Financial Planning Specialist

4 weeks ago


Chilliwack, Canada Unicell Janitorial Supplies Full time

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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