All jobs within 50 km around Richmond in Financial Services

Who We're Looking For:

Our ideal Account Coordinator is a self-starter looking to grow and build their career with an innovative tech-focused company. They are detail-oriented, well-spoken, creative and have strong interpersonal skills that will allow them to build and maintain relationships with Fintel Connect partners, affiliates and clients.

What we offer:

• Competitive base salary 
• A rapidly growing organization with opportunities for career advancement
• Comprehensive health and wellness benefits
• Demonstrated work/life balance
• 5 Paid personal days
• Paid volunteer hours
• Team events & activities
• Business casual dress code

What You'll Get To Do:

• Proactively manage client accounts by developing strategic campaigns and building new affiliate partnerships
• Apply web research techniques to find potential websites for strategic affiliate partnerships for our financial clients
• Monitor and analyze statistics on a regular basis to report, maximize revenue, optimize campaigns and identify issues and opportunities
• Engage and develop relationships with clients and partners via phone, email and LinkedIn
• Meet with clients weekly and prepare meeting agendas and minutes to highlight activities, outstanding and upcoming tasks
• Maintain open lines of communication with clients and recommend strategies, set goals, and manage expectations for clients and affiliates to attain growth and increase sales/revenue
• Troubleshoot and work with proprietary tech and technical implementation
• Negotiate with new and current affiliates, as well as negotiate promotional deals for those partners
• Work with and be mentored by colleagues who are passionate about client management and/or fintech

What We’re Looking For:

• Self-motivated and demonstrates initiative
• Excellent customer relationship management skills and ability to develop strategic partnerships
• Ability to work under pressure and deliver in a results and goal-oriented organization
• Adaptable team player that is career-oriented
• Effective written and spoken communication in English (knowledge of French is considered an asset)
• Strong negotiation, analytical and implementation skills
• High attention-to-detail and strong writing and data analysis skills
• University degree in marketing, commerce, public relations or related fields
• Proficient in MS Word, Excel, Outlook, PowerPoint, WordPress
• Knowledge of SEO, PPC, and email marketing an asset

Why Join Fintel Connect?

• Career progression: We value personal and professional growth and offer various internal and external development training programs and opportunities for advancement.
• Health and wellbeing: We believe in work-life balance and offer comprehensive health and wellness benefits, sick/personal days, and three weeks annual paid vacation.
• Cultural environment: We foster a positive environment through team events, activities, and paid volunteer hours.

Main Purpose and Function
The Vancouver Board of Parks and Recreation has Auxiliary seasonal opportunities for employment as a Cashier at the three Golf Clubhouses at Vancouver Parks Golf. The successful candidate must be able to work a variety of days and shifts including evenings and weekends. The Cashiers’ main responsibility will be for the delivery of exceptional customer service to our golf patrons through Food & Beverage service. Cashiers at the Clubhouses will be responsible for providing food and beverage cashiering services including delivering and clearing meals, cashiering transactions and general restaurant cleaning and maintenance. Cashiers may also perform golf cart attendant duties such as delivering food and beverage cart service.

Specific Duties and Responsibilities
Cashiering duties include customer service, payment processing (including credit cards) and making change, and ensuring accurate cash handling procedures are followed. The Clubhouse Cashier will take and communicate orders to the kitchen, deliver food and beverage orders to customers, and maintain front of house cleanliness by clearing dishes, cleaning counters, and arranging and cleaning tables. They also will assist in setting up, facilitate, and tearing down Special Events and confirms that strict adherence to provincial rules around the service of alcohol within the licensed area of the clubhouse is being followed. The hours can range from 7:00am to 10:30pm. The successful candidate must be able to work a variety of days and shifts including morning, afternoon, evenings and weekends. The successful candidate must be also available to work at multiple locations. Please note that this position is an Auxiliary position which runs until October 2024, with the possibility of extension.

