All jobs in Financial Services

Application Close: 16/12/2024

Successful applicants meeting the employer’s qualification standard will be placed on an eligibility list. This list will be used to staff current and ongoing requirements for up to one year .

WHAT YOU NEED TO KNOW

• Language Requirement: English oral, reading, writing       
• Police Record Check: The successful candidate will be required to complete a Criminal Records and Judicial Matters Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.; Police record checks completed by a third-party company will not be accepted.  
• 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. 

The Financial Shared Representative is responsible for accurate and timely processing of accounts payable payments according to established internal procedures

KEY DUTIES & RESPONSIBILITIES

Accounts Payable Processing

• Processes accounts payable payments in accordance to established processes
• Communicates with stakeholders such as suppliers to follow up, clarify information or resolve disputes (i.e. payment not made on time).  Escalates to management, where required
• Liaises with business unit leaders to obtain approval for payments
• Handles scanned documentations with low data recognition and data enters missing data
• Reviews documents for compliance and completeness against established requirements.  Identifies non-compliant items and missing information and obtains information to ensure compliance to established procedures and requirements
• Determines appropriate accounting codes to the documents according to business unit and expense/cost element type
• Performs mathematical calculations – additions, subtractions, multiplication and divisions – to verify for mathematical accuracy.  Identifies errors and liaises with appropriate stakeholder for resolution.  Escalates where required
• Validates accounts payable documentations against supporting documentations to ensure accuracy and completeness.  Identifies and resolves issues and discrepancies in transactional accounting.  Liaises with stakeholders and management for resolution
• Handles validation, matching, coding and approval exceptions.  Liaises with business unit leaders to obtain approval exceptions
• Prepares electronic fund transfers and cheques for payments
• Enters accounts payable transactions into accounting systems

Vendor Set Up Process

• Completes vendor set up requisitions and works with Supply Chain Administration to complete vendor set up

Audit Support

• Files, maintains and retrieves documentations for audit support
• Other duties as assigned

EDUCATION, JOB-RELATED YEARS OF EXPERIENCE & QUALIFICATIONS

KNOWLEDGE AND SKILLS

• Community college diploma preferably in accounting
• 1 to 3 years of clerical accounting/accounts payable work experience
• Understanding of sales tax rules
• Ability to execute work according to established procedures
• Ability to identify and resolve accounts payable issues and discrepancies
• Ability to perform basic mathematical calculations – addition, subtraction, multiplication and division, along with ability to identify inaccuracies in data
• Ability to process a high volume of data requiring strong attention to detail and accuracy
• Ability to communicate effectively with others for the purpose of data exchange, clarification and dispute resolution
• Ability to exercise judgment
• Proficient with accounting systems, MS Office Excel and other MS Office software applications along with ability to quickly learn other information systems and software applications

Licenses and/or Professional Accreditation

Demonstrates an interest in attaining one or more of:

• Certified Accounts Payable Professional designation from Certified Accounts Payable Association (CAPA)
• Certified General Accounting

As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' 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 - 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2025-01-07

Job Location

Richmond-Three West Centre

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

Job Summary

Performs complex or extensive scope business analysis work, including business process analysis, gathering information on and interpreting business requirements and models.

Responsibility

• Define scope and objectives on assigned projects. 
• Prepare functional process charts to analyze business operations. 
• Plan, design or modify practical manual and automated business procedures. 
• Assist with the design of business processes and documentation. 
• Prepare detailed specifications for business applications. 
• Follow PPLM (Project & Product Linamar Methodology) on all Projects. 
• Perform a lead role in the planning, design, development, and deployment of new business applications and enhancements to existing business applications. 
• Meet with decision makers, systems owners, and end users to define business requirements and systems goals, and identify and resolve business systems issues. 
• Perform cost-benefit and return on investment analyses for proposed systems to aid management in making implementation decisions. 
• Work with QA team to coordinate and perform in-depth tests, for modified and new systems. 
• Analyze and organize large data sets to identify insights and present them in user-friendly formats, enabling informed business decisions.
• Conduct research on hardware and software products to justify recommendations and to support purchasing. 
• Provide orientation and training to end users for all modified and new systems. 
• Meet with clients to discuss topics such as project activities, technical specifications, current business practices, growth plans, regulatory and reporting requirements and security risks. 
• Conduct unit testing to validate data accuracy and ensure system outputs align with business requirements and use cases.
• Check calculations on supplier invoices. Confirm quantities, prices and amounts, check tax calculations and verify totals.
• Various special projects and ad hoc requests as assigned.

Academic/Educational Requirements

• University degree or college diploma in the field of computer science, information science, management information systems, business administration, finance or a related discipline. 
• PMI CAPM/PMP certification or relevant courses are preferred.

Required Skills/Experience

• Minimum of three years of work experience as a System Analyst, Project Lead, Business Analyst, Accounting or Finance Manager. 
• Knowledge and experience with Microsoft T-SQL, SSIS, SSRS, SSAS and / or Oracle database 
• Knowledge of business applications (OneStream, SAP BPC) and ERP systems (IFS, SAP, JD Edwards, etc.).
• Ability to interpret process flow charts to understand what data is captured and how it travels between various applications and hardware components.
• Ability to assess the suitability of database platforms and software applications such as enterprise reporting tools and online transaction processing systems. 
• Must have an in-depth understanding of project management methodologies and how to apply them. 
• Ability to work independently and on teams 

Overview

What you’ll do

Accounting Operations Banking-Sales Audit team is responsible for executing all aspects of the day-to-day functions related to sales audit for assigned business units. This includes clearing exceptions in the sales audit systems, investigating any issues, releasing daily sales, and handling correspondence from stores. The team also supports month-end activities, executes controls, prepares journal entries and high volume of weekly and/or monthly reconciliations between bank accounts and financial system, provides ad hoc reporting for various departments, creates, and maintains desk guides for cross-training purposes, and continuously looks for ways to improve the sales audit process. Additionally, team members should be prepared to take on any other assigned duties.

