14 Jobs Found
Senior Financial Analyst Full-time Job
Financial Services OttawaJob Details
Application Close: 16/12/2024
Successful applicants meeting the employer’s qualification standard will be placed on an eligibility list. This list will be used to staff current and ongoing requirements for up to one year .
JOB SUMMARY
The Financial Services Branch is responsible for the overall delivery of financial services to all City departments, Boards, Commissions and Agencies, ensuring that the financial support requirements and financial processing are delivered in a timely, meaningful manner. Services include budget development and monitoring, financial analysis, project management support, financial reporting both internal and external, financial compliance, financial advice and accounting requirements. The Account Management units develop strategic business partnerships and deliver integrated, seamless, value-added and “one-stop-shop” financial support to their client departments to meet on-going and evolving operational requirements of the assigned lines of business.
You provide financial management information, advice, guidance and reporting to client management and staff, oversee the compilation, submission and monitoring of grant applications, support the client's involvement with cost sharing programs/other revenue producing programs/other agreements, and implement/ensure adherence to sound financial controls.
You also: participate in the preparation and maintenance of clients’ Operating and Capital Budgets; provide support to management for their presentations to various budget review/approval committees; participate in the preparation of monthly/quarterly/annual/ad hoc consolidated financial statements and reports; provide input into policy and best practices reviews/development, improved client services and accounting procedures/systems; participate in Performance Measurement initiatives; coordinate the activities of Financial Officers and other assigned staff; provide audit support; and perform other related duties as required.
EDUCATION AND EXPERIENCE
Completion of 4 year university degree in Business, Commerce or related field. Completion of 2 years towards a recognized accounting designation (CPA) is an asset.
Minimum of 5 years of related and progressively responsible experience in financial management, including financial analyses, budgets and accounting.
KNOWLEDGE
- Acquired knowledge of the City organization, financial policies and procedures
- Possess an understanding of the interrelationship between the Clients’ organization/business lines/client base, operational priorities and direction and City operations, processes and reporting activities
- Possess an understanding of corporate information management systems, including those used for financial budgeting, tracking, accounting and reporting
- Possess knowledge of relevant SAP modules and an understanding of maintenance management systems and/or other client software, and their interface with SAP
- Knowledge of financial controls and processes and financial processes relating to contracted work
- Knowledge of relevant special funding programs/grants available to the City from other levels of government
- Processes for budget development and monitoring
- Knowledge of applicable health and safety legislation, including the rights and duties of workers.
COMPETENCIES, SKILLS AND ABILITIES
- Able to work independently, with minimum supervision, and collaboratively with all staff as part of a team
- Possess organizational skills and flexibility to plan, initiate, organize and prioritize own work and to deal effectively with multiple demands conflicting priorities, pressures, and deadlines
- Able to understand/appreciate the technical complexities and diversities of the work in order to provide financial management support
- Able to provide functional supervision to other assigned employees, scheduling and coordinating work activities and providing instruction/guidance
- Able to research, analyze and evaluate financial/budgetary issues, interpret data, make decisions, develop appropriate solutions and formulate recommendations
- Able to identify financial tracking and reporting requirements and provide user input to systems enhancements
- Able to administer regulations, laws, and financial/administrative policies/procedures
- Able to work collaboratively and to bring conflicting points of view to consensus
- Possess excellent interpersonal and communication skills
- Possess advanced computer literacy in MS Office Suite in a windows environment, including use of intra/internet
- Able to use Corporate SAP modules/system and work with other advanced computer applications or software used by the client group(s) analytical and attentive to detail
- Able to exercise discretion and confidentiality
- Flexible and adaptable to deal with shifting priorities
- Able to demonstrate sound judgement
- Able to demonstrate tact and diplomacy
- Possess initiative and self-motivation
- Possess a strong customer service orientation
- Possess a work record of good attendance and job performance
WHAT YOU NEED TO KNOW
- Language Requirement: English oral, reading, writing
- Police Record Check: The successful candidate will be required to complete a Criminal Records and Judicial Matters Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.; Police record checks completed by a third-party company will not be accepted.
- Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements.
- Please save a copy of the job poster. Once the closing date has passed, it will no longer be available.
We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.
