8 Advice jobs in Canada

Director, Digital Hybrid Advice

Toronto, Ontario Aviso Wealth

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Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking for a Director, Digital Hybrid Advice reporting to the Vice-President Product, Direct Investing in Aviso’s Direct Investing business.

Reporting to the VP Product, Direct Investing the Director, Digital Hybrid Advice is responsible for leading the design, building and running a new Digital Hybrid Advice offering at Aviso. This leading client offering will support the needs of clients as they grow along their investment journey. Working across multiple lines of business and integrating with a robust new platform, this role will provide a solution for Direct to Consumer, Credit Union and National Partner clients and members.

Who you are:

  • Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
  • Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

Directly Responsible To:

  • Re-imagine how Robo advice can transform to a Hybrid Advice solution to address the evolving needs of investors including managing the Qtrade Guided Portfolio offering
  • Design a product targeted to investors who do not have sufficient assets or are price sensitive to traditional investment solutions but want access to financial advice
  • Collaborate with key project sponsors from business and functions at Aviso, including Digital, Operations, Marketing, Legal, Compliance and industry players to conceptualize and design a hybrid advice solution to meet the needs of investors with a desire to serve digitally and/ or who are just starting their investing journey
  • Define and develop what forms of advice would be permitted and used (i.e. use of AI technology vs. human advisor interface)
  • Develop client engagement and nurturing program to build client competence and confidence once they are onboarded to the digital/hybrid solution
  • Develop easy onramps to facilitate or migrate Digital/Hybrid investors to either Direct Investing or full-service brokerage

In partnership with a team of experts across Aviso:

  • In collaboration with business partners, propose the underlying product investment offering and associated pricing for this new offering
  • Develop the business case in conjunction with key stakeholders from marketing, finance, and other areas to seek funding approval
  • End-to-end oversight and leadership as we build the Digital Hybrid Advice solution
  • Engaging and strong collaboration with a cross-functional team to support initiative planning, solution design, development, training, Go to Market plans and launch
  • Tracking, measuring and reporting on business case success metrics
  • End to end accountability for the digital/hybrid solution
  • Blend deep consumer and market insights with technology to define and bring a new digital/hybrid solution to market
  • Works closely with Finance and other sponsors to determine optimal pricing strategy for a digital/hybrid solution
  • Collaborate with the research and analytics teams to understand competitive products and industry trends with the purpose to uncover future opportunities for growth and efficiencies
  • Works closely with key sponsors and subject matter experts to define requirements
  • Expertly leads team in conducting thorough and compelling business cases
  • Collaborates with key stakeholders to create an exceptional and consistent customer experience
  • Ensures new digital/hybrid solution aligns with the regulatory environment
  • Work closely with Service and Operations to ensure that the Digital/Hybrid solution can be seamlessly integrated into Aviso’s operations

Requirements

Your experience and skills:

  • Bachelor’s degree required, MBA strongly preferred
  • 10 years of direct experience leading product development initiatives in the online investment business
  • Effective communication skills: ability to influence without authority and to partner across the organization
  • Experience with digital wealth products, including self-directed trading and/or digital advice, considered a strong asset
  • Strong leadership skills and effective mentoring skills to help motivate the team and offer challenges
  • Excellent analytical skills: including business case development, ROI, competitive landscape analysis, and go-to-market strategy
  • Experienced working with retail investors and distribution partners
  • Demonstrated ability to understand competitive dynamics, identify business opportunities and develop market strategies, along with direct experience developing and refining product roadmaps with a proven track record of successful implementation
  • Experience working in a hybrid or agile environment with technology teams
  • Critical thinking skills are a must to uncover opportunities and go beyond the surface of issues
  • Exceptional Program Management and leadership abilities
  • Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso?

At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors .

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $28,000 - 160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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Accounting Manager Advisory Services

ITC WORLDWIDE

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About ITC Worldwide Advisory Practice

ITC Worldwide Advisory Practice is a strategic consulting division of ITC Dynamics365, delivering high-impact advisory services across financial transformation, risk management, compliance, and digital finance. We empower organizations to navigate complex regulatory environments and optimize financial performance through data-driven insights and global best practices.

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Role Overview

As an Audit Manager, you will lead assurance and advisory engagements, manage client relationships, and provide strategic insights that support financial integrity and operational excellence. You will work closely with cross-functional teams to deliver tailored solutions aligned with client goals and regulatory standards.

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Key Responsibilities

· Lead and manage audit and advisory engagements from planning to completion.

· Develop audit strategies and execute complex audit procedures in compliance with international standards.

· Provide advisory support on financial reporting, internal controls, and risk management.

· Supervise, mentor, and develop junior staff, fostering a culture of continuous learning.

· Maintain strong client relationships and ensure high-quality deliverables.

· Identify and communicate audit findings and recommendations to senior stakeholders.

· Stay updated on IFRS, ISA, and local regulatory changes impacting clients.

· Collaborate with ITCs digital transformation teams to integrate technology into audit processes.

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What We Are Looking For

Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you!

We value diverse experiences and perspectives. Heres what were looking for in our ideal candidate:

· ACA or ACCA qualified or equivalent.

· Previous experience of carrying out Assurance-related tasks within a professional services firm, ideally at Manager grade.

· Proven experience in client handling and in producing high-quality Assurance.

· Experience of analytical review approach desirable.

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Skills and Expertise

· Strong analytical and problem-solving skills.

· Excellent communication and interpersonal abilities.

· Proficiency in audit software and Microsoft Dynamics 365 is an advantage.

· Ability to manage multiple priorities and meet deadlines.

· Leadership and team management capabilities.

· High ethical standards and attention to detail.

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Education & Qualifications

· Bachelors degree in Accounting, Finance, or a related field.

· ACCA qualification (fully qualified).

· Additional certifications (e.g., CPA, CISA, CIA) are a plus.

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Career Path (13 Years)

· Year 1: Lead mid-sized audit engagements, develop client portfolios, and mentor junior staff.

· Year 2: Manage large-scale advisory projects, contribute to business development, and participate in strategic planning.

· Year 3: Progress to Senior Manager or Advisory Lead, overseeing multiple teams and driving innovation in audit and advisory services.

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Additional Benefits

· Functional Systems Training & Qualification Classes are provided upon acceptance to ensure seamless integration into ITCs advisory and digital platforms.

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Leadership Advisory Services, Executive Search

Montréal, Quebec Egon Zehnder

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Description

The Leadership Advisory Services (LAS) Researcher will use their deep domain knowledge to execute a diverse range of leadership/talent consulting projects. This individual will play a key role in partnering with other members of the LAS team and other service line client teams across industries and functions to sell and execute leadership advisory work. They will develop complex business development presentations that require new or innovative thinking. They will play an autonomous role alongside a more senior consultant on client mandates. This could take many forms, including leading a project work stream, which includes more project management and team leadership skills, or as a member of a large project team executing assessments alongside other consultants, which requires sophisticated interviewing skills and thought leadership. All types of roles rely on the Researcher to sometimes interact with the client autonomously and always in a mature and collaborative way. At times, the Researcher will serve as an individual contributor and, at other times, they will assume a team leadership role depending on the project requirements. This individual has no formal direct reports.

* We provide a comprehensive onboarding and training program for every new hire, including formal mentors within the Leadership Advisory team and the local office.

* The Researcher should expect to spend 10-30% of their time traveling, at either internal or client sites. Travel schedules are highly variable but always known well in advance.

