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financial services officer Verified
With some duties as an office services coordinator
Posted on February 21, 2024 by Employer details 102028573 Saskatchewan Inc.
Job details
Education: Bachelor's degree. Asset languages: Mandarin. Work setting: Urban area. Tasks: 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 loan, investment 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 purchasing bonds. Area of specialization: Wealth management. Transportation/travel information: Own transportation. Work conditions and physical capabilities: Attention to detail. Screening questions: Do you have previous experience in this field of employment?. What is the highest level of study you have completed?. Experience: 5 years or more. Health benefits: Dental plan. Other benefits: Paid time off (volunteering or personal days).- Location1919 Saskatchewan DriveRegina, SKS4P 4H2
- Salary$53,000 to $56,000YEAR annually (To be negotiated) / 37.5 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Start date Starts as soon as possible
- Benefits: Health benefits, Other benefits
- vacancies 1 vacancy
- Verified
- Source Job Bank #2785224
Overview
Languages
English
Education
- Bachelor's degree
Experience
5 years or more
Asset languages
- Mandarin
Work setting
- Urban area
Responsibilities
Tasks
- 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 loan, investment 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 purchasing bonds
Experience and specialization
Area of specialization
- Wealth management
Additional information
Transportation/travel information
- Own transportation
Work conditions and physical capabilities
- Attention to detail
Benefits
Health benefits
- Dental plan
Other benefits
- Paid time off (volunteering or personal days)
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-05-19
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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