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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

We are currently looking for a Commercial Account Manager to join our team in our Burnaby office. You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. Wilson M. Beck Insurance Services Inc. is one of the largest privately held construction brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk management services. We have strategically positioned ourselves into what we consider the four corners of BC. Since 1981 we have grown to employ over 300 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario.

When you join the Wilson M. Beck family you work with a team full of diverse knowledge and experience. At Wilson M. Beck, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We Care. We Help.

What You’ll Do:

• You will maintain maximum retention of the existing book of business by providing exceptional client service.
• You will be organizing and attending internal renewal strategy meetings.
• You will attend external client meetings as required.
• You will respond promptly to client emails and telephone calls.
• You will prepare all client services documents (i.e., Renewal Summaries, Proposals, Underwriting Submissions).
• You will maintain monthly expiry lists including following up on project expiries.
• You will monitor abeyances for outstanding information.
• You will update spreadsheets such as Statement of Values and Contractors Equipment.
• You will write correspondence and send documents to clients (using company templates).
• You will be the liaison with marketing on placements, renewals, and midterm policy changes.
• You will handle the complete brokering process on small mid-size policies within the book.
• You will review leases and contract documents and provide coverage advice to clients.
• You will provide bid costing for clients prior to tender closings and recommend appropriate coverage.
• You will complete certificate requests.
• You will recommend additional coverage to clients (using coverage checklist).
• You will quote and issue premium finance contracts as requested.
• You will follow up on accounts receivable.
• You will follow corporate policies and procedures.
• You will maintain continuing education credits for licensing.
• Other miscellaneous duties and special projects as required.

Who You Are:

• You have a Level 2 Insurance License.
• You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset.
• CAIB, CIP, FCIP or CRM designation would be considered an asset along with university and/or College education.
• You are a self-starter, who is highly organized with exceptional attention to detail.
• You have excellent verbal and written communication skills.
• You have Intermediate computer skills including Microsoft Office Suite and Applied Epic.
• You have a friendly professional demeanor with a good sense of business acumen.
• You have a natural ability to thrive in a team environment and work well with others.
• You are driven to success and can represent our brand and your own cohesively and confidentially.
• Excellent organizational Skills
• Comfortable multi-tasking and prioritizing tasks without guidance
• Punctual with strong attendance history

Compensation

• The expected salary range for this position is $60,000 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level.
• Company Benefits program

What We Offer:

• Competitive salary and benefits programs.
• Professional development training/courses.
• A great collaborative work environment.
• A newly renovated kitchen
• On-site gym
• Yoga/meditation room
• We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.

Salary Range: $60,000.00 To $80,000.00 Annually.

We encourage applications from all qualified candidates.

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. 

Job Description: 

• Posting Period: 27-Sep-2024 to 11-Oct-2024 

 The Seniors Services and Long-Term Care (LTC) Division’s Financial Services unit is comprised of three teams.  

• The Budget and Analysis Review Team ensures the Division's operating and capital revenues and expenses are properly budgeted and tracked and works with Divisional leads to address discrepancies. It also ensures that all external funding are used efficiently, and related reporting is complete.  
• The Revenue and Trust Team manages accommodation payments, residents’ trust funds and donations.  
• The Decision Support Team supports reporting and data analytics across the Division and supports development of Tableau as well as other systems that support data collection such as SharePoint and Medallia/CheckMarket. 

Major Responsibilities

• Performs research and prepares operating and capital budget submissions and financial status reports
• Creates spreadsheets and provides additional documentation to support the division's operating and capital budget submissions
• Prepares budget schedules and takes necessary action to effect and maintain control of budget adjustments throughout the year
• Tracks capital budget project progress, expenditures, commitments, completion status and yearend projections
• Develops, prepares and maintains monthly budget variance and forecast reports in relation to Operating budgets for senior management of the Division.
• Develops and prepares financial statements to advise management on the financial status of various operating budget items, using information extracted from corporate and divisional accounting systems and databases
• Reviews Divisional financial statements for accuracy and completeness, determines accounts to be charged on all types of accounting documents, and liaises with Finance staff in establishing new Divisional account code requirements
• Reviews and analyses various expenses and revenue (e.g. payroll, contribution from reserve funds, etc.) and generates appropriate adjustments and timely management information reports
• Reviews all materials and purchase requisitions for availability of funds
• Researches and collects data for reporting the effectiveness and efficiency of Divisional / Unit programs based on performance measurement criteria
• Conducts cost benefit studies and financial research on divisional operations from concept to completion
• Liaises with staff of Accounting Services, Payroll and Financial Planning, and assists in the preparation of financial reports and budget-related correspondence
• Reviews and updates current Divisional procedures as required to facilitate coordination of the division's budget submission, etc.
• Attends meetings to provide and clarify information and resolve issues
• Assists in the processing of subsidy requests and annual information returns.
• Monitors operating, capital and transition project accounts.
• Creates, develops and maintains personnel payroll forecast system for inclusion in the Division's operating budget.
• Provides guidance to accounting clerks in the performance of their duties. Checks and verifies account codes, features of expense

