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The City of Toronto is Canada’s largest municipality serving 2.9+ million residents & thousands of communities in Toronto. We have consistently been named one of Canada’s Top 100 Employers.

The City of Toronto offers a new and exciting opportunity for CPA Associate positions through our CPA Pre-Approved Program. Over a 30-month term, this City of Toronto rotational program will provide CPA Associates with the experience needed to qualify as a Chartered Professional Accountant. This experience will be gained through rotational assignments made available in Corporate Accounting, Internal Audit and Financial Planning and Analysis. The City of Toronto also provides CPA Associates with preparatory and training support, including study leave to assist in their preparation for CPA examinations.

Major Responsibilities:

CPA Associates at the City of Toronto will be part of the CPA Pre-Approved Program with practical experience rotations between two of the three following divisions:

Accounting Services Division

• Researches complex accounting issues, and evaluates, calculates, and recommends appropriate accounting treatment.
• Reviews new and/or revised Public Sector Accounting Standards (PSAS) and assesses the impact on City of Toronto accounting policies and on consolidated financial statements.
• Supports the development of City of Toronto corporate accounting policies, and updates policies for new standards to be adopted (as required).
• Prepares annual financial statements and reporting requirements, including the consolidation of relevant agencies, corporations and other consolidated entities.
• Prepares and analyzes relevant note disclosures and ratios for routine and non-routine financial statement elements and reporting.
• Assists in the preparation of ad hoc financial analysis, staff reports, and presentations for submission to City executives, Committees or Council.
• Assesses general ledger balances and transactions for compliance with PSAS.
• Assists the Supervisor or Manager with various tasks/operational requests and attends meetings where confidential financial information is discussed.

Internal Audit Division

• Assists and participates in the establishment of audit objectives, scope and criteria, report writing, the development of recommendations and the evaluation and presentation of audit results.
• Completes audit procedures (interviews, walkthroughs, testing, questionnaires, examining documents and reports, site visits, etc.) developed for each audit objective in accordance with the project plan.
• Performs and provides input to a wide range of financial and operational reviews at the City of Toronto to ensure the reliability of financial information, a strong internal control environment, and compliance with corporate policies and procedures.
• Supports planning, coordination and execution of audits for the organization’s major business and accounting processes to identify opportunities for improvement including cost savings and improvements to the efficiency/effectiveness of operations.
• Ensures internal controls are designed and maintained in accordance with City by-laws, policies, and best practices to ensure key risks are being managed.
• Provides content for detailed audit reports, executive summaries and presentations for all levels of management and presents results and recommendations to management in support of providing assurance that enterprise risks are being managed.

Financial Planning Division

• Assists in the implementation of corporate budget systems/ reporting tools that support strategic corporate and political decision-making.
• Assists in preparation of corporate and divisional financial planning and analysis for capital/operating budget estimates and submissions that align with council directives, corporate guidelines, and City service and operational needs based on the most cost-effective use of City resources.
• Monitors and evaluates in-year expenditure and revenue performance, reports on causes for variances and recommends mitigating strategies to clients and management.
• Supports the development of strategic approaches, analytical techniques, and fiscally sustainable solutions to meet the City’s fiscal challenges/opportunities, including cost containment, full cost recovery, and revenue maximization.
• Reviews and analyzes costs and revenues for both operating and capital budgets, including resources required to deliver identified services and appropriate business case analysis.
• Supports cash flow forecast validation to monitor and report on the City’s overall cash availability.
• Reviews budget impact on programs/agencies’ service delivery and performance measures and prepares finding summary that guides the City’s strategic objective discussions.

