Financial Analysts – Multiple Locations

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.  

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! 

We are currently recruiting Financial Analysts in our Saint John, Moncton, Halifax, and Toronto offices, to join our growing team.  In this role you will work with Wealth Management Advisors to create complex financial solutions for clients giving you an opportunity to display your complex analytical, tax, planning and problem-solving skills in a well respected and innovative wealth management firm. Reporting to the Director of Tax & Estate Planning, the selected individuals will be provided with strong mentorship and long-term opportunities to grow their career in the wealth management industry. 

Key Responsibilities: 

• Prepare complex and customized financial plans for clients including Income Plans, Estate Plans and Savings Plans 
• Summarize legal documents, such as wills, family trusts, and shareholder agreements; present them to clients and help them understand  
• Research complex issues related to taxation, estate planning, financial planning and investment products, such as managed funds, stocks etc. 
• Create Excel spreadsheets and tools with Macros and manage our Excel tools by updating them for tax changes 
• Lead financial statement analysis and read personal, corporate and trust tax returns 

• Assist in data analysis and participate in case discussions 
• Serve as a technical resource and SME for advisors, associates and administrative staff 
• Able to add value by actively participating in meetings, taking file notes, and completing tasks resulting from meetings without delay 
• Expand your tasks and level of responsibility based on experience and skill level 

Qualifications 

• University degree or diploma in accounting, finance, or similar field; combination of education and relevant work experience may be considered 
• Pursuing or interest in pursuing CPA, CFA and or CFP designations 
• Experience conducting, and genuine interest in, taxation, estate and financial planning and analysis 
• Strong proficiency in Excel and Word  
• Exceptional communication skills, verbal and written 

• Exceptional planning, organizational and time management skills 
• Previous experience in handling confidential or sensitive information with integrity 
• High attention to detail and accuracy 
• Understands and recognizes priorities, deadlines and has a sense of urgency 
• Desire to grow and expand capabilities and responsibilities 

• A self-starter and ability to work well independently and with others 
• 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 

Benefits of working with OMG 

• Competitive compensation and comprehensive benefits program 
• Leading edge technology with proprietary tools and technologies available 
• Positive culture where team members are valued and respected 
• Support of ongoing professional development throughout career 
• Collaborative team environment 

• Commitment to and supportive of community involvement 
• Work life balance 

To apply for this opportunity, please send your resume to .
Application deadline to apply by:  Monday, January 16, 2023.