All jobs in Financial Services

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.

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team.

As a Financial Consultant, you will be accountable for developing comprehensive and personalized financial plans and specific investment strategies for physician clients and their families tied to the physician lifecycle and various life events.

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

• Build rapport and trusted relationships with your clients through active listening and by developing an appreciation of what’s important to the client. You’ll recommend an approach based on the client’s level of understanding and interest tailored to their specific needs.
• Identify and develop new business opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans. 
• As part of a broader network of MD financial experts, you will facilitate a team approach by actively partnering with MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), Scotia Wealth Insurance Services and Scotiabank (Private Banking, Mortgages, etc..). 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.  

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

• A desire to learn and further your knowledge of advanced financial planning concepts
• A commitment to compliance and an understanding of industry regulations, and associated requirements
• Comfort in facilitating seminars and information meetings
• A sense of urgency - what’s urgent for your client is urgent for you
• The ability to work independently and as part of a broader team
• An elevated level of comfort with technology 

The Must Haves:

• University degree or college diploma in business, commerce or financial planning
• Licensed as a Registered Representative (Securities) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90-day training
• Licensed through The Mutual Funds Dealers Association of Canada (MFDA) will be considered, with a requirement to become a fully licensed Registered Representative (Securities) as per CIRO guidelines, by the requisite regulatory deadlines
• Life License (LLQP)
• Wealth Management Essentials (post-licensing requirement) 

What’s in it for you?

• We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
• We believe an inclusive and diverse work environment makes for happy and productive employees.
• We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
• We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
• We offer generous paid time off programs
• We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.

Please be advised specific location is to be determined and successful incumbent must be mobile within Southwestern Manitoba

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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®)
• 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
• Bilingual - English and German Speaking 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.

• 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

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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®, QAFP™ or CFP®)
• 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

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

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, you will be provided in-depth training designed to allow you 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 customer’s 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 individuals and team sales goals that support a positive customer experience 

What you need to succeed… 

• How to build strong customer relationships and deliver excellent customer service 
• Demonstrated ability to meet and exceed business goals 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 company surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professionally development 
• A competitive compensation and benefits package 
• Internal training to support your growth and enhance your skills 
• An organization committed to making a difference in our communities– for you and our customers

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, you will be provided in-depth training designed to allow you 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 customer’s 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 individuals and team sales goals that support a positive customer experience 

What you need to succeed… 

• How to build strong customer relationships and deliver excellent customer service 
• Demonstrated ability to meet and exceed business goals 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 company surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professionally development 
• A competitive compensation and benefits package 
• Internal training to support your growth and enhance your skills 
• An organization committed to making a difference in our communities– for you and our customers

What is the opportunity?
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Mutual Funds accreditation, or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.)

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry

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 including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• World-class sales training, coaching, and development opportunities
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career with RBC

Job Skills

Client Centricity, Collaboration, Critical Thinking, Curiosity

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
• A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• A Mutual Funds licence and completed 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.

Tesla is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.

Do you have what it takes to combine your financial expertise with quick business decisions to provide financial advice and stewardship? Do you possess the skill set to ensure resources are utilized and aligned to delivering the best value for each dollar? Be the financial expert who gives sound practical advice to your business partner. Use your innovative thinking and keen understanding of your business partner’s operations to provide timely, meaningful and accurate financial information.

Within the Financial and Corporate Services Department, you will be part of the Business Financial Analytics team supporting the financial needs of the Parks, Roads, Services branch within City Operations as they strive to create a safe, healthy, and vibrant city. 

Reporting to the Finance Manager and supporting the Senior Accountant, this position is responsible for delivering activities associated with the preparation of complex financial analytics and contributing to the development of financial recommendations or advice provided to clients in support of their operations.

Your success will be measured by your ability to achieve timely results in the context of a respectful, inclusive and service-minded style. With a focus on the City of Edmonton’s Cultural Commitments to Safe, Helpful, Accountable, Integrated and Excellent, you will:

• Provide financial analytics, strategic support and consultative services, facilitating a culture of strong financial governance and stewardship
• Contribute to the preparation and analysis of operating budgets, providing information to program managers to ensure accurate budget control and performance measurement
• Prepare a variety of management level reports, including monthly revenue and expenditure statements, reports on the financial implications of selected special projects, specialized statements, projections and estimated expenditures, with a focus on financial impacts related to changes and trends
• Conduct analysis of data to support budget adjustments ensuring that any rate/fee changes are considered; conducting comparisons, benchmarking, forecasting, projections, recovery ratios and links to agreements are all part of the considerations
• Contribute to the preparation of year-end financial statements and complete month-end and year-end closing of books, subject to review and approval, including preparing journal entries, analysis and meeting Corporate deadlines
• Provide support in preparing recommendations to Operations pertaining to financial policy and procedure,  analysis of cost drivers and identifying potential areas where financial issues may occur
• Work individually and as part of a team on specialized accounting assignments
• Provide technical and professional advice and assistance to department officials in matters pertaining to financial policy and procedure, cost analysis and budget preparation
• Provide cost accounting services to departments in areas of general cost reporting, inventory reconciliation and analysis of complex profit/cost relationships
• Provide support in business case development by generating reports and analysis to develop business case options for decision making by leadership/Council
• Provide support for capital lifecycle management as required
• Assist in the review and analysis of financial systems and initiate various improvements to upgrade the quality of financial and accounting systems
• Continuously improve processes and procedures to meet needs of internal clients alongside organizational and technology changes; champion business process changes on behalf of Financial Services
• Perform other related duties as required

Qualifications

• Minimum degree from a recognized post secondary institute in a related field
• Professional designation (CPA) is required
• Minimum three (3) years of progressively responsible related accounting experience preferably within the public sector environment, and in roles performing financial analytics. Experience working with operating financial planning and budgeting would be an asset
• Possess strong communication skills to build effective working relationships with business partners and to provide guidance and instruction to peers in the organization
• Requires thorough understanding of general accounting activities (i.e. budgeting, forecasting, financial analysis)
• Significant experience and proficiency in major financial and analytical software systems; a knowledge of the corporate financial system (SAP) and its interrelationship to departmental accounting operations would be an asset
• Ability to think logically and complete work with a high degree of accuracy
• High level of analytical and conceptual skills to identify and resolve complex financial problems
• Compliance with corporate and departmental policies and procedures, generally accepted accounting principles and CICA Handbook recommendations and Public Accounting Standards recommendations
• Excellent customer service while ensuring adherence to professional standards
• Effective prioritization and organizational skills
• Demonstrate alignment with the Cultural Commitments of Safe, Helpful, Accountable, Integrated and Excellent, fostering an environment for others to do the same. For more information on the City’s Cultural Commitments, please visit edmonton.ca/our-culture
• Demonstrate the foundational competencies, key behaviors and attributes of the City’s six leadership competencies: Courage, Inclusivity, Values-Based Influencer, Collaborative Networker, Systems Thinker and Creative Innovator.  For more information on the City’s leadership competencies, please visit edmonton.ca/our-culture
• Applicants may be tested