Financial Planning Specialist

3 weeks ago


Markham, Ontario, Canada Cheng-Chung Yu Professional Corporation Full time

Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Cheng-Chung Yu Professional Corporation. The successful candidate will be responsible for maintaining accurate financial records, preparing financial reports, and providing financial advice to clients.

Key Responsibilities:

  • Maintain and balance various accounts using manual and computerized bookkeeping systems
  • Prepare financial reports, including balance sheets and income statements
  • Provide financial advice to clients on budgeting, investments, and tax planning
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation

Requirements:

  • Bachelor's degree in Accounting or related field
  • 2 years of experience in financial planning and analysis
  • Proficiency in accounting software, including QuickBooks and Excel

What We Offer:

  • A competitive salary and benefits package
  • The opportunity to work with a dynamic and growing company
  • Professional development and training opportunities


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