Senior Financial Advisory Services Specialist
4 weeks ago
At Baker Tilly, we are seeking a highly skilled Senior Financial Advisory Services Specialist to join our Financial Advisory Services Group. The ideal candidate will have a strong background in business valuations and litigation support, with excellent analytical and communication skills.
The successful candidate will be responsible for preparing reports involving the valuation of business interests, quantification of damages, income and/or business loss, and income analysis for family law purposes. They will also analyze legal and financial documentation, such as legal agreements, financial statements, and tax returns, and gather and analyze investment and transactional data from public and licensed sources.
We offer a competitive remuneration package based on experience and qualifications. If you are a motivated and detail-oriented professional with a passion for financial advisory services, we encourage you to apply.
Please submit your resume to us, and we will review it in confidence. We look forward to hearing from you.
-
Senior Financial Services Specialist
1 month ago
Ottawa, Ontario, Canada Envision Financial Full timeWe are seeking a Senior Financial Services Specialist to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Services Specialist identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate...
-
Financial Advisory Services Expert
6 days ago
Ottawa, Ontario, Canada Baker Tilly Canada Full timeSenior Financial Advisory ServicesBaker Tilly Canada Cooperative is one of the country's largest associations of chartered accounting firms. With member firms from coast to coast, we offer value-added audit, tax and advisory solutions through our in-house skills, customized offerings and service excellence.We have a long-lasting reputation for delivering...
-
Senior Financial Advisory Services Specialist
4 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeWe are seeking a highly skilled and experienced professional to join our Financial Advisory Services Group at Baker Tilly. The successful candidate will be responsible for providing expert opinions on business valuations, quantification of damages, and income analysis for family law purposes.The ideal candidate will have a strong background in litigation and...
-
Ottawa, Ontario, Canada Baker Tilly Canada Cooperative Full timeJob DescriptionWe are seeking a highly skilled Finance Senior: Valuation and Advisory Expert to join our team at Baker Tilly Canada Cooperative. As a key member of our Financial Advisory Services Group, you will play a crucial role in providing expert financial advisory services to clients across the country.
-
Senior Financial Advisor
4 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeBaker Tilly is seeking a highly skilled Senior Financial Advisor to join their Financial Advisory Services Group. The ideal candidate will have a strong background in business valuations, litigation, and forensic accounting.The Senior Financial Advisor will be responsible for preparing reports involving the valuation of business interests, quantification of...
-
Senior Business Valuations Specialist
3 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeBaker Tilly's Financial Advisory Services Group is seeking a highly skilled and detail-oriented individual to join their team as a Senior Business Valuations Specialist. The ideal candidate will have a Bachelor's degree or higher and relevant work experience in a litigation/business valuations role.The successful candidate will be responsible for...
-
Senior Administrative Assistant
4 weeks ago
Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full timeSenior Administrative Assistant OpportunityWe are seeking a highly organized and experienced Senior Administrative Assistant to support our team at Grandmaster Financial Planning, a rapidly growing independent boutique firm specializing in advanced financial planning.This role plays a crucial part in ensuring smooth daily operations and high client...
-
Financial Planning and Advisory Expert
1 week ago
Ottawa, Ontario, Canada Bank of Canada Full timeAbout the OpportunityThe Bank of Canada is seeking a highly skilled Financial Planning and Advisory Expert to join our Strategic & Financial Advice (SFA) business line. This exciting role will provide you with the opportunity to leverage your expertise in financial management and planning to make a meaningful impact on our organization.Job SummaryWe are...
-
Senior Financial Services Professional
6 days ago
Ottawa, Ontario, Canada MD Financial Management Full timeAre you a highly skilled and motivated individual looking for a challenging role in the financial services industry?About MD Financial ManagementMD Financial Management is a Canadian wealth management company that helps professionals achieve their long-term financial goals. Our team of experienced advisors provides personalized advice and guidance to help...
