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Business Development Specialist

1 month ago

Surrey, British Columbia, Canada FRC ENTERPRISES INC. Full time

FRC ENTERPRISES INC. is seeking a skilled Business Development Specialist to join our team. The ideal candidate will have a strong background in finance and be able to identify clients' financial goals and objectives. Key responsibilities include supervising staff, analyzing clients' financial records, and developing financial plans for clients. Additionally, the successful candidate will be able to make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning, and arrange for the sale of financial products and investments. The role offers a permanent position with a 40-hour workweek and a comprehensive dental plan.

Requirements:

  • Secondary (high) school graduation certificate
  • 1 year to less than 2 years of experience
  • Or equivalent experience

Key Responsibilities:

  • Identify clients' financial goals and objectives
  • Supervise staff
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
  • Arrange for the sale of financial products and investments

Benefits:

  • Dental plan
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week