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Work setting
- Private sector
Tasks
- Identify clients' financial goals and objectives
- 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
- Arrange for sale of financial products and investments
- Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
- Develop and maintain cost findings, reporting and internal control procedure
- Prepare income tax returns from accounting records
- 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
- Underwrite new issues of stocks and bonds
- Act as trustee in bankruptcy proceedings
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Prepare offering prospectus for new issues of stocks and bonds
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Supervision
- 5-10 people
Computer and technology knowledge
- Accounting software
- Database software
- Data analysis software
Area of specialization
- Financial planning
- Financial examination
- Investment underwriting
- Trust and estate administration
- Mortgage brokering
Work conditions and physical capabilities
- Work under pressure
Personal suitability
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Organized
- Team player
Other benefits
- Other benefits