Qualifications

Education and Experience

• Completion of Grade 11, preferably supplemented by some cashier experience
• Experience in serving food and beverages and working in an outdoor environment is preferred
• Experience working in a similar unionized Food and Beverage team environment is an asset
• Food Safe Certification is an asset
• Serving it Right Certification is an asset
• Valid Driver’s License for the Province of British Columbia is preferred

Knowledge, Skills and Abilities

• Some knowledge of cashiering and retail sales methods and practices
• Some knowledge of basic food preparation and serving duties and of health standards and regulations
• Knowledge or previous experience in a horticultural or Golf Course Environment preferred
• Previous hospitality experience including customer service, POS experience, stocking, and inventory an asset
• Ability to receive payments and make change accurately and promptly
• Ability to use computer software applications related to cashiering, program registration and memberships
• Ability to perform applicable food service and preparation and/or retail sales tasks
• Ability to work independently and in a team environment.
• Ability to deal courteously with the public
• Ability to maintain minor clerical records
• Ability to lift a minimum of 20kg

Business Unit/Department: Board of Parks & Recreation (1400) 

Affiliation: CUPE 15 Parks 

Employment Type: Auxiliary/Casual 

Position Start Date: March 2024

Salary Information: Pay Grade GR-011: $24.97 to $29.2 per hour

Number of Vacancies: Multiple 

Application Close: March 3, 2024

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and growing private client wealth management business.  As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.

As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business.  Candidates must have at least 7 years of experience with HNW Clients and this is an “on-site in the office” role.

What will you do?

• Provide Wealth Management and Financial Planning advice to our HNW Clients
• Use proprietary software to prepare Financial Plans for our HNW Clients
• Work with other planning experts within RBC (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other professional specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)
• Develop the service plan for Wealth Management advice to our HNW Clients
• Promote and support a work environment that inspires innovation, creativity and collaboration

What must you have to succeed?

• First class client service skills
• At least 7 years of relevant investment industry experience with HNW Clients
• Exceptional verbal and written English skills – especially over the telephone
• Recognized Professional Designation (such as CPA, CA, CFP, TEP, FEA, CFA, etc.)
• Commitment to obtain CFP designation (if not already held)
• IIROC licensed as a Registered Representative (RR) (or willingness to obtain)
• Attention to detail and strong organizational skills
• Advanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
• Resident of the BC Lower Mainland and legally able to work in Canada

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

VANCOUVER

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-03-31

Main Purpose and Function

The Supervisor, Taxation performs complex municipal accounting work of a supervisory nature involving responsibility for planning and organizing full-cycle accounting operations; overseeing the systems, processes,and internal controls; and ensuring the accuracy, integrity and timeliness of all related activities. The work requires a higher level of complexity of systems and full-cycle processes managed, a greater responsibility to ensure compliance with all applicable legislation, regulation and by-laws, and the requirement to participate in policydevelopment. The position directly supervises where each member is engaged in distinctly different but inter-related accounting-related tasks requiring complex mathematical calculations along with related clerical work; collaborates with other City staff within and outside the Division and with both external and internal stakeholders to review and improve systems and processes; assists in handling escalated technical customer issues; and responds to or assists with inquiries from the public and City employees.

