Overview of salaries statistics of the profession "Financial Planning Analysis Manager in Canada"

A chance to contribute to the sustainability of one of the most beautiful regions in BCBe part of a dynamic, forward-thinking team, while enjoying a rewarding career and a great work-life balanceBe rewarded with an attractive hourly wage of $42.42, plus top-tier benefits, including a 35 hour work weekAbout Comox Valley Regional DistrictThe Comox Valley is an attractive geographic location, rich in rural agriculture, vibrant urban development, meandering coastline and dramatic mountains. There are spectacular outdoor activities available throughout the region, offering unlimited possibilities to current and prospective residents. At the Comox Valley Regional District (CVRD) we work collaboratively, continually look toward the future and strive to be the change we wish to see in our communities. Our values coupled with a commitment to leadership excellence and a resolute focus on serving the residents of the Comox Valley help to create an organizational culture that’s second to none. What we do goes beyond work, offering our employees the support to achieve and maintain a healthy balance between work and lifestyle. Working with the CVRD is a plus for everyone.For more information about the CVRD, please visit comoxvalleyrd.caAbout the OpportunityWe are looking for a full-time Financial Planning Analyst to join our organization in Comox Valley, BC.Reporting to the Manager of Financial Planning, you will be responsible for performing complex budget and financial planning duties, including deep analysis of revenue and expenses, identifying trends and anomalies, performance metric calculations, life cycle costing analysis and cost of carbon calculations. You will also work closely with and support budget managers to compile current and future budget projections and conduct quarterly variance analyses and reports.More specifically, the scope of your responsibilities will include, but are not limited to:Focusing on the operating funding activity and collaborating with the budget managers and department staff to prepare multi-year budgets on a timely basisConducting analysis, developing models, and implementing multiple-year approaches for user fees and charges as part of the development of a long-term planning and sustainable framework service deliveryAiding departments with the preparation of board reports and bylawsProviding timely, accurate and consistent financial data for assigned minor and major capital projects and supporting project managers with the compilation of regular project status reports and monitoring of projects throughout the year to support capital project deliveryConducting analysis and preparing calculations as required for the implementation of corporate energy GHG initiativesDeveloping and maintaining 10-year financial plans with relevant analysis and assessment of alignment to policy, strategy, and sustainability (in conjunction with the Senior Accounting Technicians and the Manager of Financial Planning)Creating accurate, substantiated forecasts for the year-end and explaining variances, based on variance analysis and forecasting on a monthly, quarterly, and yearly basisDrafting related quarterly board reports and forwarding them to the Manager of Financial Planning for review and completionWorking with the asset management team to integrate infrastructure needs into capital plans; supporting the development and maintenance of corporate asset management practices; assisting with ensuring capital projects include comprehensive decision-making information, including life cycle analysis when necessaryParticipating in the development of innovative approaches and financial strategies and implementing efficiencies and strategiesAbout YouTo qualify, you will need at least 3 years of directly related accounting experience preferably in local government and considerable knowledge of generally accepted accounting principles and local government accounting. You will also have a four-year degree in accounting and/or finance from a recognized post-secondary institute (an equivalent combination of education and experience may be considered).The following will be critical to successfully performing this role:Have or be working towards completing a CPA designation (preferred)Passionate about detail-oriented work and committed to continuous improvementStrong communication skills with a collaborative approach, including the ability to train and assist internal clients with accounting procedures and computer systemsOrganized, analytical and creative when it comes to problem-solvingKnowledgeable in personal and network computer systems and relevant accounting software (spreadsheet, word processing, reporting and presentation software)Familiarity and knowledge of Questica, City Works and iCity programs (asset)Advanced experience using Microsoft Office, with emphasis on data management and reporting in Excel and strong utilization skills with Explorer and SharePoint applicationsAbout the BenefitsAs a valued member of our team you will be awarded an attractive hourly wage of $42.42, plus a host of great benefits, including:100% employer-paid benefits (health, vision and dental)Opportunities for skill developmentA 35 hour work weekLife insurance and accidental death and dismemberment insuranceLong-Term Disability PlanMunicipal Pension PlanAlternative work arrangementFront Load PTO/VacationSupplementation of Compensation AwardTravel expenses coveredSocial and Wellness company eventsCorporate Wellness Pass (discount on a season pass at the recreation facility)If you have the skills necessary to bring success to the role, then we invite you to apply today!The Comox Valley Regional District respectfully acknowledges the land on which it operates is on the unceded traditional territory of the K’ómoks First Nation, the traditional keepers of this land.

