• Advise clients on investment strategies and other financial decisions
• Assess client assets, liabilities, and overall financial conditions
• Analyze the appropriateness of different alternatives for client circumstances
• Prepare presentations that recommend various financial solutions
• Review and communicate portfolio performances to clients
• Network and build relationships with clients, prospective clients, and centers of influence

Skills: Financial Advisory, Investment Strategy Development, Asset and Liability Assessment, Financial Analysis, Client Presentation Preparation, Portfolio Performance Review, Relationship Building, Networking Skills

• Manage customer inquiries for financial advice and provisioning of relevant disclosure material.
• Provide financial advice across the Mercer retail base.
• Provide information on Mercer products and services and refer customers to online tools.
• Present Mercer’s financial offerings to the current and potential customers
• Provide and document Records of Advice for all the clients receiving financial advice.
• Manage client relationships exceptionally well.

Skills: Customer Inquiry Management, Financial Advisory, Product Knowledge, Client Referral, Financial Presentation, Documentation of Advice, Record Keeping, Client Relationship Management

• Provide financial planning and investment advisory services.
• Research and present investment strategies.
• Develop and execute retirement planning.
• Implement risk management and tax planning strategies.
• Manage client relationships.

Skills: Financial Planning, Investment Advisory, Investment Research, Strategy Presentation, Retirement Planning, Risk Management, Tax Planning, Client Relationship Management

• Create cost models to optimize hardware infrastructure costs
• Consolidate/optimize reports for segment infrastructure spend
• Reconcile budget spend across segments and work with the internal team to manage expenses and pipeline
• Present results of analysis, making recommendations, and preparing business presentations.
• Manage relationships with internal IT teams and provide support to cross-functional business partners

Skills: Cost Modeling, Infrastructure Cost Optimization, Financial Reporting, Budget Reconciliation, Expense Management, Data Analysis, Business Presentation Preparation, Cross-functional Team Collaboration

• Help clients to solve complex problems
• Understand how social, economic, or financial value is delivered, whether that is to customers, shareholders, or taxpayers
• Apply data analysis and modeling to help clients make important decisions for organizations
• Use research tools and undertake financial and economic analysis to provide support for projects
• Present the work and findings back to the senior team members, including partners
• Present the work and recommendations back to the clients with a team
• Develop an in-depth understanding of clients’ challenges and industries

Skills: Problem Solving, Value Assessment, Data Analysis, Financial Modeling, Research Skills, Economic Analysis, Presentation Skills, Industry Knowledge

• Engage with the Sales team and ensure accurate and insightful reporting is provided
• Partnership with Sales Enablement concerning internal reporting and Sales plans
• Analyze regional performance (including productivity by region and rep, HC Coverage, and GM analysis)
• Analyze business performance versus plan and prior periods (including P&L, volumes, and ROE)
• Report and track new business by product, region, segment, and strategic initiatives.
• Build strong working relationships with various key stakeholders across teams to drive collaboration and understanding of the business.

Skills: Sales Reporting, Sales Collaboration, Performance Analysis, Productivity Analysis, Business Analysis, Financial Reporting, Business Tracking, Stakeholder Management

• Observe business rules around policies and procedures with a strong emphasis on best interest duty and compliance.
• Develop portfolio asset allocation strategies based on an analysis of the client's risk tolerance and is able to uncover short and long-term goals and objectives.
• Design and implement strategic plans and develop communication strategies around monitoring and review.
• Expect to maintain client relations through the ongoing review process and retention of existing clients.
• Work in a collaborative team environment with other team members to ensure continuity of work and maintenance of service standards consistent with the ongoing fee arrangement per client segment.
• Build strong relationships with external partners and centers of influence to generate referral opportunities and grow the book of clients organically.
• Implement a client review process consistent with service standards and ongoing obligations in line with the firm's segmentation strategy.
• Deliver on Key Performance Indicators (KPIs).

