Financial Services Manager
2 months ago
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.
- 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.
- Dental Plan
- Permanent Employment
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Surrey, British Columbia, Canada F R C LOGISTICS LTD. Full timeF R C LOGISTICS LTD. is seeking a highly skilled Financial Services Manager to join our team. In this role, you will be responsible for identifying clients' financial goals and objectives, supervising staff, analyzing clients' financial records, and developing financial plans for clients. You will also make recommendations concerning cash management,...
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