270 Tax Planning jobs in Canada

Job Description

OVERVIEW:

Reporting to the Controller - Commercial, the Specialist, Tax and Compliance will provide support to ensure accurate and timely tax compliance reporting for MacEwen Petroleum and related companies.

This is a full-time, permanent role based in Maxville, Ontario.

RESPONSIBILITIES:

• Preparing returns and analysis, and documentation for all direct and indirect taxes for MacEwen Petroleum Inc. and related companies.
• Partnering with business departments to define measure, analyze, and improve controls, reports, and tax-related processes.
• Tax accounts for financial reporting purposes to ensure activity and balances are reconciled and appropriately reflect the Company’s tax position and status.
• Proactively and effectively supporting the management of tax audits and assessments by performing technical analysis and gathering documentation in support of the audit process.
• Maintaining and monitoring a tax compliance calendar to ensure all returns are filed in a timely manner.
• Ensuring that all necessary tax licenses are up to date.
• Gathering and preparing necessary documents and liaising with external service providers to prepare all corporate tax and information returns.
• Consistently monitoring and evaluating the internal processes and guidelines to ensure efficiency and providing recommendations on optimizing and automating the tax function while minimizing tax risks.
• Assisting with any tax matters associated with enterprise initiatives, business transactions and tax projects.
• Ensuring that procedural documentation is up-to-date and easily followed.
• Preparing estimates and monitor tax payments/refunds to assist the Treasury Group with short and long-term cash tax forecasts.
• Participating in special projects/performing technical research as assigned by management.
• Staying up to date on developments in Canadian tax law that impact the company.
• Creation of internal audit queries that will ensure all customers are setup accordingly.
• Other related duties as required or assigned.

EDUCATION & SPECIALIZED KNOWLEDGE:

• Post-secondary diploma in Accounting, Finance or Business is required.
• 3-5+ years of accounting experience, preferably including working with tax (asset if international organizations operating in multiple jurisdictions).
• Sound knowledge of Canadian GAAP practices and applications.
• Experience working with external auditors and government auditors.
• Establish strong cross-functional working relationships with business units including Legal, Operations, Accounting, Business Development, Human Resources and Treasury to ensure tax risks are proactively identified and managed.
• Excellence in leveraging technology to add value and simplify processes is required.
• Team player who will partner in the process.
• Strong professional communication ability (verbal and written) for a variety of audiences.
• Proven technical, analytical and problem-solving skills.
• Proactive, self-starter with a commitment to continuous improvement.
• Demonstrable and exceptional attention to detail.
• Highly organized and able to meet tight deadlines.

ASSETS:

• Experience in the Petroleum industry.
• Bilingual in both English and French.
• Knowledge of SQL queries. (Preferably complex).
• Experience in using Power BI and/or Tableau in connection with SQL.
• Certified/Chartered Professional Accountant (CPA/CA) designation or close to completion.

WHY JOIN THE MACEWEN TEAM?

• Learn and collaborate with the best in the industry.
• Supportive colleagues and leaders who are passionate about providing exceptional service.
• Competitive compensation package.
• 3 weeks vacation to start.
• Complete benefits program including health, medical, dental, and life insurance.
• RRSP plan with Company match from day one.
• “The perks” include employee gym membership reimbursement, discounts on motor fuels at our service stations, and purchases of equipment and heating oil.

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OUR CORE VALUES:

It is important to us that when you consider a new opportunity, you understand a little about the company, its history, and its values. It is important to us that our values fit with yours, then everyone wins. Our Core Values are the cornerstone of who we are as a company, and what we value. We hope that our Core Values speak to you and what you value.

• Customers First - We exist, first and foremost to serve our customers. They must be at the heart of all the decisions we make.
• Long-Term Focused - We value long-term success over short-term gains.
• Respect Each Other - Each person with whom we work, communicate, and do business is valued and treated with dignity and respect.
• Do The Right Thing - We stand by our word and do what's right.
• Own It - We are encouraged to be entrepreneurial and make decisions as if the business were our own.
• Ever Evolving - We embrace positive change and always seek to improve.

MacEwen is a Canadian-owned and operated fuel and convenience provider that has successfully built and sustained customer relationships in Ontario and Quebec for over 48 years.

