Lead Financial Consultant

7 months ago


Toronto, Canada SRED.io Full time

SRED.io isn't just a place to work; it's a dynamic frontier where we revolutionize the way businesses navigate the intricate maze of Canadian tax regulations. We are on a mission to unleash the full potential of tax efficiency for our clients, and we're looking for a Senior Financial Consultant with a burning passion for tax planning and accounting to join our electrifying team.

As a Lead Financial Consultant at SRED.io, you won't just crunch numbers - you'll be a financial wizard, conjuring savings and optimizing tax strategies that empower our clients. You'll be at the forefront of financial innovation, shaping the financial destinies of businesses across the nation.

**What You'll Be Doing**:

- Create federal and provincial tax credit masterpieces.
- Interact with our amazing clients and collaborate with our rockstar team.
- Fearlessly lead our clients through CRA and QRA audits.
- Dive deep into the world of incentive tax issues, conducting groundbreaking research and analysis.
- Oversee the entire process, from claim inception to tax-saving realization.

**Qualifications That Set You Up for Success**:

- Bachelor’s degree in finance, economics, or a related field. If you're a master's degree holder or a holder of prestigious professional certifications like CFA or CFP, that's your golden ticket to the front of the line
- You're no rookie; you've got 5+ years of accounting experience in the world of public practice.
- Your track record isn't just strong; it's Herculean - you've built and managed high-net-worth client relationships that leave a lasting impact.
- Your analytical skills? Unparalleled. Your communication and presentation skills? Absolutely stellar.
- Financial software and tools are your playground.
- You've got financial regulations and compliance locked down.
- Office productivity tools? You're a pro.
- If you've danced with R&D tax or other technology grants before, that's like having a backstage pass to the coolest concert in town.



  • Toronto, Canada MD Financial Management Full time

    Requisition ID: 211122 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...


  • Toronto, Canada MD Financial Management Full time

    Requisition ID: 211122 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...


  • Toronto, Ontario, Canada BMO Financial Full time

    About the Role:BMO Financial is seeking a highly skilled Strategic Financial Consultant to join our team. As a key member of our team, you will play a vital role in helping our customers achieve their financial goals.Responsibilities:Provide comprehensive financial planning and investment advice to clients, tailoring solutions to meet their individual needs...

  • Financial Consultant

    7 months ago


    Toronto, Canada J P Finance Group Full time

    **Job Type**: Full-time Contract **Location**: (hybrid from home) Ontario **Description** **_J.P. Finance Chase Ltd_** is growing and offering rewarding opportunities for Financial Professionals to join our team. We are private Financial Institution offering wide variety of Financial Services to _“Ordinary People to Achieve Extraordinary...


  • Toronto, Canada SRED.io Full time

    Join us at SRED.io - an industry-leading SaaS platform designed to automate research and development tax credit-based financing for our clients. We're looking for an energetic, confident, bright, detail-oriented, self-motivated multi-tasking professional with exceptional extraordinary communication skills to join our team. **About the Opportunity**: We...


  • Toronto, Ontario, Canada RBC Full time

    Job OverviewWe are seeking a skilled and experienced Lead Business Financial Consultant to join our team in Toronto, Canada. As a key member of our team, you will play a vital role in providing expert financial guidance to our high-value clients and helping them achieve their business goals.Key ResponsibilitiesProvide proactive, professional advice and...


  • Toronto, Canada SRED.io Full time

    Position No.: 16080920 Title: Financial Consultant (SR&ED) Type: Permanent No. of Positions: 1 Location: GTA **Company**: We're SRED.io! We've modernized SR&ED consulting with a powerful AI-based platform that automates the painful process of documentation for our clients. **The Position**: We currently have a unique opportunity for a bright, assertive...

  • Manager, Finance

    7 months ago


    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 The Manager, Finance (Lead Financial Officer) - Technology & Operations supports the T&O business partners from a financial perspective. This role supports Tech acting as a business advisor. Focusing on understanding the business, their drivers and deliverables. The ability to interpret numbers and the story...


  • Toronto, Canada Kognitiv Full time

    Kognitiv Inc. seeks to be the best in the Workday® ecosystem in both customer and employee satisfaction. We believe happy employees go hand-in-hand with happy customers. We truly believe that if our employees feel engaged, challenged, and empowered every day, they will provide top-notch service for our customers. We encourage our employees to "act like an...


  • Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented...


  • Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Company OverviewMomentum Financial Services Group is a leading provider of financial services in North America. For decades, we've been committed to providing financial solutions that meet the evolving needs of consumers and business owners.


  • Old Toronto, Canada Definity Financial Corporation Full time

    About This RoleAt Definity Financial Corporation, we are seeking a highly experienced Strategic Vendor Governance Lead to oversee the long-term oversight, governance, planning, and continuous improvement of our vendor management function.Key Responsibilities:Lead TS vendor strategy in partnership with Enterprise Procurement (EP), ERM, and TS Security,...


  • Toronto, Canada Quod Financial Full time

    About Quod FinancialWe are a leading multi-asset trading technology provider, delivering a scalable and highly resilient trading solution for Equities, Derivatives, and FX.Job OverviewThis role is based in Toronto, servicing North American clients. The successful candidate will lead the delivery of Hosted/SaaS Quod Financial Software to our clients.Key...


  • Toronto, Ontario, Canada RCQ Associates - Financial Markets Specialists Full time

    Role OverviewRCQ Associates, a leading Financial Markets Specialists firm, is seeking an experienced Transformation Programme Lead to spearhead a high-profile project in the Canadian Financial Services market. This individual will be responsible for overseeing the end-to-end delivery of a complex programme, working closely with the client's PMO team and...


  • Toronto, Canada EkWill Inc Full time

    We are looking for a sales consultant with experience in the financial services, mutual funds, mortgages, insurance or real estate development industry for a full time opportunity. **Duties**: - Leading initiatives to generate and engage with business partners to build new business for the company. - Identify partnership opportunities. - Develop new...


  • Old Toronto, Canada Elimsolutions Full time

    Job DescriptionWe are seeking a highly skilled Financial Systems Consultant to join our team at Elim Solutions. As a key member of our Implementation Team, you will be responsible for leading and executing the implementation of NetSuite ERP systems, with a focus on financial modules.About Us:We are a thriving community dedicated to the success of our...

  • Financial Consultant

    7 months ago


    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Toronto, Canada Northbridge Financial Corporation Full time

    We’re Northbridge Financial. We’re proud to be 100% Canadian and owned by Fairfax Financial. We serve through our Northbridge Insurance, Federated Insurance, and TruShield Insurance brands. We have a reputation for being one of Canada’s leading commercial property and casualty insurance company. Our employees are dedicated to understanding the needs of...


  • Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Unlock Your Potential as a Senior Financial Solutions Consultant">We are seeking an experienced and ambitious Senior Financial Solutions Consultant to join our team at Royal Bank of Canada. In this role, you will have the opportunity to create custom investment solutions for prospective and existing clients, leveraging our unparalleled array of investment...


  • Old Toronto, Canada IFG International Financial Group Ltd Full time

    IFG International Financial Group Ltd is seeking a highly skilled SAP Reporting Consultant to help them migrate from their legacy General Ledgers to SAP. This is an excellent opportunity for a seasoned professional with hands-on experience in SAP accounting.About the RoleAs the chosen candidate, you will be responsible for converting existing processes to...