Client-Focused Financial Manager (Alberta)

Drive financial success for clients as a Client-Focused Financial Manager in a permanent, full time capacity. Collaborate with clients to create customized financial and investment plans. This position is ideal for candidates with a diploma and 1-2 years of experience in finance. You will address client objectives in cash management, insurance coverage, and retirement planning, working on-site without remote flexibility. Additionally, you will assist in the planning and execution of audits for financial statements, positioning yourself as a trusted advisor. Key Responsibilities: • Identify and understand clients’ financial goals • Formulate strategic financial plans for clients • Suggest investment and cash management options • Supervise the sale of financial products • Support the execution of financial audits Requirements: • 1-2 years’ experience in a financial role • College diploma in finance or related field • Must work in-person at the location • Valid authorization to work in Canada • Excellent communication skills Become a vital resource for clients in achieving their financial ambitions as a Client-Focused Financial Manager. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pn5kq