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Financial Planner Full-time Job

BMO CANADA

Financial Services   Cobourg
Job Details

Application Deadline:

04/15/2024

Address:

62 King Street West

 

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.
  • CFP designation preferred or one of the following:
  • Personal Financial Planner (PFP) designation,
  • Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
  • Financial Planning I & II (FP I & II).
  • Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
  • 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.
 

 

Compensation and Benefits:

$42,300.00 - $78,400.00

 

Pay Type:

Salaried & Commission

 

The above represents BMO Financial Group’s pay range and type.

 

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

 

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/total-rewards

 

We’re here to help

 

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

Financial Planner

BMO CANADA
Cobourg - 19.57km
  Financial Services Full-time
  42,300  -  78,400
Application Deadline: 04/15/2024 Address: 62 King Street West   Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. D...
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Mar 27th, 2024 at 09:40

Financial Services Representative II Full-time Job

CIBC

Financial Services   Oshawa
Job Details

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 Mailbox.careers-carrieres@cibc.com

  • 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

Oshawa-1371 Wilson Rd N

 

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

Financial Services Representative II

CIBC
Oshawa - 38.41km
  Financial Services Full-time
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 Se...
Learn More
May 15th, 2025 at 16:59

Tax Accounting Analyst Full-time Job

City Of Oshawa

Financial Services   Oshawa
Job Details

Reporting to Supervisor, Taxation Services, the Tax Accounting Analyst is responsible for ensuring transactions in the property tax system for the City are in compliance with legislation, policies and PSAB standards while ensuring efficient customer focused service delivery.

Responsibilities:

  • Ensure the integrity of tax account data, resolve anomalies, and manage payment options
  • Monitor tax payments, manage the property tax schedule, and oversee tax adjustment applications
  • Ensure legislative compliance for tax rebates, reductions, and refunds, including Senior, Disabled, Charity, Heritage, and Tax Deferral programs
  • Manage assessment base, including reviewing property sales, municipally owned properties, and assessment accuracy with M.P.A.C.
  • Coordinate with financial institutions for mortgage tax program management, including interest additions and deletions, payment reconciliation, and compliance reporting
  • Perform tax accounting analysis, including reconciliation of property tax subledger, daily transaction reviews, remittances, and providing recommendations to management
  • Assist Tax Administration staff where necessary and other duties as assigned
  • Support and demonstrate the City of Oshawa core values of Authenticity, Courage and Trust

Requirements:

  • Demonstrated knowledge and skill normally associated with the completion of a three (3) year degree in Business Administration from a recognized community college and a minimum three (3) years of relevant property taxation experience in a municipal environment
  • Completion of the Municipal Tax Administration Program (M.T.A.P.) certification is required
  • LEAN certification is considered an asset
  • Strong mathematical, analytical skills, investigative and research abilities with a high level of financial accounting skills and possess a sense of accuracy and thoroughness along with good organizational and administrative skills
  • Established skills and experience using PC equipment and related software applications, (i.e. MS Office Suite, Knowledge of TXM tax software, PeopleSoft, Intelligenz software) and other information technology relating to municipal government taxation
  • Excellent customer service experience and good communication skills, both oral and written, to deal effectively with the public, staff, other levels of government
  • Demonstrated ability to work on own initiative and under pressure in order to meet rigid deadlines

Please be advised that position location as noted is at the time of posting and is subject to change, as required due to operational needs.

We would like to thank all applicants however, please note that only those selected to attend an interview will be contacted and all other applicants will be kept on file. Applicants are advised that written, oral and practical testing may form part of the selection process.

Tax Accounting Analyst

City Of Oshawa
Oshawa - 38.41km
  Financial Services Full-time
  38.67  -  42.96
Reporting to Supervisor, Taxation Services, the Tax Accounting Analyst is responsible for ensuring transactions in the property tax system for the City are in compliance with legis...
Learn More
Feb 4th, 2025 at 16:59

SUPERVISOR, PAYROLL SERVICES Full-time Job

City Of Oshawa

Financial Services   Oshawa
Job Details

The Supervisor, Payroll Services will report to and work closely with the Manager, Payroll Services. This position, in the performance of the responsibilities, will directly supervise and provide front line leadership to the Payroll team. This responsibility will include training of new or junior staff and troubleshooting issues. In the absence of the Manager, this position will be responsible for providing full scope back-up. In addition this position will coordinate the review of work, provide coaching to the team and work collaboratively with a wide range of internal and external stakeholders to identify process efficiencies and maximize productivity. The position will consider and maintain a focus on continuous improvements and opportunities within the Payroll area as well as assist with system and tax upgrades and updates as necessary.

