account manager

2 weeks ago


Timmins, Ontario, Canada 2628340 Ontario Inc Full time
  • 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


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
  • Assist in the planning and execution of financial statement audits


Work conditions and physical capabilities
  • Attention to detail


Personal suitability
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team player
  • Due diligence


  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week


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