Job Description
LanguagesEnglishEducationBachelor's degreeExperience1 year to less than 2 yearsResponsibilitiesTasksIdentify clients' financial goals and objectivesPlan, set up and administer accounting systemsSupervise staffTrain staffAnalyze clients' financial recordsArrange training for staffEnsure accuracy and compliance to accounting standards, procedures and internal controlPrepare financial information for individuals, departments or companiesDevelop financial plans for clientsPrepare reports and audit findingsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningPrepare financial statements and reportsRecommend improvements to accounting systems and management practicesArrange for sale of financial products and investmentsConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirementsDevelop and maintain cost findings, reporting and internal control procedurePrepare income tax returns from accounting recordsReview and examine financial services and institutions to ensure compliance with governing legislation and regulationAnalyze financial documents and reportsExamine accounting recordsInvestigate possible unethical conduct or breeches of securities or commodity futures lawProvide financial, business and tax adviceUnderwrite new issues of stocks and bondsNegotiate with corporations and government to determine the type and terms of new securities issuePrepare offering prospectus for new issues of stocks and bondsNegotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of clientAdminister estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust fundsCredentialsCertificates, licences, memberships, and coursesChartered Accountants (CA) DesignationExperience and specializationComputer and technology knowledgeViewpointAccounting softwareSimply AccountingQuick BooksData analysis softwareReal WorldInternetMS ExcelMS WindowsTaxPrepArea of specializationFinancial planningAdditional informationSecurity and safetyBondableCriminal record checkWork conditions and physical capabilitiesFast-paced environmentWork under pressureTight deadlinesAttention to detailLarge caseloadLarge workloadPersonal suitabilityAccurateClient focusDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationFlexibilityInitiativeInterpersonal awarenessJudgementOrganizedReliabilityTeam playerAbility to multitaskAdaptabilityBenefitsHealth benefitsDental planHealth care planVision care benefitsFinancial benefitsBonusCommissionOther benefitsFree parking available
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