17 Jobs Found
Financial Planner, Investment Specialist Full-time Job
Financial Services OttawaJob Details
As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. 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.
You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.
Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.
Is this role right for you? In this role, you will:
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
- Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
- Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
- Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
- 3 years of experience in financial planning and investment sales.
- You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
- Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
- You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
- Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
- A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
What’s in it for you?
- An entrepreneurial culture with the freedom to develop your career.
- A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
- A compensation structure 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.
- Ability to provide an excellent client experience without going to the branch.
- A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
- A work culture that promotes diversity, respect, and inclusion.
Other Information
Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
Financial Planner, Investment Specialist
Scotiabank
OttawaFinancial Services Full-time
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Analyst, Payroll Full-time Job
Financial Services NepeanJob Details
Application Close: 26/06/2024
Note: Applications / resumes received will be used to staff current and on-going requirements until the end of the current year.
JOB SUMMARY
Pay Production is responsible for the delivery of payroll services to all City of Ottawa employees, including delivery of a $1.6 billion annual payroll and all associated financial transactions; administration of programs for pay in compliance with collective agreements, city policies, and legislative requirements; and WSIB/LTD claims management to ensure proper financial management.
You use your in-depth technical knowledge of SAP HR/Payroll and the complexities of this retroactive system, along with comprehensive payroll knowledge, to ensure that city employees are paid accurately and on-time in compliance with collective agreements, payroll related legislation and city policy. You undertake various activities under non-negotiable deadlines to: ensure accurate pay, leave and benefit entitlements; audit accuracy of information; ensure placements are consistent with collective agreement provisions and corporate policies and procedures; and assist with testing new configurations within the SAP HR/Payroll system.
You also liaise with all positions within Payroll, Pensions & Benefits as well as Human Resources, Labour Relations and client departments at all levels of the organization, federal government staff and banking officials, to clarify and resolve issues, provide advice and respond to inquiries with respect to City of Ottawa employees’ pay, leave and benefit entitlements.
EDUCATION AND EXPERIENCE
Completion of 2 year community college program in business administration, finance or related field
Minimum of 3 years of related experience in an accounting or finance environment, which includes least 2 years in a computerized payroll function
CERTIFICATIONS AND LICENCES
KNOWLEDGE
- Corporate computer systems/applications including SAP HR/Payroll
- Compensation and benefit verification, calculation and auditing techniques and practices, including mathematical techniques to perform or verify manual and automated calculations
- General accounting principles
- Record keeping, filing and general office procedures
- Microcomputer applications, including Word, Excel and e-mail
- Time management techniques
- Payroll and Human Resources policies, guidelines and procedures
- The various collective agreements specific to the client population served
- Organizational structure of the City of Ottawa and relevant contacts therein
- Canada Revenue Agency legislation and regulations for income tax, EI and CPP
- WSIB, OMERS, ESA, Canada Labour Code, MFIPPA legislation
- Working knowledge of applicable occupational health and safety legislation and general knowledge of corporate/departmental policies and procedures related to health and safety Working knowledge of City of Ottawa Payroll and Financial Systems is an asset
COMPETENCIES, SKILLS AND ABILITIES
- Work effectively under pressure of heavy workload and non-negotiable deadlines
- Demonstrated knowledge of SAP in a HR/Payroll services environment
- Function at an advanced level in analysis and problem solving of SAP pay and leave data
- Work independently as well as within a team
- Communicate effectively, both orally and in writing, on complex and sensitive issues
- Apply collective agreement provisions as they relate to pay, leave and benefits
- Strong interpersonal skills
- Excellent oral and written communication skills
- Work well under tight deadlines
- Thoroughness and initiative
- Organized, methodological and attention to detail
- Customer service oriented
- Flexible
- Team Player
WHAT YOU NEED TO KNOW
- Language Requirement: English oral, reading, writing
- Police Record Check: The successful candidate will be required to complete a Criminal Records and Judicial Matters Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.; Police record checks completed by a third-party company will not be accepted.
- You wil initially be paid 95% of your starting rate of pay, in accordance with the collective agreement.
- Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements.
- Please save a copy of the job poster. Once the closing date has passed, it will no longer be available.
We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.
Analyst, Payroll
City Of Ottawa
Nepean - 7.94kmFinancial Services Full-time
64,175.02 - 75,085.92
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Senior Financial Analyst Full-time Job
Financial Services NepeanJob Details
Applications received will be used to staff current and on-going requirements for up to 6 months from the closing date of this competition.