What you bring

Hybrid

At Canadian Tire we value flexibility. We have adopted a hybrid work model whereby employees use a combination of working in office and virtually in service of outcomes. Each leader is empowered to decide what work is best achieved in person based on the unique needs of their team. 

#LI-SH1

The Technical Accounting and Research Specialist, Intermediate is responsible for supporting Linamar’s finance and accounting groups in the interpretation and application of IFRS including assisting on projects related to technical accounting issues.  In addition, this individual will assist in ensuring accuracy and completeness of information required for Linamar’s quarterly and annual financial statements and MD&A, as well as compliance with local statutory financial statements and internal control over financial reporting.

 Performance Expectations

• Evaluate the impact of changes in IFRS and the impact on the Company
• Draft for review position papers around technical accounting topics
• Monitor and update corporate accounting policies 
• When requested assist with administrative support and performing reviews of the Company’s international statutory financial statements
• Perform research of technical accounting issues, including working with external advisors when necessary
• Evaluate financial reporting impact of changes to the Company’s operations
• Provide technical support to the Company’s business units in their assessment of accounting issues
• Work with finance staff on projects related to the continuous improvement of information related to financial reporting 
• Assist with external reporting to ensure disclosures are complete and accurate 
• Assist with special projects related to implementation of new or changing accounting standards
• In addition to providing administrative support for the external audit, liaise between the business units and the auditors, facilitating the preparation, planning, and coordination of interim and year-end audits
•  Various special projects and ad hoc requests as assigned

Credentials

• A university degree in Accounting, Business or a related discipline is required
• Must have a professional accounting designation (preferably CPA) with a minimum of 2+ post-designation years of related experience
• Thorough working knowledge of IFRS
• Experience in project management including the ability to work with other accounting and non-accounting groups in a global organization
• Experience in researching and developing technical accounting procedures and positions in response to complex accounting issues, with the ability to draft position papers, suggest policy actions and otherwise provide formal written guidance to management and other finance professionals regarding those issues
• Experience preparing financial statements and related notes in a public company environment

Desired Characteristics

• Excellent demonstrated verbal and written communication skills
• Demonstrated ability to work with other accounting and non-accounting groups in a global organization

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

***Successful candidate must be bilingual in both French and English Skill Sets***

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

• Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients 
• Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
• Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
• Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
• Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
• Make good use of technology to connect with clients both virtually and face to face
• Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice

What do you need to succeed?

Must-have

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
• 1-2 years of proven sales experience in the financial services industry, handling credit and investments
• Demonstrated ability to build trust and maintain long-term client relationships
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

.

Nice-to-have

• Active in developing a solid network in the local community

What are the advantages for you?

We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.

• Network and develop lasting relationships with students from diverse backgrounds across Canada
• Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
• Leaders who support your development with coaching and learning opportunities
• Work in a dynamic, collaborative, progressive and high-performance team
• Ability to make a difference and lasting impact
• Enjoy a comfortable work environment with the ability to dress casually

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

9393 RUE MAIN:RICHIBUCTO

RICHIBUCTO

Canada

37.5

Full time

PERSONAL & COMMERCIAL BANKING

Regular

Salaried

2024-11-07

2024-11-26

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

POSITION OVERVIEW 
We are looking for a Senior Commercial Account Manager who will leverage his or her interpersonal strengths and network to generate new business opportunities while managing a portfolio of existing clients. Your main objective: to have an impact on the success of entrepreneurs with sales up to $50M through our financing solutions and advisory services adapted to their needs. If you are looking for an organization that invests in your talent, this is your opportunity to join our committed and diverse team.

CHALLENGES TO BE MET 
In a typical week, you would: 

• Meet with entrepreneurs, clients and prospects, and discuss the specifics of their business in order to identify the issues, provide them with advice and identify, if applicable, a BDC service offering appropriate to their needs;

• Execute your action plan, which is aligned with the Business Centre's objectives.  This will allow you to ensure the growth and retention of current clients in your portfolio while acquiring new clients and creating a business opportunity pipeline; 

• Analyze, negotiate and present financing proposals while exercising credit judgement; 

• Be active in the local business community by networking within various associations and chambers of commerce in order to develop business relationships and obtain references that will facilitate new client acquisition. 

WHAT WE ARE LOOKING FOR 
If you can answer YES to the following questions, you may be just the person we are looking for:

• Do you have a bachelor's degree in commerce or business administration?

• Do you have a keen interest in entrepreneurship, with more than 3 years of relevant experience in commercial credit or in business analysis and development, and a good understanding of the business world?

• Do you have demonstrated ability in business development with a drive to grow while delivering on your objectives?

• Are you self-motivated and results-driven?

• Do your clients and business contacts remember you because your advice works and you provide outstanding customer service?

• Are you a team player who creates lasting and trusting relationships with your peers, business contacts and external partners?

• Are you a strong negotiator who is focused on results? 

We're a different kind of bank. We're go getters. Innovators. Growth engineers. If you want to join an organization that is one of the top 100 employers in Canada, apply today!

For certain geographic locations, a valid driver's license and access to a vehicle may be required.

Location: Kenora, Ontario and Greater Kenora Area