Your new company

My client, a well established pensions company based in the Chesterfield area, are looking for a dedicated and detail-oriented full-time Finance and Payroll Officer to join their team. This is a fantastic opportunity to be part of a growing team where you can further your career and thrive in a fast-paced department.

Your new role

The Finance and Payroll officer will be responsible for maintaining the financial transactions of the general accounting processes within the area of pensions and to ensure that a professional and efficient administration payroll service is provided.

• Input of payments to accounting and banking systems
• Preparation of and keying of journals
• Carrying out of ledger and bank reconciliations
• Reconciling and requesting scheme contributions
• Maintenance of various bank accounts in accordance with the client requirements and arrange funding as required
• Administration and reconciliation of member AVC investments
• Liaise with various 3rd parties
• Process Members' pension benefits based on their entitlements under the rules of the pension scheme and legislation
• Update relevant pension administration databases and systems
• Communicate pension payment information to members, both verbally and in writing, and to answer members' queries.
• Maintain systems to ensure accuracy of information and the corresponding correct pension payments.
• Document work processes and provide assistance to the other members of the Pension Administration teams
• Provide and assist with "on the job" training to the team, as required.
• Assist with one-off projects
• Advise and liaise with external organisations/clients on pension adjustments, payments and communications.
• Undertake work in different teams within Pension Administration according to business needs.
• Undertake specific additional roles, dependent upon the team in which they are working.
• Other duties, as required.

What you'll need to succeed

• Experience in a payroll and pension role in the education sector.
• Experience in accounts, journals and reconciliations.
• Well-developed IT skills, including the use of internal systems for inputting and reporting, MS Word and Excel.
• Detailed knowledge and understanding of payroll systems, taxation, National Insurance, and pension administration.
• Excellent oral and written communication skills.
• The ability to manage competing priorities and take effective action to deal with these.
• The ability to work on his own initiative and to meet tight deadlines.
• Attention to detail, excellent time management, and organisation
• AAT Part Qualified (Preferable)
• Experience in pension software (Preferable)

What you'll get in return

• Bonus: Between 3-7% based on individual performance
• Pension: 10% employer with up to 5% matched additional contributions (i.e. 5% ee / 15% er)

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Are you at the top of your finance game but seeking a new challenge?
Do you take pride in driving growth and leaving your mark on an organization?
Ready to be part of a high-growth journey with a future-focused company?

The Company

Our client might be an SME but they have big growth plans and are ready for someone to bring their financial expertise to take them to the next level. This company is at the forefront of modern architecture, known for delivering award-winning architectural facades through their unique, 3-dimensional product designs. Since 1997, they have combined manufacturing excellence with creative innovation to build a reputation that sets them apart in the industry, bolstered by patented products that offer a distinctive competitive edge. With a solid turnover of $13M and plans to scale to $50M, they are poised for significant growth, including export opportunities.

Are you a seasoned Financial professional with the drive, experience, and strategic acumen to help steer the business towards its ambitious growth targets?

The Job

• Overseeing all aspects of financial operations, including accounts payable, receivable, invoicing, and credit reporting
• Producing monthly financial reports, lodging BAS, and maintaining compliance
• Leading day-to-day finance department operations and optimizing processes for efficiency
• Assisting with potential mergers and acquisitions
• An understanding of the manufacturing sector would be useful to inform strategic financial decisions
• Demonstrating commercial and financial acumen to influence decision-makers and impact company performance

Who We’re Looking For: 

The ideal candidate is a Finance Manager or Financial Accountant with a minimum of 10 years of experience, whether you have worked in a bigger business or in SMEs you will enjoy the challenge of taking this business to the next level. You are hands-on and thrive in fast-paced environments, skilled at balancing strategic oversight with the practicalities of managing daily financial operations.

Key Attributes:

• Business acumen: Proven ability to influence and challenge senior leaders
• Creativity: Think quickly and innovatively when addressing financial challenges
• Drive: Persistence and determination in chasing opportunities and delivering results
• Efficiency: A systems-driven approach to process improvement
• High energy: Focused, determined, and able to drive performance across the finance function
• Continuous improvement mindset: A thirst for learning and developing new ways to optimize finance operations
• Track record of success: Demonstrated year-on-year performance growth in previous roles

What’s in It for You?

