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Client advisor Jobs in Guelph, ON

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Client advisor • guelph on

Last updated: 2 days ago

Manager, Financial Reporting & Insights

BDOHanlon Creek,Guelph
Full-time

Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client... Show more

Curriculum Development Advisor

Cuso InternationalGuelph, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education and training programs an... Show more

 • Promoted

Benefits Advisor - Work From Home

HMG CareersGuelph, Ontario
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 more

Senior Tax Manager

TalntGuelph, ON, Canada
Full-time
Quick Apply

This role is responsible for managing a portfolio of tax clients, providing technical leadership, mentoring tax professionals, and partnering with senior leadership to deliver strategic tax solutio... Show more

Member Service Representative (Part-Time - 25-30hrs)

DUCA Financial Services Credit Union Ltd.Guelph, Ontario, Canada
CA$20.56 hourly
Part-time

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer.Founded in 1954, ... Show more

Warehouse Associate - Day Shift, Full Time, Permanent, - Guelph, ON

Fraser DirectGuelph, ON, CA
CA$17.60–CA$19.00 hourly
Full-time +1
Quick Apply

Warehouse Associate, Full-Time, Permanent, Day Shift Full-Time, Permanent | Monday-Friday, 7:00 a.Guelph The Company Fraser Direct is a family-owned and operated company that has been helping clien... Show more

Investment Advisor

Royal Bank of Canada>GUELPH, Canada
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

TVET Digitalization Advisor

Cuso InternationalGuelph, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education, digitalization initiati... Show more

 • Promoted

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaGuelph, Ontario
CA$21.50 hourly
Remote
Full-time

At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Show more

Customer service manager - retail

MIMI IMPORTSGuelph, ON, Canada
Full-time +1

Experience: 3 years to less than 5 years.Retail/wholesale establishment/distribution centre.Plan and organize daily operations.Manage staff and assign duties.Determine merchandise and services to b... Show more

Chef Manager (B&I)

Dexterra Signature DiningGuelph, Ontario, Canada
Full-time

Great Food Doesn't Happen By Accident.It happens when an experienced culinary leader sets the standard.We believe great food brings people together, and we empower our teams to take pride in the wo... Show more

Customer Service / Benefits Advisor (Work from home)

AO Globe Life - Simonne LeBlancGuelph, ON, CA
CA$70,000.00 yearly
Remote
Full-time
Quick Apply

Remote Employment Type Full-Time Benefits Offered Dental, Life, Medical, Retirement, Vision Compensation CA$70,000 to CA$100,000 per year can be made Why Work Here?.Join us to be part of a win-win ... Show more

Business Development Coordinator

RWDIGuelph, Ontario, CA
CA$75,000.00 yearly
Full-time
Quick Apply

RWDI is a global climate and performance engineering consulting firm that helps its clients redefine what’s possible by overcoming design and operational challenges, while minimizing environmental,... Show more

Insurance Account Representative

Liz Foxall - Desjardins Insurance AgentGuelph, Ontario, Canada
CA$50,000.00 yearly
Full-time +1

Insurance Account Representative.Location:  1950 Fischer Hallman Rd, Kitchener ON.Type: Full Time - Permanent .We’re hiring a Client-Focused Insurance Account Representative to join our t... Show more

Mental Health Therapist, First Call Care (Bilingual French)

Homewood HealthGuelph, ON NEZ, CA
CA$77,506.00 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 more

Electrical Engineer

J.L. Richards & Associates LimitedGuelph, CA
Full-time

We’ve opened a role in our Guelph office for a talented, entrepreneurial Electrical Engineer to work alongside exceptional people in JLR’s Electrical group.Do you enjoy being part of the broad disc... Show more

Forklift Operator nights

Randstad CanadaGuelph, Ontario, CA
CA$25.50 hourly
Full-time +1
Quick Apply

Randstad Canada is interviewing Warehouse Reach Drivers for our client located in the Puslinch, Ontario area (just outside of Guelph/Milton, Ontario.You would be working in the cold storage warehou... Show more

Financial Controller

Elby Professional Recruitment IncGuelph, ON, CA
Permanent
Quick Apply

Our client is a well-established, award-winning construction firm, with active and upcoming projects across the South Western Ontario region.Known for a hands-on, quality-first approach to building... Show more

Registered Nurse

ComForCare Home Health Care - Guelph-CambridgeGuelph, ON, CA
Full-time

ComForCare Home Care is a franchise of premier in-home care providers.We take time to understand the needs of our clients and work diligently to keep them safe at home.With ComForCare, clients can ... Show more

Customer Service & Administrative Office Assistant

HRS Talent SolutionsGuelph, ON, Canada
CA$30.00–CA$38.00 hourly
Remote
Full-time +1
Quick Apply

Customer Service & Administrative Office Assistant.Schedule: Part Time or Full Time.We are currently seeking organized and dependable individuals for an entry level Customer Service & Admin... Show more

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Manager, Financial Reporting & Insights

Manager, Financial Reporting & Insights

BDOHanlon Creek,Guelph
30+ days ago
Job type
  • Full-time
Job description

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.

Your Opportunity

BDO Canada is seeking a Manager to join our Financial Reporting & Insights (FR&I) team. This group provides high-quality accounting and financial reporting services for privately held businesses, including compilations, financial statements, and corporate and personal tax compliance.

This is a replacement role where as a Manager, you’ll play a key leadership role — overseeing multiple engagement teams, ensuring the highest quality of work, and supporting the continued growth and success of our FR&I practice.

Key Responsibilities

  • Oversee and review financial reporting and compilation (formerly Notice to Reader) engagements across a client portfolio, ensuring technical excellence, accuracy, and timeliness.

  • Provide advanced technical accounting guidance and mentorship to Managers and team members.

  • Lead the preparation and review of working paper files, financial statements, and corporate and personal tax returns as needed.

  • Drive operational efficiency by monitoring engagement budgets, timelines, and resource allocations.

  • Build trusted, long-term relationships with clients and proactively identify opportunities to enhance value and strengthen relationships.

  • Contribute to the strategic growth of the FR&I team through business development, process improvements, and coaching future leaders.

  • Champion the adoption of digital tools, process innovation, and automation to improve quality and efficiency in engagement execution.

How do we define success for your role?

  • You demonstrate BDO's core values through all aspects of your work: Integrity, Respect & Collaboration.
  • You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.
  • You identify, recommend, and are focused on effective service delivery to your clients.
  • You share in an inclusive and engaging work environment that develops, retains, and attracts talent.
  • You grow your expertise through learning and professional development.
  • You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.

Your Experience and Education

  • CPA designation required.

  • Minimum 5 years of progressive experience in public accounting, including 1+ year in a Manager capacity.

  • Strong experience in compilation engagements (formerly Notice to Reader) and financial reporting for private enterprises.

  • Demonstrated experience preparing or reviewing corporate and personal tax returns.

  • Proven leadership skills in managing teams, engagements, and client relationships.

  • Strong project management skills with the ability to manage multiple priorities in a dynamic environment.

  • Proficiency with Caseware, Sage, QuickBooks, and Excel; experience leveraging technology for process improvement is highly valued.