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Financial Services Manager

2 months ago


Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Manager to join our team at UV International Traders Inc. 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 and objectives.
  • Staff Supervision: Supervise and manage a team of staff to ensure they are meeting their performance targets and providing excellent customer service.
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Financial Product Sales: Arrange for the sale of financial products and investments to clients, ensuring they are suitable for their needs and risk tolerance.
  • Negotiation and Communication: Negotiate with corporations and government 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 relevant laws and regulations.
Support for Diverse Groups
  • Support for Persons with Disabilities: Participate in a government or community program or initiative that supports persons with disabilities.
  • Support for Youths: Offer on-the-job training tailored to youth, providing them with the skills and knowledge they need to succeed in their careers.
  • Support for Indigenous People: Offer mentorship, coaching, and/or networking opportunities for Indigenous workers, helping them to advance in their careers.
  • Support for Visible Minorities: Provide diversity and cross-cultural training to create a welcoming work environment for members of visible minorities.
Work Environment
  • Work Term: Permanent
  • Work Language: English
  • Hours: 35 hours per week