Financial planning and analysis Jobs in Fredericton, NB
Last updated: 1 day ago
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
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 30+ days ago)
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner to...Show moreLast updated: 30+ days ago
The client is seeking the services of a Senior Project Manager level 3 with management consulting competencies to lead the modernization of EMRs across the RHA's community care settings province-w...Show moreLast updated: 30+ days ago
For over 30 years, Remsoft has been providing optimization technology that empowers organizations to maximize the performance and value of their assets.
Through advanced analytics, modeling, and spa...Show moreLast updated: 16 days ago
The Department of Psychology at the University of New Brunswick in Fredericton invites applications for a.The position is for an individual with expertise in applied behaviour analysis.The appointm...Show moreLast updated: 30+ days ago
Life Underwriter (Senior or Intermediate).FLMI / ALU Designation highly desirable .Scope Statement for the Underwriter is to maintains Company profitability through favourable mortality by reviewin...Show moreLast updated: 30+ days ago
As a member of the Teledyne Geospatial Finance Team, the Accountant is responsible to maintain accurate financial records and maintain financial processes in accordance with Company policies and pr...Show moreLast updated: 30+ days ago
Toronto, ON; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kitchener, ON; Moncton, NB; Ottawa, ON.
Regina, SK; Saint John, NB; Saskatoon, SK; St.At Deloitte, we are drive...Show moreLast updated: 30+ days ago
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
Adecco in partnership with our client is currently hiring a full-time passionate and results-driven.In this role, you will be responsible for fostering a positive workplace culture, driving sales g...Show moreLast updated: 14 days ago
Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.
We are more than 36,000 people, in over 70 countries, dedic...Show moreLast updated: 1 day ago
Project Coordination & Administration.Provide coordination support to Project Managers for the overall life-cycle of engineering design and construction projects, including but not limited to : the ...Show moreLast updated: 30+ days ago
Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail.
Prepare written reports (based on d...Show moreLast updated: 30+ days ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their futures - where they can be themselves, and win tog...Show moreLast updated: 30+ days ago
Manager-Tax & Estate Planning
Meridia Recruitment SolutionsNew BrunswickCA$500,000.00 yearly
Financial Services Representative
CIBCFredericton, NBCA$25.85 hourly
Financial Planner - Fredericton
The Toronto-Dominion Bank (Canada)Fredericton, New BrunswickFull-time
- Promoted
Principal, Actuarial Consulting
LifeWorksFredericton, York County, Canada TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future ...Show moreLast updated: 2 days ago
Sales Manager
BrandtHanwell, CA Brandt is currently seeking a Sales Manager for our Fredericton Construction & Forestry location.The Sales Manager will be responsible for achieving sales growth and profitability of the wholeg...Show moreLast updated: 30+ days ago
- Promoted
Senior Project Manager
Randstad CanadaFredericton, New Brunswick, CATemporary
Quick Apply
Controller
RemsoftFredericton, NB, CAPermanent
Department of Psychology : Term Assistant Teaching Professor in Applied Behaviour Analysis
University of New BrunswickFrederictonCA$47.64 hourly
Senior Life Underwriter - 7848
DGA CareersFredericton, New BrunswickCA$500,000.00 yearly
Accountant
Teledyne Digital Imaging, Inc.NB,Fredericton,CanadaCA$85,000.00 yearly
Full-time
Vendor Services Financial Manager, Deloitte Global Technology
DeloitteFredericton, NBCA$85,000.00–CA$156,000.00 yearly
Controller
N. Harris Computer Corporation - CAD.,New Brunswick,RemoteCA$85,000.00–CA$100,000.00 yearly
Remote
Full-time
General Manager - Restaurant
Adecco CanadaFredericton, New Brunswick, CanadaQuick Apply
- Promoted
Executive Director, Atlantic Canada Fish Farmers Association
The World Aquaculture SocietyNB, Canada Executive Director, Atlantic Canada Fish Farmers Association.New Brunswick, Canada Full Time.Reporting to the Board of Directors, the Executive Director will represent the finfish aquaculture indus...Show moreLast updated: 19 days ago
- Promoted
Business Unit Director (BUD) – Mobility Advisory (Transportation Planning) Division
ArcadisFredericton, York County, CanadaCA$200,000.00–CA$280,000.00 yearly
Full-time
Project Coordinator (Civil Engineering)
Dillon ConsultingFredericton, NB, CACA$90,000.00–CA$115,000.00 yearly
Tax & Estate Planning Accountant
IG Wealth ManagementNew Brunswick, CanadaCA$50,000.00–CA$100,000.00 yearly
Financial Advisor Nashwaaksis
ScotiabankFredericton, NBCA$49,000.00–CA$66,900.00 yearly
Senior Accountant
Bird StairsFredericton, NB, CA Permanent Full Time - January 2025.Bird Stairs – Fredericton NB.Bird Stairs is seeking a conscientious and motivated candidate to fill the role of Senior Accountant.The successful candida...Show moreLast updated: 30+ days ago
Manager-Tax & Estate Planning
Meridia Recruitment SolutionsNew Brunswick30+ days ago
Salary
CA$500,000.00 yearly
Job descriptionUniversity 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!