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Financial Services Manager

June 29 2020
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Investor relations, Financing, Investment, Merger & Acquisition, Credit, Risk
Markham, ON

Employer:

Meritrust Financial Group Inc.

Meritrust Financial Group Inc. was established in 2004 with more than 300 employees and financial advisors. We are MGA (Managing General Agency) for: Manulife, Sun Life, Canada Life, Equitable Life, Industrial Alliance, Assumption Life,  Canada Protection Plan and LaCpitale. Meritrust Financial provides a wide range of financial products including insurance, wealth management, investment as well as customized financial management plan. We have the most advanced information management platform in the industry, making the business management of insurance and investment direct, transparent and quick.

Address:

3190 Steeles Ave E #210, Markham, ON L3R 1G9

Website:

https://www.meritrust.ca/english-home

Job Details

Position:

Financial Services Manager

We need an experienced, competent and all-round Financial Services Manager be recruited to play a number of important roles in the further development of our business.  The position will be responsible for a number of key areas including operation strategies, risk management, investment strategies, marketing tactics and relationship building.

Salary:

$49.00 to $51.00 per hour

Anticipated Start Date:

As soon as possible

Terms of Employment:

Permanent, Full-Time

Number of positions:

1

Job requirements

Languages

English

Education

Bachelor's degree

Experience

2 years to less than 3 years

Specific Skills

Address customers' complaints or concerns; Oversee the preparation of reports; Establish policies and procedures for assessing credit and loan applications; Establish and implement policies and procedures for accounting and financial control; Establish and implement policies and procedures for buying and selling of financial products; Authorize loan and credit applications; Advise senior management; Plan, organize, direct, control and evaluate daily

operations; Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers

Additional Skills

Plan and control budget and expenditures; Hire, train, direct and motivate staff

Area of Specialization

Investment Funds

Work Conditions and Physical Capabilities

Fast-paced environment; Work under pressure; Attention to detail; Large caseload; Large workload; Tight deadlines

Ability to Supervise

5-10 people, 11-15 people

Personal Suitability

Initiative; Effective interpersonal skills; Flexibility; Accurate; Team player; Excellent oral communication; Excellent written communication; Client focus; Judgement; Values and ethics; Organized

How to Apply

By e-mail:

***@*********.**

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