Education: Bachelor's degree. Tasks: Identify clients' financial goals and objectives. Manage balance sheets and profit/loss statements. Ensure accuracy and compliance to accounting standards, procedures and internal control. Develop financial plans for clients. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Prepare financial statements and reports. Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements. Analyze financial documents and reports. Examine accounting records. Provide financial, business and tax advice. Assist in the planning and execution of financial statement audits. Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems. Administer charitable or corporate trust funds. Computer and technology knowledge: Accounting software. SAP (FI/CO / HR / MM / OT SD). Quick Books. MS Office. MS Excel. MS Outlook. Sage Accounting Software. Area of specialization: Financial planning. Accounting. Transportation/travel information: Valid driver's licence. Own vehicle. Willing to travel regularly. Personal suitability: Client focus. Efficient interpersonal skills. Excellent oral communication. Organized. Ability to multitask. Proactive. Screening questions: Do you have experience working in this field?. Experience: 2 years to less than 3 years. Workplace information: Hybrid. Health benefits: Dental plan. Health care plan. Vision care benefits. Financial benefits: Bonus. Group insurance benefits. Registered Retirement Savings Plan (RRSP). Stocks/shares. Other benefits: Team building opportunities.