Total 27 Financial Planner job vacancies in Kelana Centre Point, Malaysia

Job Purpose:  

As Senior Financial Analyst, reporting directly to Finance Director, you will be responsible for providing FP&A support and business partnership. You will be experiencing in dynamic interaction and collaboration with key stakeholders located in different countries across the globe.

Responsibilities:

• Act as primary finance contact to work with business team and liaison with other functional teams [i.e., Operations, Tax, Treasury, Legal, Compliance, RiBS (Shared Services), Controllership, and Center of Excellence]

• Closely monitor and support the financial performance of APJ

• Provide finance guidance to business team regarding financial related matters, including profit leaks, margin enhancement, and business development opportunities

Financial Analysis and Reporting

• Provide complete, accurate and timely financial reporting and business insights to APJ Regional Management and Corporate FP&A, including country and line card performance

• Conduct ad-hoc and monthly financial analysis – Country/Line Card margin, vendor rebate, freight, SG&A, and working capital performance

• Prepare and support APJ regional consolidation and management reporting, including forecasting cycle and annual budgeting process

• Support rebate accrual and reporting, including vendor one-off rebate, vendor rebate for future use (pass-through rebate to customer) and customer rebate

• Support the implementation and roll out of new financial reporting tool and system

• Lead and initiate enhancements to reporting and insight generation

• Commission calculation

Working Capital and Cash Flow Management

• Vendor Receivable (VR) – Work with business team to reconcile one-off vendor rebate and ensure timely collection

• Inventory – Closely monitor inventory level / aging status and drive action plan with business team to ensure proper inventory control in place

• Accounts Payable (AP) – Manage trade payments with suppliers to optimize working capital for month-end / quarter-end cutoff and support payment approval

• Cash Flow Management – Prepare cash flow projection and coordinate with Treasury team for credit facility requirement

Business Partnership

• Serve as finance business partner/trusted advisor and work with various stakeholders to facilitate new business engagement, new vendor/customer enrollment, business decision support, and financial planning/forecasting

• Develop financial model/template to support business opportunities to maintain the margin and ROWC requirements

• Review and understand contractual terms in agreement/statement of work (SOW) along with various stakeholders to articulate financial implications

• Coordinate with Controllership, RiBS, and Tax to ensure proper accounting and tax treatments for business transaction

Knowledge, Skills and Experience:

• Familiar with ERP system, SAP, BW, TM1, and Tableau experience a plus

• High proficiency in Microsoft Excel, Outlook, and PowerPoint

• Good command in English (written and verbal)

• Over 7 years of relevant working experience.  MNC experience preferred.

• IT distribution industry experience a plus

• University graduate with major in Accounting or Finance

• CPA or HKICPA or equivalent qualification highly preferred

• Strong financial discipline, strategic thinking and mindsets

• Strong responsibility sense, positive working attitude, effective communication skills

• Detail-oriented with ability to handle multi-tasks

• Good team player, could work under pressure and self-motivated

• Work independently with minimum supervision

What’s In It For You?

• Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
• Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
• Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
• Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
• Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
• Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At Tec D, a TD SYNNEX Company, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!

About us:

We are a privately owned business with the privilege of working with some of the biggest global brands including Procter and Gamble.  Our vision is to become Australia’s leading Independent grocery sales growth partner.  Cultivating partnerships is of utmost importance to us as we strive to create mutually beneficial outcomes for leading brands, wholesalers, and retailers.  Although we don’t wake up in the morning solely to win awards, we take great pride in the recognition we have received from our valued customers."

About the role:

Reporting to the National Business Manager, you will be responsible for maximising outbound service levels with appropriate inventory levels. You will achieve this by maintaining a robust forecast outlook in Blue Yonder, then managing the end-to-end order through delivery process in line with our trading agreements and mutual targets.  Collaboration is critical to success, with both Metcash and our brand partners.

About you:

Are you passionate about delivering outstanding results in Independents – whether you are an experienced ISP or an analytical person looking to apply their skills – if you are committed to driving outcomes and eager to learn in an agile team, this is the role for you.

