6 Financial Assistant jobs in Canada

Job Description

Financial Planner Assistant

Join Our Growing Team!
Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this could be the perfect opportunity for you!

Career Growth: Clear path for advancement to Associate Financial Advisor or Financial Advisor roles.
Impactful Work: Play a key role in shaping clients’ financial futures through research, analysis, and strategy support.
Learning & Development: Gain hands-on experience in financial planning, investments, and compliance.

• Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review.

• Assist in portfolio management, including investment analysis and money movement execution.

• Support new business processes by preparing and ensuring accurate paperwork.

• Conduct research on financial products, strategies, and market trends.

• Attend client meetings (note-taking and follow-up) to deepen industry knowledge.

• Ensure compliance with firm policies and regulatory requirements.

Education: Bachelor’s degree (Finance, Business, Economics, or related field preferred).
Skills: Strong analytical abilities, attention to detail, and proficiency in financial planning software is a plus.
Licenses/Certs: CSC and LLQP strongly desirable
Mindset: Self-starter who enjoys problem-solving, systems, and contributing to team success.
Experience: Prior client service or financial industry experience

• Salary: 40,000–60,000/year (commensurate with experience) + bonus potential .

• Flexibility: Hybrid options after 6 months.

• Professional Development: Support for certifications (e.g., CFP®, Series licenses).

Ready to Launch Your Career in Financial Planning?
If you’re eager to learn, grow, and make an impact, we’d love to hear from you! Apply today with your resume and a brief note on why you’re excited about this role.

Job Description

Salary:

Qui sommes-nous ?
Fiberlinks Group est un distributeur de premier plan situ Ville Saint Laurent. Avec plus de 30 ans d'exprience combine diffrents niveaux de la distribution et des canaux de vente au dtail, nous possdons une connaissance approfondie des demandes en constante volution du march mondial. Nous sommes fiers de notre engagement innover, suivre les tendances actuelles, fournir des produits de premire qualit et dpasser les attentes de nos clients.
Nous recherchons actuellement un contrleur financier adjoint expriment pour superviser les oprations comptables de l'entreprise. Si vous apprciez un environnement rapide et ax sur le travail d'quipe, nous aimerions vous connatre. Sous la responsabilit directe du contrleur financier, le candidat idal sera activement impliqu dans la gestion des oprations comptables quotidiennes telles que la facturation, les comptes clients et les comptes fournisseurs.

Ce que nous offrons :
Horaires flexibles
Semaine de travail de 35 heures
Assurance maladie
Programme d'aide l'ducation
Cotisation un REER

Ce que vous ferez :
Participer la prparation des rapports mensuels, trimestriels et annuels, y compris les rapprochements et les critures de journal.
Participer la budgtisation, aux prvisions et la gestion des flux de trsorerie.
Prparer les rapprochements bancaires quotidiens/mensuels.
Grer et prparer les paiements lectroniques aux fournisseurs tout en collaborant avec le service de la chane d'approvisionnement pour rsoudre les ventuelles divergences entre les bons de commande et les factures.
Examiner chaque semaine les listes des comptes dbiteurs et crditeurs pour s'assurer de leur exactitude et rsoudre les problmes en temps utile.
Superviser et soutenir les membres de l'quipe comptable.
Assurer le suivi de la paie.
Ce dont vous aurez besoin pour russir :

Les atouts essentiels :
Bilingue (franais et anglais).
Minimum de 5 ans d'exprience progressive en comptabilit d'entreprise, y compris de l'exprience avec les comptes crditeurs, les comptes dbiteurs et la facturation.
Connaissance intermdiaire avance de Microsoft Excel.
Organis, mticuleux, orient vers les rsultats.
Capacit travailler avec d'autres personnes dans un environnement en constante volution.

Les Atout supplmentaire :
CPA ou CPA en cours.
Exprience de la paie.
Connaissance de Microsoft Business Central.

En tant qu'employeur souscrivant au principe de l'galit des chances, nous clbrons la diversit et nous nous engageons crer un environnement inclusif pour tous les employs.
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Who are we?

