Financial Planning and Accounting Professional

1 month ago


Markham, Ontario, Canada ASHISH PATEL PROFESSIONAL CORPORATION Full time
  • At ASHISH PATEL PROFESSIONAL CORPORATION, we are seeking a highly skilled Financial Planning and Accounting Professional to join our team.
  • The ideal candidate will have a strong background in accounting and financial planning, with the ability to analyze complex financial data and develop strategic plans to drive business growth.
  • Key Responsibilities:
    • Identify clients' financial goals and objectives and develop tailored financial plans to achieve them.
    • Manage balance sheets and profit/loss statements to ensure accuracy and compliance with accounting standards.
    • Plan, set up, and administer accounting systems to optimize financial performance.
    • Supervise staff and provide training to ensure they have the necessary skills to meet the demands of the role.
    • Analyze clients' financial records to identify areas for improvement and provide recommendations to enhance financial performance.
  • Requirements:
    • Canadian Securities Course (CSC) certification.
    • Chartered Accountants (CA) designation.
    • Canadian Institute of Financial Planning Course.
    • 5 years or more of experience in financial planning and accounting.
  • Benefits:
    • Paid time off (volunteering or personal days).
    • Durée de l'emploi: Permanent.
    • Langue de travail: Anglais.
    • Heures de travail: 64 hours bi-weekly.


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