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Overview of salaries statistics of the profession "Financial Associate Manager in Canada"

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Account Finance Manager

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Automotive Finance Manager

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Business Finance Manager

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Commercial Finance Manager

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Division Finance Manager

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ECommerce Finance Manager

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Finance Analyst Manager

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Finance Manager Dealership

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Finance Planning Manager

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Finance Relationship Manager

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Financial Aid Manager

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Financial Analyst Manager

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Financial Manager

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Financial Operations Manager

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Financial Planning Analysis Manager

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Financial Planning Manager

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Financial Reporting Manager

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Financial Services Manager

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Global Account Finance Manager

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Healthcare Finance Manager

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Hospital Finance Manager

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Operations Finance Manager

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Plant Finance Manager

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Quantitative Finance Manager

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Regional Finance Manager

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Sales Finance Manager

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School Finance Manager

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Strategic Finance Manager

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Associate Financial Planner
Coast Capital Savings, Victoria, BC
Location: Shelbourne Branch Job Type: Full Time myWork Options: In-person Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support. In partnership with the Financial Planner this position will work to expand relationships, and over time source and obtain business, while supporting the fulfillment of the partnering Financial Planners day to day activities. This role focuses on maximizing business opportunities by delivering a positive and unexpected member experience through strong relationships. The Associate Financial Planner may also work outside regular business hours to network in the community to build business opportunities. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required. This role will provide hands-on training and opportunity to build your depth in financial planning while working in a professional, dynamic work environment managing lower tier members off the FP book. PFP and CFP are a requirement. What you'll get to do Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.. Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP. In partnership with FP, effectively execute marketing and business development activities Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc. Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP Service the financial needs of members during times when the FP is not available including executing trades as outlined by FP and/or existing planning documentation In collaboration with the FP and Branch leadership may work on special projects, as required inlcuding providing support and sponsor local and organizational initiatives, assisting with technology service / maintenance of systems. Understand and support Coast's vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives. Is knowledgeable on and in partnership with the FP ensures adherence to all operational, risk and compliance processes as required. Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes. As directed by the FP, process transactions to direct assets into suitable financial products based on the client's risk/reward tolerances and demographic profile and documented planning/next steps Proactively identify business opportunities for member appointments and in partnership with FP refer to internal partners based on member need Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times. Resolve customer issues, concerns and/or problems promptly as required. Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Proactively build pipeline opportunities for FP to optimize during member meetings. Responsible for effectively administering and supporting a portfolio generating $500k or more in revenue and holding $60 million or more in investment assets. Accountable for mutual fund sales for smaller balance accounts as required. Demonstrate capability to effectively complete a Personal Guide and Investment Guide. Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable. Taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail). Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members. Builds relationship to ensure contribution to the team as well as able to work independently if required. 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While not the lead advisor should demonstrate good judgment when assisting members in the absence of the Financial Planner. Business Acumen: understands how business works, including current and future strategies, practices, trends, economics, and technology; understands the competitive environment and how strategies and tactics work in the marketplace Collaboration: demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others Communication: demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills. 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At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
General manager - financial, communications and other business service
Haryanvi Brothers Ltd, Lloydminster, AB, CA
Title:General manager - financial, communications and other business servicesJob TypesRegular jobTerms of Employment:Full Time, PermanentSalary:$60.10/ Hour, for 40.00 Hours per weekAnticipated Start Date (at the latest in 3 months):As soon as possible(1 Vacancy)Location:5635, 44th StreetLloydminster, ABT9V 0B2OverviewSupervisionMore than 20 peopleEducationCollege/CEGEPLanguagesEnglishExperience2 years to less than 3 yearsResponsibilitiesTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planningEstablish objectives for the organization and formulate or approve policies and programsRepresent the organization, or delegate representatives to act on behalf of the organization, in negotiations or other official functionsSelect middle managers, directors or other executive staff; delegate the necessary authority to them and create optimum working conditionsPersonal suitabilityAccurateExcellent oral communicationExcellent written communicationOrganizedAdditional informationWork conditions and physical capabilitiesFast-paced environmentWork under pressureEmployerHaryanvi Brothers Ltd (HBL)How to applyBy emailBy mail5635, 44th StreetLloydminster, ABT9V 0B2
