Financial Planning Specialist

4 weeks ago


Markham, Ontario, Canada Tomato Pay Inc. Full time
Financial Planning Specialist

Tomato Pay Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial planning department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.

Key Responsibilities:
  • Evaluate financial risk and develop risk management plans
  • Use portfolio management software to analyze and optimize investment portfolios
  • Collect and analyze financial and investment information about companies, stocks, bonds, and other investments
  • Prepare company, industry, and economic outlooks, analytical reports, briefings notes, and correspondence
  • Assist in preparing operating and investment budgets, and plan short- and long-term cash flows
Requirements:
  • Bachelor's degree in Business Administration, Finance, or related field
  • 1-2 years of experience in financial planning and analysis
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
What We Offer:
  • Dental plan
  • Permanent employment
  • 35-40 hours per week
  • English language


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