20 meilleures offres (tax specialist, halifax ns) (à pourvoir)

Wealth Associate
Owens MacFadyen Group —Halifax, NS
- À partir de 60 000 $ par an
- Temps plein
- Bilingue
- Microsoft Excel
- Anglais
Postuler rapidement
il y a 1 jour
Controller
Accountant Staffing —Halifax, NS
- Temps plein
- Comptabilité
- QuickBooks
Postuler rapidement
il y a 7 jours
Tax Information Specialist (FATCA, CRS, CH3) Fixed-Term Contract (Approx. 10 Months)
Citco —Halifax, NS
- Temps plein
- Microsoft Office
- Baccalauréat
- Affaires
Payroll Specialist
ADP —Dartmouth, NS
- De 59 300 $ à 94 800 $ par an
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Programmes de Bien-être
- Assurance Invalidité
il y a 14 jours
Manager, Technical HCM Contact Center / Gestionnaire, Centre de contact technique HCM
ADP —Dartmouth, NS
- De 102 200 $ à 152 200 $ par an
- Travail hybride
- Bilingue
- Anglais
- Expérience administrative
- Programmes de Bien-être
- Assurance Invalidité
Senior Manager, Transaction Tax Services
BDO —Halifax, NS
- Temps plein
- Maîtrise
- Esprit d'analyse
- Leadership
- Congés payés
Environmental Regulatory Specialist
Stantec —Dartmouth, NS
- Temporaire
- Compétences rédactionnelles
- Ingénierie
- Maîtrise
- Programmes de Bien-être
- Plan d'actionnariat des employés
Manager, Canadian Tax Services
BDO —Halifax, NS
- Temps plein
- Esprit d'analyse
- Comptabilité
- Compétences en communication
- Congés payés
Administrative Specialist and Bookkeeper
Nova Scotia Contracting Company —Halifax, NS
- Du Lundi au Vendredi
- Microsoft Office
- Finance
- Expérience administrative
Postuler rapidement
Senior Pension Consultant
Telus Health —Halifax, NS
- De 70 000 $ à 120 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Bilingue
- Microsoft Word
Aquatic Biologist
Stantec —Dartmouth, NS
- De 69 200 $ à 100 400 $ par an
- Temporaire
- Microsoft Excel
- Analyse de données
- Microsoft Office
- Programmes de Bien-être
- Plan d'actionnariat des employés
Clinical Specialist Social Worker or RCT
Lifemark Health Group —Lower Sackville, NS
- Temps plein
- Télétravail
- Compétences rédactionnelles
- Maîtrise
- Expérience administrative
Postuler rapidement
il y a 11 jours
Manager, Personal Debt Solutions - Tax
BDO —Halifax, NS
- Temps plein
- Anglais
- Congés payés
Représentant (e) du service à la clientèle / Representative Client Service
ADP —Dartmouth, NS
- Temps plein
- Bilingue
- Service à la clientèle
- Anglais
- Bourses d'Études
- Congés payés
Registered Counselling Therapist or Social Worker Clinical Spec.
Lifemark Health Group —Dartmouth, NS
- Temps plein
- Télétravail
- Maîtrise
- Expérience administrative
- Travail social
Postuler rapidement
Disability Benefits Navigator
Vision Loss Rehabilitation Canada —Halifax, NS
- 34,03 $ de l’heure
- Temps plein
- Travail hybride
- Microsoft Office
- Compétences en communication
- Programmes de Bien-être
- Assurance Dentaire
Postuler rapidement
il y a 13 jours
KYC Refresh / QC Analyst-1
Royal Bank of Canada —Bedford, NS
- Temps plein
- Microsoft Excel
- Microsoft Access
- Finance
Intermediate Water/Wastewater Engineer
Stantec —Dartmouth, NS
- Temporaire
- Ingénierie
- Microsoft Office
- Capacités de présentation
- Programmes de Bien-être
- Plan d'actionnariat des employés
Senior Water/Wastewater Engineer
Stantec —Dartmouth, NS
- Temporaire
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Programmes de Bien-être
- Plan d'actionnariat des employés
Intermediate Municipal Engineer
Stantec —Dartmouth, NS
- Temporaire
- Ingénierie
- Microsoft Office
- Capacités de présentation
- Programmes de Bien-être
- Plan d'actionnariat des employés

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Wealth Associate

Owens MacFadyen Group
Halifax, NS

Postuler rapidement

Détails du poste

Permanent | Temps plein
À partir de 60 000 $ par an
Il y a 1 jour

Profil recherché

Bilingue
Français
Microsoft Excel
Anglais
Expérience administrative
Cours sur le commerce des valeurs mobilières au Canada (CCVM)

Description complète du poste

Owens MacFadyen Group (OMG) is a boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes.

