
• You have the ability to quickly and clearly understand the client’s perspective which in turn directly influences your choice of strategies and products and how you present them to clients.
• You are an outstanding communicator. You actively listen and tailor your response accordingly based on your client’s level of understanding and interest.
• You are a rapid responder – what’s urgent for your client is also urgent for you. You make ‘getting things done’ a priority.
• You take great pride in your personal development and enjoy learning new tools and techniques
• You embrace change and thrive in an ever-changing environment.
• You enjoy the collaborative process and look forward to partnering with other team members to best service your client.
• You have a breadth and depth of core financial products and a high-level of comfort and confidence in presenting this information to clients.

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. 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal 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 centers 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.
• You are bilingual, French and English, pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English because they will serve and English-speaking clientele

 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.

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you will be constantly on-site.

How you'll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

Customer Financial Relations Representative

In this role, you are responsible for supporting collections and customer service departments for Wolseley Canada's accounts receivable.

What are the benefits for you:

• Normal opening hours Monday to Friday
• Full benefits with fully Company paid premiums for the basic kit from the first day of employment
• Professional development and training opportunities
• Life, Disability and Wellness Insurance Program
• Retirement savings programs, including an RRSP and a defined contribution pension plan, with an employer contribution of up to 5.25%
• Paid vacation and sick leave, and a day off on your birthday!
• Bonus programs that include annual performance bonuses and a profit sharing plan
• Employee discounts on top brands of plumbing and HVAC/R products
• Tuition reimbursement for employees
• Employee Referral Program
• Reimbursement of safety shoes

What you will do:

• Resolve delinquent accounts by collecting late payments
• Encourage and promote our self-service website: Wolseley Express
• Handle a high volume of inbound calls from customers with billing and payment questions
• Perform, track and document collection activities
• Process and resolve inquiries from customers, branch staff, by telephone or email.
• Investigate and resolve disputes within the parameters of the policy
• Resolve billing issues leading to late payments and promote electronic invoicing.
• Resolve customer discrepancies such as discount chargebacks, term disputes, omitted invoices, unauthorized deductions, and misapplied payments.
• Identify and escalate accounts that require third-party action or legal action.
• Reconciliation of customer accounts, if applicable
• Monitor and manage the “Pending Shipment/Notification Display” screen within the authorized limits.

What you will bring:

• Minimum 3-5 years of credit/collection experience; proven track record of successful collections.
• CCP designation or pursuit of CCP designation is an asset.
• Experience working in a customer service role
• Excellent verbal and written communication and negotiation skills
• Ability to work independently
• Microsoft Office experience preferred (Word, Excel and Outlook).
• Attention to detail and precision
• Ability to exercise judgment
• Effective listening skills
• Excellent organizational, time management and interpersonal skills
   

Each submitted resume is individually reviewed by our team and kept for 24 months in case a great new opportunity that matches your skills and abilities arises.

Please note that this position requires the result of a satisfactory criminal record check. A criminal record under the Criminal Code and/or another federal criminal record does not automatically mean that you will not be eligible for the position.

What you will do

• Coordinate requests related to Finance applications such as Peoplesoft, Hyperion Financial Management, Hyperion planning, ARCS, Concur, Oracle Transportation Management (OTM), and Coupa.
• Support distribution of communication to core business areas of procure to pay (P2P), contract to cash (C2C), acquire to retire (A2R) and record to report (R2R) and manage team Outlook mailbox
• Coordinate with Finance Systems team members to provide reporting to internal and external audit requests.
• Manage JIRA/Service Now dashboard reports to support team meetings
• Data extracts to support internal and external stakeholder’s requirements
• Coordinate with Finance Accounting the submission and execution of Chart of Account requests

What we are looking for

• Creative and courageous, with the ability to manage in an environment of change to help us take bold, strategic moves in this rapidly evolving retail environment 
• Action oriented, and comfortable taking calculated risks to better serve our customers and business 
• Outcome focused thinkers with the ability to analyze and visualize, to ensure continuous improvement of our financial systems across our entire business 
• Collaborative team players who build relationships easily across various stakeholder groups
• Team players who build and develop relationships that effectively anticipate and respond to disruption, while consistently delivering strong performance 

What you will bring

• Minimum 2 years’ experience with Microsoft Office suite, Outlook, Excel, Word, PowerPoint
• Strong written and verbal communication skills
• Exceptional organizational skills and the ability to handle multiple work assignments simultaneously.
• Experience with JIRA, Confluence, and/or Service now would be an asset.
• Experience with JIRA and/or Service now would be an asset.

