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Founded over 40 years ago, we are a fee-only personal wealth management firm providing a comprehensive range of planning services to individuals. The firm’s mission is to keep busy, successful Canadian families financially healthy by providing them with integrated tax, investment, trust, and estate planning advice on a proactive basis. Our qualified team of professional advisors includes Chartered Accountants, Registered Financial Planners, Certified Financial Planners and Certified Financial Analysts that have a thorough knowledge of all aspects of personal financial planning and management.
Location: Montreal (combination of remote and in the office)
Type of position: Full time permanent position
Job Duties And Responsibilities
- Maintain an accurate record of financial transactions
- Update and maintain the general ledger
- Reconciliation of entries into the accounting system
- Recording of debits and credits
- Maintain the trial balance, by a reconciliation of general ledgers
- Account reconciliation to assert the accuracy of transactions
- Use knowledge of local laws to comply with reporting requirements
- Monitor any variances from the projected budget
Compensation: Salary to be determined this week + bonus (5% of base salary)
Benefits: Excellent benefit plan that includes medical/health, dental, vision coverage + RRSP matching + Continuing Education Allowance + Cell Phone reimbursement + Health & Wellness program & much more!
Vacation: 3 weeks vacation + 6 personal days