Posting End Date: 2024/08/20 by 4:30pm

Responsibilities:

  • Oversee and coordinate the timely and accurate completion of payroll
  • Provide leadership and training of new and existing Payroll staff
  • Develop and deliver training to City staff on preparing and executing payments for payroll
  • Provide training for PeopleSoft Self Services users and department administrators
  • Maintain and update payroll records and master files in the HRIS PeopleSoft System while ensuring accuracy and completeness
  • Oversee bi-weekly and monthly payroll within established deadlines
  • Update, review and investigate absence entries and balances in the Absence Management module
  • Balance and remit all benefit premiums for active and retired billings on a monthly basis
  • Ensure general ledger is updated in a timely manner
  • Assist Manager, Payroll Services with all year end reconciliations and TA processes, year-end filing of pension information and annual increases and retro processes
  • Provide assistance to the department on related special projects
  • Other duties as assigned

Requirements:

  • Knowledge typically associated with the completion of a three (3) year Diploma in Business Administration, plus five (5) years’ of recent experience with a computerized Payroll and Time Attendance system in a municipal environment, two (2) years’ working in a supervisory capacity
  • Payroll Compliance Professional (PCP) certification and Payroll Leadership Professional (PLP) is required
  • Creative and innovative approach to reviewing business processes and service level standards to ensure efficient customer focused service delivery with a commitment to continuous improvement. LEAN training is considered an asset
  • Advanced technical abilities using relevant software applications including MS Office, PeopleSoft Financial and PeopleSoft HR
  • Ability to interpret and apply accounting principles, government regulations/legislation and company policies and procedures
  • Interpret, analyze and synthesize financial data, provide relevant information to make decisions where appropriate or provide concise, logical and well-supported recommendations to stakeholders
  • Advanced ability to comprehend numerical data, interpret meanings and identify corporate impact and related opportunities
  • Ability to research and interpret information by using various sources (Municipal Act, City By-laws, other municipalities, etc.) to prepare meaningful reports, documents or responses to inquiries from various City departments, Council and external stakeholders
  • Strong communication and interpersonal skills and is able to interact daily with a variety of City staff at different levels in the organization

This position is eligible for hybrid work.

As a condition of employment, the City of Oshawa will require successful candidates to undergo a Criminal Records and Judicial Matters Check.

Please be advised that position location as noted is at the time of posting and is subject to change, as required due to operational needs.

SUPERVISOR, PAYROLL SERVICES

City Of Oshawa
Oshawa - 38.41km
  Financial Services Full-time
  96,853  -  113,944
The Supervisor, Payroll Services will report to and work closely with the Manager, Payroll Services. This position, in the performance of the responsibilities, will directly superv...
Learn More
Aug 15th, 2024 at 12:07

Cashier Part-time Job

Giant Tiger

Financial Services   Lindsay
Job Details

Recognized as an Employer of Choice, Giant Tiger’s retail stores provide dynamic work environments with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are looking for a challenging and stimulating career, Giant Tiger may be right for you. We believe in opportunities for growth & development, teamwork, and engagement.

 

We are hiring a Cashier for our store!

 

Giant Tiger Offers:

  • Medical / Dental / Vision Benefits
  • Store Discount
  • Profit Sharing
  • Safety-first environment


Cashier, Job Highlights:

  • Ensures a high level of customer service at the checkouts;
  • Accurately records customer transactions in electronic cash register.


Cashier, Job Requirements:

  • Effective communication and interpersonal skills;
  • Attention to detail.
  • Strong customer service skills.


Cashier, Job Schedule:
A typical part-time schedule will be a mix of days, evenings and weekends, up to 24 hours weekly.

Cashier, Physical Demands of Position:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

 

While performing the duties of this job, you can expect to:

  • Stand and/or walk.
  • Bend, twist, and squat.
  • Lift and/or move up to 18 kg (40 lbs.).
  • Perform tasks involving firm grasping.
  • Perform repetitive tasks requiring a range of hand motions.
  • Reach above shoulder height and below waist level.
  • Operate equipment, including using a ladder.

 

Job Requisition:

JR123172

Cashier

Giant Tiger
Lindsay - 45.15km
  Financial Services Part-time
Recognized as an Employer of Choice, Giant Tiger’s retail stores provide dynamic work environments with many opportunities for a fulfilling career. We are a Canadian owned and oper...
Learn More
Jun 25th, 2024 at 12:24

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