Skills: Policy Compliance, Asset Allocation, Strategic Planning, Communication Strategy, Client Retention, Team Collaboration, Partner Relations, Performance Delivery

• Monitoring budgets and control accounts, investigating and challenging unexpected financial transactions, and liaising with other sections and departments to resolve issues and produce accurate financial information and reports.
• Working with senior managers from across the force to ensure accurate projections and provide advice, whilst ensuring understanding of the current financial position.
• Supporting the financial budgeting cycle, including budget setting, medium-term financial planning, financial year-end, annual statements of account, and Whole of Government Accounts (WGA).
• Assisting with the submission of CIPFA statistical data, statutory returns to the government, and ensuring compliance with financial regulations.
• Conducting internal reviews on finance processes and providing recommendations for improvements, helping to drive efficiencies.

Skills: Budget Monitoring, Financial Control, Financial Reporting, Stakeholder Liaison, Budget Planning, Regulatory Compliance, Process Review, Efficiency Improvement

• Take ownership and deliver a high level of customer experience, ensuring customers' needs to buy a new home are met, through the use of consumer loans such as KPR, Personal loans, Multi-finance, and other financial products.
• Find out the customers' financial situation and guide their considerations when taking out different loan products.
• Make sure customers can afford what they are borrowing, not only now but in the future, if interest rates go up or circumstances change.
• Keep up to date with new consumer loans and mortgage products, and changes in mortgage regulation.
• Identify and structure mortgage loan opportunities during conversations with customers and/or other integrated team members.
• Coordinate the application, origination, and closing process end-to-end, including receipt of all necessary documentation from clients and/or Bankers.

Skills: Customer Experience, Loan Advisory, Financial Assessment, Affordability Analysis, Product Knowledge, Opportunity Identification, Process Coordination, Documentation Management

• Establish and maintain a robust control environment for internal and external financial reporting, including general accounting, financial planning, taxation, and treasury, while delivering strategic and business analysis support to the entire business.
• Develop and maintain a yearly Budget and ensure budgeting processes and systems comply with the Market target.
• Oversee financial and taxation matters.
• Review all accounting statements and provide input to the relevant department.
• Develop and drive improvement in the financial internal system.
• Oversee operational cash management and cash flow forecasting, and risk.
• Develop financial solutions for any urgent events.
• Provide recommendations to strategically enhance financial performance and business opportunities.
• Manage all company secretarial matters of the Group.
• Responsible for all group tax restructuring plans to maximize tax advantage
• Responsible for all finance-related statutory compliances of the Market.
• Perform regular and ad-hoc accounting, financial, and operational analysis.
• Partner with Senior Leadership to understand expenses and monitor performance against established targets to meet business goals.
• Collaborate with internal departments to deliver accurate and timely results, including highlighting deviations and recommending corrective actions.
• Think creatively to assist the business in cost control initiatives.
• Initiate continual improvement efforts that enhance timeliness and accuracy.

Skills: Financial Control, Budget Management, Tax Oversight, Accounting Review, System Improvement, Cash Management, Financial Analysis, Stakeholder Collaboration

• Professional experience in business development, management, sales, legal, accounting, education, military, finance, or other business-related fields.
• Proficiency in exemplary communication, presentation skills
• Excellent time management and organizational skills.
• Talented at networking with businesses and personal communities.
• Ability to listen to client needs and provide financial solutions.

Qualifications: BA in Business Administration with 2 years of Experience

• Experience in the investment industry, including investment training and in-depth knowledge of investment products and services.
• Experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals, achieving whatever put mind puts to.
• Good at building and nurturing strong relationships.
• Ability to communicate effectively and confidently, and is comfortable engaging all clients.
• Capacity to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Likes to learn, adapts to new information, and seeks the right solutions for clients.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Proven ability to convert outbound calls and foster partnerships that promote lead generation.
• Experience balancing investment management, sales activities, and new client development.
• Strong computer skills and the ability to multitask in a demanding environment.
• Experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