What You'll Do

  • Drives the implementation of solutions together with consultants, in some cases serving as the point person for client.
  • Serves as a thought partner to the team on all aspects of the project by identifying and developing a high-quality, rigorous approach. Supplements expertise by collaborating as needed with other members of the global LAS team with specific expertise
  • Supports execution in terms of project management, creation of assessment framework, and interpretation of psychometric results (once accredited in the interpretation).
  • Leads client interactions throughout the project (i.e., kick-off discussions, interviews, 360 references, feedback conversations, and presentation of overall results). Partners with more senior consultant as needed (i.e., more complex mandates).
  • Participates in pitch meetings and drives elements of the agenda/discussion as appropriate and based on areas of expertise.
  • Leverages strategic insights to understand client needs and spot new business opportunities.
  • Advises teams on pricing strategies to maximize profitability and quality.
  • Once trained, will lead calibration sessions, create summary analyses, conduct references, and deliver psychometric feedback.
  • Continuously deepens expertise on leadership trends through internal and external research and network to compete effectively.
  • Monitors market movements, company activity, and broader industry trends to identify potential business development opportunities and rally team around specific actions.
  • Conducts internal research for marketing materials that may be used for a white paper or article, with partnership or guidance from consultants and key stakeholders.
  • Partners with local and global leadership on key practice knowledge initiatives and knowledge sharing
  • Creates awareness of Egon Zehnder capability and expertise in the external community through personal or industry networks.

What We're Looking For

Candidates should demonstrate the following:

  • Outstanding written and oral communication skills
  • Proven ability to build deep relationships and influence remotely
  • Highly effective interpersonal skills to facilitate frequent interaction with colleagues around the world and build effective, trust-based working relationships
  • Drive for learning/intellectual curiosity; asks questions and seeks input from colleagues to find better solutions and learn from others
  • Self-motivated; energetic and tenacious
  • Comfortable with ambiguity and a fast-paced environment
  • Skilled in operating in a team environment
  • Skilled in project management – understanding the objectives, defining goals and milestones, updating key stakeholders, ensuring quality of output
  • Resourceful - asking questions and seeking input from colleagues around the world to build better solutions and learn from others
  • Structured and systematic in approach
  • International & multicultural outlook and mindset
  • Proactiveness/courage to challenge “status quo”
  • Resilience/“can do” attitude

About Egon Zehnder

Egon Zehnder is the world’s preeminent leadership advisory firm, inspiring leaders to navigate complex questions with human answers. We help organizations get to the heart of their leadership challenges and offer honest feedback and insights to help leaders realize their true being and purpose.

We are built on a foundation that supports partnership in the truest sense of the word and aligns our interests with the interests of our clients. Our 560 consultants across 64 offices and 36 countries are former industry and functional leaders who collaborate seamlessly across geographies, industries and functions to deliver the full power of the Firm to every client, every time.

We partner closely with public and private corporations, family-owned enterprises, and non-profit and government agencies to provide executive search, leadership solutions, CEO search and succession, and board advisory.

We believe that together we can transform people, organizations and the world through leadership.

Due to high volume, we will only be contacting applicants who meet all of the minimum requirements listed in the job description. Only those applicants who align most closely with our minimum and preferred qualifications will be contacted for an interview. The Recruiting team at Egon Zehnder will retain your application materials and may contact you regarding future opportunities.

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Experte ou expert en services consultatifs en leadership

Description

L’experte ou l’expert en services consultatifs en leadership mettra à profit ses connaissances approfondies du domaine pour mener à bien différents projets de services consultatifs en leadership et en gestion des talents. Cette personne jouera un rôle clé en collaborant avec d’autres membres de l’équipe des services consultatifs en leadership et d’autres équipes clients de différents secteurs d’activité et des fonctions afin de vendre et d’offrir des services consultatifs en leadership. Elle élaborera des présentations complexes sur la prospection de clientèle qui devrait contenir de nouvelles idées novatrices. Elle devra faire preuve d’autonomie tout en jouant un rôle important aux côtés d’un consultant principal pour les mandats des clients. Cela pourrait prendre de nombreuses formes : il pourrait s’agir de diriger un volet d’un projet, qui nécessite des compétences en gestion de projet et en leadership d’équipe, ou encore de travailler au sein d’une grande équipe de projet afin d’effectuer des évaluations aux côtés d’autres consultants, ce travail nécessite de bonnes techniques d’entrevue et un leadership éclairé. Les collègues comptent sur l’experte ou l’expert pour interagir parfois avec le client de façon autonome et toujours de façon posée et collaborative. Parfois, l’experte ou l’expert agira à titre de contributeur individuel et, à d’autres moments, elle ou il assumera un rôle de leadership d’équipe en fonction des exigences du projet. Cette personne n’a pas de subordonnés directs officiels.

