Financial Planning and Accounting Professional
1 month ago
- 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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