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. Within KPMG's Transaction Services practice, our Deal Advisory professionals collaborate and provide financial due diligence services on behalf of our clients to help drive value from M&A (Mergers & Acquisitions) with a forward-thinking approach to deal planning. Learn more about KPMG's Transaction Services practice here and careers in Deal Advisory h e re . Are you a talented mentor with a proven track record for motivating teams and delivering exceptional client service? Our Deal Advisory, Transaction Services team in Toronto is looking for a professional like you with the skills and drive to make a real difference. As Manager, Financial Due Diligence, you will collaborate in multi-disciplinary teams and provide a range of transaction support and financial due diligence services on behalf of our clients. What you will do Co-coordinate financial due diligence and provide M&A transaction support and advisory services to our clients Interpret and examine information memoranda, business plans, publicly available information on the target business Review historical trading, quality of earnings, cash flow, working capital, net debt, capital expenditure, forecasts, and underlying assumptions Review the adequacy of financing structure, including review of agreements and consideration of limits, terms, and covenants Evaluate potential synergies and post-merger integration considerations Report potential key issues for our clients, including identification of risk or price factors impacting investment decisions Review sale and purchase agreements and financial model to reflect findings of the due diligence process Mentor and coach high performing junior team members Deliver exceptional client service by maximizing results and fostering collaboration across businesses and borders What you bring to the role Must have a CPA or equivalent designation 2 + years of Transactional Services experience Demonstrated accounting experience in a consulting and/or corporate environment including: Financial due diligence, M&A analysis and report writing Identification of issues and factors impacting valuations Financial statement interpretation and analysis, including an understanding of the application of and compliance with GAAP (Generally Accepted Accounting Principles) Experience reviewing target projects and formulating deal rationale and strategy Demonstrated ability in p roject diagnosis, solution development, facilitation of decision making, documentation, managing client expectations and team influence Ability to effectively coach, develop and manage junior high performing engagement teams, deliver full cycle projects simultaneously and client deliverables Exc ellent verbal and written communications s kills (e.g., report writing and presentation skills) to assist in preparing pitch documents e.g., proposals and presentations. Solid investigative skills and attention to detail 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 .

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.

Regional Director, Strategic Financial Planning Job ID 2023-114510 City Vancouver Work Location Exec - 601 W. Broadway, 11 flr Home Worksite 00 - Excluded - VCHA Labour Agreement Excluded Union 905 - Mgt/Excluded-VCHA (37.5 Hr) Position Type Baseline Job Status Regular Full-Time FTE 1.00 Standard Hours / Week 37.50 Job Category Leaders & Corporate Support Salary Grade 12 Min Hourly CAD $72.13/Hr. Max Hourly CAD $103.69/Hr. Shift Times 0830-1630 Days Off Saturday, Stats, Sunday Salary The salary range for this position is CAD $72.13/Hr. - CAD $103.69/Hr. Job Summary Come work as a Regional Director, Strategic Financial Planning with Vancouver Coastal Health (VCH)! Vancouver Coastal Health is looking for a Regional Director, Strategic Financial Planning to join the team Corporate Services team. Reporting to the Executive Director, Controller and Financial Services, the Regional Director leads in the development, planning and coordination of the health authority’s overall financial operating budget and multi-year financial plans, including overseeing the financial planning teams across the Communities of Care (CoC’s) and regional programs/services. The Regional Director provides health authority-wide leadership to: support strategic projects and initiatives, oversee Vancouver Coastal Health’s (VCH) financial performance management initiatives, and represent VCH Finance at regional and provincial tables to advance the health authority’s strategic priorities and mandate on behalf of the Executive Director. As a member of the senior VCH Finance leadership team, plan, implements and evaluates related resources in support of the strategic and operational needs of VCH, as well as informs the development of the strategies and goals to ensure the optimum delivery of appropriate financial services for VCH. Key partnerships include senior executive leaders and leaders across VCH as well as representatives from other Health Authorities, Health Shared Services BC/PHSA, and provincial government ministries to understand directives, and support in policy revision and development. Represents VCH and its entities’ interests in discussions and/or negotiations with government, other external organizations and agencies providing or requiring support services from the organization.Apply today to join our team! As a Regional Director, Strategic Financial Planning with Vancouver Coastal Health you will:Lead and direct the multi-year financial planning and business decision support functions for the organization, including overseeing the financial plans of the CoC’s. Develops funding strategies and business cases to support operational needs.Ensure the integration of key components of the strategic plan including regional programs, services plans, human resource strategies and other requirements. Aligns strategies across all stakeholders within the region when entity specific strategies may not be consistent with the desired regional/health authority approach.Achieve the organization’s operational and strategic objectives, and strategic projects and initiatives in a manner which ensures compliance with legislative frameworks, general accepted accounting principles and ensures that sound internal controls are in place to manage risk.Direct the preparation of long-range operating forecasts and scenarios. Supports long-range service planning activities including coordination, amalgamation, and/or integration of services to improve service, quality, and cost. Considers overall demand and develops plans that are regional in orientation, as well