All jobs within 50 km around Dartmouth in Financial Services

We are searching for a Financial Analyst to join our Financial Planning and Analysis Team based in Halifax, Nova Scotia.

Meaningful Benefits

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our residents. Additional benefits include:

• Comprehensive health and dental benefits plan including an Employee and Family Assistance Program
• Access to virtual healthcare 24/7 for FREE through the group health benefit plan
• RRSP program (with employer matching)
• Vacation accrual (begins immediately) and travel insurance
• Free onsite parking
• Access to thousands of vendors offering perks and discounts through our WorkPerks program
• Access to continuing education and training through Shannex’s Centre of Excellence
• Opportunities to be part of sector innovation and continuous improvement initiatives
• Recognition and Rewards for service excellence and safety

About the Opportunity

As a key member of the Financial Planning & Analysis team, the Financial Analyst, LTC NB will:

• Review financial reports, monitor accounts, and assist in the preparation of hours/cost reports for Operations.
• Build and utilize financial analysis to drive improvement in financial results and support operational decision making.
• Participate in monthly site variance and labour meetings
• Review monthly revenue entries to ensure alignment with contract, budget, and forecast.
• Assist in the review and update of protected reports to ensure completeness and accuracy of external reporting requirements.
• Liaison with Payroll and Labour Relations to update per diems for anticipated changes to collective agreements.
• Build key relationships and collaborates with operations, finance, business intelligence as well as key external contract stakeholders and partners.
• Assist the Finance Manager, NB with the input, completion and analysis of annual budgets and quarterly forecasting.
• Complete income statement analysis on a monthly basis including tracking of risks & opportunities for the Long-Term Care Division.

About You

In addition to placing high value on continuous improvement, collaboration and accountability, you bring:

• A university Degree in Accounting or Finance
• A minimum 3-5 years experience working in an accounting or finance role
• CPA in progress or willingness to complete the program; MBA designation considered an asset
• Previous experience building financial models, forecasting, budgeting and providing insightful analysis.
• Experience working with Yardi, Adaptive Insights considered an asset
• A passion for the healthcare sector and/or ensuring seniors have access to quality accommodations, services and care.

We are searching for a Finance Manager to join our Financial Planning & Analysis Team. The role will support Ontario operations and be based in either Halifax or the Greater Toronto Area.

Meaningful Benefits

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development, and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our residents. Additional benefits include:

• Comprehensive health and dental benefits plan including an Employee and Family Assistance Program
• Access to virtual healthcare 24/7 for FREE through the group health benefit plan
• RRSP program (with employer matching)
• Vacation accrual (begins immediately) and travel insurance
• Free onsite parking
• Access to thousands of vendors offering perks and discounts through our WorkPerks program
• Access to continuing education and training through Shannex’s Centre of Excellence
• Opportunities to be part of sector innovation and continuous improvement initiatives
• Recognition and Rewards for service excellence and safety

About the Opportunity

Reporting to the Director of Financial Planning & Analysis (FP&A), the Finance Manager, Ontario is at the forefront of driving impactful change in our dynamic and growing retirement living operations. As a key member on our FP&A team, you'll have the opportunity to build trusted relationships that drive strategic, operational, and financial decisions across the division. You have  expertise in providing meaningful analytics and the ability to leverage your financial insights to support and drive continuous growth and financial success.

In this role, you will be responsible to lead the following:

• Lead meetings with our Senior Leadership Team, providing detailed financial analysis, highlighting operational and financial risks and opportunities and corresponding mitigation plans.
• Benchmark financial performance across service lines, internal divisions, and competitors.
• Provide accurate budget and forecasting, both long range and in real time to support planning and decision making.
• Assist in the coordination, execution, and communication of corporate financial initiatives.
• In collaboration with our sales and marketing team, lead annual internal pricing review for the division, ensuring alignment with revenue strategy.
• Regularly review operational KPI’s on market pricing, market influences, and occupancy, with General Managers and Operating leads to ensure alignment to budget targets.
• Lead the development and execution of start up and commissioning budgets for new property openings within the province.

About You

In addition to placing high value on continuous improvement, collaboration and accountability, you bring:

• University Degree in Accounting or Finance; CPA designation
• Minimum 5 years experience working in an accounting or finance role
• Proficiency with interpreting data to identify past and future trends to communicate business needs
• MBA, CFA and experience working with Yardi, Adaptive Insights, considered an asset
• Ability to build strong relationships with internal and external stakeholders
• Self Starter who is driven to find solutions
• Comfortable presenting financial information
• A passion for the healthcare sector and/or ensuring seniors have access to quality accommodations, services and care.

