Financial Services Manager

2 months ago


Surrey, British Columbia, Canada F R C LOGISTICS LTD. Full time
Job Description

F R C LOGISTICS LTD. is seeking a highly skilled Financial Services Manager to join our team.

Key Responsibilities
  • Client Relationship Management: Identify clients' financial goals and objectives, and develop personalized financial plans to meet their needs.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for cash management, insurance coverage, investment planning, and retirement and estate planning.
  • Staff Supervision: Supervise staff to ensure they are meeting their financial planning and analysis goals.
  • Product Sales: Arrange for the sale of financial products and investments to clients.
  • Underwriting: Underwrite new issues of stocks and bonds.
Requirements
  • Education: Secondary (high) school graduation certificate or equivalent experience.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Language: Fluency in English.
  • Work Hours: 40 hours per week.
Benefits
  • Dental Plan
  • Permanent Employment


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