Key Qualifications:

1. Post-secondary undergraduate degree that meets the qualifications for enrollment into the CPA Professional Educational Program (PEP)
2. Admission to the CPA Professional Education Program (CPA PEP) and in good standing with CPA Ontario
3. Experience leading and participating in extracurricular activities
4. Experience handling multiple projects concurrently, meeting deadlines on time and working with diverse groups
5. Experience conducting research, data analysis, and summarizing findings
6. Excellent interpersonal, presentation, and communication skills to interact and communicate effectively with all levels of the organization
7. Ability to work effectively as a team member and work collaboratively with others
8. Proficient computer skills to use a variety of software packages (e.g. MS Office: Word, Excel, PowerPoint).
9. Excellent project management and organizational skills
10. Effective decision-making, conflict resolution and problem-solving skills with a results-oriented approach and strong customer service orientation
11. Post-secondary transcripts may need to be provided upon request

To review, analyze, develop, and coordinate the Division’s Capital and Operating Budgets for the effective delivery of the Ontario Works Program. To monitor the expenditures and revenues and develop/assess performance targets and ensure all available funding options are presented to senior management and utilized to their optimum efficiency.  To provide advice, council and support to Divisional staff on purchasing and invoice payment matters.

• Implements detailed plans and recommends policies/procedures regarding Ontario Works Program specific financial requirements.
• Oversees and is responsible for the preparation of the Division’s capital and operating budget submissions; reviews, analyzes and develops and coordinates the reconciliation and justification for budget requests.
• Prepares budget presentations, briefing notes and supporting documentation as well as prepares consolidated financial reports in response to requests from Members of Council, the Provincial staff and senior management.
• Monitors, reviews, and analyzes expenditures and revenues to ensure they do not exceed approved funding levels; identifies significant program cost variances and recommends key strategic initiatives/corrective action to senior management.
• Prepares financial reports and recommendations for senior management on the economic and financial impacts of changes in Federal and Provincial policies, programs and regulations governing financial and employment assistance programs under Ontario Works
• Ensures that Capital and Operating budget requests meet the requirements of and are consistent with Council direction, Divisional operational plans, and corporate guidelines/targets.
• Assesses budget submissions from operating units and recommends budget submission adjustments to senior management.
• Provides advice, council, and support to Divisional staff on purchasing and invoice payment matters, including the development of RFP’s/RFQ’s, Requests to Purchase Goods and Services, contract management and the processing of payments to external vendors.
• Oversees and is responsible for the OW Service Contract reporting process to determine the Provincial share of expenditures governed by Provincial acts/legislation with various cost sharing/subsidy calculations.
• Ensures subsidies available under OW are maximized to reduce the City’s share of expenditures.
• Monitors and verifies movement in the Division’s reserve funds and maintains integrity of transactions.
• Leads and participates on various Divisional and Departmental projects by providing leadership, financial expertise, and guidance.
• Liaises with various Divisional, Departmental, Corporate and Provincial staff in all financial and budgetary activities.
• Supervises, motivates and trains assigned staff, ensuring effective teamwork, high standards of work quality and organizational performance, continuous learning and encourages innovation in others.
• Develops policies, procedures and recommendations for financial management and budgetary control.

Key Qualifications:

1. Post secondary education in financial management and/or the completion of an accounting designation (e.g. CA, CPA) OR an equivalent combination of education and experience.
2. Extensive relevant experience in the application of the principles and practices of operating and capital budget formulation, purchasing, and financial planning within a large private or public sector organization.
3. Considerable experience in performing budget and financial analysis assignments, specifically compiling, and analyzing financial and statistical data and making appropriate recommendations.
4. Considerable experience in the preparation and delivery of reports and presentations, explaining financial supporting analysis in the context of proposing effective strategies and making recommendations to senior management.
5. Highly developed interpersonal, negotiation, conflict resolution, problem solving skills with the ability to communicate effectively with all levels of the organization and foster effective internal and external relationships.
6. Sound judgment and ability to handle matters of a confidential, proprietary, or sensitive nature as they relate to Council, other senior staff and the public.
7. Strong project management skills with respect to performing research and cost benefit analysis for complex financial projects.
8. Familiarity with the budgeting, purchasing, financial and administrative procedures of a large corporate environment.
9. Ability to work independently and as a team member, managing multiple tasks under pressure and producing results within tight time frames.
10. Proficiency in MS Office Suite (i.e. Word, Excel, Access, PowerPoint) with advanced spreadsheet skills to prepare financial reports.
11. Strong knowledge of SAP in the areas of purchasing and reporting.

The Credit Analyst is responsible for contributing to the resolution of accounts working collaboratively with customers as well as across functions of the business. Your responsibility is to collect outstanding moneys to increase our Working Capital. This position is all about communication and relationship building. This person must be committed to driving results to achieve strategic cash targets.