Senior Financial Analyst
City Of Ottawa
OttawaFinancial Services Full-time
83,851.04 - 102,027.38
Learn More
Account Administration Officer Full-time Job
Financial Services OttawaJob Details
Is this role right for you? In this role you will:
- Be responsible for the administration of client accounts including account openings, account maintenance and account funding
- Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
- Bilingual (French/English) is required
- University degree or College diploma
- 2 years’ experience in an administrative or clerical position
- A dedication to client service
- Strong organizational skills
- Strong attention to detail and follow-through skills
- Excellent verbal and written communication skills
- Demonstrated pro-activity, initiative, and resourcefulness
- Ability to work independently or effectively within a team
- Ability to manage multiple priorities in a fast- paced environment
- Ability to effectively manage change
- Results-oriented
- Sound capacity to assess, develop and monitor complex business processes
Account Administration Officer
Scotiabank
OttawaFinancial Services Full-time
Learn More
Financial Coordinator Full-time Job
Financial Services OttawaJob Details
Application Close: 29/10/2024
JOB SUMMARY
The Collaborative Planning & Projects team works collaboratively with all teams across Housing & Homelessness Services and other City departments to encourage integration, engagement, and alignment. The team leads and supports various projects, initiatives, and monitoring activities related to the City’s 10-Year Housing & Homelessness Strategic Plan.
You are responsible for facilitating the implementation of financial policies, procedures and best practices related to housing & homelessness projects & programs. You: monitor financial performance and compliance with financial and service level guidelines and procedures; perform financial audits/reviews;liaise with community partners, auditors and other government agencies; conduct business case consolidation and portfolio analysis; prepare Capital and Operating Budgets; administer and monitor financial reporting requirements and related systems capabilities; improve internal controls; and provide input regarding upgrades/modifications to existing systems to meet evolving needs.
You also coordinate the activities of assigned staff, and provide day-to-day financial management support to program coordinators, city management and staff.
EDUCATION AND EXPERIENCE
Completion of 4 year university degree in Business, Commerce, or a related field with demonstrated abilities in financial management
Minimum of 5 years of progressively responsible experience in financial analysis, budgets or accounting
Experience in administering financial component of social housing programs
2-3 years of supervisory experience is an asset
CERTIFICATIONS AND LICENCES
KNOWLEDGE
- City of Ottawa organization, financial policies and procedures (i.e. Corporate Policy Manual)
- Generally accepted accounting and auditing standards
- Housing policy guidelines and relevant legislation, e.g. Housing Services Act, Municipal Freedom of Information and Protection of Privacy Act (MFIPPA)
- Understanding of legislated funding rules applicable to various Social Housing programs
- Current Social Housing Issues
- Knowledge of the Social Housing providers’ business line(s)/client base, operational priorities and direction
- Housing and Homelessness Service's inter-relationship with the City in order to participate in operating and capital budgets/works, contracting, financial analyses and reporting activities;
- Understanding of corporate information management systems including financial budgeting, tracking, accounting and reporting; SAP-HR; SHAMIS; departmental project, assets, and maintenance management systems and their interfaces internal financial controls and processes;
- Contracting processes
- Funding programs available to the City from other levels of government
- Knowledge of applicable health and safety legislation, including the rights and duties of workers
COMPETENCIES, SKILLS AND ABILITIES
- Able to work independently, with minimum supervision, and collaboratively with all staff as part of a team
- Provide functional supervision to other assigned employees, schedule and coordinate work activities and provide instructions/guidance
- Analyze financial statements and Annual Information Returns
- Establish and maintain positive working relationships with housing providers and auditors
- Provide advice, guidance, direction and effective leadership
- Interpret relevant legislation and policies
- Write clearly, concisely and accurately
- Communicate effectively with others, clarifying ideas and ensuring they are understood
- Counsel and resolve problems/issues
- Conduct financial compliance audits/reviews
- Respond to multiple and often conflicting requests from staff and clients, including providing on-the-spot reports and explanations to management in preparation for urgent/ad hoc meetings;
- Identify financial tracking reporting requirements and provide user input to systems enhancements, as required;
- Use corporate financial systems (SAP, SHAMIS) and a variety of software applications (spreadsheets, databases, word processing, etc).
- Attention to detail;
- Excellent time management, organizational and interpersonal skills;
- Flexible and adaptable to change;
- Possess strong client service capabilities;
- Able to demonstrate tact and diplomacy;
- Able to exercise discretion and confidentiality.
WHAT YOU NEED TO KNOW
- Language Requirement: English oral, reading, writing
- Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements.
- Please save a copy of the job poster. Once the closing date has passed, it will no longer be available.
We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.
