Account Manager

3 weeks ago


Markham, Canada Markham Centre Financial Services Inc. Full time

Education: Bachelor's degree
- Experience: 2 years to less than 3 years
**Work setting**:

- Insurance company
**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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
**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
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week


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