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Finance Director Full-time Job

Maple Leaf Foods Inc.

Financial Services   Mississauga
Job Details

As a member of the VP Finance, Controller’s team, the primary responsibility of this position is to integrate financial reporting, process, controls and analysis into Maple Leaf’s Integrated Report and Sustainability Strategies. This position will work closely with the Sustainability team and support their work. This includes the accountability of producing the Greenhouse Gas (“GHG”) Inventory, staying current with evolving GHG and financial standards and identifying our financial exposure to sustainability related initiatives, such as carbon market credits. This also includes staying current with all new guidelines and standards, including SBTi, FLAG, and IFRS S1 and S2.

Any MLF team member interested in being considered for this role are encouraged to apply online by August 13. Applications received beyond that date are not guaranteed consideration.

Snapshot of a Day-in-the-Life:

  • Accountable for the calculation and methodology of the Greenhouse Gas Inventory and ensure it is aligned with the latest Greenhouse Gas Protocol Guidance.
  • Assess the impact of environmental strategies such as regenerative agriculture and anerobic digestion on the GHG inventory.
  • Lead the evaluation of Science-Based Target Initiative target setting and responsible for the application and assessment process.
  • Review all Environmental, Social and Governance (“ESG”) metric, ensuring accuracy in data, consistency in approach, repeatability and reportability within the annual Integrated Report, Task Force on Carbon-Related Financial Disclosures (“TCFD”), Global Reporting Initiative Index (“GRI”), Carbon Disclosure Project (“CDP”) Questionnaire, etc.
  • Support the Sustainability Team in preparing material and attending Disclosure Committee meetings.
  • Manage the carbon offset programs and renewable energy credits used to maintain our carbon neutral claim.  
  • Maintain the internal carbon calculator used to assess environmental impacts to all capital expenditure requests
  • Research and determine, in conjunction with the technical accounting team, the accounting treatment and impact of any sustainability efforts and resultant impact to Maple Leaf’s financial results.
  • Key subject matter expert in the implementation of a GHG system to automate the calculation of the GHG inventory
  • Liaise with external auditors
  • Manage a team of two professional staff
  • Special projects as required

What You’ll Bring:

  • CPA, CA designation, with 10+ years of experience
  • Knowledge of IFRS guidance on ESG, including S1 and S2
  • Experience with GHG inventory and SBTi would be an asset
  • A good understanding of internal controls, especially around non-financial data
  • Previous experience with external auditors
  • Strong reporting, budgeting, and analytical skills
  • Possess strong interpersonal skills to be able deal and build relationships with people at all levels in the organization
  • Ability to work with a positive attitude and in a professional manner
  • Possess strong organizational, analytical and problem-solving skills
  • Ability to understand process and identify opportunities for improvement to develop and create efficient processes
  • Exhibits a keen interest in social and environmental causes and initiatives
  • Exceptional attention to detail
  • Ability to work under pressure with tight deadlines
  • Advanced PC proficiency, especially in Excel
  • Experience with SAP and Sustainability’s Resource Advisor Software would be an asset

What We Offer at Maple Leaf Foods:

  • Being part of a high-performance, people-focused company that has an inspiring and unique vision to become the most sustainable protein company on earth, and a deep commitment to sustainable protein across North America.
  • An inclusive company culture and a work environment that keeps our people safe, rewards excellence, and empowers everyone to learn and contribute their best.
  • A hybrid work model that embraces remote work for eligible roles, helping team members achieve work-life balance—combining the best of both spending time working remotely, benefitting from focus time, and purposeful collaboration in the office setting. 
  • Competitive Health and Wellness benefits that offer flexibility to meet your individual or family needs, including programs focused on improving mental health and wellbeing. These benefits start on your first day of employment.

Finance Director

Maple Leaf Foods Inc.
Mississauga - 18.94km
  Financial Services Full-time
As a member of the VP Finance, Controller’s team, the primary responsibility of this position is to integrate financial reporting, process, controls and analysis into Maple Leaf’s...
Learn More
Jul 31st, 2024 at 12:57

FINANCE SPECIALIST Full-time Job

UPS

Financial Services   Mississauga
Job Details

Job Summary
The Finance Specialist primarily analyzes and interprets financial data and identifies trends used by senior managers to make strategic company decisions. This position works on multiple reports simultaneously, focusing on details while finding creative ways to tackle big picture challenges. And collaborates with Operations and Non-Operations partners across the country to consult on planning and reporting.

