Current jobs related to Junior Financial Consultant - Edmonton, Alberta - Trusted Accounting & Tax Services Inc.

  • Lead Financial Consultant

    2 months ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    Lead Financial ConsultantBecome a vital member of a purpose-driven team at Arrow Financial Business. As a Lead Financial Consultant, you will be instrumental in guiding clients towards achieving their financial aspirations. Your proactive approach will involve understanding client requirements, delivering expert guidance, and fostering enduring...

  • Lead Financial Consultant

    3 months ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    Lead Financial ConsultantBecome a vital member of a purpose-driven team at Arrow Financial Business. As a Lead Financial Consultant, you will be instrumental in guiding clients towards achieving their financial aspirations. Your proactive approach will involve understanding client requirements, delivering expert guidance, and fostering enduring...

  • Senior Financial Consultant

    2 months ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleAs a Senior Financial Consultant at Arrow Financial Business, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives. Key ResponsibilitiesOur Financial Services Professionals are customer-centric and able to connect with people in a relatable way. As an essential...

  • Senior Financial Consultant

    2 months ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleAs a Senior Financial Consultant at Arrow Financial Business, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives. Key ResponsibilitiesOur Financial Services Professionals are customer-centric and able to connect with people in a relatable way. As an essential...

  • Junior Financial Administrator

    2 weeks ago

    Edmonton, Alberta, Canada Ghost Kitchens Full time

    Job Summary: As a Junior Financial Administrator at Ghost Kitchens, you will be responsible for calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining financial records using manual and computerized bookkeeping systems.Key Responsibilities:Financial Record Keeping: Maintain accurate and up-to-date financial...

  • Senior Financial Consultant

    7 days ago

    Edmonton, Alberta, Canada Envision Financial Full time

    Key ResponsibilitiesThe Senior Financial Advisor will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The role involves identifying member life stage cycles and providing solutions to financial needs, as well as referring members to appropriate advisors as...

  • Virtual Financial Consultant

    3 weeks ago

    Edmonton, Alberta, Canada Arrow Financial Business Full time

    Senior Financial Advisor OpportunityAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building comprehensive plans for our customers.Key Responsibilities:Develop personalized financial strategies for customers,...

  • Senior Financial Consultant

    1 day ago

    Edmonton, Alberta, Canada KPMG-Canada Full time

    Role OverviewKPMG Canada is seeking a highly skilled Senior Financial Consultant to join our team. As an Indigenous Audit Specialist, you will work closely with our First Nations clients and Indigenous-led organizations to provide accounting assistance, year-end reporting, and general advisory services. Key ResponsibilitiesOur ideal candidate will have a...

  • Financial Services Consultant

    2 weeks ago

    Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    Financial Services ConsultantAt ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to help them achieve their goals.Key...

  • Financial Services Consultant

    2 weeks ago

    Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    Financial Services ConsultantAt ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to help them achieve their goals.Key...

  • Visual Communications Specialist

    2 weeks ago

    Edmonton, Alberta, Canada BROAD CONSULTANT LTD. Full time

    Broad Consultant Ltd. is seeking a highly skilled Visual Communications Specialist to join our team. The ideal candidate will have a strong background in graphic design and be able to lead a team of designers to create visually stunning communications materials.Key ResponsibilitiesSupervise and mentor junior designers to ensure high-quality outputDevelop and...

  • Financial Operations Manager

    1 month ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Financial Control Supervisor Job DescriptionBiznes Financial Services Inc is seeking a highly skilled Financial Control Supervisor to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial transactions.Key Responsibilities:Financial Reporting: Prepare and submit detailed...

  • Financial Operations Manager

    4 weeks ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Financial Control Supervisor Job DescriptionBiznes Financial Services Inc is seeking a highly skilled Financial Control Supervisor to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial transactions.Key Responsibilities:Financial Reporting: Prepare and submit detailed...

  • Financial Operations Manager

    4 weeks ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Financial Control Supervisor Job DescriptionBiznes Financial Services Inc is seeking a highly skilled Financial Control Supervisor to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial transactions.Key Responsibilities:Financial Reporting: Prepare and submit detailed...

  • Financial Operations Manager

    1 month ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Financial Control Supervisor Job DescriptionBiznes Financial Services Inc is seeking a highly skilled Financial Control Supervisor to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial transactions.Key Responsibilities:Financial Reporting: Prepare and submit detailed...

  • Financial Operations Manager

    2 months ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Financial Control Supervisor Job DescriptionBiznes Financial Services Inc is seeking a highly skilled Financial Control Supervisor to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial transactions.Key Responsibilities:Financial Reporting: Prepare and submit detailed...

  • Financial Operations Manager

    2 months ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Financial Control Supervisor Job DescriptionBiznes Financial Services Inc is seeking a highly skilled Financial Control Supervisor to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial transactions.Key Responsibilities:Financial Reporting: Prepare and submit detailed...

  • Financial Services Consultant

    3 weeks ago

    Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    Job Summary: As a Financial Services Consultant at ALLTIME INVESTMENTS INC, you will be responsible for identifying clients\u0027 financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct thorough financial assessments to understand clients\u0027 current financial situation and...

  • Financial Services Consultant

    3 weeks ago

    Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    At ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in the financial industry.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop personalized financial plansMake...

  • Financial Services Consultant

    3 weeks ago

    Edmonton, Alberta, Canada ALLTIME INVESTMENTS INC Full time

    At ALLTIME INVESTMENTS INC, we are seeking a skilled Financial Services Consultant to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in the financial services industry.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop personalized financial plansMake...

Junior Financial Consultant

3 months ago

Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time
Position Overview

As a Financial Planning Associate at Trusted Accounting & Tax Services Inc., you will play a vital role in guiding clients towards achieving their financial aspirations. This position requires a blend of analytical skills and interpersonal abilities to foster strong client relationships.

Qualifications
  • Education: A Bachelor's degree is required.
  • Experience: 1 to 2 years of relevant experience in financial advisory services.
Work Environment
  • Willingness to relocate may be necessary.
  • Fast-paced work atmosphere with the ability to manage tight deadlines.
Key Responsibilities
  • Provide expert advice on investment strategies for trust accounts.
  • Assess and identify clients' financial objectives.
  • Oversee and mentor junior staff members.
  • Conduct thorough analysis of clients' financial documentation.
  • Design comprehensive financial plans tailored to client needs.
  • Support the planning and execution of financial audits.
Work Conditions
  • Ability to work under pressure while maintaining attention to detail.
Personal Attributes
  • Demonstrates accuracy and efficiency in all tasks.
  • Possesses strong interpersonal and communication skills, both oral and written.
  • Exhibits sound judgment and organizational skills.
  • Functions effectively as a team player and exercises due diligence.
Additional Information
  • This role contributes to positive environmental outcomes through responsible financial practices.
  • Employment Type: Permanent
  • Language of Work: English
  • Work Hours: 30 to 35 hours per week