Financial Analyst - ERP / Process Implementation
Magna International, Vaughan, ON
Job Number: 62430 Group: Magna Exteriors Division: Mytox Mfg. Job Type: Permanent/Regular Location: VAUGHAN Work Style: About us We see a future where everyone can live and move without limitations. That’s why we are developing technologies, systems and concepts that make vehicles safer and cleaner, while serving our communities, the planet and, above all, people. Forward. For all. Group Summary The Magna Exteriors portfolio of products includes access systems such as liftgates, exterior trim, modular systems, front-end modules including fascia, active aerodynamic systems and other lightweight structural components for automotive, commercial truck and other industrial markets. Recognized globally as an innovator in all aspects of vehicle exteriors, Magna provides everything needed, from materials development and design through manufacturing and assembly, to help automakers create sleek, state-of-the-art vehicles across the world. About the Role Provides financial planning and analyses. Improves accounting processes. Monitors actual results of financial data against plans, forecasts and budgets. Determines trends and explains financial results. Prepares detailed reports and presentations for review by all levels of management. Consolidates operating and financial projections for the development of short-term and long-term business plans. (Experience: Greater than 5 years) Your Responsibilities Assist in the analysis and reviews of data related to the ERP system implementation (e.g., account balances, details of transactions for actual, budget or forecast data). Import/export data between different systems to ensure data migration for the implementation of the ERP in the finance and procurement related modules. Work on data cleansing for the purposes of the import/export of data related to the implementation of ERP. Work with the Integration & IT team to ensure business requirements are implemented and ERP solution finance and procurement modules are configured appropriately. Assist in researching legislative requirement, internal policy, and audit requirements in the process of creating, editing and maintaining finance and procurement related functions within the ERP solution. Who we are looking for Bachelor’s degree in Business or a related field. CPA accounting designation or equivalent (or in progress). Ability to interpret and apply financial policies, processes, and related acts/regulations. Experience in the use and implementation of Hyperion, T4M and SAP is preferred. Ability to leverage technology to prepare sophisticated documents, financial reports, spreadsheets, and presentations using a variety of software tools including Oracle Financials and MS Office software (Word, Excel, PowerPoint). Knowledge of data organization and record keeping of the financial records and in relations to an audit. Your preferred qualifications Knowledge of CMI/Trans4M would be an asset Good knowledge of staff administration principles and all office functions Automotive manufacturing experience Accommodations for disabilities in relation to the job selection process are available upon request. What we offer At Magna, you can expect an engaging and dynamic environment where you can help to develop industry-leading automotive technologies. We invest in our employees, providing them with the support and resources they need to succeed. As a member of our global team, you can expect exciting, varied responsibilities as well as a wide range of development prospects. Because we believe that your career path should be as unique as you are. Site Benefits An extensive training program and exciting internal development opportunities Health programs, sports and team events In-house profit sharing Awareness. Unity. Empowerment. At Magna, we believe that a diverse workforce is critical to our success. That’s why we are proud to be an equal opportunity employer. We hire on the basis of experience and qualifications, and in consideration of job requirements, regardless of, in particular, color, ancestry, religion, gender, origin, sexual orientation, age, citizenship, marital status, disability or gender identity. Magna takes the privacy of your personal information seriously. We discourage you from sending applications via email to comply with GDPR requirements and your local Data Privacy Law.
General manager - financial, communications and other business service
DARS Brothers Ltd, Fort McMurray, AB, CA
Title:General manager - financial, communications and other business servicesJob TypesRegular jobTerms of Employment:Full Time, PermanentSalary:$60.10/ Hour, for 40.00 Hours per weekAnticipated Start Date (at the latest in 3 months):As soon as possibleLocation:265 Eagle Ridge Blvd, Unit 5Fort McMurray, ABT9K 2Z7(1 Vacancy)OverviewLanguagesEnglishEducationCollege/CEGEPExperience2 years to less than 3 yearsResponsibilitiesTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planningEstablish objectives for the organization and formulate or approve policies and programsRepresent the organization, or delegate representatives to act on behalf of the organization, in negotiations or other official functionsSelect middle managers, directors or other executive staff; delegate the necessary authority to them and create optimum working conditionsSupervisionMore than 20 peopleAdditional informationWork conditions and physical capabilitiesFast-paced environmentWork under pressurePersonal suitabilityAccurateExcellent oral communicationExcellent written communicationOrganizedEmployerDARS Brothers LtdHow to applyBy emailBy mail265 Eagle Ridge Blvd, Unit 5Fort- McMurray, ABT9K 2Z7
Manager, Learner Initiatives
CPA Western School Of Business, Edmonton, Alberta