JOB SUMMARY
The Financial Services Branch is responsible for the overall delivery of financial services to all City departments, Boards, Commissions and Agencies, ensuring that the financial support requirements and financial processing are delivered in a timely, meaningful manner. Services include budget development and monitoring, financial analysis, project management support, financial reporting both internal and external, financial compliance, financial advice and accounting requirements. The Account Management units develop strategic business partnerships and deliver integrated, seamless, value-added and “one-stop-shop” financial support to their client departments to meet on-going and evolving operational requirements of the assigned lines of business.
You provide financial management information, advice, guidance and reporting to client management and staff, oversee the compilation, submission and monitoring of grant applications, support the client's involvement with cost sharing programs/other revenue producing programs/other agreements, and implement/ensure adherence to sound financial controls.
You also: participate in the preparation and maintenance of clients’ Operating and Capital Budgets; provide support to management for their presentations to various budget review/approval committees; participate in the preparation of monthly/quarterly/annual/ad hoc consolidated financial statements and reports; provide input into policy and best practices reviews/development, improved client services and accounting procedures/systems; participate in Performance Measurement initiatives; coordinate the activities of Financial Officers and other assigned staff; provide audit support; and perform other related duties as required.
EDUCATION AND EXPERIENCE
Completion of 4 year university degree in Business, Commerce or related field. Completion of 2 years towards a recognized accounting designation (CPA) is an asset.
Minimum of 5 years of related and progressively responsible experience in financial management, including financial analyses, budgets and accounting.
KNOWLEDGE
- Acquired knowledge of the City organization, financial policies and procedures
- Possess an understanding of the interrelationship between the Clients’ organization/business lines/client base, operational priorities and direction and City operations, processes and reporting activities
- Possess an understanding of corporate information management systems, including those used for financial budgeting, tracking, accounting and reporting
- Possess knowledge of relevant SAP modules and an understanding of maintenance management systems and/or other client software, and their interface with SAP
- Knowledge of financial controls and processes and financial processes relating to contracted work
- Knowledge of relevant special funding programs/grants available to the City from other levels of government
- Processes for budget development and monitoring
- Knowledge of applicable health and safety legislation, including the rights and duties of workers.
COMPETENCIES, SKILLS AND ABILITIES
- Able to work independently, with minimum supervision, and collaboratively with all staff as part of a team
- Possess organizational skills and flexibility to plan, initiate, organize and prioritize own work and to deal effectively with multiple demands conflicting priorities, pressures, and deadlines
- Able to understand/appreciate the technical complexities and diversities of the work in order to provide financial management support
- Able to provide functional supervision to other assigned employees, scheduling and coordinating work activities and providing instruction/guidance
- Able to research, analyze and evaluate financial/budgetary issues, interpret data, make decisions, develop appropriate solutions and formulate recommendations
- Able to identify financial tracking and reporting requirements and provide user input to systems enhancements
- Able to administer regulations, laws, and financial/administrative policies/procedures
- Able to work collaboratively and to bring conflicting points of view to consensus
- Possess excellent interpersonal and communication skills
- Possess advanced computer literacy in MS Office Suite in a windows environment, including use of intra/internet
- Able to use Corporate SAP modules/system and work with other advanced computer applications or software used by the client group(s) analytical and attentive to detail
- Able to exercise discretion and confidentiality
- Flexible and adaptable to deal with shifting priorities
- Able to demonstrate sound judgement
- Able to demonstrate tact and diplomacy
- Possess initiative and self-motivation
- Possess a strong customer service orientation
- Possess a work record of good attendance and job performance
WHAT YOU NEED TO KNOW
- Language Requirement: English oral, reading, writing
- Police Record Check: The successful candidate will be required to complete a Criminal Records and Judicial Matters Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.; Police record checks completed by a third-party company will not be accepted.
- Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements.
- Please save a copy of the job poster. Once the closing date has passed, it will no longer be available.
We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.
Senior Financial Analyst
City Of Ottawa
Nepean - 7.94kmFinancial Services Full-time
79,810.64 - 97,111.56
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Analyst, Accounts Payable Full-time Job
Financial Services NepeanJob Details
Successful applicants meeting the employer’s qualification standard will be placed on an eligibility list. This list will be used to staff current and ongoing requirements for up to one year from the closing date of this competition.
JOB SUMMARY
The mandate of Supply Services is to ensure procurement activities (valued at approximately $1 billion annually) and payment activities (valued at approximately $3 billion annually) are undertaken with a strategic corporate outlook, and reflect industry best practice to effectively meet the needs of City departments, the Library Board, Ottawa Police Services and the expectations of Council.
