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Senior Financial Consultant

3 months ago

Richmond Hill, Ontario, Canada SRCO Professional Corporation Full time
Job Title: Financial Consultant

SRCO Professional Corporation is in search of a meticulous and results-driven Financial Consultant to enhance our team. This role presents an exciting opportunity to engage with clients and deliver expert financial guidance and strategic planning services.

  • Employment Duration: Permanent
  • Working Language: English
  • Work Hours: 40 hours per week
  • Education Required: Bachelor's degree
  • Experience Needed: 1 to 2 years
Key Responsibilities
  • Assess clients' financial aspirations and objectives
  • Design, implement, and manage accounting frameworks
  • Oversee team members
  • Provide training and development for staff
  • Evaluate clients' financial documentation
  • Create tailored financial strategies for clients
  • Compile reports and audit outcomes
  • Suggest enhancements to accounting frameworks and management practices
  • Advise on financial planning, investment strategies, retirement options, and estate management
  • Conduct compliance audits for businesses
  • Generate financial statements and reports
  • Facilitate new securities underwriting
  • Manage various trust types
  • Offer financial, business, and tax consultancy
Qualifications and Certifications
  • Chartered Accountants (CA) Designation
Technical Proficiency
  • Viewpoint
  • Accounting software
  • Simply Accounting
  • QuickBooks
  • Data analysis tools
  • Real World
  • Internet applications
  • MS Excel
  • MS Windows
  • TaxPrep
Specialization Area
  • Financial Planning
Security and Compliance
  • Bondable
  • Criminal record verification
Work Environment and Physical Demands
  • Fast-paced setting
  • Ability to work under pressure
  • Manage tight deadlines
  • Strong attention to detail
  • Handle a substantial workload
Personal Attributes
  • Accuracy
  • Client-oriented
  • Dependable
  • Strong interpersonal skills
  • Excellent verbal communication
  • Exceptional written communication
  • Adaptable
  • Proactive
  • Interpersonal awareness
  • Sound judgment
  • Organized
  • Reliable
  • Team-oriented
  • Multitasking ability
Health Benefits
  • Dental coverage
  • Health care coverage
  • Vision care benefits
Financial Incentives
  • Bonus structure
  • Commission opportunities
Additional Perks
  • Complimentary parking available