Specific Duties & Responsibilities

• Manages Property Tax billing and collection of taxes and other misalliance charges residential andbusiness property owners. Ensuring that property taxation, utility and other related billing activities arecarried out in accordance with municipal and provincial legislation, and in a timely and accurate manner.
• Manages collection process and administration of Provincial Home Owner Grant and Deferment programs. Assists in preparing Property Tax Exemption report to Council.
• Provides Information Technology and software developers department information to facilitate the planning, development, enhancement, testing and implementation of tax-related system processes,the creation and modification of production runs, and the investigation of system technical problemsand enhancement opportunities.
• Liaises with Information Technology and software developers with mapping changes to the property tax software and planning system changes to incorporate updates and by-laws changes within the City’s land-based property tax, utilities, vacancy tax & Bylaws system software.
• Participates and provides input in the discussions with other internal and external units in matters related to property taxation that may impact the configuration of systems, processes, billing cycles and schedules to ensure a high level of customer service to the general public.
• Ensures compliance with directives and legislative requirements as it relates to the billing format design and content; takes the lead role in coordinating the contracted mailing and printing of tax and/orutility billings; monitors related budgeting and is the key relationship manager with service providers.
• Liaises with various taxing authorities, provincial ministries and agencies including BC Assessment, Land Title Office, Provincial Home Owner Grant and Deferment departments; address and resolve property tax related issues as they arise and identify improve efficiency opportunities.
• Provides expert knowledge and interpretation regarding property taxation, Assessment Act, Bylaws and the Vancouver Charter; administer taxation policy, ensure efficient systems and processes for thebilling and collection of property taxes, including collection and remittance of levies for Other Taxing Authorities (OTA), billing and collection of Payment In Lieu of Taxes (PILT) according to legislation.
• Plans and oversees complex processes and policies such as Tax Instalment Prepayment Plan (TIPP) and Mortgage program, by ensuring guidelines are compliant with by-laws, homeowners and external stakeholders and that the proper notifications have occurred (ie. ensuring that the number of property going to tax sale are minimized by ensuring that all taxpayers are contacted in advance and notifying them of the policy).
• Manages billing system year end processes by creating a schedule and communicating to all stakeholders (including external vendors and within revenue services), and ensuring the accuracy and completeness of tax and utility sub-ledgers and all of the transactions are appropriately reflected in the accounting system, SAP. Producing final reports for management.
• Plans, schedules, assigns, reviews and supervises the work within the department and functional oversight of the Land Records Coordinator role; assists in the selection, training and evaluation of staff in high volume, complex areas requiring strong technical skills, requiring clear, up-to-date & accurate interpretation of various pieces of legislation.
• Conducts performance reviews and performance development plans.
• Establishes, creates, documents and maintains accounts receivable procedures, manuals and business process workflows for initiatives such as providing support to citizens for calculations and proof of mailing.
• Recommends solutions and implement changes to improve efficiency and internal controls by creating tools for the team (ie audit checks list, customizing reports in SAP). Assists in preparation of the annual operating budget for Revenue Services and monitors expenditures.
• Liaises with internal and external auditors.
• Other appropriate duties/responsibilities as assigned.

Qualifications
Education and Experience:

• Post-secondary degree in Business, Commerce or Accounting, or completion of a recognized Accounting designation, plus considerable related experience; or an equivalent combination of training and experience.
• Experience overseeing accounting and/or tax related systems, processes and internal controls.

Knowledge, Skills and Abilities:

• Expert knowledge of information technology operations related to accounting systems and controls.
• Excellent knowledge of municipal accounting practices, functions and procedures as they relate to the work performed.
• Considerable knowledge of the legislation, by-laws, regulations and policies governing the work, along with the ability to translate or interpret content for a non-technical audience.
• Considerable knowledge of auditing and reporting techniques.
• Excellent communication (oral and written) and interpersonal skills.
• Ability to analyze and interpret accounting data and to prepare various reports and records related to the work.
• Ability to see the larger picture and to act in a strategic manner to achieve results.
• Ability to plan, schedule, coordinate and supervise the work of subordinates and, at times, peers in the coordination and execution of work.
• Ability to deal with stakeholders in diplomatic yet firm manner in the face of considerable pressure at times.
• Ability to maintain a high degree of team spirit and motivation in a group performing at a high level in the face of ongoing challenges.
• Ability to understand and apply complex rules and legalese included but not limited to Part XX of the Vancouver Charter & by-laws and applicable Provincial legislation such as the School Act, Assessment Act, Home Owner Grant Act, Land Tax Deferment Act and CPA PAD rules and is capable of maintaining the accuracy and integrity of the Tax Roll.
• Proven ability to work in a fast paced, high stress environment to achieve results with minimal margin of error on a consistent and continuous basis.
• Ability to make decisions in accordance with the department policies and practices.
• Ability to prepare and monitor the related operating budget.
• Ability to establish and maintain effective working relationships with a variety of internal and externalcontacts including but not limited to working effectively with senior government personnel in theadministration of shared programs and revenue collection.
• Ability to work effectively and independently in a team environment.
• Ability to adhere to immovable deadlines in a fast-paced and demanding role requiring the directing,instructing, and/or advising of subordinates, peers, and staff from other work units or departments inorder to manage and coordinate the City’s property taxation function.

