Salary: $40.00 to $45.00 hourly (to be negotiated)
Job Overview
Published On: Oct 23, 2026
Application Due: Nov 13, 2026
Job Type: Full Time
Work Term: Permanent
Language: english
Views: 0
Company Overview
Employer: Accel Professional Corporation
Location: Calgary, AB, CA
Job Description
Education: Bachelor's degree
Experience: 1 year to less than 2 years
Tasks
Identify clients' financial goals and objectives
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Assist in the planning and execution of financial statement audits
Computer and technology knowledge
Quick Books
MS Office
Area of specialization
Financial planning
Trust and estate administration
Accounting
Work conditions and physical capabilities
Fast-paced environment
Work under pressure
Attention to detail
Work Term: Permanent
Work Language: English
Hours: 30 to 40 hours per week
Job Details
Work arrangement: Not specified
Work hours: 30 to 40 hours per week
Salary range: $40.00 to $45.00 hourly (to be negotiated)
