Overview
Languages
English
Education
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
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Identify clients' financial goals and objectives
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Plan, set up and administer accounting systems
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Supervise staff
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Train staff
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Analyze clients' financial records
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Arrange training for staff
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Ensure accuracy and compliance to accounting standards, procedures and internal control
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Prepare financial information for individuals, departments or companies
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Develop financial plans for clients
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Prepare reports and audit findings
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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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Recommend improvements to accounting systems and management practices
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Arrange for sale of financial products and investments
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Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
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Develop and maintain cost findings, reporting and internal control procedure
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Prepare income tax returns from accounting records
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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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Examine accounting records
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Investigate possible unethical conduct or breeches of securities or commodity futures law
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Provide financial, business and tax advice
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Underwrite new issues of stocks and bonds
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Negotiate with corporations and government to determine the type and terms of new securities issue
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Prepare offering prospectus for new issues of stocks and bonds
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Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
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Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Credentials
Certificates, licences, memberships, and courses
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Chartered Accountants (CA) Designation
Experience and specialization
Computer and technology knowledge
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Viewpoint
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Accounting software
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Simply Accounting
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Quick Books
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Data analysis software
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Real World
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Internet
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MS Excel
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MS Windows
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TaxPrep
Area of specialization
Additional information
Security and safety
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Bondable
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Criminal record check
Work conditions and physical capabilities
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Fast-paced environment
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Work under pressure
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Tight deadlines
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Attention to detail
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Large caseload
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Large workload
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
Benefits
Health benefits
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Dental plan
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Health care plan
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Vision care benefits
Financial benefits
Other 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.