All jobs within 50 km around Ladner in Financial Services

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.

The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts.

The purpose of this role is to solution sell the full scope of services to new customers with the key deliverables achieving assigned revenue objectives and enabling maximum revenue growth.

How You'll Help:

• Sells into accounts, services new accounts, and manages an existing client base. 
• Acts proactively to create opportunities for new business with existing accounts. 
• Builds relationships with potential new and existing accounts to grow & retain business in Canada and the US. 
• Generates sales leads by networking, cold-calling prospects and building relationships as part of a coordinated sales strategy. 
• Creates sales strategies by gathering market information, analyzing opportunities and documenting sales methodology. 
• Prepares presentations and delivers to prospective clients. 
• Maintains accurate customer files. 
• Works with operations to address issues with scheduled shipments. 
• Other related duties as may be required. 

Your Skills & Experience:

• Minimum of secondary education
• Post-secondary education in business administration or related field, an asset
• A suitable combination of education and experience may be considered
• Previous transportation or operational experience is preferred; various roles within transportation would be beneficial. 
• A minimum of 1-2 years’ experience in telesales, sales support/customer service or business-to-business sales. 
• A solid network and client base to call upon is preferred.
• Strong interpersonal skills and a desire to resolve problems in a timely fashion. 
• Considerable tact, courtesy and diplomacy are required when dealing with customers, either existing or new. Problem solving demands require immediate action, to ensure the consistent application of strategies for growth. 
• Excellent communication and negotiation skills. 
• Proven experience in freight brokerage sales, with a desire to grow professionally. 
• Computer skills in Microsoft Office, Windows environment are key to succeeding in this role. 
• Out-going "Hunter" personality. 
• Demonstrated customer relationship skills. 
• Able to work deadlines in high transactional environment. 
• Ability to champion business needs in a collaborative manner to colleagues. 
• Results focused. 

Location(s): Help Headquarters 

Job Type: Full Time 

myWork Options: In-person, Hybrid

Background Screening Requirement: 

• Enhanced Criminal Record Check
• Credit Check
• Employment Verification
• References

What’s the job?

As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members.  You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.  

What you’ll get to do:

• Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
• Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects;
• Lead with advice, counselling members on investment strategies and other financial decisions;
• Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
• Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;
• Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;

Who are we looking for?

Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.

Key skills required:

• 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
• CFP designation required;
• TEP and/or CPA designation are an asset;
• Eligible to be registered with the BC Securities commission to sell mutual funds;
• Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH);
• Familiarity with financial planning software, Morningstar & Salesforce programs;
• Demonstrated sales skills with an ability to self-source business as well as referral business;
• Advanced knowledge of a variety of investment products;
• Solid knowledge with life insurance products and administration.

We are currently looking for a Commercial Account Manager to join our team in our Burnaby office. You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. Wilson M. Beck Insurance Services Inc. is one of the largest privately held construction brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk management services. We have strategically positioned ourselves into what we consider the four corners of BC. Since 1981 we have grown to employ over 300 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario.

When you join the Wilson M. Beck family you work with a team full of diverse knowledge and experience. At Wilson M. Beck, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We Care. We Help.

What You’ll Do:

• You will maintain maximum retention of the existing book of business by providing exceptional client service.
• You will be organizing and attending internal renewal strategy meetings.
• You will attend external client meetings as required.
• You will respond promptly to client emails and telephone calls.
• You will prepare all client services documents (i.e., Renewal Summaries, Proposals, Underwriting Submissions).
• You will maintain monthly expiry lists including following up on project expiries.
• You will monitor abeyances for outstanding information.
• You will update spreadsheets such as Statement of Values and Contractors Equipment.
• You will write correspondence and send documents to clients (using company templates).
• You will be the liaison with marketing on placements, renewals, and midterm policy changes.
• You will handle the complete brokering process on small mid-size policies within the book.
• You will review leases and contract documents and provide coverage advice to clients.
• You will provide bid costing for clients prior to tender closings and recommend appropriate coverage.
• You will complete certificate requests.
• You will recommend additional coverage to clients (using coverage checklist).
• You will quote and issue premium finance contracts as requested.
• You will follow up on accounts receivable.
• You will follow corporate policies and procedures.
• You will maintain continuing education credits for licensing.
• Other miscellaneous duties and special projects as required.

