Overview

The successful candidate is responsible for the management of a family’s investments – including preparation of monthly financial reports and investment portfolios, processing and paying bills and tax filings. Assistance with personal and business matters may also be needed.

Responsibilities

- Preparation of daily financial summary report, monthly financial statement, other reporting and investment portfolios;
- Ensure all CRA filings completed and filed;
- Bank and Investment account reconciliations;
- Payment of payroll and bills (personal and corporate) on a weekly basis;
- Prepare annual working papers for external accountant as necessary;
- Vendor and internal customer correspondence; and
- Assist with various projects as needed.

Requirements

- Proven experience in accounting or financial services with a strong understanding of personal finance principles;
- Demonstrated proficiency in cash management, budgeting, and investment planning;
- Strong research skills to stay updated on market trends, regulations, and new financial products;
- Excellent math skills for analyzing data, calculating risks, and developing accurate financial models;




- Ability to communicate complex concepts clearly and effectively;
- Possess excellent organizational and multitasking skills;
- Bachelor’s degree in finance, accounting, economics or related field; advanced certifications such as CFP (Certified Financial Planner) are a plus;
- Ability to exercise a high level of professionalism and discretion with confidential information; and
- Familiarity with financial software tools and platforms used for planning and analysis.

Ability to commute/relocate:

- Hamilton, ON: reliably commute or plan to relocate before starting work (required)
- Burlington, ON: occasional meetings

This role is designed for motivated professionals eager to deliver impactful advice while advancing their expertise in the vibrant world of personal finance management.

If you are interested in this position, please apply online.

Pay: $120,000.00-$125,000.00 per year

Benefits:

- Casual dress
- Adaptable schedule
- Paid time off
- Work from home

Education:

- Bachelor's Degree (preferred)

Experience:

- Accounting: 5 years (preferred)

Work Location: Hybrid remote in Hamilton, ON (Hamilton District)

📌 Personal Finance Manager (Canada)
🏢 Important Business
📍 Canada