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Client Service Assistant, BMO Nesbitt Burns
Application Deadline: 05/02/2024 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Responsibilities: Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Calgary is $38, 000. Compensation and Benefits: $32,700.00 - $48,600.00 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. |
20 Apr. AB |
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Manager of Cyber Security to lead adoption of Cyber Security best practices as well as manage & grow a global team
S.i. System's mining client is looking for a Manager of Cyber Security to lead adoption of Cyber Security best practices as well as manage & grow a global team . This is not a technical role and we are not looking for someone who is an expert in any specific area of Cyber Security. The ideal candidate will have experience bringing Cyber Security Awareness & marketing to the business and operations as well as leading the adoption of any and/or all Cyber Security principles and practices. The head office is in Vancouver, BC so the preference is for local candidates that can come to do face time with the business, but we are open to candidates in Calgary that have Oil & Gas or Mining experience that would either be open relocation or frequent travel to Vancouver. This role will also require quarterly visits of approximately 1 week to the sites in Quebec, Greece & Turkey. MUST HAVES: 10+ years in Cyber Security in an enterprise environment Experience leading Cyber Security Awareness programs Experience in strong business facing positions where you would be working and communicating with executives often Experience managing and hiring teams of 5-10 team members NICE TO HAVES: Experience with CrowdStrike or Microsoft Security products Apply |
20 Apr. AB |
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Investment Advisor
Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours!What you do best:You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre a self-starter someone who wants to make their day their own.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needsLeverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clientsFoster trusted, often multi-generational, long-term relationships using personalized service and adviceEstablish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.A few details about what were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commissionYou have completed the Canadian Securities Course (CSC) or will prior to your start dateYou have a passion for financial planning and a keen interest in portfolio managementYou have strong relationship building skills and an ability to connect with all types of individualsNice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/disciplineCompleted the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP),Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?Whether its developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and feesAutonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environmentPotential to qualify for the prestigious President's Club Program with your peers in your first 4 yearsLeaders who are invested in your success, including mentorship and career development programsA supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every dayFlexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:14505 BANNISTER RD SE:CALGARYCity:CALGARYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2023-12-28Application 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. |
20 Apr. AB |
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Sales Associate | Richmond Hill
What This Position is All About The Sales Associate is accountable for delivering service excellence which drives results and enhances the customer experience. The Sales Associate will excel at executing the Customer Service Strategy and delivering sales results, through their communication of trend and fashion knowledge to the customer. Who You Are: Often goes above and beyond their goals. Is consistently a top performer and elevates the performance of others. Sees ahead clearly, is knowledgeable and has a capability for a big picture perspective. Constantly looking for opportunity to improve the way things are done. Acts with customers in mind, great networking and relationship management. Can be depended on for a unique perspective. You Have: High school diploma or equivalent Knowledge of cash register systems with basic computer skills Ability to communicate effectively with customers and team (both oral and written), maneuver sales floor and meet moderate stockroom lifting and store climbing requirements Ability to work a flexible schedule to meet the needs of the business, including nights, weekends and holidays As the Sales Associate, you will: Build and maintain long-term relationships with our customers, providing an exceptional shopping experience which includes; greeting customers, offering assistance, directing customers to merchandise, sharing product suggestions, additional product information and offering alternative positive opinions. Maintain cleanliness and organization in assigned areas Promotes the company's HBC credit and loyalty programs and achieves targets Maintains a professional and productive work environment Process all Point of Sale (POS) transactions accurately and efficiently Assist in the execution of seasonal changeover, maintenance and restocking of departments as per visual merchandise direction Assist in the preparation and execution of the annual inventory count if required Your Life and Career at HBC: Be part of a world-class team; work with an adventurous spirit; think and act like an owner- operator! Exposure to rewarding career advancement opportunities, from retail to supply chain, to digital or corporate. A culture that promotes a healthy, fulfilling work/life balance Benefits package for all eligible full-time employees (including medical, vision and dental). An amazing employee discount #HBSalesAssociate Thank you for your interest with HBC. We look forward to reviewing your application. HBC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HBC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. HBC welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used. |
20 Apr. ON |
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FT-Natural Value Clerk (Holistic Nutritionist Designation Required)
Why is this role important Our Store Team Members are inspired doers. They help provide a positive in-store shopping experience by ensuring the store is always ready with available products that meet customer needs to live life well. Our Clerks inspire our customers through delightful conversation and knowledge of products. What you'll do Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs Maintain and stock product displays and shelves that meet company standards Ensure accurate product scanning and identify inventory needs and assist with ordering Setup company-directed promotions and programs Keep department areas neat and ensure health and safety standards Who you are A team player with an attention for detail Driven and able to work independently in a fast-paced environment Resourceful and courteous when resolving customer questions Motivated to learn new things Experience you bring The ideal candidate must possess a minimum of 2 years' health food experience, preferably in a retail food environment; A designation of a Registered Holistic Nutritionist is required. Experience in naturopathic medicine with sound knowledge in nutrition, homeopathy and herbal medicine are considered assets; Demonstrated ability to work in a fast-paced, team-oriented environment, under pressure; Proven organization, communication and interpersonal skills. What you bring Flexibility to work a variety hours which may include days, evenings, and weekends Able to move up to 50lbs and in constant mobility for an entire shift How You'll Succeed : ? At Fortinos, we attribute our success to preserving our core values: super fresh foods, well?trained staff, store cleanliness and above all, superior, friendly customer service. If that sounds like you, and you are open-minded, responsive to change and up to the challenges provided in a fast-paced retail environment, apply today. We are committed to creating a diverse and inclusive workplace. ? If you are contacted by us regarding a job opportunity or interview, please advise if you require accommodation.? ? NOTE : The Employer noted in this posting is an independently owned corporation ("Franchisee") which is licensed to use the "FORTINOS" trademark(s) by Loblaws Inc. Applicants hired by a franchisee will be employees of the franchisee. No employment or similar relationship will be created between the applicant and Loblaws Inc. or its affiliates. |
20 Apr. ON |
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Pharmacy Technician
At Hamilton Health Sciences, the Pharmacy department plays an instrumental role in ensuring the safe distribution and service of medications to patients which facilitates successful patient treatment outcomes in compliance with legal, regulatory and accreditation standards. The management and distribution of our medications is critical in ensuring we are able to consistently deliver high-quality, safe patient care. As we continue to grow our pharmacy operations, we are seeking Registered Pharmacy Technicians to join our team. Our pharmacy technicians are important members of the interdisciplinary team, performing a wide variety of responsibilities including completion of best possible medication histories, hazardous and nonhazardous sterile and non-sterile compounding; automations; and drug distribution. Our pharmacy technicians have unique opportunities to grow their skills through teaching and mentoring students, specializing in areas such as oncology, neonatal/pediatrics, and participating in, committees, projects and working groups. |
20 Apr. ON |
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Acheteur
Les Équipements Berbour, une entreprise se spécialisant dans la vente et l'entretien d'équipements alimentaires est à la recherche d'une personne dynamique et organisée pour combler le poste d'Acheteur. En collaboration avec toute l'équipe du service, le responsable des achats a comme principale fonction les tâches suivantes: Commander les pièces nécessaires à la réalisation des bons de travail à effectuer Gérer l'inventaire du magasin et des camions sur la route Supporter les techniciens pour la recherche de pièces afin de faire des soumissions Négocier avec les fournisseurs Rechercher des nouveaux fournisseurs Le responsable des achats travaillera en étroite collaboration avec les départements du service et des ventes afin d'assurer un service rapide et de qualité à notre clientèle. L'acheteur aura beaucoup d'autonomie et pourra apporter de nouvelles méthodes ou façons de faire afin d'améliorer les processus. Ce que nous avons à offrir: Un emploi à temps plein de jour Un milieu de travail stimulant avec une belle équipe Un emploi diversifié Un salaire concurrentiel Un plan assurance collective et un regime-d'épargne collective avec participation de l'employeur À propos de l'entreprise: Les Équipements Berbour est une entreprise familiale spécialisée dans la réparation et l'entretien d'équipements alimentaires. depuis 35 ans. Notre principale clientèle est les supermarchés (IGA, Métro, Super C, etc,), les boucheries, les boulangeries, les résidences de personnes âgées et les restaurants à travers la province de Québec. Être un bon négociateur et avoir de bonnes habiletés de communicateur Être en mesure de gérer efficacement les priorités Avoir de bonnes connaissances en informatique Être polyvalent, autonome et avoir un bon sens des responsabilités Avoir des connaissances en mécanique et électricité (atout) |
20 Apr. QC |
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Manoeuvre, nettoyage industriel
Fondée il y a plus de 40 ans, QSL est un acteur clé de la chaîne d'approvisionnement dans l'opération de terminaux portuaires, l'arrimage, les services maritimes, la logistique et le transport à travers l'Amérique du Nord. MANÃ...'UVRE, NETTOYAGE INDUSTRIEL Tu aimes être au cÃ..."ur de l'action? C'est ici que ça se passe. Le ManÃ..."uvre en nettoyage industriel est responsable de nettoyer et de déneiger le terminal maritime (et ses équipements) afin qu'il soit praticable pour les opérations. Plus précisément, vous aurez à : Nettoyer, laver et déglacer les véhicules, la machinerie lourde et les aires de travail manuellement et avec l'aide d'équipements spécialisés; Déneiger les voies de circulation et les zones d'opérations; Effectuer le toilage des différentes cargaisons entreposées sur le terminal maritime; Autres tâches connexes Profil recherché : Être amateur de tâches manuelles, du travail extérieur et non-routinier; Disponibilité pour travailler sur des horaires variés (jour, soir, nuit, fin de semaine); Détenir un permis de conduire classe 3 (atout); JOIGNEZ-VOUS À UNE ÉQUIPE DE PASSIONNÉS! BIENVENUE CHEZ VOUS! L'emploi du masculin n'a d'autres fins que celle d'alléger le texte mais réfère tant aux hommes qu'aux femmes. Nous sommes fiers d'être un employeur respectueux de l'équité en matière d'emploi, nous nous engageons à favoriser un environnement de travail inclusif et accessible qui reflète la diversité de nos communautés. Nous accueillons et encourageons les candidatures de personnes de tous les groupes, y compris les peuples autochtones, les femmes, les minorités visibles et les personnes handicapées. |
20 Apr. QC |
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Représentant des ventes
JOIGNEZ UNE ÉQUIPE DYNAMIQUE AU SEIN DE LA PLUS IMPORTANTE ENTREPRISE D'ENTRETIEN D'ESPACES VERTS AU QUÉBEC! EN AFFAIRES DEPUIS 1987, LE GROUPE VERTDURE C'EST PRÈS DE 600 EMPLOYÉS QUI OEUVRENT DANS L'UNE OU L'AUTRE DES 25 SUCCURSALES À TRAVERS LA PROVINCE. NOUS OFFRONS DES FORMATIONS CONTINUES AFIN DE MAXIMISER VOS RÉSULTATS. Le représentant des ventes rencontre de futurs clients dans le but de vendre une entente de services pour l'entretien de la pelouse adaptée à leurs besoins. Notre équipe de télémarketing s'occupe de fournir des rendez-vous à nos représentants. Aptitudes à la vente. Autonome. Dynamique. Automobile requise. |
20 Apr. QC |
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Technicien de service senior
LES AVANTAGES MACHINEX - en te joignant à l'équipe, tu auras aussi : Des assurances collectives payées à 50% incluant médicaments, paramédical, assurance vie, assurance salaire longue durée, assurance voyage et plus! Programme d'aide aux employés - consultation pour santé mentale, difficulté familiale, questions juridiques et bien plus! Régime de retraite (RRS) - On cotise avec toi! Pouvoir modeler ton horaire en fonction des projets Machinex et tes projets personnels, ça t'allume ? Progression rapide et possibilités de carrière Un Club social qui organise des activités pour TOI! En plus, la direction bonifie en organisant des activités gratuites tout au long de l'année Vacances compétitives, en plus du congé pendant les Fêtes Formation en continu Des gestionnaires humains et compréhensifs RÃ"LES ET RESPONSABILITÉS Effectuer les activités d'entretien et de réparation dans plusieurs pays (Canada, USA, Royaume-Unis, France et Australie); Se rendre chez les clients pour des visites de quelques heures à quelques jours pour effectuer des réparations sur différents équipements mécaniques, faire des ajustements, de la maintenance préventive et de la résolution de problème « troubleshooting » pour assurer la satisfaction client; Faire l'inspection sur les sites des clients des différents équipements ainsi des visites d'analyse pour des élément de garantie; Effectuer le démarrage de certains équipements standards et spécialisés tel que presses, compacteurs, etc.; Participer à l'amélioration continue des équipements par sa présence aux différentes réunions et aux modifications en chantier; Effectuer des installations ou remplacement d'équipement; Effectuer du dépannage téléphonique; Formation continue sur place. PROFIL RECHERCHÉ Tu possèdes une formation et l'expérience pertinente en mécanique; Tu as un souci du détail, un sens des responsabilités développé; Tu es quelqu'un d'autonome, curieux, fonceur, honnête et fiable; Tu aimes voyager; Tu as un permis de conduire valide; Tu apprécies des horaires flexibles. |
20 Apr. QC |
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Insurance Advisor Life, Health & Wealth
Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.What will you do?Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centres of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentLife/A&S License (HLLQP/LLQP) or the willingness to complete it prior to start dateBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsProfessional sales experience with an entrepreneurial minsdetAn existing network of referrals and approved centres of influenceDigital literacy using a variety of systems and toolsNice to haveBilingual (French & English)Professional sales experiencein the Insurance industryIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring ManagerEVPP2#LI-HybridJob SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:2212 BANK ST:OTTAWACity:OTTAWACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-09-28Application Deadline:2024-04-22Inclusion 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. |
20 Apr. ON |
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Junior Banking Accountant - Maintenance of Financial Records regarding Investment Funds - BNSJP00033097
Location Address: 70 University Ave (Hybrid - 2/3 Days in Office) Contract Duration: Until Sept 30th, 2024 Story Behind the Need ? Business group: The Bank's Fund Accounting team oversees the maintenance of financial records regarding investment funds. Working to ensure accounting records are kept for the investor/portfolio activities. Responsibilities: ? Prepare Net Asset Value calculation per share on a daily basis for assigned funds ? Reconcile general ledgers to subsidiary ledgers and escalate to Senior Fund Accountants/Assistant Manager for outages ? Review and process transactions related to dividends, interest, corporate actions and trades instructed by traders/portfolio managers ? Reconcile and review accounting holdings to custody, investment book of record and prime broker statements. Investigate and resolve any outages. ? Reconcile and review accounting unitholder holdings to transfer agency report. Investigate and resolve any outages. ? Reconcile and review bank statements. Investigate and resolve any outages with internal and external parties to resolve in timely manner ? Review tolerance threshold breaks as outlined in the department policy and communicate any issues to Senior Fund Accountants/Assistant Manager for assistance. ? Participate in problem solving sessions to identify problems and solutions ? Assist in the preparation of tax distribution calculation. ? Complete ad-hoc requests as assigned by the Assistant Manager. Must Have Skills: ? 1-2 years of Accounting Experience ? 1-2 years' experience with Reconciliations (example: Bank statements, accounting holdings, general ledger) ? 1-2 years' experience working with General Ledger (understanding debit/credits) ? 1-2 years' experience working in an admin/office environment (Co-op/intern experience considered) Nice-To-Have Skills: ? Prior Fund Accounting experience ? Experience with Excel - VBA Macros and functional equations Best vs Average: The ideal candidate would be someone with an education in finance/accounting/math and have an understanding of general accounting principals. If the candidate had prior knowledge of fund accounting it would be an asset, as well if the candidate is working towards their CPA or have taken Canadian Security courses this would be taken into consideration. Degrees or certifications: ? Post secondary education in Finance/Accounting/Math is preferred Apply |
20 Apr. ON |
 Web and Windows
Application Development Consultants |