You are execution focused and proactive, recognising the critical role and impact that the supply chain plays in maximising profitable sales growth for all Independent channel parties.

Above all, you're a team player who takes ownership of your business, aligning behaviours with our core values.

Ready to achieve your personal and professional goals.  Apply now and be a key player in our success story.

Working Environment:

We have a culture of being in-market, meaning being where customers, retailers and our clients operate. This is the coalface, where the business actually happens and we generate the best creative ideas that deliver sales growth. However, collaborating and sharing knowledge as a team is also vitally important, so we have 3 days where you will split your time between Metcash offices and beautiful office at Walsh Bay right on the water (where there is a free barista and free breakfast!)

Flex is the diversified manufacturing partner of choice that helps market-leading brands design, build and deliver innovative products that improve the world. 

We believe in the power of diversity and inclusion and cultivate a workplace culture of belonging that views uniqueness as a competitive edge and builds a community that enables our people to push the limits of innovation to make great products that create value and improve people's lives. 

A career at Flex offers the opportunity to make a difference and invest in your growth in a respectful, inclusive, and collaborative environment. If you are excited about a role but don't meet every bullet point, we encourage you to apply and join us to create the extraordinary.

Job Summary

The experience we’re looking to add to our team:

• Bachelor’s degree in Finance, Accounting or related field or equivalent experience and training.
• Typically requires a minimum of 6 years related experience.

Here are a few examples of what you’ll get for the great work you provide:

• Medical benefits, dental, vision
• Life Insurance
• Paid Time Off
• Bonuses

#LI-KR40

KR40

Job Category

Finance

Required Skills:

Optional Skills:

Flex is an Equal Opportunity Employer and employment selection decisions are based on merit, qualifications, and abilities. We celebrate diversity and do not discriminate based on: age, race, religion, color, sex, national origin, marital status, sexual orientation, gender identity, veteran status, disability, pregnancy status, or any other status protected by law. We're happy to provide reasonable accommodations to those with a disability for assistance in the application process. Please email accessibility@flex.com and we'll discuss your specific situation and next steps (NOTE: this email does not accept or consider resumes or applications. This is only for disability assistance. To be considered for a position at Flex, you must complete the application process first).

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you will be constantly on-site.
 

How you'll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Centre D'Achats Saint-Jerome

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Base, Customer Service, Digital Literacy, Influencing Others, Outbound Calls, Proactive Approach, Sales, Self Confidence

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success. The financial planning process reviews the clients’ personal circumstances and objectives, and develops appropriate strategies and solutions to meet both their short term and long term needs.

At CIBC we enable the work environment most optimal for you to thrive in your role.  Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Prepare Financial Plans- Provide highly specialized advice and consultation with respect to a broad range of complex financial planning aspects to add value to the client relationship. Offer expertise in strategies and solutions for clients - retirement planning; goal planning; life & wealth protection; milestones & purchases planning; succession planning, and tax planning.
• Industry Expertise- Keep up-to-date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change. Provide expertise in dealing with high value clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short term and long term financial requirements.
• Branch & Sales Support- Promotes financial planning strategies as a way of empowering the Investment Advisors to gather and retain assets, which may be generated by product sales as well as client referrals.  Support market activities targeted at developing new external business sources and prospects. Supports IAs in client annual follow-up meetings as it relates to Financial Planning.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
• You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity
• You can demonstrate experience as a Financial Planning Specialist. It’s an asset if you have your LLQP or STEP designations.
• You’re a certified professional. You have current CFP accreditation and in good standing.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Mississauga-1 City Centre Dr.

