14 Jobs Found
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
Ottawa - 47kmFinancial 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
Ottawa - 47kmFinancial Services Full-time
Learn More
