Financial Planning Specialist

2 days ago


Toronto, Ontario, Canada DoMy Laundry Inc. Full time

We are seeking a highly skilled Financial Planning Specialist to join our team at DoMy Laundry Inc.

About the Role

This is a permanent position that requires 40 to 44 hours of work per week. The successful candidate will have a Bachelor's degree or equivalent experience and a strong understanding of financial planning principles.

The ideal candidate will have 3 years to less than 5 years of experience in a similar role and be proficient in financial technology. They will also have excellent communication and analytical skills and be able to work well under pressure.

The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and developing financial plans for clients.

The successful candidate will have a strong attention to detail and be able to provide financial, business and tax advice to clients.

We offer a competitive salary and a range of benefits, including free parking available and gasoline paid. If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please apply today.



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