as sustainable and outcomes-focused.Develop the VCH performance management framework to measure and monitor organizational performance with respect to the financial and service plans according to governmental and organizational guidelines.Ensure the ongoing development and monitoring of required accountability documents, including the Government Letter of Expectations, the Health System Performance Framework, and the Annual Report. Represents the organization on related provincial steering committees.Develop business case methodology that allows for effective decision-making, prioritization and evaluation.Provide overall leadership and direction to team members using effective management techniques (E.G. coaching, mentoring, skills and leadership development and performance management).Carry out responsibilities in accordance with health and safety requirements. Immediately reports unsafe situations by notifying supervisor or other appropriate personnel.Perform other related duties as assigned. Qualifications Education & Experience Current Masters’ Degree in Business Administration supplemented by a minimum of twelve (12) years’ recent, related experience in progressively more senior financial management, strategic planning leadership roles in large, complex organizations or an equivalent combination of education, training and experience. Knowledge & Abilities Demonstrated ability in nursing practice related to designated client group - Acute Medicine; including but not limited to patients with complex diseases, respiratory therapies, IV therapies, substance abuse & addictions, and nutritional therapies.Demonstrates expert ability to develop and implement financial and planning policies/strategy and to identify and implement improvement initiatives.Comprehensive knowledge of accounting principles, financial and best practices and generally accepted accounting principles, as well as applicable legislation, healthcare issues and operations.Effectively communicates both verbally and in writing to lead, influence, and collaborate with a variety of stakeholders both internal and external to the organization.Proven leadership and management skills with an excellent sense of corporate priority and a strong business acumen.Demonstrates expertise and leadership in coordinating cross-organizational financial planning activities.Effectively problem-solves with a global perspective to incorporate the organization’s systems and strategies when developing viable solutions to problems.Physical ability to perform the duties of the position. Closing Statement As per the current Public Health Orders, as of October 5, 2023, all employees working for Vancouver Coastal Health must be fully vaccinated for COVID-19 or have received a single dose of the most-recent, updated COVID-19 vaccine. Proof of vaccination status will be required. If you have any questions, please reach out to Orlando Cerrato, Manager, Executive Talent Acquisition at [email protected]. WHY JOIN VANCOUVER COASTAL HEALTH? VCH is a world class innovator in medical care, research and teaching, delivering service to more than one million BC residents. At VCH, we embrace thinking boldly, taking smart risks, and ''going first'' when we believe it will lead to the best possible outcomes for patients and their families. We invite you to join us in creating healthy lives in healthy communities by showcasing our passion for care, connection to the communities we serve and our culture of teamwork that makes VCH a great place to work. Comprehensive health benefits package, including MSP, extended health and dental and municipal pension planGrow your career with employer-paid training and leadership development opportunitiesWellness supports, including counselling, critical incident and innovative wellness services are available to employees and their immediate familiesAward-winning recognition programs to honour staff, medical staff and volunteersAccess to exclusive discount offers and deals for VCH staff Equity, diversity, and inclusion are essential to our goals of creating a great place to work and delivering exceptional care. We acknowledge and accommodate unique differences and ensure special measures are in place so that all prospective and current employees are given an opportunity to succeed.We are committed to building a representative workforce and encourage applications reflecting diversity of sex, sexual orientation, gender identity or expression, racialization or ancestry, disability, political belief, religion, marital or family status, age, and/or status as a First Nation, Metis, Inuit, or Indigenous person. Vancouver Coastal Health is proud to be recognized as one of Canada's Top 100 Employers in 2023.Only short-listed applicants will be contacted for this posting.***Employees of VCH must apply online via the Internal Career Portal on CareerHub, you are currently viewing the External Career Portal. Refer to the https://my.vch.ca/working-here/job-postings site for instructions on how to view internal job postings and how to apply as an employee. Current VCH employees who apply to this posting using this external site will be considered as an external candidate. Seniority will not apply.***Thank you for your interest in Vancouver Coastal Health. Options Apply NowApplyShareEmail this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQsSoftware Powered by iCIMSwww.icims.com

Application Deadline: 05/17/2024 Address: 10035 Hurontario Street Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engages customers to grow BMOs business by reaching out, generating appointments, and building new relationships within the community. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Supports the achievement of sales and performance targets. Develops and implements a relationship management plan to meet the needs of client. Responds to customer investment requests to fulfill investment product needs aligned with the customers goals and refers the customer to partners where appropriate. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Executes work to deliver timely, accurate, and efficient service. Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered. Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations. May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives. Builds effective relationships with internal/external stakeholders. Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II). Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec. Advanced working knowledge of financial industry. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Compensation and Benefits: $44,500.00 - $82,500.