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Financial Planner Full-time Job

BMO CANADA

Financial Services   Cobourg
Job Details

Application Deadline:

04/15/2024

Address:

62 King Street West

 

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

 

  • Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
  • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
  • Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
  • Supports the achievement of sales and performance targets.
  • Develops and implements a relationship management plan to meet the needs of client.
  • Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Executes work to deliver timely, accurate, and efficient service.
  • Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
  • Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
  • May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
  • Builds effective relationships with internal/external stakeholders.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

 

Qualifications:

  • Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • CFP designation preferred or one of the following:
  • Personal Financial Planner (PFP) designation,
  • Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
  • Financial Planning I & II (FP I & II).
  • Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
  • Advanced working knowledge of financial industry.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
 

 

Compensation and Benefits:

$42,300.00 - $78,400.00

 

Pay Type:

Salaried & Commission

 

The above represents BMO Financial Group’s pay range and type.

 

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

 

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/total-rewards

 

We’re here to help

 

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

Financial Planner

BMO CANADA
Cobourg - 19.57km
  Financial Services Full-time
  42,300  -  78,400
Application Deadline: 04/15/2024 Address: 62 King Street West   Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. D...
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Mar 27th, 2024 at 09:40

SUPERVISOR, PAYROLL SERVICES Full-time Job

City Of Oshawa

Financial Services   Oshawa
Job Details

The Supervisor, Payroll Services will report to and work closely with the Manager, Payroll Services. This position, in the performance of the responsibilities, will directly supervise and provide front line leadership to the Payroll team. This responsibility will include training of new or junior staff and troubleshooting issues. In the absence of the Manager, this position will be responsible for providing full scope back-up. In addition this position will coordinate the review of work, provide coaching to the team and work collaboratively with a wide range of internal and external stakeholders to identify process efficiencies and maximize productivity. The position will consider and maintain a focus on continuous improvements and opportunities within the Payroll area as well as assist with system and tax upgrades and updates as necessary.

Posting End Date: 2024/08/20 by 4:30pm

Responsibilities:

  • Oversee and coordinate the timely and accurate completion of payroll
  • Provide leadership and training of new and existing Payroll staff
  • Develop and deliver training to City staff on preparing and executing payments for payroll
  • Provide training for PeopleSoft Self Services users and department administrators
  • Maintain and update payroll records and master files in the HRIS PeopleSoft System while ensuring accuracy and completeness
  • Oversee bi-weekly and monthly payroll within established deadlines
  • Update, review and investigate absence entries and balances in the Absence Management module
  • Balance and remit all benefit premiums for active and retired billings on a monthly basis
  • Ensure general ledger is updated in a timely manner
  • Assist Manager, Payroll Services with all year end reconciliations and TA processes, year-end filing of pension information and annual increases and retro processes
  • Provide assistance to the department on related special projects
  • Other duties as assigned

Requirements:

  • Knowledge typically associated with the completion of a three (3) year Diploma in Business Administration, plus five (5) years’ of recent experience with a computerized Payroll and Time Attendance system in a municipal environment, two (2) years’ working in a supervisory capacity
  • Payroll Compliance Professional (PCP) certification and Payroll Leadership Professional (PLP) is required
  • Creative and innovative approach to reviewing business processes and service level standards to ensure efficient customer focused service delivery with a commitment to continuous improvement. LEAN training is considered an asset
  • Advanced technical abilities using relevant software applications including MS Office, PeopleSoft Financial and PeopleSoft HR
  • Ability to interpret and apply accounting principles, government regulations/legislation and company policies and procedures
  • Interpret, analyze and synthesize financial data, provide relevant information to make decisions where appropriate or provide concise, logical and well-supported recommendations to stakeholders
  • Advanced ability to comprehend numerical data, interpret meanings and identify corporate impact and related opportunities
  • Ability to research and interpret information by using various sources (Municipal Act, City By-laws, other municipalities, etc.) to prepare meaningful reports, documents or responses to inquiries from various City departments, Council and external stakeholders
  • Strong communication and interpersonal skills and is able to interact daily with a variety of City staff at different levels in the organization

This position is eligible for hybrid work.

As a condition of employment, the City of Oshawa will require successful candidates to undergo a Criminal Records and Judicial Matters Check.

Please be advised that position location as noted is at the time of posting and is subject to change, as required due to operational needs.

SUPERVISOR, PAYROLL SERVICES

City Of Oshawa
Oshawa - 38.41km
  Financial Services Full-time
  96,853  -  113,944
The Supervisor, Payroll Services will report to and work closely with the Manager, Payroll Services. This position, in the performance of the responsibilities, will directly superv...
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Aug 15th, 2024 at 12:07

Cashier Part-time Job

Giant Tiger

Financial Services   Lindsay
Job Details

Recognized as an Employer of Choice, Giant Tiger’s retail stores provide dynamic work environments with many opportunities for a fulfilling career. 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 stimulating career, Giant Tiger may be right for you. We believe in opportunities for growth & development, teamwork, and engagement.

 

We are hiring a Cashier for our store!

 

Giant Tiger Offers:

  • Medical / Dental / Vision Benefits
  • Store Discount
  • Profit Sharing
  • Safety-first environment


Cashier, Job Highlights:

  • Ensures a high level of customer service at the checkouts;
  • Accurately records customer transactions in electronic cash register.


Cashier, Job Requirements:

  • Effective communication and interpersonal skills;
  • Attention to detail.
  • Strong customer service skills.


Cashier, Job Schedule:
A typical part-time schedule will be a mix of days, evenings and weekends, up to 24 hours weekly.

Cashier, Physical Demands of Position:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

 

While performing the duties of this job, you can expect to:

  • Stand and/or walk.
  • Bend, twist, and squat.
  • Lift and/or move up to 18 kg (40 lbs.).
  • Perform tasks involving firm grasping.
  • Perform repetitive tasks requiring a range of hand motions.
  • Reach above shoulder height and below waist level.
  • Operate equipment, including using a ladder.

 

Job Requisition:

JR123172

Cashier

Giant Tiger
Lindsay - 45.15km
  Financial Services Part-time
Recognized as an Employer of Choice, Giant Tiger’s retail stores provide dynamic work environments with many opportunities for a fulfilling career. We are a Canadian owned and oper...
Learn More
Jun 25th, 2024 at 12:24

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