Responsibilities:

  • Researches and interprets financial data to ensure leaders have the most up to date and reliable information to help make the best possible decisions.
  • Research requested expenses and project trends for staff, division, business, and center managers to ensure operation within budget guidelines.
  • Assists in performing variance analysis of actual versus planned data to identify areas where targeted projections are not being obtained.
  • Audits areas of concern (e.g., unusual cost, overtime hours, etc.) to ensure proper reporting occurs.
  • Gathers and analyzes preliminary data for management team to help determine strategic direction for communicating information to the regions and districts.
  • Oversee month end activities.  Coordinate with operations and accounting to ensure accruals and costs are validated before the books are closed.
  • Assist in completion of business plan for district expenses.
  • Create weekly or monthly reports for discretionary expenses.
  • Run P&L driven projects that will promote revenue initiatives and cost saving opportunities.
  • Automate business processes to increase efficiency.
  • Implement process improvements on areas identified as concern/risk from a compliance or cost perspective.
  • Create best-practice reports based on data visualization, trend analysis using Power BI, Excel Macros etc.


Qualifications:

  • Bachelor's Degree or International equivalent - Preferred
  • Bachelor’s Degree or International equivalent in Accounting, Business Administration, Finance, Economics, or related field - Preferred
  • Experience demonstrating proficiency with Microsoft Office Suite Products (Excel and Access) and Power BI

FINANCE SPECIALIST

UPS
Mississauga - 18.94km
  Financial Services Full-time
Job Summary The Finance Specialist primarily analyzes and interprets financial data and identifies trends used by senior managers to make strategic company decisions. This position...
Learn More
Jul 29th, 2024 at 15:48

Finance and administration director | LMIA Approved Full-time Job

Green Life Inc

Financial Services   Mississauga
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language.
Education: Candidates should have standard educational qualifications such as a College/CEGEP
Experience: Candidates need experience of 3 years to less than 5 years
Supervision: 3-4 people
Computer and technology knowledge: MS Excel, MS Office, MS PowerPoint, MS Word

Physical Requirements:

  • The candidate should be able to work in a fast-paced environment and pay attention to detail.

Other Requirements:

  • The candidate should have efficient interpersonal skills, excellent oral communication and excellent written communication skill.
  • The candidate should be efficient and a good team player.
  • The candidate should be organised and flexible in nature.

Responsibilities:

  • The candidate should direct and advise staff engaged in providing records management, security, finance, purchasing, human resources or other administrative services, interview, hire and provide training for staff, plan, administer and control budgets for client projects, contracts, equipment and supplies.
  • The candidate should plan, organize, direct, control and evaluate the operations of a department providing a single administrative service or several administrative services, prepare reports and briefs for management committees evaluating administrative services.

Benefits:

  • The employees get health benefits such as Dental plan, Health care plan, Vision care benefits.
  • The employees get other benefits such as free parking.

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume) through below mentioned details.

By email
[email protected]

Be prepared for the screening questions

  • Are you currently legally able to work in Canada?
  • Do you have previous experience in this field of employment?

Finance and administration director | LMIA Approved

Green Life Inc
Mississauga - 18.94km
  Financial Services Full-time
  46.50
Requirements: Languages: Candidates must have knowledge of the English Language. Education: Candidates should have standard educational qualifications such as a College/CEGEP Exper...
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Jul 29th, 2024 at 12:46

Finance Associate Analyst Full-time Job

PepsiCo

Financial Services   Mississauga
Job Details

The Finance Associate Analyst, Customer Finance contributes to PepsiCo Beverages Canada’s success by acting as an integral part of the Canadian Finance team, supporting the sales organization. In addition to providing business and analytic support, this position contributes to PBC’s success by proactively monitoring business trends and identifying risks and opportunities to maximize PBC’s business performance.  The position will include extensive involvement in PepsiCo’s transformational agenda with a focus on a seamless transition of PepsiCo’s trade management system. Success in this role will require results-driven behavior, solid organizational skills, intellectual curiosity, strong financial analytical skills, technical strength, interpersonal skills and the ability work both independently or as part of a team.

