All jobs within 50 km around Pitt Meadows in Financial Services

Who We're Looking For:

Our ideal Account Coordinator is a self-starter looking to grow and build their career with an innovative tech-focused company. They are detail-oriented, well-spoken, creative and have strong interpersonal skills that will allow them to build and maintain relationships with Fintel Connect partners, affiliates and clients.

What we offer:

• Competitive base salary 
• A rapidly growing organization with opportunities for career advancement
• Comprehensive health and wellness benefits
• Demonstrated work/life balance
• 5 Paid personal days
• Paid volunteer hours
• Team events & activities
• Business casual dress code

What You'll Get To Do:

• Proactively manage client accounts by developing strategic campaigns and building new affiliate partnerships
• Apply web research techniques to find potential websites for strategic affiliate partnerships for our financial clients
• Monitor and analyze statistics on a regular basis to report, maximize revenue, optimize campaigns and identify issues and opportunities
• Engage and develop relationships with clients and partners via phone, email and LinkedIn
• Meet with clients weekly and prepare meeting agendas and minutes to highlight activities, outstanding and upcoming tasks
• Maintain open lines of communication with clients and recommend strategies, set goals, and manage expectations for clients and affiliates to attain growth and increase sales/revenue
• Troubleshoot and work with proprietary tech and technical implementation
• Negotiate with new and current affiliates, as well as negotiate promotional deals for those partners
• Work with and be mentored by colleagues who are passionate about client management and/or fintech

What We’re Looking For:

• Self-motivated and demonstrates initiative
• Excellent customer relationship management skills and ability to develop strategic partnerships
• Ability to work under pressure and deliver in a results and goal-oriented organization
• Adaptable team player that is career-oriented
• Effective written and spoken communication in English (knowledge of French is considered an asset)
• Strong negotiation, analytical and implementation skills
• High attention-to-detail and strong writing and data analysis skills
• University degree in marketing, commerce, public relations or related fields
• Proficient in MS Word, Excel, Outlook, PowerPoint, WordPress
• Knowledge of SEO, PPC, and email marketing an asset

Why Join Fintel Connect?

• Career progression: We value personal and professional growth and offer various internal and external development training programs and opportunities for advancement.
• Health and wellbeing: We believe in work-life balance and offer comprehensive health and wellness benefits, sick/personal days, and three weeks annual paid vacation.
• Cultural environment: We foster a positive environment through team events, activities, and paid volunteer hours.

Main Purpose and Function
The Vancouver Board of Parks and Recreation has Auxiliary seasonal opportunities for employment as a Cashier at the three Golf Clubhouses at Vancouver Parks Golf. The successful candidate must be able to work a variety of days and shifts including evenings and weekends. The Cashiers’ main responsibility will be for the delivery of exceptional customer service to our golf patrons through Food & Beverage service. Cashiers at the Clubhouses will be responsible for providing food and beverage cashiering services including delivering and clearing meals, cashiering transactions and general restaurant cleaning and maintenance. Cashiers may also perform golf cart attendant duties such as delivering food and beverage cart service.

Specific Duties and Responsibilities
Cashiering duties include customer service, payment processing (including credit cards) and making change, and ensuring accurate cash handling procedures are followed. The Clubhouse Cashier will take and communicate orders to the kitchen, deliver food and beverage orders to customers, and maintain front of house cleanliness by clearing dishes, cleaning counters, and arranging and cleaning tables. They also will assist in setting up, facilitate, and tearing down Special Events and confirms that strict adherence to provincial rules around the service of alcohol within the licensed area of the clubhouse is being followed. The hours can range from 7:00am to 10:30pm. The successful candidate must be able to work a variety of days and shifts including morning, afternoon, evenings and weekends. The successful candidate must be also available to work at multiple locations. Please note that this position is an Auxiliary position which runs until October 2024, with the possibility of extension.

