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Payroll Specialist Full-time Job

City Of Sasakatoon

Financial Services   Saskatoon
Job Details

Under supervision of the Corporate Payroll Manager, this position ensures the complete and accurate processing of the day-to-day payroll for the Corporation.

Duties & Responsibilities

  • Reviews, calculates, completes and processes special pay, adjustments, deductions and final pay cheques and produces records of employment.
  • Ensures that deductions taken properly reflect special situations, e.g. partial pay, termination, transfer etc.
  • Receives, reviews, corrects, enters and processes payroll data from all departments.
  • Prepares and reconciles all deductions withheld from employees and assigns them to the appropriate payees and prepares the payroll summary.
  • Initiates running of payroll earnings, deduction, and tax reports, extracting large volumes of data to excel for analysis, reconciliation, and balancing.
  • Responds to a variety of payroll-related enquiries from employees, administration and external agencies.
  • Calculates, enters, processes and records manual and requested off-cycle cheques.
  • Distributes payroll information to all departments and boards.
  • Performs designated duties of the Payroll Supervisor as required.
  • Performs other related duties as assigned.

Qualifications

EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS:
•    Grade 12 education.
•    Successful completion of a one-year post-secondary business or related program, plus successful completion of, and registered as, a certified Payroll Compliance Practitioner (PCP) from the National Payroll Institute.
•    Five years' progressively responsible related payroll experience.
•    Experience working with payroll in a large size ERP (SAP-S4) enabled organization.  Experience with SAP S4/HANA Payroll, SuccessFactors, and WorkForce would be considered an asset.
•    Possession of a valid Saskatchewan Class 5 Driver’s Licence.

KNOWLEDGE, ABILITIES AND SKILLS:
•    Considerable knowledge of business English.
•    Considerable knowledge of hourly and salaried payroll terminology and practices.
•    Considerable knowledge of federal and provincial laws, City regulations and union agreements applicable to payroll.
•    Proficient in the use of Microsoft Office Suite programs; including Word, Excel, PowerPoint, Outlook, and SharePoint. Ability to develop and maintain Excel spreadsheets at an intermediate to advanced level of complexity.
•    Ability to interpret, and make decisions in accordance with, established policies and procedures.
•    Ability to maintain sustained attention to detail and work within deadlines.
•    Ability to make arithmetic calculations with speed and accuracy.
•    Ability to establish and maintain effective working relationships.

 

Additional Requirements

 

Weekly Hours: 37.67 

Payroll Specialist

City Of Sasakatoon
Saskatoon
  Financial Services Full-time
  61,748.88  -  68,077.68
Under supervision of the Corporate Payroll Manager, this position ensures the complete and accurate processing of the day-to-day payroll for the Corporation. Duties & Responsib...
Learn More
Aug 12th, 2024 at 16:50

Senior Payroll Specialist Full-time Job

City Of Sasakatoon

Financial Services   Saskatoon
Job Details

Under the supervision of the Corporate Payroll Manager this position ensures the integrity of the data and payroll information in the City’s ERP system.  This position identifies and conducts system and business process enhancements to ensure processes and required controls are in place and in operation. This position also provides front line support with processing payroll transactions, with a focus on worker’s compensation pay (“WCB”) and other exception pay, producing a variety of related reports and records, and responds to enquiries from employees, management, and outside agencies.

Duties & Responsibilities

  • Co-ordinates and administers the processing of the corporate payroll. Develops, implements, and documents procedures required to control payroll processing.
  • Provides support to the payroll section in the form of training, problem solving and troubleshooting to support process improvement and cross training initiatives.
  • Administers, calculates, and reconciles WCB payments and time adjustments to align with WCB requirements and all applicable union collective agreements. As well as, administration, calculation of other exception pay transactions such as sick bank, maternity leave, claims, etc.
  • Develops and reviews payroll processes and controls to ensure entries to the ERP system are accurate. Provides technical information when required to ensure consistency of data, and coordinates with the City’s ERP Program to provide payroll system configuration requirements, resolve payroll system problems, and participates in software updates, ensuring all business testing is complete and accurate.
  • Assists with the review, development, implementation and revision of standards, controls, processes, procedures, and forms related to the payroll system. Involved with identifying and developing new system initiatives and efficiencies.
  • Researches and responds to a variety of enquiries pertaining to payroll from staff, supervisors and managers in other departments, employees, and outside agencies.
  • Ensures all legislative requirements regarding tax withholding, remittance and income reporting have been met. Prepares all CRA payments and monitors direct deposit amounts sent to the bank each payroll.
  • Calculates, reviews and balances payroll.
  • Ensures correct production, yearend balancing, reconciliation, and distribution of T4 and T4A forms.
  • Perform balance sheet reconciliations as required.
  • Performs the duties of all Payroll Specialist positions when required.
  • Performs other related duties as assigned. 

