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Academic advisor Jobs in Miramichi, NB

Last updated: 3 days ago
Manager-Tax & Estate Planning

Manager-Tax & Estate Planning

Meridia Recruitment SolutionsNew Brunswick
CA$500,000.00 yearly
Full-time
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...Show moreLast updated: 30+ days ago
Senior Regional Sales Consultant- Individual Life Wholesaler

Senior Regional Sales Consultant- Individual Life Wholesaler

Co-operatorsNB, CA
CA$78,000.00–CA$130,000.00 yearly
Full-time
Department : Group Markets Distribution.Employment Type : Regular Full-Time.Language : Bilingualism in English and French is an asset. We are a leading Canadian financial services co-operative committe...Show moreLast updated: 29 days ago
Horizon Family Medicine Physicians General Application

Horizon Family Medicine Physicians General Application

Horizon Health NetworkMiramichi
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Full-time +3
This is the life-changing opportunity you’ve been looking for.Horizon Health Network in beautiful New Brunswick is looking for a. Horizon Health Network (Horizon) is seeking a dedicated, dependable,...Show moreLast updated: 30+ days ago
Field Sales Representative, Nursing Health Education (Atlantic Canada and Quebec)

Field Sales Representative, Nursing Health Education (Atlantic Canada and Quebec)

Elsevier Canada Inc CompanyHome Based, Canada NB
Remote
Full-time
As a Sales Executive you will promote nursing curriculum materials and electronic products to nursing health professional and higher education institutions. You will utilize solution based selling t...Show moreLast updated: 30+ days ago
Call for Interest

Call for Interest

NBCCNew Brunswick, Miramichi, Canada
CA$84.00–CA$90.00 hourly
Temporary
New Brunswick Community College (NBCC) is committed to transforming lives and communities.The College is currently creating a casual pool and looking for. Instructors in our Trades & Apprenticeship ...Show moreLast updated: 30+ days ago
Account Representative- Sales Training Program (MARITIMES)

Account Representative- Sales Training Program (MARITIMES)

CDWVIRTUAL, NB, CA
CA$50,000.00 yearly
Full-time
Quick Apply
Bring your IT career and talents to CDW, where you can have a greater impact, be inspired by our mission and excited about your career and future. A Fortune 200 leader, we’re the driven professional...Show moreLast updated: 30+ days ago
1.0 Academic Support Teacher Grades K-5

1.0 Academic Support Teacher Grades K-5

York Region District School BoardNew Brunswick, Canada
serp_jobs.job_card.currency_salary_dayly
Full-time
Applications are invited for the eligibility list for potential teaching vacancies.These opportunities may include D contract or long-term supply teaching positions effective the 2024-2025 school y...Show moreLast updated: 30+ days ago
Personal Insurance Advisor (Sales)

Personal Insurance Advisor (Sales)

BrokerLinkMiramichi, NB, CA
Full-time +1
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....Show moreLast updated: 24 days ago
  • Promoted
Insurance Advisor Remote

Insurance Advisor Remote

HMG CareersMiramichi, NB, Canada
Remote
Full-time
Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours?.Our ideal candidate embodies qualities such as adaptability, trainability, and a ...Show moreLast updated: 13 days ago
  • Promoted
Total Rewards Advisor

Total Rewards Advisor

JMC HR ConsultingNew Brunswick, Canada, Canada
Full-time
As the Total Rewards Advisor, you will be responsible for managing the employee benefits and rewards programs and ensuring compliance with applicable laws and regulations.Additionally, you will ana...Show moreLast updated: 3 days ago
Advisor, BMO adviceDirect

Advisor, BMO adviceDirect

BMOREMOTE / TELETRAVAIL, NB, CAN
CA$44,500.00–CA$82,500.00 yearly
Remote
Full-time +1
VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO.Are you ready to build your career in the investments industry while working from home?. This is a remote role meaning you will be working at home everyday!...Show moreLast updated: 30+ days ago
Controller

Controller

N. Harris Computer Corporation - CAD.,New Brunswick,Remote
CA$85,000.00–CA$100,000.00 yearly
Remote
Full-time +1
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...Show moreLast updated: 30+ days ago
AVP, Brokers Advisors

AVP, Brokers Advisors

Homewood HealthNB, CA
CA$75,000.00–CA$85,000.00 yearly
Full-time
Make a difference in a growing, innovative mental health organization and centre of excellence in people-centered care.Work with supportive colleagues who are passionate about improving lives and c...Show moreLast updated: 30+ days ago
Senior Internal Communications Advisor

Senior Internal Communications Advisor

Medavie Blue CrossNew Brunswick, CA
CA$52.00 hourly
Full-time +1
Medavie is a national health solutions partner that integrates benefits management, health management and health care delivery. Together, with our team of more than 7,700 professionals, we are commi...Show moreLast updated: 30+ days ago
Consultante ou consultant principal en tarification

Consultante ou consultant principal en tarification

Company 1 - The Manufacturers Life Insurance CompanyCAN, New Brunswick, Full Time Remote
CA$22.36–CA$25.00 hourly
Remote
Full-time
Senior Underwriting Consultants,.Underwriting and Claims operations, are integral to supporting our business growth strategy in the increasingly digital insurance-buying environment, where simple p...Show moreLast updated: 30+ days ago
  • Promoted
Academic tutoring Private Tutoring Jobs Kingsclear

Academic tutoring Private Tutoring Jobs Kingsclear

SuperprofKingsclear, Canada
CA$80.00 hourly
Full-time +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show moreLast updated: 14 days ago
Relationship Manager Business Markets

Relationship Manager Business Markets

RBC - Royal BankMiramichi, NB
CA$90,000.00–CA$110,000.00 yearly
Full-time
As our Relationship Manager , Business Markets , you will have the opportunity to establish and grow long-term relationships with new and existing small business clients. Your strong passion for sma...Show moreLast updated: 30+ days ago
SR Financial Functional Consultant - Workday Success Plans - Spend Management

SR Financial Functional Consultant - Workday Success Plans - Spend Management

Workday, Inc.Remote, NB, CAN
CA$50,000.00–CA$55,000.00 yearly
Remote
Full-time
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...Show moreLast updated: 30+ days ago
Benefits Advisor - Remote - New Brunswick

Benefits Advisor - Remote - New Brunswick

HTT RecruitingNew Brunswick, Canada
CA$69,000.00 yearly
Remote
Full-time
Quick Apply
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 ...Show moreLast updated: 7 days ago
service advisor - auto repair

service advisor - auto repair

Terry & Son TiresMiramichi, NB, CA
CA$16.00–CA$22.00 hourly
Permanent
Heures de travail : 40 hours per week.No degree, certificate or diploma.Address customers' complaints or concerns.Answer inquiries and provide information to customers. Arrange for billing for servic...Show moreLast updated: 13 days ago
Manager-Tax & Estate Planning

Manager-Tax & Estate Planning

Meridia Recruitment SolutionsNew Brunswick
30+ days ago
Salary
CA$500,000.00 yearly
Job type
  • Full-time
Job description

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

  • University 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)
  • 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!