Financial Planning Specialist

4 weeks ago


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

At Cheng-Chung Yu Professional Corporation, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in accounting and financial services, with the ability to maintain accurate financial records and prepare financial reports.

The successful candidate will be responsible for:

  • Maintaining and balancing various accounts using manual and computerized bookkeeping systems
  • Preparing financial reports and statements
  • Providing financial and business advice to clients
  • Reviewing and examining financial services and institutions to ensure compliance with governing legislation and regulation

The successful candidate will have:

  • A Bachelor's degree or equivalent experience
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Proficiency in accounting software and Microsoft Office

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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