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Client advisor Jobs in Halifax, NS

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Client advisor • halifax ns

Last updated: 17 hours ago
Tax Advisor

Tax Advisor

FBC Farm and Small Business Tax ConsultantsDartmouth, NS, CA
Full-time
FBC members financial situations and provide tailored tax strategies that minimize taxes in both the short and long term. In addition, you will introduce them to our full range of services, includin...Show moreLast updated: 27 days ago
Client Care Specialist

Client Care Specialist

Abell Pest ControlHalifax, NS B3H 0A6, CAN
Full-time
Exciting Sales-Focused Opportunity with Abell Pest Control!.Are you ready to unleash your sales prowess while providing exceptional customer service? Join our dynamic team at Abell Pest Control as ...Show moreLast updated: 30+ days ago
Spécialiste du soutien aux ventes – Solutions de Placement Garanti

Spécialiste du soutien aux ventes – Solutions de Placement Garanti

ManulifeCAN, Nova Scotia, Halifax, 2737 Joseph Howe Drive
Full-time
At Manulife, we put customers first.Relationship Management, you’ll serve as the central point of contact for the Guaranteed Wealth Solutions Sales team, handling advisor and distributor inquiries ...Show moreLast updated: 2 days ago
  • New!
guest service agent

guest service agent

Mount Saint Vincent UniversityHalifax, NS, CA
Full-time +1
Heures de travail : 32 to 40 hours per week.Secondary (high) school graduation certificate.Register arriving guests and assign rooms. Process group arrivals and departures.Take, cancel and change roo...Show moreLast updated: 17 hours ago
Financial Advisor

Financial Advisor

VenorHalifax / Dartmouth, NS
Full-time
Venor is proud to partner with CUA in their search for a Financial Advisor.Over the past 75 years, CUA has built its business by delivering on its differentiators of flexible products, personalized...Show moreLast updated: 30+ days ago
Business development advisor

Business development advisor

Vandy MarketingHalifax, NS, CA
Full-time +1
Experience : Experience an asset.Advertising, marketing and public relations agency.Conduct comparative research on marketing strategies for industrial and commercial products.Conduct analytical mar...Show moreLast updated: 30+ days ago
Director, Client 360 (Client Relationship Management)

Director, Client 360 (Client Relationship Management)

MUFG Investor ServicesHalifax, NS, CA
Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives.With over $1 trillion...Show moreLast updated: 8 days ago
Client Solutions Associate

Client Solutions Associate

GallagherHalifax, Canada
Full-time
We're looking for a Client Solutions Associate to join our Commercial Lines Team! As the Client Solutions Associate, you will provide administrative and technical service support to a team of Clien...Show moreLast updated: 30+ days ago
Client Service Manager

Client Service Manager

ADPEileen Stubbs Ave, Dartmouth, NS, CA B3B 2C
Full-time +1
ADP is hiring a Client Service Manager.Are you looking to grow your careerin an agile, dynamic environment with plenty of opportunities to progress?. Well, this may be the role for you.ADP's excepti...Show moreLast updated: 30+ days ago
Benefits Advisor - Work From Home

Benefits Advisor - Work From Home

HMG CareersDartmouth, Nova Scotia
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: 21 days ago
Parts Technician / Advisor

Parts Technician / Advisor

Joe Johnson Equipment HalifaxDartmouth, NS, CA
Full-time +1
Competitive compensation; Salary + Quarterly bonus opportunity.Annual salary increase opportunity.Group Benefits that are 100% paid for by the Company – inclusive of Health, Dental, Life, Disabilit...Show moreLast updated: 30+ days ago
Client Services Assistant

Client Services Assistant

Shannex IncorporatedDartmouth, Nova Scotia, Canada, CA
Part-time +2
Job Number : J- Job Title : Client Services Assistant Job Category : Continuing Care & Support (CCA, PSW, Support Worker, Caregiver) Job Type : Temporary Part Time Date Posted : January 22, Closing Date...Show moreLast updated: 26 days ago
Service Advisor

Service Advisor

O'Regan's Automotive GroupHalifax, NS, CA
Full-time
Service Advisor – Build Your Career With O’Regan’s! .O’Regan’s is proud to be one of.Canada’s 50 Best Managed Companies.Committed to being Canada’s premier automotive needs provider.And it’s our am...Show moreLast updated: 12 days ago
Sales Associate

Sales Associate

Events EastHalifax, NS, CA
Permanent
THE ORGANIZATION : At Events East Group, we proudly manage and operate the Halifax Convention Centre, Scotiabank Centre and Scotiabank Centre Box Office. Our people and our community make us the favou...Show moreLast updated: 30+ days ago
Service Advisor

Service Advisor

Steele Auto GroupDartmouth, NS, CA
Full-time +1
It is a chance to inspire positive impact through every interaction, every vehicle, every journey.Our people are at the heart of it all, because everything we do is driven by you.Be The Connection ...Show moreLast updated: 30+ days ago
financial advisor

financial advisor

Credit Union AtlanticHalifax, NS, CA
Full-time +1
Education : College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Experience : 1 year to less than 2 years. Identify clients' financial goals and objectives...Show moreLast updated: 30+ days ago
People also ask
Tax Advisor

Tax Advisor

FBC Farm and Small Business Tax ConsultantsDartmouth, NS, CA
27 days ago
Job type
  • Full-time
Job description

Overview

: Tax Advisor

As a Tax Advisor, you are responsible for understanding FBC members financial situations and provide tailored tax strategies that minimize taxes in both the short and long term. In addition, you will introduce them to our full range of services, including bookkeeping, legal assistance, payroll, and access to financial and estate planning professionals. This includes support in areas such as estate planning, retirement planning, and cash flow management, as their needs arise.

This is a client-facing, impact-driven role ideal for professionals who are dedicated to building relationships, solving problems, and delivering real value. We’re driven by a commitment to supporting those who work tirelessly to power our economy and strengthen our communities!

This position is based out of our FBC Darthmouth location. You will be expected to work onsite full-time.

This role requires strong technical expertise in Canadian tax and accounting standards, and a passion for helping both clients and team members succeed.

Key Responsibilities

  • Provide exceptional tax and accounting advice to Members.
  • Review and file complex personal (T1) and corporate (T2) income tax returns
  • Develop and implement tax planning strategies for a variety of clients, including farm and small business owners
  • Maintain strong client relationships as a primary contact for key accounts
  • Conduct Member reviews.
  • Support seasonal and year-round reconciliations and filings, including GST / HST, T1, T2, and other applicable tax returns.
  • Foster strong relationships with Members and secure Member referrals.
  • Recognize Member needs and connect them with our other domain experts within the company and network.

What You Bring

Education & Experience

  • Comprehensive experience with at least one full corporate tax cycle; 3+ cycles preferred and considered a strong asset
  • Advanced knowledge of Canadian tax laws and regulations (T1, T2, T3) is preferred
  • Demonstrated experience managing client relationships and accounting teams
  • Proficiency in tax preparation and accounting software such as Taxprep / IFirm, Xero, or Profile
  • Strong Microsoft Office skills, particularly in Excel
  • Strong proficiency in corporate tax processes and regulations.
  • Experience with agriculture and / or preparing tax returns for farms and small businesses is preferred
  • Knowledge, Skills and Abilities

  • Superior client service skills.
  • Excellent verbal and written communication abilities.
  • Proven ability to consistently meet deadlines.
  • Dedicated to providing financial support that empowers Members.
  • Strong strategic thinking skills with the ability to analyze unique scenarios and provide customized recommendations.
  • Other Requirements

    Other duties as required.

    Why FBC?

    At FBC, we’re committed to helping you grow into the best version of yourself—whether that’s mastering your craft or leveling up your career. With competitive pay, solid benefits, and endless opportunities for development, we’re not just focused on the here and now, but on where you’re headed. Integrity is the foundation of everything we do, so you can always count on us to have your back. We respect and value your unique contributions, because we know that when you succeed, we all succeed. We believe that every voice counts and every idea matters, as innovation keeps us building for the future. And when we clear those hurdles, we celebrate as a team—because what’s the point of growth if we can’t enjoy the journey together?

    This role is ideal for individuals eager to expand and apply their comprehensive tax knowledge. You’ll have the opportunity to work hands-on with diverse tax matters, develop a deep understanding of corporate and personal tax processes, and enhance your overall financial expertise while engaging directly with real-world tax challenges, helping Members navigate complex issues and delivering valuable solutions that matter.

    If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today!

    Please Note : The internal job title for this position may differ from the title listed in this posting.

    We are an equal opportunity employer and are committed to building a diverse and inclusive workplace that reflects the communities we serve across Canada. We welcome applications from all qualified individuals, including but not limited to women, members of visible minorities, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, and others who may contribute to the diversification of our workforce.

    Accommodations are available on request during all stages of the recruitment and selection process, in accordance with applicable human rights and accessibility legislation across Canada. If you require any accommodations, please let us know and we will work with you to meet your needs.