Responsibilities

  • Obtain an understanding of legacy and go-forward systems to enable effective financial reporting throughout the system transition phase.
  • Validate the accuracy of pricing and trade is being accurately recorded within PepsiCo’s systems utilizing established tools and analytical skills.
  • Utilize models to ensure the effective reconciliation of customer payments against established trade accruals.
  • Effectively communicate pricing, trade, and settlement issues to finance, sales, and IT leads.
  • Provide insight and analysis into drivers of change for key metrics: vol, CDA, DNP, MC and profitability vs prior year and plan by division and product.
  • Support in identifying any fluctuations between the plan/forecast and actual sales trend, communicate any concern, and help developing solutions for driving sales or for modifying /adjusting activities to variations from the plan.
  • Provide insights and analytics that help the DOS/KAMs on customer team develop robust CAPS that delivers against AOP metrics and accurate QBP forecasts.
  • Improve/simplify CF processes by analyzing current tools and systems and designing and implementing new procedures for more efficient reporting.
  • Assist with ad-hoc and cross-functional projects as required.

Qualifications

  • Bachelor’s Degree (business or accounting specialization preferred)
  • An ability to work cross-functionally to gain an understanding of processes.
  • Ability to prioritize and excel in a fast-paced environment.
  • Excellent analytical and financial modeling skills
  • Strong collaboration and communication skills
  • Solid Excel, PowerPoint, and business enterprise solution skills

What you can expect from us:

  • Competitive compensation, benefits, pension, RRSP contribution and vacation time
  • A flexible working environment that promotes a healthy work-life balance
  • A dynamic and inclusive culture that promotes you to bring your whole self to work.
  • A supportive team that will encourage your professional growth and development.
  • An opportunity to be meaningful and impactful within your work and projects.

#Li-Hybrid

Finance Associate Analyst

PepsiCo
Mississauga - 18.94km
  Financial Services Full-time
The Finance Associate Analyst, Customer Finance contributes to PepsiCo Beverages Canada’s success by acting as an integral part of the Canadian Finance team, supporting the sales o...
Learn More
Jun 20th, 2024 at 12:36

Finance Analyst Full-time Job

Maple Leaf Foods Inc.

Financial Services   Mississauga
Job Details

 As a member of the internal reporting team the financial analyst will report to the Manager, Reporting.  The individual plays a key role in the month-end and quarterly close process and the budget preparation. This position will also support the business in responding to various accounting enquiries and other projects as required.

Any MLF team member interested in being considered for this role are encouraged to apply online by May 01. Applications received beyond that date are not guaranteed consideration.

Snapshot of a Day-in-the-Life:

  • Completion of various month end validation tasks using financial systems to ensure accuracy of balances 
  • Supporting SFAs in preparation of the monthly Management Control Report (MCR)
  • Monthly preparation of journal entries into SAP and Business Planning Consolidation (BPC) and upload of manual data in BPC, where needed.
  • Monthly preparation of balance sheet reconciliations and follow-ups
  • Monthly filing of provincial sales taxes in coordination with tax team and keeping track of outstanding refunds.
  • Co-ordination of the annual budget process with various functional groups and the preparation of the budget MCR schedules
  • Perform ad hoc financial accounting analysis as required – system expert for data queries involving BPC
  • Assist External Reporting Finance team, Tax team and other functional groups with specific requests or analysis of MCR balances
  • Supporting Blackline administrator in setting up month-end reconciliations, Quarterly and year-end reporting, other duties and special projects, as required
  • Involvement in quarterly testing of reporting internal controls (C3)

What You’ll Bring:

  • Enrolled and working toward an Accounting Designation
  • University degree Finance/Accounting
  • Ability to work with a positive attitude and in a professional manner
  • Lead continuous improvement initiatives
  • Enjoy working in a fast paced, changing environment
  • Strong communication skills
  • Detailed oriented person
  • Possess strong interpersonal and organizational skills
  • Strong Excel skills
  • Ability to work with minimum supervision and be a dedicated team player

