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As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. 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. 

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. 
 
Promote the development and sustainable growth of proprietary investment business in the assigned market area by: 

• Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. 
• You’re self-directed, performance –oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions. 
• Be highly engaged, educate clients, provide relevant insights and expert advice. 
• Demonstrate a collaborative approach when dealing with peers, clients, and partners. 
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. 

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

• Experience infinancial planning and investment sales is preferred. 
• Successfully completed the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. 
• 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’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team. 
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. 

 
What’s in it for you? 

• A competitive compensation and benefits package 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. 
• A work culture that promotes diversity, respect, and inclusion.
• An organization committed to making a difference in our communities – for you and your clients.

Reporting to the Director, Finance – Content Settlement Operations, the Senior Financial Analyst will provide professional and reliable financial stewardship as it relates to the acquisition of Video content, analysis, and month-end responsibilities.

What you will do:

• Prepare monthly, quarterly, and annual Content Costs accounting entries and supporting working papers as required
• Assist with month-end close including comprehensive analysis of variances and account reconciliations
• Support monthly calculation and payment of Content fees and copyright royalties, in alignment with contracts
• Primary contact with external software partners for Networks fees, includes testing and implementing new software process to meet business needs.  Subject matter expert in maintenance of contracts, rates, payment, and analysis in software
• Support the performance of third-party audits including analyzing / disputing results
• Work cross functionally in support of data requirements for Budgets, Forecasts and Contract Negotiations
• Pursue opportunities for improvements in processes and reporting by identifying and providing solutions to gaps
• Complete special projects, ad-hoc requests, and various other duties as needed
   

What you will have:

• 3 to 5 years of progressive experience in an accounting or financial analysis environment    
• Strong technical accounting skills with an accounting designation (CPA) or MBA or in progress                
• Advanced Excel skills required, including maintaining Macros and use of complex formulas for large volumes of data
• Experience with Alteryx, Power BI and Oracle ERP experience is an asset.
• Strong interpersonal skills and ease with communicating with various levels in the organization
• A team player with the ability to handle multiple tasks in a fast-paced environment with changing priorities and strict deadlines
• Highly advanced analytical skills and detailed oriented
• Strong team skills, but ability to work independently

This is a hybrid work position and will require you to be in office three days per week. You can choose which days in office work best for you!

If you are selected to move forward in the recruitment process, here is what you can expect:

• 15-minute phone screen with your recruiter, 1-hour interview with Hiring Manager, 30-minute final round interview with Director of the team. Best of luck!

To protect our people, brand and assets, a pre-employment background check will be conducted. As part of our selection process, all candidates must clear a criminal background check. Additionally, a credit check and drivers abstract may be required depending on the role. 

Schedule: Full time
Shift: Day
Length of Contract: 12 Months
Work Location: 333 Bloor Street East (824), Toronto, ON
Travel Requirements: None
Posting Category/Function: Finance & Accounting & Financial Planning and Analysis
Requisition ID: 314089

The Accounts Payable Coordinator is responsible for the payment of approved interline invoices in accordance with audit criteria and company policies.

How You'll Help:

• Maintaining inboxes of incoming invoices to process 
• Match invoices to purchase orders for payment 
• Enter invoices into Coupa for approval 
• Review and audit invoices for basic requirements including proper approvals for payment
• Update Operations and vendors regarding payment inquiries
• Liaise with Operations and Director-Vendor Management on Interline agreements
• Identify issues and escalate as required (to action, update our SOP’s & to learn)
• WCB reporting and provided updated clearance certificates of vendors and reconciliation of vendor spend per month.
• Maintain signature templates and signing authority per approved by finance
• Review and audit payments before release to vendor
• Pull reports for broker pay to process deductions 
• Other related duties as may be required

Your Skills & Experience:

• Post-secondary education in accounting or business administration. (considered an asset) 
• A suitable combination of education and/or experience may be considered
• Minimum of one year experience in accounts payable or another computerized accounting function in a fast paced environment, preferably in the transportation industry.
• A suitable combination of education and/or experience may be considered.
• Experience in AS400 an asset.
• Excellent computer skills including MS Office , specifically excel
• Excellent communication (verbal and written) skills.
• Strong interpersonal and customer service skills. 
• Strong analytical and problem solving skills, particularly with numbers
• Understanding of accounting gl’s and taxes is considered an asset
• Detail orientated with the ability to work accurately in a high volume, fast paced environment. 

Application Close: 29/10/2024

WHAT YOU NEED TO KNOW

• Language Requirement: English oral, reading, writing       
• Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements. 
• Please save a copy of the job poster. Once the closing date has passed, it will no longer be available. 

We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted. 

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• 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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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.

