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Financial Services Account Executive

3 months ago

Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full time
Account Manager Job Description
  • Education: Bachelor's degree in Finance or related field
  • Experience: 2-3 years in financial servicesKey Responsibilities
  • Assess clients' financial aspirations and needs
  • Oversee team members to ensure quality service
  • Create tailored financial strategies for clients
  • Facilitate the sale of financial instruments and services
  • Negotiate terms for new investment opportunities
  • Draft offering documents for new equity and debt securities
  • Support financial audit processesDiversity and Inclusion Initiatives
  • Engage in programs that assist individuals with disabilities
  • Deliver specialized training for young professionals
  • Provide mentorship and networking opportunities for underrepresented groups
  • Implement diversity training to foster an inclusive workplace
  • Employment Type: Permanent
  • Language: English
  • Hours: 35 hours per week