Financial Planning Specialist

1 week ago

Toronto, Ontario, Canada DoMy Laundry Inc. Full time
Job Title: Financial Planning Specialist

DoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.

Key Responsibilities:
  • Identify clients' financial goals and objectives
  • Manage balance sheets and profit/loss statements
  • Train staff
  • Analyze clients' financial records
  • Ensure accuracy and compliance to accounting standards, procedures and internal control
  • Prepare financial information for individuals, departments or companies
  • Develop financial plans for clients
  • Prepare reports and audit findings
  • Prepare financial statements and reports
  • Arrange for sale of financial products and investments
  • Prepare income tax returns from accounting records
  • Analyze financial documents and reports
  • Examine accounting records
  • Provide financial, business and tax advice
  • Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
Requirements:
  • 3 years to less than 5 years of experience in a related field
  • Bachelor's degree in a related field
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
What We Offer:
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

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