374 Jobs Found
Cashier-Receptionist Part-time Job
Financial Services SaskatoonJob Details
Job Summary
Under supervision of the Clerk III, this position serves customers, who use recreation facilities, and performs a variety of functions including reception, general admission, program registration, and activity space rental.
Duties & Responsibilities
- Processes general admission, LeisureCard sales, program registration, activity space rental payment, locker revenue collection, parking permits, city cards etc., using an automated point-of-sale system, and receives customers entering leisure facilities.
- Provides program and service information including schedules, program description, policy explanation, and facility rental information.
- Responds to related complaints and enquiries in accordance with established policy and procedure.
- Prepares shift revenue balancing report, balances transactions to report, balances cash float, and prepares a bank deposit.
- Processes program registration applications, class transfers and withdrawals according to Department policy. Forwards refund requests to supervisor for approval and processing. Prints class lists, as required.
- Processes booking requests for designated spaces for short-term use, e.g. rooms for meetings, informs the Clerk 10 of any rental requirements, and forwards all other rental/event requests to the supervisor. Initiates customer birthday party requests and forwards to supervisor for processing.
- Enters admission pass usage information and revenue summaries into computer databases.
- Performs general office functions such as filing and word processing, as required.
- Assists supervisory staff in providing shift orientation for new staff.
- Performs other related duties as assigned.
Qualifications
- Grade 12 education.
- One year related cash-handling experience in a customer service environment.
- Knowledge of accepted procedures for handling cash, balancing transactions, and completing revenue (cash) collection reports.
- Knowledge of customer service principles and practices.
- Ability to interact with customers and remain calm when dealing with customers during high volume periods.
- Ability to provide responsive customer service, and convey confidence and competence.
- Ability to maintain records and to make accurate arithmetic calculations.
- Ability to understand and execute oral and written instructions.
- Ability to establish effective working relationships.
- Skill in the operation of office equipment and automated systems, including a programmed cash register.
Requires Security Check
Additional Requirements
Shift work and weekend work is involved.
Weekly Hours: 40
Cashier-Receptionist
City Of Sasakatoon
SaskatoonFinancial Services Part-time
19.84 - 21.87
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Cashier Full-time Job
Financial Services VancouverJob Details
Main Purpose and Function
The Vancouver Board of Parks and Recreation has Auxiliary seasonal opportunities for employment as a Cashier at the three Golf Clubhouses at Vancouver Parks Golf. The successful candidate must be able to work a variety of days and shifts including evenings and weekends. The Cashiers’ main responsibility will be for the delivery of exceptional customer service to our golf patrons through Food & Beverage service. Cashiers at the Clubhouses will be responsible for providing food and beverage cashiering services including delivering and clearing meals, cashiering transactions and general restaurant cleaning and maintenance. Cashiers may also perform golf cart attendant duties such as delivering food and beverage cart service.
Specific Duties and Responsibilities
Cashiering duties include customer service, payment processing (including credit cards) and making change, and ensuring accurate cash handling procedures are followed. The Clubhouse Cashier will take and communicate orders to the kitchen, deliver food and beverage orders to customers, and maintain front of house cleanliness by clearing dishes, cleaning counters, and arranging and cleaning tables. They also will assist in setting up, facilitate, and tearing down Special Events and confirms that strict adherence to provincial rules around the service of alcohol within the licensed area of the clubhouse is being followed. The hours can range from 7:00am to 10:30pm. The successful candidate must be able to work a variety of days and shifts including morning, afternoon, evenings and weekends. The successful candidate must be also available to work at multiple locations. Please note that this position is an Auxiliary position which runs until October 2024, with the possibility of extension.