* Nous offrons un programme complet d’intégration et de formation à tous les nouveaux employés. Des mentors officiels au sein de l’équipe consultative de la direction et du bureau local leur seront attribués.

* La personne à ce poste doit s’attendre à passer de 10 à 30 % de son temps en déplacements, que ce soit à l’interne ou chez le client. Les horaires de déplacement sont très variables, mais toujours connus bien à l’avance.

Exigences

Votre travail :

  • Diriger la mise en œuvre des solutions en collaboration avec les consultants, qui, dans certains cas, servent de personne-ressource pour le client.
  • Agir à titre de partenaire de réflexion auprès de l’équipe pour tous les aspects du projet en déterminant et en élaborant une approche rigoureuse et de grande qualité. Soutenir l’expertise en collaborant au besoin avec d’autres membres de l’équipe mondiale des services consultatifs en leadership possédant une expertise particulière.
  • Soutenir l’exécution en matière de gestion de projet, de création d’un cadre d’évaluation et d’interprétation des résultats psychométriques (une fois accrédités pour l’interprétation).
  • Diriger les interactions avec les clients tout au long du projet (par exemple, les discussions de lancement, les entrevues, les entrevues de référence multidirectionnelle, les conversations de rétroaction et la présentation des résultats globaux). Collaborer avec un consultant principal au besoin (c.-à-d. pour les mandats plus complexes).
  • Participer aux réunions de présentation et orienter les éléments de l’ordre du jour et de la discussion au besoin et en fonction des domaines d’expertise.
  • Tirer parti des renseignements stratégiques pour comprendre les besoins des clients et repérer de nouvelles occasions d’affaires.
  • Conseiller les équipes sur les stratégies d’établissement des prix pour maximiser la rentabilité et la qualité.
  • Une fois formée, la personne à ce poste dirigera des séances de calibrage, créera des analyses sommaires, vérifiera les références et fournira une rétroaction aux tests psychométriques.
  • Approfondir continuellement son expertise sur les tendances en matière de leadership au moyen de recherches et de réseaux internes et externes afin de pouvoir assurer ses fonctions efficacement.
  • Surveiller les mouvements du marché, les activités de l’entreprise et les tendances générales de l’industrie pour cerner les occasions potentielles de prospection de clientèle et mobiliser l’équipe autour d’initiatives précises.
  • Effectuer des recherches internes sur le matériel de marketing pouvant être utilisé pour un livre blanc ou un article, avec le partenariat ou les conseils de consultants et d’intervenants clés.
  • Collaborer avec les dirigeants locaux et mondiaux dans le cadre d’initiatives clés en matière de connaissances pratiques et de partage des connaissances.
  • Faire connaître les capacités et l’expertise d’Egon Zehnder au sein de la communauté externe par l’entremise de réseaux personnels ou professionnels.