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/30/2024 Address: 2025 Corydon Avenue Job Family Group: Retail Banking Sales & Service This job posting is for various locations across Canada. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engages customers to grow BMOs business by reaching out, generating appointments, and building new relationships within the community. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Supports the achievement of sales and performance targets. Develops and implements a relationship management plan to meet the needs of client. Responds to customer investment requests to fulfill investment product needs aligned with the customers goals and refers the customer to partners where appropriate. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Executes work to deliver timely, accurate, and efficient service. Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered. Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations. May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives. Builds effective relationships with internal/external stakeholders. Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II). Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec. Advanced working knowledge of financial industry. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Compensation and Benefits: $42,300.00 - $78,400.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/11/2024Address: 11000 No 5 RoadJob Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.Oversees the implementation and delivery of business development strategies and sales initiatives.Enhances presence in the marketplace by collaborating with internal and external stakeholders to create integrated business development strategies.Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).Supports the achievement of sales and performance targets.Ensures the execution of relationship management activities to deliver exceptional customer experiences.Resolves or escalates issues to meet customer expectations in a timely manner.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Acts as the prime subject matter expert for internal/external stakeholders.Monitors and tracks performance, and addresses any issues.Executes change management plans effectively to ensure focus on delivering business results.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.Builds effective relationships with internal/external stakeholders.Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 7-10 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II (FP I & II).Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.Expert business development experience with successful track record.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation and Benefits:$84,000.00 - $156,000.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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 .

Application Deadline: 04/21/2024Address:33 Dundas Street WestOur ideal candidate has exceptional Excel skills, experience in a financial institution (knowledge of banking products), FTP (funds transfer pricing) and holds either a CPA, CFA or MBA.Develops detailed financial and economic analysis to assist the designated business portfolio with decision support. Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio. Supports the monitoring and management of financial performance against plans, forecasts, initiatives, and objectives. Generates information and insights that support key business decisions to drive value (e.g., revenue growth, resource allocation, balance sheet optimization, etc.)Strong understanding of banking products and how they are transfer priced.Knowledge of net interest margin (NIM) and its key drivers.Manage the development and continuous improvement of margin reporting and analysis to enable margin analysis at product level.Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets.Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives/strategic business decisions.Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.g., revenue, balance sheet, capital, etc.).Determines the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans.Assesses reasonableness of business cases and performs due diligence during Investment reviews and approvals processes.Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations.Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and/or streamlined reporting.Acts as a trusted financial advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Identifies emerging issues and trends to inform decision-making e.g., economics, treasury, competitor information.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Advanced excel , power point & power BIVerbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

WSP Global has an opening for a full-time, permanent Financial Analyst, Global Corporate Services, reporting to the Global Manager, Financial Planning and Analysis. This person is responsible for providing financial analytical support to corporate functions for actual results, budget and financial projections. This role is critical in the organization, to support corporate function leaders in their decision-making. The person will be responsible for evaluating key financial data, planning and analyzing costs, and providing support to the regions. Principal responsibilities: Provide financial analytical support to corporate functions (IT, Real Estate, Human Resources, Marketing, Communications, etc.); Perform actual and budget variance analysis and update financial projections; Identify and evaluate key performance indicators for corporate functions; Design and update monthly reports by collecting data to produce relevant analysis for corporate functions; Follow-up with regional CFOs and regional corporate function heads to ensure understanding of financial results; Organize and participate in follow-up meetings with regional corporate functions; Coordinate the budgeting of corporate functions; Support the management team in key decision-making processes; Financial support for specific analyses, such as supplier contract analyses; Accounting support and supervision of the month-end process; Support the development of presentations and documents required to present the financial results of corporate functions. Knowledge, Skills and Experience: University degree in Accounting or Finance; CPA professional designation an asset; Minimum 3 to 5 years' professional experience in financial analysis and/or accounting; Strong technical and analytical skills; In-depth knowledge of Microsoft Excel; Ability to prioritize and manage multiple assignments simultaneously; Business acumen; Be bilingual (English and French) as you will be supporting offices in other regions outside Canada. Excellent oral and written communication skills; Knowledge of Oracle Fusion accounting system and HFM Hyperion consolidation system is an asset; Experience and knowledge in the field of IT (language, tools, etc.) is an asset. WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments.We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future.At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations.Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits).WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.WSP is committed to the principles of employment equity. Only the candidates selected will be contacted.WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.

