Financial Planning Associate

1 week ago

Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time
Job Summary

We are seeking a highly skilled Financial Planning Associate 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 advice on trust account investments and developing financial plans for clients.

Key Responsibilities
  • Advise clients on trust account investments and identify their financial goals and objectives.
  • Supervise staff and analyze clients' financial records to develop comprehensive financial plans.
  • Assist in the planning and execution of financial statement audits and ensure accurate and efficient financial reporting.
  • Work in a fast-paced environment with tight deadlines and maintain attention to detail.
Requirements
  • Bachelor's degree in a relevant field.
  • 1-2 years of experience in financial planning or a related field.
  • Excellent oral and written communication skills.
  • Ability to work under pressure and meet deadlines.
  • Strong analytical and problem-solving skills.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
Work Environment

This is a permanent position with a 30-35 hour workweek. The work language is English, and the work setting is willing to relocate.

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