account manager

Job Description

• Education : Secondary (high) school graduation certificate
• Experience : 1 year to less than 2 years
• or equivalent experience

Tasks

Identify clients' financial goals and objectives

Supervise staff

Analyze clients' financial records

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

Government programs

Recognized employer

Health benefits

Dental plan

Work Term : Permanent

Work Language : English

Hours : 40 hours per week

Requirements :

Work Permit