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

 Purpose

The Account Associate, Custody Services, provides and delivers proactive administrative and client service support to Account Managers and client portfolios of various size and complexity, servicing wealthy private clients, institutional investors and partners including investment counsellors and consultants, both internal and external to Scotiabank. The Account Associate may support specific Account Managers directly or be part of a Central Unit that supports various functions on behalf of Custody teams and other Scotiatrust branches nationally, performing in compliance with governing regulations, internal policies and procedures.

Accountabilities

• Assist the Account Manager or Central Team in providing a best in class, proactive and personalized client experience to high net worth clients and partners, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
• Provide effective back-up in the absence of the Account Manager or Account Associate peers by demonstrating a detailed knowledge of the accounts and/or administrative functions and by responding to the client and partner needs in a timely manner, referring matters to other resources where appropriate.
• Proactively liaise with internal support groups (ie. GWO, SWM-Operations), to investigate and resolve issues, while also collaborating and sharing knowledge with colleagues and partners on processes, policies, and procedures.
• Process new account openings, review and set-up client files in a timely and accurate manner. Assist with the collection and validation of client documentation and AML/KYC materials.
• Process deposits, contributions, withdrawals, trade & forex and other client entries with a high degree of accuracy in accordance with policies, procedures and best practices.
• Monitor account activity and cash positions ensuring adherence to policy and procedure and identify unusual account activity or operational issues to the Manager or Market Lead.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Ensuring thorough knowledge and strict adherence to the Bank’s Global Sales Practices.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls in order to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

Dimensions

• Operates in one of 3 regional teams in Canada supporting Account Managers or the Custody Services Manager (central team Toronto) in the daily servicing of client custodial accounts.
• Daily interaction with mid-office support areas and with Scotia Wealth partners (i.e. 1832 AM LP, Jarislowsky Fraser, MD Mgmt, Private Banking)
• Independent administration of accounts with authorization to approve payments up to $10k
• Adopts and participates in various service improvement initiatives throughout the year
• Utilizes Scotiatrust’s book of record system, Broadridge/CanTrust, and associated work flow tools
• OSFI-regulated environment with developing knowledge of CRA-regulated registered plans

Education / Experience / Other Information

• Post-secondary degree or diploma
• Developing experience in financial services industry and focus on securities administration
• Strong end-user computer skills

Working Conditions

• Work in a standard office-based environment; non-standard hours are a common occurrence.

Weekend Availability Required: Saturdays and Sundays

PepsiCo’s mission is to create smiles with every sip and every bite. We are committed to bringing our beloved consumer brands to market while doing good for the planet and our communities. Our success lies in our people. We offer our employees opportunities to make a meaningful impact, gain new skills and build successful careers in a diverse and inclusive workplace. Bring your unique perspective. Bring curiosity. Bring ingenuity. Bring drive. Because what makes you unique, makes us better. 

Responsibilities

About You

You’re ambitious and hard-working and see every challenge as an opportunity. You pride yourself on being motivated, strong and a team player, and you have strong organizational skills. You want a job that will maximize your earning potential as well as open doors for the future and prefer to be out in the world rolling up your sleeves than behind a desk all day. 

Your experience may include customer service. This is a great role for students in all kinds of programs. It’s also a great fit for people who work successfully with a high degree of independence and have experience dealing with people. 

