Senior Financial Planning Manager

6 days ago


Richmond Hill, Ontario, Canada SRCO Professional Corporation Full time
Company Overview

We are SRCO Professional Corporation, a leading financial services company dedicated to providing expert advice and solutions to our clients. Our team is passionate about delivering exceptional results and building long-term relationships.

Job Description

As a Senior Financial Planning Manager at SRCO Professional Corporation, you will play a critical role in helping our clients achieve their financial goals. Your expertise in financial planning, accounting, and analysis will be essential in developing and implementing effective financial strategies for our clients.

Required Skills and Qualifications

To succeed in this role, you must have:

  • A Bachelor's degree in Accounting or a related field;
  • At least 1 year of experience in financial planning, accounting, or a related field;
  • Strong analytical and problem-solving skills;
  • Excellent communication and interpersonal skills;
  • Ability to work in a fast-paced environment with tight deadlines;
  • Proficiency in accounting software such as Viewpoint, Simply Accounting, Quick Books, and MS Excel.
Benefits

We offer a competitive salary of $70,000 per year, plus bonuses and commissions. You will also enjoy benefits such as dental plan, health care plan, vision care benefits, and free parking available.

Salary

The estimated annual salary for this position is $70,000.



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