All jobs within 50 km around Nepean in Financial Services

Posting Closing Date: May 7, 2024

Job Description:

The incumbent, under the supervision of the Manager of Financial Aid and Student Awards (FASA), is responsible for the administration of the following Algonquin College (TSA Funded) bursaries: Student Assistance Bursary, College Student Employment Program (CSEP) and the Dual Credit Bursary. In addition, the incumbent is responsible for the administration of the following Ministry of Training, Colleges and Universities bursaries: the Aboriginal Post-Secondary Educational & Training Bursary, the Bursary for Students with Disabilities (BSWD), Student Access Guarantee program and the Ontario First Generation Bursary.

The incumbent is also responsible for administering the Registrar’s Office’s Emergency Student Funding, including the Plant Some Roots Bursary and the Algonquin College’s Students’ Association Emergency program.

The incumbent will also be responsible for the administration and oversight of the award and scholarship program.  The incumbent will be the liaison between the Advancement Office, the Faculty Award Committee members and the Financial Aid and Student Award Office. The incumbent’s role will to ensure the selection criteria of the different awards and scholarships are met and that information about the awards and scholarship programs is current and communicated to the College Community.

The incumbent acts as the subject matter expert for these bursaries, awards and scholarships and will be an active participant in the on-going process review of these programs. The incumbent’s role is to ensure that all possible financial assistance is provided to eligible students in need to facilitate their retention and student success.

Required Qualifications:

• Three (3) year diploma or degree in Business Administration, International Business or similar areas of study;

• Five (5) years experience in customer service setting.

Preferred Qualifications:

• Experience in a Financial Aid and Student Awards setting;

• Experience using Salesforce or other CRM.

* This position is paid at Payband H

* Vacancy is for P16859

* This job requires occasional or regular onsite work.

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.

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 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.
• 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. 

DUTIES AND RESPONSIBILITIES:

Must be able to perform, but not be limited to, the following duties and responsibilities:

• Create or import invoices in Sage 300 at daily/ weekly/ bimonthly frequency based on each contract;
  • Process journal entries to book revenue, revenue accrual, credit notes;
  • Keep a track of unbilled/ flow through charges and invoice those to customers as soon as possible;
  • Proactively communicate with Charter Account Managers/ Business contacts on potential issues in processing delays;
  • Provide support for proposed changes in customer pricing as needed;
  • Help establish billing process for new customers based on related contracts;
  • Forge solid relationships with Charter Account Managers/ business units in order to serve as primary contact for any queries on customer invoicing and payments;
  • Ensure a consistently high level of quality in service provided in terms of timeliness and accuracy;
  • Assist in year end audits conduced within Canadian North and provide support to Customers in audits conducted in their respective organizations;
  • Apply payments when received to corporate accounts;
  • Assist with processing of cargo claims to customer accounts;
  • Reconcile payments to bank accounts and credit card accounts;
  • Answer questions from analysts and make any necessary corrections;
  • Perform other assigned tasks.

SKILLS AND QUALIFICATIONS:

Include, but not limited to, the following minimum skills and qualifications:

• 3 years of relevant accounting experience;
• Three (3) years post secondary education;
  • High proficiency in Microsoft Excel, experience with pivot tables, filters, lookups etc.;
  • Ability to work with and analyze large datasets;
  • Working knowledge of accounting principles;
  • Excellent interpersonal communication with a developed customer service approach;
  • Excellent time management;
  • High level of attention to detail and ability to learn quickly in a dynamic and fast-paced environment;
  • Ability to work under pressure and deal with tight deadlines;
  • Ability to speak Inuktut a definite asset;
  • Ability to obtain and retain an Airport Restricted Area Pass in accordance with the Airport Restricted Area Access Clearance Program regulated by Transport Canada.

Closing date: September 25, 2024