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Relationship Management, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, Work Collaboratively

03/14/2024

Address:

595 Burrard Street

Retail Banking Sales & Service

Provides the organizational leadership of the branch network investment sales team with the overall objective of increasing BMO’s market share in financial planning and investment products and services within his/her assigned Region through customer acquisition, retention, and increased share of wallet as well as through the quality and consistency of the customer experience. Drives the successful execution of BMO’s financial planning sales strategy, developing and executing a talent management strategy to optimize the Financial Planner sales force and ensuring exceptional collaboration with and quality referrals to the branch team and Wealth Management based on what is in the best interests of our customers. Contributes to and influences the overall strategic direction as a key partner on the Regional leadership team and a critical collaborator with the P&BB Headquarters team, assisting with the development, delivery, prioritization and implementation of business, technology, sales and service, and people strategies and plans to optimize channel delivery and enhance the customer experience. Works collaboratively with distribution partners in both P&BB and WM to optimize the market opportunity for investment sales growth within the targeted customer base, maximize growth, and deliver a great customer experience. Represents the Bank both externally and internally as an expert resource, responsible for representing the Bank in Divisional media, within Divisional government circles, and in local Divisions internally. Maintains the required internal control standards, including adherence to audit, regulatory and compliance policies and procedures.

• Leads a Financial Planning team within an assigned region to maximize the investment sales market share growth, customer retention and penetration through the flawless execution of the P&BB Investment Sales Strategy including the delivery of a consistent, great customer experience and influencing the development of revisions to the P&BB Investment Sales Strategy over a 2-3 year time frame.
• Reviews progress to plans and develops, communicates, delegates, and actively participates in the implementation of actions necessary to correct internal and external issues affecting the ability to meet annual business plan goals. Provides reliable forecasts and escalate significant issues as appropriate.
• Ensures the effective delivery of national initiatives and programs through establishing the appropriate context, setting direction for subordinates by providing relevant information, establishing goals and setting limits and ensuring approved business objectives and targets of subordinates are achieved.
• Optimizes available resources, including making required trade-off decisions pertaining to deployment of resources and creating sound business cases to request additional resources
• Contributes to and influences the overall strategic direction as a key partner on the Regional senior leadership team. This includes assisting with the development, prioritization and implementation of business, technology, sales and service, and people strategies and plans to optimize channel delivery and enhance the customer experience in Investment Sales.
• Assesses both the competition and market opportunities on a regular basis to identify strengths, opportunities, weaknesses and threats. Makes recommendations to Regional leadership, and HQ partners as appropriate
• Establishes priorities and leads subordinates in the development of business, sales and service, and people strategies within the Regional sales context and prescribed limits.
• Ensures optimal alignment of Regional Financial Planning strategies within the Region.
• Maintains effective communication within the with key stakeholders to ensure strategies and tactics are optimized
• Leads major change initiatives in support of business strategies and ensures the successful implementation.
• Builds and sustains a team of subordinates who are capable of delivering the sales and service, operational and risk management performance required for the Region. Establishes goals, plans and assignments for each subordinate and provides coaching and training as required to assist in the achievement of the plan.
• Maintains a talent mindset and proactively engages in the search for local talent that will enhance the effectiveness, proficiency and productiveness of the team.
• Applies the Bank’s performance management system to subordinates, including establishing goals and objectives, assessing skill/knowledge gaps, allocating resources to achieve objectives and close gaps, assessing personal effectiveness and reviewing and recommending base and variable pay.
• Contributes personally to the Bank’s business objectives through direct market intervention by way of joint sales calls with subordinates, establishing a personal referral network and a variety of business development activities.
• Establishes and enhances the Bank’s profile in the community by participating in worthwhile business and community activities and seeking out and creating opportunities to promote products and services of all Banking Groups. This includes public speaking, presentations, industry events, customer events, employee events, community events, etc.
• Represents the Bank in the Regional business community (customers, industry associations, government, etc.) and plays an active governance role on community boards, as required. Establishes and fosters a positive relationship with members of the local media (consistent with Corporate Communication protocols) to ensure that the bank receives favourable coverage.
• Develops and maintains a Regional information network and leverages knowledge to enhance the effectiveness of the business.
• Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services. Provides feedback to the Regional sales and HQ leadership as appropriate.
• Works collaboratively and effectively with internal partners to leverage sales and referral opportunities to improve share of wallet, acquire new customers, retain existing customers and provide the full financial service offering to customers.
• Ensures effective control, monitoring and reporting procedures are in place to ensure in compliance with internal and external requirement.
• Manages risk and minimize losses through audit, monitoring and controls reports and functions, ensuring compliance requirements, audits and verifications are completed in accordance with Bank Policies and Procedures and regulatory, legal and ethical requirements.
• Monitors controllable non-interest expenses and revenues of the team’s profitability to ensure targets are met or exceeded. Monitor and escalate aspects not under direct managerial control.

