Ontario Tax advisor Jobs – 456 Openings This Week

Junior Financial Advisor
Ferguson Financial Planning | CI Assante Wealth Management Ltd. —Mississauga, ON
- From $75,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
Associate Advisor
Royal Bank of Canada —Oakville, ON
- $38,000–$60,000 a year
- Full-time
- Microsoft Excel
- Customer service
- English
13d
Senior Canadian Tax Manager, CPA (Hybrid)
Henderson Partners LLP —Oakville, ON
- $135,000–$180,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Accounting
- Wellness program
- Disability insurance
Quick apply
Corporate Tax Manager
Vaco by Highspring —Toronto, ON
- $65 an hour
- Contract
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Vision care
Quick apply
8d
Client Services Associate/Associate Advisor
Matthews + Associates —Peterborough, ON
- $50,000–$54,000 a year
- Full-time
- Hybrid work
- English
- Finance
- Administrative experience
- Profit sharing
- Wellness program
Quick apply
9d
Chief Financial Officer (CFO)
Bolder Developments —Toronto, ON
- $132,144–$180,000 a year
- Full-time
- Finance
- Master's degree
- Bachelor's
Quick apply
CPA Manager Accounting & Assurance
PDC Accounting Evolved Chartered Professional Accountants —Ottawa, ON
- $70,000–$118,000 a year
- Full-time
- Customer service
- Project management
- Team management
Quick apply
Controller
Drewlo Holdings —London, ON
- $110,000–$125,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Accounting
- Dental care
- Life insurance
Quick apply
Treasurer
The Corporation of the Township of Ignace —Ignace, ON
- $120,000–$140,000 a year
- Overtime
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Relocation assistance
Quick apply
5d
Assurance Manager - Health Professional Group
GGFL —Ottawa, ON
- $92,000–$105,000 a year
- Full-time
- Communication skills
- Paid time off
Quick apply
Registered Representative - Associate Advisor
Joe D’Aurizio - Investment Advisor —Burlington, ON
- $80,000–$115,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Dental care
Quick apply
11d
Assistant Controller
FoodServiceDirect.com —Kingston, ON
- From $100,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Finance
- Dental care
- Paid time off
Quick apply
Senior Corporate Accountant
Tree of Life Canada —Mississauga, ON
- $68,000–$102,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Business
Accounting Manager
SFIR Consulting Ltd. —Greater Toronto Area, ON
- $90,000–$100,000 a year
- Full-time
- Remote
- Finance
- Bachelor's
- Accounting
- Profit sharing
- Dental care
Quick apply
7d
Controller (Real Estate)
AON Inc. —Peterborough, ON
- $90,000–$120,000 a year
- Full-time
- Microsoft Excel
- Finance
- Bachelor's
- Dental care
- Vision care
13d
Property Manager / Senior Property Manager
Pocrnic Realty Advisors Inc. —Hamilton, ON
- $80,000–$90,000 a year
- Full-time
- Customer service
- Travel
- In-person
- Tuition reimbursement
- Paid time off
Quick apply
Senior Analyst, Investment Operations
CAAT Pension Plan —Toronto, ON
- $96,800–$113,800 a year
- Full-time
- Microsoft Office
- Finance
- Bachelor's
- Wellness program
Quick apply
Administrative Assistant (Financial Planning/Tax Service
Hanson Financial Group —Tecumseh, ON
- $21–$23 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- English
Quick apply
Specialist, Tax
Coca-Cola Canada Bottling Limited —Toronto, ON
- $82,800–$100,000 a year
- Hybrid work
- Microsoft Excel
- ERP systems
- Finance
- Employee assistance program
1d
Inside Sales Representative - Life Insurance
Maple Bay Financial Corp. —Toronto, ON
- $50,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
Quick apply
10d

I want to receive the latest job alerts for tax advisor in ontario

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

tax advisor jobs near ontario

Junior Financial Advisor

Ferguson Financial Planning | CI Assante Wealth Management Ltd.
Mississauga, ON

Quick apply

Job details

Full-time
From $75,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Microsoft Excel
Microsoft Outlook
Salesforce
Post-secondary education
Microsoft Office
Master's degree
CFP
Bachelor's
Financial services
CSC
Business
Chartered Financial Analyst
Communication skills

Full job description

Please note that this is a full-time position, and in-office attendance in the Mississauga office is required 5 days per week.