Qualifications
Education and Experience
- Completion of Grade 11, preferably supplemented by some cashier experience
- Experience in serving food and beverages and working in an outdoor environment is preferred
- Experience working in a similar unionized Food and Beverage team environment is an asset
- Food Safe Certification is an asset
- Serving it Right Certification is an asset
- Valid Driver’s License for the Province of British Columbia is preferred
Knowledge, Skills and Abilities
- Some knowledge of cashiering and retail sales methods and practices
- Some knowledge of basic food preparation and serving duties and of health standards and regulations
- Knowledge or previous experience in a horticultural or Golf Course Environment preferred
- Previous hospitality experience including customer service, POS experience, stocking, and inventory an asset
- Ability to receive payments and make change accurately and promptly
- Ability to use computer software applications related to cashiering, program registration and memberships
- Ability to perform applicable food service and preparation and/or retail sales tasks
- Ability to work independently and in a team environment.
- Ability to deal courteously with the public
- Ability to maintain minor clerical records
- Ability to lift a minimum of 20kg
Business Unit/Department: Board of Parks & Recreation (1400)
Affiliation: CUPE 15 Parks
Employment Type: Auxiliary/Casual
Position Start Date: March 2024
Salary Information: Pay Grade GR-011: $24.97 to $29.2 per hour
Number of Vacancies: Multiple
Application Close: March 3, 2024
Cashier
City Of Vancouver
VancouverFinancial Services Full-time
24.97 - 29.20
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BUDGET ANALYST PPFA Full-time Job
Financial Services TorontoJob Details
Major Responsibilities:
As a member of the Financial Planning team, within the Policy, Planning, Finance & Administration Division, which supports Infrastructure and Development Services (IDS) programs, the Budget Analyst is responsible to prepare, consolidate and analyze the assigned client division's operating and capital budget, review actual financial transactions as well as monitor and report variances.
Reporting to the Financial Planning Manager, of Policy, Planning, Finance & Administration Division, the Budget Analyst:
- Coordinates the preparation of the annual estimates and the review and input of budget information into divisional and corporate systems in accordance with budget guidelines.
- Establishes and maintains an effective program for financial control of various services, service elements and activities, including the management & maintenance of divisional account hierarchy.
- Provides sound advice, guidance and analytical service regarding the preparation of the budget, corporate variance reporting and related financial issues.
- Performs analysis of assigned program expenditures, revenues, and service factors on monthly basis and provide sound advice and guidance respecting budget variances and financial issues.
- Performs analysis / reconciliation of financial transactions and prepares adjusting journal entries to ensure consistency with approved budgets.
- Meets with managers to review significant variances, develop formal explanations and determine the impact on service levels for corporate variance reporting purposes.
- Assists divisions in making recommendations on opportunities for contracting service in or out, prepares cost/benefit analyses, as well as assists with the evaluation of alternative delivery options.
- Works with human resources staff and managers in monitoring and updating organization structure, position data and corresponding incumbents including providing complement management support in all phases of the staffing function for new hires, alternate rates, promotions, recalls, transfers and terminations.
- Assists in the development and implementation of business processes relating to maintenance of organization structure and position management including the support of related guidelines, policies and standards for complement management.
- Monitors performance of operating unit and participates in team projects, such as the development of new budget/ financial systems, policies and procedures to improve financial control and evaluation of operational performance.
- Provides assistance in the maintenance of divisional organizational structure and required changes to financial system chart of accounts.
- Prepares service adjustment scenarios, which may involve operational or labour relation issues; assists with the preparation, review and summation of business cases and/or briefing notes.
- Ensures divisional compliance with divisional/corporate financial planning policies and procedures.
- Coaches divisional staff on financial planning methodology and practices including conducting workshops and training sessions on budget preparation
- Develops and maintains budget databases and other related databases/spreadsheets.
- Develops and maintains salary cost planning systems for the division's Complement/HR
- Establishment as well as ensuring that the divisional gapping targets are met.
- Prepares statistical reports, spreadsheets, graphs, analysis and budget presentations as requested by management for the various standing committees to support the overall approval of the budget.
- Contributes to the development of enhanced or new financial planning systems, helps define divisional requirements and identify impacts on financial planning processes.
- Providing assistance to the Manager and Senior Budget Analyst in the performance of their work.
Key Qualifications:
- Experience in the preparation, evaluation and administration of operating and/or capital budgets, including variance analysis and forecasting.
