Financial Planning Manager
5 days ago
We are seeking a highly skilled Financial Planning Manager to join our team at Global Insurance Agency Ltd. The successful candidate will be responsible for planning and controlling budget and expenditures, establishing and implementing policies and procedures, and designing and managing investment strategies.
Key Responsibilities- Financial Planning and Control
- Develop and implement comprehensive financial plans to achieve business objectives
- Monitor and control budget and expenditures to ensure alignment with company goals
- Policy and Procedure Development
- Establish and implement policies and procedures to ensure compliance with regulatory requirements
- Review and update policies and procedures as needed to reflect changes in the business environment
- Investment Strategy and Management
- Design and manage investment strategies to optimize returns and minimize risk
- Monitor and analyze financial data to inform investment decisions
- Financial Reporting and Analysis
- Oversee the preparation of financial reports and analysis to inform business decisions
- Develop and maintain financial models to forecast future performance
- Leadership and Team Management
- Lead and manage a team of financial professionals to achieve business objectives
- Develop and implement training programs to enhance team skills and knowledge
- Education
- Bachelor's degree in Finance, Accounting, or related field
- Experience
- 3 years to less than 5 years of experience in financial planning and management
- Skills
- Strong analytical and problem-solving skills
- Excellent communication and leadership skills
- Ability to work under pressure and meet deadlines
- Work Environment
- Work in a fast-paced and dynamic environment
- Collaborate with cross-functional teams to achieve business objectives
- Physical Demands
- Ability to work in a office environment
- Ability to sit for long periods of time
- Personal Qualities
- Organized and detail-oriented
- Team player with excellent communication skills
- Work Term
- Permanent
- Work Language
- English
- Hours
- 40 hours per week
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Financial Planning Manager
1 week ago
Abbotsford, British Columbia, Canada Global Insurance Agency Ltd. Full timeJob SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Global Insurance Agency Ltd. The successful candidate will be responsible for planning and controlling budget and expenditures, establishing and implementing policies and procedures, and designing and managing investment strategies.Key ResponsibilitiesFinancial Planning...
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Financial Planning Manager
1 week ago
Abbotsford, British Columbia, Canada Global Insurance Agency Ltd. Full timeJob SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Global Insurance Agency Ltd. The successful candidate will be responsible for planning and controlling budget and expenditures, establishing and implementing policies and procedures, and designing and managing investment strategies.Key ResponsibilitiesFinancial Planning...
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Abbotsford, British Columbia, Canada Global Insurance Agency Ltd. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Control Manager to join our team at Global Insurance Agency Ltd.Key ResponsibilitiesFinancial Planning and ControlDevelop and implement comprehensive financial plans to ensure the company's financial goals are met.Monitor and control budget and expenditures to optimize financial...
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1 week ago
Abbotsford, British Columbia, Canada Global Insurance Agency Ltd. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Control Manager to join our team at Global Insurance Agency Ltd.Key ResponsibilitiesFinancial Planning and ControlDevelop and implement comprehensive financial plans to ensure the company's financial goals are met.Monitor and control budget and expenditures to optimize financial...
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Abbotsford, British Columbia, Canada Global Insurance Agency Ltd. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Control Manager to join our team at Global Insurance Agency Ltd.Key ResponsibilitiesFinancial Planning and ControlDevelop and implement comprehensive financial plans to ensure the company's financial goals are met.Monitor and control budget and expenditures to optimize financial...
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