Qualifications

Education and Experience

• Completion of Grade 11, preferably supplemented by some cashier experience
• Experience in serving food and beverages and working in an outdoor environment is preferred
• Experience working in a similar unionized Food and Beverage team environment is an asset
• Food Safe Certification is an asset
• Serving it Right Certification is an asset
• Valid Driver’s License for the Province of British Columbia is preferred

Knowledge, Skills and Abilities

• Some knowledge of cashiering and retail sales methods and practices
• Some knowledge of basic food preparation and serving duties and of health standards and regulations
• Knowledge or previous experience in a horticultural or Golf Course Environment preferred
• Previous hospitality experience including customer service, POS experience, stocking, and inventory an asset
• Ability to receive payments and make change accurately and promptly
• Ability to use computer software applications related to cashiering, program registration and memberships
• Ability to perform applicable food service and preparation and/or retail sales tasks
• Ability to work independently and in a team environment.
• Ability to deal courteously with the public
• Ability to maintain minor clerical records
• Ability to lift a minimum of 20kg

Business Unit/Department: Board of Parks & Recreation (1400) 

Affiliation: CUPE 15 Parks 

Employment Type: Auxiliary/Casual 

Position Start Date: March 2024

Salary Information: Pay Grade GR-011: $24.97 to $29.2 per hour

Number of Vacancies: Multiple 

Application Close: March 3, 2024

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and growing private client wealth management business.  As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.

As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business.  Candidates must have at least 7 years of experience with HNW Clients and this is an “on-site in the office” role.

What will you do?

• Provide Wealth Management and Financial Planning advice to our HNW Clients
• Use proprietary software to prepare Financial Plans for our HNW Clients
• Work with other planning experts within RBC (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other professional specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)
• Develop the service plan for Wealth Management advice to our HNW Clients
• Promote and support a work environment that inspires innovation, creativity and collaboration

What must you have to succeed?

• First class client service skills
• At least 7 years of relevant investment industry experience with HNW Clients
• Exceptional verbal and written English skills – especially over the telephone
• Recognized Professional Designation (such as CPA, CA, CFP, TEP, FEA, CFA, etc.)
• Commitment to obtain CFP designation (if not already held)
• IIROC licensed as a Registered Representative (RR) (or willingness to obtain)
• Attention to detail and strong organizational skills
• Advanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
• Resident of the BC Lower Mainland and legally able to work in Canada

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

VANCOUVER

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-03-31

Main Purpose and Function

The Supervisor, Taxation performs complex municipal accounting work of a supervisory nature involving responsibility for planning and organizing full-cycle accounting operations; overseeing the systems, processes,and internal controls; and ensuring the accuracy, integrity and timeliness of all related activities. The work requires a higher level of complexity of systems and full-cycle processes managed, a greater responsibility to ensure compliance with all applicable legislation, regulation and by-laws, and the requirement to participate in policydevelopment. The position directly supervises where each member is engaged in distinctly different but inter-related accounting-related tasks requiring complex mathematical calculations along with related clerical work; collaborates with other City staff within and outside the Division and with both external and internal stakeholders to review and improve systems and processes; assists in handling escalated technical customer issues; and responds to or assists with inquiries from the public and City employees.

Specific Duties & Responsibilities

• Manages Property Tax billing and collection of taxes and other misalliance charges residential andbusiness property owners. Ensuring that property taxation, utility and other related billing activities arecarried out in accordance with municipal and provincial legislation, and in a timely and accurate manner.
• Manages collection process and administration of Provincial Home Owner Grant and Deferment programs. Assists in preparing Property Tax Exemption report to Council.
• Provides Information Technology and software developers department information to facilitate the planning, development, enhancement, testing and implementation of tax-related system processes,the creation and modification of production runs, and the investigation of system technical problemsand enhancement opportunities.
• Liaises with Information Technology and software developers with mapping changes to the property tax software and planning system changes to incorporate updates and by-laws changes within the City’s land-based property tax, utilities, vacancy tax & Bylaws system software.
• Participates and provides input in the discussions with other internal and external units in matters related to property taxation that may impact the configuration of systems, processes, billing cycles and schedules to ensure a high level of customer service to the general public.
• Ensures compliance with directives and legislative requirements as it relates to the billing format design and content; takes the lead role in coordinating the contracted mailing and printing of tax and/orutility billings; monitors related budgeting and is the key relationship manager with service providers.
• Liaises with various taxing authorities, provincial ministries and agencies including BC Assessment, Land Title Office, Provincial Home Owner Grant and Deferment departments; address and resolve property tax related issues as they arise and identify improve efficiency opportunities.
• Provides expert knowledge and interpretation regarding property taxation, Assessment Act, Bylaws and the Vancouver Charter; administer taxation policy, ensure efficient systems and processes for thebilling and collection of property taxes, including collection and remittance of levies for Other Taxing Authorities (OTA), billing and collection of Payment In Lieu of Taxes (PILT) according to legislation.
• Plans and oversees complex processes and policies such as Tax Instalment Prepayment Plan (TIPP) and Mortgage program, by ensuring guidelines are compliant with by-laws, homeowners and external stakeholders and that the proper notifications have occurred (ie. ensuring that the number of property going to tax sale are minimized by ensuring that all taxpayers are contacted in advance and notifying them of the policy).
• Manages billing system year end processes by creating a schedule and communicating to all stakeholders (including external vendors and within revenue services), and ensuring the accuracy and completeness of tax and utility sub-ledgers and all of the transactions are appropriately reflected in the accounting system, SAP. Producing final reports for management.
• Plans, schedules, assigns, reviews and supervises the work within the department and functional oversight of the Land Records Coordinator role; assists in the selection, training and evaluation of staff in high volume, complex areas requiring strong technical skills, requiring clear, up-to-date & accurate interpretation of various pieces of legislation.
• Conducts performance reviews and performance development plans.
• Establishes, creates, documents and maintains accounts receivable procedures, manuals and business process workflows for initiatives such as providing support to citizens for calculations and proof of mailing.
• Recommends solutions and implement changes to improve efficiency and internal controls by creating tools for the team (ie audit checks list, customizing reports in SAP). Assists in preparation of the annual operating budget for Revenue Services and monitors expenditures.
• Liaises with internal and external auditors.
• Other appropriate duties/responsibilities as assigned.