Location: Somerville, NB

How You’ll Help

• Maintain a portfolio of accounts, maintaining aged AR balances within KPI targets.
• Identifies and develops strategies for the resolution of troubled accounts to minimize loss.
• Resolve collection issues via phone, email, 3rd party payment houses, etc.
• Collaborate across departments to identify problems. Work to remove barriers and find solutions to ensure the collection of outstanding invoices within payment terms and credit limit.
• Monitor account portfolio aging daily to ensure alignment with established targets.
• Facilitate virtual and in-person meetings to correct and align internal stakeholders with external customers.
• Work with internal teams to identify and develop strategies for the resolution of invoice discrepancies to minimize DSO (days sales outstanding).
• Interpret customer contracts.
• Other related duties as may be required.

Your Skills & Experience: 

• Post-secondary education in business administration, accounting or related field.
• PCMP, CCA, or CCP designation through the Credit Institute of Canada, or equivalent, a strong asset.
• 1-3 years’ experience in a credit/collections role, preferably in the transportation industry. 
• Adjudication experience a strong asset.
• Exceptional customer service focus and relationship building skills.
• Strong communication skills, verbal and written; persuasive, confident, with ability to articulate an appropriate message to various audiences clearly and concisely.
• Strong MS Suite skills; Outlook, Excel; must possess the aptitude for learning new programs; AS400, Truckmate, Oracle, SideTrade, Power BI – an asset; 
• Must be adaptable with a strong proficiency to learn new programs/platforms and find efficiencies.
• Resiliency and persistence to resolve outstanding AR between external and internal stakeholders while maintaining the customer relationship.
• Strong organizational and time management skills, including the ability to work under pressure in a fast paced setting while managing multiple customers.
• Ability to multitask and prioritize in a deadline driven environment.
• Strong sense of urgency.
• Ability to work independently and to collaborate with others to meet customer expectations.
• Maintain composure under high-pressure situations and difficult conversations.
• Ability to understand transportation documentation and verbiage.
• Ability to identify early warning signals relating to potential cash flow issues.
• Understanding of freight flow, pricing, and order to cash process.

To apply, visit our Careers page at dayross.com

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.

We are committed to connecting Canadians through unique partnerships, our world-class network and content Canadians love—and our innovative team is growing. We are looking for dedicated team members to join our Corporate team who have a genuine passion for making positive impacts on customers and the communities where we live and work. We have a variety of business units with exciting and meaningful work waiting for you, including Communications, HR, Legal and Corporate Affairs, Supply Chain, Finance, and Real Estate. If you are considering your next step, we have exciting opportunities waiting for you. Come build a rewarding career at Rogers and be a driving force behind our success story!

We currently have multiple Senior Financial Analyst opportunities that we're hiring for. In this role, you will play a pivotal role in driving the financial planning, analysis, and reporting functions within our organization. You will work closely with cross-functional teams, including finance, operations, and senior management, to provide valuable insights and recommendations to enhance our financial performance. Your expertise in financial modelling, forecasting, and data analysis will be crucial in identifying trends, risks, and opportunities to support informed decision-making.

What you'll do:
•    Support the financial operations of the business through the preparation and review of month-end journal entries, forecasts, and budgets.
•    Provide commentary on financial results and key business indicators and drive continuous improvement within the finance team.
•    Participate in the organization's strategic planning process and maintain an understanding of industry trends, key business/cost drivers, and accounting policies.
•    Develop and prepare weekly scorecard reporting for use by management and provide visibility into financial performance and operational measures through the preparation of monthly reporting packages.
•    Conduct analysis on revenue trends, prepare month-end variance analysis and commentaries versus budget and forecasts, and identify risks and opportunities.
•    Collaborate with key business partners and finance leadership teams, and communicate key trends, observations, and business impacts.
•    Assist in business case development, financial modelling, and decision-making in support of strategic initiatives.
 

What you'll have:
•    A University degree in a business-related field (Accounting or Finance preferred), with a professional accounting designation (CPA/CGA/CA/CMA) or MBA.