- Experience in preparing comprehensive reports and analyzing large amount of data, interpreting and summarizing information for the purpose of supporting decision making regarding financial, budgetary, policy and/or services issues.
- Considerable experience using Microsoft Office applications including Excel, Word and PowerPoint including experience using SAP and/or other equivalent database systems for financial reporting or accounting purposes.
- Post-secondary education in a discipline pertinent to the job function, such as financial planning, accounting, business administration or combined equivalent of education and experience.
- Professional accounting designation (E.g. CA, CGA, CMA, or CPA) is an asset.
- Full understanding of International Financial Reporting Standards (IFRS) and International Public Sector Accounting Standards (IPSAS).
- Knowledge of using CAPTOR and PBF systems is an asset
- Knowledge of relevant government legislation and regulation in the area of governance, budgeting, financial reporting and service delivery. Municipal knowledge and experience is an asset.
- Highly developed communication skills with the ability to write effective briefing notes, business cases, reports, and prepare and give presentations.
- Excellent analytical, problem solving and conflict resolution skills and the ability to provide strategic recommendations.
- Excellent interpersonal skills and the ability to establish effective working relationships with clients at all levels of the organization, fellow employees and external stakeholders
- Ability to thrive in a fast-paced environment with frequently changing and competing priorities and deadlines, multiple tasks and high performance expectations.
BUDGET ANALYST PPFA
City Of Toronto
TorontoFinancial Services Full-time
86,500 - 108,459
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Senior Associate Wealth Advisor & Financial Planner Full-time Job
Financial Services VancouverJob Details
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and growing private client wealth management business. As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.
As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 7 years of experience with HNW Clients and this is an “on-site in the office” role.
What will you do?
- Provide Wealth Management and Financial Planning advice to our HNW Clients
- Use proprietary software to prepare Financial Plans for our HNW Clients
- Work with other planning experts within RBC (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other professional specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)
- Develop the service plan for Wealth Management advice to our HNW Clients
- Promote and support a work environment that inspires innovation, creativity and collaboration
What must you have to succeed?
- First class client service skills
- At least 7 years of relevant investment industry experience with HNW Clients
- Exceptional verbal and written English skills – especially over the telephone
- Recognized Professional Designation (such as CPA, CA, CFP, TEP, FEA, CFA, etc.)
- Commitment to obtain CFP designation (if not already held)
- IIROC licensed as a Registered Representative (RR) (or willingness to obtain)
- Attention to detail and strong organizational skills
- Advanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
- Resident of the BC Lower Mainland and legally able to work in Canada
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.
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
The expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER
City:
VANCOUVER
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Application Deadline:
2024-03-31
Senior Associate Wealth Advisor & Financial Planner
Royal Bank Of Canada
VancouverFinancial Services Full-time
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Financial Advisor Full-time Job
Financial Services InnisfilJob Details
What your role will be…
Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
- Educating our customers, providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
What you need to succeed…
- The appetite and drive to build strong customer relationships and deliver excellence customer service
- The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
- To uncover and solve for customers’ needs
- Mutual Funds licence and working towards the CIFP Diploma
What we’re offering…
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- A competitive compensation and benefits package.
- An organization committed to making a difference in our communities– for you and our customers.
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- You’ll receive clear, transparent criteria to progress in your career.
- You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise
Financial Advisor
Scotiabank
InnisfilFinancial Services Full-time
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Cash Management Specialist - Contract Contract Job
Financial Services HalifaxJob Details
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.
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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.
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Proactively contact customers based on data and analytics, leveraging a disciplined pre-call planning approach.
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Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
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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:
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Completion of university degree in business, finance or economics, or equivalent work experience.
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Previous experience in sales role, relationship building and customer-service environment.
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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
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Opportunities for professional growth
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A corporate culture built upon core values of respect, integrity, passion and accountability
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Employee Banking Benefits
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Access to thousands of online and in-person courses to develop your current skills and to learn more!
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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.
