Financial Services Representative
Top Benefits
About the role
Rise to the challenge
Rise is Canada's complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.
At Rise, we're changing how work happens and how people work. We'd love for you to join us and experience the most positive, challenging, and transformative part of your career.
About the role
Thousands of Canadian companies trust Rise to run their payroll, and behind every pay run is real money moving: source deductions, tax remittances, premium billing, bank transactions. You'll be the person who makes sure it all adds up.
As a Financial Services Representative, you'll own the accounting and tax-related support experience for our customers. You'll reconcile remittances, handle provincial tax reporting, answer tricky payroll tax questions, and keep invoicing running smoothly.
You'll also work closely with our Onboarding, Support, and Product teams, feeding what you learn from customers back into the platform to make Rise better for everyone.
The day-to-day
- Provide accounting support to customers, including general banking tasks, payroll tax questions, source deduction issues, and remittance reconciliation
- Handle provincial tax reporting, such as Ontario EHT filings and Workers Comp remittances
- Investigate and resolve discrepancies: reconciliation questions, client banking issues, and missed payments
- Manage customer premium billing and payments, keeping records accurate and up to date
- Maintain daily invoicing and crediting across client accounts
- Support the Onboarding team with tasks like setting up third-party remittances for new clients
- Work with Product to flag recurring pain points and suggest improvements based on what you see in the field
About you
- 1+ years of experience in accounting, bookkeeping, payroll, or a related field
- A diploma or degree in accounting, finance, or business, or equivalent hands-on experience
- Comfortable working in Excel with financial and numerical data (pivot tables, lookups, reconciliation templates)
- Clear communicator who can explain financial details to non-finance customers
- Able to juggle multiple client requests and shift priorities without losing track of details
- Bonus: Familiarity with Canadian payroll taxes, source deductions, or remittance processes
- Bonus: Experience with accounting or payroll software (Xero, QuickBooks, or similar)
- Bonus: Bilingual proficiency in French and English
What Rise offers
- Rise is all about creating a positive company culture, both for our clients and our employees. We believe that happiness isn't the cause of employee engagement; it's the result.
- The base salary for this position is $50,000-60,000, depending on experience, plus stock options.
- This role requires 1–2 days per week in our Burnaby office to handle some physical paperwork. The rest of the week is remote.
- Rise believes that time off is just as important as time spent. We offer 3 weeks of paid vacation, flexible personal wellness days, as well as one day off for your birthday and your work anniversary.
- We support your growth with a personal $1,000 learning and development budget to take courses, attend conferences, webinars, you name it!
- We offer no-wait benefits. This means that starting your first day, you have access to our comprehensive benefits package, which includes dental, eye care, and $2,000 in counselling coverage, among many other great health benefits.
At Rise, we care more about where you're headed, not where you've been. We encourage people of all ages, backgrounds, identities, and orientations to apply.
Not the right fit? Search for Financial Services Representative jobs in Burnaby, BC
About Rise People Inc.
At Rise, we believe that humans are more than just resources and employees are so much more than cogs in the corporate wheel.
People are the heart of every business—to be valued, supported and taken care of. Today’s HR is about people, not policies; culture, not compliance; wellness, not administration.
We’ve embraced this revolution in people management and reimagined the HR platform to put people first. Rise helps you improve the employee experience, foster health and wellness, and create a foundation on which work can improve life and life can improve work. By simplifying and unifying HR, benefits and payroll into one powerful solution, we are building a better workforce that puts people first.
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Financial Services Representative
Top Benefits
About the role
Rise to the challenge
Rise is Canada's complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.
At Rise, we're changing how work happens and how people work. We'd love for you to join us and experience the most positive, challenging, and transformative part of your career.
About the role
Thousands of Canadian companies trust Rise to run their payroll, and behind every pay run is real money moving: source deductions, tax remittances, premium billing, bank transactions. You'll be the person who makes sure it all adds up.
As a Financial Services Representative, you'll own the accounting and tax-related support experience for our customers. You'll reconcile remittances, handle provincial tax reporting, answer tricky payroll tax questions, and keep invoicing running smoothly.
You'll also work closely with our Onboarding, Support, and Product teams, feeding what you learn from customers back into the platform to make Rise better for everyone.
The day-to-day
- Provide accounting support to customers, including general banking tasks, payroll tax questions, source deduction issues, and remittance reconciliation
- Handle provincial tax reporting, such as Ontario EHT filings and Workers Comp remittances
- Investigate and resolve discrepancies: reconciliation questions, client banking issues, and missed payments
- Manage customer premium billing and payments, keeping records accurate and up to date
- Maintain daily invoicing and crediting across client accounts
- Support the Onboarding team with tasks like setting up third-party remittances for new clients
- Work with Product to flag recurring pain points and suggest improvements based on what you see in the field
About you
- 1+ years of experience in accounting, bookkeeping, payroll, or a related field
- A diploma or degree in accounting, finance, or business, or equivalent hands-on experience
- Comfortable working in Excel with financial and numerical data (pivot tables, lookups, reconciliation templates)
- Clear communicator who can explain financial details to non-finance customers
- Able to juggle multiple client requests and shift priorities without losing track of details
- Bonus: Familiarity with Canadian payroll taxes, source deductions, or remittance processes
- Bonus: Experience with accounting or payroll software (Xero, QuickBooks, or similar)
- Bonus: Bilingual proficiency in French and English
What Rise offers
- Rise is all about creating a positive company culture, both for our clients and our employees. We believe that happiness isn't the cause of employee engagement; it's the result.
- The base salary for this position is $50,000-60,000, depending on experience, plus stock options.
- This role requires 1–2 days per week in our Burnaby office to handle some physical paperwork. The rest of the week is remote.
- Rise believes that time off is just as important as time spent. We offer 3 weeks of paid vacation, flexible personal wellness days, as well as one day off for your birthday and your work anniversary.
- We support your growth with a personal $1,000 learning and development budget to take courses, attend conferences, webinars, you name it!
- We offer no-wait benefits. This means that starting your first day, you have access to our comprehensive benefits package, which includes dental, eye care, and $2,000 in counselling coverage, among many other great health benefits.
At Rise, we care more about where you're headed, not where you've been. We encourage people of all ages, backgrounds, identities, and orientations to apply.
Not the right fit? Search for Financial Services Representative jobs in Burnaby, BC
About Rise People Inc.
At Rise, we believe that humans are more than just resources and employees are so much more than cogs in the corporate wheel.
People are the heart of every business—to be valued, supported and taken care of. Today’s HR is about people, not policies; culture, not compliance; wellness, not administration.
We’ve embraced this revolution in people management and reimagined the HR platform to put people first. Rise helps you improve the employee experience, foster health and wellness, and create a foundation on which work can improve life and life can improve work. By simplifying and unifying HR, benefits and payroll into one powerful solution, we are building a better workforce that puts people first.