Application Deadline: 04/29/2024Address:33 Dundas Street WestLead the E2E design/ideation, development, management, and implementation of assigned strategic projects in Canadian Personal and Business Banking with a focus on transformation of the Branch Channel by providing innovative digital solutions which help improve customer and employee experience while resulting in business goals such as revenue generation and cost reduction. Works across BMO to deliver specific project/program business results in alignment with overall group goals.Acts as a trusted advisor to assigned business group.Researches industry trends on the evolution of sales and service models within financial services industry and identifies innovation/optimization opportunities.Influences and negotiates to achieve business objectives.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Participates in implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise.Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Participates in project/program design and provides advice & subject matter expertise to achieve required business results.Conducts analysis required to inform strategic recommendations and considers the "big picture" when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.May network with industry contacts to gather and identify competitive insights and best practices.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance and addresses any issues.Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Retail banking knowledge/experience AND/OR strategy consulting experience requiredDeep knowledge and technical proficiency gained through extensive education and business experience.Branch experience/knowledge is a plus.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.

Application Deadline: 06/24/2024Address:62 King Street WestProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).Supports the achievement of sales and performance targets.Develops and implements a relationship management plan to meet the needs of client.Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Executes work to deliver timely, accurate, and efficient service.Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.Builds effective relationships with internal/external stakeholders.Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II (FP I & II).Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.Advanced working knowledge of financial industry.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.

Do you have a strong financial planning and analysis experience focused on budgeting, variance analysis, forecasting and dealing with a diverse amount of departments or cost centres? This role is for a forward-thinking, operationally minded Finance Professional with a desire to support exceptional patient care in BC. Our client offers a hybrid working model.Who- the Company: Our healthcare client supports its members in delivering outstanding specialized healthcare services and prioritizes patient care.What- the Opportunity:  Play a critical role in all aspects of financial planning, operational reporting, ad hoc financial/business analysis, funding analysis, project management and financial modeling.Manage a team of two Senior Financial AnalystsLead the annual financial planning and budget process, quarterly rolling forecasts as well as strategic process.Help manage the accounting process during period end as well as completing, auditing and managing journal entriesReview and develop budget procedures and tools to continuously improve the planning, budgeting, reporting, and forecasting processes.Develop and/or analyze complex multi-dimensional financial models supporting budgets, forecasts, strategic plans, and business initiatives analysis. These models will assist with understanding the impact of investment and outcomes on financial and operational metrics.Conduct variance analysis of actual performance against budget and forecastProvide support to internal stakeholders through analysis of results, outcomes and key performance measurements.Liaise between finance and non-finance teams to support data collection, cross company initiatives, infrastructure development and process improvements.Who- the Candidate: We are looking for FP&A professionals with over 7 years’ experience honing their management and operational skills, preferably at large, complex multi-site organizations.Professional accounting designation (CPA) required, or MBA is requiredStrong Financial Planning and Analysis experience including managing budgets, completing variance and forecast analysis and dealing with 30-50 cost centresStrong finance and operational accounting experience.Experience with a large portfolio ideally a budget of $100 million or more servicing a minimum 50 cost centres.Leadership experience with an emphasis on knowledge of FP&A, business planning, case costing and funding analysis, and business case development.Strong people skills: this role requires excellent communication, customer service, and relationship buildingEffective coaching and mentoring skills and previous experience with direct reports including hiring, training and completing performance reviews is required.Advanced Excel, Word, Access, and PowerPoint skills as well as experience with ERP systems are required.Where: Burnaby, BCHow Much:Base salary commensurate with experience in the range of $122,000-$128,000. Robust benefits plan and defined pension.When & How to Apply:  This search is moving extremely quickly, so please don’t hesitate to apply if you are qualified for and interested in this great finance leadership opportunity. If you already have a Recruiter at Swim, please reach out to that person directly.  If you do not yet have a contact at Swim Recruiting, please hit 'APPLY NOW' and send us your resume. Thanks!