Job Location

Montreal-1155 Rene Levesque

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

End Date: October 22, 2024 (13 days left to apply)

The Financial Analyst position, under general supervision, is responsible for conducting and documenting moderate to complex financial and economic analysis projects. Additional responsibilities include evaluating the accounting and financial records of the company to ensure accuracy and compliance with established accounting standards and procedures.

This is an in-office position.

Performance Expectations

• Perform monthly foreign translations and intercompany balancing checks.
• Perform monthly eliminating journal entries and account reconciliations.
• Prepare consolidated financial reporting and analysis for senior management.
• Prepare financial statement note disclosures for interim and annual financial statements.
• Research GAAP and document accounting policy.
• Assist with the forecast and budget consolidation processes.
• Support the year end audit process from a consolidated perspective.
• Other duties assigned as needed.

Credentials

• Post-Secondary Education in Accounting, Business or related discipline.
• CPA designation.
• Minimum five years of previous experience.
• Strong knowledge and experience with Canadian GAAP, knowledge of US GAAP and IFRS considered an asset.
• Ability to research new accounting standards and present alternatives.
• Experience with financial statement note disclosures including financial instruments.

Desired Characteristics

• Demonstrated organizational, planning, time management, computer, communication (oral and written), and independent and teamwork skills.
• Ability to work in a fast paced environment with changing deadlines and willing to work overtime to meet deadlines when needed
• Highly analytical with sound business judgment, proven documentation skills and attention to detail
• Demonstrate confidentiality, discretion, integrity and judgment

What Linamar Has To Offer

• Opportunities for career advancement.
• Community based outreach supporting both local and global initiatives and charities.
• Social committees and sports teams.
• Discounts for local vendors and events, including auto supplier discounts.

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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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.

Job Location

Richmond Hill-Yonge&Levendale

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

Weekly Hours: 36.67 

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Prince Albert, SK Market. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions

• Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets

• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP or CFP or QAFP) 

• Mutual Funds License (IFIC or CSC)

• Minimum 3 years’ experience in financial planning within a financial institution

• Strong investment and credit experience/knowledge

• Ability to be decisive in decision making and process heavy volumes

• Proven networking and client acquisition skills

• Ability to develop a strong referral network

• Fluent in English and a Second Language is an asset

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.

• Full-time RBC employee status with unlimited earning potential and full benefits

• Work with a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

• Flexible work/life balance options

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

801 15 ST E, UNIT 735:PRINCE ALBERT

PRINCE ALBERT

Canada

37.5

Full time

PERSONAL & COMMERCIAL BANKING

Regular

Salaried

2024-06-14

2024-10-16

The Senior Financial Analyst, Financial Planning & Analysis – Corp SG&A provides Global Financial Planning & Analysis support across Corporate SG&A expenditures.  Working closely with senior management of all departmental leads, the incumbent provides strategic forward - looking financial information on a timely and accurate basis.  This role will be focused on providing our business partners with better visibility into performance drivers, supporting fact-based decision making and helping drive process efficiencies while driving foundational FP&A activities (i.e. reporting, planning and analysis) 

KEY DUTIES & RESPONSIBILITIES

Planning / Forecasting 

• Acts as Finance lead for Corporate SG&A processes, driving timely analysis, and reporting
• Provide timely, accurate and operational reporting to key stakeholders
• Collaborate with business partners to develop and consolidate monthly forecasts and budgets
• Provide insights to business partners, within and outside the Finance organization, though fact-based analysis
• Bring business meaning to financial results and actionable items through variance analysis and working with business partners
• Support the Global Allocation process

Monthly / Quarterly reporting

• Perform timely month end close and ensure recording all monthly accruals.
• Prepare accurate, complete, and timely financial reporting of Corporate SG&A expenditures
• Ensures continuous improvement relating to the internal reporting process and content of the information reported.

Other

• Focus on driving process improvement initiatives 
• Support ad hoc analysis and projects as required
• Other responsibilities as assigned.

KNOWLEDGE & SKILLS REQUIRED

• 3-5 Years of relevant work experience
• Excellent written and oral communication skills
• Strong interpersonal skills and ability to work with others across various functions and levels of the organization
• Strong attention to detail and a focus on fact-based analysis
• Comfort working with large data sets and demonstrated ability to navigate data and pull out relevant insights
• Proven experience working with Advanced Excel functions and other Microsoft tools (i.e. PowerPoint, Power BI)
• Must be hands-on, detailed oriented and exhibit professional curiosity.

Licenses and/or Professional Accreditation

• Bachelor’s Degree in a related field, preferably Finance or Accounting
• MBA and/or Accounting/Finance qualification (CPA or CFA) highly desired