MacEwen is recognized as one of Canada's leading independent petroleum and convenience store companies with over 150 retail locations, 16 Divisional Offices, and two distribution centers with identified brands such as Quickie, County Line, Jutzi, MacEwen and Esso.

The Company's continuing success is based on each one of our 315 employees living our core values. First and foremost is our commitment to taking care of our customers.

Before an offer of employment is extended, a minimum of two business references will be required and candidates must complete pre-employment testing which comprises a criminal record check.

Please notify Human Resources if you wish to receive this job posting in a different format or require any other accommodations during the recruitment process.

We are an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

This posting is for a vacant position.

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

JOB OVERVIEW   

CI’s Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement and estate planning support to financial advisors across Canada on behalf of our salesforce to assist with protecting and growing client wealth. Currently, the team is accepting applications for the position of Vice President, Tax, Retirement and Estate Planning based in our Toronto office.

This VP will be responsible for supporting advisors and the CI GAM Sales team by responding to tax, retirement and estate planning questions, presenting and creating informational/educational content and ensuring that TREP-related content materials consistently reflect changes in applicable legislation. The role will act as a vital resource to our distribution team to further enable the growth of our product line-ups through the provision of value-added services. This will include collaboration with wholesaling teams and identifying unique sales opportunities through personal, corporate and trust tax, retirement and estate planning concepts.   

WHAT YOU WILL DO   

• Work closely with the TREP team and sales team members from across the country to build new relationships and strengthen existing ones via value added services that lead to the sale of CI GAM products and services;   
• Act as a subject matter expert and educate financial advisors on tax, retirement and estate planning issues and concepts, changes in legislation, and general concepts;  
• Work with sales to provide education and information to advisors and investors through presentations, consultations, calls, emails and other written communication;   
• Conduct ongoing sales presentations, participate in promotional road shows, conferences and investor seminars;  
• Present at CI conferences and related events for financial advisors across multiple distribution channels;  
• Develop creative articles to be shared with larger audiences on key initiatives and value added propositions;  
• Participate in media opportunities on relevant topics;   
• Conduct ongoing research on important industry trends and research;  
• Build relationships with sales and conduct training as needed on important industry concepts that would assist in promoting CI GAM product;  
• Work collaboratively with TREP, Sales and other CI GAM departments as needed to gain and share technical knowledge to meet company objectives;   
• Maintain working knowledge of industry competitors, resources and financial markets to develop and assess suitability of various TREP-related materials and strategies; and  
• Work collaboratively with TREP team members to develop new topics, promotional material, and deliverables.   

WHAT YOU WILL BRING   

• A minimum of 8 years of professional experience specializing in tax and estate planning with a preference to experience in a law firm or accounting firm setting;  
• Expert level knowledge of private client taxation, retirement planning and/or estate planning required;  
• An accounting or legal designation (e.g. CPA, CA, LL.B, JD, etc.) is required;  
• A TEP designation and completion of one of the following is strongly preferred: 
• CPA Canada In-depth Tax Program,  
• Master of Taxation (MTax) Program, or  
• Master of Laws (LL.M) in Tax; 
• CFP designation is an asset;  
• Excellent communication skills, both written and oral;   
• Bilingual in French/English is not required but is an asset;  
• Knowledge of the Canadian asset management industry is an asset;  
• Strong research, analytical and project management skills;  
• Proficiency with various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency guides, case law, bulletins and information circulars, accounting and legal databases, etc.) and an ability to interpret and apply concepts in a practical manner;  
• Strong presentation and training skills with large and small audiences;  
• Ability to convey complex technical material to financial advisors and investors in an effective manner;  
• Entrepreneurial nature – able to work with CI GAM sales teams to identify opportunities and trends;  
• Strong time management and organizational skills; and  
• Collaborative and team focused nature, with an ability to work virtually with TREP members and CI GAM sales team members located throughout CI’s offices in Vancouver, Calgary, Toronto, and Montreal, as well as operating remotely. 

WORKING CONDITIONS   

• Flexible working conditions, with an in-office requirement of 3 days per week when not travelling;  
• Travel outside of the office within the Greater Toronto Area may be required for advisor and investor presentations and events, conferences, seminars and other industry events from time to time;
• Travel outside of the Greater Toronto Area may be requested for road shows, conferences, seminars and other industry events from time to time; 

ABOUT US

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.   

