Financial Solutions Napanee Inc.

Financial Solutions Napanee Inc. We offer a wide range of Financial Products to help you realize your goals - both long term and short.

• Mutual funds, are offered through Investia Financial Services Inc.

02/13/2026
Sorry for any inconvenience!We will be back in the office Monday at 930am
01/15/2026

Sorry for any inconvenience!
We will be back in the office Monday at 930am

12/29/2025

Send a message to learn more

Due to the continuing weather conditions we are extending our Christmas Break by one more day.  See everyone tomorrow mo...
12/29/2025

Due to the continuing weather conditions we are extending our Christmas Break by one more day. See everyone tomorrow morning! Stay safe!

12/15/2025

📣 We’re Hiring: Seasonal Personal Tax Preparer (Part-Time)

📍 Napanee, ON | 💼 Part-time, Seasonal | 💰 $20–$26/hr
Company: Financial Solutions Napanee (FSN)

Do you have experience preparing personal tax returns and want a part-time seasonal role with a friendly local team?

FSN is looking for a Seasonal Personal Tax Preparer & Client Support team member to help us through tax season. If you enjoy organizing information, working with numbers, and helping people feel confident about their taxes, we’d love to hear from you.

🛠 What You’ll Do
• Prepare and file T1 personal tax returns using Cantax (or similar)

• Review client documents and follow up on missing info

• Help respond to CRA review letters and requests

• Keep client files organized and up to date

🙌 Who You Are
• You’ve worked at least 2 tax seasons preparing personal returns

• Comfortable with Canadian tax rules and tax software

• Detail-oriented, organized, and calm under deadlines

• Friendly and professional with clients and teammates

🌟 Why FSN?
• Part-time seasonal hours in a supportive, small-office environment

• Local, relationship-focused firm that values people and clear communication

• Potential to be invited back for future tax seasons

✉️ How to Apply
Send your resume and a brief cover letter telling us about your tax experience and why you’re a fit for FSN.

📧 Email: [email protected]
📅 Apply: Position open until filled (early applications encouraged)

Send a message to learn more

Due to the inclement weather today, we are staying safe and staying home.  We will be back tomorrow morning at 9:30.  Dr...
12/10/2025

Due to the inclement weather today, we are staying safe and staying home. We will be back tomorrow morning at 9:30. Drive safely if you must be out.

🎄 Our Christmas & New Year's Eve Hours! 🎄
12/09/2025

🎄 Our Christmas & New Year's Eve Hours! 🎄

Please note that we will be Closed Monday October 13th for Thanksgiving.We will reopen Tuesday October 14th at 9:30am fo...
10/09/2025

Please note that we will be Closed Monday October 13th for Thanksgiving.
We will reopen Tuesday October 14th at 9:30am for Regular Hours!

Happy Thanksgiving.

*Attention* Tuesday September 30thWe will be Closed to observe National Day for Truth and Reconciliation. We are sorry f...
09/29/2025

*Attention*
Tuesday September 30th
We will be Closed to observe National Day for Truth and Reconciliation. We are sorry for any inconvenience this may cause. We will reopen for regular hours Wednesday October 1st at 9:30am.

📣 We're Hiring: Client Service & Admin Coordinator (1-Year Mat Leave)Location: Napanee, ON | Schedule: 28 hrs/week | Pay...
08/06/2025

📣 We're Hiring: Client Service & Admin Coordinator (1-Year Mat Leave)

Location: Napanee, ON | Schedule: 28 hrs/week | Pay: $20–$26/hr

Company: Financial Solutions Napanee (FSN)

At FSN, we help clients navigate the world of insurance, investments, and tax with clarity and confidence. We’re seeking a detail-loving, friendly, task-oriented pro to join our team for a 1-year maternity leave contract (with potential for something more).
This role is a mix of client service, administration, and back-office support — ideal for someone who loves checking things off, being part of a small and growing team, and working where details and follow-up matter.

🛠️ What You’ll Do
Assist with insurance paperwork (applications, updates, estate settlements, etc.)
Double-check personal tax returns using Cantax
Coordinate tax audits and CRA document reviews
Follow up with clients, insurance companies, MGAs, and investment firms
Keep files, data, and client records organized and up to date
Support general office admin: bill payments, emails, calendar, spreadsheets

🙌 Who You Are
2–3 years of office experience (insurance, financial, or accounting setting = major bonus)
Strong computer skills – Excel, Word, email systems, tax & CRM software
Meticulously organized, self-directed, and great with timelines
Friendly and professional – you're confident talking to clients and partners
Able to keep many tasks moving without letting anything drop

🌟 Why FSN?
28 hrs/week: Monday–Thursday, 9:30am–4:30pm
$20–$26/hr based on experience
Benefits after 3 months
2 weeks vacation + paid stat and non-stat holidays
A team that values work-life balance, clear communication, and doing great work with good people

✉️ How to Apply
Please send your resume and a cover letter that tells us:
Why you’re excited about this role
What makes you uniquely you and a great fit for FSN
Email to: [email protected]
Apply by: August 20th, 2025

Please note that we will be Closed this upcoming Monday, August 4th! Enjoy your long weekend. We will reopen Tuesday Aug...
07/31/2025

Please note that we will be Closed this upcoming Monday, August 4th! Enjoy your long weekend. We will reopen Tuesday August 5th for regular hours.

Please call the office and leave a message at 613-354-2197 should you require any assistance. We will return your call on Tuesday :)

Address

9-113 Richmond Boulevard
Napanee, ON
K7R3Z8

Opening Hours

Monday 9:30am - 4:30am
Tuesday 9:30am - 4:30am
Wednesday 9:30am - 4:30am
Thursday 9:30am - 4:30am

Website

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