Financial Services Manager

4 weeks 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.
Support for Diverse Groups:
  • Support for Persons with Disabilities: Participate in government or community programs that support persons with disabilities.
  • Support for Youths: Offer on-the-job training tailored to youth, providing them with valuable work experience and skills.
  • Support for Indigenous People: Offer mentorship, coaching, and networking opportunities for Indigenous workers, promoting diversity and inclusion.
  • Support for Visible Minorities: Provide diversity and cross-cultural training to create a welcoming work environment for members of visible minorities.

Work Environment: This is a permanent, full-time position with a 35-hour workweek. The work language is English.



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