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Financial Services Manager

2 months ago

Surrey, British Columbia, Canada F R C TRANSPORT LTD Full time

F R C TRANSPORT LTD seeks a highly skilled Financial Services Manager to oversee the financial planning and management of our clients. This is a full-time position that requires a minimum of 1 year to less than 2 years of experience in a similar role.

Key Responsibilities:
  • Client Financial Planning
    • Identify clients' financial goals and objectives, and develop personalized financial plans to meet their needs.
    • Analyze clients' financial records to determine areas for improvement and make recommendations accordingly.
  • Staff Supervision
    • Supervise staff members to ensure they are meeting performance expectations and providing high-quality service to clients.
  • Financial Product Sales
    • Arrange for the sale of financial products and investments that align with clients' financial goals and risk tolerance.

The successful candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. They will also possess strong analytical and problem-solving skills, as well as the ability to think critically and make sound financial decisions.

Benefits:
  • Dental plan
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week

We offer a competitive salary range of $45,000 - $60,000 per annum, depending on experience, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.