Associate / Senior Associate, Tax Services

1 week ago


Oakville, Ontario, Canada National Bank Full time
A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. Analyze clients' accounts to recommend business opportunities adapted to their needs.
Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
Coordinate the organization of seminars for clients and plan content for them.
Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
Oversee onboarding, training and coaching for new members of your team.
You will join a team supporting 1 Wealth Advisor and 1 Senior Wealth Associate located in Oakville, Ontario.

We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Completed college and/or university diploma in a related field
Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
Excellent knowledge of the Microsoft Office suite and comfortable with technology
Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Flexible group insurance
Generous pension plan
Opportunities to get involved in community initiatives
Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

  • Oakville, Ontario, Canada Banque Nationale du Canada Full time

    Job OverviewWe are seeking a highly skilled Senior Wealth Associate to join our team at Banque Nationale du Canada. In this role, you will work closely with investment advisors to deliver exceptional customer service and ensure smooth branch operations.

  • Senior Tax Manager

    1 week ago


    Oakville, Ontario, Canada Mauser Packaging Solutions Full time

    Job Title: Senior Tax ManagerCompany Overview: Mauser Packaging Solutions is a leading provider of innovative packaging solutions. We are seeking an experienced Senior Tax Manager to join our team.Job Description:Manage the annual filing of Canadian income tax and partnership tax returns, including preparation of Partnership Financial Statements.Analyze and...

  • Senior Tax Advisor

    12 hours ago


    Oakville, Ontario, Canada Samuel Packaging Systems Group Full time

    About the RoleWe are seeking a highly experienced and skilled Senior Tax Advisor to join our finance team. As a key member of our tax department, you will be responsible for providing expert advice on tax matters and ensuring compliance with all tax laws and regulations.Key Responsibilities:Tax Advice: Provide expert advice on tax matters, including tax...


  • Oakville, Ontario, Canada Scotiabank Full time

    About the Job DescriptionThe primary purpose of the Senior Financial Planning Associate is to provide financial planning that is closely integrated with wealth management, as it supports the Wealth Advisor team in laying the groundwork for creating and developing a comprehensive wealth strategy for clients including the preparation and delivery of personal...


  • Oakville, Ontario, Canada Samuel Packaging Systems Group Full time

    About the RoleWe are seeking an experienced Senior Tax Manager to join our team in Oakville, Ontario. As a key member of our finance department, you will be responsible for managing our Canadian tax function, ensuring compliance with tax laws and regulations.ResponsibilitiesManage tax reporting, including preparation of annual Canadian income tax provisions...


  • Oakville, Ontario, Canada National Bank Full time

    A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job:   Analyze clients' accounts to recommend business opportunities adapted...

  • Business Associate

    1 week ago


    Oakville, Ontario, Canada Good2Great Solutions Full time

    Adaptability, grit, and heart are what make Good to Great Solutions stand out from the rest.When you join our Business Associate team, you'll gain more than just a job title and a paycheck.You'll find yourself surrounded by like-minded team members who share a growth-oriented mindset and our vision for success.Within our forward-thinking and supportive...


  • Oakville, Ontario, Canada Savers Full time

    As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items that have been donated by the community to local...


  • Oakville, Ontario, Canada Scotiabank Full time

    Requisition ID: 208870 As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.  When you join ScotiaMcLeod, you'll be...


  • Oakville, Ontario, Canada National Bank Full time

    Attendance On-Site Job number 22230 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-Aug-2024 Location: Oakville, Ontario City Oakville Province/State Ontario Area of Interest: Wealth managementA career as a Senior Wealth Associate at National Bank is a job where you can...


  • Oakville, Ontario, Canada Sunrise Senior Living Full time

    If you're passionate about delivering exceptional dining experiences and making a positive impact on the lives of seniors, we encourage you to apply for this exciting opportunity!This role offers a dynamic and supportive work environment, where you can grow professionally and personally while making a difference in the lives of our residents.At Sunrise...


  • Oakville, Ontario, Canada National Bank Full time

    A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients' accounts to recommend business opportunities adapted...

  • Tax Manager

    3 weeks ago


    Oakville, Ontario, Canada talisman Full time

    This range is provided by talisman. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$130,000.00/yr - $170,000.00/yrClean Energy Recruiter | Accounting and FP&AWe're working with a leading renewable energy company operating a diverse portfolio of utility-scale solar, wind, battery storage,...

  • Tax Manager

    4 days ago


    Oakville, Ontario, Canada talisman Full time

    This range is provided by talisman. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$130,000.00/yr - $170,000.00/yrClean Energy Recruiter | Accounting and FP&AWe're working with a leading renewable energy company operating a diverse portfolio of utility-scale solar, wind, battery storage,...


  • Oakville, Ontario, Canada Good2Great Solutions Full time

    Staying consistent and competitive through the pandemic Good 2 Great Solutions has established itself as one of the most reputable sales and marketing firms in Concord, ONWe broke records this past year and increased our top-tier client's sales revenue by 30%.We owe all of our successes to our Junior Sales Associate team.We are expanding and growing faster...

  • Tax Manager

    12 hours ago


    Oakville, Ontario, Canada Samuel Packaging Systems Group Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Manager to join our team. As a key member of our finance department, you will be responsible for managing the Canadian tax function, including tax compliance and reporting.Key Responsibilities:Tax Reporting: Ensure accurate and timely preparation of tax liabilities and tax-related disclosures...


  • Oakville, Ontario, Canada 〡 Solvyris International Ltd. Full time

    Solvyris International Ltd. is currently seeking an exceptional Support Services Associate to join our global team. This role offers an exciting opportunity to develop and implement efficient office procedures, manage administrative tasks, and ensure seamless day-to-day operations.Main Responsibilities:Implement effective office procedures, improve...


  • Oakville, Ontario, Canada Fuze HR Solutions Full time

    About the Role:Fuze HR Solutions is looking for a Service Quality Associate to provide exceptional customer service and support.Key Tasks:Work closely with internal teams to resolve customer issues and improve overall service quality.Analyze customer data to identify trends and areas for improvement.Develop and implement strategies to enhance customer...


  • Oakville, Ontario, Canada Scotiabank Full time

    Is this role right for you? Requisition ID: 221915 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice...


  • Oakville, Ontario, Canada talisman Full time

    We're working with a leading renewable energy company dedicated to advancing sustainable energy solutions, enhancing grid reliability, and driving the transition to a low-carbon future.About the roleThis senior position will lead key tax functions, ensuring compliance, reporting accuracy, and strategic tax planning. This role will oversee corporate tax...