financial services officer

Park Capital Management; Regina; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated financial advisor to assist clients in achieving their financial goals. This role involves proposing tailored solutions for business expansion, debt management, and investments while fostering strong relationships with clients. The ideal candidate will have over 5 years of experience in the financial services sector and a knack for networking to attract new business. Join a dynamic team where your expertise will directly impact clients' financial success and contribute to the growth of the organization in a fast-paced environment.

Benefits

Paid time off (volunteering or personal days)

Qualifications

• Minimum 5 years of experience in the financial services industry.
• Strong skills in client relationship management and financial analysis.

Responsibilities

• Assist clients with financial objectives and propose suitable solutions.
• Network to develop business relations and promote banking services.

Skills

Financial Analysis

Client Relationship Management

Networking

Data Management

Education

Bachelor's Degree in Finance or related field

Job description

• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment, and other financial goals.
• Network to develop business relations, promote the sale of loans, investments, and other banking services, and attract corporate and individual customers.
• Store, update, and retrieve financial data.
• Prepare monthly statements.
• Process received information required to open accounts and savings plans and purchase bonds.

Area of specialization:

• Wealth management.

Transportation / travel information:

• Own transportation required.

Work conditions and physical capabilities:

• Fast-paced environment.

Experience:

• 5 years or more in the financial services industry.

Other benefits:

• Paid time off (volunteering or personal days).