Financial Planning Specialist
6 days ago
We are a reputable accounting firm dedicated to providing exceptional financial services to our clients. As a leading provider of accounting solutions, we are seeking a highly skilled Tax Accountant to join our team.
Job SummaryWe are looking for a detail-oriented and organized Tax Accountant to assist our clients with their financial planning and tax preparation needs. The successful candidate will have a strong background in accounting and tax law, excellent communication skills, and the ability to work in a fast-paced environment.
Key Responsibilities- Financial Planning: Assist clients in identifying their financial goals and objectives, and develop personalized financial plans to achieve them.
- Tax Preparation: Prepare and submit income tax returns for clients, ensuring accuracy and compliance with tax laws and regulations.
- Accounting and Bookkeeping: Maintain accurate and up-to-date financial records for clients, including accounts payable, accounts receivable, and general ledger.
- Client Communication: Provide exceptional customer service to clients, responding to their inquiries and concerns in a timely and professional manner.
- Team Collaboration: Work closely with other accounting professionals to ensure seamless delivery of services to clients.
- Education: Chartered Accountant (CA) designation or equivalent.
- Experience: Minimum 5 years of experience in tax accounting and financial planning.
- Skills: Strong knowledge of accounting software, including Simply Accounting, QuickBooks, and Caseware/Caseview. Excellent communication and interpersonal skills.
- Competitive Salary: A competitive salary and benefits package.
- Opportunities for Growth: Opportunities for professional growth and development within our firm.
- Collaborative Work Environment: A collaborative and dynamic work environment.
If you are a motivated and detail-oriented Tax Accountant looking for a new challenge, please submit your resume and cover letter to us.
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Duncan, Canada Cowichan Tribes Full timeJob SummaryCowichan Tribes is seeking a highly skilled Financial Manager, Budgeting and Planning Specialist to join our team. As a key member of our finance department, you will be responsible for assisting in the preparation of financial reports, managing budgets, and providing financial planning and analysis support.Key ResponsibilitiesFinancial Planning...
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Budgeting and Financial Planning Specialist
6 days ago
Duncan, Canada Cowichan Tribes Full timeJob SummaryCowichan Tribes is seeking a highly skilled Financial Manager to join our team. As a key member of our finance department, you will be responsible for assisting in the preparation of financial reports, managing budgets, and providing financial planning and analysis support.Key ResponsibilitiesFinancial Reporting: Assist in the preparation of...
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Financial Planning Manager
3 weeks ago
Duncan, Canada Cowichan Tribes Full timePosition OverviewThe Cowichan Tribes is seeking a dedicated Financial Planning Manager to oversee budgeting and financial strategies. This role is crucial for ensuring the financial health of our organization.QualificationsEducation: Bachelor's degree in Finance, Accounting, or a related field.Experience: A minimum of 5 years in financial management or a...
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Financial Planning Manager
3 weeks ago
Duncan, Canada Cowichan Tribes Full timePosition OverviewThe Cowichan Tribes is seeking a dedicated Manager of Budgeting and Financial Planning to oversee financial operations and ensure effective management of resources.QualificationsEducation: Bachelor's degree in finance, accounting, or a related field.Experience: A minimum of 5 years in financial management or a similar role.Work...
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Financial Planning Manager
3 weeks ago
Duncan, Canada Cowichan Tribes Full timePosition OverviewThe Cowichan Tribes is seeking a skilled Manager of Budgeting and Financial Planning to oversee financial operations and ensure effective fiscal management.QualificationsEducation: A Bachelor's degree is required.Experience: A minimum of 5 years in a relevant financial role.Work EnvironmentThis position is based within an Aboriginal band...
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Financial Planning Manager
3 weeks ago
Duncan, Canada Cowichan Tribes Full timePosition OverviewThe Cowichan Tribes is seeking a dedicated Manager of Budgeting and Financial Planning to oversee financial operations and ensure fiscal responsibility.QualificationsEducation: A Bachelor's degree is required.Experience: A minimum of 5 years in a relevant field.Work EnvironmentThis role is situated within an Aboriginal band council, focusing...
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Financial Planning Manager
3 weeks ago
Duncan, Canada Cowichan Tribes Full timePosition OverviewThe Cowichan Tribes is seeking a dedicated Manager of Budgeting and Financial Planning to oversee financial operations and ensure effective management of resources.QualificationsEducation: Bachelor's degree in finance, accounting, or a related field.Experience: A minimum of 5 years in financial management or a similar role.Work...
