Financial Planning and Advisory Professional

5 days ago


Brampton, Ontario, Canada RJM Tax & Accounting Services Inc. Full time

RJM Tax & Accounting Services Inc. is seeking a highly skilled Financial Planning and Advisory Professional to join our team.

Job Summary

We are looking for a talented professional to provide financial planning and advisory services to our clients. The ideal candidate will have a strong understanding of accounting principles and be able to analyze complex financial data.

About the Role

This is a permanent full-time position working 35 hours per week with an estimated salary range of $60,000 to $80,000 per year, depending on experience.

The successful candidate will have a Bachelor's degree in a relevant field and at least one year of experience in a related role. They will also possess excellent communication and problem-solving skills.

Key Responsibilities
  • Identify Clients' Financial Goals and Objectives: Meet with clients to understand their financial needs and goals, providing expert advice to help them achieve their objectives.
  • Analyze Financial Records: Review and analyze complex financial data to identify areas for improvement and provide recommendations for financial planning.
  • Prepare Financial Statements and Reports: Prepare accurate and comprehensive financial statements and reports for clients, ensuring compliance with all regulatory requirements.
  • Develop Financial Plans: Create personalized financial plans for clients, taking into account their unique financial circumstances and goals.
Requirements
  • Bachelor's Degree: A Bachelor's degree in a relevant field such as accounting or finance.
  • Experience: At least one year of experience in a related role, preferably in a financial planning or advisory capacity.
  • Language: English is the primary language used in this role, with some flexibility to communicate in other languages if required.

We offer a competitive salary package, including a base salary of $65,000 to $75,000 per year, plus benefits and opportunities for professional development.

If you are a motivated and detail-oriented individual with a passion for financial planning and advisory services, we encourage you to apply for this exciting opportunity.



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