Client Reporting Specialist

7 months ago


Ottawa, Canada MD Financial Management Full time

Requisition ID: 181700

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Reporting Specialist to join our team.

**Is this role right for you? In this role you will**:

- Execute Canadian tax production and CRM2 activities accurately and within regulatory deadlines
- Identify, document, and support resolution of system defects and process gaps
- Collaborate with internal and external composition and printing partners as it related to tax and CRM2 activities
- Develop and maintain related procedure and work instruction documents, and regularly review and update as required
- Establish processes and procedures that facilitate continuous process improvement on all tax production processes, and ensure operational efficiency of the production processes

**The Must Haves**:

- Experience in tax reporting in a financial services environment
- Working knowledge of Microsoft Excel
- College or University degree related to Commerce is an asset
- Tax related courses, certifications, or completion of Canadian Securities Course (CSC) is an asset
- Working knowledge of SPM/Confluence software is an asset

**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:

- Critical thinking skills and are enthusiastic about delivering quality service
- Strong reconciliation and analytical skills
- Excellent verbal and written communication skills
- Demonstrated pro-activity, initiative, and resourcefulness
- The ability to work independently or effectively within a team
- The ability to manage multiple priorities in a fast
- paced environment
- The ability to effectively manage change
- A results-oriented mindset
- The capacity to assess, develop and monitor complex business processes

**What’s in it for you?**
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We offer generous paid time off programs
- We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.



  • Ottawa, Canada MD Financial Management Full time

    Requisition ID: 198053 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Reporting Specialist to join our team. **Is this role right for you? In this role...


  • Ottawa, Canada Agility PR Solutions Full time

    Who we are: Agility PR Solutions provides today’s communicators with powerful and intuitive media outreach, monitoring, and measurement solutions. For almost twenty years, Agility has helped clients from across industries and continents discover relevant journalists and influencers, make meaningful connections with the media, amplify their stories,...


  • Ottawa, Canada Agility PR Solutions Full time

    **Title**: Client Success Specialist **Department**:Global Services (SaaS Client Success & Support) **Reports to**:Global Client Success Team Manager **Language**:Fluent in English (written and verbal). French and/or Spanish an asset. **Location**:Ontario remote **Background** Agility PR Solutions provides today’s communicators with powerful and...


  • Ottawa, Canada Agility PR Solutions Full time

    **Title**: Client Success Specialist **Department**: Client Success **Language**: English **Location**: Remote **Who we are**: Agility PR Solutions provides today’s communicators with powerful and intuitive media outreach, monitoring, and measurement solutions. For almost twenty years, Agility has helped clients from across industries and continents...


  • Ottawa, Canada Agility PR Solutions Full time

    Title:?Client Success Specialist Department: Client Success Language: English Location:?Ontario - Remote Who we are: Agility PR Solutions provides today’s communicators with powerful and intuitive media outreach, monitoring, and measurement solutions. For almost twenty years, Agility has helped clients from across industries and continents discover...


  • Ottawa, Canada Agility PR Solutions Full time

    **Title**: Client Success Specialist **Department**: Client Success **Language**: English **Location**: Ontario - Remote **Who we are**: Agility PR Solutions provides today’s communicators with powerful and intuitive media outreach, monitoring, and measurement solutions. For almost twenty years, Agility has helped clients from across industries and...


  • Ottawa, Canada Brainhunter Full time

    Cyber Security Analysis and Reporting Specialist (#61769) About the Job: Mindwire Systems is seeking the services of a Cyber Security Analysis and Reporting Specialist for one of our Valued Clients. Client Location: Ottawa, ON Working Environment: Hybrid Tasks and Services: Deliver detailed and executive level briefing materials tailored to...

  • Client Care Specialist

    6 months ago


    Ottawa, Canada NuVista Mental Health Full time

    Join the team at **NuVista Mental Health Ottawa** as a **Client Care Specialist**. Shifts could include 9am-5pm and 10am-6pm, some weekend shifts and flexibility to cover vacation is required. As the Client Care Specialist you will provide ongoing support for a multidisciplinary clinic. Reporting to the Clinic Operations Manager, you will be responsible for...

  • Investment Accounting

    6 months ago


    Ottawa, Canada Carleton University Full time

    **Duties and Responsibilities**: The Investments Accounting and Reporting Specialist will oversee the financial reporting process for the $1.6 billion Retirement Fund, focusing on internal controls, financial statement preparation, treasury management, compliance, and management of the transaction reporting process for +27 separate investment accounts for...


  • Ottawa, Canada Accreditation Canada Full time

    **Terms**: 18-month contract **Salary**: Commensurate with experience **Location**:Toronto, ** **Ottawa, or Montreal (Hybrid Work Model) **ABOUT THE ROLE**: - The Specialist is a member of the Global Programs team. Global Programs, the content development business unit of the Enterprise, creates HSO standards, assessment programs and quality improvement...

  • Client Care Specialist

    2 months ago


    Ottawa, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a highly skilled Client Care Specialist to join our team at beBee Professionals. In this role, you will provide essential care to clients in Ottawa, Canada, assisting them with daily living activities and promoting independence.Key Responsibilities:Assist clients with personal care and support, including assistance with hygiene, dressing, and...


  • Ottawa, Canada Edward Jones Full time $50,223 - $60,268

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Ottawa, Ontario, Canada The Mason Group Inc Full time

    Job Description:The Financial Reporting Specialist will maintain an accurate and complete set of financial books for the company, ensuring timely and accurate payroll deductions and CRA filings. Key responsibilities include:Processing Accounts Payable requests and reconciling Vendor accounts.Performing daily accounting duties, including monitoring cash...

  • Client Care Specialist

    2 months ago


    Ottawa, Canada Gateway Services Inc Full time

    **Job Overview** The Client Care Specialist, reporting to the Care Center Manager, is responsible for the delivery of professional, quality customer service through the effective use of organizational skills, product knowledge, administration, and operations. **Duties & Responsibilities** - Build rapport and assist customers with product orders. - Interact...


  • Ottawa, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...


  • Ottawa, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...


  • Ottawa, Canada Borden Ladner Gervais LLP Full time

    We are BLG: Canada’s Law Firm. Our culture is one of vigilance and curiosity, Firm-wide collaboration, unfailing mutual respect and dedication. We pride ourselves on having standout talent and delivering an exceptional client experience. We are a future-minded Firm delivering high-value advice and known for our unwavering commitment to innovation,...


  • Ottawa, Ontario, Canada S.i. Systèmes Full time

    Job Description: S.i. Systèmes is seeking a skilled Data Reporting Specialist to support the creation and design of data reporting in the Telecommunications industry.About the Role: This is an excellent opportunity for a motivated and experienced Business Analyst to join our team on a 6-month contract, working 4 days a week on site in...

  • Client Care Specialist

    3 months ago


    Ottawa, Canada Aqua-Tots Swim Schools Kanata Full time

    **Company Description** We are Aqua-Tots Swim Schools, the first of its kind swim facility designed solely with children in mind! With 140 schools open worldwide, we are dedicated to our team of employees and offer a fun, team-oriented environment with great individuals who have a passion for working with children, their families and their community. An...


  • Ottawa, Canada Gateway Services Inc Full time

    **Job Overview** The Bilingual Client Care Specialist, reporting to the Care Center Manager, is responsible for the delivery of professional, quality customer service through the effective use of organizational skills, product knowledge, administration, and operations. **Duties & Responsibilities** - Build rapport and assist customers with product...