In this role you will help us get our famous brands to the people who love themacrossCanada.Here’swhatyou’llbe doing:

• Merchandising Pepsi products into store shelving, racks, coolers and displays using manual or powered equipment 

• Supporting execution of store promotions by ensuring all shelves are filled and promotional materials are maximized  

• Working collaboratively with the Account Sales Representatives and Delivery teams to provide top quality servicing of all Pepsi accounts 

• Maintaining back-room stock in neat and orderly condition 

• Rotating out expired products to ensure freshness of Pepsi products 

Qualifications

• You have a High School Diploma, Professional Studies Diploma or Equivalence 

• You hold a valid Drivers License and have access to your own vehicle 

• You’re physically fit (lifting large items up to 50 lbs. is part of the job) 

• You enjoy working independently and are self-motivated 

• You have excellent time management skills  

Additionalskills you may have (notrequired, these are assets)

• Prior merchandising or customer service experience 

• Previous grocery store experience  

What you can expect from us: 

• A working environment that puts health and safety first 

• $22.35 per hour with full-time hours and overtime opportunities 

• Great people and culture – proudly bring your whole self to work!  

• Future opportunities. We are one of Canada’s top 10 employers of youth. Ask us more in your interview! 

POSITION SUMMARY

Reporting to the Senior Manager, Financial Analysis & Reporting, the Manager, Financial Analysis & Reporting is responsible for coordinating and developing the preparation of monthly, quarterly and annual financial reports and other financial analyses for review by Finance Senior Management, and subsequent presentation to the Executive, Board, external partners, the Ministry Responsible for Housing, Treasury Board/Staff and the Canada Mortgage Housing Corporation (CMHC). He/she/they conducts financial and cost/benefit analyses of current and anticipated programs and initiatives, prepares financial analysis and models to support the development of Treasury Board and Cabinet submissions, and leads and manages special projects of a financial analysis and reporting nature. The position is responsible for preparing long term cash flow forecasts and overseeing the preparation of various reports for the Commission’s programs and initiatives, including business case submissions to the Ministry Responsible for Housing, Treasury Board and/or Cabinet to support the in-year expenditure management and annual provincial budget processes. The position manages the core financial structure of the Finance system, JD Edwards EnterpriseOne (JDE1), develops and manages models, programs and reporting tools to support business and corporate reporting requirements, and designs and develops financial reports to provide current, sensitive and relevant information for decision making. The incumbent provides advice and guidance to Commission managers regarding the effective use of financial resources and options to enhance financial and business performance.  

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• Bachelor’s degree in commerce, business administration, finance, public administration, economics or a related field.
• Considerable experience in a large computerized accounting operation in the public sector, including considerable experience in financial reporting and analysis.
• Chartered Professional Accountant (CPA) designation or equivalent is an asset
• Or an equivalent combination of education, training and experience acceptable to the Employer.

 KNOWLEDGE, SKILLS AND ABILITIES:

• Extensive knowledge of financial reporting/analysis models and frameworks and considerable knowledge of financial, accounting and reporting systems, processes and controls.
• Considerable knowledge of financial reporting and analysis functions within the government environment.
• Ability to learn and understand mission-critical corporate enterprise applications (i.e. JDEdwards, WebFOCUS, and the Central Property System (CPS)).
• Ability to learn and understand the Commission’s programs and operating requirements, relevant legislation, and the role of central agencies.
• Ability to distil complex and technical financial and policy/program information and effectively communicate considerations and implications to an executive audience through verbal briefings as well as clear writing of reports and business case submissions.
• Ability to work independently as well as function effectively as part of a team in a fast-paced deadline-oriented environment.
• Ability to conduct research, undertake complex financial analyses and facilitate improved financial and business decision-making.
• Ability to manage relationships and exercise tact, diplomacy and good judgment when dealing with a broad range of audiences.
• Ability to exercise independence of action in participating and providing program/service recommendations as a member of the management team.
• Ability to provide expert opinions/briefings, advice to senior management on identified and emerging issues impacting program or service goals, outcomes or efficiencies.
• Ability to lead, coach and motivate staff in a team setting.
• Ability to demonstrate initiative and follow-through skills including the ability to work under the direction of, or leading several people, organize and prioritize work, and meet deadlines within shifting environments.
• Strategic orientation, detail orientation and well-developed business acumen skills.
• Effective communication, writing, presentation and interpersonal skills.
• Strong research, analytical, problem solving and conceptual thinking skills.
• Proficient in the use of Microsoft applications including Outlook, Excel, Word and PowerPoint.

