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Financial Services Sales Representative

Edmonton, Alberta Kyle Houston - Agent for Desjardins Insurance

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Job Description

Job Description

Benefits:

  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement

We are a leading insurance and financial services firm for Desjardins Insurance with two locations in Edmonton. If you are a leader, and want to work with us to continually grow our business then we look forward to your application!

Responsibilities:
  • Work with Manager and Agent to establish strategic and marketing initiatives around life and health insurance
  • Sales and service of life and health insurance products
  • Find new opportunities to grow our life and health book of business
  • Work with Team to educate on multi-line sales
  • Work with Team to Deliver 5 Star Sales and Service experience
  • Deliver on goals with in the group around cross selling / up selling, and many other target based programs
  • Manage a client contact program to enhance our customer's insurance and financial experience
  • Use a customer-focused, needs-based review process to educate customers about insurance options
Job Requirements:
  • Ability to advise and help households manage risk
  • Successful track record of managing and growing business targets
  • Self-motivated
  • Ability to relate to Team Members and customers
  • Strong communication and interpersonal skills
  • Strong work ethic with a total commitment to success each and every day
  • Organized, with the ability to problem solve
  • Attention to detail
  • Strong understanding of social media/technology
  • Ability to motivate and leadership skills
Qualifications:
  • Life / Accident and sickness license
  • Property and Casualty license (must be able to obtain)
  • Management and sales experience (required)
  • Educations in a related field
  • 2 years of relevant experience
  • Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales or service would be an asset

We look forward to your application, only successful candidates will be contacted.

Locations:
North Office: Ave NW Edmonton
South Office: 101-596 Riverbend Sq. NW Edmonton

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Manager, Financial Reporting & Advisory Services

Edmonton, Alberta Treewalk Consulting Inc.

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Job Description

You will work directly with the clients to assist them in meeting their financial reporting requirements, which may include assisting with closing procedures, accounting systems planning, IFRS or US GAAP standards accounting policy research, MD&A preparation, and financial statement preparation. Being a part of the client side is a rewarding experience all while getting to maintain the dynamic nature of working on different client files.

You will feel a ton of ownership over the files you work on. Filing deadlines are a regular occurrence, so being proactive will be a must to be successful in our environment. Overtime is only on a rare occasion. If you are fed up with the 70-hour work weeks during busy season, this will be a great role to transition out of the long hours of public practice. We offer lots of flexibility (including working from home) and a benefits plan, so it is a terrific role for someone who wants work/life balance. Only candidates who are residents of Alberta will be considered for this role.

Unless you can clearly demonstrate strong knowledge in the area of financial reporting, one of the following experiences is a requirement for the role: you have led audit files as part of the pubco group at a small to midsize public accounting firm, or you've held a in financial reporting role within a public issuer.


What will your days look like

  • Preparing financial statements and the management discussion and analysis for quarterly and year end filings for various clients;
  • Completing consolidation and translation files;
  • Assisting clients with financial analysis, preparing financial analysis of various balance sheet and income statement accounts;
  • Monthly variance analysis of corporate costs compared with quarterly forecasts and the annual business plan;
  • Assisting with the annual budget and quarterly forecast process for clients;
  • Bookkeeping on special projects for clients and for some clients regular period ending closing entries;
  • Assisting with year-end audit planning and liaising with the auditors on behalf clients;
  • Assist with continuous disclosure requirements; Common complex accounting issues include accounting for acquisitions, stock based compensation, translations and consolidations

Who We Are

Treewalk is an advisory practice based out of downtown Vancouver specializing in financial reporting and corporate services for public companies. We offer clients a complete service package to assist them in timely and accurate disclosures. Our clients are from all industry sectors and are issuers on the TSX-V, CSE, NASDAQ, and the OTC.

We are one of the fastest growing accounting firms in Canada, and we’ve got some big goals that are going to send us to the top. We are a firm with an anti-firm culture - think tech startup, but accounting. We’re ditching the traditional top-down management hierarchy approach and are leaning into a holacratic system of organizational governance. We are on a journey to become the go-to training place for accountants of all levels who want to work in industry. Our accounting practice specializes in assisting public companies with their financial reporting and accounting needs, and we help private companies navigate the waters of going and staying public. When it comes to clients, we are industry-agnostic. We never shy away from clients in new and emergent industries, and we’ve worked with companies in e-commerce, retail, manufacturing, cannabis, mining, and biotechnology, to name a few. We’ve got a lot on the go, and as far as we’re concerned, the only barrier to reaching our goals is finding exceptional talent to keep building out our team.

Our Core Values

Mastery: At Treewalk, we pursue knowledge. We aspire to be the best at our craft, and we create and pursue opportunities to build on our expertise.

Support: At Treewalk, you're never alone. Teamwork and collaboration are our bedrock, and constant support for each other and our clients is what sets us apart.

Ownership: At Treewalk, we fight to take responsibility. We own our mistakes and our oversights and are relentlessly committed to our responsibility to our colleagues and our clients.

Kaizen: At Treewalk, we don't settle. Kaizen is a business philosophy that means "change for the better", or "continuous improvement". We recognize that nothing is perfect, but we're striving for it anyway.

Requirements

Our ideal candidate.

  • CPA designation required.
  • Significant public company audit and/or financial reporting experience - ideally with small to mid-sized product based companies
  • After the base experience requirements are met, we hire first and foremost, strong analytical and problem solvers.

Assets include.

  • Excel wizard
  • Please note any industries you have specialized in (i.e. mining, oil & gas) in the Indeed question
  • QuickBooks or accounting software. Please list what you have used regularly.
  • CPA (Qualified in the United States)
  • US GAAP experience
  • SEC or Canadian Securities regulators disclosure experience
  • COSO Internal Control Certificate
  • CFA designation
  • IT nerd that could spearhead our IT initiatives
  • XBRL experience
  • Corporate income tax

Benefits

It’s Treewalk For a Reason

  • We will cover your CPA schooling, annual dues, and professional development courses. Better yet, we do not have a clawback policy - if you decide to leave Treewalk at any point, we will never ask for that money back.
  • We’re flexible – we treat our team members like professionals and give them autonomy to exercise their judgment and manage their schedules as they see fit. Get that workout in, run those errands – we trust you to manage your workload and meet those deadlines.
  • We’ve got you covered from Day 1 - your extended healthcare and maternity leave benefits kick in on your first day of work!

Annual Base Salary: $110,000

Annual Bonus Potential: up to $36,000

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General manager - financial, communications and other business services

Edmonton, Alberta Voyager Systems Corp.]

Posted 26 days ago

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Overview Languages

English

Education Experience On site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities Tasks Additional information Work conditions and physical capabilities Personal suitability Benefits Other benefits
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