Financial Planning Associate

5 days ago


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

Job Title: Financial Planning Associate

Job Summary: We are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and analysis.

Key Responsibilities:

  • Advise clients on trust account investments and identify their financial goals and objectives.
  • Supervise staff and analyze clients' financial records to develop financial plans.
  • Assist in the planning and execution of financial statement audits.

Requirements:

  • Bachelor's degree in a related field.
  • 1-2 years of experience in financial planning and analysis.
  • Excellent communication and interpersonal skills.

Work Environment: This is a permanent position with 30-35 hours of work per week. The work language is English, and the work term is permanent.



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