POSITION SUMMARY

Reporting to the Manager, Budgeting and Forecasting or the Manager, Financial Analysis and Reporting, the Budget and Financial Analyst prepares complex and comprehensive financial analyses and reports and participates in the annual budget process. He/she/they provides consulting services to staff in other departments in regard to managing, analysing and verifying financial data.

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• Bachelor’s degree in business, economics, accounting, finance, or in a relevant subject field.
• Considerable work experience in a high volume computerized financial accounting environment carrying out complex financial analysis, reporting, budgeting and forecasting functions.
• Or an equivalent combination of education, training, and experience acceptable to the employer.

 KNOWLEDGE, SKILLS AND ABILITIES:

• Considerable knowledge of budgeting and financial reporting functions within the public sector environment.
• Considerable knowledge of financial, accounting and reporting systems, processes and controls.
• Considerable knowledge of accounting concepts and processes.
• Knowledge of government decision-making and policy development processes and structures.
• Advanced Microsoft Excel skills.
• Strong written and verbal communication and interpersonal skills.
• Ability to learn and understand mission-critical corporate enterprise applications and IT systems (i.e. JDE1 and WebFOCUS).
• Ability to exercise attention to details with high degree of accuracy especially working with numbers and dollars.
• Ability to take initiative proactively and work independently.
• Ability to handle multiple tasks and work under tight deadlines with changing priorities.
• Strong research, analytical, problem solving and conceptual thinking skills.
• Strong organizational and time management skills.

Reporting to the Senior Manager, Financial Analysis & Reporting, the Manager, Financial Analysis & Reporting is responsible for coordinating and developing the preparation of monthly, quarterly and annual financial reports and other financial analyses for review by Finance Senior Management, and subsequent presentation to the Executive, Board, external partners, the Ministry Responsible for Housing, Treasury Board/Staff and the Canada Mortgage Housing Corporation (CMHC). He/she/they conducts financial and cost/benefit analyses of current and anticipated programs and initiatives, prepares financial analysis and models to support the development of Treasury Board and Cabinet submissions, and leads and manages special projects of a financial analysis and reporting nature. The position is responsible for preparing long term cash flow forecasts and overseeing the preparation of various reports for the Commission’s programs and initiatives, including business case submissions to the Ministry Responsible for Housing, Treasury Board and/or Cabinet to support the in-year expenditure management and annual provincial budget processes. The position manages the core financial structure of the Finance system, JD Edwards EnterpriseOne (JDE1), develops and manages models, programs and reporting tools to support business and corporate reporting requirements, and designs and develops financial reports to provide current, sensitive and relevant information for decision making. The incumbent provides advice and guidance to Commission managers regarding the effective use of financial resources and options to enhance financial and business performance.

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• Bachelor’s degree in commerce, business administration, finance, public administration, economics or a related field.
• Considerable experience in a large computerized accounting operation in the public sector, including considerable experience in financial reporting and analysis.
• Or an equivalent combination of education, training and experience acceptable to the Employer.

