Financial Planning Specialist

2 weeks ago


Toronto, Ontario, Canada 45 ST. CLAIR AVENUE WEST INC. Full time

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at 45 ST. CLAIR AVENUE WEST INC.

About the Role

The successful candidate will be responsible for providing financial planning and advisory services to clients, including identifying financial goals and objectives, planning and administering accounting systems, and analyzing financial records.

Key Responsibilities
  • Identify clients' financial goals and objectives
  • Plan, set up and administer accounting systems
  • Analyze clients' financial records
  • Ensure accuracy and compliance to accounting standards, procedures and internal control
  • Prepare financial information for individuals, departments or companies
  • Develop financial plans for clients
  • Prepare reports and audit findings
Requirements
  • Bachelor's degree or equivalent experience
  • 1 year to less than 2 years of experience in accounting or finance
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
Benefits
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
Compensation

The estimated salary for this role is between $60,000 to $80,000 per year, depending on experience.



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