Financial Advisor

3 days ago

Ottawa, Ontario, Canada Mnp Llp Full time

Are you passionate about helping businesses thrive? Mnp Llp is seeking a skilled Financial Advisor to join our dynamic Assurance & Accounting team.

About the Role

This is an exciting opportunity to work with a diverse range of clients, providing comprehensive financial guidance and support. As a trusted advisor, you will play a key role in helping our clients make informed decisions with confidence.

Key Responsibilities
  • Conduct compilation, review, audit, bookkeeping, and tax engagements for our clients
  • Set up files for new clients and newly incorporated businesses, managing multiple files simultaneously and conducting inventory counts
  • Perform accounts receivable, accounts payable, capital asset acquisition and disposition, and payroll walk-throughs with clients
  • Summarize clients' current financial status by collecting information and preparing balance sheets, profit and loss statements, and other relevant reports
  • Assess the appropriateness of audit evidence for expenses, revenues, capital asset additions, accounts payable, accounts receivable, and prepaid expenses
  • Review, investigate, and correct discrepancies and irregularities in financial entries, documents, and reports
  • Establish charts of accounts and prepare entries for posting to accounts
  • Prepare correspondence, technical reports, client summaries, and presentations outlining engagement findings, facts, and highlights
  • Collaborate with client engagement teams and build relationships with client contacts
  • Maintain flexibility to travel as necessary
Requirements
  • Bachelor's degree in commerce or business administration (accounting or finance major preferred)
  • Enrolled in the CPA Professional Education Program (PEP)
  • 1 to 2 years of relevant accounting experience
  • Working knowledge of Generally Accepted Accounting Principles (GAAP), Securities and Exchange Commission (SEC), and International Financial Reporting Standards (IFRS)
  • Experience working with accounting and tax software is preferred

The salary for this position is approximately $65,000 - $85,000 per year, depending on experience and qualifications.

  • Senior Legal Advisor for Indigenous Financial Governance

    7 days ago

    Ottawa, Ontario, Canada First Nations Financial Management Board Full time

    Job DescriptionAs a Senior Legal Advisor for Indigenous Financial Governance, you will play a crucial role in supporting the First Nations Financial Management Board (FMB) in its mission to provide financial management and governance services to First Nations communities. This position requires an experienced legal professional with expertise in Indigenous...

  • Senior Financial Portfolio Manager

    2 weeks ago

    Ottawa, Ontario, Canada co-operators Financial Services Full time

    As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

  • Financial Career Professional

    3 days ago

    Ottawa, Ontario, Canada Sun Life Financial Full time

    About the Role:">As a Financial Advisor with Sun Life Financial, you will have the opportunity to build long-term relationships with clients and help them plan financially for various stages of life. This is a purpose-driven career that allows you to make an impact in your community by providing advice and implementing recommendations.About the...

  • Financial Services Advisor

    2 weeks ago

    Ottawa, Ontario, Canada National Defence Full time

    About UsThe Public Service of Canada is committed to building a skilled and diverse workforce that reflects the Canadians we serve.Job SummaryWe are seeking a Financial Services Advisor to join our team at National Defence. As a key member of our organization, you will provide financial advice, analyze financial data, and prepare financial...

  • Strategic Financial Growth Advisor

    3 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    We are seeking a Strategic Financial Growth Advisor to join our team at Scotiabank in Ottawa, Canada.The successful candidate will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. A key aspect of this role is providing investment and financial planning advice to...

  • Senior Financial Planner

    2 weeks ago

    Ottawa, Ontario, Canada Blue Zones Financial Solutions Full time $115,000 - $145,000

    Job OverviewWe are seeking a highly motivated and experienced Senior Financial Planner to join our team at Blue Zones Financial Solutions. As a key member of our wealth management team, you will be responsible for collaborating with our senior advisors to provide comprehensive financial planning and investment management services to our clients.Your primary...

  • Senior Financial Services Advisor

    2 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About the OpportunityWe are seeking a Senior Financial Services Advisor to join our team in Canada. As a key member of our banking network, you will be responsible for providing exceptional service to our customers.Job ResponsibilitiesCustomer Service: Proactively discover customer needs, listen actively, and educate them on relevant financial...

  • Senior Life Insurance Financial Services Representative

    2 weeks ago

    Ottawa, Ontario, Canada People Exchange Inc on behalf of SISIP Financial Full time

    People Exchange Inc, a leading recruitment partner, is supporting SISIP Financial in finding a top-performing Bilingual Life Insurance Advisor-Financial Services professional. With over 50 years of serving the military community, SISIP Financial has earned the trust of Canadian Armed Forces (CAF) members for expert advice and solutions across investing,...