What We Offer at Maple Leaf Foods:

  • Being part of a high-performance, people-focused company that has an inspiring and unique vision to become the most sustainable protein company on earth, and a deep commitment to sustainable protein across North America.
  • An inclusive company culture and a work environment that keeps our people safe, rewards excellence, and empowers everyone to learn and contribute their best.
  • A hybrid work model that embraces remote work for eligible roles, helping team members achieve work-life balance—combining the best of both spending time working remotely, benefitting from focus time, and purposeful collaboration in the office setting. 
  • Competitive Health and Wellness benefits that offer flexibility to meet your individual or family needs, including programs focused on improving mental health and wellbeing. These benefits start on your first day of employment.
  • Defined Contribution Pension Plan with company matching that starts on your first day of employment.
  • Learning and development opportunities, including workshops, ‘speaker series’ events, and resources that allow you to develop your skills and progress your career.
  • Comprehensive tuition reimbursement program that supports continuous learning and development of our team members through investment in eligible degrees, diplomas, professional certification, or trades programs.
  • Supporting our deep commitment to community impact, we offer up to two paid days annually to volunteer at a cause of your choice.

We embrace a strong, values-based culture

Our eight Leadership Values are our north star. They guide the decisions we make for all our stakeholders: our consumers, our customers, our people, our communities, our shareholders, and the environment.

  • Doing What’s Right
  • Shared Value
  • High Performance
  • Diverse and Inclusive Teams
  • Disciplined Decision Making
  • Our Accountability
  • Intense Curiosity
  • Transparency and Humility

We thank all applicants for their interest in exploring employment opportunities with Maple Leaf Foods; however, only those selected for an interview will be contacted. Applicants may be subject to a background check and must meet the security criteria designated for the position.

Finance Analyst

Maple Leaf Foods Inc.
Mississauga - 18.94km
  Financial Services Full-time
 As a member of the internal reporting team the financial analyst will report to the Manager, Reporting.  The individual plays a key role in the month-end and quarterly close proce...
Learn More
Apr 17th, 2024 at 12:40

Junior Accountant Full-time Job

Flynn Canada Ltd

Financial Services   Mississauga
Job Details
A Day in the Life
·  Perform accounting functions for various branches and/or subsidiaries
·  Perform variance analysis on costs and revenues
·  Perform bank account and other general ledger account reconciliations
·  Process journal entries
·  Assist with annual business plan
· Assist with annual audit
·  Other projects and assignments as required
 
What We Offer
· Be part of a growing company 
· Great Perks/Discounts
· Excellent Benefits Program Health, Dental, Vision
· Challenging, fast-paced work
· Complimentary tea and coffee
· Work in a beautiful building with an in-house cafeteria and gym!
 
 What We Are Seeking
·  Post secondary education in commerce/accounting/finance or related required
·  Minimum 1 year experience in an accounting department is a strong asset
·  Excellent computer skills and superior knowledge of all MS Office Suite programs
·  Excellent planning, organization, interpersonal and customer service skills
·  Excellent communications skills
·  Patience with routine and attention to detail
·  Proactive and process-oriented working style
·  Ability to work in a fast paced environment
·  Ability to multi-task, meet pressing deadlines and anticipate client needs
·  Ability to maintain confidentiality

Junior Accountant

Flynn Canada Ltd
Mississauga - 18.94km
  Financial Services Full-time
A Day in the Life ·  Perform accounting functions for various branches and/or subsidiaries ·  Perform variance analysis on costs and revenues ·  Perform bank account and other gene...
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Apr 14th, 2024 at 22:09

Pricing Analyst Full-time Job

Day & Ross Inc.

Financial Services   Mississauga
Job Details

The International Pricing Analyst is the key liaison between Day & Ross Trade Networks and our partner carriers to build superior solutions for our customers.  Responsible for providing the correct balance of pricing and service to win with customers.  This position is all about driving results by taking initiative, working closely with sales, customers, and carrier vendors where you will use your superior customer service skills and strong negotiation skills to provide the right pricing and service to win business and enabling our continuous growth.   You will work collaboratively with other team members and through effectively providing guidance, coaching, and mentoring to the team, achieving a positive impact to our customer and corporate expectations.