The Senior Analyst, Finance is a key member of the Specialty Meats Finance team. With a strong professional and technical background, the Senior Analyst, Finance provides analytical and financial skills through monthly financial reporting and variance analysis, is a strong business partner to the plant management team to drive process improvements, and provides compliance to financial policies and procedures. This role has frequent interactions with employees/management at various levels of the business and across multiple manufacturing facilities.
Any AML team member interested in this position is encouraged to apply online by June 29. Applications received after this date are not guaranteed consideration.

A glimpse of the exciting activities you will be responsible for:

• Provide timely and accurate daily and weekly cost reports to the plant management team.
• Provide accurate weekly and monthly forecasts for entire plant results.
• Manage month-end financial activities and interpretation of financial statements.
• Identify cost improvement opportunities and recommend and support potential solutions.
• Play a key role in developing new product costing (from development to launch) and ensuring current product costs reflect the manufacturing process by product.
• Support savings tracking for capital projects.
• Conduct periodic overhead analysis and provide the management team with the information required to make spending decisions.
• Work with the plant team to ensure that financial documents and implementation plans contain the relevant analyses and justifications required to support investments.
• Manage the entire budget process for the plant. Work with functional superiors to ensure the budget proposal is complete, accurate and submitted on time.
• Ensure that accounting policies are aligned with International Financial Reporting Standards (IFRS) and approved company policies.
• Enforce C3 Standard to ensure essential inventory and purchasing procedures are followed and submit quarterly self-assessments.
• Guide and coach non-financial sector managers on control and compliance issues.
• Assemble and categorize documentation and control activity-related documents (proof of delivery, purchase orders, invoices, receiving documents, rental contracts, inventory count documents).
• Support reliability management through tracking and reporting metrics on key performance indicators.
• Manage financial data across multiple platforms including SAP, Power BI and Microsoft Suite

The role of the Payroll Specialist is to provide administrative support to the St. Constant plant, bringing thoroughness and organization in the activities of the various departments. Ensure hourly payroll and benefits management; daily liaison in submitting employee issues. Perform regular accounting tasks and participate in safety initiatives in the market area.  

Key Responsibilities

Safety:

• Acts as a role model in matters of safety, environmental stewardship, leadership, teamwork, and continuous improvement to ensure consistency with the company’s vision and decisive success factors.

Pay-HR:    

• Responsible for the bi-weekly pay closing process for hourly employees.
• Supports the hiring process of temporary and permanent unionized workers.
• Processes the termination of employee/contract of temporary unionized workers.
• Maintains personnel registers (active personnel reports - absenteeism, overtime) and for emergency evacuations, database report for emergency calls and others, time-off journal (vacation, sick leave, etc.).
• Submits requests in SAP for hourly employees’ employment changes, hires, layoffs, and termination.
• Organizes the physical evaluation of new employees.
• Works with union officers in applying and interpreting the collective agreement. Implements all changes to the collective agreement upon renewal.
• Prepares and ensures follow-up of CNESST and health benefits files.

Administration:

• Creates purchase requisitions, follows up on POs and processes invoices/bills of lading related to HR.
• Plans and organizes and United Way (Centraide) fund-raising campaign.
• Prepares manual invoices: union leave, etc. Acts as replacement for Accounts Payables and Training administrative assistants.

Relationships with Others’ Jobs:

• Works closely with the plant’s Service Reps, including the Plant Manager, Managers and Supervisors.
• Work with various departments, such as HR, Finance and Purchasing.

