Financial Planning Professional
2 weeks ago
We are seeking a highly skilled Financial Planning Professional to join our team at F R C LOGISTICS LTD. The successful candidate will have experience in financial planning and management, as well as excellent communication skills.
Key Responsibilities- Identify clients' financial goals and objectives: The ideal candidate will be able to understand the needs of clients and develop strategies to meet their financial goals.
- Supervise staff: This role requires strong leadership skills, with the ability to manage and motivate a team.
- Analyze clients' financial records: Attention to detail and analytical skills are essential for this task.
- Develop financial plans for clients: The successful candidate will be able to create personalized financial plans that meet the needs of clients.
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning: Strong knowledge of financial products and services is required for this role.
- Arrange for sale of financial products and investments: Excellent sales and marketing skills are necessary for this task.
- Underwrite new issues of stocks and bonds: The ideal candidate will have a deep understanding of financial markets and instruments.
- Dental plan: We offer a comprehensive dental plan to ensure the health and wellbeing of our employees.
- Work Term: Permanent: This is a permanent full-time position offering stability and security.
- Work Language: English: Fluency in English is required for this role.
- Hours: 40 hours per week: The working hours for this position are 40 hours per week.
- Education: Secondary (high) school graduation certificate or equivalent.
- Experience: 1 year to less than 2 years or equivalent experience.
The estimated salary for this position is $60,000 - $80,000 per year, depending on experience and qualifications.
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