  • Senior Financial Advisor

    2 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Job OverviewWe are seeking a Senior Financial Advisor to join our team in Ottawa, Canada. As a key member of our Canadian Banking Branch network, you will play a vital role in providing exceptional service to our customers.

  • Senior Financial Advisor

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a Senior Financial Advisor to join our Canadian Banking Branch network in Ottawa, Ontario.Key ResponsibilitiesProvide exceptional customer service by taking a proactive approach to discovering customer needs and educating them on relevant financial strategies.Build strong relationships with customers through personalized...

  • Senior Life Insurance Financial Services Specialist

    2 weeks ago

    Ottawa, Ontario, Canada People Exchange Inc on behalf of SISIP Financial Full time

    People Exchange Inc, a leading recruitment partner, is supporting SISIP Financial in the search for a Bilingual Life Insurance Advisor - Financial Services. As a trusted provider to the Canadian Armed Forces community for over 50 years, SISIP Financial offers expert advice and solutions across investing, insurance, financial planning, and sustainable...

  • Financial Risk Management Advisor

    2 weeks ago

    Ottawa, Ontario, Canada Evolvingcarenj Full time

    Job Title:Evolving Care Solutions seeks a highly skilled Financial Risk Management Advisor to join our team.About the Role:This is an exciting opportunity for a motivated professional to contribute to the overall success of our ScotiaHelps CARE Team in ensuring specific individual goals, plans, and initiatives are executed and delivered in support of our...

  • Commercial Law Advisor for Indigenous Affairs

    2 weeks ago

    Ottawa, Ontario, Canada First Nations Financial Management Board Full time

    About the RoleAs a Commercial Law Advisor for Indigenous Affairs at the First Nations Financial Management Board, you will play a vital role in providing expert legal guidance and support to clients and staff on various matters related to financial administration laws and bylaws. You will work closely with stakeholders, including clients, external counsel,...

  • Financial Advisor for Entrepreneurship and Business Development

    2 weeks ago

    Ottawa, Ontario, Canada Ottawa Community Loan Fund (OCLF) Full time $52,000 - $60,000

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team at Ottawa Community Loan Fund (OCLF). As a key member of our team, you will play a vital role in empowering local entrepreneurs through financial guidance and business development support.Job DescriptionThis is a dynamic and rewarding opportunity to work with a diverse range of...

  • Tax Manager

    2 weeks ago

    Ottawa, Ontario, Canada Altis Recruitment Full time

    Job Title: Tax Manager - Senior Financial AdvisorSalary: $80,000 - $120,000 per annumJob Description:We are seeking a highly skilled and experienced Tax Manager to join our team at Altis Recruitment in Nepean. As a dynamic and results-driven professional, you will be responsible for providing expertise in income tax and leading a fast-paced, high-impact...

  • Client Service Advisor

    2 weeks ago

    Ottawa, Ontario, Canada House of Commons (Canada) Chambre des communes (Canada) Full time

    Are you a skilled professional looking for a challenging role in financial services? The House of Commons Administration is seeking a Client Service Advisor to join our team.We are committed to delivering outstanding services to Members of Parliament and their employees, and we value diversity in all its forms. Our talented and dedicated workforce makes it...

  • Client Service Advisor

    2 weeks ago

    Ottawa, Ontario, Canada House of Commons of Canada Chambre des communes du Canada Full time

    The House of Commons Administration delivers exceptional services to Members of Parliament and their employees, supporting parliamentary democracy. Our success relies on our talented workforce, who value diversity and individual growth.Job DescriptionWe are seeking a Client Service Advisor to join the Parliamentary Precinct Operations team in creating a pool...

  • Client Service Advisor

    2 weeks ago

    Ottawa, Ontario, Canada House of Commons of Canada Chambre des communes du Canada Full time

    Welcome to the House of Commons of Canada Chambre des communes du Canada, a dynamic and inclusive workplace that values diversity and recognizes individual growth. Our success is made possible by our talented and dedicated workforce.Company OverviewWe are an organization that is small enough for you to be noticed, but big enough to provide you with a...

  • Business Development Director

    7 days ago

    Ottawa, Ontario, Canada iA Financial Group Full time

    As a key player in the financial services industry, iA Financial Group is committed to innovation and excellence. With over $235 billion in assets under management, we offer a wide range of investments to individual investors through their advisors, including actively managed mutual funds, portfolio solutions, Active ETF Series, and socially responsible...

  • Financial Planning Strategist

    3 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About ScotiabankScotiabank is a cornerstone business within Scotia Wealth Management, earning a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Job SummaryWe are seeking an experienced Financial...