All jobs within 50 km around Willowdale in Financial Services

Overview

03/05/2025

Address:

52 Peel Centre Drive

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

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

Qualifications:

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

Starting salary is $55,000 plus upward commission potential

$44,500.00 - $82,500.00

This position is responsible for driving new business within an assigned Commercial Account base and prospect territory in the GTA area.  By effectively partnering with clients, the Account Executive will provide effective business solutions through innovative and strategic planning. 

What you’ll do:

• Use innovative selling techniques and knowledge of the client to grow business within a base of prospect accounts leveraging the full suite of Rogers Wireless, Wireline and Data Centre products and services
• Initiate and build relationships with C-level and other key senior stakeholders within prospect accounts.  Leverage any and all of Rogers assets and relationships to develop relationships and uncover business opportunities
• Develop extensive account and relationship growth strategies to gain insider status towards growing new business within prospect accounts
• Partner with key internal stakeholders to develop a customized value proposition to meet needs of prospects and work within Rogers to overcome barriers to sale
• Generate targeted, custom pricing proposals and quarterback internal business case process to ensure opportunities are fully considered by Rogers stakeholders at all levels
• Meet and exceed assigned sales targets as well and key milestones in the account plan
• Actively participate in regular sales meetings and demonstrate leadership by transferring key learning’s to the rest of the Commercial Segment Acquisition team

What you will bring:

• Minimum 5-10 years experience in Wireless/Wireline/Data Centre and/or telecom industry, with proven success driving new business in the Medium to Large corporate accounts arena
• Demonstrated ability to develop and grow c-suite and other senior level relationships within key clients
• Proven track record of meeting and exceeding assigned quotas selling into prospect accounts
• Solid understanding of wireless, data and telecom products and services
• Excellent presentation and communication skills
• Strong account planning skills
• An innovative thinker with skill in generating solutions that meet customer needs
• Self-starter with ability to adapt to a fast-paced, changing work environment
• Computer proficient in Microsoft Word, Excel, PowerPoint
• University Degree in Business Administration or a related field preferred
• Valid driver's license and access to a reliable vehicle is a must
• Comfortable with daily travel (GTA area)

To protect our people, brand and assets, a pre-employment background check will be conducted. As part of our selection process, all candidates must clear a criminal background check. Additionally, a credit check and drivers abstract may be required depending on the role.

Schedule: Full time
Shift: Day
Length of Contract: Not Applicable (Regular Position)
Work Location: 8200 Dixie Rd (341), Brampton, ON
Travel Requirements: Up to 25%
Posting Category/Function: Sales & Account Management
Requisition ID: 308481

CLOSING DATE:  September 16, 2024

AREA OF RESPONSIBILITY:

Reports to Supervisor, Accounting, Prepares and analyses a variety of financial statements, reports and related documentation for internal and external stakeholders as it relates to the Current, Reserve and Trust Funds. Responsible for the data compilation and analysis of all asset data inventory to ensure compliance with the revised Public Sector Accounting Board’financial reporting standards (PSAB 3150).

• Responsible for the monthly reconciliation of the City’s bank accounts. This often requires coordination with other departments.
• Responsible for the preparation, analysis and the timely and accurate entry of the City’s financial information into the General Ledger. Ensure that journal entries are accurate and in accordance with Generally Accepted Accounting Principles (GAAP), Public Sector Accounting Board (PSAB) as well as the City’s policies and procedures.
• Prepare and analyze annual Financial Statements and Financial Information Return schedules to be used by internal and external stakeholders.
• Prepare and analyze various monthly, quarterly and annual reports for all City funds. Reports must be accurate and timely as they are distributed to all levels of management.
• Provide information for Statistics Canada Quarterly Surveys. Compile and analyze Annual Statistics Canada Report.
• Analyze monthly balance sheet accounts. Obtain backup, investigate issues and take necessary corrective action.  Analysis requires communication with various departments as well as third parties.
• Responsible for chart field maintenance in the PeopleSoft General Ledger and Project Costing modules.
• Prepare monthly and annual government statutory remittances including but not limited to the Employer Health Tax (EHT) and Harmonized Sales Tax (HST).
• Review A/P Payment Requisitions, Purchase Orders and Invoices for correct coding and asset classification.
• In conjunction with Payroll, process payroll journals via the PeopleSoft Financial and HRMS system interface.
• Process monthly employee Meal and Mileage Allowances.
• Responsible for the maintenance of employee and external vendors in the PeopleSoft Financial system.
• Responsible for the administration of the City’s travel request and reimbursement process while ensuring the adherence of the corporate policies and guidelines.
• Process financial transactions for internal and external investments in the General Ledger and analyze related balance sheet accounts.
• Responsible for the creation of project id’s and set up project information in the PeopleSoft Project Costing module.
• Capital Budget analysis and upload.
• Generate reports on asset cost and depreciation. Provide all ad hoc reports related to tangible capital assets. 
• Process and analyze asset inventory information submitted by operating departments.
• Analyze project costs to determine the correct accounting treatment.
• Provide input on policies and business procedures related to Tangible Capital Asset accounting.
• Provide ongoing training to operating departments on Tangible Capital Asset financial policies and procedures through formal training sessions.
• Prepare accounting data for year-end Tangible Capital Asset schedules. Will be required to  take corrective action when required.
• Performs additional similar and related duties as assigned.

SELECTION CRITERIA:

• High School (Grade 12) graduation plus an additional program of three to four years in Economics, Finance or equivalent.
• Over two (2) years, up to and including four (4) years of related experience.
• Completion of CPA (Chartered Professional Accountant) PREP or 4th level CGA (Certified General Accountant) or completion of all eligibility required topics for CMA (Certified Management Accountant) entrance examination or equivalent.
• Strong knowledge of PeopleSoft Accounts Payable, Purchasing, General Ledger, Asset Management and Project Costing modules and PSAB/GAAP.
• Demonstrated experience with Microsoft Office Suite applications.
• Demonstrated accuracy and attention to detail.
• Exceptional written and verbal communication and interpersonal skills with an emphasis on customer service.
• Demonstrated time management skill.

 **Various tests and/or exams may be administered as part of the selection criteria.

Interview:  Our recruitment process may be completed with video conference technology.

HOURS OF WORK:  35-hour workweek

LOCATION:  Hybrid Model*– when working onsite, you will report to the location of City Hall

SALARY GRADE:  8

SALARY RANGE:           1ST STEP:     $73,473.40 per annum

                                      2ND STEP:    $77,350.00 per annum

                                      JOB RATE:  $81,426.80 per annum

JOB TYPE:  Union

POSTING DATE:  June 28, 2024

CLOSING DATE:  July 14, 2024

AREA OF RESPONSIBILITY:

Reporting to the Supervisor, Accounting, Prepares and analyses a variety of financial statements, reports and related documentation for internal and external stakeholders as it relates to the Current, Reserve and Trust Funds.  Responsible for the data compilation and analysis of all asset data inventory to ensure compliance with the revised Public Sector Accounting Board’s financial reporting standards (PSAB 3150).

• Responsible for the monthly reconciliation of the City’s bank accounts. This often requires coordination with other departments.
• Responsible for the preparation, analysis and the timely and accurate entry of the City’s financial information into the General Ledger. Ensure that journal entries are accurate and in accordance with Generally Accepted Accounting Principles (GAAP), Public Sector Accounting Board (PSAB) as well as the City’s policies and procedures.
• Prepare and analyze annual Financial Statements and Financial Information Return schedules to be used by internal and external stakeholders.
• Prepare and analyze various monthly, quarterly and annual reports for all City funds. Reports must be accurate and timely as they are distributed to all levels of management.
• Provide information for Statistics Canada Quarterly Surveys. Compile and analyze Annual Statistics Canada Report.
• Analyze monthly balance sheet accounts. Obtain backup, investigate issues and take necessary corrective action.  Analysis requires communication with various departments as well as third parties.
• Responsible for chart field maintenance in the PeopleSoft General Ledger and Project Costing modules.
• Prepare monthly and annual government statutory remittances including but not limited to the Employer Health Tax (EHT) and Harmonized Sales Tax (HST).
• Review A/P Payment Requisitions, Purchase Orders and Invoices for correct coding and asset classification.
• In conjunction with Payroll, process payroll journals via the PeopleSoft Financial and HRMS system interface.
• Process monthly employee Meal and Mileage Allowances.
• Responsible for the maintenance of employee and external vendors in the PeopleSoft Financial system.
• Responsible for the administration of the City’s travel request and reimbursement process while ensuring the adherence of the corporate policies and guidelines.
• Process financial transactions for internal and external investments in the General Ledger and analyze related balance sheet accounts.
• Responsible for the creation of project id’s and set up project information in the PeopleSoft Project Costing module.
• Capital Budget analysis and upload.
• Generate reports on asset cost and depreciation. Provide all ad hoc reports related to tangible capital assets. 
• Process and analyze asset inventory information submitted by operating departments.
• Analyze project costs to determine the correct accounting treatment.
• Provide input on policies and business procedures related to Tangible Capital Asset accounting.
• Provide ongoing training to operating departments on Tangible Capital Asset financial policies and procedures through formal training sessions.
• Prepare accounting data for year-end Tangible Capital Asset schedules. Will be required to  take corrective action when required.
• Performs additional similar and related duties as assigned.

SELECTION CRITERIA:

• High School (Grade 12) graduation plus an additional program of three to four years in Economics, Finance or equivalent.
• Over two (2) years, up to and including four (4) years of related experience.
• Completion of CPA (Chartered Professional Accountant) PREP or 4th level CGA (Certified General Accountant) or completion of all eligibility required topics for CMA (Certified Management Accountant) entrance examination or equivalent.
• Strong knowledge of PeopleSoft Accounts Payable, Purchasing, General Ledger, Asset Management and Project Costing modules and PSAB/GAAP.
• Demonstrated experience with Microsoft Office Suite applications.
• Demonstrated accuracy and attention to detail.
• Exceptional written and verbal communication and interpersonal skills with an emphasis on customer service.
• Demonstrated time management skill.

**Various tests and/or exams may be administered as part of the selection criteria.

Interview:  Our recruitment process may be completed with video conference technology.

Applicants who do not meet the educational requirements but have direct related experience may be considered.

Overview

The Payroll Analyst will be responsible for the execution and maintenance of time away from work, and timekeeping programs and processes across the enterprise. This role will appeal to someone who is an organized, thoughtful, and collaborative relationship builder.

• Primary contact for questions related to time tracking and time away from work questions

• Provide training and coaching to employees, and managers on time keeping best practices

• Build reports and audit queries to maintain the integrity of time data in Workday

• Contribute to the maintenance of the Workday knowledge library to maintain relevance

• Participate in the review and approval of key business processes related to time and absence program delivery

• Provide legislative expertise in the areas of overtime, stat holiday pay etc across Canada

What you bring

• 1-3 years experience within payroll

• Exceptional knowledge of Canadian Tire overtime, absence and time off programs, eligibility, and administration practices.

• Exceptional communicator, with an ability to make connections with people quickly.

• Strong ability to manage multiple and competing priorities

• Experience working with Workday Timetracking or another equivalent time system (i.e. Kronos, Dayforce, PeopleSoft)

• Experience working with large data sets in Excel and comfortable with functions like VLOOKUP, formatting, cleansing data, building various Excel formulas (if statements etc)

Hybrid

We value flexibility. We have adopted a hybrid work model whereby employees use a combination of working in office and virtually in service of outcomes. Each leader is empowered to decide what work is best achieved in person based on the unique needs of their team.

What you’ll do

The Payroll Analyst will be responsible for the execution and maintenance of time away from work, and timekeeping programs and processes across the enterprise. This role will appeal to someone who is an organized, thoughtful, and collaborative relationship builder.

• Primary contact for questions related to time tracking and time away from work questions

• Provide training and coaching to employees, and managers on time keeping best practices

• Build reports and audit queries to maintain the integrity of time data in Workday

• Contribute to the maintenance of the Workday knowledge library to maintain relevance

• Participate in the review and approval of key business processes related to time and absence program delivery

• Provide legislative expertise in the areas of overtime, stat holiday pay etc across Canada

What you bring

• 1-3 years experience within payroll

• Exceptional knowledge of Canadian Tire overtime, absence and time off programs, eligibility, and administration practices.

• Exceptional communicator, with an ability to make connections with people quickly.

• Strong ability to manage multiple and competing priorities

• Experience working with Workday Timetracking or another equivalent time system (i.e. Kronos, Dayforce, PeopleSoft)

• Experience working with large data sets in Excel and comfortable with functions like VLOOKUP, formatting, cleansing data, building various Excel formulas (if statements etc)

Hybrid

We value flexibility. We have adopted a hybrid work model whereby employees use a combination of working in office and virtually in service of outcomes. Each leader is empowered to decide what work is best achieved in person based on the unique needs of their team.

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 [email protected]

• 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

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.

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.