Executive Opportunities through Farber

Take the next step with Farber Executive Search

People are not commodities and relationships matter - Farber's Interim Management & Executive Search practice is dedicated to providing insights to candidates on career transition, hiring trends, interview preparation, employer expectations, and successful on-boarding into new roles.

Interim Management and Executive Roles

Below you will find our current job opportunities listed by position available across Canada. If you would like to refine your search use the "Job Search" box below to specify search criteria.

Investment Analyst

Location: Toronto, ON, Canada
Date Posted: 02-28-2018
Are you an experienced tax professional with a CPA/CA with tax planning or investment advisory or wealth management experience interested in transitioning to a leading investment advisory firm? Do you enjoy working in a collaborative team environment, and are looking to build your career in Wealth Management? If so, please read on, this is a newly created exciting opportunity.

Our client, a growing wealth management firm located downtown Toronto, is looking to hire an Analyst into a newly created role. You will be responsible for client relationships, tax planning, and other advisory work for high net worth clients. You will bring your curious and analytical mindset and competencies to this role, to enhance the firm’s overall knowledge on tax related topics relating to wealth creation and preservation. Prepare comprehensive, well written reports to meet client’s individual needs. You will have direct exposure to clients and will work alongside some of the top mentors and investment professionals in Canada. Your growth and learning of investment products and strategies will grow exponentially. This is a long-term career opportunity for an ambitious, passionate professional. 

 In order to be considered for this role, you will possess the following:
  • CPA/CA, with relevant experience
  • 3+ years experience post designation
  • Personal tax planning, estate planning, or high net worth wealth management/tax experience required
  • Currently in a CPA firm or recently moved to industry in a tax or investment advisory role
  • Excellent interpersonal skills, ideally with client relationship management experience
  • Collaborative, team player, roll-up your sleeves attitude
Please apply ASAP and in confidence to be considered. Competitive compensation package on offer, structure aligned with the investment industry.
this job portal is powered by CATS