  Qualifications:

• Post secondary education
• 5+ years experience in sales and a demonstrated history of successful business development activities including ability to network in external markets
• Experience managing a large direct sales team
• In-depth knowledge of retail investment products and services
• Managerial Leadership (In-depth)
• Strategic Business Planning (In-depth)
• Relationship Management (In-depth)
• Negotiation (In-depth)
• Project Management (Working)
• Sales & Service Management (In-depth)
• Problem Solving (In-depth)
• Risk Management (In-depth)

Compensation & Benefits:

$150,000 - $160,000

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to 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.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.

• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.

• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

Expected End Date

2024-04-30

Job Location

CIBC Square Banking Centre

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

     

JOB DESCRIPTION:

In close collaboration with the Regional Controller, the (Senior) Financial Analyst is responsible for the overall operational discipline related to all Financial Planning and Analysis tasks in the respective country or region. He/she is in charge of coordinating a timely and correct delivery of all financial requirements in close collaboration with the commercial leadership.

In addition to the above base deliveries, the (Senior) Financial Analyst acts as trusted business partner at all commercial levels of the organization and is focused on measurable value creation within his area of responsibility. This includes a high focus on the bottom-line for all of his/her tasks as well as project work which systematically drives the improvement of the bottom-line.

Finally, the (Senior) Financial Analyst is constantly committed to simplification and standardization. He/she helps his/her organization to reach these goals, while ensuring that non-value-adding tasks are systematically eliminated rather than shifted. To achieve these goals, the (Senior) Financial Analyst closely collaborates with the European Headquarter FP&A group and the Abbott Shared Services Organization (SSO).

Responsibilities:

• Responsible for the coordination of the timely and high-quality submission of all financial requests, utilizing the Abbott reporting tools. Ensure strong operational discipline for all finance-driven processes across the organization.
• Provide decision support data to management, enabling them to drive fact-based decision-making
• Provide ongoing standard analysis on all levels of the P/L, mainly revenue, margin and operating expenses. The predominant focus should be on forward-looking analysis and risks/opportunities.
• Beyond the standard, proactively drive new ways of looking at the results and commitments. Closely collaborate with the entire organization to drive value creation through FP&A work. Also identify specific projects together with the regional controller to further drive value creation.
• Act as true business partner across the whole organization. Be perceived as a “go-to” person, while also being very reflected on the key priorities for the organization and the function.
• Support the regional controller on specific interface tasks within the Abbott Matrix (Shared Services Organization,Customer Service, Operations, etc.) as well as with broader controllership tasks (e.g. data support for audits andStatutory closes)

     

The base pay for this position is

N/A

In specific locations, the pay range may vary from the range posted.

     

JOB FAMILY:

Financial Planning and Analysis

     

DIVISION:

CRM Cardiac Rhythm Management

        

LOCATION:

Italy > Milan : Viale Edison 110, Edison Park Centre

     

ADDITIONAL LOCATIONS:

     

WORK SHIFT:

Standard

     

TRAVEL:

No

     

MEDICAL SURVEILLANCE:

Not Applicable

     

SIGNIFICANT WORK ACTIVITIES:

Continuous sitting for prolonged periods (more than 2 consecutive hours in an 8 hour day)

     

     

     

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC, we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.

• Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.

• Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

• You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.

• You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.

• You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire.