PURPOSE:Focusing on the CPA Indigenous education offerings, the Manager, Learner Initiatives plays a pivotal role in planning, developing, coordinating, and delivering education initiatives tailored to the needs and aspirations of Indigenous learners. This position collaborates with various departments, external partners, and subject matter experts to ensure the program's success while maintaining cultural sensitivity and respect for Indigenous traditions. This role may develop to programs beyond Indigenous offerings in the future.RESPONSIBILITIES and ACTIVITIES:Responsibility 1: Program Coordination, Communication, Liaison, and Support- Work closely with cross-functional teams to develop scope, deliverables, required resources, workplans, budgets and timing of new or revised initiatives.- Implement and maintain program initiatives that adhere to the CPAWSB program / project objectives.- Ensure program milestones are recorded, communicated, monitored, and achieved.- Ensure program activities respect any related policies, processes, and procedures of CPAWSB and related partners.- Support the maintenance of program budgets, monitor expenditures, and support financial sustainability.- Collect and analyze data to assess the program's impact and make data-driven improvements.- Act as the program liaison, ensure on-going contact and communication amongst all parties and partners.- Communicate program information, changes, requirements, etc. to the appropriate parties in a timely manner and ensure follow-up on action items.- Respond to program enquiries, seeking out assistance as required.- Attend planning, steering, and other related meetings and report on meeting activities and outcomes to the related parties and partners.- Assist with and / or prepare required reports.- Ensure program information available to the public is accurate and up to date, including online material, program documents, and related websites.- Prepare and conduct program-related presentations, as required.- Supervise contracted program advisors and / or related functions / roles are required and actively liaise with academic advisers.- Liaise with and educational contractors (support facilitators, session leaders, and instructors) to ensure open communication and program success.- Carry out and / or support program assessments / evaluations and improvements.- Assist in identifying barriers and / or risks associated with program activities and suggest and support appropriate corrective action.- Provide on-going support to the program teams and departments as required and through regular check-ins.- Other program-related duties as required.Responsibility 2: Learner Engagement and Support- Engage with learners throughout their education journey and work closely with the CPAWSB Learner Support team to create a positive learning experience.- Establish and maintain effective communication channels to keep all participants informed about program progress and achievements.- Gather learner feedback to ensure program success and continuous improvement.- Prepare and support partners and CPAWSB employees to successfully host barriered and diverse learners and support them in creating a welcoming and inclusive learning environment.- In consultation with various partners, assist with program recruitment, registration, and retention initiatives, as required.Responsibility 3: Relationship Building- Develop and maintain strong relationships with external partners, internal department leads, and subject matter experts to enhance program development and delivery.- Collaborate with key interested parties, including Indigenous subject matter experts, community leaders, educators, and staff, to gather input and insights for program development and delivery.- Engage and work with community and cultural-based organizations, as required.- Engage with partners in various sectors to identify opportunities for CPAWSB program development and/or enhancement.Responsibility 4: Program Logistics- Coordinate program logistics, including scheduling, resource allocation, and participant engagement.- Support and / or coordinate venue/facility selection and related requirements, and learner travel.- Participate in event planning and preparation.- Be available for and responsive to emerging needs that arise during scheduled learning sessions or events.- Communicate relevant facility and operations information to the impacted parties to ensure they are informed of details that affect them. SKILLS and ABILITIES:- Excellent communication, interpersonal, and presentation skills with the ability to build relationships with diverse parties.- Proven ability to work collaboratively in a cross-functional team environment.- Self-motivated, with the ability to work independently.- Exceptional skills in time management, facilitation, and organization.- Strong analytical and problem-solving skills, with the ability to actively respond to emerging needs.- Ability to function effectively in ambiguity and seek out guidance and direction as needed.- Ability to identify priorities, maintain high levels of organization and manage time effectively.- Ability to respond to complex questions and inquiries.- Ability to work within a flexible work schedule, including some weekends, evening, etc. depending upon the schedule of learning events / sessions.- Ability to travel, as required.- Ability to read, write and speak English fluently.
General manager - financial, communications and other business service
Dap Group Ltd, Camrose, AB, CA
Title:General manager - financial, communications and other business servicesJob TypesRegular jobTerms of Employment:Full Time, PermanentSalary:$60.10 Hourly, for 40.00 Hours per weekAnticipated Start Date (at the latest in 3 months):As soon as possibleLocation:Marler Mini Mart, 102 Mount Pleasant DriveCamrose, ABT4V 2M7(1 vacancy)OverviewLanguagesEnglishEducationCollege/CEGEPExperience2 years to less than 3 yearsResponsibilitiesTasksAllocate material, human and financial resources to implement organizational policies and programs, Authorize and organize the establishment of major departments and associated senior staff positions, Establish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planning, Establish objectives for the organization and formulate or approve policies and programs, Represent the organization, or delegate representatives to act on behalf of the organization, in negotiations or other official functions, Select middle managers, directors or other executive staff; delegate the necessary authority to them and create optimum working conditionsSupervisionMore than 20 peopleAdditional informationWork conditions and physical capabilitiesFast-paced environmentWork under pressurePersonal suitabilityAccurate, Excellent oral communication, Excellent written communication, OrganizedEmployer:Dap Group Ltd.How to applyBy emailBy mailMarler Mini Mart, 102 Mount Pleasant DriveCamrose, ABT4V 2M7
Associate Wealth Advisor & Financial Planner
RBC, Vancouver, BC
Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and fast growing private client wealth management business. As an Associate Wealth Advisor & Financial Planner your role is to deliver customized financial planning 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 3-5 years of experience dealing with HNW Clients as a Financial Planner and this is an on-site and in-the-office role.What will you do?Provide bespoke financial planning advice and wealth management strategiesUse proprietary software to prepare financial plansWork with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategiesDevelop the service plan for ongoing financial planning and wealth management advicePromote and support a work environment that inspires innovation, creativity and collaborationWhat must you have to succeed?First class client service skillsAt least 3-5 years of relevant investment industry & financial planning experience with HNW ClientsExceptional verbal and written English skills especially over the telephoneRecognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)Commitment to obtain CFP or PFP designation (if not already held)Bachelors Degree from a recognized universityIIROC licensed as a Registered Representative (RR) (or willingness to obtain)Attention to detail and strong organizational skillsAdvanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)Resident of the BC Lower Mainland and legally able to work in CanadaWhats 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 benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe 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 RBCs 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.RBCs 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 RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-16Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Senior Associate/Manager, Forensic Advisory - Calgary
