Overview
Languages
English
Education
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
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Manage balance sheets and profit/loss statements
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Analyze clients' financial records
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Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
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Prepare financial statements and reports
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Develop and maintain cost findings, reporting and internal control procedure
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Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
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Analyze financial documents and reports
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Provide financial, business and tax advice
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Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
Experience and specialization
Computer and technology knowledge
Additional information
Transportation/travel information
Work conditions and physical capabilities
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Work under pressure
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Attention to detail
Personal suitability
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Accurate
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Client focus
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Dependability
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Efficient interpersonal skills
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Excellent oral communication
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Excellent written communication
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Flexibility
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Initiative
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Interpersonal awareness
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Judgement
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Organized
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Reliability
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Team player
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Ability to multitask
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Adaptability
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Due diligence
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Proactive
Benefits
Health benefits
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Dental plan
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Health care plan
Financial benefits
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.