Financial Advisory Assistant Jobs

Contribute to people initiatives including recruiting, retaining and training Finance & Performance Management professionals

Maintain an educational program to continually develop personal skills

Professional designation and/or qualification i.e. MBA, CA, CPA

Experience in delivering projects that cover the full life cycle of assessment, design and implementation support

Dedication to teamwork and leadership, with experience in managing and/or mentoring junior staff and providing direction to team members

Excellent communication skills including verbal, written, and presentation

Excellent knowledge of basic accounting and bookkeeping procedures and principles

Excellent organizational, analytical and problem-solving skills

Excellent client service and interpersonal skills

Experience using word processing, spreadsheets, and databases at an intermediate level

Employer paid defined benefit pension plan

Ability to maintain records with a high degree of accuracy

Strong PC skills including Excel, Word and PowerPoint.

Strong accounting / finance academic background

Assist in preparation of monthly operating results and weekly revenue

Assist in quarterly forecast, annual and multi-year plan cycle

Build models to facilitate drive-based forecast/planning

Build monthly analytics for Investor Services revenue and NIE

Experience auditing clients who comply with NI 52-109 and/or SOX 404 regulatory requirements

Establish and maintain relationships with client management.

A Canadian CPA designation (or an equivalent international qualification), and at least 3 - 5 years of relevant experience

Technical accounting experience in IFRS and US GAAP along with multiple years of audit experience at a top accounting firm

Use technology to continually learn, share knowledge with team members, and enhance service delivery.

Attend training programs to continually develop skills.

Excellent project management and leadership skills

Develop and maintain productive relationships with client management

Modelling and process management tools

Attend training programs to continually develop skills

Utilize technology to develop yourself, share knowledge with team members and enhance service delivery

Strong spoken and written English and French language skills

Intermediate accounting and finance knowledge is an asset but not a requirement

Excellent verbal and written communication skills

Intermediate Excel, Word, and PowerPoint skills

identify and extract pre-defined data from the set of data provided by the client

Assist senior bankers (VPs and MDs) on client coverage initiatives

Conduct industry and market research