Dimensions: 

• Pay: bimonthly production for 100 employees
• Plant Annual Production Capacity: 550 000m3
• Direct Reports: 0
• Total Number of Employees: 125
   

Qualification Profile

Education s and Work Experience

• High School Diploma (DEP) in Administration, with at least 5 years work experience in a similar work environment OR Professional College Diploma in Administration with 3 years’ experience.
• Payroll experience in a unionized environment a significant asset.

Knowledge and skills

• Good knowledge of MS Word, Excel, PowerPoint  
• Knowledge in enterprise resource planning software (SAP), an asset.
• Excellent organizational skills. 
• Strong interpersonal skills. 
• Expertise in priority and multiple requests management. 
• Efficient team work with a minimum of supervision. 
• Ability to take initiatives. 
• Bilingualism (French and English), spoken and written. 

Job Specific competencies    

• Drive for results
• Interpersonal saavy
• Organizational agility
• Problem solving
• Timely decision-making       
• Customer Focus
• Integrity and trust
• Listening
• Priority setting 

We thank you for your interest. Only candidates selected for an interview will be contacted.  Lafarge is committed to the principles of employment equity and encourages the applications from women, visible minorities, and persons with disabilities.

The Senior Financial Analyst (FA III) provides complex transactional support for a process within a full accounting cycle and is involved in full accounting cycle for a client contract (s) or business unit(s).  At this level, the incumbent typically supports multiple portfolios and complex transactions.

KEY DUTIES & RESPONSIBILITIES

Month End Close

• Review project revenue/gross margins & unbilled backlog analysis with the finance/operational leaders for month end review.
• Prepare the revenue recognition entries (using percentage of completion revenue recognition) with supporting
  documents/calculations as required.
• Conduct project financial close out and reconciliation.
• Record journal entries, and maintain and reconcile general ledger to the job cost and other sub ledgers.
• Answering internal and external financial inquiries as it relates to the specific client account.
• Perform timely month end close and ensure recording all pertinent transactions including project /labour / various monthly accruals.
• Ensure / investigate Accounts Receivable collection, and explanation for overdue balances.
• Prepare monthly reports for specific client accounts.

Financial Planning & Analysis Support

• Conduct detailed profitability analysis of variances between planned, forecasted, and actual figures
• Assistance in conducting accurate and complete forecasting of revenue and margins by project
• Provide support for process improvement initiatives
• Provide support for job costing and pricing
• Prepare other ad hoc reports for management as required
• Understand GAAP requirements, particularly around revenue recognition
• Understand basic interactions between financial systems related to the portfolio supported

KNOWLEDGE & SKILLS REQUIRED

• 3-6 years of progressive experience in public accounting or industry roles
• University graduation or professional certification (e.g. P. Eng, CMA, CGA or equivalent courses)
• Ability to communicate basic accounting principles to support procedures and to explain financial results within the team and to internal customers.
• Ability to complete and resolve assigned complex account reconciliation which sees the highest transaction volume or deal with multiple portfolios or business units.
• Ability to reconcile and resolve discrepancies between general ledger and sub ledger.
• Ability to identify and provide recommendations for issues and process improvement opportunities at account and business unit level following GAAP procedures.
• In-depth understanding of audit requirements within scope of responsibility.
• Ability to provide input to process documentations and business cases; write variance explanations, summaries of findings and recommendations.
• Advanced level knowledge of current accounting systems and MS Office suite of software
• Understanding of more complex accounting issues like revenue recognition (% completion/project accounting)
• Excellent analytical abilities, including advanced Excel skills to assist with financial modeling (pivot tables, vlookup, etc.)
• Ability to operate in high growth environments with an view of implementing more standard processes and best practices
• Strong process improvement and/or implementation experience
• Detail oriented, self-starter with strong interpersonal, and communication skills
• Proactive and good problem solving skills

• Completed an Accounting designation program (CGA, CMA, CPA)