account manager

Job details

• Salary: 36.00 hourly / 30 to 40 hours bi-weekly
• Terms of employment: Permanent employment Full time
• Schedule: Early morning, Morning, Day, Evening
• Start: As soon as possible
• Source: Job Bank #

Education

• College, CEGEP, or other non-university certificate or diploma from a program of 1 year to 2 years

Experience

1 year to less than 2 years

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Arrange for sale of financial products and investments
• Assist in the planning and execution of financial statement audits
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