•    3-5 years of progressive financial experience
•    Strong technical accounting skills, with knowledge of IFRS 15 and other relevant standards
•    Advanced skills in Access, Excel, and PowerPoint
•    Excellent analytical, problem-solving, planning, and organizational skills.
•    Comfort and confidence in dealing with senior leadership and the ability to work with minimal supervision in a fast-paced environment.
•    Strong interpersonal, communication, and presentation skills, with a demonstrated history of engaging with leadership in both business and finance.
•    Ability to manage multiple projects simultaneously and handle competing priorities under short timelines.
•    Knowledge of Oracle Financial Systems and Hyperion/Essbase is an asset.

Being a Rogers team member comes with some great perks & benefits including:

· Health & well-being benefits
· Donation matching
· Paid time off for volunteering
· Wealth Accumulation including: Pension plan & Employee stock options
· Generous employee discounts
· Leadership development, Mentorship, and Coaching programs

Current Opportunities: 

We have vacanies in the following areas:

• FP&A: the responsibilities include financial planning, budgeting, forecasting, and analysis to support strategic decision-making. In this role, you'll analyze financial data, create financial models, and provide insights to management to help optimize financial performance and achieve business objectives.
• Controller: the duties include overseeing the accounting and financial reporting functions. You'll be responsible for financial statement preparation, internal controls, financial analysis, and compliance with accounting standards and regulatory requirements.

As part of the recruitment process, the selected candidate will be required to complete a background check which includes credit and criminal checks.

Schedule: [[req_RogersFullPartTime]]
Shift: Day
Length of Contract: Not Applicable (Regular Position)
Work Location: 333 Bloor Street East (012), Toronto, ON
Travel Requirements: None
Posting Category/Function: Finance & Accounting & Accounting

Weekly Hours: 40 

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

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

Qualifications

Education and Experience

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

Knowledge, Skills and Abilities

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

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

Affiliation: CUPE 15 Parks 

Employment Type: Auxiliary/Casual 

Position Start Date: March 2024

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

Number of Vacancies: Multiple 

Application Close: March 3, 2024

Major Responsibilities: 

As a member of the Financial Planning team, within the Policy, Planning, Finance & Administration Division, which supports Infrastructure and Development Services (IDS) programs, the Budget Analyst is responsible to prepare, consolidate and analyze the assigned client division's operating and capital budget, review actual financial transactions as well as monitor and report variances.

Reporting to the Financial Planning Manager, of Policy, Planning, Finance & Administration Division, the Budget Analyst:

• Coordinates the preparation of the annual estimates and the review and input of budget information into divisional and corporate systems in accordance with budget guidelines.
• Establishes and maintains an effective program for financial control of various services, service elements and activities, including the management & maintenance of divisional account hierarchy.
• Provides sound advice, guidance and analytical service regarding the preparation of the budget, corporate variance reporting and related financial issues.
• Performs analysis of assigned program expenditures, revenues, and service factors on monthly basis and provide sound advice and guidance respecting budget variances and financial issues.
• Performs analysis / reconciliation of financial transactions and prepares adjusting journal entries to ensure consistency with approved budgets.
• Meets with managers to review significant variances, develop formal explanations and determine the impact on service levels for corporate variance reporting purposes.
• Assists divisions in making recommendations on opportunities for contracting service in or out, prepares cost/benefit analyses, as well as assists with the evaluation of alternative delivery options.
• Works with human resources staff and managers in monitoring and updating organization structure, position data and corresponding incumbents including providing complement management support in all phases of the staffing function for new hires, alternate rates, promotions, recalls, transfers and terminations.
• Assists in the development and implementation of business processes relating to maintenance of organization structure and position management including the support of related guidelines, policies and standards for complement management.
• Monitors performance of operating unit and participates in team projects, such as the development of new budget/ financial systems, policies and procedures to improve financial control and evaluation of operational performance.
• Provides assistance in the maintenance of divisional organizational structure and required changes to financial system chart of accounts.
• Prepares service adjustment scenarios, which may involve operational or labour relation issues; assists with the preparation, review and summation of business cases and/or briefing notes.
• Ensures divisional compliance with divisional/corporate financial planning policies and procedures.
• Coaches divisional staff on financial planning methodology and practices including conducting workshops and training sessions on budget preparation
• Develops and maintains budget databases and other related databases/spreadsheets.
• Develops and maintains salary cost planning systems for the division's Complement/HR
• Establishment as well as ensuring that the divisional gapping targets are met.
• Prepares statistical reports, spreadsheets, graphs, analysis and budget presentations as requested by management for the various standing committees to support the overall approval of the budget.
• Contributes to the development of enhanced or new financial planning systems, helps define divisional requirements and identify impacts on financial planning processes.
• Providing assistance to the Manager and Senior Budget Analyst in the performance of their work.