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at  , or call ext. 4747.

Job Description

Salary:

Do you want to be part of our innovative and entrepreneurial team?

Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?

Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.

To get a better understanding of Mitacs and read more about our values, please visit our website .

Senior Financial Planning Analyst

KEY RESPONSIBILITIES

Strategic financial planning

• Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
• Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
• Prepare financial schedules and documentation in support of the consolidated budget
• Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
• Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
• Support the operationalization of funding contract management from a budgeting and analysis perspective

Performance monitoring and forecasting

• Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
• Prepare, analyze, and interpret the budgetary results on a monthly basis
• Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
• Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
• Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
• Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions

Other

• Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
• Comfortable in taking on tasks beyond formal job responsibilities
• Other duties as assigned

TRAINING

• CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
• Bachelors degree in business (accounting or finance) or related area

EXPERIENCE

• Minimum 5-7 years of progressive accountancy experience
• 5 years relevant experience working with budgets; specifically modelling analysis and contract management
• Have excellent technical accounting skills and detailed understanding of GAAP standards
• Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
• Experience with Microsoft Dynamics Finance & Operations considered an asset

ESSENTIAL SKILLS

• Self-motivated with the ability to motivate others
• Ability to work independently with minimal supervision
• Strong communication skills both written and oral with all levels of stakeholders
• Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
• Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
• Attention to detail and accuracy are essential
• High level of business acumen and strong analytical and decision-making skills
• Ability to make recommendations and communicate with senior management
• Ability to build and maintain strong cross-functional working relationships
• Solid knowledge of current accounting practices and technologies
• A proven ability with developing multi-faceted models and budgets
• Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information

Hiring Range: $79,520- $94,930

Hiring and Salary Range Transparency

Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.

The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.

Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.

Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs:
Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.

Mitacs is proud to have been named as a2024 Workplace Impact Award WinnerbyDiversiothe leading global platform for workplace inclusion. The award recognizes organizations that are making measurable, systems-level progress in embedding equity, diversity, and inclusion (EDI) across their operations, and leading change in how people experience work.

Job Description

Salary:

Do you want to be part of our innovative and entrepreneurial team?

Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?

Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.

To get a better understanding of Mitacs and read more about our values, please visit our website .

Senior Financial Planning Analyst

KEY RESPONSIBILITIES

Strategic financial planning

• Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
• Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
• Prepare financial schedules and documentation in support of the consolidated budget
• Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
• Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
• Support the operationalization of funding contract management from a budgeting and analysis perspective

Performance monitoring and forecasting

• Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
• Prepare, analyze, and interpret the budgetary results on a monthly basis
• Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
• Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
• Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
• Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions

Other

• Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
• Comfortable in taking on tasks beyond formal job responsibilities
• Other duties as assigned

TRAINING

• CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
• Bachelors degree in business (accounting or finance) or related area

EXPERIENCE

• Minimum 5-7 years of progressive accountancy experience
• 5 years relevant experience working with budgets; specifically modelling analysis and contract management
• Have excellent technical accounting skills and detailed understanding of GAAP standards
• Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
• Experience with Microsoft Dynamics Finance & Operations considered an asset

ESSENTIAL SKILLS

• Self-motivated with the ability to motivate others
• Ability to work independently with minimal supervision
• Strong communication skills both written and oral with all levels of stakeholders
• Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
• Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
• Attention to detail and accuracy are essential
• High level of business acumen and strong analytical and decision-making skills
• Ability to make recommendations and communicate with senior management
• Ability to build and maintain strong cross-functional working relationships
• Solid knowledge of current accounting practices and technologies
• A proven ability with developing multi-faceted models and budgets
• Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information

Hiring Range: $79,520 - $94,930

Hiring and Salary Range Transparency

Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.

The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.

Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.

Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs: Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.

Job Description

About Us

Are you ready to move distribution forward?

Solutions 2 GO is a premier global distributor of video game products. With operations reaching 19 countries in North, Central and South America, and partnerships that further extend to Europe, Africa, Australia and Asia, Solutions 2 GO represents all publishers in the Canadian market, offers coast-to-coast distribution in the USA and is the exclusive distribution partner for Sony PlayStation in Latin America. Our leadership, processes and partnerships have earned us a reputation as the premier provider of flexible, dynamic distribution solutions for publishers, manufacturers and retailers around the world.

