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.
The Opportunity:
This is a unique opportunity for a self-starter who enjoys wearing many hats and building lasting relationships. You’ll play a vital role in delivering an exceptional experience to our client families, supporting both our investment and tax teams, and ensuring operations run smoothly behind the scenes.
Key Responsibilities:
Tax & Accounting Support
- Prepare year-end corporate tax T2 files, assist with tax preparation, and complete personal tax (T1) files.
- Support bookkeeping, perform oversight and analysis, and assist with QuickBooks
- Prepare quarterly net worth statements and connect with clients regarding updates
Client Service & Office Coordination
- Contribute wherever needed to help the team serve clients effectively
- Take initiative to identify gaps and propose solutions
- Support the partners so they can focus on business development and high-level advisory work
- Serve as a point of contact for client questions, building strong, trust-based relationships
Investment Operations
- Prepare paperwork and assist with account openings for investment clients
- Perform data entry, compliance checks, and administrative support for the investment team
- Maintain accurate records and documentation in accordance with regulatory requirements
Client Payroll & Compliance
- Process payroll for client businesses accurately and on schedule
- Answer payroll-related questions and liaise with client managers and employees
- Maintain up-to-date payroll records and ensure compliance with all relevant regulations
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
Why Join Us?:
- At Lifewealth, we prioritize flexibility, trust, and effectiveness. We don’t micromanage your time - we trust you to get the work done and step away when you need to recharge.
- 4 day work week (Mon-Thurs/30hrs per week)
- Flexible hours to accommodate appointments, family needs, or personal obligations
- Health & Wellness Spending Account ($2,000/year to use however you choose)
- Flexible time off policy—take the time you need as long as client needs are met
- Supportive, tight-knit team culture
- Parking Included
Compensation:
$80k-$95k depending on experience
Commitment to Equity, Diversity & Inclusion
Lifewealth is an equal opportunity employer. We are committed to building a team that reflects the diverse communities we serve and to creating an inclusive environment for all employees. We encourage applications from candidates of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the LGBTQ2S+ community
Job Types: Full-time, Permanent
Pay: $80,000.00-$95,000.00 per year
Benefits:
- Dental care
- Extended health care
- Paid time off
Experience:
- corporate tax: 1 year (preferred)
- full cycle accounting: 3 years (preferred)
Licence/Certification:
- Chartered Professional Accountant (preferred)
- CFP (preferred)
Work Location: In person
