ABOUT US:

Lifewealth is a boutique advisory firm built around one mission: helping entrepreneurial families grow, protect, and transition their wealth. Through our two divisions - Lifewealth Inc. (investment management) and Lifewealth Corp. (tax and compliance) - we deliver comprehensive guidance spanning portfolio management, corporate structure, succession planning, and personal finances.
We are trusted advisors to a select group of business-owning families, many in the medical field. Our integrated approach ensures their businesses and personal affairs work in harmony. As we prepare for the retirement of a valued partner, we’re looking for an experienced professional to step into a multifaceted role supporting our team and clients.

QUALIFICATIONS:

• Post Secondary Degree or CPA designation preferred
• Strong background in bookkeeping, accounting and tax, ideally with experience supporting small businesses
• Familiarity with payroll processing and compliance (QuickBooks experience an asset)
• Knowledge of personal and corporate tax preparation (T1, T2,T3) (experience with TaxCycle preferred)
• Interest or experience in investments, financial planning, or progressing toward a CFP , CIM or CSC designation
• Excellent communication and interpersonal skills; comfortable liaising with business owners and professionals
• Ability to work independently, prioritize competing tasks, and see projects through to completion
• A collaborative mindset and willingness to adapt to evolving client needs
• A patient, professional demeanor and a commitment to high-quality work