 

Qualifications

Education, Training and Experience Requirements: 

  • Successful completion of a recognized one-year post-secondary business administration related program, plus possession of the Payroll Leadership Professional (PLP) designation from the National Payroll Institute’s Certificate Program.
  • Five years' progressively responsible related payroll and general ledger experience in an automated environment.
  • Proficient in the use of Microsoft Office Suite programs; including Word, Excel, PowerPoint, Outlook and SharePoint.
  • Experience working with payroll in a large size ERP (SAP-S4) enabled organization.  Experience with SAP S4/HANA Payroll, SuccessFactors, and WorkForce would be considered an asset.
  • Possession of a valid Saskatchewan Class 5 Driver’s Licence.
     

Knowledge, Abilities and Skills: 

  • Thorough knowledge of hourly and salaried payroll terminology and financial accounting procedures.
  • Thorough knowledge of federal and provincial laws (including WCB legislation), City regulations and union agreements applicable to payroll.
  • Considerable knowledge of large-scale ERP systems.
  • Ability to interpret, and to make decisions in accordance with, established policies and procedures.
  • Ability to work within established deadlines.
  • Ability to work with minimal supervision in a team environment.
  • Ability to make mathematical calculations rapidly and accurately.
  • Ability to establish and maintain effective working relationships.
  • Ability to maintain attention to detail.
  • Skilled in the operation of modern office equipment
     

Weekly Hours: 36.67

Senior Payroll Specialist

City Of Sasakatoon
Saskatoon
  Financial Services Full-time
  66,869.52  -  73,723.92
Under the supervision of the Corporate Payroll Manager this position ensures the integrity of the data and payroll information in the City’s ERP system.  This position identifies a...
Learn More
Aug 8th, 2024 at 12:51

Accounting Coordinator Full-time Job

City Of Sasakatoon

Financial Services   Saskatoon
Job Details

This position coordinates the various accounting and control functions of the Division and ensures appropriate accounting records are maintained and reports produced as well as ensuring proper cash handling procedures are documented and followed throughout the Corporation.

Duties & Responsibilities

  • Oversees the day-to-day activities, and supervises the staff, of the revenue and accounting clerical Sections.
  • Ensures the day-to-day integrity of management and operating reports generated by Department systems and monitors the maintenance management system on an on-going basis.
  • Participates in the development of financial business systems, ensuring adequate internal controls are present.
  • Collects, compiles, analyzes and reports financial and operational data for senior management, including analysis of assigned reserves.
  • Provides daily support and information, related to the financial management systems, to other staff.
  • Assists with budget preparation, expenditure analysis and financial planning.
  • Monitors and reports, in conjunction with other managers, the financial status of capital projects.
  • Participates in staff training related to the implementation of financial management systems.
  • Reports regularly, or on an exception basis, identifying actual achievements compared to the desired results and analyzing the causes of the variances.
  • Reviews and participates in developing and justifying rates, and prepares necessary justification and reports to Council.
  • Organizes and controls Transit year-end processes and reporting activities.
  • Assists with reporting and preparing claims that are cost-shared with government and agencies.
  • Performs other related duties as assigned.

Qualifications

Education, Training and Experience Requirements:

  • Degree in a related discipline.
  • Possession of a professional accounting designation; i.e. CPA.
  • Four to six years’ progressively responsible, related experience in financial and management analysis and reporting. 
  • Thorough knowledge of the principles and practices of financial and cost accounting.
  • Considerable knowledge of business process analysis and system design and implementation.
  • Demonstrated ability to prepare accounting and financial reports.
  • Ability to prepare and present oral and written reports of a specialized nature.