Deloitte,
Job Type:Permanent Reference code:125595 Primary Location:Calgary, AB All Available Locations:Calgary, AB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching Have many careers in one Firm. Partner with clients to solve their most complex problems Our Forensics team is growing. We are looking for a Senior Associate or Manager with relevant experience, to join our team.You will be part of a team carrying out forensic accounting mandates, working closely with clients and counsel on engagements involving investigations, economic loss quantifications and other aspects of complex financial crime investigations and commercial disputes.What will your typical day look like?You will be responsible for conducting detailed financial investigations and analyses, identifying irregularities or discrepancies, and providing expert opinions and recommendations based on your findings. You will also play a crucial role in gathering and analyzing financial data, interviewing relevant parties, and preparing reports and presentations to communicate your findings effectively. Additionally, you may be called upon to assist in commercial disputes, where you would analyze financial data to assess the financial impact of certain events or actions. This could involve calculating damages resulting from breach of contract, assessing the value of a business or its assets, or evaluating the financial consequences of a specific event. In addition our Forensic professionals assist clients in proactively mitigating risks by identifying areas for improvement in their financial crime programs and assisting with implementation of various components. By leveraging your expertise, you will contribute to the resolution of complex financial crime investigations and commercial disputes, ultimately helping clients and legal counsel make informed decisions based on sound financial analysis.About the teamDeloitte's team of forensic professionals helps clients react quickly and confidently in a crisis, investigation, or dispute. We advise clients and their counsel on complex and unexpected business disputes, class actions and associated litigation as well as computer forensic and e-discovery matters. Our main areas of focus are: Forensic investigations (fraud, misappropriation of assets) Anti-money laundering Bribery and corruption Computer forensics and e-discovery Corporate commercial disputes Business interruption Class actions Intellectual property infringement Expropriation Remediation Enough about us, let's talk about youYou are someone with: Undergraduate degree in accounting, business administration, economics or a related field CPA designation in progress or complete Interest in additional specialization recommended (e.g., CFF, CFE) or already complete 2-5 years of experience in forensic accounting Be familiar with IT, including Excel (advanced level), Word, PowerPoint, and other relevant software Strong analytical, research, business thinking and insights Self-discipline, organization, able to set priorities and manage competing demands Excellent computer and analytical skills Superb communication skills: written and oral Adaptable to changing needs Potential eligibility to receive Government of Canada Security Clearance - Secret Ability and comfort with travel, within province, nationally and internationally, as client mandates require Overall, your role as part of the forensic accounting team will require a keen eye for detail, strong analytical skills, and the ability to communicate complex financial concepts in a clear and concise manner.Total RewardsThe salary range for the Senior Associate position is $58,000 - $106,000 and $83,000 - $144,000 for the Manager position, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Intellectual Property, Forensic Accounting, Law, Computer Forensics, Assistant Manager, Legal, Finance, Security, Management
Associate Manager, Audit Services
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe Associate Manager is accountable for delivering high-quality audit work of all types (key risk audits, defined procedures, project risk reviews, financial control testing and other special projects), delivery high quality, professional, cost-effective and valuable results. The mandate of Audit Services is to provide independent and objective assurance and consulting activities to add value and improve the operations of the Company. Audit Services assists the Company in achieving its Strategic Objectives through a well-adapted approach to evaluate the efficiency of the Company’s governance, risk management and internal control processes.Responsibilities:Execute audit and advisory assignments and special projects in accordance with department and IIA standards.Develop adequate understanding of the risks being handled by the unit being audited to evaluate the controls in place to mitigate these risks.Assist in audit planning, executing engagements to deliver on the audit plan and assist audit leads in reporting.Prepare meaningful, concise, and well-articulated audit working papers, findings and recommendations.Manage and communicate expectations regarding work deadlines and deliverables.Follow up on open issues with management, maintain open communication and leading the remediation testing of issues.Apply analytical skills and be open minded to explore different ways to audit, embrace and utilize data analytics to enhance audit coverage.Lead various SOX processes, assist in SOX/MAR Planning, and provide oversight during walkthrough and testing phases.Develop and maintain strong relationship with management.Qualifications:3 to 5 years of internal audit, risk management, operations or equivalent business or advisory/consulting experience.University degree is required. A recognized accounting (CPA, CA) or auditing (CIA, CISA) designation is preferable, but not essential for candidates with good insurance industry experience.Life insurance experience, understanding of life and health insurance operations and products is preferred.Knowledge of audit methodologies, control frameworks and risk management practices, and SOX requirementsKnowledge of the data analysis tools is preferred.Strong written and oral communication skills, ability to effectively communicate ideas and recommendations, and to listen and consider ideas of others.Ability to work efficiently in diverse environments and cultures.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to you:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-hybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Associate Wealth Advisor and Financial Planner