-
Senior Financial Services Analyst
1 week ago
Ottawa, Ontario, Canada Baker Tilly Full timeBaker Tilly is a leading accounting firm in Canada, known for its expertise in audit, tax, and advisory services. Our Chartered Professional Accounting practice has grown significantly over the years, with over 100 partners and professional staff.We are part of Baker Tilly Canada Cooperative, one of Canada's largest associations of Chartered Accounting...
-
Senior Financial Services Director
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeJob OverviewThis Senior Financial Services Director position is a fully mobile role, requiring constant travel between client locations and offices. Based in Ottawa, Ontario, Canada, the successful candidate will be responsible for leading a team of Investment Specialists in an assigned market area.
-
High Net Worth Financial Specialist
6 days ago
Ottawa, Ontario, Canada Pivot + Edge Full timeAbout IP Private WealthWe are a leading wealth management company that prides itself in delivering exceptional client experiences. With years of experience in the financial services industry, we have established ourselves as a trusted advisor for high-net-worth individuals and families.Compensation PackageThe successful candidate can expect a competitive...
-
Tax Accountant
4 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeWelcome to Baker Tilly Ottawa, a leading independent member of Baker Tilly Canada. Our firm has a strong reputation for providing value-added audit, tax, advisory, legal, and people solutions. As an all-Canadian network, we have a longstanding history of excellence in the industry.Baker Tilly Ottawa LLP has been a quality provider of financial advisory,...
-
Senior Financial Services Advisor
2 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeAt Baker Tilly, we are seeking a highly skilled Business Valuations and Litigation Analyst to join our Financial Advisory Services Group.The successful candidate will be responsible for preparing reports involving the valuation of business interests, quantification of damages, income, and business loss analysis for family law purposes.Key responsibilities...
-
Senior Financial Business Partner, Finance
4 weeks ago
Ottawa, Ontario, Canada CMHC - SCHL Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Business Partner to join our Corporate Enterprise Portfolio Management team. As a key member of our team, you will be responsible for providing strategic and operational financial advisory services to our clients.As a Senior Financial Business Partner, you will lead the synthesis and delivery of...
-
Senior Financial Associate
1 week ago
Ottawa, Ontario, Canada exp Services Inc. Full timeAbout exp Services Inc.We are a reputable organization seeking an experienced Senior Financial Associate to join our team.CompensationThe estimated salary for this position is $65,000 - $85,000 per year, depending on qualifications and experience.Job DescriptionAs a Senior Financial Associate, you will be responsible for managing financial records,...
-
Senior Financial Relationship Manager
4 weeks ago
Ottawa, Ontario, Canada MD Financial Management Full timeBuild a successful career with MD Financial Management as a Senior Financial Relationship Manager. In this role, you will be responsible for building strong relationships with our clients, understanding their financial goals and objectives, and providing tailored investment solutions to meet their needs.Key Responsibilities:Develop and maintain strong...
-
Risk Advisory Services Consultant
3 weeks ago
Ottawa, Ontario, Canada BDO Full timeTransforming Businesses through Informed Risk ManagementBDO is a firm committed to delivering exceptional service, helping clients navigate the complexities of risk advisory services with confidence. We strive to foster a dynamic environment that encourages personal and professional growth, with a strong focus on fostering a culture of respect,...
-
Senior Consultant, Risk Advisory Services Lead
2 weeks ago
Ottawa, Ontario, Canada BDO Full timePutting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust.Your OpportunityBDO Canada LLP is seeking a S enior Consultant, Risk Advisory Services to join our Risk Advisory team in Ottawa. This role...
-
Sales Director
1 month ago
Ottawa, Ontario, Canada iA Financial Group Full timeAbout the Role:The Senior VP of Sales is a key member of our sales team, responsible for generating sales results and achieving a pre-determined annual sales target. This role requires a proactive approach to prospecting efforts, engaging with and servicing existing clients through various communication channels.Key Responsibilities:Develop and maintain...