Overview Languages English Education • Bachelor's degree Experience 2 years to less than 3 years Work setting • Private sector Responsibilities Tasks • Identify clients' financial goals and objectives • Plan, set up and administer accounting systems • Supervise staff • Train staff • Analyze clients' financial records • Arrange training for staff • Ensure accuracy and compliance to accounting standards, procedures and internal control • Prepare financial information for individuals, departments or companies • Develop financial plans for clients • Prepare reports and audit findings • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning • Prepare financial statements and reports • Recommend improvements to accounting systems and management practices • Arrange for sale of financial products and investments • Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements • Develop and maintain cost findings, reporting and internal control procedure • Prepare income tax returns from accounting records • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation • Analyze financial documents and reports • Examine accounting records • Investigate possible unethical conduct or breeches of securities or commodity futures law • Provide financial, business and tax advice • Underwrite new issues of stocks and bonds • Act as trustee in bankruptcy proceedings • Negotiate with corporations and government to determine the type and terms of new securities issue • Prepare offering prospectus for new issues of stocks and bonds • Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds Supervision • 5-10 people Experience and specialization Computer and technology knowledge • Accounting software • Database software • Data analysis software Area of specialization • Financial planning • Financial examination • Investment underwriting • Trust and estate administration • Mortgage brokering Additional information Work conditions and physical capabilities • Work under pressure Personal suitability • Accurate • Efficient interpersonal skills • Excellent oral communication • Excellent written communication • Organized • Team player Benefits Other benefits • Other benefits

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