OMG is committed to its clients and its people. We pride ourselves on delivering privacy, confidentiality, and integrity in all our interactions. Our clients require and value competent, independent professional advice delivered by specialists working within a team environment. We now have over 90 people and growing. Our four offices include: Toronto, Halifax, Saint John & Moncton.

We are currently seeking a Wealth Associate in our Halifax office.

Key Responsibilities:

· Supporting Advisors in delivering first-class financial planning and strategic wealth management services to clients.

· Managing client reviews, scheduling meetings, and preparing meeting materials.

· Facilitating client communication and relationship building.

· Overseeing advisor practice workflow and ensuring operational efficiency.

· Managing and processing all areas of client service, including annual reviews, insurance premiums, wealth transfers, and tax reporting.

· Handling the full wealth account opening cycle, client updates, and life insurance application processes.

· Processing trades and money movements accurately and efficiently.

· Experience peer-reviewing tasks and mentoring newer team members.

· Collaborating with the Advisor Team on complex financial situations.

· Preparing investment portfolio reviews and client presentations with guidance from the Advisor.

· Managing day-to-day client requests and partnering with internal teams to ensure timely execution.

· Delivering high-touch, personalized client service with rapid resolution of inquiries.

· Acting as team lead during tax reporting season, liaising with tax professionals and clients to provide necessary documentation and updates.

· Engaging in continuous learning and professional development to enhance skills and knowledge.

· Performing other relevant duties as assigned, in alignment with evolving organizational needs.

· Reception back up

· 100% in office

Desired Skills and Experience:

2+ years of progressive work experience in a similar role within the financial services industry, wealth, banking, and/or administration

Bilingual English & French would be considered a strong asset.

Investment Representative licensing is required, including successful completion of:

o Canadian Securities Course (CSC)

o Conduct and Practices Handbook Course (CPH)

Registered Representative licensing is preferred, including completion of the Wealth Management Essentials Course (WME).

Dynamics 365

Life Insurance experience considered a strong asset

Strong administrative background

Strong proficiency in Microsoft Applications (Excel – advanced)

High performer with high attention to detail

Is professional when responding to client service inquiries and can confidently interact with other professionals such as accountants and lawyers

Benefits of working with Owens MacFadyen Group (OMG)

· Competitive compensation and comprehensive benefits program

· Positive culture where team members are valued and respected

· Innovative and collaborative work environment

· Investment in ongoing professional development

· Commitment to and supportive of community involvement

· Work-life balance

Final compensation will be based on the successful candidate’s experience, qualifications, technical expertise, certifications, geographic location and overall alignment with the requirements of the position. Compensation may vary to reflect local market conditions and cost of labour within the candidate’s work location.

Compensation at OMG is established on a role-specific basis, considering factors such as scope, complexity, accountability, value provided, experience and required expertise. Final compensation will vary from the expected amount depending on the successful candidate’s profile and the final scope of responsibilities.

Job Types: Full-time, Permanent

Pay: From $60,000.00 per year

Licence/Certification:

CSC/CPH(RR) (required)

Work Location: In person

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tax specialist emplois - halifax ns

Wealth Associate

Controller

Tax Information Specialist (FATCA, CRS, CH3) Fixed-Term Contract (Approx. 10 Months)

Payroll Specialist

Manager, Technical HCM Contact Center / Gestionnaire, Centre de contact technique HCM

Senior Manager, Transaction Tax Services

Environmental Regulatory Specialist

Manager, Canadian Tax Services

Administrative Specialist and Bookkeeper

Senior Pension Consultant

Aquatic Biologist

Clinical Specialist Social Worker or RCT

Manager, Personal Debt Solutions - Tax

Représentant (e) du service à la clientèle / Representative Client Service

Registered Counselling Therapist or Social Worker Clinical Spec.

Disability Benefits Navigator

KYC Refresh / QC Analyst-1

Intermediate Water/Wastewater Engineer

Senior Water/Wastewater Engineer

Intermediate Municipal Engineer

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : tax specialist (halifax ns)

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