Financial advisor Offres d'emploi - Miramichi, NB
Dernière mise à jour : il y a 9 heures
Manager – Tax & Estate Planning.Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.
Since 1995 we have been providing a unique team-based a...Voir plusDernière mise à jour : il y a plus de 30 jours
Department : Group Markets Distribution.Employment Type : Regular Full-Time.Language : Bilingualism in English and French is an asset.
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Chief Financial and Administrative Officer.Rutgers, The State University of New Jersey is seeking a Chief Financial and Administrative Officer within the Rutgers Cancer Institute of New Jersey.The ...Voir plusDernière mise à jour : il y a 4 jours
Being a part of BrokerLink, means you live our values : to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity....Voir plusDernière mise à jour : il y a 7 jours
With people at the heart of our success, NTT Data is committed to attracting and growing the best talent and providing an environment where everyone feels they can belong and their contribution mat...Voir plusDernière mise à jour : il y a plus de 30 jours
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VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO.Are you ready to build your career in the investments industry while working from home?.
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This is your chance to join a fast-paced organization with a large, stable, and continuously growing presence in the vertical market software industry!.
Harris is currently looking to hire a Control...Voir plusDernière mise à jour : il y a plus de 30 jours
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction.
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This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Voir plusDernière mise à jour : il y a 28 jours
Medavie is a national health solutions partner that integrates benefits management, health management and health care delivery.
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The OpportunityLounsbury Chevrolet in Miramichi is looking for a Parts Advisor.We are seeking someone who is self-motivated and wants to deliver exceptional customer service to their customer.We va...Voir plusDernière mise à jour : il y a 9 heures
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Are you a dynamic and driven professional?.If so, Momentum Financial Services Group wants you to join our team.As a Financial Service Representative you'll make a positive impact on the people livi...Voir plusDernière mise à jour : il y a plus de 30 jours
Would you enjoy learning new things in a fast paced environment? Do you have an appetite for variety and challenging business problems to solve? Are you a great communicator who can clearly articul...Voir plusDernière mise à jour : il y a plus de 30 jours
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by prov...Voir plusDernière mise à jour : il y a plus de 30 jours
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Description de posteUniversity degree or diploma in accounting, finance, or similar field; combination of education and relevant work experience may be considered CPA designation required 5+ years of progressive accounting and tax experience In-depth taxation course would be considered an asset Extensive knowledge and technical proficiency related to finance and tax planning strategies, issues and trends Ability to communicate complex planning ideas in a comprehensive and practical manner, including a strong understanding of client needs and expectations Effective communication and presentation skills, with the ability to communicate at all levels in the organization Strong proficiency in Excel and Word Exceptional planning, organizational and time management skills Previous experience in handling confidential or sensitive information with integrity High attention to detail and accuracy Able to manage ambiguity by understanding and recognizing priorities, deadlines and has a sense of urgency Curiosity and action-orientated mindset A broad technical knowledge of financial products would be considered a significant asset A proficiency in various reporting and presentation tools would be considered an asset Additional Designations would be considered an asset (CLU, TEP, CFP, CFA, LLQP, CIM, Mutual Funds Licensed)
Manager – Tax & Estate Planning
Saint John, NB
Reference # HL-16407
Owens MacFadyen Group (OMG) is 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.
We are currently recruiting a Manager, Tax & Estate Planning in our Saint John, NB office, to join our growing team. This role is an onsite role, not a remote role. Reporting to the Director of Tax & Estate Planning, you will be a subject matter expert and collaborate with Advisors and other planning professionals to provide clients with comprehensive wealth management solutions. If you are a motivated tax professional that wants to add value to a high performing team and build a career in wealth management, this is the right fit for you!
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 in Toronto, Halifax, Saint John & Moncton. We are growing, and we are so proud of our firm. We hope you will be too!
Responsibilities
- Prepare complex and customized financial plans for income, estate, and savings plans.
- Summarize legal documents and provide commentary such as wills, family trusts and shareholder agreements.
- Provide advanced tax and estate planning including AMT recovery plans, new TOSI rules, triggering gains and using CDA to fund lifestyle, surplus strips / value of, capital gain reserves / exemptions, subject matter expert on organizational structure or restructure needs for complex clients, and sale of business options and tax ramifications including purchase agreement analysis.
- Train junior analysts and review junior analysts work.
- Creation, presentation and delivery of monthly tax calls, new Advisor training modules, special requests per Advisor for a client and case studies
- Communicate directly with clients and collaborate with external consultants such as accountants and lawyers to get tasks done.
- Must be willing to work onsite at our Saint John office.
Qualifications
We are looking for a motivated tax professional that wants to add value to a high performing team and build a career in wealth management. If that sounds like you, connect with us today for a conversation!