Financial Services Manager

4 weeks ago

Ajax, Ontario, Canada Abler HD Canada INC Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Manager to join our team at Abler HD Canada INC. As a key member of our organization, you will be responsible for providing expert advice on trust account investments, identifying clients' financial goals and objectives, and developing financial plans to meet their needs.

Key Responsibilities
  • Advise clients on trust account investments and develop financial plans to meet their goals and objectives.
  • Identify and analyze clients' financial records to provide expert advice on cash management, insurance coverage, investment planning, and retirement and estate planning.
  • Supervise staff and ensure that all financial plans and recommendations are implemented effectively.
  • Administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, receive and record investment income, and disburse trust funds.
  • Assist in the planning and execution of financial statement audits.
Requirements
  • Bachelor's degree in a relevant field.
  • 2 years to less than 3 years of experience in a related field.
  • Or equivalent experience.
  • Private sector experience.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
What We Offer
  • Dental plan.
  • Permanent work term.
  • English language.
  • 40 hours per week.

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