Ce que nous recherchons

Les personnes candidates doivent posséder les compétences suivantes :

  • Excellentes aptitudes en communication orale et écrite.
  • Capacité éprouvée à établir des relations solides et à exercer une influence à distance.
  • Compétences interpersonnelles très efficaces pour faciliter les interactions fréquentes avec les collègues partout dans le monde et établir des relations de travail efficaces et fondées sur la confiance.
  • Volonté d’apprendre et curiosité intellectuelle; pose des questions et sollicite l’avis de collègues pour trouver de meilleures solutions et apprendre des autres.
  • Motivation personnelle, dynamisme et ténacité.
  • À l’aise avec l’ambiguïté et dans un environnement au rythme rapide.
  • Capacité à travailler en équipe.
  • Compétences en gestion de projet – compréhension des objectifs, définition des buts et des jalons, mises à jour pour les intervenants clés, assurance de la qualité des résultats.
  • Débrouillardise – poser des questions et demander l’avis de collègues de partout dans le monde pour trouver de meilleures solutions et apprendre des autres.
  • Approche structurée et systématique.
  • Perspectives et mentalité internationales et multiculturelles.
  • Proactivité et courage de remettre en question le statu quo
  • Résilience et attitude gagnante

À propos d’Egon Zehnder

Egon Zehnder est le plus important cabinet-conseil en leadership au monde, inspirant les dirigeants d’entreprise à résoudre des questions complexes avec des réponses humaines. Nous aidons les organisations à prendre le dessus sur leurs défis de leadership et leur offrons des commentaires et des idées honnêtes pour amener les dirigeants à réaliser leur plein potentiel tout en ciblant leurs objectifs.

Nous nous appuyons sur une base qui soutient le partenariat au sens le plus pur et qui harmonise nos intérêts avec ceux de nos clients. Nos 560 consultants répartis dans 64 bureaux et 36 pays sont d’anciens dirigeants fonctionnels et sectoriels qui collaborent de façon transparente dans une multitude de régions, de secteurs d’activité et de fonctions afin de toujours offrir la pleine valeur de l’entreprise à chaque client.

Nous collaborons étroitement avec des sociétés publiques et privées, des entreprises familiales et des organismes sans but lucratif et gouvernementaux pour offrir des solutions de direction ainsi que des services de recrutement de cadres, de recrutement et de relève de chefs de la direction, de consultation pour les conseils et d’administration.

Nous croyons qu’ensemble, nous pouvons façonner un leadership qui transformera les gens, les entreprises et le monde.

En raison du volume élevé de candidatures, nous communiquerons uniquement avec les candidats qui satisfont à toutes les exigences minimales énumérées dans la description de poste. Seuls les candidats qui correspondent le plus aux qualifications minimales et privilégiées seront convoqués pour une entrevue. L’équipe de recrutement d’Egon Zehnder conservera vos documents de candidature et pourrait communiquer avec vous au sujet de possibilités futures.

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Manager, Financial Reporting & Advisory Services

Edmonton, Alberta Treewalk Consulting Inc.

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Job Description

You will work directly with the clients to assist them in meeting their financial reporting requirements, which may include assisting with closing procedures, accounting systems planning, IFRS or US GAAP standards accounting policy research, MD&A preparation, and financial statement preparation. Being a part of the client side is a rewarding experience all while getting to maintain the dynamic nature of working on different client files.

You will feel a ton of ownership over the files you work on. Filing deadlines are a regular occurrence, so being proactive will be a must to be successful in our environment. Overtime is only on a rare occasion. If you are fed up with the 70-hour work weeks during busy season, this will be a great role to transition out of the long hours of public practice. We offer lots of flexibility (including working from home) and a benefits plan, so it is a terrific role for someone who wants work/life balance. Only candidates who are residents of Alberta will be considered for this role.

Unless you can clearly demonstrate strong knowledge in the area of financial reporting, one of the following experiences is a requirement for the role: you have led audit files as part of the pubco group at a small to midsize public accounting firm, or you've held a in financial reporting role within a public issuer.


