Job Description
Join Raymond James as a Tax and Financial Planning Advisor in Saskatoon. This role emphasizes client engagement, tax compliance, and financial planning without the pressure of overtime.
Raymond James Ltd., a top independent investment dealer, is seeking a Tax and Financial Planning Advisor with at least five years of CPA experience. You will work closely with clients, ensuring compliance and supporting financial strategies, all while enjoying a work-life balance. This position values your insights in a collaborative environment without requiring a pre-existing client base.
Key Responsibilities:
• Prepare and review personal T1 and T3 tax returns
• Act as primary contact for client guidance
• Ensure timely compliance with CRA regulations
• Implement process improvements using technology
• Assist with ongoing financial planning for clients
Requirements:
• CPA designation or equivalent in good standing preferred
• Minimum five years in tax preparation
• St...
Raymond James Ltd., a top independent investment dealer, is seeking a Tax and Financial Planning Advisor with at least five years of CPA experience. You will work closely with clients, ensuring compliance and supporting financial strategies, all while enjoying a work-life balance. This position values your insights in a collaborative environment without requiring a pre-existing client base.
Key Responsibilities:
• Prepare and review personal T1 and T3 tax returns
• Act as primary contact for client guidance
• Ensure timely compliance with CRA regulations
• Implement process improvements using technology
• Assist with ongoing financial planning for clients
Requirements:
• CPA designation or equivalent in good standing preferred
• Minimum five years in tax preparation
• St...
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