Drive financial success for clients as a Client-Focused Financial Manager in a permanent, full-time capacity. Collaborate with clients to create customized financial and investment plans.
This position is ideal for candidates with a diploma and 1-2 years of experience in finance. You will address client objectives in cash management, insurance coverage, and retirement planning, working on-site without remote flexibility. Additionally, you will assist in the planning and execution of audits for financial statements, positioning yourself as a trusted advisor.
Key Responsibilities:
• Identify and understand clients’ financial goals
• Formulate strategic financial plans for clients
• Suggest investment and cash management options
• Supervise the sale of financial products
• Support the execution of financial audits
Requirements:
• 1-2 years’ experience in a financial role
• College diploma in finance or related field
• Must work in-person at the location