Strategic Accountant & Financial Planning Expert

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

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.