Account Manager
6 months ago
Education:
- Expérience:
**Education**:
- Secondary (high) school graduation certificate
- 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
- Underwrite new issues of stocks and bonds
**Experience**:
- 1 year to less than 2 years
**Health benefits**:
- Dental plan
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 40 hours per week
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