Financial Coordinator
City Of Ottawa
OttawaFinancial Services Full-time
83,851.04 - 102,027.38
Learn More
Billing Analyst I Full-time Job
Financial Services OttawaJob Details
This role, part of Finance Assurance and Operations is dedicated to timely and accurate customer billing. The Billing Analyst supports the company sales and administration department through assisting with contracts and billings of all customers. Proactively identifying billing issues before they adversely impact clients and professionally reacting to internal/external customer queries. As a Billing Analyst your primary responsibility will be the verification of billing data for billing cycles, analysis of various customer information, contracts, customer adjustments, calculations, and billing reconciliation.
What you’ll do
- The Billing Analyst supports the company sales and administration department through assisting with contracts and billings of all customers
- In conjunction with the Manager - Revenue Assurance, manage the Centralized Customer Contract Management for all divisions/locations
- Responsible for Centralized Recurring Billing for all divisions/locations
- Responsible for Centralized Project Billing for all divisions/locations
- In conjunction with the Director, Procurement and Billing, bill for all Centralized Month End Service for all divisions/locations; Manager - Revenue Assurance
- Email invoices to customers and/or Entering Invoices into Customer Portals for Payment
- Respond to Customer Invoice Inquiries
- Create Professional Services Projects in NetSuite
- In conjunction with the Manager - Revenue Assurance, bill customers for third party contractor work
- In conjunction with the Manager - Revenue Assurance, bill for all Centralized Month End Service for all divisions/locations
- Email invoices to customers and/or Entering Invoices into Customer Portals for Payment
- Respond to Customer Invoice Inquiries
- Create Professional Services Projects in NetSuite
- In conjunction with the Manager - Revenue Assurance, bill customers for third party contractor work
- Other duties as assigned by the Manager - Revenue Assurance
Qualifications
What you bring
- College diploma in a relevant discipline
- Ability to follow procedures and processes
- Maintain confidentiality related to financial information
- Excellent interpersonal skills
- Effective verbal, listening written communication skills
- Attention to detail and high level of accuracy
- Effective organization skills
- Computer skills including the ability to operate a CRM and Microsoft applications
Great-to-haves
- Knowledge of applicable billing systems: (eg. Netsuite, SAP, SIMS, Salesforce, ServiceNow)
- Advanced MS Excel, Google Sheets knowledge
- Customer service experience
Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. In addition, TELUS offers rewarding benefits, which may vary per job function, such as:
- Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
- Flexibility to work in-office, virtually or a combination of both
- Generous company matched pension and share purchase programs
- Opportunity to give back to communities in which we work, live and serve
- Career growth and learning & development opportunities to develop your skills
- And much more …
Billing Analyst I
TELUS International Inc
OttawaFinancial Services Full-time
46,000 - 68,000
Learn More
Budget Officer, Academic (1 Year Contract) Contract Job
Financial Services OttawaJob Details
Posting Closing Date:
July 4, 2024
Please note: jobs are posted until 11:59 pm on the job closing date.
Job Description:
Reporting to the Finance Manager, the incumbent will provide financial, administrative and analytical support to the programs, special projects and contract activity in the School of Wellness, Public Safety and Community Studies.
The incumbent will be required to assist the Finance Manager with the coordination and development of the operating/capital budget, year-end process and will also be required to provide financial analytical assistance in the various activities of the School, such as contract activity, Early Learning Centre, academicprogram activity, capital equipment acquisition and enrolment projection/monitoring.
Required Qualifications:
-
Minimum three (3) year diploma/degree or equivalent in Business Administration or Accounting or related field;
-
Minimum of three (3) years of business/budgetary/administration experience, preferably at a post-secondary institution
Preferred Experience/Skills:
-
Experience working in an Academic setting and being familiar with College specific IT Systems;
-
Experience with Workday, Adaptive Planning and Excel;
-
Great interpersonal and communication skills;
-
Strong analytical and problem-solving skills
*This vacancy is for P21240
*This position is paid at Payband G
Budget Officer, Academic (1 Year Contract)
Algonquin College
OttawaFinancial Services Contract
32.48 - 37.65
Learn More
Bilingual Payroll Specialist Full-time Job
Financial Services OttawaJob Details
Who We Are: We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are looking for a challenging and dynamic career, Giant Tiger may be right for you. We believe in opportunities for growth & development, teamwork, and engagement.
About The Role: As a Bilingual Payroll Specialist, you will ensure timely and accurate payroll processing, monitor data integrity within Workday, and handle complex payroll adjustments. This role requires auditing employee changes, verifying payroll submissions, and implementing robust controls to guarantee accuracy. Candidates should have strong communication skills in both French and English, and proficiency in Excel, with experience in large organizations, Quebec Payroll and Workday as a plus.
