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account manager

account manager

F R C TRANSPORT LTDSurrey, BC, CA
30+ days ago
Salary
CA$37.75 hourly
Job type
  • Full-time
  • Permanent
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
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    Account manager • Surrey, BC, CA