Seeking CFP/CFA/CPA

We are looking for a certified CPA to assist with ITIN filing for our clients. · The ideal candidate will have extensive experience in preparing ITIN applications and ensuring compliance with IRS regulations. · ...

+Job summary · We are seeking a highly experienced U.S.-based CPA who also operates as a tax strategist / advisor to work with us long-term as we navigate U.S. tax, compliance, and accounting for our e-commerce business. · ++Is a licensed U.S. CPA (required) · Has strong experien ...

We are inviting experienced bookkeeping firms that also support U.S. tax filing under the supervision of a licensed CPA to collaborate with us. · ...

We are inviting experienced bookkeeping firms that offer U.S. tax filing services under the supervision of a licensed CPA to collaborate with us. · Tax Accounting · Tax Refund Submission · ...

We are seeking an experienced personal finance writer with formal financial credentials to produce clear and accurate content. · Write articles and guides on topics such as investing taxes credit retirement and personal money management. · ...

We're hiring an Associate Advisor / Associate Portfolio Manager to join our growing boutique discretionary practice in Ottawa–Gatineau.This isn't a corporate wealth job. · It's not a product desk. · And there's no ladder-climbing politics. · ...

We're hiring an Associate Advisor / Associate Portfolio Manager to join our growing boutique discretionary practice in Ottawa–Gatineau. · This isn't a corporate wealth job. · It's not a product desk. · And there's no ladder-climbing politics.You'll work side-by-side with a Senior ...

Wealth Management Role is focused on education, guidance and personal development not traditional sales. · Financial planning and insurance expertise · ...

We are seeking a skilled Certified Financial Planner (CFP) to help optimize our financial plans. · ...

Seeking a financial expert to build a cost and pricing model for a SaaS business in the pre-startup phase. · Analyzing market trends · Developing pricing strategies · Creating financial projections · ...

We are seeking an experienced professional to conduct a corporate valuation for a foreign direct investment (FDI) project. · ...

Working with the Knights of Columbus as an insurance agent is unlike any other career opportunity you'll come across. Our agents offer meaningful financial and insurance solutions to our Catholic members and their families. · ...

This is a full-time on-site role for a Financial Advisor located in Ottawa ON assessing clients financial goals creating tailored financial plans advising on investment opportunities and providing solutions to meet clients financial needs. · ...

About Mercor: · Mercor connects elite creative and technical talent with leading AI research labs. · Position: · Wealth Transfer Specialist · Type: · Project-based or part-time · Review and annotate AI-generated outputs related to estate · Evaluate model reasoning on trusts, gi ...

We're hiring an Associate Advisor/Associate Portfolio Manager to join our boutique discretionary practice in Ottawa-Gatineau. · portfolio construction · HNW client advisory · financial planning integration · ...

This is a rare opportunity to acquire a highly profitable dental clinic in the heart of the Fraser Valley. · This is an excellent opportunity for a motivated buyer seeking a stable cash-flowing business with room to scale. · ...

Our client, Owens MacFadyen Group,a boutique Wealth Management firm is looking for a Manager of Tax and Estates to join their team in Toronto. · Develop and maintain advanced Excel tools for tax and financial analysis.Prepare and deliver presentations for advisors and clientsCond ...

Wealth Management firm seeks Manager of Tax and Estates to join team in Toronto. Ideal candidate thrives in fast-paced environment and is passionate about financial services. · Develop advanced Excel tools for tax analysis. · Prepare presentations for advisors and clients. · Anal ...