Alberta Financial planners Jobs – 51 Openings This Week

Tax Manager
Confidential —Grande Prairie, AB
- Full-time
- Research
- Analysis skills
- Mentoring
- Disability insurance
- Paid time off
Quick apply
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Calgary, AB
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Customer service
- Bachelor's
- Team management
- Employee stock purchase plan
Financial Advisor, Investment & Retirement Planning - Brentwood Road
Scotiabank —Calgary, AB
- Sales
- Financial services
Mobile Mortgage Specialist
TD Bank —Calgary, AB
- Full-time
- Customer service
- Business development
- Paid time off
Mobile Mortgage Specialist
TD Bank —Edmonton, AB
- Full-time
- Customer service
- Business development
- Paid time off
Mobile Mortgage Specialist - Central Region
TD Bank —Edmonton, AB
- Full-time
- Customer service
- Business development
- Paid time off
Financial Planner
BMO Financial Group —Edmonton, AB
- Full-time
- Data analysis skills
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
13d
Financial Planner, Scotia Financial Planning - Lethbridge
Scotiabank —Lethbridge, AB
- Business development
- Travel
- Financial services
Financial Planner
Royal Bank of Canada —Drumheller, AB
- Full-time
- Business development
- Financial services
Financial Planner - Sunridge
TD Bank —Calgary, AB
- $60,000–$70,000 a year
- Full-time
- Sales
- Customer service
- Finance
- Paid time off
Financial Planner
Richardson Wealth Ltd —Calgary, AB
- Full-time
- English
- Finance
- Master's degree
Quick apply
Financial Planner
Raymond James Financial, Inc. —Cochrane, AB
- $75,000–$90,000 a year
- Full-time
- Presentation skills
- Time management
- Analytics
- Tuition reimbursement
- Paid time off
Financial Planner Investment and Retirement Planner
Royal Bank of Canada —Red Deer, AB
- Full-time
- Sales
- Business development
- Computer skills
- Flexible schedule
Financial Planner - Airdrie
TD Bank —Airdrie, AB
- $60,000–$70,000 a year
- Full-time
- Sales
- Customer service
- Finance
- Paid time off
Financial Service Representative (Digital Business Unit)
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Full-time
- CRM software
- Finance
- Business development
- Dental care
- Life insurance
Quick apply
14d
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- $100,000–$140,000 a year
- Full-time
- Remote
- Sales
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Financial Planner, Scotia Financial Planning - Calgary
Scotiabank —Calgary, AB
- Business development
- Travel
- Financial services
Financial Planner - Lethbridge
TD Bank —Lethbridge, AB
- $60,000–$70,000 a year
- Full-time
- Sales
- Customer service
- Finance
- Paid time off
Student Financial Planner
CDI College —Edmonton, AB
- $40,000 a year
- Immediate opening
- Microsoft Outlook
- Sales
- Customer service
Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta
Scotiabank —Cold Lake, AB
- Remote
- Business development
- Financial services
- Budgeting

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financial planners jobs near alberta

Tax Manager

Confidential
Grande Prairie, AB

Quick apply

Job details

Full-time

Qualifications

Succession planning
Tax planning
Customer relationship building
Project planning
Coaching
Research
Client relationship development
Analysis skills
Client services
Mentoring
Budgeting
Client consultation
Estate planning
Delegation
Communication skills
Client interaction
Analytics

Full job description

About the Opportunity

A well-established accounting firm in Grande Prairie is seeking an experienced Tax Manager to join its growing tax advisory practice.

This is an opportunity for a tax professional who enjoys working directly with partners, business owners, and their advisors on corporate reorganizations, succession planning, estate planning, and other complex tax matters.

The successful candidate will have the opportunity to take a significant role in developing and delivering advisory solutions for privately owned businesses and high-net-worth individuals, while working alongside experienced accountants and advisors.

This is not primarily a compliance role. While a strong understanding of Canadian corporate and personal tax compliance is important, the role focuses on applying that knowledge to proactive tax planning and reorganizations.

