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Financial Services Professional

4 weeks ago


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

FRC ENTERPRISES INC. is seeking a skilled Financial Services Professional to join our team. The ideal candidate will have a strong background in financial planning and management, with a focus on identifying clients' financial goals and objectives.

The successful candidate will be responsible for supervising staff, analyzing clients' financial records, and developing financial plans that meet their needs. They will also be responsible for making recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.

The Financial Services Professional will work closely with clients to understand their financial situations and provide personalized advice and guidance. They will also be responsible for arranging for the sale of financial products and investments.

This is a permanent position with a 40-hour workweek and a dental plan. The work language is English.