Qualifications: BA in Finance with 7 years of Experience

• Completion of the IFIC or CSC Course and CFSA
• Sound knowledge of advanced investing and credit processes, banking solutions, and concepts to provide personalized advice to customers in a fast-paced work environment
• Proficiency in software tools, including MS Office and Internet applications
• Tactful communicator able to exchange ideas and customer information in a concise and logical way
• A self-initiator with strong organizational, planning, and time management skills

Qualifications: BA in Mathematics with 1 year of Experience

• Must have a network of personal and professional contacts within the local area that may engage for referrals.
• A background in building strong relationships and delivering superior client service.
• Cannot have been a financial advisor soliciting securities-based business, or have a securities-based book of clients
• Ability to obtain required licenses within 150 days of hire, including FINRA Series 7, State Securities (Series 63 or Series 66), State IAR (Series 65 or Series 66)
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
• Willingness and desire to be part of a coaching relationship and peer learning environment.

Qualifications: BA in Banking and Finance with 3 years of Experience

• Valid Mutual Funds accreditation
• Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Services Advice and Financial Planning I)
• Proven sales experience in the financial services industry, handling credit and investments
• Demonstrated ability to build trust and maintain long-term client relationships
• Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.)
• Fluency in a second language
• Active in the local community, developing a solid network in the local community

Qualifications: BA in Statistics with 2 years of Experience

• Experience in Sales and Sales Management
• Strong power in financial planning with an extensive training platform
• Experience in recruiting, training, managing, and motivating a high-performance sales team
• Good credit history
• Experience working in Financial Services
• Experienced Financial Advisors, with demonstrated client interactions, with no client book.

Qualifications: BA in Investment Management with 5 years of Experience

• Customer orientation and the ability to adapt/respond to different types of customers
• Familiarity with CRM systems and practices
• Ability to stay calm when customers are stressed or upset
• Excellent communication and presentation skills
• Ability to multitask, prioritize, and manage time effectively

Qualifications: BA in Wealth Management with 1 year of Experience

• Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth
• An ability to work with clients with less complex needs
• Be able to have fulsome discussions with clients as the subject matter expert
• Experience in financial services in a production capacity (i.e., track record for meeting sales goals) 
• Strong understanding of wealth management business development techniques, products, services, and overall industry.
• Advanced understanding and experience with retail and small business banking
• Experience interacting with Mass Affluent and HNW clients
• Proven ability to establish relationships and partner effectively with other departments within TD Bank, America’s Most Convenient Bank

Qualifications: BA in Corporate Finance with 7 years of Experience

• Relevant work experience with a large multinational company, a Big 4 accounting firm, and/or an SSC with a focus on reporting, business analysis, and financial accounting
• Experience or interest in digital environment/information systems/projects 
• Written and verbal proficiency in English
• Interest in long-term career opportunities
• Leadership skills and the ability to work and lead processes without a formal structure
• Strong problem-solving, coaching, and knowledge-sharing skills
• Good communication and effective interpersonal skills, including the ability to interpret complex technical information to non-technical personnel
• Attention to accuracy and details also able to meet priorities and deadlines
• Drive to take ownership and accountability for end-to-end processes
• Strong analytical skills paired with a continuous improvement mindset to develop, implement, and sustain best practices to ensure superior service delivery and accuracy

Qualifications: BA in Economics with 6 years of Experience

• Ability to read and comprehend simple instructions, short correspondence, and memos. 
• Ability to write simple correspondence. 
• Ability to effectively present information in one-on-one and small group situations to members, outside vendors, and other employees of the credit union.
• Experience in much personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion. 
• Capable of taking initiative to improve performance. 
• Ability to operate telephone system, including voice mail feature, intercom, and related features.
• Ability to operate a fax machine, typewriter, photocopier, and related equipment generally found in a business office. 
• Ability to navigate and research on the Internet and locate various websites.

Qualifications: BA in Accounting with 1 year of Experience