Category: financial advisor

Asset Management Specialist – AECOM – Canada

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AECOM Asset Management Specialist in Markham- Ontario
Canada – Ontario- Markham
Job Summary
The AECOM Asset Management team is actively seeking an Intermediate Asset
Management Consultant for immediate employment. This role can be based in
either the Markham or Mississauga- ON offices. In addition to a strong
technical ability- you will have an innovative approach and ability to take on
responsibility- communicate clearly and effectively- be organized and work
collaboratively with other team members. This position is ideal for an
individual who possesses an appropriate balance of both technical ability and
people skills and will be assisting with the following:
Assisting the AECOM Asset Management team in delivering specialist Asset Management consultancy services for a range of public and private sector clients involving a diverse asset portfolio including water and wastewater utilities- municipal- transit- airports and ports- and facilities.

Participate in the establishment of risk-based and fact-based methodologies to address client infrastructure asset management needs.

Development of asset registries- and asset classes and categories.

Development of life-cycle costing and long-term asset management plans for infrastructure assets.

Perform occasional field work to acquire additional infrastructure data or to confirm accuracy of asset data.

Proposal writing and business development.

Beyond the above responsibilities- the successful candidate will:

Participate in the development of solutions to client problems with a focus on financial analysis and capital investment under the guidance of a more senior manager.

Be able to innovate and pursue collaborative- creative approaches and work on exciting engineering and asset management projects and asset related initiatives.

Have the ability to work effectively and competently with people at all levels in the organisation; is a great team member.

Have excellent self-management skills- including working effectively with or without direct supervision- managing and organizing fluctuating workloads in sometimes stressful situations.

Be assigned as a consultant to a wide variety of areas.

Minimum Requirements

Bachelor Degree or Diploma (Sciences- Engineering- Finance- Accounting- etc.) or equivalent experience

2+ or more years of experience

Have practical knowledge in the area of public sector infrastructure with an emphasis on infrastructure asset management- condition assessment procedures- data gathering techniques- data collection and analysis- and system performance monitoring.

Proven working experience as a data analyst would be a plus: high level of proficiency in the use of Excel and database software is a core competency.

Strong analytical skills with the ability to collect- organize- analyse- and disseminate significant amounts of information with attention to detail and accuracy.

Articulate and confident- with excellent presentation skills (both oral and written).

Preferred Qualifications

5+ years of experience would be an asset

Registration as an Engineer in Training

Other post-secondary education in- Mathematics- Economics- Computer Science- Information Management or Statistics would be an advantage

Experience with databases (Access- SQL- etc.)- Geo Information Systems (e.g. ArcGIS) and website maintenance software (Adobe Dreamweaver or similar) would be an asset.

What We Offer

When you join AECOM- you become part of a company that is

pioneering the future . Our teams around the world are involved in some of the
most cutting-edge and innovative projects and programs of our time- addressing
the big challenges of today and shaping the built environment for generations
to come. We ensure a workplace that encourages growth- flexibility and
creativity- as well as a company culture that champions

inclusion- diversity and overall

employee well-being through programs supported by company leadership. Our

core values define who we are- how we act and what we aspire to- which comes
down to not only

delivering a better world – but working to |make amazing happen| in each
neighborhood- community and city we touch. As an Equal Opportunity Employer-
we believe in each person`s potential- and we`ll help you reach yours.

Job Category Engineering

Business Line Water

Business Group Design and Consulting Services Group (DCS)

Country Canada

Position Status Full-Time

Requisition/Vacancy No. 228019BR

Additional Locations CA – Mississauga- ON – 5080 Commerce Blvd

Clearance Required No

Qualified applicants will receive consideration for employment without regard
to race- color- religion- sex- national origin- sexual orientation- gender
identity- disability or protected veteran status.

Small Business Advisor Trainee – Scotiabank – Alberta Canada

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Title: Small Business Advisor Trainee – Lloydminster, AB
Requisition ID: 69633
&nsbp;
Join the Global Community of Scotiabankers to help customers become better off.
 
Location(s): Canada : Alberta : Lloydminster
 
As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Navigating the Path: A Journey as a Small Business Advisor Trainee at Scotiabank

Embarking on a career as a Small Business Advisor Trainee at Scotiabank offers a unique blend of challenges, learning opportunities, and the chance to make a meaningful impact in the world of business and finance. This role is pivotal in assisting small businesses with financial strategies and solutions, ultimately contributing to their growth and success. Let’s delve into what it’s like to begin this journey with Scotiabank.

The Role and Responsibilities

As a Small Business Advisor Trainee, your primary responsibility is to support small business clients in achieving their financial goals. This involves developing a deep understanding of their business needs, analyzing financial statements, and recommending appropriate banking products and services. You’ll learn to assess creditworthiness, manage risks, and provide tailored financial advice that aligns with Scotiabank’s commitment to helping businesses thrive.

