- Work Term: Permanent
- Work Language: English
- Hours: 36 hours per week
- Education: Bachelor's degree
- Experience: 2 years to less than 3 years
Tasks
Identify clients' financial goals and objectivesManage balance sheets and profit/loss statementsEnsure accuracy and compliance to accounting standards, procedures and internal controlDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningPrepare financial statements and reportsConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirementsAnalyze financial documents and reportsExamine accounting recordsProvide financial, business and tax adviceAssist in the planning and execution of financial statement auditsKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsAdminister charitable or corporate trust funds
Computer and technology knowledge
Accounting softwareSAP (FI/CO / HR / MM / OT SD)Quick BooksMS OfficeMS ExcelMS OutlookSage Accounting Software
Area of specialization
Financial planningAccounting
Transportation/travel information
Valid driver's licenceOwn vehicleWilling to travel regularly
Personal suitability
Client focusEfficient interpersonal skillsExcellent oral communicationOrganizedAbility to multitaskProactive
Screening questions
Do you have experience working in this field?
Workplace information
Hybrid
Health benefits
Dental planHealth care planVision care benefits
Financial benefits
BonusGroup insurance benefitsRegistered Retirement Savings Plan (RRSP)Stocks/shares
Other benefits
Team building opportunities