Key Qualifications:

1. Experience in the preparation, evaluation and administration of operating and/or capital budgets, including variance analysis and forecasting.
2. Experience in preparing comprehensive reports and analyzing large amount of data, interpreting and summarizing information for the purpose of supporting decision making regarding financial, budgetary, policy and/or services issues.
3. Considerable experience using Microsoft Office applications including Excel, Word and PowerPoint including experience using SAP and/or other equivalent database systems for financial reporting or accounting purposes.
4. Post-secondary education in a discipline pertinent to the job function, such as financial planning, accounting, business administration or combined equivalent of education and experience.
5. Professional accounting designation (E.g. CA, CGA, CMA, or CPA) is an asset.
6. Full understanding of International Financial Reporting Standards (IFRS) and International Public Sector Accounting Standards (IPSAS).
7. Knowledge of using CAPTOR and PBF systems is an asset
8. Knowledge of relevant government legislation and regulation in the area of governance, budgeting, financial reporting and service delivery. Municipal knowledge and experience is an asset.
9. Highly developed communication skills with the ability to write effective briefing notes, business cases, reports, and prepare and give presentations.
10. Excellent analytical, problem solving and conflict resolution skills and the ability to provide strategic recommendations.
11. Excellent interpersonal skills and the ability to establish effective working relationships with clients at all levels of the organization, fellow employees and external stakeholders
12. Ability to thrive in a fast-paced environment with frequently changing and competing priorities and deadlines, multiple tasks and high performance expectations.

What is the opportunity?

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

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

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

What will you do?

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

What must you have to succeed?

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

What’s in it for you?

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

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

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

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

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

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

Job Skills

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

Additional Job Details

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

VANCOUVER

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-03-31

What your role will be…
Financial Advisor

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing…
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• To uncover and solve for customers’ needs
• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise

Contributes to the overall success of the CMCC, Small Business, Specialty Business Banking, Private Banking in Canada ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives. Specialist ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will: 

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

• Advise customers on customized financial solutions, through analysis and discovery discussion with the customer, for the small business suite of GBP cash management services.

• Manage a high volume of partner referrals, from start-up’s and prospects to higher complexity or higher value specialty business banking and private banking customers, through a disciplined sales process. A full analysis is completed prior to every customer interaction. 

• Proactively contact customers based on data and analytics, leveraging a disciplined pre-call planning approach. 

• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

• Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 

• Champions a high performance environment and contributes to an inclusive work environment. 

Do you have the skills that enable you to succeed in this role? We'd love to work with you if you have:

• Completion of university degree in business, finance or economics, or equivalent work experience.

• Previous experience in sales role, relationship building and customer-service environment.

• Bilingualism in French and English is not required but will be considered an asset.

• The incumbent must possess strong interpersonal skills, communications, judgement, negotiation, coordination and analytical skills.

What's in it for you?

• Diverse and inclusive work environment 

• Opportunities for professional growth 

• A corporate culture built upon core values of respect, integrity, passion and accountability

• Employee Banking Benefits

• Access to thousands of online and in-person courses to develop your current skills and to learn more!

• Competitive total rewards package includes a base salary, a performance bonus, vacation days, personal & sick days, maternity leave top-ups and much more

This is a one-year contract position with an anticipated start date of April 15, 2024.

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the HANOVER AND SURROUNDING MARKETS (Please be advised, specific location is to be determined). 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® or CFP® or QAFP®)
• 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

Job Skills

Additional Job Details

287 10 ST:HANOVER

HANOVER

Canada

37.5

Full time

Personal and Commercial Banking

Regular

Commission

2024-02-29