 KNOWLEDGE, SKILLS AND ABILITIES:

• Extensive knowledge of financial reporting/analysis models and frameworks and considerable knowledge of financial, accounting and reporting systems, processes and controls.
• Considerable knowledge of financial reporting and analysis functions within the government environment.
• Ability to learn and understand mission-critical corporate enterprise applications (i.e. JD Edwards, WebFOCUS, and the Central Property System (CPS)).
• Ability to learn and understand the Commission’s programs and operating requirements, relevant legislation, and the role of central agencies.
• Ability to distil complex and technical financial and policy/program information and effectively communicate considerations and implications to an executive audience through verbal briefings as well as clear writing of reports and business case submissions.
• Ability to work independently as well as function effectively as part of a team in a fast-paced deadline-oriented environment.
• Ability to conduct research, undertake complex financial analyses and facilitate improved financial and business decision-making.
• Ability to manage relationships and exercise tact, diplomacy and good judgment when dealing with a broad range of audiences.
• Ability to exercise independence of action in participating and providing program/service recommendations as a member of the management team.
• Ability to provide expert opinions/briefings, advice to senior management on identified and emerging issues impacting program or service goals, outcomes or efficiencies.
• Ability to lead, coach and motivate staff in a team setting.
• Ability to demonstrate initiative and follow-through skills including the ability to work under the direction of, or leading several people, organize and prioritize work, and meet deadlines within shifting environments.
• Strategic orientation, detail orientation and well-developed business acumen skills.
• Effective communication, writing, presentation and interpersonal skills.
• Strong research, analytical, problem solving and conceptual thinking skills.
• Proficient in the use of Microsoft applications including Outlook, Excel, Word and PowerPoint.

We are currently looking for a Commercial Account Manager to join our team in our Burnaby office. You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. Wilson M. Beck Insurance Services Inc. is one of the largest privately held construction brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk management services. We have strategically positioned ourselves into what we consider the four corners of BC. Since 1981 we have grown to employ over 300 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario.

When you join the Wilson M. Beck family you work with a team full of diverse knowledge and experience. At Wilson M. Beck, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We Care. We Help.

What You’ll Do:

• You will maintain maximum retention of the existing book of business by providing exceptional client service.
• You will be organizing and attending internal renewal strategy meetings.
• You will attend external client meetings as required.
• You will respond promptly to client emails and telephone calls.
• You will prepare all client services documents (i.e., Renewal Summaries, Proposals, Underwriting Submissions).
• You will maintain monthly expiry lists including following up on project expiries.
• You will monitor abeyances for outstanding information.
• You will update spreadsheets such as Statement of Values and Contractors Equipment.
• You will write correspondence and send documents to clients (using company templates).
• You will be the liaison with marketing on placements, renewals, and midterm policy changes.
• You will handle the complete brokering process on small mid-size policies within the book.
• You will review leases and contract documents and provide coverage advice to clients.
• You will provide bid costing for clients prior to tender closings and recommend appropriate coverage.
• You will complete certificate requests.
• You will recommend additional coverage to clients (using coverage checklist).
• You will quote and issue premium finance contracts as requested.
• You will follow up on accounts receivable.
• You will follow corporate policies and procedures.
• You will maintain continuing education credits for licensing.
• Other miscellaneous duties and special projects as required.

Who You Are:

• You have a Level 2 Insurance License.
• You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset.
• CAIB, CIP, FCIP or CRM designation would be considered an asset along with university and/or College education.
• You are a self-starter, who is highly organized with exceptional attention to detail.
• You have excellent verbal and written communication skills.
• You have Intermediate computer skills including Microsoft Office Suite and Applied Epic.
• You have a friendly professional demeanor with a good sense of business acumen.
• You have a natural ability to thrive in a team environment and work well with others.
• You are driven to success and can represent our brand and your own cohesively and confidentially.
• Excellent organizational Skills
• Comfortable multi-tasking and prioritizing tasks without guidance
• Punctual with strong attendance history

Compensation

• The expected salary range for this position is $60,000 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level.
• Company Benefits program

What We Offer:

• Competitive salary and benefits programs.
• Professional development training/courses.
• A great collaborative work environment.
• A newly renovated kitchen
• On-site gym
• Yoga/meditation room
• We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.

Salary Range: $60,000.00 To $80,000.00 Annually.

We encourage applications from all qualified candidates.