What will your days look like

  • Preparing financial statements and the management discussion and analysis for quarterly and year end filings for various clients;
  • Completing consolidation and translation files;
  • Assisting clients with financial analysis, preparing financial analysis of various balance sheet and income statement accounts;
  • Monthly variance analysis of corporate costs compared with quarterly forecasts and the annual business plan;
  • Assisting with the annual budget and quarterly forecast process for clients;
  • Bookkeeping on special projects for clients and for some clients regular period ending closing entries;
  • Assisting with year-end audit planning and liaising with the auditors on behalf clients;
  • Assist with continuous disclosure requirements; Common complex accounting issues include accounting for acquisitions, stock based compensation, translations and consolidations

Who We Are

Treewalk is an advisory practice based out of downtown Vancouver specializing in financial reporting and corporate services for public companies. We offer clients a complete service package to assist them in timely and accurate disclosures. Our clients are from all industry sectors and are issuers on the TSX-V, CSE, NASDAQ, and the OTC.

We are one of the fastest growing accounting firms in Canada, and we’ve got some big goals that are going to send us to the top. We are a firm with an anti-firm culture - think tech startup, but accounting. We’re ditching the traditional top-down management hierarchy approach and are leaning into a holacratic system of organizational governance. We are on a journey to become the go-to training place for accountants of all levels who want to work in industry. Our accounting practice specializes in assisting public companies with their financial reporting and accounting needs, and we help private companies navigate the waters of going and staying public. When it comes to clients, we are industry-agnostic. We never shy away from clients in new and emergent industries, and we’ve worked with companies in e-commerce, retail, manufacturing, cannabis, mining, and biotechnology, to name a few. We’ve got a lot on the go, and as far as we’re concerned, the only barrier to reaching our goals is finding exceptional talent to keep building out our team.

Our Core Values

Mastery: At Treewalk, we pursue knowledge. We aspire to be the best at our craft, and we create and pursue opportunities to build on our expertise.

Support: At Treewalk, you're never alone. Teamwork and collaboration are our bedrock, and constant support for each other and our clients is what sets us apart.

Ownership: At Treewalk, we fight to take responsibility. We own our mistakes and our oversights and are relentlessly committed to our responsibility to our colleagues and our clients.

Kaizen: At Treewalk, we don't settle. Kaizen is a business philosophy that means "change for the better", or "continuous improvement". We recognize that nothing is perfect, but we're striving for it anyway.

Requirements

Our ideal candidate.

  • CPA designation required.
  • Significant public company audit and/or financial reporting experience - ideally with small to mid-sized product based companies
  • After the base experience requirements are met, we hire first and foremost, strong analytical and problem solvers.

Assets include.

  • Excel wizard
  • Please note any industries you have specialized in (i.e. mining, oil & gas) in the Indeed question
  • QuickBooks or accounting software. Please list what you have used regularly.
  • CPA (Qualified in the United States)
  • US GAAP experience
  • SEC or Canadian Securities regulators disclosure experience
  • COSO Internal Control Certificate
  • CFA designation
  • IT nerd that could spearhead our IT initiatives
  • XBRL experience
  • Corporate income tax

Benefits

It’s Treewalk For a Reason

  • We will cover your CPA schooling, annual dues, and professional development courses. Better yet, we do not have a clawback policy - if you decide to leave Treewalk at any point, we will never ask for that money back.
  • We’re flexible – we treat our team members like professionals and give them autonomy to exercise their judgment and manage their schedules as they see fit. Get that workout in, run those errands – we trust you to manage your workload and meet those deadlines.
  • We’ve got you covered from Day 1 - your extended healthcare and maternity leave benefits kick in on your first day of work!

Annual Base Salary: $110,000

Annual Bonus Potential: up to $36,000

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Manager, Financial Reporting and Advisory Services

Vancouver, British Columbia Treewalk Consulting Inc.

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Job Description

The Role

At Treewalk, you’ll own the entire public-company reporting cycle: fast closes, MD&A storytelling, IFRS/US GAAP judgment calls, and scalable system design. You’ll own end-to-end financial disclosure for a portfolio of high growth clients from a broad range of industries. Many engagements will tap you as a de-facto fractional CFO, guiding strategy as well as disclosure; others will lean on you as the go-to technical expert. Either way, every file is yours to run.