• You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

• You’re a certified professional (IIROC - Ontario). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Erin Mills Town Centre Banking

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Prospecting, Client Relationship Management, Customer Experience (CX), Goal Planning, Investment Planning, Lending, Personal Investments, Relationship Management, Retail Credit, Retirement Planning, Retirement Planning Services

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Yonge and High Tech Banking Centre

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

To ensure that financial controls are maintained within Corporate Governance guidelines. To assist the Directorate Accountant with the production of the monthly financial statement. Under the direction of senior staff to have reporting responsibility for specific Directorates or Departments. Production of budgets for specific areas of reporting responsibility. Responding to queries from Directorate and Departmental Managers. To provide supervisory support to Band 3 and Band 2 colleagues. Please note it is a requirement of The Newcastle upon Tyne Hospitals NHS Foundation Trust that all successful candidates who require a DBS for the post they have been offered pay for their DBS certificate. The method of payment is a salary deduction from your first months pay. As a flexible working friendly organisation, we want to be sure that you can work in a way that is best for us and for our patients, and for you. Speak to us about how we might be able to accommodate a flexible working arrangement. If it works for the service, we will do our best to make it work for you.

To ensure that financial controls are maintained within Corporate Governance guidelines. To assist the Directorate Accountant with the production of the monthly financial statement. Under the direction of senior staff to have reporting responsibility for specific Directorates or Departments. Production of budgets for specific areas of reporting responsibility. Responding to queries from Directorate and Departmental Managers. To provide supervisory support to Band 3 and Band 2 colleagues. Please note it is a requirement of The Newcastle upon Tyne Hospitals NHS Foundation Trust that all successful candidates who require a DBS for the post they have been offered pay for their DBS certificate.The method of payment is a salary deduction from your first months pay. As a flexible working friendly organisation, we want to be sure that you can work in a way that is best for us and for our patients, and for you. Speak to us about how we might be able to accommodate a flexible working arrangement. If it works for the service, we will do our best to make it work for you.

To provide professional finance support to Directorates, with particular reference to the Trusts Performance Management Framework. To engage with Clinical Board Director of Operations and Clinical Boards Chairs to develop strategic plans and drive through Directorate CIP efficiencies. To work closely with senior Trust Corporate and/or Directorate Management, providing timely and accurate information and advice to facilitate the effective monitoring and management of the Trusts financial position and to support the decision-making process. To effectively interact with Corporate Finance function, providing information and detail to refine the process. To evaluate and monitor the financial consequence of developments. To play a lead role in the development of financial awareness within the Trust. To ensure that financial controls are maintained within Corporate Governance guidelines. To support the Assistant Finance Director in PFI issues. To be the Senior financial representative on the Trusts Controls Assurance Framework Group to determine the adherence and contribute towards the effective management of this with the ICB and NHSE. Please note it is a requirement of The Newcastle upon Tyne Hospitals NHS Foundation Trust that all successful candidates who require a DBS for the post they have been offered pay for their DBS certificate.The method of payment is a salary deduction from your first months pay. As a flexible working friendly organisation, we want to be sure that you can work in a way that is best for us and for our patients, and for you. Speak to us about how we might be able to accommodate a flexible working arrangement. If it works for the service, we will do our best to make it work for you.

• You will be responsible for the accomplishment of plant improvement and modernization projects.
• You will be working from engineering plans and specifications furnished and any revisions that result from work site inspections and consult with engineers and determine materials required.
• You will prepare an itemized list of materials for procurement according to specifications.
• You will research NSN (National Stock Number) to insure materials required will be available.

Starting at $35.72 Per Hour (WD 8)

• You will do account maintenance and accounting support work requiring a basic understanding of accounting systems, policies, and procedures to examine, verify and maintain and reconcile accounts and accounting data, prepare and analyze reports.
• You will examine documents for accuracy, adequacy of documentation, compliance with regulations by the Government.
• You will review pay, payroll records, and payroll reports pertaining to civilian employees of the Federal Government.
• You will perform work to establish, maintain, correct and close pay accounts for civilian personnel of the Federal Government.

Starting at $42,022 Per Year (GS 6)