Financial Services Manager

1 month ago


Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full time
Job Title: Financial Services Manager

UV International Traders Inc. is seeking a highly skilled Financial Services Manager to join our team. As a key member of our organization, you will be responsible for identifying clients' financial goals and objectives, supervising staff, and developing financial plans for clients.

Key Responsibilities:
  • Financial Planning: Develop and implement financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Staff Supervision: Supervise and mentor staff members, providing guidance and support to ensure they meet their performance goals.
  • Financial Product Sales: Identify and recommend financial products and investments that meet clients' needs, ensuring they are aligned with their financial goals.
  • Corporate Finance: Negotiate with corporations and government entities to determine the type and terms of new securities issues, and prepare offering prospectuses for new issues of stocks and bonds.
  • Financial Statement Audits: Assist in the planning and execution of financial statement audits, ensuring compliance with regulatory requirements.
Requirements:
  • Education: Bachelor's degree in a relevant field, such as finance, accounting, or business.
  • Experience: 2 years to less than 3 years of experience in a related field, preferably in a financial services or corporate finance role.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
Work Environment:

UV International Traders Inc. is a dynamic and growing organization that values diversity and inclusion. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

We are an equal opportunities employer and welcome applications from qualified candidates who share our values and commitment to excellence.



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