Work setting

• Various locations

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Plan, set up and administer accounting systems
• Supervise staff
• Train staff
• Analyze clients' financial records
• Arrange training for staff
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Prepare financial information for individuals, departments or companies
• Develop financial plans for clients
• Prepare reports and audit findings
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Prepare financial statements and reports
• Recommend improvements to accounting systems and management practices
• Arrange for sale of financial products and investments
• Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
• Develop and maintain cost findings, reporting and internal control procedure
• Prepare income tax returns from accounting records
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Analyze financial documents and reports
• Examine accounting records
• Investigate possible unethical conduct or breeches of securities or commodity futures law
• Provide financial, business and tax advice
• Underwrite new issues of stocks and bonds
• Act as trustee in bankruptcy proceedings
• Negotiate with corporations and government to determine the type and terms of new securities issue
• Prepare offering prospectus for new issues of stocks and bonds
• Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Supervision

• 16-20 people

Experience and specialization

Computer and technology knowledge

• Accounting software
• Database software
• Data analysis software

Area of specialization

• Financial planning
• Financial examination
• Investment underwriting
• Trust and estate administration
• Mortgage brokering

Additional information

Work conditions and physical capabilities

• Work under pressure

Personal suitability

• Accurate
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Organized
• Team player

Benefits

Health benefits

• Health care plan

Other benefits

• Other benefits