At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

• Putting people first and building relationships with intention

• Seeking out and embracing new ideas

• Believing that how we do things is as important as what we do

Role Specifications

Location: Edmonton, AB - Main Banking Centre

CWB Financial Group (CWB) is on a mission to become the best full-service bank for business owners in Canada.

Everyday flexibility. Flexible work arrangements. Hybrid work environments.

It’s a new world, and we are learning to embrace it. Work and life have been connected in new & different ways - for our clients & their businesses too. So, at CWB we’ve been changing the way we work. In fact, we’re still changing. We’re still learning.

Canadian Western Bank (CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services. And we do it together – united, as oneCWB. We are firmly committed to the responsible creation of value for all our stakeholders and our approach to sustainability will support our continued success.

Our highly engaged teams operate within a client-centric, collaborative and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities. And we are building momentum.
 

CWB is a bank built for business owners

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.

The opportunity

Our Real Estate team includes a diverse group of banking professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated real estate banking specialists knows the value of good judgment & relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table!

No day is ever the same. Whether it’s providing proactive client solutions or stellar service support, we’re there every step of the way for our clients to ensure they reach their personal and business dreams. It’s this top service that we are known for.

What a typical day includes

Credit writing and structuring: Day-to-day, you will build and maintain foundational relationships with product partners, clients, other CWB business divisions, practice sound underwriting within Bank policy and guidelines, ensuring all risks are accurately identified and mitigated, and client’s needs are fulfilled!

Risk management: Ensure the safety of the Bank’s funds with detailed loan portfolio management, including strong attention to loan quality, exposure limits and security requirements. Review accounts/services on an ongoing basis acquire compensation for increase in risk, complexity or administration.

Operations & reporting: To review, analyze and approve construction draw requests and interim reports. Minimize loan and revenue loss experience through implementation of programs and procedures to identify and solution problem loans. Ensure required reports and other financial data is received and analyzed promptly in accordance with conditions of loan commitment.

Learning: Although you’ve developed a solid foundation in the real estate industry, you are always identifying trends and growing your knowledge on your next client or business area to achieve ultimate success and strong results from you and your team.

Who we’re looking for & what you’ve done

Over 3 years in a commercial banking environment with vast exposure to real estate lending with a focus on construction financing and land serving deals plus an undergraduate degree in commerce, finance or a related field.

Client Centric: Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Your client centric approach allows you to anticipate clients’ need to go beyond expectations and drive opportunities to genuinely help others while growing business.

Financially savvy: You’re a self-starter, independent and accountable. You’re results-oriented and have a real interest in financial analysis, risk mitigation and finding creative solutions for building business

Relationship driven: Develop and execute a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership with the business.

Credit knowledgeable & risk aware: Strongly established skills in structuring solutions to meet client needs and practice proactive risk management while respecting CWB policies/procedures. Prepare quality credit applications that exhibit well-structured, complete and detailed risk assessment analysis.

Great teammate: Respect CWB values & conduct code. Representing the CWB Brand with honour and integrity in a manner consistent with our culture and values.

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.

Proudly recognized by Great Places to Work in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.

Wellness matters. We offer an award-winning benefits package that includes:

• Hybrid work environments
• Everyday flexibility
• Generous company-funded health coverage
• Health care spending account
• A flexible wellness program
• generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

• Organization wide coaching services
• Mentorship
• Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date:

* Position closes at 12:01am on the close date identified below.

The Allegro team is passionate about providing intelligent solutions that move the world toward a safer and more sustainable future. With more than 30 years of experience developing advanced semiconductor technology, innovation with purpose touches every aspect of our business.  From customer engagement and employee recognition to technology advancement and serving the local communities in which we maintain offices, innovation consistently drives our mission and definition of success. 

JOB RESPONSIBILITIES:

Bank Administration

• Opening/closing of accounts
• Maintain banking relationships
• KYC Updates
• User Maintenance
• Auto-debit authorization
• Banking integration and systems maintenance
• Coordinates with bank personnel for other bank services to be availed and other banking concerns

Treasury Support

• Transfer Pricing review
• Intercompany agreements and transactions
• Cash management and forecasting

Cash Transactions and Bookkeeping Support

• Worldwide payment release role
• Intercompany wire transfers
• Statutory payments
• Prepares and documents all cash transactions
• Prepares daily cash position report
• Prepares journal entries related to cash
• Ensure sufficient funds to meet ongoing operational and capital spending needs
• Assist in cash reconciliations

Insurance

• Support worldwide policies as needed such as car/shipment values, property values
• Manage local policies (European CGLS, Local Property/GL, AMPI Cargo)
• Claim support

SOX Controls

• Implements and executes both key and non-key treasury controls
• Collects and provides evidence of controls for audit purposes
• Assist with debt compliance covenants as needed

Process Improvement Initiatives

• Eliminate manual wires and paper checks
• AME bank account rationalization

Other Support Activities

• Withholding Tax support
• FX efficiency/risk management

MINIMUM QUALIFICATIONS:

• Degree in Finance/Accountancy/Management Accounting/Accounting Technology
• Minimum of 3 to 5 years work experience
• Computer literate (MS Office Applications), advanced proficiency in use of computer, office software and business applications, especially Excel
• Ability to manage and execute tasks in a high-pressure environment
• Recommends improvement on existing process/procedures
• Mastery of systems, analytical tools and data management
• Can design reports and self-service tools business managers will use
• Ability to investigate a problem and find a solution in a timely, efficient manner
• Possesses analytical thinking skills

DFI Company Brief

DFI Retail Group is a leading pan-Asian retailer and operates across four broad formats: Food (including Supermarkets, Hypermarkets and Convenience stores), Health & Beauty, Home Furnishings, and Restaurants. The Group has operations in 12 markets and operates multiple formats in most markets to satisfy different customer segments and trades under well recognised brands.

Key Responsibilities

• Owns fist-level Basis, Security and SAP Application Infrastructure incident-handling
• First point-of-contact for Operational Support and Maintenance for ECC, BW, PI, POSDM and upcoming SAP installations in the group landscape
• Assist in administration of ECC, BW, PI and other SAP installations in support of Implementation Projects
• Assist in SAP Upgrades [including certifications] and System copies;
• Assist in performance tuning of SAP installations;
• Assist in authorization setup and fine-tuning for SAP installations;
• Assist in Language Pack deployments;
• Assist in patching of SAP installations;
• Execute Backup and Restore procedures;
• Execute administration and monitoring of all Linux environments;
• Execute administration and monitoring of all Oracle databases;
• Facilitate all internal and external audits;
• Facilitate SAP License Audits;
• Monitor performance;
• Establish interaction with Local IT when required
• Interact with SAP support when required.

Profession Experience/Qualifications

• Should have at least 3 years of IT Administration experience, 2 years of which focusing on SAP Basis or NetWeaver administration and support
• Experience in installation and upgrades of various SAP installation components such as ABAP, Java, DB and OS layers
• Familiarity with Linux OS platform and Oracle DB platform
• Experience in performing technical configuration and customization in ABAP, JAVA and other layers of SAP application
• Experience in Solution Configuration and Administration with focus area on Automated Technical Monitoring and Change Request Management
• Experience in backup and recovery concept, design and procedure
• Familiarity of SAP Ecosystem, Support Processes, Support Offerings and value-add solutions
• Understanding of HANA system design is added advantage
• Willingness to work on a shifting model
• Willingness to work outside office hours and during weekends whenever required
• Readiness to travel across countries for implementation
• Excellent track record in terms of meeting project tasks and schedules
• Documentation, Presentation, Communication, Service Management and Teamwork skills

Address:

Ensures that funds are properly valued and accounted for via accurate measurement of securities prices and/or positions.

• 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 solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conducts independent analysis and assessment to resolve strategic issues.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Provides input into the planning and implementation of operational programs.
• Prepare valuation models for private companies as required.
• Prepare and present support for monthly valuation meetings as required.
• Prepare valuation models for alternatives investments such as forwards, options, loans, short selling, borrowing or derivatives for oversight purposes.
• Prepare valuation models for alternatives investments such as long/short, blended strategies for oversight purposes.
• Prepare valuation models for alternatives investments across public and private markets.
• Assists with implementation of new clients and special projects
• Assists with system testing for any changes.
• Reviews and processes transactions related to dividends, interest, corporate actions and trades instructed by traders/portfolio managers.
• Assists in the preparation of audit reports, and financial statements.
• Builds effective relationships with internal/external stakeholders and ensures alignment.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically, between 2 - 4 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Experience supporting/valuation of alternatives products and complex securities.
• Growing understanding of the derivatives markets and strategies
• Excellent excel skills to handle large amounts of information and create reports.
• Technical proficiency gained through 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.
• Data driven decision making - In-depth.

We’re 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. 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.

Address:

Job Purpose

The primary responsibility is to complete the independent validation of information through the requirements that are in place, including analytical analysis. This position moves beyond the preparation and validation process to include an inherent analytical perspective of the product, to ensure the integrity of the data that supports the reporting of the financial statement and taxation processes. This position is responsible for preparing financial statement reporting and taxation responsibilities. In addition this position is responsible for ensuring compliance with Company and Regulatory requirements as defined. The focus of this role is on producing results over a 3-6 month timeframe.

Key Accountabilities

• Review the financial statements and ensure they are prepared in a timely and accurate basis and are compliant with the regulatory requirements.
• Review the T3 Returns and ensure they are prepared and filed on a timely and accurate basis and are complaint with the Income Tax Act of Canada.
• Review the T2 Returns and ensure they are prepared and filed on a timely and accurate basis and are complaint with the Income Tax Act of Canada.
• Analyze in detail, the accounting and tax impact of complex corporate actions affecting the funds in a timely and accurate basis.
• Calculate and analyze income and capital gains distributions for the Mutual Fund Trusts, ETFs, Mutual Fund Corporations and Pooled Funds and ensure the calculations are compliant with the Income Tax Act of Canada.
• Calculate and analyze tax factor calculations for each class or fund for T3 unitholder filings.

Skills

• Strong analytical capabilities.
• Should be flexible to multi-task with positive attitude and work as a team player
• The position works under strict deadlines on a daily basis and must be able to work within tight deadlines.
• Good written and oral communication skills
• Good organization skills
• High attention to detail
• Good client service skills

Knowledge

• Extensive Investment Fund Accounting experience
• Strong comprehensive Business knowledge and understanding of the Investment Industry and derivatives
• Strong understanding of the Securities Industry as it relates to the requirements of Financial Reporting and Taxation of Trusts, Corporations and Pooled Funds.
• Fundamental understanding of tax issues as it relates to the Mutual Fund Industry.
• Experience supporting ALT products

Education

• University degree or equivalent
• Accounting designation i.e. CMA or CGA - an asset
• Canadian Securities Course or IFIC designation - an asset

• Operational abilities in automated network and application software tools, including external software.

We’re 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. 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.