Knowledge, Abilities and Skills:

  • Ability to direct and support staff in achieving identified results.
  • Ability to provide leadership and empowerment to achieve results through others.
  • Ability to develop and maintain effective working relationships.
  • Ability to negotiate agreements through problem-solving, consensus, stakeholder involvement and dialogue.
  • Ability to communicate effectively orally and writing.
  • Demonstrated skill in the use of Windows word-processing and spreadsheet software.

Additional Requirements

 

Weekly Hours: 36.67

Accounting Coordinator

City Of Sasakatoon
Saskatoon
  Financial Services Full-time
  80,150.88  -  93,935.04
This position coordinates the various accounting and control functions of the Division and ensures appropriate accounting records are maintained and reports produced as well as ens...
Learn More
Jul 25th, 2024 at 16:04

Finance Analyst Full-time Job

Maple Leaf Foods Inc.

Financial Services   Saskatoon
Job Details

The Finance Analyst (FA) assists in coordinating the financial reporting and analysis activities in the Saskatoon operation.  This position works closely with operations to accurately reflect the results, ensure internal controls are in place and monitored, and provide expertise and support

Any MLF team member interested in being considered for this role are encouraged to apply online by July 11. Applications received beyond that date are not guaranteed consideration.

Snapshot of a Day-in-the-Life:

  • Reporting of the Weekly Vitals and Period End P&L Report
  • Investigate variances, determine root causes, and recommend actions to minimize.
  • Provide overhead management support to assigned Budget Manager and Finance Manager. 
  • Understand driving activities and provide analytics to assist management.  Put controls in place to minimize variances and meet with stakeholders to review monthly results
  • Assist in the annual overhead budgeting process.
  • Play a key role in key tasks of the period end close process. 
  • Complete analysis and reporting on balance sheet accounts relating to Operations and ensure controls are in place, and items are accounted for.
  • Collaborate with Finance Manager on special projects as assigned.
  • Provide coverage for Finance Team Members as required.
  • Design, test, implement and maintain procedures
  • Provide leadership in formulating reports (both recurring and ad-hoc) which highlight opportunities and our progress in minimizing costs.
  • Provide analytical support to the Saskatoon facility.
  • Be active and participate in Six Sigma projects.  

What You’ll Bring:

  • Post-secondary education in an Accounting program
  • Proficiency with MS Office, especially Excel and MS Access
  • Knowledge of SAP or an ERP environment is an asset
  • The ability to work cross-functionally
  • Excellent interpersonal and communication skills
  • Strong leadership and team building skills

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.
  • 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.

Finance Analyst

Maple Leaf Foods Inc.
Saskatoon
  Financial Services Full-time
The Finance Analyst (FA) assists in coordinating the financial reporting and analysis activities in the Saskatoon operation.  This position works closely with operations to accurat...
Learn More
Jun 27th, 2024 at 17:02

Accounting Clerk Full-time Job

City Of Sasakatoon

Financial Services   Saskatoon
Job Details

Under supervision of the Corporate Accounting Manager, this position handles all business partner master data set up and change requests and performs other specific clerical accounting duties.

Duties & Responsibilities

1. Acts as the primary contact for business questions related to vendor master data.
2. Completes requests for vendor master data set ups, changes, or deletions in a timely and accurate manner. This includes reviewing set up forms for completeness and ensures they are in compliance with the Corporate Business partner master data procedures.
3. Consistently conducts integrity checks as part of fraud prevention measures to ensure high quality of master data.
4. Provides internal and external customers guidance and training with regards to vendor master data policy and process.
5. Assist with external and internal controls for vendor master data.
6. Verifies and assembles suppliers' invoices and supporting documents for amounts on the P-card submissions. Ensures all documents are present and have accounted for all relevant taxes (i.e., GST, PST, etc.) and contacts City employees for clarification, as required.
7. Prepares and processes a variety of accounts payable transactions, including purchasing card transactions and reconciliations.
8. Ensures that all requests contain the appropriate supporting documentation and comply with corporate requirements before they are implemented into SAP.
9. Analyses and improves data quality, which includes running regular scheduled vendor data audit report (elimination of duplicate vendors, standardized naming conventions and retirements).
10. Maintains corporate vendor list which is used in accounts payable, work order, purchasing and inventory systems.
11. Conducts final review of, and approves, documents before entry into the Corporate general ledger system.
12. Ensures that documents for the accounts payable and general ledger systems are processed accurately and on a timely basis.
13. Tests new software releases and recommends changes.
14. Produces a variety of correspondence, documents, spreadsheets and reports.
15. Assists with the training of new staff.
16. Performs other related duties as assigned.
 