Cash Management Specialist - Contract
Scotiabank
HalifaxFinancial Services Contract
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Financial Planner, Investment & Retirement Planning Full-time Job
Financial Services HanoverJob Details
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the HANOVER AND SURROUNDING MARKETS (Please be advised, specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
What will you do?
- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help continuously meet their needs
- Develop external business referral sources through networking, marketing, and your centres of influence
What do you need to succeed?
Must-have
- Financial Planning Designation (PFP® or CFP® or QAFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Digital Savviness, ability to effectively utilize mobile applications
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.
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
RBCFP
Job Skills
Additional Job Details
Address:
287 10 ST:HANOVER
City:
HANOVER
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Commission
Application Deadline:
2024-02-29
Financial Planner, Investment & Retirement Planning
Royal Bank Of Canada
HanoverFinancial Services Full-time
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Accounts Payable Coordinator Full-time Job
Financial Services MonctonJob Details
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.
Accounts Payable Coordinator
Day & Ross Inc.
MonctonFinancial Services Full-time
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Senior accountant, Accounting Services Group Full-time Job
Financial Services MontréalJob Details
What will your typical day look like?
As a Senior Accountant in the Accounting Services Group, you will be responsible for assisting in full-cycle activities required to complete compilation and review engagements. You will identify issues and propose solutions for your clients, and will assist with tax planning strategies. You have strong problem-solving skills, are attentive to details, and are able to communicate your ideas to create results.
About the team
Deloitte's Accounting Services Group (ASG) has the feel of a small firm, but has all the advantages of being part of one of Canada's leading professional services firms. Our clients range in size and include some of Canada's top private companies. You will focus on serving privately owned clients and will have an opportunity to work with a variety of business sectors including manufacturing, agriculture, retail/service, construction, real-estate, transportation, professional services and others.
Enough about us, let’s talk about you
You are someone with:
- 4-5 years of relevant experience, preferably in public accounting or equivalent combination of relevant post-secondary education and hands-on experience
- A very good understanding of accounting principles and tax compliance and possess advanced accounting skills
- Excellent analytical and problem-solving skills, strong attention to detail, and ability to meet deadlines
- Pursuing a professional accounting designation
- Strong planning and organizational skills
Total Rewards
The salary range for this position is $57,000 - $97,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.
Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.
Senior accountant, Accounting Services Group
Deloitte
MontréalFinancial Services Full-time
57,000 - 97,000
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Financial Planner Full-time Job
Financial Services QuébecJob Details
Reporting to the Regional Manager, as a Financial Planner, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.
Duties & Responsibilities:
- As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), MD Insurance and MD Banking Products (Scotiabank). You will also work to ensure client needs are pro-actively addressed in alignment with their current financial situation and life stage as well as their future aspirations.
- When not meeting with clients or identifying new clients, you will further your knowledge of advanced financial planning concepts including income tax, investment trends and products, and any other issues having an impact on MD clients. Your thorough understanding of compliance with all industry regulations will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company.
- As a Financial Planner, you will participate in facilitating seminars and information meetings throughout the region, as well as implementing marketing strategies to provide advice and information concerning investment programs and related services.
- Flexibility to travel, as required, is expected.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues 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.
Education & Experience:
- Minimum of 5 years’ experience providing financial advice within the financial services industry coupled with a University degree in business, commerce or financial planning and hold the Certified Financial Planner (CFP) designation. (For Quebec PL Fin is mandatory)
- IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90 day training
- Life License (LLQP) and a willingness to complete other regulatory requirements. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only)
- Wealth Management Essentials (post-licensing requirement)
Competency Requirements:
- You are inspired by doing the best for your clients and by providing tailored and timely advice.
- You use your exceptional interpersonal skills to build rapport with and influence your clients and understand the critical importance of client trust.
- You have the ability to quickly and clearly understand the client’s perspective which in turn directly influences your choice of strategies and products and how you present them to clients.
- You are an outstanding communicator. You actively listen and tailor your response accordingly based on your client’s level of understanding and interest.
- You are a rapid responder – what’s urgent for your client is also urgent for you. You make ‘getting things done’ a priority.
