Financial Services Manager
2 weeks ago
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.
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Financial Services Manager
2 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior Financial Advisor Role OverviewWe are seeking an experienced Senior Financial Advisor to provide exceptional customer service and financial guidance to our members.The ideal candidate will have a proven track record of achieving sales targets, building strong member relationships, and identifying complex financial needs.This role requires a...
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Financial Services Clerk
2 weeks ago
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Financial Services Specialist
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Accounting Professional for Sensible Insurance
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Financial Accountant Assistant
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Financial Analyst
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Head of Financial Expertise
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Financial Services Manager
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Financial Operations Manager
2 weeks ago
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Financial Management Specialist
3 weeks ago
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Financial Services Manager
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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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Financial Services Manager
2 weeks ago
Surrey, British Columbia, Canada F R C TRANSPORT LTD Full timeJob Description:We are seeking an experienced Financial Services Manager to join our team at F R C TRANSPORT LTD. The ideal candidate will have a strong background in financial services and planning, with the ability to identify clients' financial goals and objectives.Responsibilities:Supervise staff and ensure efficient workflowAnalyze clients' financial...
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Bookkeeper: Financial Record Keeper
2 weeks ago
Surrey, British Columbia, Canada SENSIBLE INSURANCE & FINANCIAL SERVICES LTD. Full timeJob TitleBookkeeper: Financial Record KeeperCompany OverviewSensible Insurance & Financial Services Ltd. is a reputable financial services company seeking an experienced Bookkeeper to join our team.SalaryWe offer a competitive salary range of $45,000 - $60,000 per year, based on experience and qualifications.Job DescriptionThe successful candidate will be...
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3 weeks ago
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