Qualifications

•    Grade 12 education.
•    Successful completion of a one-year post-secondary business-related program
•    Five years’ related experience
•    Knowledge of automated accounts payable and general ledger systems.
•    Ability to establish and maintain effective working relationships with other civic employees and the public.
•    Demonstrated skill in the design and use of spreadsheets.
•    Demonstrated skills in the operation of office equipment including a computer with word processing and spreadsheet software and/or Microsoft Office Suite.
 

Weekly Hours: 36.67 

Accounting Clerk

City Of Sasakatoon
Saskatoon
  Financial Services Full-time
  61,748.88  -  68,077.68
Under supervision of the Corporate Accounting Manager, this position handles all business partner master data set up and change requests and performs other specific clerical accoun...
Learn More
May 27th, 2024 at 15:51

Financial Advisor Full-time Job

Royal Bank Of Canada

Financial Services   Saskatoon
Job Details

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.

 

 

Job Description

What will you do?

  • Communicate with clients to learn about their needs and help them achieve their goals
  • Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
  • Leverage technology to deliver on client experience and drive sales and retention
  • Proactively take ownership of resolving and preventing client’s banking problems
  • Implement contact and relationship building strategies, and support new client acquisition in local community
  • Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking

 

What do you need to succeed?

Must-have

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
  • 2-3 years of proven sales experience in the financial services industry, handling credit and investments
  • Demonstrated ability to build trust and maintain long-term client relationships
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

 

Nice-to-have

  • Fluency in a second language
  • Active in the local community, developing a solid network in the local community

 

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.

  • Career development and top-notch sales coaching to take your career to the next level
  • Competitive salary, annual bonus, and recognition programs that reward top performance
  • Strong suite of tools, including emerging digital capability to enhance your competitive edge
  • Opportunity to represent Canada’s leading financial services brand in your community

 

 

 

Job Skills

 

 

 

Additional Job Details

Address:

111 BETTS AVE:SASKATOON

City:

SASKATOON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Application Deadline:

2024-05-24

Financial Advisor

Royal Bank Of Canada
Saskatoon
  Financial Services Full-time
What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the mo...
Learn More
May 10th, 2024 at 11:38

Staff Accountant Full-time Job

City Of Sasakatoon

Financial Services   Saskatoon
Job Details

Job Summary

Under the supervision of the Financial Analyst II, this position coordinates, evaluates and maintains information related to the payroll operations and systems.

Duties & Responsibilities

1.    Prepares, or assists with the preparation of financial reports, reconciliations, and analysis, including general ledger reconciliations for payroll bank accounts, statutory remittances, pension contributions, benefit premiums, and other payroll-related accounts.
2.    Provides direction, as necessary, to ensure proper accounting processes are completed within the required timelines.
3.    Ensures data is collected, retained, and entered into the correct application and provides comparative analysis of financial information for budget control.
4.    Assists with the maintenance of records and reports in the City’s ERP (payroll) system; analyses actual costs; reconciles actual costs to estimates, investigates, and resolves accounting-related issues as required.
5.    Prepares, or assists with the preparation of all payroll entries to the general ledger and completes third-party remittances of statutory and other deductions within legislated timelines. 
6.    Assists with annual audits by preparing supporting documentation packages and answering inquiries from auditors.
7.    Assists with the preparation of operating budgets, provides analysis of actual results in comparison to budget, and provides annual comparative cost information as required.
8.    Participates in systems design and implementation and business process reviews, ensuring adequate internal controls are present.
9.    Assists with the implementation of audit recommendations and identifies potential internal control risks.
10.    Performs other related duties as assigned.