Workplace Arrangements: This role is remote or hybrid from our Ottawa Walkley Road Office.
What Giant Tiger Brings:
-
Work Your Way! Remote or Hybrid work arrangement
-
Annual Profit-Sharing Program
-
Store Discount
-
Health/Dental/Vision Benefits as of day 1
-
LinkedIn Learning Subscription
-
Parental Top Up Program
-
Employee Tuition Reimbursement Program
-
Bursary Program for children of employees
-
Onsite Perks: Free parking; Public Transit accessible; 24/7 access to onsite gym; full-service cafeteria.
Bilingual Payroll Specialist - Accountabilities
-
Execute payroll information in order to complete the pay on time and accurately
-
Monitor information integrity within Workday
-
Process payments, pay corrections, retro, and historical adjustments
-
Audit employee changes - system terminations, leaves, and data changes
-
Verify payroll information submitted from multiple sources
-
Implement appropriate processes and controls (e.g. checks and balances) to ensure completeness and accuracy of all payroll related activities;
-
As and when required, perform manual calculations for leaves of absence, retro pay increments, temporary wage top-ups, benefits, and adjustments that impact employee pay;
-
Escalate discrepancies in salary, leave entitlements, and any other concern related to breach of Giant Tiger’s policies and legislation to the Payroll Group Manager; take corrective action in resolving system navigation problems and other payroll system-generated discrepancies
-
Back-up for Payroll Analysts for vacation coverage or leave coverage
-
Processing Family support and garnishment remittances; ensuring the amounts deducted are remitted
Bilingual Payroll Specialist - Knowledge and Skills
-
Fluency in English and French is required;
-
1+ years of experience in a payroll department;
-
Strong written and verbal communication skills;
-
Strong computer skills, including advanced Excel skills;
-
Ability to handle confidential, personal, and sensitive information appropriately.
Bilingual Payroll Specialist - Job Assets
-
Quebec payroll experience is a strong asset and should be highlighted;
-
Experience with Workday;
-
Experience in a large organization with multiple legal entities.
Job Requisition:
JR123130
Bilingual Payroll Specialist
Giant Tiger
OttawaFinancial Services Full-time
Learn More
Bilingual Payroll Specialist Full-time Job
Financial Services OttawaJob Details
Who We Are: We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are looking for a challenging and dynamic career, Giant Tiger may be right for you. We believe in opportunities for growth & development, teamwork, and engagement.
About The Role: As a Bilingual Payroll Specialist, you will ensure timely and accurate payroll processing, monitor data integrity within Workday, and handle complex payroll adjustments. This role requires auditing employee changes, verifying payroll submissions, and implementing robust controls to guarantee accuracy. Candidates should have strong communication skills in both French and English, and proficiency in Excel, with experience in large organizations, Quebec Payroll and Workday as a plus.
Workplace Arrangements: This role is remote or hybrid from our Ottawa Walkley Road Office.
What Giant Tiger Brings:
-
Work Your Way! Remote or Hybrid work arrangement
-
Annual Profit-Sharing Program
-
Store Discount
-
Health/Dental/Vision Benefits as of day 1
-
LinkedIn Learning Subscription
-
Parental Top Up Program
-
Employee Tuition Reimbursement Program
-
Bursary Program for children of employees
-
Onsite Perks: Free parking; Public Transit accessible; 24/7 access to onsite gym; full-service cafeteria.
Bilingual Payroll Specialist - Accountabilities
-
Execute payroll information in order to complete the pay on time and accurately
-
Monitor information integrity within Workday
-
Process payments, pay corrections, retro, and historical adjustments
-
Audit employee changes - system terminations, leaves, and data changes
-
Verify payroll information submitted from multiple sources
-
Implement appropriate processes and controls (e.g. checks and balances) to ensure completeness and accuracy of all payroll related activities;
-
As and when required, perform manual calculations for leaves of absence, retro pay increments, temporary wage top-ups, benefits, and adjustments that impact employee pay;
-
Escalate discrepancies in salary, leave entitlements, and any other concern related to breach of Giant Tiger’s policies and legislation to the Payroll Group Manager; take corrective action in resolving system navigation problems and other payroll system-generated discrepancies
-
Back-up for Payroll Analysts for vacation coverage or leave coverage
-
Processing Family support and garnishment remittances; ensuring the amounts deducted are remitted
Bilingual Payroll Specialist - Knowledge and Skills
-
Fluency in English and French is required;
-
1+ years of experience in a payroll department;
-
Strong written and verbal communication skills;
-
Strong computer skills, including advanced Excel skills;
-
Ability to handle confidential, personal, and sensitive information appropriately.