Who You Are:

• You have a Level 2 Insurance License.
• You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset.
• CAIB, CIP, FCIP or CRM designation would be considered an asset along with university and/or College education.
• You are a self-starter, who is highly organized with exceptional attention to detail.
• You have excellent verbal and written communication skills.
• You have Intermediate computer skills including Microsoft Office Suite and Applied Epic.
• You have a friendly professional demeanor with a good sense of business acumen.
• You have a natural ability to thrive in a team environment and work well with others.
• You are driven to success and can represent our brand and your own cohesively and confidentially.
• Excellent organizational Skills
• Comfortable multi-tasking and prioritizing tasks without guidance
• Punctual with strong attendance history

Compensation

• The expected salary range for this position is $60,000 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level.
• Company Benefits program

What We Offer:

• Competitive salary and benefits programs.
• Professional development training/courses.
• A great collaborative work environment.
• A newly renovated kitchen
• On-site gym
• Yoga/meditation room
• We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.

Salary Range: $60,000.00 To $80,000.00 Annually.

We encourage applications from all qualified candidates.

Purpose of Job:

As a Home Financing Advisor (Mortgage Advisor) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of bringing new customers to the Bank.

Is this role right for you?

• You’re entrepreneurial, driven, and you love that every day is different. You’re willing to work variable hours including weekends and evenings and you’re available to meet clients at times that are convenient for them.
• Whether it’s conducting mortgage seminars or building a marketing program, you enjoy business development and getting out in the community as a Mortgage Advisor.
• This role is 100% commission, which puts your future in your own hands.

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

• You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectively.
• You’re a relationship builder (Mortgage Advisor) who is focused on providing a great client experience and growing relationships with existing Bank customers.
• You maintain current knowledge of mortgage lending policies and procedures, and understand the real estate market/property values/sales trends/competitor programs to be able to respond appropriately to business requirements.
• You have 3 to 5 years of industry-related experience and a deep understanding of your local market.
• You possess and maintain a driver’s license and have access to personal transportation.

What’s in it for you?

• Home Financing Solutions has a boutique feel where you’ll own your market and be fully supported by our Sales Leaders.
• As a Mortgage Advisor you’ll be given the tools you need to help your clients with the advice necessary for them to realize their home ownership goals.
• You’ll have access to an industry-leading suite of mortgage products, including our iconic STEP product. You’ll be able to offer solutions for rental property financing, purchase-plus improvements, and customers who are business-for-self, high-net worth, or new to Canada.
• Our underwriting model is very different, which means you’ll get to partner with a dedicated Home Financing Lending Manager who will provide one-touch service for underwriting, condition fulfillment, and deal escalation. Our model is efficient, fast, and rooted in common sense lending principles.  
• Unique lead generation programs, marketing and social selling programs, Salesforce CRM and COI loyalty program paid for and supported by the Bank.

The City of Maple Ridge is looking for a temporary full-time Clerk-Buyer with strong organization skills, attention to detail, and a results-driven work ethic to join our procurement section in the Finance Department. The Clerk-Buyer performs administrative duties for the procurement area; receives, examines and processes requests for goods and services; performs routine sourcing of supplies and purchasing of materials and services as authorized; obtains prices; analyzes quotes; makes recommendations of award; and obtains relevant approvals.  The Clerk-Buyer drafts contracts and reports, verifies invoices, maintains logs and files as well as assists with the administration of the City’s purchasing card program.  This is a wonderful opportunity to gain experience in public sector procurement and grow your career in the supply chain field.

EDUCATION AND EXPERIENCE

Completion of Grade 12 supplemented by courses in business administration, accounting and/or working towards or completion of Supply Management Training Program or SCMP Designation, plus sound related experience; or an equivalent combination of training and experience.

KNOWLEDGE, SKILLS AND ABILITIES

• Considerable knowledge of business English, spelling and arithmetic and current office practices and procedures.
• Sound knowledge of methods, policies, procedures, contracting terminology, public sector tendering practices, rules and regulations governing the work performed.
• Sound knowledge of common office software applications, including MS Office, Excel, and the City’s e-procurement software system.
• Sound knowledge of the variety, sources and prices of commodities and services purchased.
• Sound knowledge of supply sources, market conditions and price trends.
• Working knowledge of financial and accounting principles.
• Ability to evaluate the price of goods and substitutes available and communicate pertinent information.
• Ability to negotiate sound contracting terms in principles.
• Ability to perform manual and clerical work accurately under minimal supervision.
• Ability to exercise good judgement and initiative according to established policies and procedures.
• Ability to maintain a variety of records, statistical reports, reconcile and process invoices, and requisitions and invoices focusing on attention to detail to ensure accuracy.
• Ability to understand and execute oral and written instructions.
• Ability to establish and maintain effective working relationships with internal and external contacts.

 LICENCES AND CERTIFICATES

• Class 5 Driver’s License valid in the Province of British Columbia

 ADDITIONAL INFORMATION

• The term for this temporary full-time assignment is approximately twelve months.