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Financial Planning Manager
3 weeks ago
Duncan, Canada Cowichan Tribes Full timePosition OverviewThe Cowichan Tribes is seeking a dedicated professional to oversee budgeting and financial planning activities. This role is crucial in ensuring the financial health and sustainability of our organization.QualificationsEducation: Bachelor's degree in finance, accounting, or a related field.Experience: A minimum of 5 years in financial...
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Financial Planning Manager
4 days ago
Duncan, Canada Cowichan Tribes Full timeJob OverviewQualifications: A Bachelor's degree is required.Professional Background: A minimum of 5 years of relevant experience is essential.Work Environment: Position within an Aboriginal band council.Financial Accountability: Responsible for managing budgets ranging from $1,500,001 to $4,000,000.Key ResponsibilitiesSupport the preparation of comprehensive...
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Financial Planning Manager
3 weeks ago
Duncan, Canada Cowichan Tribes Full timeJob OverviewQualifications: A Bachelor's degree is required.Professional Background: A minimum of 5 years of relevant experience is essential.Work Environment: Position within an Aboriginal band council.Financial Accountability: Responsible for managing budgets ranging from $1,500,001 to $4,000,000.Key ResponsibilitiesSupport the preparation of comprehensive...
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Financial Planning and Analysis Manager
6 days ago
Duncan, Canada Cowichan Tribes Full timeJob SummaryCowichan Tribes is seeking a highly skilled Financial Manager to join our team. As a key member of our finance department, you will be responsible for assisting in the preparation of financial reports, managing budgets, and providing financial planning and analysis support.Key ResponsibilitiesFinancial Reporting: Assist in the preparation of...
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Financial Planning Manager
4 days ago
Duncan, Canada Cowichan Tribes Full timeJob OverviewQualifications: A Bachelor's degree is required.Professional Background: A minimum of 5 years of relevant experience is essential.Work Environment: Position located within an Aboriginal band council.Financial Oversight: Responsible for managing budgets ranging from $1,500,001 to $4,000,000.Key ResponsibilitiesSupport the development and...
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Financial Planning Manager
3 weeks ago
Duncan, Canada Cowichan Tribes Full timeJob OverviewQualifications: A Bachelor's degree is required.Professional Background: A minimum of 5 years of relevant experience is essential.Work Environment: Position located within an Aboriginal band council.Financial Oversight: Responsible for managing budgets ranging from $1,500,001 to $4,000,000.Key ResponsibilitiesSupport the development and...
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Wealth Advisor
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Duncan, Canada Envision Financial Full timeWe are currently seeking a Wealth Advisor to join our team serving our Duncan & Lake Cowichan branches within our Island Savings division. The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including...
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Financial Planning Manager
4 days ago
Duncan, Canada Cowichan Tribes Full timeJob OverviewQualifications: Bachelor's degree requiredProfessional Background: Minimum of 5 years in a relevant fieldWork Environment: Indigenous governance organizationFinancial Oversight: Responsible for budgets ranging from $1,500,001 to $4,000,000Key ResponsibilitiesSupport the preparation of comprehensive financial statementsTeam LeadershipSupervises a...
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Financial Planning Manager
3 weeks ago
Duncan, Canada Cowichan Tribes Full timeJob OverviewQualifications: Bachelor's degree requiredProfessional Background: Minimum of 5 years in a relevant fieldWork Environment: Indigenous governance organizationFinancial Oversight: Responsible for budgets ranging from $1,500,001 to $4,000,000Key ResponsibilitiesSupport the preparation of comprehensive financial statementsTeam LeadershipSupervises a...
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Duncan, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner at Cowichan Community – Duncan, Mill Bay, Ladysmith, you will create custom investment solutions for prospective and existing RBC clients. Your role involves providing tailor-made financial planning advice, acquiring new clients, and connecting clients with the right RBC team members. What will you...
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Duncan, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner at Cowichan Community – Duncan, Mill Bay, Ladysmith, you will create custom investment solutions for prospective and existing RBC clients. Your role involves providing tailor-made financial planning advice, acquiring new clients, and connecting clients with the right RBC team members. What will you...
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Duncan, Canada RBC - Royal Bank Full time```html Job Summary Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and...
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Duncan, Canada RBC - Royal Bank Full time```html Job Summary Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and...