SUMMARY OF ROLE:

We are currently seeking a Junior Financial Advisor to join our team in Mississauga and support the operations of the Ferguson Financial Planning team at CI Assante Wealth Management Ltd. The Junior Financial Advisor will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.

In this role, the successful candidate will have the following:

QUALIFICATION REQUIREMENTS:

A minimum of two (2) years’ experience in the securities, mutual fund &/or financial planning industry.
Post-secondary education required.
An understanding of mutual funds, ETFs, stocks, bonds and other investment products.
Experience with Salesforce, Conquest and Snap Projections a strong asset
Professional designation such as Chartered Accountant, Chartered Financial Analyst, Certified Financial Planner or MBA.
Successful completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) prior to hire date (valid & completed within the last three years);
Upon hire, the Assante Wealth Management 90-Day training program must be successfully completed;
Successful completion of the Wealth Management Essentials Course (WME) within 24 months of hire date;
Successful completion of Insurance License within 24 months of hire date;
Successful completion of Certified Financial Planner designation within 60 months of hire date
Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
Proven skills in financial literacy and/or advice capacity with the ability to educate and convey important financial goals and concepts to prospects and clients.
Strong client service, prospecting and cross-selling skills to build/maintain relationships with prospects, clients, employees and management
Ability to meet deadlines and work effectively under pressure
Excellent interpersonal/relationship building and communication skills: verbal, written and presentational
MS Office Suite (Word, Excel, Outlook, & PowerPoint) and proficiency in industry software a must

ROLE & RESPONSIBILITIES:

Contacting clients and setting up meetings to review their investment portfolio and provide ongoing investment advice.
Conduct in-depth reviews of client’s financial circumstances and determine their financial objectives and goals. Based on the information gathered prepare a detailed Financial Plan and present that Plan to them.
Research the marketplace and provide clients with information on new and existing products and services. Provide a complete risk analysis of all new products and ensure that they are appropriate for the client.
As part of your marketing initiative, you will be required to hold client and prospecting seminars. The seminars should be specific to a particular product or concept with the objective of obtaining new clients or more assets from existing clients.
Manage the client database through Navigator. Notes for all client meetings to be maintained in Navigator and any changes to client’s situations to be updated accordingly.
Work with clients, as required, to assist them in obtaining bank financing, getting their Wills & Powers of Attorney prepared, incorporating their businesses and resolving income tax related issues.
Attend our weekly staff meeting.
Adhere to all compliance and regulatory requirements.

Ferguson Financial Planning, an independently owned and operated branch of CI Assante Wealth Management Ltd., welcomes and encourages applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

To learn more about us, please visit our website at fergusonfinancialplanning.com.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

Dental care
Extended health care
Paid time off

Ability to commute/relocate:

Mississauga, ON L5B 3J1: reliably commute or plan to relocate before starting work (required)

Application question(s):

What character in a book or movie would best describe you... who is it and why?

Education:

Bachelor's Degree (required)

Experience:

Financial services: 2 years (required)

Willingness to travel:

100% (required)

Work Location: In person

Quick apply

Refine Your Search

tax advisor jobs in ontario

Junior Financial Advisor

Associate Advisor

Senior Canadian Tax Manager, CPA (Hybrid)

Corporate Tax Manager

Client Services Associate/Associate Advisor

Chief Financial Officer (CFO)

CPA Manager Accounting & Assurance

Controller

Treasurer

Assurance Manager - Health Professional Group

Registered Representative - Associate Advisor

Assistant Controller

Senior Corporate Accountant

Accounting Manager

Controller (Real Estate)

Property Manager / Senior Property Manager

Senior Analyst, Investment Operations

Administrative Assistant (Financial Planning/Tax Service

Specialist, Tax

Inside Sales Representative - Life Insurance

I want to receive the latest job alerts for tax advisor in ontario

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected