Job Description

Work Term: Permanent
Work Language: English
Hours: 70 hours bi-weekly
Education: Bachelor's degree
Experience: 3 years to less than 5 years

Work setting

On-site customer service
Government department and/or agency
Private company, corporation or industry

Tasks

Direct trust account investments
Identify clients' financial goals and objectives
Manage balance sheets and profit/loss statements
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
Develop and maintain cost findings, reporting and internal control procedure
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
Assist in the planning and execution of financial statement audits
Variance analysis
Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems

Supervision

5-10 people

Certificates, licences, memberships, and courses

Chartered Professional Accountant (CPA)

Computer and technology knowledge

Accounting software
Adagio
MS Excel
MS Windows
MS PowerPoint
MS Outlook

Area of specialization

Financial planning
Risk management
Financial examination
Financial investigation
Financial technology
Accounting

Security and safety

Basic security clearance
Confidential security clearance
Criminal record check

Transportation/travel information

Valid driver's licence

Work conditions and physical capabilities

Fast-paced environment
Work under pressure
Tight deadlines
Attention to detail
Large caseload
Large workload

Personal suitability

Accurate
Client focus
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Flexibility
Initiative
Interpersonal awareness
Judgement
Organized
Reliability
Team player
Ability to multitask
Adaptability
Due diligence
Proactive

Screening questions

Do you have experience working in this field?
Do you have the required certifications listed in the job posting?

Health benefits

Dental plan
Disability benefits
Health care plan
Paramedical services coverage
Vision care benefits

Financial benefits

Group insurance benefits
Life insurance
Pension plan

Long term benefits

Long-term care insurance

Other benefits

Free parking available
Other benefits
Parking available
Wellness program

Support for Indigenous people

Participates in a government or community program or initiative that supports Indigenous people
Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations

chartered professional accountant, certified management accountant (CPA, CMA)

chartered professional accountant, certified management accountant (CPA, CMA)

Job Overview

Company Overview

Job Description

Work setting

Tasks

Supervision

Certificates, licences, memberships, and courses

Computer and technology knowledge

Area of specialization

Security and safety

Transportation/travel information

Work conditions and physical capabilities

Personal suitability

Screening questions

Health benefits

Financial benefits

Long term benefits

Other benefits

Support for Indigenous people

Job Details

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