Key Responsibilities

Tax Advisory & Reorganizations

Lead and assist with Canadian tax planning engagements for privately owned businesses and their shareholders.
Design and implement corporate reorganizations, including:
Estate freezes
Section 85 rollovers
Section 86 reorganizations
Capital reorganizations
Share exchanges
Corporate acquisitions and dispositions
Holding company and operating company reorganizations
Butterfly transactions and related divisive reorganizations
Shareholder succession and intergenerational transfers
Post-mortem and estate planning strategies
Analyze transactions from both a tax and business perspective and identify planning opportunities and risks.
Prepare and review detailed tax calculations, transaction steps, implementation plans and supporting documentation.
Research complex tax issues and develop practical recommendations for clients and engagement teams.
Work closely with lawyers, financial planners, investment professionals and other external advisors when required.

Client Relationships

Work directly with business owners, entrepreneurs and professional advisors.
Develop a strong understanding of clients' businesses, ownership structures and long-term objectives.
Communicate complex tax concepts in a clear and practical manner.
Participate in client meetings and present recommendations and planning strategies.
Develop trusted advisor relationships and identify opportunities for additional tax and advisory services.

Engagement Management

Manage multiple advisory engagements from initial planning through implementation.
Establish engagement scope, timelines, and budgets.
Delegate work to other professionals and provide coaching and technical guidance.
Review work prepared by other team members and ensure appropriate technical quality.
Maintain appropriate documentation and ensure tax planning files meet professional standards.

Tax Technical Leadership

Stay current with changes to Canadian federal and provincial tax legislation, CRA administrative positions, and relevant case law.
Research and resolve complex tax questions.
Develop internal technical resources, templates, and planning tools.
Share technical knowledge with the broader firm through training and mentoring.
Assist partners with complex tax matters and contribute to the development of the firm's tax advisory practice.

Qualifications

Open to pursuing, in progress, or has completed the In-Depth Tax Program
Canadian tax experience within a public accounting environment.
Approximately 3+ years of progressive Canadian tax experience, with experience in tax planning and advisory work.
Strong knowledge of Canadian corporate and personal taxation.
Demonstrated experience with corporate reorganizations and tax planning for privately owned businesses.
Strong technical research and analytical skills.
Excellent written and verbal communication skills.
Ability to manage multiple projects and competing deadlines.
Strong client-service orientation and the ability to develop trusted relationships with business owners.

Ideal Candidate

The ideal candidate is someone who:

Enjoys solving problems rather than simply completing compliance work.
Has a strong interest in corporate tax planning and reorganizations.
Can take a complex tax issue and turn it into a practical solution for a client.
Is comfortable participating in client meetings and explaining recommendations.
Has strong attention to detail without losing sight of the overall business objective.
Wants to build a career in tax advisory and develop into a senior technical and client-facing tax professional.
Is entrepreneurial and interested in helping grow a specialized tax advisory practice.

Candidates with experience in estate freezes, intergenerational transfers, corporate reorganizations, shareholder transactions, business sales or acquisitions, and succession planning are particularly encouraged to apply.

What We Offer

Opportunity to work on sophisticated tax planning matters with privately owned businesses and their owners.
Significant client contact and opportunity to develop advisory relationships.
Exposure to a broad range of corporate reorganizations and succession planning matters.
A collaborative environment with experienced accounting and advisory professionals.
Opportunities for professional growth and advancement within a growing tax advisory practice.
Competitive compensation based on experience and qualifications.
Flexible working arrangements and a strong focus on work-life balance.

To Apply

If you are an experienced Canadian tax professional looking for an opportunity to move beyond traditional compliance work and build your career in tax advisory and corporate reorganizations, we would like to hear from you.

Please submit your resume and a brief cover letter outlining your tax experience.

We will treat all inquiries and applications confidentially.

Benefits:

Company events
Disability insurance
Flexible schedule
Life insurance
On-site parking
Paid time off
RRSP match

Work Location: In person

Quick apply

Refine Your Search

financial planners jobs in alberta

Tax Manager

Claims Consultant, Specialty (E+O/D+O/Commercial Crime)

Financial Advisor, Investment & Retirement Planning - Brentwood Road

Mobile Mortgage Specialist

Mobile Mortgage Specialist

Mobile Mortgage Specialist - Central Region

Financial Planner

Financial Planner, Scotia Financial Planning - Lethbridge

Financial Planner

Financial Planner - Sunridge

Financial Planner

Financial Planner

Financial Planner Investment and Retirement Planner

Financial Planner - Airdrie

Financial Service Representative (Digital Business Unit)

Wealth Advisor (Winnipeg & Multiple locations available)

Financial Planner, Scotia Financial Planning - Calgary

Financial Planner - Lethbridge

Student Financial Planner

Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta

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