Surrey Financial Planning Manager

Advance your career as a Financial Planning Manager at APS SECURITY SOLUTIONS LTD. in Surrey, BC. This full-time role emphasizes on-site client engagement and financial strategy development.
Candidates with 2 to 3 years of financial experience will thrive in this permanent role. You will play a critical role in devising actionable financial plans for clients, focusing on their goals, investment strategies, and compliance through tax returns. Additional responsibilities include maintaining organized filing systems.
Key Responsibilities:
• Evaluate and identify client financial objectives
• Create detailed financial plans tailored to clients
• Recommend strategies for investments and retirement
• Accurately prepare tax documentation for clients
• Implement manual and digital filing systems
Requirements:
• 2-3 years of relevant financial services experience
• Strong communication and analytical skills
• Full-time on-site role in Surrey, BC
• Familiarity...