All jobs within 200 km around Moncton in Financial Services

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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 build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• 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.

Job Location

Summerside-245 Water Street

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

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.

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.

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. 

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. 

Promote the development and sustainable growth of proprietary investment business in the assigned market area by: 

• Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
• Exercising a collaborative approach when dealing with peers, clients, and partners. 
• Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. 

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

• Experience in financial planning and investment sales is preferred.
• Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner(CFP®) designation. 
• You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
• You're able to work independently as a self-motivated entrepreneur with minimal supervision.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. 

What’s in it for you?

• A competitive compensation and benefits package that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• A work culture that promotes diversity, respect, and inclusion.
• An organization committed to making a difference in our communities – for you and your clients.

#financialplanner

The Invoice Solution Analyst receives, prioritizes, investigates and processes customer invoice disputes within established company guidelines. They are to identify root causes and collaborate across functions to implement processes to ensure resolution.

How You'll Help:

• Corporate – serves all divisions across all departments – juggling stakeholders internal and external Establish and maintain accuracy KPIs
• Collaborate across departments; including Sales, Operations, Pricing and Rates, to identify problems. Work to remove barriers and find solutions to ensure the collection of outstanding invoices
• Participate in or host conference calls and/or meetings to correct and align internal stakeholders with external customers
• Receive and prioritize invoice disputes through Invoice Solutions Salesforce system as well as receiving disputes over the phone
• Investigate reoccurring invoice disputes, identify root causes, and collaborate across functions to implement processes to ensure resolution
• Work with the leadership team to identify and develop strategies for the resolution of invoice discrepancies to minimize DSO (days sales outstanding)
• Interpret customer contracts and rates
• Investigate, prepare, and request customer refunds
• Create and maintain standard operating procedure documents
• Take ownership for decision making and have the confidence to make tough decisions that affect Company revenue
• Monitor requests over 10 days on a daily basis; and escalate issues to Customer Resolution Manager when necessary
• Always display a positive attitude and lead in a manner which motivates the team
• Other related duties as may be required

Your Skills & Experience:

• Post-secondary education in business administration, accounting or related field
• A suitable combination of education and experience may be considered
• 2+ years experience in a finance role, preferably in the transportation industry
• 2+ years experience in a Billing/Rating role
• Strong MS Suite skills; Outlook, Excel & Word; must possess the aptitude for learning new programs; AS400, Oracle, Truckmate, Salesforce – an asset; ability to learn new programs/platforms
• Exceptional customer service focus
• Excellent communication skills, written and verbal
• Strong organizational and time management skills, including the ability to work under pressure in a fast paced setting
• Ability to multitask and prioritize in a deadline driven environment; appropriate sense of urgency
• Ability to work independently and to collaborate with others to meet customer expectations
• Ability to motivate a team
• Data entry
• Attention to detail

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.

The Senior Accountant is responsible for preparing monthly and quarterly financial statements and ensuring the accuracy and completeness of balance sheet accounts. This role also leads process improvements and system enhancements to optimize accounting operations.

How You'll Help:

• Financial Statement Preparation: Support the corporate accounting team in preparing monthly and quarterly financial statements and consolidation packages.
• Fixed Asset Management: Maintain the fixed asset subledger, including accounting for additions, disposals, transfers, and performing monthly closing processes and reconciliations.
• Balance Sheet Validation: Validate various balance sheet accounts to ensure accuracy and completeness.
• Process Improvement: Lead projects focused on process improvements and system enhancements, as required.
• Mentorship: Provide guidance to junior and intermediate accountants as needed.
• Ad Hoc Assignments: Perform other accounting assignments as required.

Your Skills & Experience:

• Bachelor's degree in Accounting or Finance; CPA designation preferred.
• Professional Accounting designation held or near completion.
• Continuous development of knowledge and skills in the field of accounting, including accounting practices and Day & Ross specific requirement.
• Minimum of five years of accounting experience, with a focus on financial statement preparation and process improvement.
• Advanced in accounting software and Microsoft Office Suite (Excel, Word).
• Excellent analytical skills with a high level of attention to detail.
• Strong communication skills both verbal and written.
• Ability to work well under pressure
• Ability to work independently to contribute to a team and work well with a team to implement new processes and systems.
• Effective time management skills with the ability to multitask and prioritize
• Leadership skills with the ability to guide and mentor junior and intermediate accountants.
• Strong understanding of accounting principles and practices preferably in the transportation industry.

***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

The Billing Coordinator is an expert in all job functions of the Billing Department. The Coordinator will facilitate the work amongst Billing Administrators and provide specialized support to the team.  The Billing Coordinator will be focused on increasing invoice quality by analyzing reporting to identify problem areas and implement corrective action.  With continuous improvement always in mind, the Billing Coordinator will be responsible to review and implement process improvement initiatives.  Must understand customer invoice requirements and provide custom invoice solutions as required. 

How You’ll Help: 

• Provide daily support to Billing Administrators to ensure all job functions are getting completed in adherence to the Business Service Level Agreements 
• Perform Billing Administrator job functions when required to support getting task (s) completed 
• Analyze processes to improve overall effectiveness of the team 
• Input other types of Billing (contract probills) unrelated to shipment movement  
• Investigate and create Customer Deals and Invoice Audit rules in AS400 to meet customer/business requirements and improve invoice accuracy 
• Regular communication with all levels of the organization to provide consistent feedback of areas that need improvement in order to improve invoice quality 
• Investigate reoccurring invoice issues to get to the root cause.  Work with all levels of the business, as well as external customers to implement sustainable solutions 
• Analyze and understand customer invoice requirements; offer standard invoice options when applicable, focusing on electronic solutions  
• Work closely with customers and Sales to provide approved non-standard invoice options including updating customer web portals to provide accurate invoice details 
• Handle escalated issues from Billing Administrators within established guidelines  
• Exhibit leadership at all times, be accessible and approachable to all Billing Team members 
• Maintain positive customer relationships, both internally and externally 
• Other related duties as may be required 

Your Skills & Experience: 

• Minimum of secondary education, with preference of post-secondary education (general stream), or a combination of education and experience. 
• Minimum one year experience in a Billing Department 
• Excellent verbal and written communication skills 
• Computer skills – accuracy, MS products including strong Excel skills; AS400 experience, an asset. Must possess the ability to learn new software 
• Demonstrated interpersonal and customer relationship skills 
• Strong analytical and problem solving skills, particularly numerical 
• Detail orientated with the ability to work accurately in a high volume, fast-paced environment. 
• English, other languages considered an asset 
• Able to work with little supervision  

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.