You are responsible for conducting ongoing analysis of operations, reporting results, and providing analytical expertise for special projects in support of the Accounts Payable (AP) program and Supply Services.
You support a high-volume environment that aligns with City-wide strategies, service excellence, initiatives and goals.
EDUCATION AND EXPERIENCE
Completion of 4 year university degree in Commerce, Finance, Accounting or other related field
Minimum of 2 years of experience in accounting process environment, including financial analysis, and financial modelling.
KNOWLEDGE
- Knowledge of financial controls and processes and Accounts Payable Processing
- Forward thinking, able to provide the right information for management decision
- In depth knowledge of SAP, Markview, Excel
- Knowledge of Business Intelligence (BI)
- Knowledge of the Accounts Payable process, its priorities and challenges
- Understanding the intricacies of how the data is collected, and the resulting affect on reports
- Knowledge of applicable health and safety legislation, including the rights and duties of workers.
COMPETENCIES, SKILLS AND ABILITIES
- Able to understand/appreciate the technical complexities and diversities of the work in order to provide financial management support
- Able to research, analyze and evaluate financial/budgetary issues, interpret data, make decisions, develop appropriate solutions and formulate recommendations
- Able to identify financial tracking and reporting requirements and provide user input to systems enhancements
- Able to administer regulations, laws, and financial/administrative policies/procedures
- Able to work collaboratively
- Possess excellent interpersonal and communication skills
- Possess advanced computer literacy in MS Office Suite in a windows environment, including use of intra/internet
- Able to use Corporate SAP modules/system and work with other advanced computer applications or software
- Analytical and attentive to detail
- Able to understand the impact of the limitations of the source of information
- Creative problem solving
- Excellent communication
- Able to exercise discretion and confidentiality
- Flexible and adaptable to deal with shifting priorities
- Able to demonstrate sound judgment and initiative
- Able to demonstrate tact and diplomacy
- Possess initiative and self-motivation
- Possess a strong customer service orientation
WHAT YOU NEED TO KNOW
- Language Requirement: English oral, reading, writing
- Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements.
- Please save a copy of the job poster. Once the closing date has passed, it will no longer be available.
Application Close: 24/04/2024
We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.
Analyst, Accounts Payable
City Of Ottawa
Nepean - 7.94kmFinancial Services Full-time
69,713.28 - 84,824.74
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Accounts Receivable Billing Specialist Full-time Job
Financial Services KanataJob Details
DUTIES AND RESPONSIBILITIES:
Must be able to perform, but not be limited to, the following duties and responsibilities:
- Create or import invoices in Sage 300 at daily/ weekly/ bimonthly frequency based on each contract;
• Process journal entries to book revenue, revenue accrual, credit notes;
• Keep a track of unbilled/ flow through charges and invoice those to customers as soon as possible;
• Proactively communicate with Charter Account Managers/ Business contacts on potential issues in processing delays;
• Provide support for proposed changes in customer pricing as needed;
• Help establish billing process for new customers based on related contracts;
• Forge solid relationships with Charter Account Managers/ business units in order to serve as primary contact for any queries on customer invoicing and payments;
• Ensure a consistently high level of quality in service provided in terms of timeliness and accuracy;
• Assist in year end audits conduced within Canadian North and provide support to Customers in audits conducted in their respective organizations;
• Apply payments when received to corporate accounts;
• Assist with processing of cargo claims to customer accounts;
• Reconcile payments to bank accounts and credit card accounts;
• Answer questions from analysts and make any necessary corrections;
• Perform other assigned tasks.
SKILLS AND QUALIFICATIONS:
Include, but not limited to, the following minimum skills and qualifications:
- 3 years of relevant accounting experience;
- Three (3) years post secondary education;
• High proficiency in Microsoft Excel, experience with pivot tables, filters, lookups etc.;
• Ability to work with and analyze large datasets;
• Working knowledge of accounting principles;
• Excellent interpersonal communication with a developed customer service approach;
• Excellent time management;
• High level of attention to detail and ability to learn quickly in a dynamic and fast-paced environment;
• Ability to work under pressure and deal with tight deadlines;
• Ability to speak Inuktut a definite asset;
• Ability to obtain and retain an Airport Restricted Area Pass in accordance with the Airport Restricted Area Access Clearance Program regulated by Transport Canada.
Closing date: September 25, 2024
Accounts Receivable Billing Specialist
Canadian North
Kanata - 21.1kmFinancial Services Full-time
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