Financial Planning and Advisory Professional
5 days ago
RJM Tax & Accounting Services Inc. is seeking a highly skilled Financial Planning and Advisory Professional to join our team.
Job SummaryWe 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 RoleThis 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.
- 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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