Fiberlinks Group is a leading distributor located in Ville Saint Laurent. With over 30 years of combined experience at various levels of distribution and retail channels, we possess a keen insight into the ever-evolving demands of the global marketplace. We pride ourselves on our dedication to innovation, keeping up with current trends, providing premium quality products, and exceeding customer expectations.

We are currently seeking an experienced Assistant Financial Controller to oversee the companys accounting operations. If you enjoy a fast-paced, team-oriented environment, we would like to hear from you. Reporting directly to the financial controller, the ideal candidate will be actively involved in the management of day-to-day accounting operations such as invoicing, accounts receivable and accounts payable.

What we offer:

Flex time
35-hour work week
Hybrid
Extended health care
Educational Assistance Program
RRSP Matching

What you will be doing:

Participate in the preparation of monthly, quarterly, and annual reports, including reconciliations and journal entries.
Assist in budgeting, forecasting, and cash flow management.
Prepare daily/monthly bank reconciliation.
Manage and prepare electronic payments to suppliers while working with Supply Chain department to resolve any discrepancies in purchase orders and invoices.
Weekly review of accounts receivable and accounts payable listings to ensure accuracy and resolve issues in a timely manner.
Supervise and provide support to accounting team members.
Back up for payroll.

What you will need to be successful:

Must haves

Bilingual (French and English).
Minimum 5 years progressive experience in corporate accounting, including experience with accounts payable, accounts receivable and invoicing.
Intermediate to advanced knowledge of Microsoft excel.
Organized, meticulous, results oriented.
Ability to work well with others in a fast-paced environment.
Nice to Haves
CPA or CPA in progress.
Payroll experience.
Knowledge of Microsoft Business Central.

As an equal opportunity employer, we celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description

ResponsiveAds™ is an advanced creative ad technology suite to produce immersive rich-media responsive display ads that outperform the standard IAB engagement by 20x. With our strong growth, we are aggressively looking for an individual who can work closely with the CEO as well as support the Finance and Operation team

The company offers a combination of self-serve studio products (SaaS), 3rd party fluid ad serving, and a full-service rich-media creative development offering. The role enables this individual to work directly with our top-tier customers and clients, to manage, billing, invoices and account receivables. They will also work day-to-day with our book keeper and sales teams. They need to be highly organized, efficient, and exhibit a proven skill set in project management, yet have experience in the financial accounting

The Executive Assistant & Financial will provide high-level administrative support to the executive team and ensure exceptional relationships with our clients as well as handle all of the administrative tasks of the company. This dual role requires a proactive and organized individual who can manage executive tasks while also focusing on clean financials to be managed for fund-raising and investment. The ideal candidate will be detail-oriented, possess excellent communication skills, and demonstrate the ability to multitask in a dynamic environment.

Requirements

Key Responsibilities:

• Manage and maintain executive schedules, including appointments, meetings, and travel arrangements.
• Set-up and manage the Financial and Executive legal data rooms
• Send out and manage all monthly invoices to clients
• Manage and assure that payroll is handled timely and work with payroll providers.
• Serve as a liaison between the executive team and internal/external stakeholders in finance, legal and clients
• Handle confidential information with discretion.

Qualifications:

• Bachelor's degree in Business Administration, Communications, or a related field
• Proven experience as an Executive Assistant and/or Client Success Manager.
• Strong organizational and time-management skills.
• A pro when it comes to filing, organizing and setting up a data room
• Excellent written and verbal communication skills.
• Ability to multitask and prioritize tasks effectively.
• Proficiency in Microsoft products and Google Apps and CRM software.
• Experience with Xero or Quickbooks to produce financial reports and reconciliation.
• High level of discretion and confidentiality.
• Strong interpersonal skills and the ability to build relationships with clients and colleagues.

Preferred Qualifications:

• Experience in the financial industry
• Creative, Advertising or Marketing sectors a plus
• Familiarity with project management tools.
• Knowledge of customer success best practices.

Benefits

• Competitive salary
• WFH and/or Office environment with remote and very flexible work options.
• Flex time
• Opportunities for professional development and growth.
• Positive and collaborative work environment.