We are a remarkable team that delivers remarkable results. Our people help move Solutions 2 GO forward every day, through a shared commitment across every facet of our business. At Solutions 2 GO, we are moving distribution forward. If you are an achiever who is relentless in ensuring that we achieve business results and create a great company culture while doing it, then we’re looking for you!

Scope:

The Manager, Financial Planning & Analysis will play a key role to support organization’s planning, forecasting and analysis activities for a mid-size multinational company. This position reports directly to the VP, Financial Planning & Analysis, but is required to interface closely with all managers and senior management, both in Finance and in the Business.

Duties & Responsibilities:

• Financial reporting and analysis activities including period and quarterly reporting of balance sheets, income statements and cash flows for both performance and non-performance entities, including but not limited to, the consolidated financial statement and notes, annual report, etc.
• Coordination and preparation of the yearly budgets for all legal entities.
• Coordination and preparation of monthly and quarterly forecasts.
• Lead monthly reporting & consolidation process.
• Leverage new analysis and presentation tools to simplify the presentation of complex information.
• Coordinate, prepare and review management and cost-centre reporting.
• Establish relationships and communicate effectively with persons across a variety of departments, at all levels within the organization.
• Provide insightful interpretation of key business drivers underlying the business results, highlight key issues and make appropriate recommendations where required.
• Actively contribute as a member of the Finance team and ensure ongoing communication with the broader Finance management team on the status / progress of projects and issues / points of interest that are relevant to the team / individuals.
• Provide timely and constructive development feedback including holding regular 1:1s and team meetings, and preparation and delivery of mid-year and year-end performance evaluations.
• Perform other ad-hoc financial, accounting, and capital analysis as required.

Skills & Qualifications:

• 5-7 years of financial management (minimum 3 years post qualification management experience).
• Bilingual Spanish is an asset.
• University degree and Accounting designation required, MBA an asset.
• Strong accounting, control and audit skills.
• Advanced computer skills with an ability to manipulate large data sets in Excel.
• Experience developing high quality executive level reporting packages.
• Strong hands-on leadership skills and attention to detail.
• Ability to multi-task and handle a multi-currency environment.
• Excellent communication skills.
• Experience managing a small team.

The successful candidate will receive a conditional offer, contingent upon the successful completion of a background check conducted by our contracted third-party vendor. The specific clearance requirements vary by position and may include one or more of the following: criminal background check, credit check, employment verification, education verification,

Solutions 2 GO Inc. is an equal opportunity employer. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For more information on Solutions 2 GO Inc., please visit our website at:

Job Description

Agency Financial Planning Manager - Desjardins Insurance Office

Location:
Type: Full Time

Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of financial planning Manager- Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the agent to establish and meet marketing goals.
• Successfully complete projects from time to time with the Insurance company.
• Meet monthly sales quota's.
• Maintain book of business/portfolio in a complaint manner. Follow all corporate guidelines.

Requirements:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• IFIC license
• LLQP license
• Must be able to work under pressure and excel in a team oriented enviornment

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Financial Planning & Investment Specialist

Join Our Team

Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!

Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Financial Planner to join our growing team!

We're a tight-knit, supportive team—and we’re looking for someone who can work independently but never feels alone.

About the Role

As a Financial Planning & Investment Specialist , you'll guide clients through financial planning, investments, insurance, tax strategies, and long-term goal setting. You’ll have the freedom to work independently, with the support of a full team behind you.

What You’ll Do

Meet with clients to understand their goals and create personalized plans
Recommend investment and insurance solutions that fit their needs
Review and adjust portfolios as needed
Build long-term client relationships based on trust and results
Stay up-to-date with financial trends and opportunities

What We’re Looking For
Mutual Funds and Life Insurance licenses (in good standing)
CFP® designation (or working towards it)
At least 3 years of client-facing financial services experience
Great communication and relationship-building skills
A proactive mindset and a passion for helping others

Why Join Us?

Competitive salary + performance-based bonus
Growth opportunities with clear career path and mentorship