 

How You’ll Help

  • Monthly Rate updates and distribution
  • Monthly designated carrier assignment and distribution
  • Monthly pricing updates for all carriers, including all programs specific to those carriers.
  • New Pricing Requests and cost negotiations
  • Manage all invoice discrepancies.
  • Building pricing, understanding costs, and controlling margins 

 

Your Skills & Experience: 

  • Post-secondary degree in business or related field, university preferred.
  • Minimum 3 years’ experience in rating and/billing in the transportation industry.
  • A suitable combination of education and experience may be considered.
  • International pricing experience, an asset.
  • Excellent computer skills: including advanced Excel and the ability to learn new programs and platforms.
  • Ability to work with and apply mathematical concepts to practical situations and scenarios
  • Advanced communication skills including the ability to relay information (verbal and written) between several parties, across departments, functions, divisions; the ability to prepare detailed and accurate presentations both numerical and text driven. 
  • Troubleshooting and problem-solving skills; the ability to deal with variables and limited standardization and make solid decisions and recommendations
  • Strong organizational and time management skills, including the ability to work under pressure and prioritize appropriately in a fast-paced setting.
  • Ability to multitask in a deadline driven environment; appropriate sense of urgency and agility to handle changing priorities.
  • Sound judgement and business acumen in developing and successfully implementing strategies to achieve profitability objectives.
  • Results focused; able to hold others accountable.
  • Strong team and customer service skills

 

To apply, visit our Careers page at dayross.com.

If you’re chosen for the role, you’ll be asked to provide reference and criminal background checks before employment. You’ll only be contacted if you’re selected for an interview. 

Pricing Analyst

Day & Ross Inc.
Mississauga - 18.94km
  Financial Services Full-time
The International Pricing Analyst is the key liaison between Day & Ross Trade Networks and our partner carriers to build superior solutions for our customers.  Responsible for...
Learn More
Mar 18th, 2024 at 10:30

Client Solutions Sales Advisor Full-time Job

Scotiabank

Financial Services   Mississauga
Job Details

Job Overview:

 

As a Client Solutions Advisor you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen customer relationships through the sale of banking solutions.

 

 

Is this role right for you?

 

  • As a Client Solutions Advisor you’re results focused, driven, have strong sales acumen, and love meeting new people.

  • You will be responsible for developing and maintaining a relationship of mutual trust and confidence with customers, Mortgage Brokers, and key Scotiabank partners including Home Financing Advisors (HFAs), Broker Relationship Managers (BRMs), Home Financing Lending Managers (HFLMs), Underwriters and other branch employees to ensure successful transition of the customer.

  • You’re willing to work variable hours including weekends and evenings and you’re available to meet customers at times that are convenient for them both in person and virtually.

  • You possess and maintain a valid driver’s license and have access to a vehicle during working hours.

 

 

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

 

  • You have proven experience excelling in a sales environment (across any industry), 2+ years of sales experience is preferred.

  • You enjoy the challenge of exceeding targets, and you can effectively manage  changing priorities .

  •  You have previous experience of achieving objectives relating to sales results, effective customer hand-off, and adherence to compliance for products delivered and services offered.

  • You’re a relationship builder who is focused on providing a great customer experience and deepening relationships with both new and existing customers.

 

 

What's in it for you?

 

  • Supportive environment with coaches that are inspired to help you exceed your goals.

  • The tools you need to be successful providing customers with advice and product solutions.

  • Lucrative compensation package that includes base salary and quarterly compensation, putting you in control of how much you can earn.

  • Unique lead generation program, where we provide you, pre-approved customer leads to generate your sales from.

Client Solutions Sales Advisor

Scotiabank
Mississauga - 18.94km
  Financial Services Full-time
Job Overview:   As a Client Solutions Advisor you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role wi...
Learn More
Jan 16th, 2024 at 04:50

Accounting technician Full-time Job

Raman Gumber CPA Professional Corp

Financial Services   Mississauga
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates needs College/CEGEP certificate.
Experience: Candidates needs experience of 1 year to less than 2 years

Responsibilities

Tasks

  • Calculate and prepare cheques for payroll
  • Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
  • Maintain general ledgers and financial statements
  • Post journal entries
  • Prepare other statistical, financial and accounting reports
  • Prepare tax returns
  • Reconcile accounts

How to apply

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through below mentioned details.

