Job description:
Location: Brampton, ON, L6R 3J5 (Remote work available)
Salary: $85.47 hourly / 30 hours per Week
Number of vacancies: 1
Overtime: 1.5 times of gross pay after completion of 44 hours
Vacation Pay: 4% on every pay period
Job Type: Permanent employment
Job Responsibilities:
- Formulate and implement strategies to achieve business objectives and enhance service offerings in debt management, insurance planning, and wealth management.
- Recognize and address risks related to service delivery, implementing strategies to minimize and manage potential issues.
- Review financial reports to ensure accuracy and compliance with regulatory standards.
- Continuously evaluate and enhance investment planning services to meet evolving client needs and market conditions.
- Manage and mentor staff, including recruitment, training, and performance evaluations.
- Ensure the delivery of high-quality services in debt management, insurance planning, and wealth management to meet client expectations.
- Develop and manage the company’s budget, including financial forecasting and cost control.
- Foster a work environment that supports professional growth, high performance, and team collaboration.
- Create a supportive work environment that promotes professional development and high performance.
- Ensure adherence to financial regulations and industry standards, including risk management and internal controls.
- Address and resolve any issues or crises that arise, ensuring minimal disruption to operations and maintaining client trust.
- Oversee and guide staff, encompassing recruitment, training, and performance assessments.
- Identify and pursue new business opportunities, partnerships, and market segments to expand the company’s reach.
Eligibility Requirements:
- A Bachelor’s degree in a relevant field, such as business administration, management or finance, is the minimum requirement.
- Significant work experience of five years or more is crucial.
- In-depth knowledge of financial products, services, and regulations, with experience in investment management, financial planning, or similar areas.
- Expertise in financial management, including budgeting, financial forecasting, and risk management.
- Ability to develop and execute business strategies to achieve company goals.
- Ability to build and maintain relationships with clients, addressing their needs and enhancing their experience.
- Strong leadership skills to manage, motivate, and develop teams effectively.
- Strong verbal and written communication skills are essential for effective interactions with clients, staff, and stakeholders, ensuring clear and impactful exchanges.
- Ability to adapt to changing market conditions and organizational needs.
- Focused on achieving business objectives and driving financial performance.
- Understanding of financial regulations, compliance requirements, and industry standards.
Submit your resume to the given email address: hiring@shubhfinancial.ca
