Financial Services Manager

1 month ago


Unionville, Canada Rite Alliance Management Inc. Full time

Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 30 hours per week
- Education:

- Expérience:
**Education**:

- Bachelor's degree
- or equivalent experience
**Work setting**:

- Consulting firm
- On-site customer service
- Investment company
**Tasks**:

- Evaluate daily operations
- Plan and control budget and expenditures
- Plan and organize daily operations
- Hire, train, direct and motivate staff
- Address customers' complaints or concerns
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
**Supervision**:

- 3-4 people
**Area of specialization**:

- Commercial banking
- Consumer banking
- Investment funds
- Financial asset management
- Wealth management
**Work conditions and physical capabilities**:

- Fast-paced environment
- Attention to detail
**Personal suitability**:

- Accurate
- Client focus
- Organized
- Team player
- Values and ethics
**Experience**:

- 5 years or more
**Health benefits**:

- Dental plan
- Health care plan
**Support for newcomers and refugees**:

- Assists with immediate settlement needs of newcomers and/or refugees (for example: housing, transportation, storage, childcare, winter clothing, etc.)
- Supports social and labour market integration of newcomers and/or refugees (for example: facilitating access to community resources, language training, skills training, etc.)
- Recruits newcomers and/or refugees who were displaced by a conflict or a natural disaster (for example: Ukraine, Afghanistan, etc.)
- Supports newcomers and/or refugees with foreign credential recognition
**Support for mature workers**:

- Provides staff with awareness training to create a welcoming work environment for mature workers
- Offers mentorship, coaching and/or networking opportunities for mature workers
- Offers phased retirement options that allow mature workers to gradually reduce their workload (for example: flexible or reduced work hours, part time employment, project-based or seasonal work, etc.)
- Offers phased re-entry options for mature workers who are returning to work after retiring (for example: gradually increasing hours and responsibilities)
- Provides workspace accommodations, such as age-appropriate ergonomic considerations, to meet the physical needs of mature workers (for example: adjustable desks and chairs, accessible parking, etc.)
- Offers resources to help mature workers plan their retirement (for example: financial planning, access to pension and benefits, lifestyle adjustments, etc.)



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