This is a rare opportunity for a senior finance professional who wants to make a lasting impact on a high-growth business. 

They offer an executive-level salary package at $140,000 - $160,000 (doe) and bi-annual profit share, and you’ll have the autonomy to shape the future of the finance department. With a committed, results-driven team behind you and significant growth potential ahead, this is the perfect role for a finance leader who wants to leave a legacy.

If you’re ready to take the reins, drive change, and leave a lasting legacy, this is the perfect opportunity to showcase your expertise.

Submit your cover letter detailing your extensive experience and interest in this high-impact opportunity, and become part of a forward-thinking team that values innovation, results, and growth.

Your new company
My client, a well established pensions company based in the Chesterfield area, are looking for a dedicated and detail-oriented full-time Pensions Finance and Payroll Administrator to join their team. This is a fantastic opportunity to be part of a growing team where you can further your career and thrive in a fast-paced department.
Your new role

• Process starter and leaver pension forms for the end-to-end payroll cycle in collaboration with the payroll bureau.
• Process contract variation forms and leavers.
• Manage the payroll/pensions inbox, responding to employees in a timely and professional manner.
• Upload weekly and monthly pension reports.
• Handle enquiries from employees, management, and external contacts.
• Maintain up-to-date and comprehensive guidance notes on pension procedures.
• Assist auditors as required.
• Provide reports as needed.

What you'll need to succeed

• Experience in a payroll and pension role in the education sector.
• Recent experience of administering a large computerised payroll.
• Experience of delivering a high-quality, responsive, and supportive pension administrative service in a fast-paced environment.
• Well-developed IT skills, including the use of internal systems for inputting and reporting, MS Word and Excel to an advanced level, databases, mail merge, and email.
• Detailed knowledge and understanding of payroll systems, taxation, National Insurance, and pension administration.
• Good understanding of accounting principles and their application to payroll and pensions.
• Excellent oral and written communication skills, including the ability to write formal reports and letters to a high standard.
• The ability to manage competing priorities and take effective action to deal with these.
• The ability to work on his own initiative and to meet tight deadlines.
• Attention to detail, excellent time management, and organisation

What you'll get in return

• Bonus: Between 3-7% based on individual performance
• Pension: 10% employer with up to 5% matched additional contributions (i.e. 5% ee / 15% er)

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Are you looking for a new finance role within the education sector?

Are you passionate about numbers, meticulous with spreadsheets, and ready to make a difference in education?

If so, you might be the perfect candidate for our interim part-time finance officer job based on the Fylde Coast!

We are currently supporting this friendly and innovative high school recruit a temporary finance officer on a part-time basis. You will play a crucial role in ensuring the smooth financial operations of the school alongside the School Business Manager, from invoicing, to supporting parents with payment apps to working on various systems including SIMS and Excel.

This finance role is to start in September 2024 on a part-time basis, 3 days a week.

Your new role

• Inputting invoices and orders onto FMS.
• Organise and maintain computerised and manual systems for the storage and retrieval of information and documents.
• Record and accurately log all transactions.
• Generate purchase orders and process invoices for payment.
• Supporting with the use of ParentPay.

What you'll need to succeed

• Relevant finance qualifications or at least 12 months experience within a similar role within a school.
• Excellent IT Skills, including using Excel and School Systems.
• Excellent attention to detail and accuracy.
• Ideally previous experience of working in an educational setting.

What you need to do now

If you're interested in this Finance Officer role in the Fylde coast/Blackpool area, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Aspire Software is looking to hire an experienced and dynamic Finance Manager Australia to join our team in Australia!

The Finance Manager Australia will report to the Director of Finance in North America. This successful Finance Manager Australia will coordinate and manage period-end close, budgeting and forecasting, statutory audits, and integrations of new businesses and ensure accurate financial reporting and analysis for a portfolio of acquired companies, as well as lead projects impacting their accounting and provide guidance on the more complex accounting issues. The current portfolio is 8 Australian software companies with annualized revenues of circa 40MM-USD.

Here is a little window into our company: Aspire Software, the operational arm of Valsoft Corp, operates and manages Valsoft’s global portfolio of wholly owned software companies, providing mission-critical solutions across multiple verticals. By implementing industry best practices, Aspire delivers a time-sensitive integration process, and the operation of a decentralized model has allowed it to become a hub for creating rapid growth by reinvesting in its portfolio.

Our motto is 'Be Humble, Stay Hungry!'

The successful candidate will work in a hybrid work model from either our office in Adelaide or Melbourne, with occasional ad-hoc travel across Australia and the rest of the world required!

What Your Day Will Look Like:

• Drive the financial planning of Australian companies by analyzing the performance and risks of the assets
• Set targets for and supervise all accounting and finance personnel (Accounting, FP&A, AR, AP)
• Working closely with the Managing Directors to understand their business and needs
• Prepare monthly, quarterly, and annual financial reports
• Build and manage monthly, quarterly, and annual forecasts and track KPIs
• Monitor and analyze the performance strategies to identify areas of opportunity respond with action plans to ensure execution to meet and exceed financial targets
• Monitor the financial health of the portfolio and ensure positive cash flow
• Lead and organize the annual statutory audits and ensure all fillings are completed
• Develop strategies to increase return on investment and profitability
• Oversee and review accounting tasks, including tax and compliance
• Ensure effective financial internal controls and continually evaluate established policies and procedures
• Collaborate with the integration team of newly acquired companies by producing opening balances, complete financials, and onboarding on Valsoft finance procedures
• Maintain high-level interaction with the corporate finance department
• Actively participate in the processes related to the sale or acquisition of companies
• Manage a local Finance team

About You:

• A qualified Financial Accountant with at least a bachelor's degree or above in Accounting, Finance, Economics or similar is essential
• 8+ years of experience in a similar role, including at least 3+ years in team management, is essential
• Ability to manage risks by ensuring that effective and efficient internal controls are in place without compromising operational efficiency and flexibility
• Extensive knowledge and skill in multiple disciplines to be able to integrate them effectively and a capacity to understand and interpret conflicting goals and needs of diverse groups
• Fast learner and adaptable – time management skills and ability to meet deadlines
• Working knowledge of Oracle NetSuite ERP (or similar) is considered an asset
• Ability to visualize efficient processes and implement them
• Excellent organizational skills and time management
• Excellent verbal and written communication skills
• Advanced knowledge of MS Excel
• Being fluent in English, both written and verbal, is essential
• Must be legally authorized to work in Australia

For information about Aspire Software, please visit our website at www.aspiresoftware.com

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

Our client, an established and privately owned manufacturing business based on the Fylde coast are currently looking to recruit an experienced Accounts / Finance Assistant. With a reputation for delivering high quality products and high levels of customer service and satisfaction this is an exciting opportunity to join an organisation with exciting growth plans.

Covering all aspects of day-to-day finance, this varied role would be well suited to a competent finance/accounts individuals who are keen to grow and develop alongside a business.

Key responsibilities and Duties will include:

• All aspects of sales and purchase ledger
• Payment runs
• Supplier statement reconciliations
• Weekly bank reconciliations
• Manage overdue debtors and outstanding queries
• Production and distribution of Sales Invoices
• Processing employee expense claims
• General accounts administration
• Generation and running of monthly payroll
• Assist with the preparation of monthly financial reports

Experience and Skills Required:

• Previous experience in a similar capacity as a Finance / Accounts Assistance or Purchase Ledger environment
• Previous experience within a fast-paced engineering or manufacturing environment
• High attention to detail with the ability to take ownership of the role
• Strong knowledge of financial regulations and accounting processes
• Excellent numerical skills and attention to detail
• Strong IT and MS Excel skills

Our client, an established and privately owned manufacturing business based on the Fylde coast are currently looking to recruit an experienced Accounts / Finance Assistant. With a reputation for delivering high quality products and high levels of customer service and satisfaction this is an exciting opportunity to join an organisation with exciting growth plans.