Moreover, you’ll play a crucial role in building and maintaining relationships with clients, fostering trust and loyalty through excellent service and proactive communication. Your day-to-day activities may include conducting client meetings, preparing financial reports, and collaborating with team members to deliver comprehensive solutions that meet the diverse needs of small businesses.

Challenges Faced

Working as a Small Business Advisor Trainee at Scotiabank comes with its set of challenges. One of the primary challenges is mastering the intricacies of financial products and services offered by the bank, as well as understanding the unique needs and challenges faced by small businesses in various industries. This requires a strong grasp of financial concepts, attention to detail, and the ability to adapt to changing market conditions.

Additionally, building a client base and establishing credibility as a trusted advisor takes time and persistence. You’ll need to demonstrate empathy, integrity, and a genuine commitment to helping businesses succeed, even when faced with complex financial situations or competitive market pressures.

Perks and Rewards

Despite the challenges, a career as a Small Business Advisor Trainee at Scotiabank offers numerous perks and rewards. Scotiabank is known for its supportive work environment, comprehensive training programs, and opportunities for career growth and development. As a trainee, you’ll receive mentorship from experienced professionals in the industry, gaining invaluable insights and practical knowledge that will enhance your skills as a financial advisor.

Moreover, Scotiabank values work-life balance and offers competitive compensation packages, including benefits such as healthcare, retirement savings plans, and employee discounts. You’ll also have the satisfaction of making a positive impact on the lives of small business owners, helping them achieve their entrepreneurial dreams and contribute to the economic vitality of their communities.

Conclusion

In conclusion, working as a Small Business Advisor Trainee at Scotiabank is both a rewarding and challenging opportunity for individuals passionate about finance, entrepreneurship, and client relationship management. It offers the chance to develop expertise in financial advisory services, gain hands-on experience in a dynamic industry, and contribute to the success of small businesses across Canada and beyond.

If you’re eager to embark on a career path that combines analytical thinking, interpersonal skills, and a dedication to client service, joining Scotiabank as a Small Business Advisor Trainee could be the first step towards a fulfilling and prosperous career. It’s a journey filled with learning, growth, and the satisfaction of helping businesses thrive in an increasingly competitive marketplace.

Contracts Manager – Scotiabank – Ontario Canada

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scotiabank logo canadaTitle: Contracts Manager, Procurement Strategy and Capabilities
Requisition ID: 71658
Join the Global Community of Scotiabankers to help customers become better off.
Purpose
The Contracts Manager is responsible for reviewing, drafting and negotiating a defined scope of third party contracts (typically lower risk) with the guidance on all standard form agreements approved by the Legal Department and, in some instances, will be expected to negotiate directly with third parties until consensus has been reached. The Contracts Manager will escalate to the Legal Department and other control functions, as required to support the timely review and approval/reconciliation of standard form contract variances. This role will be the key liaison between Global Procurement Services (GPS) and the Legal Department on all matters that are specifically managed by the Contracts Management Group. Leading candidates must be excited about working in a flexible environment, collaborating with business partners, and delivering high quality results in a fast-moving workplace.

Accountabilities
Responsible for drafting, negotiating and providing recommendations, revisions, and redrafts of all standard forms of agreements approved by the Legal Department. Standard forms of agreements may include but are not limited to different type of Master Service Agreements, Statements of Work, Non-Disclosure Agreements, Service Agreements, Subscription Agreements, Service Level Agreements, Renewals and Terminations

Acts as a liaison between Scotiabank business units and third party suppliers on specific contractual matters, ensuring timely review and approval/reconciliation of variances
Maintains contract records and documentation such as responses to procurement documents, contract correspondence, contract changes, status reports, and other relevant documents
Ensures signed contracts and implementation obligations are communicated to all relevant parties for ongoing contract visibility and awareness
Educates and provides training to Sourcing Managers and Directors to ensure clear understanding of contract structure and content
Continuously builds strong and good relationships with stakeholders across the organization on behalf of GPS
Directs business stakeholders to relevant internal subject matter experts and providing support, as necessary, to ensure compliance with Scotiabank policies and procedures.
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champions a high performance environment and implements a people strategy that attracts, retains, develops and motivates team members by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team.