Deadlines are real; overtime isn’t a lifestyle. We staff sensibly, treat extra hours as the rare exception, and back that up with true schedule autonomy and remote flexibility—so your evenings stay yours.

If you’ve led pub-co audits at a small- to mid-size firm or managed reporting inside a listed issuer, and you’re ready to trade 70-hour busy-season marathons for high-impact work, tangible ownership, and genuine balance, then we would love to hear from you.

How You’ll Create Impact Day-to-Day
  • Own the story behind the numbers – Draft and polish quarterly & year-end financial statements and MD&A that stand up to capital-markets scrutiny and tell each client’s growth narrative.
  • Run the engine of multi-entity groups – Build rock-solid consolidation and foreign-currency translation models that make complex structures look effortless.
  • Turn data into insight – Deliver sharp balance-sheet and P&L analyses, spotlighting trends and red-flag variances before anyone else sees them.
  • Keep leadership laser-focused – Produce monthly variance reports against forecasts and annual plans, translating the findings into clear, action-ready recommendations.
  • Shape the roadmap – Guide annual budgets and rolling forecasts, aligning stakeholders around targets that push the business—without breaking it.
  • Step in as the “extra brain” – Handle special-project bookkeeping or period-end close entries when clients need a fractional controller’s precision and speed.
  • Make audits painless – Design year-end audit plans, prep airtight support, and quarterback conversations with external auditors so CEOs and CFOs can sleep at night.
  • Master the technical hurdles – Tackle complex issues—acquisitions, stock-based comp, debt/equity splits, consolidations, translations—and package them into crystal-clear disclosures.
  • Guard continuous disclosure – Stay ahead of regulatory changes, draft timely filings, and ensure nothing slips through the cracks on SEDAR+ or EDGAR.

Result: clients see you as the calm, expert voice who keeps them compliant and strategic—while you build mastery across industries without the grind of traditional public practice.

Requirements

Our ideal candidate.
  • CPA designation required.
  • Significant public company audit and/or financial reporting experience - ideally with small to mid-sized product based companies
  • After the base experience requirements are met, we hire first and foremost, strong analytical and problem solvers.
Please mention these bonus skills if you have them
  • US GAAP experience
  • COSO Internal Control Certificate
  • Corporate income tax

Why Treewalk Feels Different

It’s Treewalk for a reason: we invest in your growth, trust your judgment, and protect your life outside the ledger.

  • No-Strings Learning Fund – We pay 100 % of your CPA modules, annual dues, and any pro-dev courses you choose—and we’ll never claw it back if you move on.
  • Freedom Over Face-Time – Own your deadlines, shape your schedule. Hit a midday workout, do the school run—just bring the results.
  • Day-One Peace of Mind – Extended health, dental, vision, and parental-leave benefits start the moment you join.

Benefits

Who We Are

Treewalk is Vancouver-born, scaling nationwide, and obsessed with turning capital-markets complexity into clarity. We give TSX-V, CSE, NASDAQ, and OTC issuers an end-to-end disclosure engine—so they can focus on growth while we keep them bullet-proof in the spotlight.

But labels like “accounting firm” don’t capture our DNA. Picture a tech startup powered by CPAs:

  • Holacracy over hierarchy – Ideas outrank titles, and ownership lives on every desk.
  • Industry-agnostic curiosity – From biotech to blockchain to next-gen retail, if it’s innovative, we’re already in it—or will be tomorrow.
  • Growth at warp speed – One of Canada’s fastest-rising advisory practices, we set audacious goals, then sprint past them.
  • Training ground for tomorrow’s CFOs – Whether you’re two years post-designation or a seasoned controller, Treewalk is where accountants level-up for industry roles and capital-markets strategy.
The Values That Power Us

Mastery: We hunt knowledge relentlessly and build expertise into every engagement.

Support: No one goes it alone—collaboration is our default setting.

