account manager
2 weeks ago
- Education:
- Expérience: Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsTasks
- 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 auditsWork conditions and physical capabilities
- Attention to detailPersonal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligenceExperience
- 1 year to less than 2 years
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 40 hours per week
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