125 finance associate jobs at 34 companies in Mount Vernon, WA
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Tax Associate
Everett, Washington, United States
$14-$18/hrOnsiteSeasonal, Full Time
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, customer service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent. Accounting or finance degree preferred.
CIBCToronto Stock Exchange: CM: Providing personal and business banking and wealth management services.
Requires a business, finance, accounting, or related diploma/degree and experience with financial statements, accounting principles, valuation techniques, and cash flow analysis.
White Cap: Distributes specialty construction supplies and safety products to professional contractors.
7+ YOE7+ years collections experience preferred, supervisory experience preferred, technical certification or associate degree may be required, familiarity with accounting principles, strong phone and research skills.
0+ YOEBachelor's in insurance/finance/risk/business or equivalent experience, analytical and communication skills, ability to use software for data analysis, and underwriting process knowledge.
British Columbia Investment Management Corporation: Manages investment portfolios for British Columbia public sector clients.
3+ YOEUndergraduate degree, 3+ years in infrastructure investing/investment banking/equity research, financial modelling and valuation skills, strong communication and judgment; CFA and MBA are assets.
Westerkirk Capital: Private family office managing investments for the Brydson family.
2+ YOEBachelor's degree, 2+ years experience in investment operations or related finance/accounting roles, strong quantitative and communication skills, knowledge of investment operations, compliance and reporting; asset designations: CPA/CFA/CAIA/CIPM/FRM/PRM/CCO.
Addepar, Bloomberg, FactSet, MS Office, Python, R, SQL, Excel VBA
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma or equivalent, customer service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Harborstone Credit Union: Member-owned financial cooperative providing personal and business banking services.
2+ YOEHigh school diploma, 2+ years financial institution experience, strong Microsoft Word/Excel/Outlook skills, attention to detail, customer service, and critical thinking.
Microsoft Word, Microsoft Excel, Outlook, Sageworks Loan Origination System, AffinityEdge
0.5+ YOEHigh school diploma/GED, 6 months financial institution and cash-handling experience, strong customer service and sales skills, ability to work branch hours and Saturdays.
Associate Director of Budget & Strategic Operations
Bothell, Washington, United States
$102k-$116k/yrHybridFull Time
University of Washington: Provides higher education and comprehensive academic healthcare services.
5+ YOEBachelor’s degree in finance, accounting, or related field plus five years of progressively responsible financial operations, planning, or administration experience; requires GAAP knowledge and complex decision-making experience.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor’s degree in a related field or equivalent experience; strong communication, presentation, networking, organizational, listening, and problem-solving skills; background check and assessments required.
Edward Jones: Provides personalized financial advice and wealth management services.
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
Edward Jones: Offers investment management and financial planning through local branches.
High school diploma required (BA preferred). Series 7 and Series 66 registrations required (may be obtained during study period). FINRA registrations and state insurance licenses required; strong problem solving and client-service skills.
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$135k-$165k/yrOnsiteFull Time
MNP: National accounting, tax, and business advisory firm.
5+ YOECFP credential; 5-10+ years of financial planning experience with high net worth clients; proficient in MS Office and planning software; strong communication, analytical, and multitasking skills.
Coast Capital Savings: Provides personal and business banking, mortgages, and investment services.
2+ YOE2+ years investments experience; IFIC/CSC and MFDA/IIROC licenses required; knowledge of industry software and quotation equipment; strong decision-making, communication, and organizational skills.
2+ YOETwo years of relevant registered investment advisor or broker-dealer experience preferred, with finance and investment market knowledge, critical thinking, attention to detail, multitasking, adaptability, and confidentiality.
ScotiaMcLeod Senior Financial Planning Associate - White Rock (257058)
White Rock, British Columbia, Canada
OnsiteFull Time
ScotiabankToronto Stock Exchange: BNS: Provides global personal, commercial, and investment banking services.
2+ YOECFP or IQFP (QC) or CPA preferred, ≥2 years experience, advanced financial planning software skills, client discovery and plan delivery experience, strong interpersonal and verbal communication.
National Bank of CanadaTSX: NA: Canadian financial institution providing comprehensive banking and investment solutions.
2+ YOECollege or university diploma, 2 years relevant banking/back-office or finance experience, CCVM and ERCI completed, strong Microsoft Office skills, client service and compliance knowledge.
BC Offices – CPA and Non-CPA Opportunities in IT Audit – Full-time – Fall 2027 Start
Vancouver or Victoria or Kelowna
$54k-$69k/yrHybridFull Time
KPMG: Global professional services firm providing audit, tax, and advisory.
Undergraduate degree in business, commerce, accounting, finance, information systems, technology management, computing science, or related field; CPA, CISA, or CIA pathway commitment; excellent academic record and Canadian work authorization.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
0.5+ YOE6+ months customer service or sales experience; SIE completed; FINRA licensing (Series 7/66) and state insurance licenses expected; must meet Loan Originator regulatory and background standards; US work authorization required.