Account Manager
3 weeks ago
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- Experience: 3 years to less than 5 years
- or equivalent experience
**Work setting**:
- Urban area
- Insurance company
- Financial services industry
**Tasks**:
- Identify clients' financial goals and objectives
- 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
**Computer and technology knowledge**:
- MS Office
**Security and safety**:
- Criminal record check
**Work conditions and physical capabilities**:
- Fast-paced environment
- Attention to detail
**Personal suitability**:
- Accurate
- Dependability
- Efficient interpersonal skills
- Judgement
- Organized
- Due diligence
**Financial benefits**:
- Group insurance benefits
**Other benefits**:
- Parking available
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week
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