59 Financial Advisory jobs in Canada

Financial Career Opportunity

We are a leading financial services organization with a strong presence in Canada. Our goal is to help Canadians achieve their long-term financial goals.

As a Financial Advisor, you will work closely with clients to understand their needs and develop personalized plans to help them achieve their financial objectives.

You'll have the autonomy to build your own practice, supported by a dedicated client support team and regional leaders.

We value an inclusive environment where diverse perspectives contribute to our success.

Our Financial Advisors lead branch teams to serve clients and drive business growth.

A Culture of Collaboration and Support

We've built a culture of camaraderie, advisor-led leadership, and trust-based collaboration.

Our Regional leaders and Home-Office teams provide guidance and support to help you grow your practice.

You'll also have access to expert market analysis, specialized support for complex client situations, ongoing training, and a wealth of resources to help you succeed.

Promising Earnings Potential and Other Incentives

We believe in a compensation model that rewards your dedication and celebrates client-focused results.

This includes a stable commission grid, profitability bonuses, profit sharing, and exclusive travel experiences.

Freedom to Grow Your Business on Your Terms

We don't impose sales targets or shareholder pressures.

You can focus solely on working in the best interest of your clients.

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

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.

• 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

• 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.
  

• US GAAP experience

• COSO Internal Control Certificate

• Corporate income tax

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

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.

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