Ownership: We celebrate wins and own slip-ups with equal conviction.

Kaizen: Continuous improvement isn’t a buzzword; it’s our daily operating system.

Annual Salary - $110,000

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Managing Partner - CPA and Advisory Services

Toronto, Ontario Yorktown Search Partners

Posted today

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Job Description

Job Description

Job Description

About the Opportunity :
Yorktown Search Partners is conducting a confidential search on behalf of a rapidly growing firm in the CPA and advisory services sector. The firm is expanding through a strategic roll-up of high-quality CPA firms across North America. The Managing Partner - CPA and Advisory Services will be responsible for leading the firms growth, overseeing acquisitions, and driving the long-term strategic vision. This is an exceptional opportunity to join a firm on a path to becoming a market leader, with plans to reach $1B in revenue within 5-7 years . The Managing Partner will also secure a significant equity stake in the business, aligned with the firms success.

Role Overview:

As the Managing Partner , you will lead the roll-up strategy, manage acquisitions, and oversee the integration of acquired firms. This role demands a visionary leader with expertise in driving growth through acquisitions and operational excellence. You will work closely with investors, partners, and senior leadership to position the firm for long-term success.

Key Responsibilities:

  • Strategic Leadership :
    • Lead the firms acquisition strategy by sourcing, negotiating, and closing acquisitions of mid-sized CPA firms in Toronto .
    • Develop and execute the firms long-term growth strategy, establishing it as a leader in CPA and advisory services.
    • Build and maintain relationships with private equity partners, investors, and target firms.
  • Operational Integration :
    • Oversee the integration of acquired firms, ensuring smooth operations, consistency of services, and alignment with the firms goals.
    • Implement centralized platforms and technology to improve efficiency and profitability across the firm.
  • Financial Management :
    • Manage the firms financial performance, ensuring profitability and delivering regular financial insights to stakeholders.
    • Oversee P&L, budgeting, and forecasting to ensure financial goals are met.
  • Team and Talent Development :
    • Foster a collaborative, high-performance culture within the firm.
    • Lead, mentor, and develop the next generation of leaders to ensure long-term sustainability.

Ideal Candidate:

  • Leadership Experience : At least 10 years of experience in the CPA or financial services industry, with a proven track record in leading acquisitions and scaling businesses.
  • Deal-Making Expertise : Strong experience in mergers and acquisitions , particularly within the CPA or financial advisory sector. Ability to source, structure, and close deals successfully.
  • Strategic Vision : A visionary leader who can develop and execute a growth strategy, with an understanding of industry trends and opportunities.
  • Operational Excellence : Proven ability to integrate acquired firms and drive operational efficiencies across the organization.
  • Financial Acumen : Strong understanding of financial management, including oversight of P&L, budgeting, and financial reporting.
  • Investor Management : Experience working with private equity, institutional investors, or high-net-worth individuals, providing transparency and strategic guidance.

Investment Requirement:

  • $00,000 Buy-In : The Managing Partner will be required to make a 100,000 investment as part of the equity buy-in. This investment aligns the Managing Partner's success with the long-term growth and profitability of the firm, providing a significant ownership stake.

What We Offer:

  • Equity Stake : A meaningful equity stake with significant long-term financial upside.
  • Leadership Opportunity : The opportunity to lead a rapidly growing firm and influence the future of the CPA and advisory services industry.
  • Competitive Compensation : Competitive salary, performance-based bonuses, and equity participation.
  • Collaborative Environment : A dynamic, entrepreneurial culture focused on growth, innovation, and excellence.
  • Professional Growth : An opportunity to leave a lasting legacy in the industry.

How to Apply:

This is a confidential opportunity for an experienced and entrepreneurial leader. If you are interested in this unique role and meet the qualifications, please submit your resume and a brief cover letter outlining your experience and vision for the role. The name of the client will be disclosed to shortlisted candidates.

This advertiser has chosen not to accept applicants from your region.
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