All jobs within 400 km around Princeville in Financial Services

What your role will be…
 

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 and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• To uncover and solve for customers’ needs
• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…

• The opportunity to join a forward-thinking 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.

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. 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. 

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. 

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

• Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
• Exercising a collaborative approach when dealing with peers, clients, and partners. 
• Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. 

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

• Experience in financial planning and investment sales is preferred.
• Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner(CFP®) designation. 
• You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
• You're able to work independently as a self-motivated entrepreneur with minimal supervision.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. 

What’s in it for you?

• A competitive compensation and benefits package 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.
• A work culture that promotes diversity, respect, and inclusion.
• An organization committed to making a difference in our communities – for you and your clients.

#financialplanner

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’ll be on-site full-time.  

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

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Summerside-245 Water Street

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

We are searching for an Accountant II to join our Finance Team based in Halifax, Nova Scotia.

Meaningful Benefits

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our residents. Additional benefits include:

• Comprehensive health and dental benefits plan including an Employee and Family Assistance Program
• Access to virtual healthcare 24/7 for FREE through the group health benefit plan
• RRSP program (with employer matching)
• Vacation accrual (begins immediately) and travel insurance
• Free onsite parking
• Access to thousands of vendors offering perks and discounts through our WorkPerks program
• Access to continuing education and training through Shannex’s Centre of Excellence
• Opportunities to be part of sector innovation and continuous improvement initiatives
• Recognition and Rewards for service excellence and safety

About the Opportunity

• Complete bank reconciliations daily
• Analyze account discrepancies and provide necessary adjustments for accounting corrections
• Complete month end processes including account reconciliations, account analysis, HST reconciliations and remittances and others as required
• Responsible for maintaining accounting records such as posting Journal entries
• Responsible to review, analyze and propose adjustments for various financial accounts
• Assist in the preparation of external auditor requirements for year-end financial statement audits of all Shannex entities.

About You

In addition to placing high value on continuous improvement, collaboration and accountability, you bring:

• A bachelor’s degree in business, accounting or Finance, or
• Community college certificate in accounting and business administration combined with equivalent experience in accounting or bookkeeping.
• Minimum 5-7 years experience in a similar role
• Experience completing bank reconciliations required
• Strong computer literacy including advanced working skills in Microsoft Office
• A passion for the healthcare sector and/or ensuring seniors have access to quality accommodations, services and care.

We are searching for a Financial Analyst to join our Financial Planning and Analysis Team based in Halifax, Nova Scotia.

Meaningful Benefits

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our residents. Additional benefits include:

• Comprehensive health and dental benefits plan including an Employee and Family Assistance Program
• Access to virtual healthcare 24/7 for FREE through the group health benefit plan
• RRSP program (with employer matching)
• Vacation accrual (begins immediately) and travel insurance
• Free onsite parking
• Access to thousands of vendors offering perks and discounts through our WorkPerks program
• Access to continuing education and training through Shannex’s Centre of Excellence
• Opportunities to be part of sector innovation and continuous improvement initiatives
• Recognition and Rewards for service excellence and safety

About the Opportunity

As a key member of the Financial Planning & Analysis team, the Financial Analyst, LTC NB will:

• Review financial reports, monitor accounts, and assist in the preparation of hours/cost reports for Operations.
• Build and utilize financial analysis to drive improvement in financial results and support operational decision making.
• Participate in monthly site variance and labour meetings
• Review monthly revenue entries to ensure alignment with contract, budget, and forecast.
• Assist in the review and update of protected reports to ensure completeness and accuracy of external reporting requirements.
• Liaison with Payroll and Labour Relations to update per diems for anticipated changes to collective agreements.
• Build key relationships and collaborates with operations, finance, business intelligence as well as key external contract stakeholders and partners.
• Assist the Finance Manager, NB with the input, completion and analysis of annual budgets and quarterly forecasting.
• Complete income statement analysis on a monthly basis including tracking of risks & opportunities for the Long-Term Care Division.

About You

In addition to placing high value on continuous improvement, collaboration and accountability, you bring:

• A university Degree in Accounting or Finance
• A minimum 3-5 years experience working in an accounting or finance role
• CPA in progress or willingness to complete the program; MBA designation considered an asset
• Previous experience building financial models, forecasting, budgeting and providing insightful analysis.
• Experience working with Yardi, Adaptive Insights considered an asset
• A passion for the healthcare sector and/or ensuring seniors have access to quality accommodations, services and care.

We are searching for a Finance Manager to join our Financial Planning & Analysis Team. The role will support Ontario operations and be based in either Halifax or the Greater Toronto Area.

Meaningful Benefits

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development, and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our residents. Additional benefits include:

• Comprehensive health and dental benefits plan including an Employee and Family Assistance Program
• Access to virtual healthcare 24/7 for FREE through the group health benefit plan
• RRSP program (with employer matching)
• Vacation accrual (begins immediately) and travel insurance
• Free onsite parking
• Access to thousands of vendors offering perks and discounts through our WorkPerks program
• Access to continuing education and training through Shannex’s Centre of Excellence
• Opportunities to be part of sector innovation and continuous improvement initiatives
• Recognition and Rewards for service excellence and safety

About the Opportunity

Reporting to the Director of Financial Planning & Analysis (FP&A), the Finance Manager, Ontario is at the forefront of driving impactful change in our dynamic and growing retirement living operations. As a key member on our FP&A team, you'll have the opportunity to build trusted relationships that drive strategic, operational, and financial decisions across the division. You have  expertise in providing meaningful analytics and the ability to leverage your financial insights to support and drive continuous growth and financial success.

In this role, you will be responsible to lead the following:

• Lead meetings with our Senior Leadership Team, providing detailed financial analysis, highlighting operational and financial risks and opportunities and corresponding mitigation plans.
• Benchmark financial performance across service lines, internal divisions, and competitors.
• Provide accurate budget and forecasting, both long range and in real time to support planning and decision making.
• Assist in the coordination, execution, and communication of corporate financial initiatives.
• In collaboration with our sales and marketing team, lead annual internal pricing review for the division, ensuring alignment with revenue strategy.
• Regularly review operational KPI’s on market pricing, market influences, and occupancy, with General Managers and Operating leads to ensure alignment to budget targets.
• Lead the development and execution of start up and commissioning budgets for new property openings within the province.

About You

In addition to placing high value on continuous improvement, collaboration and accountability, you bring:

• University Degree in Accounting or Finance; CPA designation
• Minimum 5 years experience working in an accounting or finance role
• Proficiency with interpreting data to identify past and future trends to communicate business needs
• MBA, CFA and experience working with Yardi, Adaptive Insights, considered an asset
• Ability to build strong relationships with internal and external stakeholders
• Self Starter who is driven to find solutions
• Comfortable presenting financial information
• A passion for the healthcare sector and/or ensuring seniors have access to quality accommodations, services and care.

We are searching for an Accounts Receivable Coordinator to join our Finance team based in Halifax, Nova Scotia.  

Meaningful Benefits

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our residents. Additional benefits include:

• Comprehensive health and dental benefits plan including an Employee and Family Assistance Program
• Access to virtual healthcare 24/7 for FREE through the group health benefit plan
• RRSP program (with employer matching)
• Vacation accrual (begins immediately) and travel insurance
• Free onsite parking
• Access to thousands of vendors offering perks and discounts through our WorkPerks program
• Access to continuing education and training through Shannex’s Centre of Excellence
• Opportunities to be part of sector innovation and continuous improvement initiatives
• Recognition and Rewards for service excellence and safety

About the Opportunity 

As the Accounts Receivable Coordinator your responsibilities will consist of: 

• Ensuring all residents are moved in and moved out of the system accurately and timely
• Responsible for calculating refunds on resident accounts, ensuring accuracy and completeness
• Completing deposit processes accurately and in a timely manner
• Ensuring all processes and controls related to move ins, move outs, refunds and other billing processes are followed and upheld
• Escalating to management when processes and/or controls are not being followed.
• Demonstrating a dedication to exceptional customer and client services
• Acting as the primary contact for sites with respect to move ins/move outs

About You 

In addition to placing high value on continuous improvement, collaboration and accountability, you bring:  

• Diploma in Accounting or equivalent experience
• Minimum 2 years prior A/R; collection experience
• Service minded, results oriented, and a clear communicator
• Knowledge of Yardi software will be considered an asset
• A passion for the healthcare sector and/or ensuring seniors have access to quality accommodations, services and care.

Contributes to the overall success of the CMCC, Small Business, Specialty Business Banking, Private Banking in Canada ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives. Specialist ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

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

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

• Advise customers on customized financial solutions, through analysis and discovery discussion with the customer, for the small business suite of GBP cash management services.

• Manage a high volume of partner referrals, from start-up’s and prospects to higher complexity or higher value specialty business banking and private banking customers, through a disciplined sales process. A full analysis is completed prior to every customer interaction. 

• Proactively contact customers based on data and analytics, leveraging a disciplined pre-call planning approach. 

• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

• Actively pursue 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. 

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

• Completion of university degree in business, finance or economics, or equivalent work experience.

• Previous experience in sales role, relationship building and customer-service environment.

• Bilingualism in French and English is not required but will be considered an asset.

• The incumbent must possess strong interpersonal skills, communications, judgement, negotiation, coordination and analytical skills.

What's in it for you?

• Diverse and inclusive work environment 

• Opportunities for professional growth 

• A corporate culture built upon core values of respect, integrity, passion and accountability

• Employee Banking Benefits

• Access to thousands of online and in-person courses to develop your current skills and to learn more!

• Competitive total rewards package includes a base salary, a performance bonus, vacation days, personal & sick days, maternity leave top-ups and much more

This is a one-year contract position with an anticipated start date of April 15, 2024.

We are looking for a Financial Services Representative 

The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical, and mental well-being of Canadians. They support special client-facing initiatives and are responsible to develop new clients and preserve and grow assets and insurance managed by the centre by providing superior client service and handling inquiries and adhering to compliance standards.

What you will do 

• Proactively contact clients and answer inbound inquiries.
• Provide advice and account / policy maintenance services using appropriate planning processes.
• Maintain a compliant practice.
• Improve client engagement in pursuit of the centres overall business development objectives.
• Promote client portals & e-delivery options for statements, confirmations & marketing communications.
• Provide input to inform continuous refinement of the business model.
• Keep marketing and business development plans current and up to date.
• Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs.
• Educate customers about products, solutions and services Canada Life / Quadrus provides.

What you will bring 

• Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services.
• Valid life insurance license (LLQP) required; valid mutual fund registration (IFIC) an asset.
• Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate.
• Post-secondary degree or equivalent work experience.
• Customer service focus.
• Strong financial planning skills.
• Excellent verbal and written communication skills.
• Well-developed presentation skills.
• Excellent organizational and time management skills.
• Quick thinking and innovative.
• Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations. Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC).
• Sound working knowledge of MS Office products, Investment Centre, Salesforce.

Requirements:

Languages: English

Education: Secondary (high) school graduation certificate

Experience: 1 year to less than 2 years