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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, 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.
  • Business Development: Identify new business opportunities and develop strategies to increase revenue and expand our client base.
Requirements
  • Education: Bachelor's degree in a relevant field, such as finance, business, or economics.
  • Experience: 2 years to less than 3 years of experience in a related field, preferably in a financial services or business development role.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
What We Offer
  • Competitive Salary: A competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for career advancement and professional growth.
  • Collaborative Work Environment: A collaborative and dynamic work environment with a team of experienced professionals.
Language and Work Environment
  • Language: English.
  • Work Environment: 35 hours per week, permanent position.