3 Jobs Found
Financial Consultant Full-time Job
Financial Services Red DeerJob Details
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.
Financial Consultant
MD Financial Management
Red Deer - 73.65kmFinancial Services Full-time
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Budget & Financial Analyst Full-time Job
BC Housing Management Commission (Burnaby) Public Housing Authority
Financial Services CamroseJob Details
Reporting to the Manager, Financial Analysis & Reporting, the Budget & Financial Analyst is responsible for preparing and writing project business cases, proposals, and other submissions for review by Finance Senior Management, other departments within the Commission, Executives, the Ministry Responsible for Housing and Treasury Board/Staff. The position requires strong and effective (verbal and written) communication and interpersonal skills. The position will also be responsible for developing strong working relationships and liaising extensively with BC Housing’s core business areas to effectively summarize and present information that conveys the desired perspective on BC Housing.
CANDIDATE PROFILE
The successful candidate will have the following:
EDUCATION & EXPERIENCE:
- Bachelor’s degree in business, economics, accounting, finance, or in a relevant subject field.
- Considerable work experience in a high volume computerized financial accounting environment carrying out complex financial analysis, reporting, budgeting and forecasting functions.
- Or an equivalent combination of education, training, and experience acceptable to the employer.
KNOWLEDGE, SKILLS AND ABILITIES:
- Considerable knowledge of budgeting and financial reporting functions within the public sector environment.
- Considerable knowledge of financial, accounting and reporting systems, processes and controls.
- Considerable knowledge of accounting concepts and processes.
- Knowledge of government decision-making and policy development processes and structures.
- Advanced Microsoft Excel skills.
- Strong written and verbal communication and interpersonal skills.
- Ability to learn and understand mission-critical corporate enterprise applications and IT systems (i.e. JDE1 and WebFOCUS).
- Ability to exercise attention to details with high degree of accuracy especially working with numbers and dollars.
- Ability to take initiative proactively and work independently.
- Ability to handle multiple tasks and work under tight deadlines with changing priorities.
- Strong research, analytical, problem solving and conceptual thinking skills.
- Strong organizational and time management skills.
Budget & Financial Analyst
BC Housing Management Commission (Burnaby) Public Housing Authority
Camrose - 78.26kmFinancial Services Full-time
77,381.86 - 89,848.11
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Accounts Payable Clerk Full-time Job
Financial Services CamroseJob Details
The BA Blacktop Group of Companies is currently looking for an Accounts Payable Clerk to join our team at our Surrey Office Location.
Job Purpose
The Accounts Payable Clerk will perform accounting and administrative duties that ensure accurate processing of financial information.
Key Tasks and Responsibilities
All tasks require a high level of accuracy to ensure the correct processing of information.
- Processing of A/P invoices: matching packing slip & invoices, obtaining approvals, data entry, filing, preparation of payments to vendors, issuing payments (cheque runs) and account reconciliations.
- Responds to accounts payable inquiries.
- Assist with Reception relief.
- Other: perform journal entries, provide data for budgeting purposes, ensure correct application of taxes, provide information and assistance to other departments, perform other clerical functions as required.
Skills and Qualifications:
- 2+ years' experience in a similar role.
- Intermediate computer skills (including MS office, Word, Excel & Outlook).
- Ability to use enterprise-level financial record-keeping software systems, spreadsheets, and email applications.
- Ability to work independently and as part of a team.
- Ability to complete a high volume of work within deadlines.
- Excellent organizational and time management skills.
- Excellent interpersonal, oral, and written communication skills.
- Good problem-solving skills.
- Excellent knowledge of basic accounting concepts.
- Strong attention to detail.
ADDITIONAL COMMENTS ON THE ROLE
Location: Surrey, BC
Accounts Payable Clerk
BA Blacktop
Camrose - 78.26kmFinancial Services Full-time
50,000 - 55,000
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