Bilingual Payroll Specialist - Job Assets
-
Quebec payroll experience is a strong asset and should be highlighted;
-
Experience with Workday;
-
Experience in a large organization with multiple legal entities.
Job Requisition:
JR123130
Bilingual Payroll Specialist
Giant Tiger
OttawaFinancial Services Full-time
Learn More
Bursary & Student Awards Officer Full-time Job
Financial Services OttawaJob Details
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.
Bursary & Student Awards Officer
Algonquin College
OttawaFinancial Services Full-time
35.06 - 40.71
Learn More
Accountant Full-time Job
Financial Services OttawaJob Details
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.
Accountant
DLS Technology Corporation
OttawaFinancial Services Full-time
50,000 - 60,000
Learn More
Financial Planner, Investment Specialist Full-time Job
Financial Services OttawaJob Details
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.
Financial Planner, Investment Specialist
Scotiabank
OttawaFinancial Services Full-time
Learn More
Analyst, Payroll Full-time Job
Financial Services NepeanJob Details
Application Close: 26/06/2024
Note: Applications / resumes received will be used to staff current and on-going requirements until the end of the current year.
JOB SUMMARY
Pay Production is responsible for the delivery of payroll services to all City of Ottawa employees, including delivery of a $1.6 billion annual payroll and all associated financial transactions; administration of programs for pay in compliance with collective agreements, city policies, and legislative requirements; and WSIB/LTD claims management to ensure proper financial management.
You use your in-depth technical knowledge of SAP HR/Payroll and the complexities of this retroactive system, along with comprehensive payroll knowledge, to ensure that city employees are paid accurately and on-time in compliance with collective agreements, payroll related legislation and city policy. You undertake various activities under non-negotiable deadlines to: ensure accurate pay, leave and benefit entitlements; audit accuracy of information; ensure placements are consistent with collective agreement provisions and corporate policies and procedures; and assist with testing new configurations within the SAP HR/Payroll system.
You also liaise with all positions within Payroll, Pensions & Benefits as well as Human Resources, Labour Relations and client departments at all levels of the organization, federal government staff and banking officials, to clarify and resolve issues, provide advice and respond to inquiries with respect to City of Ottawa employees’ pay, leave and benefit entitlements.
EDUCATION AND EXPERIENCE
Completion of 2 year community college program in business administration, finance or related field
Minimum of 3 years of related experience in an accounting or finance environment, which includes least 2 years in a computerized payroll function
CERTIFICATIONS AND LICENCES
KNOWLEDGE
- Corporate computer systems/applications including SAP HR/Payroll
- Compensation and benefit verification, calculation and auditing techniques and practices, including mathematical techniques to perform or verify manual and automated calculations
- General accounting principles
- Record keeping, filing and general office procedures
- Microcomputer applications, including Word, Excel and e-mail
- Time management techniques
- Payroll and Human Resources policies, guidelines and procedures
- The various collective agreements specific to the client population served
- Organizational structure of the City of Ottawa and relevant contacts therein
- Canada Revenue Agency legislation and regulations for income tax, EI and CPP
- WSIB, OMERS, ESA, Canada Labour Code, MFIPPA legislation
- Working knowledge of applicable occupational health and safety legislation and general knowledge of corporate/departmental policies and procedures related to health and safety Working knowledge of City of Ottawa Payroll and Financial Systems is an asset
COMPETENCIES, SKILLS AND ABILITIES
- Work effectively under pressure of heavy workload and non-negotiable deadlines
- Demonstrated knowledge of SAP in a HR/Payroll services environment
- Function at an advanced level in analysis and problem solving of SAP pay and leave data
- Work independently as well as within a team
- Communicate effectively, both orally and in writing, on complex and sensitive issues
- Apply collective agreement provisions as they relate to pay, leave and benefits
- Strong interpersonal skills
- Excellent oral and written communication skills
- Work well under tight deadlines
- Thoroughness and initiative
- Organized, methodological and attention to detail
- Customer service oriented
- Flexible
- Team Player
WHAT YOU NEED TO KNOW
- Language Requirement: English oral, reading, writing
- Police Record Check: The successful candidate will be required to complete a Criminal Records and Judicial Matters Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.; Police record checks completed by a third-party company will not be accepted.
- You wil initially be paid 95% of your starting rate of pay, in accordance with the collective agreement.
- Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements.
- Please save a copy of the job poster. Once the closing date has passed, it will no longer be available.
We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.
Analyst, Payroll
City Of Ottawa
Nepean - 7.94kmFinancial Services Full-time
64,175.02 - 75,085.92
Learn More
Senior Financial Analyst Full-time Job
Financial Services NepeanJob Details
Applications received will be used to staff current and on-going requirements for up to 6 months from the closing date of this competition.
JOB SUMMARY
The Financial Services Branch is responsible for the overall delivery of financial services to all City departments, Boards, Commissions and Agencies, ensuring that the financial support requirements and financial processing are delivered in a timely, meaningful manner. Services include budget development and monitoring, financial analysis, project management support, financial reporting both internal and external, financial compliance, financial advice and accounting requirements. The Account Management units develop strategic business partnerships and deliver integrated, seamless, value-added and “one-stop-shop” financial support to their client departments to meet on-going and evolving operational requirements of the assigned lines of business.
You provide financial management information, advice, guidance and reporting to client management and staff, oversee the compilation, submission and monitoring of grant applications, support the client's involvement with cost sharing programs/other revenue producing programs/other agreements, and implement/ensure adherence to sound financial controls.
You also: participate in the preparation and maintenance of clients’ Operating and Capital Budgets; provide support to management for their presentations to various budget review/approval committees; participate in the preparation of monthly/quarterly/annual/ad hoc consolidated financial statements and reports; provide input into policy and best practices reviews/development, improved client services and accounting procedures/systems; participate in Performance Measurement initiatives; coordinate the activities of Financial Officers and other assigned staff; provide audit support; and perform other related duties as required.
EDUCATION AND EXPERIENCE
Completion of 4 year university degree in Business, Commerce or related field. Completion of 2 years towards a recognized accounting designation (CPA) is an asset.
Minimum of 5 years of related and progressively responsible experience in financial management, including financial analyses, budgets and accounting.
KNOWLEDGE
- Acquired knowledge of the City organization, financial policies and procedures
- Possess an understanding of the interrelationship between the Clients’ organization/business lines/client base, operational priorities and direction and City operations, processes and reporting activities
- Possess an understanding of corporate information management systems, including those used for financial budgeting, tracking, accounting and reporting
- Possess knowledge of relevant SAP modules and an understanding of maintenance management systems and/or other client software, and their interface with SAP
- Knowledge of financial controls and processes and financial processes relating to contracted work
- Knowledge of relevant special funding programs/grants available to the City from other levels of government
- Processes for budget development and monitoring
- Knowledge of applicable health and safety legislation, including the rights and duties of workers.
COMPETENCIES, SKILLS AND ABILITIES
- Able to work independently, with minimum supervision, and collaboratively with all staff as part of a team
- Possess organizational skills and flexibility to plan, initiate, organize and prioritize own work and to deal effectively with multiple demands conflicting priorities, pressures, and deadlines
- Able to understand/appreciate the technical complexities and diversities of the work in order to provide financial management support
- Able to provide functional supervision to other assigned employees, scheduling and coordinating work activities and providing instruction/guidance
- Able to research, analyze and evaluate financial/budgetary issues, interpret data, make decisions, develop appropriate solutions and formulate recommendations
- Able to identify financial tracking and reporting requirements and provide user input to systems enhancements
- Able to administer regulations, laws, and financial/administrative policies/procedures
- Able to work collaboratively and to bring conflicting points of view to consensus
- Possess excellent interpersonal and communication skills
- Possess advanced computer literacy in MS Office Suite in a windows environment, including use of intra/internet
- Able to use Corporate SAP modules/system and work with other advanced computer applications or software used by the client group(s) analytical and attentive to detail
- Able to exercise discretion and confidentiality
- Flexible and adaptable to deal with shifting priorities
- Able to demonstrate sound judgement
- Able to demonstrate tact and diplomacy
- Possess initiative and self-motivation
- Possess a strong customer service orientation
- Possess a work record of good attendance and job performance
WHAT YOU NEED TO KNOW
- Language Requirement: English oral, reading, writing
- Police Record Check: The successful candidate will be required to complete a Criminal Records and Judicial Matters Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.; Police record checks completed by a third-party company will not be accepted.
- Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements.
- Please save a copy of the job poster. Once the closing date has passed, it will no longer be available.
We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.
Senior Financial Analyst
City Of Ottawa
Nepean - 7.94kmFinancial Services Full-time
79,810.64 - 97,111.56
Learn More