Senior Financial Advisor
4 weeks ago
The Financial Advisory Services Group at Baker Tilly provides expert opinions on business valuations, damages, and income analysis for family law purposes. Our team of experienced professionals offers high-quality services to clients, including business valuators and litigation and forensic accountants.
Job SummaryWe are seeking a skilled and detail-oriented professional to join our Financial Advisory Services Group. The successful candidate will be responsible for preparing reports involving business valuations, damages, and income analysis, as well as analyzing legal and financial documentation and gathering and analyzing investment and transactional data.
Key Responsibilities- Prepare reports involving business valuations, damages, and income analysis for family law purposes.
- Analyze legal and financial documentation, including legal agreements, financial statements, and tax returns.
- Gather and analyze investment and transactional data from public and licensed sources.
- Bachelor's degree or higher.
- Relevant work experience in a litigation/business valuations role.
- Enrolled in the Chartered Business Valuators program.
- Demonstrated expertise in analyzing financial statements and knowledge of income tax.
- Strong Microsoft Word and Microsoft Excel skills.
- Excellent interpersonal, communication, and organizational skills.
- Attention to detail and accuracy.
- Sound judgment regarding confidential and sensitive matters.
- Ability to multi-task in a fast-paced environment.
- Ability to work effectively independently and as part of a team.
We offer a competitive remuneration package based on experience and qualifications. Qualified candidates are invited to submit their resume to us in confidence. We appreciate all applications received, but only those selected for an interview will be contacted directly.
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Senior Financial Advisor
3 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...
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Senior Financial Consultant
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Ottawa, Ontario, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial.The 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. They will identify member life stage cycles and provide...
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Senior Financial Consultant
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Ottawa, Ontario, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial.The 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. They will identify member life stage cycles and provide...
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Senior Financial Advisor
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Ottawa, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers and providing expert advice on investment and...
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Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers and providing expert advice on investment and...
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Senior Financial Services Specialist
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Senior Financial Advisor
3 weeks ago
Ottawa, Ontario, Canada Baker Tilly Full timeAt Baker Tilly, we are seeking a highly skilled Senior Financial Advisor to join our Financial Advisory Services Group. As a key member of our team, you will be responsible for providing expert financial analysis and advice to our clients.Your primary responsibilities will include:Preparing financial reports and valuations for businesses and...
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Senior Financial Advisor
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Ottawa, Ontario, Canada Scotiabank Full timeAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. Your expertise in financial planning and investment advice will enable you to build strong relationships with our clients and provide them with tailored solutions to meet their needs.About the RoleKey Responsibilities:Conducting...
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Financial Insurance Advisor
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Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert advice and support to clients in a variety of areas, including business valuations, litigation and forensic accounting, and financial planning and analysis.Job SummaryWe are seeking a highly skilled and experienced Senior Financial...
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Senior Financial Advisor
1 month ago
Ottawa, Ontario, Canada Baker Tilly Full timeAbout Baker Tilly's Financial Advisory Services GroupThe Financial Advisory Services Group at Baker Tilly provides expert advice and support to clients in a variety of areas, including business valuations, litigation and forensic accounting, and financial planning and analysis.Job SummaryWe are seeking a highly skilled and experienced Senior Financial...
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Strategic Financial Advisor
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Senior Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 208357At Scotiabank, we're committed to delivering exceptional service to our customers. As a Senior Financial Advisor, you'll play a key role in helping our customers achieve their financial goals.About the roleWhat your role will be...As a Senior Financial Advisor, you'll be responsible for providing expert advice and guidance to our...
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Senior Financial Advisor
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Financial Advisor Team Member
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Financial Advisor Team Member
4 weeks ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeAbout the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Advisor Team Member. As a key member of our team, you will be responsible for providing financial security planning and advice to our clients, helping them achieve their financial goals and dreams.Key Responsibilities:Meet with clients to understand...
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Senior Financial Consultant
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Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWhat Your Role Will Be:Senior Financial AdvisorAt Scotiabank, we empower employees to build their futures, fostering an environment where they can be themselves and thrive together. Our commitment to diversity and inclusion, combined with a performance-oriented culture that includes coaching, learning, and development, offers endless...
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Senior Financial Consultant
1 month ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWhat Your Role Will Be:Senior Financial AdvisorAt Scotiabank, we empower employees to build their futures, fostering an environment where they can be themselves and thrive together. Our commitment to diversity and inclusion, combined with a performance-oriented culture that includes coaching, learning, and development, offers endless...