Job Order Detail

Description

David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to assist them in recruiting a Manager, Client Services based in Saskatoon.

Key Activities may include:
Manage, retain and grow assigned client business
Achieve a full understanding of client financial support requirements and proactively manage all defined profile activity
Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, corporate structures and financial objectives to help craft business and financial solutions
Analyze and use complex financial models in Excel that depict specialized estate and financial planning structures
Negotiate with banks, insurance companies, and other providers for best terms
Design and create reports to track progress on individual cases and overall progress of multiple cases
Keep in touch with clients throughout the year and monitor any life changes that may require a profile review or modification
Look for opportunities to strategically expand client relationships and provide additional financial support and guidance
Some travel between Saskatchewan, Alberta and British Columbia will be required

The Ideal Candidate:
Understands corporate structures, finance, insurance, and taxation implications
Competency with financial reports, model diagrams and project plans
Experience with designing information and project structures that enable clear tracking
Skilled in Microsoft Office applications (Advanced Excel required)
Experience with project management software, CRMs, Crystal Reporting and Visio would be beneficial
Business, Mathematics or Actuarial Science degree
Ideally an MBA, CA or CPA designation, or equivalent work experience in the finance/Insurance industry or finance/accounting/controlling area of a company
3-5 years in an analytical capacity as part of a team