 

By email

[email protected]

Accounting technician

Raman Gumber CPA Professional Corp
Mississauga - 18.94km
  Financial Services Full-time
  27.25
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates needs College/CEGEP certificate. Experience: Candidates needs experience of 1...
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Jan 13th, 2024 at 10:33

Financial advisor Full-time Job

Fintax Solutions

Financial Services   Brampton
Job Details

Overview

Languages

English

Education

  • Bachelor's degree

Experience

7 months to less than 1 year

On site

 Work must be completed at the physical location. There is no option to work remotely.

Green job Help - Green job - Help

 The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.

Responsibilities

Tasks

  • Identify clients' financial goals and objectives
  • Supervise staff
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Underwrite new issues of stocks and bonds
  • Negotiate with corporations and government to determine the type and terms of new securities issue
  • Prepare offering prospectus for new issues of stocks and bonds
  • Assist in the planning and execution of financial statement audits

Experience and specialization

Computer and technology knowledge

  • MS Office

Additional information

Work conditions and physical capabilities

  • Fast-paced environment
  • Work under pressure
  • Attention to detail

Personal suitability

  • Accurate
  • Organized
  • Team player

 

How to apply

By email

 

[email protected]

Financial advisor

Fintax Solutions
Brampton - 19.87km
  Financial Services Full-time
  34.50
Overview Languages English Education Bachelor's degree Experience 7 months to less than 1 year On site  Work must be completed at the physical location. There is no option to work...
Learn More
May 27th, 2025 at 16:27

Accounting supervisor Full-time Job

V4U LOGISTIC INC.

Financial Services   Brampton
Job Details

Overview

Languages

English

Education

  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years

Experience

1 year to less than 2 years

On site

 Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

Tasks

  • Train workers in duties and policies
  • Prepare and submit reports
  • Ensure smooth operation of equipment
  • Resolve work problems, provide technical advice and recommend measures to improve productivity and product quality
  • Ensure accuracy of financial transactions
  • Co-ordinate, assign and review work
  • Requisition or order materials, equipment and supplies
  • Arrange for maintenance and repair work
  • Co-ordinate activities with other work units or departments
  • Establish work schedules and procedures

Supervision

  • 3-4 people

Experience and specialization

Computer and technology knowledge

  • MS Access
  • MS Excel
  • MS Outlook
  • MS PowerPoint
  • MS Project
  • MS Word

Additional information

Work conditions and physical capabilities

  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail

Personal suitability

  • Accurate
  • Excellent oral communication
  • Excellent written communication
  • Organized
  • Team player

 

27 HANSEN ROAD SOUTH BramptonONL6W 3H7

How to apply

By email

 

[email protected]

Accounting supervisor

V4U LOGISTIC INC.
Brampton - 19.87km
  Financial Services Full-time
  36
Overview Languages English Education College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years Experience 1 year to less than 2 years On sit...
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Apr 22nd, 2025 at 15:44

Financial Planner Full-time Job

BMO Canada

Financial Services   Brampton
Job Details

Application Deadline:

03/05/2025

Address:

52 Peel Centre Drive

 

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

  • Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
  • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
  • Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
  • Supports the achievement of sales and performance targets.
  • Develops and implements a relationship management plan to meet the needs of client.
  • Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Executes work to deliver timely, accurate, and efficient service.
  • Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
  • Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
  • May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
  • Builds effective relationships with internal/external stakeholders.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

 

Qualifications:

  • Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
  • Advanced working knowledge of financial industry.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

 

Starting salary is $55,000 plus upward commission potential

 

Salary:

$44,500.00 - $82,500.00

Financial Planner

BMO Canada
Brampton - 19.87km
  Financial Services Full-time
  44,500  -  82,500
Application Deadline: 03/05/2025 Address: 52 Peel Centre Drive   Provides financial and investment planning and advice to deliver a solution in the best interests of the customer....
Learn More
Feb 6th, 2025 at 13:44

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