Planning Manager We are committed to connecting Canadians through unique partnerships, our world-class network and content Canadians love-and our innovative team is growing. We are looking for dedicated team members to join our Corporate team who have a genuine passion for making positive impacts on customers and the communities where we live and work. We have a variety of business units with exciting and meaningful work waiting for you, including Communications, HR, Legal and Corporate Affairs, Supply Chain, Finance, and Real Estate. If you are considering your next step, we have exciting opportunities waiting for you. Come build a rewarding career at Rogers and be a driving force behind our success story!Reporting into the Senior Manager, Capital Management, the Planning Manager will be a key contributor to the efforts made to provide timely and accurate reporting and analysis for the IT/Digital Planning team.This individual will be responsible for the Capital Financial Planning and Analytics supporting the IT/Digital Team.What you'll do: • Lead monthly, quarterly and annual capital budget planning including forecasting, analytics & reporting. • Draft commentary and conduct analysis for exec-level capital forecast & financials review presentations • Present monthly capital financial report to SVP, VPs and Director if required • Assess capital approval reviews with SVP, VP, Directors and Project Managers • Conduct financial modelling to evaluate issues, risks, opportunities for cost efficiencies w.r.t financial targets • Collaborate with BU & Network planning, Finance and PMO governance teams • Establish and maintain close working relationships with SVPs, VPs, Directors and Project managers and Product Owners in the supported IT & Digital towers • Work closely with other planning primes, in identifying budgeting and forecasting challenge and contribute to improvements pertaining to financial processes, templates, performance measurementsWhat you'll bring: • Undergraduate degree with financial/business background preferred • Knowledge of the Canadian telecom industry is highly preferred (B2B knowledge a plus) • Previous experience in Finance or capital planning an asset • Minimum 5 years of relevant, progressive experience in a financial planning and analytics role preferably in an IT or Digital industry • Very high proficiency in Excel and PowerPoint and other MS Office tools. Experience in Oracle Cloud Suites (EPM & ERP) and SmartView is preferred. • High degree of proven analytical and data analysis capabilities is required. • Showcases strong business and financial acumen, research/analysis and problem-solving skills, ability to absorb a large amount of information (financial and non-financial) and summarize key issues. • Attention to detail, accuracy and high standards of quality are expected. Should be able to work both strategically and tactically. • The successful candidate will bring excellent communication skills, both verbal and written, with proven experience to build and maintain strong working relationships across the organization and with all levels of management in a matrix organization • Results oriented, has proven ability to multitask, flexible and comfortable in a fast-paced environment. • Ability to understand complex dynamics of working with multiple stakeholders with divergent interests • Relentlessly challenges the status quo to ensure new ideas are explored. • Understanding of Rogers internal Financial, SDLC, Procurement processes is an asset • Understanding Project Management principles and Project Software Development life cycle is an asset Accountabilities: • For each supporting portfolio, accountable to deliver monthly CAPEX forecast financial report, quarterly and annual budget planning and Stay on top of portfolio finances and follow up/provide support to Project managers, communicate with Directors and VP as required to help the team ensure forecasted dollars are met during month end. • Be a representative for IT Capital forecasts/budgets for the supported portfolios and chair/present/participate in various CAPEX financial meetings with Executives, planning, Finance, CAPEX Governance, and Business planning teams, and be prepared to defend the forecast (explain why it is considered achievable or not). As part of the recruitment process, complete a background check which includes credit and criminal checks. Schedule: Full time Shift: Day Length of Contract: 4 Months Work Location: 1 Mount Pleasant (083), Toronto, ON Travel Requirements: None Posting Category/Function: Real Estate / Facilities & Projects and Planning Requisition ID: 307688 #LI-JC1At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:CorporateLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Real Estate, Supply Chain Manager, ERP, Cloud, Supply Chain, Sales, Operations, Technology Apply now »