Covering all aspects of day-to-day finance, this varied role would be well suited to a competent finance/accounts individuals who are keen to grow and develop alongside a business.

Key responsibilities and Duties will include:

• All aspects of sales and purchase ledger
• Payment runs
• Supplier statement reconciliations
• Weekly bank reconciliations
• Manage overdue debtors and outstanding queries
• Production and distribution of Sales Invoices
• Processing employee expense claims
• General accounts administration
• Generation and running of monthly payroll
• Assist with the preparation of monthly financial reports

Experience and Skills Required:

• Previous experience in a similar capacity as a Finance / Accounts Assistance or Purchase Ledger environment
• Previous experience within a fast-paced engineering or manufacturing environment
• High attention to detail with the ability to take ownership of the role
• Strong knowledge of financial regulations and accounting processes
• Excellent numerical skills and attention to detail
• Strong IT and MS Excel skills

Proud member of the Disability Confident employer scheme

Our client, an established and privately owned manufacturing business based on the Fylde coast are currently looking to recruit an experienced Accounts / Finance Assistant. With a reputation for delivering high quality products and high levels of customer service and satisfaction this is an exciting opportunity to join an organisation with exciting growth plans.

Covering all aspects of day-to-day finance, this varied role would be well suited to a competent finance/accounts individuals who are keen to grow and develop alongside a business.

Key responsibilities and Duties will include:

• All aspects of sales and purchase ledger
• Payment runs
• Supplier statement reconciliations
• Weekly bank reconciliations
• Manage overdue debtors and outstanding queries
• Production and distribution of Sales Invoices
• Processing employee expense claims
• General accounts administration
• Generation and running of monthly payroll
• Assist with the preparation of monthly financial reports

Experience and Skills Required:

• Previous experience in a similar capacity as a Finance / Accounts Assistance or Purchase Ledger environment
• Previous experience within a fast-paced engineering or manufacturing environment
• High attention to detail with the ability to take ownership of the role
• Strong knowledge of financial regulations and accounting processes
• Excellent numerical skills and attention to detail
• Strong IT and MS Excel skills

Proud member of the Disability Confident employer scheme

The Recruitment Co are currently recruiting for an Finance Administrator to work for an established, growing business in the Blackpool area. This position will be in the first instance a 2 month temporary contract with the view to going permanent for the right candidate.

Finance Administrator salary: £12.50 per hour

Finance Administrator hours: 8am - 4.30pm Monday to Thursday (30 hours per week)

Finance Administrator Roles and responsibilities:

• Quality returns
• Expense processing
• Order processing
• Invoicing
• General administration queries as and when required

Skills / Qualifications Required

• Past purchasing / financial administrative experience
• Strong personable skills
• Adaptable mindset

If this sounds of interest, please do feel free to apply through the link below, or alternatively please do get in touch on 01253 751511, or drop me a message on LinkedIn - www.linkedin.com/in/harry-greenhalgh/ and I will be happy to discuss further!

The Recruitment Co. is an equal opportunities employer and we're committed to diversity and inclusion in the workplace.

Approved Remote States

1.     Arizona

2.      Florida

3.      Georgia

4.      Idaho

5.      Indiana

6.      Iowa

7.      Maine

8.      Michigan

9.      South Dakota

10.   Texas

11.   South Carolina

12.  North Dakota

13.   Wisconsin

14.   Tennessee

Position Summary: 

The Insurance Billing Specialist’s main focus is to obtain maximum and appropriate reimbursement for Bozeman Health and all related entities,  hospital (HB) and/or professional (PB) claims from third party payers.  Supports the timely development and accurate submission of claims to third party payers to include insurance follow-up related to no response, returned claims, denied claims, or claim edits preventing claim submission, submitting corrected or replacement claims, and combining hospital accounts in accordance with payer billing policies.   Monitor, resolve or escalate payer denials, returned claims, claim edits, correspondence and report payer claim processing behavior to assist with identifying systemic issues that may require process improvement to strengthen the health of the Revenue Cycle as well escalating identified concerns to the HB or PB Supervisor.   Collaborate and coordinate with other Revenue Cycle functions or departments to resolve DNBs, claim edits, denials that are preventing  timely claim submission or appropriate reimbursement.  Prioritizes and completes accounts routed to billing WQs to reduce accounts receivable days and escalates high-dollar accounts or systemic issues to either the HB or PB Billing supervisor for resolution.   

Minimum Qualifications:

• High School Diploma or Equivalent
• One (1) year of general or medical office experience
• Preferred: Epic experience
• Preferred: Completion of program in medical billing degree or certification program
• Preferred: Two (2) years of healthcare hospital and/or professional billing experience

Essential Job Functions:

• Submits timely and accurate claims to primary, secondary, and tertiary insurances for both electronic and paper submission
• Follows up on applicable No Response WQs and Rejected Claims WQs through phone contact or written correspondence to ensure that no account reaches 180 days old from discharge date and still due by insurance, regardless of dollar amount
• Reviews accounts by verifying that reimbursement amounts are appropriate, coordination of refunds, if appropriate, and submitting adjustments for approval when necessary, routes claims for appeal, resubmits claims, or moves balances from insurance responsibility to patient responsibility when appropriate
• Ensures that claims have appropriate information on them for submission to insurance companies or agencies by reviewing claim edit WQs and other prebilling insurance WQs and escalates systemic issues identified to supervisor
• Assists Customer Service with claim processing questions
• Identifies and escalates concerns regarding claim processing to Billing Supervisor

Knowledge, Skills and Abilities

• Demonstrates sound judgment, patience, and maintains a professional demeanor at all times
• Exercises tact, discretion, sensitivity, and maintains confidentiality
• Performs essential job functions successfully in a busy and stressful environment
• Learns current and new computer applications and office equipment utilized at Bozeman Health
• Strong interpersonal, verbal, and written communication skills
• Analyzes, organizes, and prioritizes work while meeting multiple deadlines
• Works varied shifts as scheduled and/or needed

Where compassion meets innovation and technology and our employees are family.

General Purpose of Job:

The Insurance and claims specialist performs a variety of Risk Management support duties to assist the Risk Management Director and Legal Department with the development and maintenance of the enterprise risk management program in manner that fulfills the mission & strategic goals of the organization. The Specialist will assist with the insurance program and claims management, and provide administrative support to the Risk Department. Briefly describe the job’s primary purpose or contribution to the department or organization.

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  This job description is not intended to be all-inclusive; employee will perform other reasonably related business duties as assigned by the immediate supervisor and/or hospital administration as required.

Insurance and Claims

• Maintains in-depth knowledge of Driscoll’s insurance programs.

• Assists with maintenance of corporate insurance program and annual renewal process.

• Facilitate and Coordinate certificate and verification of insurance

• Communicate with and maintains loss runs for external insurance brokers, insurers, auditors, actuarial analysts.

• Assists with managing claims and lawsuits and determining appropriate coverage source.

• Facilitate claims history and insurance coverage verifications

• Maintain litigation files and assist with document/evidence review and other information to be used in the preparation of litigation, claims and departmental, facility, executive and/or board reports.

• Process non – reportable small claims

• File and facility claims with insurance carriers

• Facilitate on-site risk and insurance inspections and assessments

Risk Management Responsibilities

• Coordinates periodic in-services for employees and medical staff regarding health care risk management related topics and participate in other special activities, functions and/or events, e.g., education classes, safety fairs, etc.

• Provides administrative support to the Risk Management Director.

• Performs clerical support activities such as scheduling and attending meets, preparing materials for presentations, scheduling appointments, compiling and publishing risk management activities, purchasing and supply requisitioning and composing routine letters and correspondence.

• Review and revise documents and reports as requested.

• Other duties as required.

Education and/or Experience:

• Associate's degree or equivalent from two-year college or technical school; or one year related experience and/or training; or equivalent combination of education and experience, 

• Strong computer skills required (Microsoft Office, Word, Excel, Visio, report writing, including using databases)

About frank green

frank green isn’t a person, it’s a philosophy. We are frank about living green.

Our purpose is to stop single-use plastics. So, we create beautifully designed, functional, and innovative sustainable products that fit into your life, that you love to use and reuse, over and over again. Because we want to give people around the world the power and desire to make easy, sustainable change.

Your New Role

As the Finance Business Partner - Sales, you'll serve as the crucial link between finance, sales, and marketing, ensuring alignment of financial strategies with the dynamic objectives of our Sales and Marketing Teams. Primarily based at our head office in South Melbourne, you will also be spending time at our Warehouse in Dandenong South.

Reporting directly to the Head of Finance, you'll play a pivotal role in guiding short and long-term financial planning, overseeing budgets, providing insightful analysis, and collaborating closely with cross-functional teams. Your ability to cultivate strong relationships with our sales and marketing teams will be instrumental in driving financial and strategic success within our organisation.

Your Day to Day

• Gather and synthesise data for Profit and Loss (P&L) analysis.
• Engage in scenario planning to navigate potential financial scenarios.
• Spearhead development of comprehensive fixed budgets, collaborating with sales and marketing teams.
• Monitor month-to-month execution of plans, balancing revenue and expense management.
• Craft detailed monthly, quarterly, and annual management reports.
• Analyse financial and operational data to provide actionable insights.
• Prepare and present reports to executives and/or the Board of Directors.
• Create robust financial forecasts spanning 4-18 quarters.
• Conduct regular re-forecasting incorporating real-time market dynamics.
• Provide ad-hoc analysis and strategic recommendations to management.

Your Skills

• CA or CPA Qualified.
• Mastery of financial principles including budgeting, forecasting, and analysis.
• Strong analytical capabilities to distil complex data into actionable insights.
• Excellent communication skills for translating financial information to non-financial stakeholders.
• Proven ability to collaborate seamlessly with cross-functional teams.
• Adaptability to navigate evolving business conditions and shifting priorities.
• Proficiency in financial modelling, data analysis tools, and enterprise-level financial software.
• Track record of fostering strong business partnerships, especially with sales teams.
• Advanced problem-solving skills and experience with NetSuite and BI tools advantageous.

The Perks

• A culture of smart, engaged, values driven people, where everybody’s voice matters.
• Staff discount on frank green products.
• Celebration birthday day off as paid leave.
• Plenty of autonomy and opportunity to grow.
• Fun and inclusive staff events and celebrations.
• Dog friendly offices.

Our Culture:

At frank green, we strongly believe in diversity and inclusion, and we make sure that our people feel welcome and our culture incorporates everyone's perspectives and experience.

We're creative, pragmatic and driven by the pursuit of “anything is possible”, but there's enjoyment in every meeting because we thoroughly enjoy the work we do and the impact it has. We're constantly growing, learning, adapting, and trying new things.

To Apply

We are always excited to hear from passionate, talented people. If this position sounds like your next job hit APPLY NOW!

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 lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional client experience. As a people leader, you’ll hire, develop, and coach your team, inspiring them to perform at their best. You’ll think and act like an owner by helping clients and team members succeed, finding ways to fuel the right kind of revenue growth and taking accountability for results. You’ll make a difference by supporting new and existing clients as they 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 experience - Lead by example and show your team how to deepen client relationships, and meet client financial needs while providing a high standard of service. Go above and beyond to advocate CIBC within the community to develop new and existing client relationships. Encourage employees to quickly resolve client complaints, and to escalate when necessary.
• Results oriented leadership - Create a culture of teamwork so clients are served by those best able to meet their financial needs. Monitor the Banking Centre’s business performance and put action plans into place to close any gaps. Work as one team with all partners to maximize market opportunities, and increase the Banking Centre’s overall performance. Manage and minimize risk to safeguard our bank, clients and shareholders.
• People leadership - Lead and coach a high performing team of Leaders, Advisors, and Representatives to deepen client relationships and deliver the right kind of growth. Provide meaningful development opportunities for employees and advocate for CIBC within the community to recruit employees who share and demonstrate our values.

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'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 are a caring and accountable leader. You’re passionate about developing and growing team members abilities. You have experience providing coaching and hands on support to meet team goals.
• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth Management Essentials (WME); or Certified Financial Planner (CFP).
• 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

Employment Type

Weekly Hours

Skills

Address:

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

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.