- You take great pride in your personal development and enjoy learning new tools and techniques
- You embrace change and thrive in an ever-changing environment.
- You enjoy the collaborative process and look forward to partnering with other team members to best service your client.
- You have a breadth and depth of core financial products and a high-level of comfort and confidence in presenting this information to clients.
Financial Planner
Scotiabank
QuébecFinancial Services Full-time
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Senior Financial Analyst, Performance Management Full-time Job
Financial Services TorontoJob Details
Responsible for 4 key areas of business:
1. Finance/Business Workforce Planning and Analysis (variance, actuals, forecasting and planning).
2. Building dashboards, decks and performing ad-hoc analysis for senior leadership and providing insight.
3. Enhancements to reporting.
4. Provide insights, cost savings and revenue generation.
The Senior Analyst Performance Management is accountable for providing reporting and analytical solutions to understand, analyze, and enable our users to make informed decisions as it relates to T&O financial management. The role is accountable for reporting related to project financials, vendor spend, cloud spend and assisting in the production of various reports and materials prepared for senior management.
- Leads/participates in the design, implementation and management of new analytics & reporting solutions.
- Designs and produces regular and ad-hoc reports, and dashboards.
- Builds reports and visualizations to effectively communicate data driven insights to users for a variety of audiences e.g. visualization solutions of data into reports, graphics, dashboards to illustrate facts, trends, and insights.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Supports development and execution of strategic analytics & reporting initiatives in collaboration with internal and external stakeholders.
- Analyzes data and information to provide subject-matter insights and recommendations.
- Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
- Documents and maintain operational procedures and processes relating to analytical and reporting processes.
- Builds effective relationships with internal/external stakeholders.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
Qualifications:
- Undergraduate or graduate degree in business or economics is required
- Accounting designation is preferred, but not required – CPA, CA, CGA, CMA
- 4-6 years’ experience in a Finance function in financial services.
- Excellent verbal and written communication and relationship managements skills
- Strong knowledge of accounting principles and practices, financial reporting, and financial analysis.
- Knowledge and experience in data preparation, data analysis, and statistical tool sets including but not limited to Spotfire, PowerBI - Very good.
- Flexible, adaptable and highly motivated
- Effectively cope with complex and ambiguous situations
- Professional team player who thrives in a dynamic environment
Application Deadline:
02/29/2024
Address:
33 Dundas Street West
Job Family Group:
Finance & Accounting
Senior Financial Analyst, Performance Management
BMO CANADA
TorontoFinancial Services Full-time
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Financial Advisor - First Nations/Metis/Inuit Full-time Job
Financial Services TorontoJob Details
First Nations/Metis/Inuit – Financial Advisor
Posted pursuant to Scotiabank’s Special Program under the Employment Equity Act and Canadian Human Rights Act.
While you must be an Indigenous person in order to submit your resume, participation is completely voluntary. Please use the definition below to make sure you’re eligible and open to self-identifying as Indigenous person:
Indigenous peoples include First Nation, Métis and Inuit people. Only Indigenous peoples who come from Canada should identify themselves as belonging to this designated group
What your role will be…
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
- Educating our customers, providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
What you need to succeed...
- A strong desire and determination to create solid relationships with customers and provide excellent service.
- You're someone who can take initiative and aims for high performance
- Naturally curious, you enjoy finding solutions to customers' needs and helping them reach their financial goals.
- Openness to take industry-related courses required for the position. You'll have Scotiabank's support in your learning journey, including tuition reimbursement and focused study groups.
What we're offering
- The opportunity to join our diverse and inclusive organization and connect with other First Nations, Inuit, and Metis Scotiabankers and their allies when joining our Indigenous Employee Resource Group.
- A competitive compensation and benefits package which include:
- $10,000 annually dedicated to your well being
- Traditional Indigenous Practices Leave
- Indigenous Employee Mentoring Program
- An organization committed to making a difference in our communities
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development
- You'll receive clear, transparent criteria to progress in your career
Financial Advisor - First Nations/Metis/Inuit
Scotiabank
TorontoFinancial Services Full-time
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