Qualifications

•    Degree in Business Administration, Accounting, Finance or equivalent discipline.
•    Three years’ experience in collecting, analyzing and reporting on statistical, financial and accounting information in an operational environment.
•    Experience working with payroll in a large-size ERP (SAP-S4) enabled organization.  Experience with SAP S4/HANA, SuccessFactors, and Workforce would be considered an asset.
•    A professional Canadian payroll designation, such as Payroll Compliance Practitioner (PCP) would be considered an asset.
•    Thorough knowledge of payroll accounting and budget procedures.
•    Demonstrated ability to prepare and present moderately complex financial accounting reports and prepare general ledger account reconciliations.
•    Ability to analyse business and technical requirements, processes, and data, identify gaps, and provide creative solutions.
•    Ability to problem-solve accounting and system issues independently and as part of a team. 
•    Ability to establish and maintain effective working relationships.
•    Ability to work with minimal supervision.
•    Ability to maintain sustained attention to detail.
•    Ability to communicate effectively, orally and in writing, including the preparation and presentation of complex reports to both internal and external stakeholders.
•    Proficient in the use of Microsoft Office Suite programs; including Word, Excel, PowerPoint, Outlook and SharePoint.  Ability to develop and maintain Excel spreadsheets at an intermediate to advanced level of complexity.
 

Weekly Hours: 36.67

Closing Date: 05/13/2024 

Staff Accountant

City Of Sasakatoon
Saskatoon
  Financial Services Full-time
  71,988.96  -  79,368.72
Job Summary Under the supervision of the Financial Analyst II, this position coordinates, evaluates and maintains information related to the payroll operations and systems. Duties...
Learn More
May 7th, 2024 at 14:40

Clerk Full-time Job

City Of Sasakatoon

Financial Services   Saskatoon
Job Details

Job Summary

Under the supervision of the Accounting Coordinator, this position performs payroll, inventory control, AP/AR and other accounting process and radio-dispatching duties.

Duties & Responsibilities

  • Prepares payroll-related documents for the Division.
  • Maintains records of payroll-related information, including sick days, vacations, and increment dates.
  • Enters and verifies various computerized inventory transactions, including reorder points; produces various SAP reports and materials catalogues.
  • Manages a database to track the status of procurements with the SCM department. Assists with data entry and document creation for procurement related projects. Works as a liaison between vendors, the Finance team, and SL&P.
  • Prepares and processes AR invoices, Non-PO payments, journal entries and accident claims for the Department.
  • Reconciles a variety of general ledger accounts.
  • Prepares time allocation template for the department, maintain, and manages the work orders and internal orders.
  • Responds to in-person and telephone enquiries and directs them to the appropriate party as required.
  • Assists with communications by relaying messages to remote units using a two-way radio.
  • Types a variety of correspondence and other documents as required.
  • Performs other related duties as assigned.

Qualifications

  • Grade 12 education.
  • Successful completion of the following courses of in post-secondary, accounting-related program:

Introductory Accounting,
Intermediate Accounting I,
Intermediate Accounting II and
Cost Accounting I.

  • Successful completion of the Introduction to Payroll course of the Canadian Payroll Association’s Payroll Management Certificate program.
  • Two years' office experience related to payroll, work order and inventory systems.
  • Considerable knowledge of business English, and arithmetic.
  • Considerable knowledge of modern office practices and procedures.
  • Ability to understand and apply current accounting principles and procedures.
  • Ability to make arithmetic calculations quickly and accurately.
  • Ability to make decisions in accordance with established policies and procedures.
  • Ability to establish and maintain effective working relationships.
  • Ability to maintain moderately complex records and to prepare reports from them.
  • Skill in the operation of office equipment, including a computer with spreadsheet and word processing software.

Weekly Hours: 37.33 

Clerk

City Of Sasakatoon
Saskatoon
  Financial Services Full-time
  56,496  -  61,171.20
Job Summary Under the supervision of the Accounting Coordinator, this position performs payroll, inventory control, AP/AR and other accounting process and radio-dispatching duties....
Learn More
May 3rd, 2024 at 15:33

Cashier-Receptionist Part-time Job

City Of Sasakatoon

Financial Services   Saskatoon
Job Details

Job Summary

Under supervision of the Clerk III, this position serves customers, who use recreation facilities, and performs a variety of functions including reception, general admission, program registration, and activity space rental.

