All jobs in Financial Services

Overview

Division: Corporate Financial Services 

Department: Finance

Term: 1 Temporary Part Time position available for approximately 12 months

Closing Date: 05/22/2025 

Labour Group: CUPE 59 

Posting:  4295 

Weekly Hours: Part Time hours

Salary Range: $34.18 to $37.68 CAD per hour (2025 rates)

05/29/2025

Address:

254 Baker Drive

Retail Banking Sales & Service

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

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.

$42,300.00 - $78,400.00

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

Group Summary:

• Process wires and cheques including positive pay requirements
• Handle supplier inquiries including website set-up and transaction details
• Handle internal inquiries and transaction details on expenses, payments queries                    
• Investigate and resolve invoice discrepancies and payment issues
• Confirm and reconcile supplier balances on a periodic basis             
• Prepare periodic payment forecast for cash flow reporting
• Review and reconcile monthly GRNI/POAI aging report with GL balances
• Prepare journal entries including accruals for month-end reporting
• Prepare GL account reconciliations including ageing analysis and reports
• Responsible for documentation requirements for Commodity Tax/HST audits
• Assist with month-end, quarter-end and year-end financial closes and reports
• Participate in internal and external audits
• Comply with SOX requirements and write procedures and policies as necessary
• Perform other duties as assigned by Assistant Controller

Key Qualifications/Requirements

Education

• Bachelor’s Degree in Accounting

Experience

• 3-5 years relevant AR experience
• Advanced Excel skills (i.e., pivot tables, lookups, and workbooks)
• Strong interpersonal and communication skills
• ERP system (J.D. Edwards SAP)
• Automotive experience is a plus
• OneStream experience is a plus
• Possess superior organizational and documentation skills, attention to detail and strong teamwork
• Excellent written and verbal communication skills
• Ability to work with minimal supervision
• Ability to work cooperatively and collaboratively with all levels of employees, management, and external suppliers

Awareness, Unity, Empowerment:

Fixed Term (Fixed Term)

Magna Electronics

Division: Community Services 

Department: Recreation and Community Development

Term: 1  Temporary Part Time position available for approximately 9 months.

Closing Date: 05/21/2025 

Labour Group: CUPE 59 

Posting:  4275 

Weekly Hours: 40 

Salary Range: $20.94 to $23.09 CAD per hour (2025 rates)

Coordinate and supervise the production of various financial statements and to ensure accuracy of all financial transactions. Responsible for directing an accounting associate.  May participate in complex general accounting projects. 

Responsibility

• Provide monthly and yearly comparative financial information to management for planning and to foster continuous improvements.
• Develop and maintain cost and profit estimates for new and existing product lines and generating monthly cost reports and trends. 
• Maintain and make recommendations for an adequate information system to measure financial and operational results of the plant.
• Work closely with management in directing and controlling resources.
• Maintain and make recommendations regarding a system of internal control.
• To ensure that all positions reporting to the Accounting Supervisor are filled with the appropriate persons.
• To ensure that the company’s accounting computing needs including EDI are met on an ongoing basis.
• To ensure that statutory financial obligations including audit, tax and others are met.
• Government filings are completed on a timely and efficient manner.
• To be available for special corporate assignments as requested.

Academic/Educational Requirements

• A university degree in Business Administration, Accounting designation is required.

Required Skills/Experience

The Invoice Solution Analyst receives, prioritizes, investigates and processes customer invoice disputes within established company guidelines. They are to identify root causes and collaborate across functions to implement processes to ensure resolution.

How You'll Help:

• Corporate – serves all divisions across all departments – juggling stakeholders internal and external Establish and maintain accuracy KPIs
• Collaborate across departments; including Sales, Operations, Pricing and Rates, to identify problems. Work to remove barriers and find solutions to ensure the collection of outstanding invoices
• Participate in or host conference calls and/or meetings to correct and align internal stakeholders with external customers
• Receive and prioritize invoice disputes through Invoice Solutions Salesforce system as well as receiving disputes over the phone
• Investigate reoccurring invoice disputes, identify root causes, and collaborate across functions to implement processes to ensure resolution
• Work with the leadership team to identify and develop strategies for the resolution of invoice discrepancies to minimize DSO (days sales outstanding)
• Interpret customer contracts and rates
• Investigate, prepare, and request customer refunds
• Create and maintain standard operating procedure documents
• Take ownership for decision making and have the confidence to make tough decisions that affect Company revenue
• Monitor requests over 10 days on a daily basis; and escalate issues to Customer Resolution Manager when necessary
• Always display a positive attitude and lead in a manner which motivates the team
• Other related duties as may be required

Your Skills & Experience:

• Post-secondary education in business administration, accounting or related field
• A suitable combination of education and experience may be considered
• 2+ years experience in a finance role, preferably in the transportation industry
• 2+ years experience in a Billing/Rating role
• Strong MS Suite skills; Outlook, Excel & Word; must possess the aptitude for learning new programs; AS400, Oracle, Truckmate, Salesforce – an asset; ability to learn new programs/platforms
• Exceptional customer service focus
• Excellent communication skills, written and verbal
• Strong organizational and time management skills, including the ability to work under pressure in a fast paced setting
• Ability to multitask and prioritize in a deadline driven environment; appropriate sense of urgency
• Ability to work independently and to collaborate with others to meet customer expectations
• Ability to motivate a team
• Data entry
• Attention to detail

05/15/2025

Address:

3625 Shaganappi Trail NW

Retail Banking Sales & Service

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.

$44,500.00 - $82,500.00

The Broker Pay Administrator is responsible for various administrative duties including, but not limited to, Payroll, Agency Payroll, Broker Pay, Accssorial Approvals, Terminal Cash, Accounts Paayble, and Incomplete FB / Pro reports.

How You'll Help:

• Ensuring all SOP’s and policies/procedures are followed on a daily basis
• Actively working and maintaining detailed progress on various reports, both internal and customer reports, updating POD status and securing documents as required
• Uploading various documents for imaging, progress tracking, etc.
• Entry of hours worked for hourly and/or agency employees
• Updating various records and progress trackers shared across the team
• Maintaining individual and shared email inboxes adhering to regulations set within the team
• Communicating with many different internal teams and external customers for various reasons, including delivery ETA’s, probill status updates, customer billing/payment, pay disputes, etc.
• Learning and assisting with coverage on various team functions as listed above
• Other admin duties as required

Your Skills & Experience: 

• Highschool diploma or equivalent
• Minimum of one year experience in the transportation industry; preferably related to payables or payroll.
• A suitable combination of education and/or experience may be considered.
• Preference given to those with experience in AS400, TruckMate and Bringg.
• Excellent computer skills including MS Office and the aptitude to learn new software.
• Excellent communication (verbal and written) skills. · Strong interpersonal and customer service skills.
• Strong analytical and problem-solving skills, particularly with numbers · Detail orientated with the ability to work accurately in a high volume, fast paced environment.

Overview