Financial Planning Specialist
4 weeks ago
At 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 companies.
The ideal candidate will have a strong background in accounting and finance, with experience in managing balance sheets and profit/loss statements. They will also be responsible for planning, setting up and administering accounting systems, arranging training for staff, and recommending improvements to accounting systems and management practices.
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.
Key Responsibilities:
- Direct trust account investments
- Identify clients' financial goals and objectives
- Manage balance sheets and profit/loss statements
- Plan, set up and administer accounting systems
- Arrange training for staff
- Prepare financial information for individuals, departments or companies
- Develop financial plans for clients
- Recommend improvements to accounting systems and management practices
Requirements:
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- 1 year to less than 2 years of experience
- Permanent employment
- English as the primary language of work
- 40 hours per week
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