Financial Planning Specialist

4 weeks ago

Toronto, Ontario, Canada DoMy Laundry Inc. Full time
Job Title: Financial Planning Specialist

DoMy 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' financial goals and objectives
  • Manage balance sheets and profit/loss statements
  • Train staff
  • 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
  • Prepare financial statements and reports
  • Arrange for sale of financial products and investments
  • Prepare income tax returns from accounting records
  • Analyze financial documents and reports
  • Examine accounting records
  • Provide financial, business and tax advice
  • Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
Requirements:
  • 3 years to less than 5 years of experience in a related field
  • Bachelor's degree in a related field
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
Work Environment:

DoMy Laundry Inc. is a dynamic and fast-paced environment that requires strong organizational and time management skills. As a Financial Planning Specialist, you will be working in an auditing firm or department, and will be responsible for ensuring accuracy and compliance to accounting standards, procedures and internal control.

What We Offer:
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Support for newcomers and refugees, including language training and skills training
  • Support for Indigenous people, including mentorship and coaching opportunities
  • Support for mature workers, including awareness training and workspace accommodations
  • Support for visible minorities, including diversity and cross-cultural training

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