Key Qualifications:

Your application must describe your qualifications as they relate to:

1. Degree in accounting, business, or a related field, or an equivalent combination of education and experience.
2. Experience with budget preparation, including complex financial statements, by using budget planning and data visualization tools such as CAPTOR, Public Budget Formulation (PBF) and Tableau is an asset.
3. Experience with cost-sharing programs, account reconciliation, variance analysis, and reporting on financial and performance metrics
4. Experience with computer-based accounting, financial, and purchasing systems (e.g., SAP, RPGS Online), along with the use of database management tools such as Microsoft Excel, Access. 

You must also have:

• A high level of skill in the extraction of large amounts of data from corporate systems and organizing, analyzing and transforming the data into information for management decision making.
• Sound knowledge of financial and accounting principles and practices, maintenance of general and subsidiary ledgers, deployment of control accounts, age analysis of receivables, and Generally Accepted Accounting Principles (GAAP), proficiency in mathematical calculations and high degree of accuracy with figures.
• Ability to communicate clearly and effectively both verbally and in writing, with all levels of staff and with external clients.
• Ability to work in teams and maintain cooperative relationships.
• Ability to maintain confidential information.
• Ability to work in a customer service environment, addressing the service inquires, requests and concerns of clients, the general public and/or staff.
• Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity, and respectful workplaces
• Familiarity with public sector performance measurement and the ability to research and track useful process and product measures for reporting the effectiveness and efficiency of Divisional programs is an asset.

Possession of a completed or partially completed CPA designation is considered an asset

Please Note:

As a condition of employment with the Senior Services and Long-Term Care Division, selected candidates will be required to provide a satisfactory Police Reference Check (PRC) with vulnerable sector screening, tuberculosis screening and proof of immunization in accordance with the Fixing Long-Term Care Act, 2021 (O.Reg. 246/22).

Additional Requirements

• Successful candidate may be required to obtain and provide a satisfactory criminal record check, as per the City of Regina's Criminal Record Check Policy.

• Successful candidate will be required to provide proof of acquired education.

• Additional assessments may be conducted to evaluate competencies, knowledge, skills and abilities.

End Date: November 24, 2024 (30+ days left to apply)

We’re seeking a talented Staff Accountant to join our team. This is a key position where you will support the maintenance of the general ledger by ensuring proper and timely entering and recording of financial transactions in the GL in accordance with IFRS and Company policies.

Responsibilities:

• Ownership of all Rewards’ cash accounts with related tasks to include but are not limited to:
  • Daily monitoring and reporting of cash position to CFO
  • Detailed monthly cash flow analysis and period-over-period cash fluctuations
  • Monthly reconciliations, quarterly cash reconciliation summaries and recording of journal entries related to cash and Paypal accounts

• Participate in the month-end close processes by performing activities that include, but are not limited to:
  • Reconciliations and recording of journal entries related to intangible and lease related accounts across all Rewards’ business units
  • Reconciliation of fixed asset accounts across all Rewards’ business units, including maintenance of the fixed assets sub-ledger in Oracle
  • Preparation of journal entries related to personnel related accounts such as international payroll, paid time-off, bonuses, and stock compensation
  • Preparation, posting and analysis of operating expense accruals related to bank fees
  • Preparation of annual property tax returns

• Ensure that general ledger accounts are resolved and reconciled on a timely basis.  Participate in account reconciliation reviews with management.
• Provide support for quarterly reviews and year-end internal and external audits, including preparation of monthly/quarterly/annual fixed asset and other account analyses
• Assist in the review, documentation and streamlining of necessary internal controls and processes
• Provide accounting support or assist with ad hoc projects as requested

Qualifications:

• Strong Excel skills with ability to create pivot tables and perform v-look ups
• Experience with accounting software and the month-end close process, including account reconciliations and analyses
• Balance of both public company experience and start-up/private company environments is highly desirable
• Knowledge of inter-company transactions and corporate accounting and reporting is also highly desirable
• Experience with Oracle or other major ERP is preferred, but not required
• Must be able to multi-task, prioritize and work efficiently
• Ability to meet multiple deadlines and possess good time management skills
• Results-oriented with attention to detail and accuracy
• Must be able to perform at high levels in a very fast-paced, ever-changing work environment
• Must be able to work independently or with a team, self-starter, energetic
• Willing to work in a productivity-driven environment with a high volume of workflow
• Strong communication skills, both written and verbal
• Reliable and professional

Minimum Requirements:

• BA degree in Accounting or Finance
• 3+ years of GL accounting experience

#LI-TL2

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 connect with others through respect and authenticity.

• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.

• 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

End Date: October 1, 2024 (6 days left to apply)

Job Location

5980 Airport Rd, Pearson Int

Weekly Hours

15

Skills

Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy (Inactive), Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services