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accountant
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
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
Education
- Bachelor's degree
- 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
- Attention to detail
- Analytical
- 1 year to less than 2 years
- Dental plan
- Health care plan
Durée de l\'emploi : Permanent
Langue de travail : Anglais
Heures de travail : 37.5 hours per week
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.