RBC, Vancouver, BC
Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an integral member of a successful and growing private-client discretionary wealth management team, your role as a Associate Wealth Advisor and Financial Planner is to deliver high value customized advice and wealth management strategies to High Net-Worth (HNW) clients. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.Harp Dhillon GroupBusiness Delivery & Operational ManagementWork with our team and other experts in our Financial Planning and Estate Planning group to prepare comprehensive plans to meet clients specific needs in the areas of financial, investment, retirement and risk management.Work with clients and provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.Deliver presentations to clients, COIs, prospects, and educate business owners about wealth management options/strategies, or recent developments (budget changes, taxes, etc.)Promote and support a work environment that inspires innovation, creativity, collaboration and diversityMaximize outcomes by actively contributing to the clients peace of mind and the teams business development pursuitsDevelop strong internal and external networks and referral sources.Client & Relationship ManagementDevelop strong internal and external networks and referral sources (ie, Bank professionals, Accountants, Lawyers, etc.)Ability to foster and strengthen existing high/ultra-high net worth client relationships is criticalHelp clients and their professional accountants for year-end tax filing prep.Ensuring that each and every client is benefiting from tax minimizing options available to them (Inc. RRSPs, TFSA, IPPs, RCAs Spousal loans, Trusts and insurance strategiesMaintaining up to date records of clients net-worth and cash flow statementsReviewing Tax returns (T1, T3 etc.) to look for tax planning opportunities and working with their professional accountants and lawyers for implementation of the suitable optionsWorking with clients to achieve their charitable and legacy planning goalsAbility to make a difference and lasting impactMust-haveCPA designationA minimum of 5+ years of relevant industry experienceExperience interacting with High-Net-Worth clients.Nice-to-haveIn-depth tax courseA background in one of the following areas would be considered an asset:Tax manager with a reputable accounting firmSimilar role with another investment dealerFinancial PlannerCFP DesignationOther Finance DesignationsLife Insurance DesignationsWhats 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 benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe 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 RBCs 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.RBCs 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 RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:745 THURLOW ST:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-27Application Deadline:2024-05-25Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Associate Manager, Audit and Advisory Services
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe primary focus of this position is to work on internal audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The General Account Group manages investment portfolios related to the insurance business, and the Wealth and Asset Management segment manages third party assets (i.e. mutual funds, institutional client funds, separately managed accounts). Audits of these businesses cover a wide range of asset classes in both the public and private markets, including equity, fixed income, derivatives, commercial mortgages, timber and agriculture. The audits include portfolio management & trading (front office), investment operations, compliance and risk management.The Associate Manager is accountable for completing assigned audit work of all types and the delivery of high quality, professional, cost-effective, value-added and risk-based audit services. The Associate Manager works under the direction of the Audit Managers and the Director. The Associate Manager will be assigned responsibility to complete specific components of the audit project. Responsibilities:Complete audit and advisory assignments in accordance with department methodology and Institute of Internal Audit (IIA) standards.Manages assignments within time budgets and target dates, reporting any timing problems or budget over-runs to the Audit Manager.Communicates/conducts interviews with management regarding the risks being managed by business unit; and assists in developing control objectives, “what could go wrong” statements and audit programs to evaluate these risks.Documents controls to mitigate risks, writes and executes audit procedures to test the design and operating effectiveness of these controls.Assists in presenting audit findings and recommendations to business unit management; resolve issues and reach agreement on appropriate solutions to mitigate the risk/impact.Assists in preparing audit reports, including executive summary and rating of adequacy of control environments, making practical and value-added recommendations to improve controls and the efficiency & effectiveness of operations; audits reports are to be clear, concise and well-organized, and issued within departmental service standards.Follows up on open audit issues until resolved, as assigned.Provides on the job training and feedback to staff auditors assisting on assignments and contributing to their development.Assist business unit management by providing risk management consulting support, education and training.Complete assigned work required to support External Auditors.What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking for:Experience and good knowledge of investments and asset management business risks and processes is required.Knowledge of investment areas such as credit risk, hedge accounting, complex derivative instruments, private equity investments and/or investment valuations would be desirable.University degree is required.A recognized public accounting (CPA), internal auditing (CIA, CFSA), or investment management (CFA) designation is desirable.3 plus years of financial services experience within internal/external audit, risk, compliance or equivalent financial services business experience.Demonstrated understanding of business processes and their risk implications, analyze situations, reach appropriate conclusions, and make value-added and practical recommendations.Demonstrated knowledge of audit methodologies, project management and system development methodologies, control frameworks and risk management practices, and regulatory requirements.Ability to effectively communicate ideas and recommendations orally and in writing, and to listen and consider ideas of others.Customer focus and commitment to quality.Results oriented; ability to balance multiple priorities and projects.Ability to deal effectively with staff and audit management.Good data analytical skills and understanding of Power BI is an asset.Leadership skills in achieving departmental, project and individual objectives.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to you:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-hybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