Education/Experience

Bachelor’s degree in law, management, business, or related field
Paralegal or Law Clerk certificate/diploma will be considered an asset
5+ years’ previous experience in legal (support) role, project management, financial services, or procurement related field preferably with commercial contract related function.
Proficient computer skills with advanced skills on MS Office applications
Spanish and French skills will be considered assets

Location(s): Canada : Ontario : Toronto

As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Financial Advisor – Scotiabank – Quebec Canada

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scotiabank logo canadaTitle: Financial Advisor – 444 Boul. Curé-Labelle, Laval, Québec
Requisition ID: 71479
Join the Global Community of Scotiabankers to help customers become better off.
What your role will be…
Financial Advisor
 
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
 
What you’ll be doing…
 
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey

by:
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
Nurturing strong, long-standing relationships
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

The appetite and drive to build strong customer relationships and deliver excellence customer service
The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
To uncover and solve for customers’ needs
Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
A competitive compensation and benefits package.
An organization committed to making a difference in our communities– for you and our customers.
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
You’ll receive clear, transparent criteria to progress in your career.
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Quebec : Laval

As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Portfolio Administrator – Scotiabank – Nova Scotia Canada

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scotiabank logo canadaTitle: Portfolio Administrator, Private Investment Counsel – Halifax NS (18 Month Contract)
Requisition ID: 66288
Join the Global Community of Scotiabankers to help customers become better off.
Job Purpose
To work closely with the Portfolio Managers and Associate Portfolio Managers in the management of the overall book of business by providing effective and efficient client service. The role is a dedicated client servicing support role, designed to create capacity and answer client queries.
 
The incumbent understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures.
 
Key Accountabilities
 
Client Service
Responding to client inquiries in a timely, responsive and approachable manner, including executing on client cash management requests
Providing clients with timely updates and information
Preparing routine client correspondence and ad-hoc, customized client reporting
Coordinating and managing the client onboarding processes
Maintaining accurate client information and files
Following up with clients on missing documentation
Reviewing processes and providing recommendations to improve the client experience, add more value and enhance efficiencies

Staying abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
Consistently delivering the desired client experience during all client interactions
Using strong knowledge of the Bank’s, Scotia Wealth Management and Private Investment Counsel’s diverse products and services, to ensure the client’s needs are well understood and documented
Ensuring a comprehensive understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue
Consistently executing on Scotia Wealth and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database

Support Portfolio Manager/Associate Portfolio Manager
Preparing and customization of client portfolio reports
Preparing material for PM/APM for client annual reviews
Resolving client issues expeditiously and accurately and/or escalating problem situations to PM/APM when appropriate
Responding to PM/APM and Senior Management inquiries on a timely basis
Partnering with all internal product/service business partners to ensure client needs are met
Actively supporting the implementation of client wealth strategies

Risk Management/Compliance
Minimizing the Bank’s exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
Supporting the Portfolio Managers and Associate Portfolio Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
Adhering to bank and firm standards, policies and business practices to ensure that Private Investment Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures

Team Membership
Contributing to the effective functioning of the Private Investment Counsel team
Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
Building effective working relationships across the team and with various business line, internal and external stakeholders
Maintaining a high level of client service
Facilitating a culture of open and honest communication
Actively participating and contributing to coaching sessions, touchbases and team meetings
Encouraging the generation of new ideas and approaches
Actively sharing knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan.

Functional Competencies

Investment management knowledge
Strong relationship management skills
Proficient in providing support to investment management and/or business development activities
Strong interpersonal, communication & listening skills
Results/Goal achievement oriented
Self- motivated and disciplined
Executes with Integrity
Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate.

Education/ Experience

University Degree (Business, Economics, Accounting, Finance), College Diploma or equivalent
CSC would be an asset
Two years industry experience

Location(s): Canada : Nova Scotia : Halifax

As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Financial Advisor – Scotiabank – Novia Scotia Canada

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scotiabank logo canadaTitle: Financial Advisor – Elmsdale (Mobile Southwest NS)
Requisition ID: 69664
Join the Global Community of Scotiabankers to help customers become better off.
What your role will be…
Financial Advisor
 
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
 
What you’ll be doing…
 
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
Nurturing strong, long-standing relationships
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

The appetite and drive to build strong customer relationships and deliver excellence customer service
The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
To uncover and solve for customers’ needs
Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
A competitive compensation and benefits package.
An organization committed to making a difference in our communities– for you and our customers.
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
You’ll receive clear, transparent criteria to progress in your career.
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.
#in-fa

Location(s): Canada : Nova Scotia : Bridgewater || Canada : Nova Scotia : Elmsdale || Canada : Nova Scotia : Kentville

As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

Financial Advisor – Scotiabank – Quebec Canada

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scotiabank logo canadaTitle: Financial Advisor – 3064 Boul. St-Charles, Kirkland, Quebec
Requisition ID: 71601
Join the Global Community of Scotiabankers to help customers become better off.
What your role will be…
 
Financial Advisor
 
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing…
 
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:
 
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
Nurturing strong, long-standing relationships
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

The appetite and drive to build strong customer relationships and deliver excellence customer service
The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
To uncover and solve for customers’ needs
Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
A competitive compensation and benefits package.
An organization committed to making a difference in our communities– for you and our customers.
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
You’ll receive clear, transparent criteria to progress in your career.
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Quebec : Montreal

As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.