Financial Planning Specialist
2 days ago
We are seeking a highly skilled Financial Planning Specialist to join our team at DoMy Laundry Inc.
About the RoleThis 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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Financial Planning Specialist
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Toronto, Ontario, Canada DoMy Laundry Inc. Full timeJob Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada DoMy Laundry Inc. Full timeJob Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...
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Financial Planning Specialist
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Toronto, Ontario, Canada LRC INC. Full timeFinancial Planning SpecialistLRC INC. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...
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Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada LRC INC. Full timeFinancial Planning SpecialistLRC INC. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial team, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...
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Toronto, Ontario, Canada Event Media Design Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Event Media Design. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks,...
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Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada DoMy Laundry Inc. Full timeJob Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...
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Financial Planning Specialist
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada LRC INC. Full timeLRC INC. is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial analysis and planning, with the ability to evaluate financial risk and provide investment advice to clients.The successful candidate will have a Bachelor's degree and at least 2 years of experience in a similar...
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada CKM PROFESSIONAL CORPORATION Full timeJob Title: Financial Planning SpecialistJob Summary: We are seeking a detail-oriented Financial Planning Specialist to join our team at CKM Professional Corporation. The successful candidate will be responsible for evaluating financial risk, assisting in preparing operating and investment budgets, and planning short- and long-term cash...
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Event Media Design Full timeFinancial Planning SpecialistAt Event Media Design, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance 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...
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Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada Event Media Design Full timeAt Event Media Design, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to evaluate financial risk, use portfolio management software, and collect financial and investment information about companies, stocks, bonds, and other investments.The Financial Planning...