General manager - financial, communications and other business service
Haryanvi Brothers Ltd (HBL), Lloydminster, AB, CA
Title:General manager - financial, communications and other business servicesJob TypesRegular jobTerms of Employment:Full Time, PermanentSalary:$60.10/ Hour, for 40 Hours per weekAnticipated Start Date (at the latest in 3 months):As soon as possibleLocation:5635, 44th StreetLloydminster, ABT9V 0B2(1 Vacancy)OverviewLanguagesEnglishEducationCollege/CEGEPExperience2 years to less than 3 yearsResponsibilitiesTasksEstablish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planningAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsSelect middle managers, directors or other executive staff; delegate the necessary authority to them and create optimum working conditionsRepresent the organization, or delegate representatives to act on behalf of the organization, in negotiations or other official functionsSupervisionMore than 20 peopleAdditional informationWork conditions and physical capabilitiesWork under pressureFast-paced environmentPersonal suitabilityAccurateExcellent oral communicationExcellent written communicationOrganizedEmployer: Haryanvi Brothers Ltd (HBL)How to applyBy emailBy mail5635, 44th StreetLloydminster, ABT9V 0B2
General manager - financial, communications and other business service
Haryanvi Brothers Ltd (HBL), Fort McMurray, AB, CA
Title:General manager - financial, communications and other business servicesJob TypesRegular jobTerms of Employment:Full Time, PermanentSalary:$60.10/ Hour, for 40 Hours per weekLocation:265 Eagle Ridge Blvd, Unit 5Fort McMurray, ABT9K 2Z7Anticipated Start Date (at the latest in 3 months):As soon as possible(1 Vacancy)OverviewLanguagesEnglishEducationCollege/CEGEPExperience2 years to less than 3 yearsResponsibilitiesTasksAuthorize and organize the establishment of major departments and associated senior staff positionsAllocate material, human and financial resources to implement organizational policies and programsEstablish objectives for the organization and formulate or approve policies and programsEstablish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planningRepresent the organization, or delegate representatives to act on behalf of the organization, in negotiations or other official functionsSelect middle managers, directors or other executive staff; delegate the necessary authority to them and create optimum working conditionsSupervisionMore than 20 peopleAdditional informationWork conditions and physical capabilitiesFast-paced environmentWork under pressurePersonal suitabilityExcellent oral communicationAccurateOrganizedExcellent written communicationEmployer: DARS Brothers LtdHow to applyBy emailBy mail265 Eagle Ridge Blvd, Unit 5Fort McMurray, ABT9K 2Z7
Manager, Valuations and Financial Modelling
KPMG, Montreal, QC
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG is experiencing significant growth in demand to support our clients in all areas of our function. We are currently searching for a Manager, Financial Modelling & Business Valuation. The Manager will support both KPMG's growing financial modelling practice and business valuation group. What you will doThe successful candidate will be responsible for: Working in teams to develop and review complex financial models for the purpose of strategic business planning, mergers & acquisitions, investment decisions, capital allocation decisions, debt analysis, and tax planning. Identify issues and propose strategies to client's management related to business planning and forecasting Working in teams to conduct market and industry research, detailed financial analysis on historical results as well as on financial projections of targeted companies. Participating in discussions and team meetings with targeted organizations' management team. Researching and analyzing organizations comparable to the targeted company and to its industry in order to determine risks associated to monetary flow of the targeted company. Conducting research and benchmarking analysis as well as compiling data on similar companies. Participating in the writing of detailed reports. Developing relationships with current and prospective clients. At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need extra time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role Bachelor's degree in commerce with a major either in finance or accounting 3 to 5 years of related work experience A Master in finance (M.Sc.) or an MBA is considered an asset A CFA title (completed or in progress) and/or a CBV title (completed or in progress) will be considered major assets Strong modelling skills with an excellent knowledge of Excel are required Prior working experience in a financial modelling role is an asset (investment banking, corporate development, equity research, corporate FP&A, consulting) Strong knowledge of Microsoft Office (Excel, PowerPoint and Word) Experience in one or more of the following is an asset: Tableau, PowerBi, MS Access, SQL, VBA, Python Excellent written and verbal communication skills in French Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Financial Services Manager - OpenRoad Volkswagen Burnaby
OpenRoad Auto Group, Burnaby, BC
UNLIMITED POSSIBILITIES AHEADPosition: Financial Services ManagerStatus: Full-Time Pay Range: $80,000 - $150,000 per annum. *this is a commissioned position - wages commensurate experience & productivity. Dealership: OpenRoad Volkswagen BurnabyDepartment: Sales - Business OfficeWe believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest growing automotive retail groups in the country (representing 21 automotive brands across 34 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their roles.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS including; Acura Audi, BMW, Genesis, Honda, Hyundai, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives including but not limited to: Discounted Vehicle Purchasing Program, Boot Allowance, Tool Subsidy, Computer Rebate Program, Employee Referral Program, Employer RRSP Matching Internal and external, training & development opportunities for skill development and growth Be part of a collaborative, friendly, and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment Comprehensive extended health and dental plan tailored around Associate wellness Recognition and Engagement Events! ROLE & RESPONSIBILITIES: To champion OpenRoad's Climate Goals. Establish long- and short-term goals for the Finance & Insurance department, including objectives for turnover, profit, percentage, and finance source. Establish methods and procedures to accomplish above planned objectives. Analyze performance of the Finance & Insurance department to determine level of fulfillment of planned goals. Determine needed programs and/or actions to increase performance on a continuing basis. Identify targets for finance product sales and ensure that such targets are met. Proactively identify client needs and offer appropriate advice in accordance with business objectives. Contribute to planning and development of budgets, implementation of action plans, and monitor variances against budget. Communicate department objectives and methods and procedures to all department staff. Must follow Company safety policies and practices, and immediately, report any and all accidents to General Manager. This position will be expected to perform other duties as assigned by management. OpenRoad reserves the right to modify this job description as business needs require. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Well organized and possess strong time management skills. Ability to work cooperatively with all levels of the organization. Excellent communication and interpersonal skills, and to be able to build relationships. Highly self-motivated and have the ability to learn quickly and be open to challenges. Strong financial skills and business networks. Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions. Ability to make sound decisions in a manner consistent with the essential job functions. A valid British Columbia Driver's License with a good driving record. Internal Candidates MUST apply by filling out theInternal Endorsement Formon the Intranet. Failure to complete the form will cause a delay in your application.https://orag.bamboohr.com/careers/3922 We are an equal-opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.JOIN US AND GROW WITH US!We thank all those that have applied. Only those considered for the position will be contacted.
Associate Manager | Anjou
Hudson's Bay Company, Montreal, QC
Associate Manager The role of an Associate Manager has an integral part of the overall customer service experience strategy by supporting the day to day selling and service operations. The Associate Manager leads the store performance through direct development of associates by consistently coaching and mentoring for optimal sales results. You Will: Work in collaboration with the General Manager and cross-functional leadership teams to identify gaps and recommend solutions to improve overall store performance. Take an active role in the training and ongoing education of the selling team, Promote an elevated customer experience by providing feedback, coaching and training through consistent coaching to sales associates. Maintain sales expectations by reviewing and evaluating sales, conducting individual coaching sessions, analyzing reports and reacting to trends. Provide product knowledge training, event information, policy and procedure updates, as well as ensure that merchandise opportunities are appropriately communicated to the merchant teams in order to support the selling effort Develop and execute activities that help promote a sales and service culture which includes but not limited to hiring best in class associates Continually maintain working knowledge of all company products, services, and promotions. Assume responsibility for escalated customer’s inquiries and as needed provide on the spot coaching for successful resolution. Create and maintain an environment that inspires and encourages growth and development. Interview prospective new hires and evaluate candidates on predicted job fit and soft skills requirements. Work in collaboration to support the overall look and feel of the store and operational best practices when required You Are: A customer champion. Consistently delivers a high standard of customer service and can be relied upon to put the customer first. Constantly seeks new opportunities to build and improve relationships and understand customer needs. Proactively solicits feedback from customers to determine solutions. Inspires others to serve customers in creative ways. Builds exceptional customer relationships. Inspirational leader through both action and collaboration. Acts as a coach and role model without guidance or prompt. Can be relied upon to see the potential of those around the A transformative thinker. Constantly looks at the big picture with a long-term view. Relied upon for forward thinking and their long-term vision. Demonstrates an exceptional ability to anticipate trends and competitive shifts. Easily translates complex strategies into actionable plans. Fosters a performance culture with those they collaborate with to deliver positive outcomes across the organization. You Have: Bachelor’s degree in a related field or equivalent experience. Minimum of 3 years of leadership experience in managing selling teams within a multi-channel customer contact center, preferably within a luxury retail brand. Demonstrated experience in motivating and developing a high performing team. Excellent verbal and written communication skills; effective presentation skills. Strong prioritization and time management skills with ability to delegate effectively. Ability to be flexible and adapt to a constantly changing environment. Proven ability to work and communicate with all levels of the organization including cross-functional teams. A self motivated individual with ability to adapt to change and take ownership and initiative. Ability to travel within the city limits to other stores Proficient in Microsoft Office Experience working in men's wear, an asset Your Career: Be part of a world-class team; work with an adventurous spirit; think and act like an owner- operator! Exposure to rewarding career advancement opportunities, from retail to supply chain, to digital or corporate. A culture that promotes a healthy, fulfilling work/life balance Benefits package for all eligible full-time employees (including medical, vision and dental). An attractive employee discount Thank you for your interest with HBC. We look forward to reviewing your application. HBC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HBC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. HBC welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used.
Financial Associate - 1-year Temp
Coast Capital Savings, Surrey, BC
Location: Coquitlam Branch, Cloverdale Branch Job Type: Full Time myWork Options: In-person Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative support through the fulfillment of the Financial Planners day to day activities. (Calendar management, outbound calls connecting with all members for a consistent touch point) This role focuses on delivering a positive member experience through strong relationships and good service. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required. What you'll get to do: Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members. Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail) Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc. Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc. Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP. Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP In collaboration with the FP and Branch leadership will support a variety of processes and initiatives. May work on special projects, as required including assisting with technology service / maintenance of systems, will order supplies and business cards. As directed by the FP, process transactions to direct assets into suitable financial products based on the client's risk/reward tolerances and demographic profile and documented planning/next steps Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes. Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Support and sponsor local and organizational initiatives. Within area of accountability, in the Financial Planner's absence ensures continuity of member experience. Proactively build pipeline opportunities for FP to optimize during member meetings. Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable. Builds relationships to ensure contribution to the team as well as able to work independently if required. Understand and support Coast's vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives. Who are we looking for? 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements. IFIC/CSC - MFDA/IIROC license is Requird. Should have working knowledge of various quotation equipment and industry specific computer software Basic investment knowledge and a commitment to continuous learning Decision-maker and ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization. Organized and able to work independently when given overall goals and expectations Demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others Demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills. Makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others Dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Financial Services Manager - OpenRoad Subaru Boundary
OpenRoad Auto Group, Burnaby, BC
UNLIMITED POSSIBILITIES AHEAD.Position:Financial Services ManagerStatus:Full-TimeDealership: OpenRoad Subaru BoundaryDepartment:Sales - Business OfficeWe are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country (representing 21 automotive brands across 34 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their roles.A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS including Acura Audi, BMW, Genesis, Honda, Hyundai, Infiniti, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives including but not limited to Discounted Vehicle Purchasing Program, Computer Rebate Program, Employee Referral Program, Employer RRSP Matching Internal and external, training & development opportunities for skill development and growth Be part of collaborative, friendly, and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment Comprehensive Extended Health and Dental plan, tailored toward Associate wellness Recognition and Engagement Events And more! ROLE & RESPONSIBILITIES: Determine needed programs and/or actions to increase performance on a continuing basis. Identify targets for finance product sales and ensure that such targets are met. Proactively identify client needs and offer appropriate advice in accordance with business objectives. Ensure all vehicle financial contract documentation is accurate and properly submitted to our Financial Institute partners Achieve Business Office product sales target and penetration percentages Ensure all vehicle financial contracts are funded in a timely manner Achieve a high customer satisfaction rating Contribute to planning and development of budgets, implementation of action plans, and monitoring variances against budget. Communicate department objectives and methods and procedures to all department staff. Planning, organizing, and coordinating activities with the Sales department. Establish long- and short-term goals, including objectives for turnover, profit, percentage, and finance source. Analyze the performance of the Finance & Insurance department to determine the level of fulfillment of planned goals. Proactively identify client needs and offer appropriate advice in accordance with business objectives. Communicate department objectives and methods and procedures to all department staff. Must follow Company safety policies and practices, and immediately, report any and all accidents to General Manager. This position will be expected to perform other duties as assigned by management. OpenRoad reserves the right to modify this job description as business needs require. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Minimum 1-year experience in a similar role with a strong sales record. Well organized and possess strong time management skills. Ability to work cooperatively with all levels of the organization. Excellent communication and interpersonal skills, and ability to build relationships. Highly self-motivated and have the ability to learn quickly and be open to challenges. Strong financial skills and business networks. Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions. Ability to make sound decisions in a manner consistent with the essential job functions. A valid British Columbia Driver's License with a good driving record. Mandarin and/or Cantonese considered an asset Internal Candidates MUST apply by filling out the Internal Endorsement Form on the Intranet. Failure to complete the form will cause a delay in your application.https://orag.bamboohr.com/careers/3517 We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.JOIN US AND GROW WITH US!We thank all those that have applied. Only those considered for the position will be contacted.
Financial Analysis Manager
Equest, Bolton, ON
Job Description:The Financial Analysis Manager role includes the consolidation and reporting of financial results, managing the financial aspects of S&OP and driving a long term perspective to facilitate the annual financial planning process. The role will help link all processes to business strategy through business justifications for CAB and incorporating longer long term reviews into S&OP.What are we looking for? Bachelor or higher degrees in Accounting, Finance or MBAMinimum 4 years' experience with solid experience in financial management, reporting and forecastingStrong analysis skill, detail oriented and strong in ExcelAccounting background (optional)What will be your key responsibilities? Lead the annual Operating Plan for a segment. Manage the coordination, planning and communication of activities, coordinate all inputs and ensure timely submission of written and electronic reporting, establish, and communicate calendar of events.Manage the processes of the Market financial shaping and financial forecasting, analysis, management accounting and reporting. Including identifying business issues and opportunities and making recommendations for future actions.Design and issue transparent financial reporting that enables the organization to understand its performance.Provide an independent view of the risks on the P&L and cash flow to senior leaders.Understand and share insights on period performance in global segment deck and lead period communication with global colleaguesWhat can you expect from Mars? Work with over 130,000 diverse and talented Associates, all guided by the Five Principles.Join a purpose driven company, where we're striving to build the world we want tomorrow, today.Best-in-class learning and development support from day one, including access to our in-house Mars University.An industry competitive salary and benefits package, including company bonus.Mars is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. The company is pleased to provide such assistance, and no applicant will be penalized as a result of such a request.