Financial Planning Specialist
4 weeks ago
At Unicell Janitorial Supplies, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial management and be able to direct trust account investments, identify clients' financial goals and objectives, and manage balance sheets and profit/loss statements.
The successful candidate will also be responsible for planning, setting up and administering accounting systems, arranging training for staff, and preparing financial information for individuals, departments or companies. Additionally, they will develop financial plans for clients, recommend improvements to accounting systems and management practices, and develop and maintain cost findings, reporting and internal control procedures.
Key responsibilities include:
- Directing trust account investments
- Identifying clients' financial goals and objectives
- Managing balance sheets and profit/loss statements
- Planning, setting up and administering accounting systems
- Arranging training for staff
- Preparing financial information for individuals, departments or companies
- Developing financial plans for clients
- Recommending improvements to accounting systems and management practices
- Developing and maintaining cost findings, reporting and internal control procedures
- Examining accounting records
- Keeping financial records and establishing, maintaining and balancing various accounts using manual and computerized bookkeeping systems
- Overseeing payroll administration
This is a permanent position with a 40-hour workweek and English as the primary language of communication.
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Financial Planning Specialist
4 weeks ago
Chilliwack, Canada Unicell Janitorial Supplies Full timeFinancial Planning SpecialistAt Unicell Janitorial Supplies, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial management and be able to develop and implement financial plans for clients.Key Responsibilities:Direct trust account investmentsIdentify clients' financial...
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Financial Planning Specialist
4 weeks ago
Chilliwack, Canada Unicell Janitorial Supplies Full timeJob Title: Financial Planning SpecialistJob Summary: We are seeking a skilled Financial Planning Specialist to join our team at Unicell Janitorial Supplies. The successful candidate will be responsible for directing trust account investments, identifying clients' financial goals and objectives, and managing balance sheets and profit/loss statements.Key...
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Financial Planning Specialist
4 weeks ago
Chilliwack, Canada Unicell Janitorial Supplies Full timeJob Title: Financial Planning SpecialistJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Unicell Janitorial Supplies. The successful candidate will be responsible for directing trust account investments, identifying clients' financial goals and objectives, and managing balance sheets and profit/loss...
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Financial Planning Specialist
4 weeks ago
Chilliwack, Canada Unicell Janitorial Supplies Full timeAt Unicell Janitorial Supplies, we are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for managing our financial operations, including direct trust account investments, identifying clients' financial goals and objectives, and preparing financial information for individuals, departments or...
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Financial Planning Specialist
1 week ago
Chilliwack, Canada Unicell Janitorial Supplies Full timeOverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Unicell Janitorial Supplies. This is a permanent position, working 40 hours per week with English as the primary language.Salary InformationThe estimated annual salary for this role is approximately $65,000 - $75,000 based on industry standards and qualifications.Job...
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Wealth Planning Specialist
5 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Wealth Planning Specialist to join our team in our Chilliwack Envision Financial region. The Wealth Planning Specialist (WPS) provides professional and comprehensive financial planning advice to high value members within assigned credit union branches. This role completes a review of the member’s investment portfolio and...
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Financial Accounting Specialist
7 days ago
Chilliwack, Canada NORTHSITE CONTRACTING INC. Full timeJob Title: Financial Accounting SpecialistJob Type: Full-timeAbout Northsite Contracting Inc.We are a leading construction company based in [Location]. We pride ourselves on delivering high-quality projects while maintaining the highest standards of safety and environmental sustainability. Our team is passionate about building long-lasting relationships with...
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Financial Records Specialist
2 weeks ago
Chilliwack, Canada NORTHSITE CONTRACTING INC. Full timeWe are seeking a highly organized and detail-oriented Financial Records Specialist to join our team at NORTHSITE CONTRACTING INC. This is a permanent position working 40 hours per week with a salary of $60,000 per year.About the RoleThe successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll, and...
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Financial Management Specialist
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Chilliwack, Canada FIC Immigration Full timeAbout the JobWe are seeking a highly skilled Financial Management Specialist to join our team at FIC Immigration. As a key member of our accounting department, you will be responsible for managing financial records and preparing cheques for payroll.
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Investment Advisor
4 weeks ago
Chilliwack, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential as a Financial Planning Expert with RBCAs a Financial Planning Expert at RBC, you will help your clients achieve their financial goals while building a successful career. You will have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with customized...
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Accounting and Financial Services Specialist
7 days ago
Chilliwack, Canada A &W Lickman Road Full timeJob DescriptionWe are seeking an experienced Accounting and Financial Services Specialist to join our team at A &W Lickman Road. This is a permanent, full-time position that offers a competitive salary of $45,000 - $60,000 per year, depending on experience.The successful candidate will have strong bookkeeping skills and experience with manual and...
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Financial Data Specialist
4 weeks ago
Chilliwack, Canada RITZ CABINETS LTD Full timeJob DescriptionRITZ CABINETS LTD is seeking a highly skilled Financial Data Specialist to join our team. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and calculating fixed assets and depreciation.Key ResponsibilitiesFinancial Record Keeping:...
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Financial Operations Specialist
2 weeks ago
Chilliwack, Canada J & G Fleet Services Ltd Full timeJob DescriptionWe are seeking a skilled Financial Operations Specialist to join our team at J & G Fleet Services Ltd.This role is responsible for calculating and preparing cheques for payroll, maintaining general ledgers and financial statements, and posting journal entries.RequirementsTo be successful in this position, you will need:1 year to less than 2...
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Financial Advisor
5 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team at our Chilliwack City Envision Financial branch. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides...
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Financial Advisor
3 weeks ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...
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Financial Advisor
6 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time**Position Description** The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position...
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Financial Clerk
4 weeks ago
Chilliwack, Canada GOODIES TRADING LTD Full timeJob SummaryWe are seeking a detail-oriented and organized Bookkeeping Specialist to join our team at GOODIES TRADING LTD. The successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll, and reconciling accounts.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and up-to-date financial...
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Financial Records Specialist
7 days ago
Chilliwack, Canada Growing Steps Children Centre Inc. Full timeJob DescriptionWe are seeking a skilled Financial Records Specialist to join our team at Growing Steps Children Centre Inc. in a permanent, full-time position.About the RoleThis is an excellent opportunity for a motivated individual to contribute to the financial management of our organization.Key Responsibilities:Financial Record-Keeping: Maintain accurate...
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Event Planning Specialist
7 days ago
Chilliwack, Canada The Royal Hotel Chilliwack Full timeJob Title:Event Planning Specialist - Conference and Meeting ServicesAbout the Role:We are seeking an experienced Event Planning Specialist to join our team at The Royal Hotel Chilliwack. As a key member of our events team, you will be responsible for planning and executing conferences, meetings, and special events.Key Responsibilities:Promote conference and...
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Administrative Assistant
5 months ago
Chilliwack, Canada NextLevel Financial Full time**Job Summary** We are an independent Financial Planning Firm; in Chilliwack since 1994. Our main focus is overall Financial Planning and service to clients. Our clients use the following products and services: - Financial Planning - Tax planning - Mutual Funds - ETFs - Exempt Market Products - Insurance - Mortgages - Personal Tax Preparation **We are...