Qualifications
Education and Experience:

• Post-secondary degree in Business, Commerce or Accounting, or completion of a recognized Accounting designation, plus considerable related experience; or an equivalent combination of training and experience.
• Experience overseeing accounting and/or tax related systems, processes and internal controls.

Knowledge, Skills and Abilities:

• Expert knowledge of information technology operations related to accounting systems and controls.
• Excellent knowledge of municipal accounting practices, functions and procedures as they relate to the work performed.
• Considerable knowledge of the legislation, by-laws, regulations and policies governing the work, along with the ability to translate or interpret content for a non-technical audience.
• Considerable knowledge of auditing and reporting techniques.
• Excellent communication (oral and written) and interpersonal skills.
• Ability to analyze and interpret accounting data and to prepare various reports and records related to the work.
• Ability to see the larger picture and to act in a strategic manner to achieve results.
• Ability to plan, schedule, coordinate and supervise the work of subordinates and, at times, peers in the coordination and execution of work.
• Ability to deal with stakeholders in diplomatic yet firm manner in the face of considerable pressure at times.
• Ability to maintain a high degree of team spirit and motivation in a group performing at a high level in the face of ongoing challenges.
• Ability to understand and apply complex rules and legalese included but not limited to Part XX of the Vancouver Charter & by-laws and applicable Provincial legislation such as the School Act, Assessment Act, Home Owner Grant Act, Land Tax Deferment Act and CPA PAD rules and is capable of maintaining the accuracy and integrity of the Tax Roll.
• Proven ability to work in a fast paced, high stress environment to achieve results with minimal margin of error on a consistent and continuous basis.
• Ability to make decisions in accordance with the department policies and practices.
• Ability to prepare and monitor the related operating budget.
• Ability to establish and maintain effective working relationships with a variety of internal and externalcontacts including but not limited to working effectively with senior government personnel in theadministration of shared programs and revenue collection.
• Ability to work effectively and independently in a team environment.
• Ability to adhere to immovable deadlines in a fast-paced and demanding role requiring the directing,instructing, and/or advising of subordinates, peers, and staff from other work units or departments inorder to manage and coordinate the City’s property taxation function.

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

 Purpose

The Account Associate, Custody Services, provides and delivers proactive administrative and client service support to Account Managers and client portfolios of various size and complexity, servicing wealthy private clients, institutional investors and partners including investment counsellors and consultants, both internal and external to Scotiabank. The Account Associate may support specific Account Managers directly or be part of a Central Unit that supports various functions on behalf of Custody teams and other Scotiatrust branches nationally, performing in compliance with governing regulations, internal policies and procedures.

