accountant

Alexandra Day Care; Oakville; On-site; CAD 50,000 - 70,000; Full time

Job summary

A local financial advisory firm in Oakville is seeking a Financial Advisor to manage client portfolios and provide expert financial advice. The ideal candidate will hold a Bachelor’s degree and have 1 to 2 years of experience in the field. Key responsibilities include preparing financial statements and advising on investment strategies. This permanent position offers health benefits and a standard 37.5 hours work week.

Benefits

Dental plan

Health care plan

Qualifications

• 1 to 2 years of experience in financial advising.
• Strong understanding of accounting principles and practices.
• Ability to analyze financial documents and prepare reports.

Responsibilities

• Identify clients' financial goals and manage their financial records.
• Prepare and analyze financial statements and reports.
• Provide financial advice and recommendations on investment planning.

Skills

Financial analysis

Client management

Accounting systems management

Attention to detail

Education

Bachelor's degree

Job description

Education

• Bachelor's degree

Tasks

• Identify clients' financial goals and objectives
• Manage balance sheets and profit / loss statements
• Plan, set up and administer accounting systems
• Analyze clients' financial records
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Prepare financial statements and reports
• Recommend improvements to accounting systems and management practices
• Develop and maintain cost findings, reporting and internal control procedure
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice
• Prepare offering prospectus for new issues of stocks and bonds
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems

Work conditions and physical capabilities

• Attention to detail

Personal suitability

• Analytical

Experience

• 1 year to less than 2 years

Health benefits

• Dental plan
• Health care plan

Durée de l\'emploi : Permanent

Langue de travail : Anglais

Heures de travail : 37.5 hours per week