Financial Planning Associate

20 hours ago


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

Job Title: Financial Planning Associate

About the Role:

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 advising clients on trust account investments and identifying their financial goals and objectives.

Key Responsibilities:

  • Advise clients on trust account investments
  • Identify clients' financial goals and objectives
  • Supervise staff
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Assist in the planning and execution of financial statement audits

Requirements:

  • Bachelor's degree
  • 1 year to less than 2 years of experience
  • Willing to relocate
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Accurate
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Judgement
  • Organized
  • Team player

What We Offer:

  • Permanent employment
  • 30 to 35 hours per week
  • English language
  • Green job


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