finance and credit administrator

Petite Thuet; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading restaurant in Toronto is seeking a financial planner to assist with financial management and planning. The role involves developing financial plans, analyzing budgets, and ensuring compliance with regulations. Candidates should have a high school diploma and 2-3 years of relevant experience, along with strong interpersonal skills.

Qualifications

• 2 to 3 years of experience in financial planning.
• Efficient interpersonal skills and ability to work under pressure.

Responsibilities

• Identify clients' financial goals and develop financial plans.
• Make recommendations on cash management and investment planning.
• Analyze budget to maintain restaurant profits.

Skills

Interpersonal skills

Team player

Flexibility

Education

Secondary (high) school graduation certificate

Job description

The provided job description has a good structure but requires some refinement for clarity and professionalism. It includes unnecessary content such as subscription prompts that should be removed. The formatting is acceptable but can be improved for better readability.

Refined Job Description

Minimum Education: Secondary (high) school graduation certificate

Tasks

1. Identify clients' financial goals and objectives
2. Develop financial plans for clients
3. Make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning
4. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
5. Assist in the planning and execution of financial statement audits
6. Analyze budget to boost and maintain the restaurant's profits

Work Conditions and Physical Capabilities

• Fast-paced environment
• Work under pressure
• Standing for extended periods

Personal Suitability

• Efficient interpersonal skills
• Team player
• Flexibility
• Recognized employer

Experience

• 2 years to less than 3 years