We are searching for an Accounts Receivable Coordinator to join our Finance team based in Halifax, Nova Scotia.  

Meaningful Benefits

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our residents. Additional benefits include:

• Comprehensive health and dental benefits plan including an Employee and Family Assistance Program
• Access to virtual healthcare 24/7 for FREE through the group health benefit plan
• RRSP program (with employer matching)
• Vacation accrual (begins immediately) and travel insurance
• Free onsite parking
• Access to thousands of vendors offering perks and discounts through our WorkPerks program
• Access to continuing education and training through Shannex’s Centre of Excellence
• Opportunities to be part of sector innovation and continuous improvement initiatives
• Recognition and Rewards for service excellence and safety

About the Opportunity 

As the Accounts Receivable Coordinator your responsibilities will consist of: 

• Ensuring all residents are moved in and moved out of the system accurately and timely
• Responsible for calculating refunds on resident accounts, ensuring accuracy and completeness
• Completing deposit processes accurately and in a timely manner
• Ensuring all processes and controls related to move ins, move outs, refunds and other billing processes are followed and upheld
• Escalating to management when processes and/or controls are not being followed.
• Demonstrating a dedication to exceptional customer and client services
• Acting as the primary contact for sites with respect to move ins/move outs

About You 

In addition to placing high value on continuous improvement, collaboration and accountability, you bring:  

• Diploma in Accounting or equivalent experience
• Minimum 2 years prior A/R; collection experience
• Service minded, results oriented, and a clear communicator
• Knowledge of Yardi software will be considered an asset
• A passion for the healthcare sector and/or ensuring seniors have access to quality accommodations, services and care.

Contributes to the overall success of the CMCC, Small Business, Specialty Business Banking, Private Banking in Canada ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives. Specialist ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will: 

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

• Advise customers on customized financial solutions, through analysis and discovery discussion with the customer, for the small business suite of GBP cash management services.

• Manage a high volume of partner referrals, from start-up’s and prospects to higher complexity or higher value specialty business banking and private banking customers, through a disciplined sales process. A full analysis is completed prior to every customer interaction. 

• Proactively contact customers based on data and analytics, leveraging a disciplined pre-call planning approach. 

• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

• Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 

• Champions a high performance environment and contributes to an inclusive work environment. 

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

• Completion of university degree in business, finance or economics, or equivalent work experience.

• Previous experience in sales role, relationship building and customer-service environment.

• Bilingualism in French and English is not required but will be considered an asset.

• The incumbent must possess strong interpersonal skills, communications, judgement, negotiation, coordination and analytical skills.

What's in it for you?

• Diverse and inclusive work environment 

• Opportunities for professional growth 

• A corporate culture built upon core values of respect, integrity, passion and accountability

• Employee Banking Benefits

• Access to thousands of online and in-person courses to develop your current skills and to learn more!

• Competitive total rewards package includes a base salary, a performance bonus, vacation days, personal & sick days, maternity leave top-ups and much more

This is a one-year contract position with an anticipated start date of April 15, 2024.

We are looking for a Financial Services Representative 

The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical, and mental well-being of Canadians. They support special client-facing initiatives and are responsible to develop new clients and preserve and grow assets and insurance managed by the centre by providing superior client service and handling inquiries and adhering to compliance standards.

What you will do 

• Proactively contact clients and answer inbound inquiries.
• Provide advice and account / policy maintenance services using appropriate planning processes.
• Maintain a compliant practice.
• Improve client engagement in pursuit of the centres overall business development objectives.
• Promote client portals & e-delivery options for statements, confirmations & marketing communications.
• Provide input to inform continuous refinement of the business model.
• Keep marketing and business development plans current and up to date.
• Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs.
• Educate customers about products, solutions and services Canada Life / Quadrus provides.

What you will bring 

• Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services.
• Valid life insurance license (LLQP) required; valid mutual fund registration (IFIC) an asset.
• Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate.
• Post-secondary degree or equivalent work experience.
• Customer service focus.
• Strong financial planning skills.
• Excellent verbal and written communication skills.
• Well-developed presentation skills.
• Excellent organizational and time management skills.
• Quick thinking and innovative.
• Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations. Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC).
• Sound working knowledge of MS Office products, Investment Centre, Salesforce.

Requirements:

Languages: English

Education: Secondary (high) school graduation certificate

Experience: 1 year to less than 2 years

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.