Financial Management Advisor

1 day ago

Victoria, Canada PSD Full time

**About PSD Citywide**

PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader that specializes in enterprise asset management and financial budgeting for municipalities. Over our years of experience, we have developed cutting-edge software solutions for our client’s asset management and financial budgeting needs, leaving behind mature and manageable programs making positive impacts in local communities.

**Description**

This position is responsible for delivering Financial Advisory services for PSD Citywide clients. The advisor helps clients with best practices on accounting, financial planning, policies, and processes to effectively support finance departments. It is expected the advisor has the skills and experience to coordinate and deliver financial planning, reporting, and accounting services to meet client expectations.

As we continue to grow, we are seeking a full-time Financial Management Advisor to join our dynamic team. **This is a full-time remote based position within Canada.** The ability to travel occasionally will be required in this role.

**Responsibilities & Duties**
- Act as Project Manager and effectively lead and assist with client engagements in the execution of Financial Advisory projects.
- Address client challenges leveraging your strong technical skills, enabling competencies, and accounting experience.
- Maintain proficiency in the public sector accounting standards (PSAS), government financial legislation and best practices applicable to the client base.
- Knowledge of best practices in financial management, policy and strategy development for clients.
- Manage multiple tasks and deadlines and prioritize workloads.
- Analyze client financial data and information to conduct lifecycle costing and forecasting.
- Produce new and creative analytic solutions that will become part of PSD’s core deliverables.
- Support PSD’s Asset Management team with financial analysis.
- Support clients in the implementation of financial management improvement initiatives.
- Support the delivery of financial advisory presentations to clients.
- Support internal and external stakeholders to ensure project timelines are being met.
- Deliver workshops, seminars and presentations to local government clients and attend industry conferences.
- Utilize internal Project Management Software to communicate, manage scope and track progress throughout the client engagements.
- Travel to clients throughout Canada and the USA to provide on-site project work.
- Other duties as assigned.

**Qualifications**
- Post-secondary education, such as a bachelor’s degree in Business, Accounting or similar discipline required.
- 3+ years of progressive professional experience in finance, accounting and/or assurance role.
- Completed or working towards a professional designation (CA, CMA, CGA, or CPA), i.e. Chartered Professional Accountant (CPA) in Canada, and in good standing with the Provincial governing body.
- Knowledge of Public Sector Accounting Standards (PSAS) and experience with government finance best practices with a focus on the municipal sector.
- Knowledge of public sector financial legislation, municipal financial management (budgeting, reporting, and accounting) and the relevant financial software and systems.
- Strong Project Management, Stakeholder engagement, communication, and organizational skills required.
- High level of critical and logical thinking, analysis and/or reasoning to identify underlying principles, reasoning, or facts.
- Ability to deal with ambiguity and take charge of client projects.
- Goal oriented individual with a proven ability to drive strong business results.
- Leadership skills: resourcefulness, innovative and collaborative.
- Professional self-starter with a commitment to improve skills through continuous learning.
- Deadline driven individual with strong verbal and written communication skills, attention to detail, creative, and able to collaborate with team members with professionalism and tact.
- Proficient with Google suite, MS Word, Excel, and PowerPoint.
- Project Management certification or working toward project management certification would be considered an asset.
- Experience working for or with local governments would be considered an asset.

**Recruitment Process**

**Phone Interview**

If you are invited to a screening interview you will discuss your experience with one of our People and Culture team members. This interview is an opportunity to get to know a little more about the company, the type of work we do and impact we have.

**In person/Virtual Interview**

**Why work with us?**

Employee personal and career growth is important to us and we will encourage you to pursue the th

  • Financial Management Advisor

    3 days ago

    Victoria, Canada PSD Full time

    **About PSD Citywide** PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader...

  • Financial Management Advisor

    3 days ago

    Victoria, Canada PSD Full time

    **About PSD Citywide** PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader...

  • Branch Manager Advisor

    3 days ago

    Victoria, Canada Royal Bank of Canada Full time

    **Job Summary** As a Branch Manager Advisor you fulfill a critical hybrid role in the branch. **What is the opportunity?** As a Branch Manager Advisor you fulfill a critical hybrid role in the branch with 25-50% of your time spent providing advice to clients as a Financial Advisor and 50-75% in a Branch leadership role_. _As_ a local market leader, you...

  • Insurance Advisor

    7 days ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...

  • Insurance Advisor

    7 days ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

  • Insurance Advisor

    5 days ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...

  • Insurance Advisor

    5 days ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...

  • Insurance Advisor

    1 day ago

    Victoria, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    3 hours ago

    Victoria, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    2 hours ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor with Western Financial Group, you will be one of the first faces our customers see when...

  • Insurance Advisor

    4 hours ago

    Victoria, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Financial Advisor

    1 day ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 179382 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Insurance Advisor

    4 days ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** We will train you! Multiple remote locations hiring - You will be licensed to sell personal lines insurance and you will have access to further resources to advance your knowledge, training, and ultimately, your career. In this role you will help our customers through a variety of insurance needs and...

  • Insurance Advisor

    6 days ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** We will train you! Multiple remote locations hiring - You will be licensed to sell personal lines insurance and you will have access to further resources to advance your knowledge, training, and ultimately, your career. In this role you will help our customers through a variety of insurance needs and...

  • Financial Advisor

    5 days ago

    Victoria, Canada CIBC Full time

    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...

  • Commercial Insurance Advisor

    7 days ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada's best, Join us** As one of Canada's top insurance broker, Western creates security and provides customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by building enduring relationships and staying true to our Guiding Principles and customer-centric values. **COMMERCIAL...

  • (3 Days Left) Branch Manager Advisor

    2 days ago

    VICTORIA, Canada Royal Bank of Canada Full time

    Job Summary As a Branch Manager Advisor you fulfill a critical hybrid role in the branch. Job Description Job Description What is the opportunity? As a Branch Manager Advisor you fulfill a critical hybrid role in the branch with 25-50% of your time spent providing advice to clients as a Financial Advisor and 50-75% in a Branch leadership role. As a...

  • Insurance Advisor

    5 hours ago

    Victoria, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Executive Support Associate

    3 hours ago

    Victoria, Canada Redcliffe Financial Ltd. Full time

    **Executive Support Associate** Location: Victoria, BC time and type: Full time Working Arrangement: Hybrid Job Industry: Financial Services, Insurance Schedule: Regular schedule 8:30 am to 4:30 pm* - There may be times when additional work beyond the normal work-day is required **About Us**: Redcliffe Financial is a well-established financial services...

  • Manager, Tax

    4 hours ago

    Victoria, Canada British Columbia Investment Management Corporation (BCI) Full time

    Closing Date: September 22, 2024 Please note: That while the title of this position is ‘Manager’, its responsibilities, compensation and scope align with what is commonly known as ‘Senior Manager’ in other similar organizations. POSITION DESCRIPTION BCI’s tax team is looking for a Manager to join its Deal Advisory group. Reporting to a Director,...