Duties & Responsibilities

  • Processes general admission, LeisureCard sales, program registration, activity space rental payment, locker revenue collection, parking permits, city cards etc., using an automated point-of-sale system, and receives customers entering leisure facilities. 
  • Provides program and service information including schedules, program description, policy explanation, and facility rental information.
  • Responds to related complaints and enquiries in accordance with established policy and procedure.
  • Prepares shift revenue balancing report, balances transactions to report, balances cash float, and prepares a bank deposit.
  • Processes program registration applications, class transfers and withdrawals according to Department policy. Forwards refund requests to supervisor for approval and processing. Prints class lists, as required.
  • Processes booking requests for designated spaces for short-term use, e.g. rooms for meetings, informs the Clerk 10 of any rental requirements, and forwards all other rental/event requests to the supervisor. Initiates customer birthday party requests and forwards to supervisor for processing.
  • Enters admission pass usage information and revenue summaries into computer databases.
  • Performs general office functions such as filing and word processing, as required.
  • Assists supervisory staff in providing shift orientation for new staff.
  • Performs other related duties as assigned.
     

Qualifications

  • Grade 12 education. 
  • One year related cash-handling experience in a customer service environment.
  • Knowledge of accepted procedures for handling cash, balancing transactions, and completing revenue (cash) collection reports.
  • Knowledge of customer service principles and practices.
  • Ability to interact with customers and remain calm when dealing with customers during high volume periods.
  • Ability to provide responsive customer service, and convey confidence and competence.
  • Ability to maintain records and to make accurate arithmetic calculations.
  • Ability to understand and execute oral and written instructions.
  • Ability to establish effective working relationships.
  • Skill in the operation of office equipment and automated systems, including a programmed cash register.

Requires Security Check

Acceptable current Criminal Record Check (CRC) upon offer of employment.

Additional Requirements

Shift work and weekend work is involved.

Weekly Hours: 40 

Cashier-Receptionist

City Of Sasakatoon
Saskatoon
  Financial Services Part-time
  19.84  -  21.87
Job Summary Under supervision of the Clerk III, this position serves customers, who use recreation facilities, and performs a variety of functions including reception, general admi...
Learn More
Feb 29th, 2024 at 11:18

Wealth Management Associate Program (WMAP) Full-time Job

Scotiabank

Financial Services   Saskatoon
Job Details

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Associate Financial Consultant, Acquisition


Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work flexibility, but also endorses it. A place where diversity and inclusion and a commitment to employee health and wellbeing are part of the corporate DNA. A job that is more than a job – allowing you to make a meaningful contribution to the welfare of some of the hardest working Canadians we know – physicians. If not only what you do but who you do it for matters, consider this opportunity join our exceptional team of professionals committed to making a difference to those on the front lines of Canadian healthcare.


There has never been a better time to join MD as an Associate Financial Consultant, Acquisition. The Associate Financial Consultant, Acquisition Program is a multi-year salaried program aimed at developing high performing, entrepreneurial-minded individuals into a Senior Financial Consultant role. Successful candidates will complete a comprehensive training program including 5-months in the Scotia Wealth Management Associate Program (WMAP). The program is focused on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

Once the program is completed, you will be able to leverage MD’s wealth management tools and reputation to build a wealth advisory practice. You will focus on utilizing client discovery, financial planning, portfolio management and relationship management skills to identify opportunities, develop and execute a plan to help high net worth clients build and sustain their wealth.


As an Associate Financial Consultant, Acquisition you will

  • Generate outbound leads and manage inbound referrals, converting both into sales opportunities.
  • Apply a growth mindset to assess and analyze all prospect opportunities and create financial plans, leveraging other areas of the business as needed, to provide the appropriate level of service to clients based on their personal preferences and/or financial/investment circumstances.
  • Develop and lead marketing initiatives and deliver a high touch, top-quality client experience consistent with MD values and brand.
  • Participate in/lead client seminars, partner events, conferences, information sessions and other activities relative to the medical community to promote MD products/programs and increase awareness of legislative changes.
  • Lead efforts to convert high-potential targets to grow market share.
  • Grow and retain market share through active prospecting, purposeful business development and exceptional customer relationship management.
  • Track pipeline reporting to ensure effective sales management and prepare and execute quarterly business plans to meet target objectives.
  • Complete financial planning in the areas of risk management, estate planning, liability management, cashflow budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting.
  • Prepare and review comprehensive financial plans and investment strategies based on MD Management (MDM) developed and managed optimal portfolio ranges.
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-today activities and decisions.

 

What’s In It For You?

  • An accelerated career development program that that puts you on the fast track to becoming a Senior Financial Consultant. No wait time for a role to become available or competing for limited roles; graduates of the program move on to become a Senior Financial Consultant.
  • Access to training and support to help you attain necessary licensing and certifications on your career path to Senior Financial Consultant (Wealth Management Essentials, Certified Financial Planner Designation, Life License).
  • Mentoring and learning opportunities within the MD Wealth Advisory businesses to gain a broad understanding of the MD value proposition and its associated products and services.
  • Specialized training in the areas of lead generation, relationship management, comprehensive financial planning and understanding the physician lifecycle and their unique needs/challenges. Rigorous feedback systems and dedicated coaching to ensure your success.
  • Access to a community of peers - a cohort program provides you an interactive and dynamic setting to foster creativity, learn new skills and encourage greater progress.

What MD Expects of You:

  • The desire to build a career in a Wealth Advisory role – you possess an entrepreneurial spirt, accountability and an openness to constructive feedback.
  • You lead by example – you’re a resourceful self-starter with well-honed communication skills and the ability to influence and build consensus.
  • A commitment to providing an exceptional client experience – built on a foundation of client first relationships, mutual trust, and high integrity.
  • A desire to learn – to further your knowledge of not only MD products, but also advanced financial planning concepts including income tax, investment trends and products, and any other issues that could impact MD clients.
  • You embrace change – thriving in a diverse environment of ever-changing priorities where ambiguity, multi-tasking and tight deadlines are the norm.
  • The ability to work independently and as part of a broader team, always seeking ways to better serve the client.
  • A high level of comfort with technology to support virtual meetings and CRM.
  • Flexibility – to relocate across Canada.
  • Confidence – in yourself, in MD’s products, in asking for the business.

The Must Haves:

  • A proven track record of success and client service in a high-performing environment.
  • Masters or undergraduate university degree in business, commerce, or financial planning.
  • Completion of the Canadian Securities Course prior to employment start date
  • Become IRROC licensed as a Registered Representative having completed the Canadian Securities Course, the Conduct & Practices Handbook and subsequently, the 90-day training.
  • By year three of the program, completion of the Life License (LLQP), Group Annuity Sector (PQPAV – Quebec only) and a willingness to complete other regulatory requirements.
  • Willingness to complete the Wealth Management Essentials course (WME, post-licensing requirement) within 30 months of hire.

Assets:

  • Fluency in a second language (French, Spanish, Mandarin/Cantonese).
  • Lending experience.
  • Working knowledge of financial planning and financial services.
  • Product knowledge.

Why MD?

  • We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
  • We believe an inclusive and diverse work environment makes for happy and productive employees.
  • We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
  • We know that financial security is important to you and we’re here to help – competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
  • We realize time away to recharge is a non-negotiable – we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able to take time off without worrying about your clients.
  • We understand that cost-effective banking solutions mean more money in your pocket – through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
  • We love discounts. Through the WorkPerks program, as an employee of MD you’ll have access to thousands of discounts with various vendors across Canada.

Wealth Management Associate Program (WMAP)

Scotiabank
Saskatoon
  Financial Services Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Financial Consultant, Acquisition Imagine an environment that encou...
Learn More
Feb 9th, 2024 at 11:08

Banking Advisor Full-time Job

Royal Bank Of Canada

Financial Services   Saskatoon
Job Details

What is the opportunity?
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

 

 

Job Description

What will you do?

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

 

What do you need to succeed?

Must-have

  • Mutual Funds accreditation, or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course)
  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
  • Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.)

 

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry

 

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 including competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
  • Opportunity to achieve great success and grow your career with RBC

 

 

Job Skills

Client Centricity, Collaboration, Critical Thinking, Curiosity

Banking Advisor

Royal Bank Of Canada
Saskatoon
  Financial Services Full-time
What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you...
Learn More
Feb 2nd, 2024 at 10:12

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