Application Deadline: 05/09/2024 Address: 945 Smyth Road Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engages customers to grow BMOs business by reaching out, generating appointments, and building new relationships within the community. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Supports the achievement of sales and performance targets. Develops and implements a relationship management plan to meet the needs of client. Responds to customer investment requests to fulfill investment product needs aligned with the customers goals and refers the customer to partners where appropriate. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Executes work to deliver timely, accurate, and efficient service. Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered. Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations. May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives. Builds effective relationships with internal/external stakeholders. Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. CFP designation preferred or working towards one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II). Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec. Advanced working knowledge of financial industry. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Compensation and Benefits: $44,500.00 - $82,500.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Senior Analyst, Financial Planning and Analysis Language English Français (CA) Apply Now Please note that: Our Hybrid Workplace Policy establishes that associates need to have a reliable transportation to and from our corporate head office located in Boucherville (Quebec), to come to the office on a regular basis. We require all our head office associates to be proficient in French, spoken and written. At RONA, over 22,000 employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve. We operate or service some 425 corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to big box stores, our RONA+, RONA, Réno-Dépôt, and Dick’s Lumber banners are well equipped to help meet the needs of all DIYers and contractors. You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills. So, if you’re looking to do what you love, we could be a perfect match Our expectations Reporting to Manager of the department, the Senior Analyst, Financial Planning and Analysis will be responsible for the financial planning and analysis of consumer delivery activities across Canada. The incumbent’s main role will be to support internal customers in monitoring results, as well as developing forecasts, budgets, and action plans to optimize the transport network. Your role Act as a business partner to operations managers for transportation Analyze and interpret monthly financial results Prepare financial presentations and present them to operations managers Prepare quarterly and annual financial forecasts, ensuring validation of key assumptions with stakeholders Analyze and interpret financial results and KPIs on a weekly basis to maximize network productivity Develop and model financial analyses for supply chain transportation costs Support the operational team in implementing and monitoring action plans Produce dashboards and reports required to measure the effectiveness of initiatives The qualifications we are looking for University degree in finance or accounting (CPA or CFA designation an asset) At least 5 years of experience in a financial analysis position Excellent analytical skills and results-oriented Rigour and ability to synthesize information Excellent ability to prioritize in a fast-paced, changing work environment Initiative and autonomy Strong interpersonal, teamwork, and multi-stakeholder collaboration skills Proficiency with the MS Office Suite, especially Excel and PowerPoint (advanced level) Our Hybrid Workplace Policy establishes that associates need to have a reliable transportation to and from our corporate head office located in Boucherville (Quebec), to come to the office on a regular basis. We require all our head office associates to be proficient in French, spoken and written. By joining the RONA family, you’ll enjoy many benefits, such as: A fitness centre, sports activities, and showers A childcare centre that can accommodate up to 78 children A cafeteria with a delicious menu prepared by a dedicated chef, healthy options, as well as FARO Roasting Houses and Tim Hortons coffee stations Exclusive employee discounts, plus a 10% discount on store merchandise (at all RONA locations) Benefits: retirement savings plan, annual bonuses, student incentive program, etc. Electric car charging stations Career growth opportunities within the company An inclusive and safe working environment Promotion of work-life balance An employer that’s involved in the community And much more! RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status. Apply Now

Job Type:Permanent Work Model:Remote Reference code:126190 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Burlington, ON; Calgary, AB; Ottawa, ON 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. Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. Experience a firm where wellness matters. Be expected to share your ideas and to make them a reality. Do you thrive on developing creative and innovative insights to solve complex challenges? Want to work on next-generation, cuttingedge products and services that deliver outstanding value and that are global in vision and scope? Work with premier thought leaders in your field? Work for a world-class organization that provides an exceptional career experience with an inclusive and collaborative culture?What will your typical day look like?The primary objective of this role is the interfirm financial management of a portfolio of projects, programs and products that Deloitte serves across it's business units. Financial managers act as liaisons between Finance and the business units by providing financial management knowledge, analyzing activities that impact the financials, plan and forecasting and by managing strategic and tactical aspects of the interfirm financial processes. Financial managers are responsible for successful management of the financial analysis and reconciliation process and the implementation of project management controls. On any given assignment, they may be responsible to: Collaborate with Finance and business unit