Financial Services Advisor

1 month ago


Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time
Job Title: Associate Financial Advisor

We are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients.

Key Responsibilities:
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals and objectives.
  • Investment Advice: Provide expert advice on trust account investments, ensuring that clients' financial goals are met.
  • Client Supervision: Supervise staff and ensure that all financial services are delivered to the highest standard.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for financial growth.
  • Financial Statement Audits: Assist in the planning and execution of financial statement audits to ensure compliance and accuracy.
Requirements:
  • Education: Bachelor's degree in a relevant field.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Work Environment: Fast-paced environment with tight deadlines and a focus on attention to detail.
  • Personal Suitability: Accurate, efficient, and excellent communication skills, with a strong ability to work as part of a team.
What We Offer:
  • Permanent Position: A permanent position with a reputable company.
  • Green Job: A role that involves duties and responsibilities that lead to positive environmental outcomes.
  • Language: English language.
  • Hours of Work: 30 to 35 hours per week.

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