financial services manager

Education

• Bachelor's degree
• or equivalent experience

Work setting

• Consulting firm
• On-site customer service
• Investment company

Tasks

• Evaluate daily operations
• Plan and control budget and expenditures
• Plan and organize daily operations
• Hire, train, direct and motivate staff
• Address customers' complaints or concerns
• Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers

Supervision

• 3-4 people

Area of specialization

• Commercial banking
• Consumer banking
• Investment funds
• Financial asset management
• Wealth management

Work conditions and physical capabilities

• Fast-paced environment
• Attention to detail

Personal suitability

• Accurate
• Client focus
• Organized
• Team player
• Values and ethics

Experience

• 5 years or more

Health benefits

• Dental plan
• Health care plan

Support for newcomers and refugees

• Assists with immediate settlement needs of newcomers and / or refugees (for example : housing, transportation, storage, childcare, winter clothing, etc.)
• Supports social and labour market integration of newcomers and / or refugees (for example : facilitating access to community resources, language training, skills training, etc.)
• Recruits newcomers and / or refugees who were displaced by a conflict or a natural disaster (for example : Ukraine, Afghanistan, etc.)
• Supports newcomers and / or refugees with foreign credential recognition

Support for mature workers

• Provides staff with awareness training to create a welcoming work environment for mature workers
• Offers mentorship, coaching and / or networking opportunities for mature workers
• Offers phased retirement options that allow mature workers to gradually reduce their workload (for example : flexible or reduced work hours, part time employment, project-based or seasonal work, etc.)
• Offers phased re-entry options for mature workers who are returning to work after retiring (for example : gradually increasing hours and responsibilities)
• Provides workspace accommodations, such as age-appropriate ergonomic considerations, to meet the physical needs of mature workers (for example : adjustable desks and chairs, accessible parking, etc.)
• Offers resources to help mature workers plan their retirement (for example : financial planning, access to pension and benefits, lifestyle adjustments, etc.)