Job Description

Location: Brampton, ON, L6R 3J5 (Remote work available)

Salary: $65.00 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