Accountabilities

• Assist the Account Manager or Central Team in providing a best in class, proactive and personalized client experience to high net worth clients and partners, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
• Provide effective back-up in the absence of the Account Manager or Account Associate peers by demonstrating a detailed knowledge of the accounts and/or administrative functions and by responding to the client and partner needs in a timely manner, referring matters to other resources where appropriate.
• Proactively liaise with internal support groups (ie. GWO, SWM-Operations), to investigate and resolve issues, while also collaborating and sharing knowledge with colleagues and partners on processes, policies, and procedures.
• Process new account openings, review and set-up client files in a timely and accurate manner. Assist with the collection and validation of client documentation and AML/KYC materials.
• Process deposits, contributions, withdrawals, trade & forex and other client entries with a high degree of accuracy in accordance with policies, procedures and best practices.
• Monitor account activity and cash positions ensuring adherence to policy and procedure and identify unusual account activity or operational issues to the Manager or Market Lead.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Ensuring thorough knowledge and strict adherence to the Bank’s Global Sales Practices.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls in order to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

Dimensions

• Operates in one of 3 regional teams in Canada supporting Account Managers or the Custody Services Manager (central team Toronto) in the daily servicing of client custodial accounts.
• Daily interaction with mid-office support areas and with Scotia Wealth partners (i.e. 1832 AM LP, Jarislowsky Fraser, MD Mgmt, Private Banking)
• Independent administration of accounts with authorization to approve payments up to $10k
• Adopts and participates in various service improvement initiatives throughout the year
• Utilizes Scotiatrust’s book of record system, Broadridge/CanTrust, and associated work flow tools
• OSFI-regulated environment with developing knowledge of CRA-regulated registered plans

Education / Experience / Other Information

• Post-secondary degree or diploma
• Developing experience in financial services industry and focus on securities administration
• Strong end-user computer skills

Working Conditions

• Work in a standard office-based environment; non-standard hours are a common occurrence.

As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' 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 - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals. 
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions. 
• Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.

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 engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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 [email protected]

• 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.

Expected End Date

2025-01-07

Job Location

Richmond-Three West Centre

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge

We have an opportunity for an Account Manager to join our Hospitality team.

As an Account Manager, you will redefine how the hospitality vertical handles customer renewals and provides in-life support to clients.  From the point of initial sale through renewal, you will connect with clients, understand their feedback and needs, and support them through renewals.  Engaging the services of the sales operations team for technical support as needed, you will actively own an evolving list of clients and ensure success in renewals, help drive engagement with the product, and reduce overall churn. This is a great opportunity to join a supportive and collaborative tech company where your contribution will be valued.

In this role, you will:

• Develop and maintain strong relationships with assigned client accounts, and assist with onboarding of newly sold clients. 
• Serve as the primary point of contact for client inquiries, concerns, and escalations.
• Complete renewals, including updates to relevant agreements, and ensure timely billing of client.  Support Accounts Receivable in reaching out to delinquent accounts, in line with set policies.
• Understand clients' primary objectives for the product, providing the feedback and materials (where applicable) necessary to help achieve those objectives.
• Consolidate client feedback, objectives, and other relevant information for use by colleagues in the Hospitality Account Management team, and across the broader organization to aid in the evolution of products and services offered in the hospitality vertical.
• Collaborate with internal teams (such as hospitality sales, sales enablement, and content) to help address and facilitate client requests.
• Implement up-sell or cross-sell options as outlined by the company, working to set targets. 
• Monitor client satisfaction and promptly address any issues to maintain high levels of retention.
• Stay informed about industry trends, competitor activities, and market developments to support you and the broader Hospitality Account Management team in your efforts
• Utilize relevant sales tools, including CRM, to ensure accurate data, pipelines, and renewal and financial information.
• Other duties as assigned

You are a great fit if you have:

• At least 2 to 3 years of work experience in B2B sales or business development
• Exceptional communication and interpersonal skills in English with proficiency in Spanish preferred.
• Solid organizational skills, and you are results driven
• Strong analytical and problem-solving skills
• A proactive and creative mindset
• The ability to thrive both independently and collaboratively in a dynamic, fast-paced setting
• The flexibility to work in different time zones
• Experience with CRM other sales tools

Bonus points if you:

• Have completed a bachelor’s degree in business administration, marketing, or related field.
• Fluency in an additional language, including but not limited to Portuguese, German, French, Italian, Dutch, or an Asian language.
• Have a strong interest in published media, hospitality, and the business of travel.

Why us for your next career adventure?  

PressReader offers a hybrid work environment to balance the flexibility of working from home and being together to collaborate, celebrate, and connect. This position is based in our Richmond, BC office and requires to be on-premises 2 days a week. When not in the office, employees have the opportunity to work remotely.

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Digital Savviness, ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

RBCFP

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity