All jobs within 50 km around Salt Spring Island in Financial Services

Work from Home

The successful candidate for this posting may be eligible for participation in a hybrid, work from home arrangement in alignment with the City’s Work from Home Policy. Such arrangements are determined with each employee and subject to change based on operational needs and policy direction. 

Flex

The successful candidate for this vacancy would participate in a modified work week, earning a flex day off each bi-weekly period by working additional time each day. Modified work weeks established in accordance with the CUPE Local 50 Collective Agreement and are subject to change.

Victoria is a leading-edge capital city that embraces the future and builds on the past, where human well-being and the environment are priorities and where the community feels valued, heard, and understood.

The City’s Finance department has an exciting opportunity for a Financial Analyst – Budgets to join our team with the goal of providing exceptional service. At the City, we work collaboratively, continually look toward the future, and are committed to a culture that believes in continuous improvement.

This is a hands-on position that works closely with teams across the organization to support the planning, coordination and development of the operating and capital budgets and provide historical and strategic analysis that aids department decision making. This position plays an integral role in driving transformational change and continuous improvement. The position will be part of a talented and professional team of 4.

The successful candidate will be a critical thinker, innovator, and collaborator with a focus on providing accurate and timely information for effective decision making. We are looking for individuals with related work experience in budgeting, strong variance analysis and the ability to manage multiple fast paced competing demands at once.

The City is a fantastic employer offering a competitive benefits package, hybrid work from home, municipal pension plan and extended healthcare benefits. This role is also eligible for one day off each pay period (modified work weeks).

If you are passionate about what you do, strive to work in a progressive environment and want to make a difference, we want to hear from you!

POSITION FUNCTION

Coordinate and participate in the work of the budget section of the Financial Services Division.

KEY DUTIES

Coordinate the preparation and administration of the municipal operating and capital budgets; review budget submissions to ensure consistency and compliance with guidelines; maintain spreadsheets and monitor budget adjustments; prepare and review monthly budget variance analyses and financial reports and report on significant variances; assist in the preparation of annual financial statements and working papers. Perform analysis of various financial information to be provided to managers for decision-making.

Coordinate departmental submissions by compiling financial information for grant applications, claims, and year end reporting; ensure timely submission and submit extension requests when necessary.  Coordinate grant audits by providing detailed information to auditors and responding to inquiries.  Respond to inquiries relating to submitted claims.

Respond to enquiries from staff, department clients and outside agencies; provide related financial advice and guidance to departments in the preparation, monitoring and control of their operating and capital budgets; assist in the preparation of budget presentations for senior management and council; participate on corporate financial projects and committees as required.  Review all purchasing and staffing requisitions to confirm budget.

Participate in the development and implementation of budget and accounting policies, procedures and standards for all financial functions; assist in the planning, implementation and improvement of financial systems.  Work collaboratively with internal and external stakeholders to assess and troubleshoot City budget software; provide training to new users.

Perform related duties where qualified.

INDEPENDENCE

Work is performed according to annual budget program requirements and policy and annual financial statement requirements.

Work is reviewed through discussions with supervisor.

Issues such as policy development and major budget variances are discussed with supervisor with recommendations.

WORKING CONDITIONS

Physical Effort:

Touch keying on a calculator. (often)

Sit with arms unsupported while keyboarding. (often)

Mental Effort:

Meet accounting and project deadlines. (often)

Long periods of intense concentration while performing reconciliations and analyses. (often)

Visual/Auditory Effort:

Focus on a variety of source data and computer for long periods. (often)

Work Environment:

Office.

KEY SKILLS AND ABILITIES

Application of accounting techniques related to municipal accounting and budget processes.

Coordination of corporate budget process.

Effective analytical skills.

High level of precision and attention to detail is required in reviewing and analysing financial information.

Interpret related legislation, policies and regulations.

Knowledge of Community Charter.

Familiarity with PSAB (Public Sector Accounting Board).

Advanced level operation of current City related specialty software.

Provide technical guidance and advice to user departments.

Maintain accurate records.

Ability to multi-task and manage changing priorities under tight deadlines.

Establish and maintain effective working relationships.

Ability to work well in a team environment.

Deal effectively with the public and outside agencies.

QUALIFICATIONS

Formal Education, Training and Occupational Certification:

High school graduation.

Third level CGA/CMA program. (3 years)

Experience:

3 years of related experience in budgeting and computerized accounting

or an equivalent combination of education and experience.

OTHER:

Maintain up-to-date knowledge of Municipal accounting and budgeting techniques.

May be requested to substitute in a more senior position.

The Account Manager is responsible to work on opportunities across the Victoria/Vancouver Island territory, representing the business to all levels of decision makers within the accounts. 

The purpose of this role is to solution sell the full scope of services to new customers with the key deliverables achieving assigned revenue objectives and enabling maximum revenue growth.   

How You’ll Help

• Sells into accounts, services new accounts, and manages an existing client base. 
• Acts proactively to create opportunities for new business with existing accounts. 
• Builds relationships with potential new and existing accounts to grow & retain business in Canada and the US. 
• Generates sales leads by networking, cold-calling prospects and building relationships as part of a coordinated sales strategy. 
• Creates sales strategies by gathering market information, analyzing opportunities and documenting sales methodology. 
• Prepares presentations and delivers to prospective clients. 
• Maintains accurate customer files. 
• Works with operations to address issues with scheduled shipments. 
• Other related duties as may be required. 

Your Skills & Experience: 

• Minimum of secondary education
• Post-secondary education in business administration or related field, an asset
• A suitable combination of education and experience may be considered
• Previous Transportation or operational experience is preferred; various roles within transportation would be beneficial. 
• A minimum of 1-2 years’ experience in outside sales, sales support/customer service or business-to-business sales. 
• A solid network and client base to call upon is preferred.
• Strong interpersonal skills and a desire to resolve problems in a timely fashion. 
• Considerable tact, courtesy and diplomacy are required when dealing with Customers, either existing or new. Problem solving demands require immediate action, to ensure the consistent application of strategies for growth. 
• Excellent communication and negotiation skills. 
• Proven experience in freight brokerage sales, with a desire to grow professionally. 
• Computer skills in Microsoft Office, Windows environment are key to succeeding in this role. 
• Out-going "Hunter" personality. 
• Demonstrated customer relationship skills. 
• Able to work deadlines in high transactional environment. 
• Ability to champion business needs in a collaborative manner to colleagues. 
• Results focused. 
• English, other languages an asset
• Able to work with little supervision
• Subject to a criminal background check prior to employment
• Travel required.
• Regular short distance travel via car.
• Occasional long distance travel via flight.
• Work requires attendance at customer sites. Customer environment may vary.
• Home office environment and flexibility.
• Office environment with extended periods of sitting in a workstation, utilizing the phone or working on a computer.
• Extended period sitting in a work station working on a computer and on a phone
• Normally Monday to Friday, daytime hours but may be required outside of these hours. 
• The position has a high degree of latitude in setting priorities and scheduling own work. 

 

If you’re chosen for the role, you’ll be asked to provide reference and criminal background checks before employment. You’ll only be contacted if you’re selected for an interview. 

As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' 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 - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals. 
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions. 
• Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.

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 engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2025-01-07

Job Location

Richmond-Three West Centre

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge

We have an opportunity for an Account Manager to join our Hospitality team.

As an Account Manager, you will redefine how the hospitality vertical handles customer renewals and provides in-life support to clients.  From the point of initial sale through renewal, you will connect with clients, understand their feedback and needs, and support them through renewals.  Engaging the services of the sales operations team for technical support as needed, you will actively own an evolving list of clients and ensure success in renewals, help drive engagement with the product, and reduce overall churn. This is a great opportunity to join a supportive and collaborative tech company where your contribution will be valued.

In this role, you will:

• Develop and maintain strong relationships with assigned client accounts, and assist with onboarding of newly sold clients. 
• Serve as the primary point of contact for client inquiries, concerns, and escalations.
• Complete renewals, including updates to relevant agreements, and ensure timely billing of client.  Support Accounts Receivable in reaching out to delinquent accounts, in line with set policies.
• Understand clients' primary objectives for the product, providing the feedback and materials (where applicable) necessary to help achieve those objectives.
• Consolidate client feedback, objectives, and other relevant information for use by colleagues in the Hospitality Account Management team, and across the broader organization to aid in the evolution of products and services offered in the hospitality vertical.
• Collaborate with internal teams (such as hospitality sales, sales enablement, and content) to help address and facilitate client requests.
• Implement up-sell or cross-sell options as outlined by the company, working to set targets. 
• Monitor client satisfaction and promptly address any issues to maintain high levels of retention.
• Stay informed about industry trends, competitor activities, and market developments to support you and the broader Hospitality Account Management team in your efforts
• Utilize relevant sales tools, including CRM, to ensure accurate data, pipelines, and renewal and financial information.
• Other duties as assigned

You are a great fit if you have:

• At least 2 to 3 years of work experience in B2B sales or business development
• Exceptional communication and interpersonal skills in English with proficiency in Spanish preferred.
• Solid organizational skills, and you are results driven
• Strong analytical and problem-solving skills
• A proactive and creative mindset
• The ability to thrive both independently and collaboratively in a dynamic, fast-paced setting
• The flexibility to work in different time zones
• Experience with CRM other sales tools

Bonus points if you:

• Have completed a bachelor’s degree in business administration, marketing, or related field.
• Fluency in an additional language, including but not limited to Portuguese, German, French, Italian, Dutch, or an Asian language.
• Have a strong interest in published media, hospitality, and the business of travel.

Why us for your next career adventure?  

PressReader offers a hybrid work environment to balance the flexibility of working from home and being together to collaborate, celebrate, and connect. This position is based in our Richmond, BC office and requires to be on-premises 2 days a week. When not in the office, employees have the opportunity to work remotely.

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Digital Savviness, ability to effectively utilize mobile applications

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 of flexible benefits, competitive commission structure, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

RBCFP

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity