221 Emplois pour Junior Finance - Canada

Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What will you do?Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning.Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.Simplify complex strategies to assist advisors.Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.Promote and support a work environment that inspires innovation, creativity, collaboration and diversity.Develop strong internal and external networks and referral sources.What do you need to succeed?Must-haveFive years experience with tax planning for high net worth clients.Five years of relevant experience in all aspects of financial planning.One or more of the following professional designations in Accounting:  CA/CMA/CGA/CPAEffective communication skills both oral and written.Strong analytical and judgment skills.Microsoft Office and financial planning software such as Conquest or Naviplan.Ability to work both as part of a team and independently.Nice-to-haveInvestment and insurance industry knowledge are also strong assets.Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impact Job SkillsAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Job Type:RegularPay Type:SalariedPosted Date:2024-05-08Application Deadline:Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.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.

DUTIES



Accountant (Financial Planning and Budget) and Financial Planning Consultant roles

Do you want to use your accounting and financial planning/analysis skills to make a difference in the public sector? If so, you won't want to miss out on this opportunity to take your career to the next level. Join a team that values your expertise and offers a supportive work environment, a healthy work-life balance, and affordable living in the sunny interior of BC. Thompson Rivers University (TRU) is currently hiring to two positions on the Financial Planning and Analysis team: Accountant (Financial Planning and Budget) and Financial Planning Consultant. See the Position Summary section for more detail on these two roles.

 

Who we are

Thompson Rivers University (TRU) is a comprehensive, learner-centred and sustainable university offering high-quality and flexible education, training, research and scholarship to regional, national and international learners and their communities. TRU offers over 100 undergraduate and graduate programs in the fields of Nursing, Social Work, Education, Computer Science, Science and Law to a highly diverse student population. Located on the traditional territory of the Secwepemc peoples, TRU offers two campuses in Kamloops and Williams Lake and several regional centres in British Columbia’s southern interior.

In line with our vision, “Community-minded with a global conscience, we boldly redefine the university as a place of belonging — Kw’seltktnéws (we are all related and interconnected with nature, each other, and all things) — where all people are empowered to transform themselves, their communities, and the world,” Thompson Rivers University is committed to equity, diversity, and inclusion. 

 

Why Kamloops? 

These positions are based out of TRU’s main campus in Kamloops, which features an abundance of green space and overlooks the North and South Thompson Rivers. Kamloops is a vibrant city that offers a high quality of life for people of all ages, with mild winters, warm summers, and short commutes.  Kamloops boasts an events centre, excellent primary and community health care, an airport, schools, the university, and a WHL hockey team. 

The city is situated between the Coastal and Rocky Mountains, which is the perfect backdrop for some of Canada’s most incredible outdoor experiences. Living and working in Kamloops, you will be minutes away from scenic river trails and parks and a short distance to world-class outdoor recreation in all seasons, including mountain biking and hiking trails, freshwater lakes in the Okanagan and Shuswap and world-class skiing, snowboarding, cross-country skiing, and snowmobiling. Plus, it is only a few hours' drive to major hubs in BC, Alberta, and the United States.

 

Position Summary

The Accountant, Financial Planning and Budget, and Financial Planning Consultant roles play a pivotal role in managing the university's financial planning and budgeting as well as in helping senior leaders make informed decisions in the effective allocation of resources. As a member of the Finance team and reporting to the Manager, Financial Planning and Budget, the roles collaborate cross-functionally to provide financial services, budget planning and other related processes in support of academic and administrative leaders. The roles act as the primary point of contact for a portfolio of departments and provide comprehensive strategic and operational advice, guidance, and support in all facets of strategic resource planning in alignment with the university's mission, vision and values.  The roles also work closely with the Financial Reporting team to provide advice to budget holders that correctly applies generally accepted accounting principles.  In addition, their financial reports, forecasts, analytical reports, budgets, and variances will be essential in monitoring fund expenditures and financial reporting.

The difference between the two roles is that the Accountant role is an entry-level professional role that is suited for a qualified candidate with a lower level of experience.  The Financial Planning Consultant is a mid-level professional role that is suited for a qualified candidate with more extensive and direct experience. 
 




QUALIFICATIONS



Qualifications 

The ideal candidate holds a university degree in Business, Accounting or a related field, supplemented by a Chartered Professional Accountant (CPA) designation and related experience in the budget and financial planning process, preferably in public administration. The ideal Accountant candidate also has a minimum of five years (seven years for the Financial Planning Consultant) of progressive accounting experience in a computerized environment.

Your strong financial background, positive attitude and self-driven approach will make you the ideal fit.

 

What TRU has to offer you

The salary range for this position is $76,125 – $99,151, supplemented by a competitive total compensation package. At TRU you will receive a comprehensive extended health and well-being benefits package along with a defined pension plan and employer-matched contributions. You will be part of a supportive and inclusive work environment and will have the option for hybrid work, along with paid time off, work-life balance and opportunities for growth. Salary placement is commensurate on qualifications.

 

Apply today!

This position will be posted until filled. Please note that we are actively recruiting for this position; for full consideration, apply today.

Thompson Rivers University is strongly committed to hiring based on merit with a focus on fostering diversity of thought within our community. We welcome all those who would contribute to the diversity of our staff, our faculty and its scholarship. 

If you require accommodation support with our recruitment process, please contact TRU People & Culture at TotalRewards@

We thank all applicants for their interest; however, only applicants selected for an interview will be contacted. Please note that preference will be given to Canadian citizens or permanent residents.

 

*Please note that the salary for this position is under review*