leadership on interfirm financial transactions, planning, reporting and analysis Ensure timely and accurate interfirm forecasts occur through period reviews of the reporting tools and portfolio dashboards Confirm that projects are set up completely and accurately and that all compliance policies are executed appropriately; ensure project development results in accurate and complete reporting for financial statement purposes Interact regularly with senior leaders in order to present various analyses, discuss recommendations and provide portfolio financial advice. Oversee report creation, validate accuracy on a periodic basis and ensure that messages and level of detail are appropriate for audience. Work closely with teams to continually monitor and update key portfolio master data attributes to ensure accuracy and reliability in financial and operational reporting Respond quickly to unforeseen requests for ad hoc analysis and metrics related to financial spend and plans Understand and utilize standard processes for project management, quality management and risk management Oversee activities of junior staff, including delegation, supervision, task management and quality reviews. Lead by example in delegating tasks to staff and support them in best practices About the teamAt Deloitte, we expect results. Incredible-tangible-results. And Deloitte Global professionals play a unique role in delivering those results. We reach across disciplines and borders to serve our global organization. We are the engine of Deloitte. We develop and lead global strategies and provide programs and services that unite our network. In Deloitte Global, everyone has an opportunity to lead. We see the importance of your perspective and your ability to create value. We want you to fit in-with an inclusive culture, focus on work-life fit and well-being, and a supportive, connected environment; but we also want you to stand out-with opportunities to have a strategic impact, innovate, and take the risks necessary to make your mark. Deloitte Global supports our talented professionals in answering the question: What impact will you make? Global Finance provides the most cutting-edge and insightful research and analysis of the financial health of the entire Deloitte organization around the world. We advise, guide, and monitor global initiatives in five major areas: tax, member-firm reporting, finance and accounting, strategic projects, and financial analysis.Enough about us, let's talk about youYou are someone with: Diverse experience in financial reporting and analysis with advanced skills in strategic thinking, leadership, complex problem solving and attention to detail Bachelor's degree with a minimum of 7 years of related experience Mastery of financial reporting tools: MS Excel, PowerPoint, visualization tools Demonstrated experience in producing and delivering appropriate communications to the executive level Ability to work effectively, both independently and as a member of a team Ability and willingness to travel as needed (minimal) Energy to perform to high standards of productivity, work in a fast-paced environment and delivery to meet critical deadlines Preferred Qualifications: Major in Accounting, Finance, Economics or Business Management CPA or similar designation is preferred but not mandatory Experience with IT Financial management methodologies and disciplines Experience supervising and/or managing onshore and offshore resources Experience with SAP ERP and other SAP tools Experience with QlikView/Qlik sense reporting or other analytical reporting tools Total RewardsThe salary range for this position is $85,000 - $156,000, 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: Project Manager, Risk Management, SAP, Developer, ERP, Technology, Finance

Job SummaryJob Description**Note: This role will be anchored at our branch in Lake Country; however some of the training may take place at our Kelowna Branch at Plaza 33.**What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.Work Schedule: Monday - Friday - 8:45 am-5:15 pmWhat will you do?Communicate with clients to learn about their needs and help them achieve their goalsProvide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needsCollaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert adviceLeverage technology to deliver on client experience and drive sales and retentionProactively take ownership of resolving and preventing clients banking problemsImplement contact and relationship building strategies, and support new client acquisition in local communityEducate clients of the features and benefits RBC products and services offer, and help clients with digital banking including mobile, ATM, and online bankingWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)2-3 years of proven sales experience in the financial services industry, handling credit and investmentsDemonstrated ability to build trust and maintain long-term client relationshipsDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Nice-to-haveFluency in a second languageActive in the local community, developing a solid network in the local communityWhats 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.Career development and top-notch sales coaching to take your career to the next levelCompetitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.Job SkillsAdvice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job DetailsAddress:9950 MAIN ST:LAKE COUNTRYCity:LAKE COUNTRYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-01-08Application Deadline:2024-04-30Inclusion 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.