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Account Manager
2 months ago
We are seeking a highly skilled Account Manager to join our team at Hosper Mortgage Administration Inc. as a key member of our financial services team.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Financial Planning: Analyze clients' financial records and develop comprehensive financial plans to meet their needs.
- Investment Advice: Provide expert advice on trust account investments and arrange for the sale of financial products and investments.
- Team Collaboration: Work closely with our team of financial experts to identify opportunities and develop strategies to meet client needs.
- Education: Bachelor's degree in a related field.
- Experience: 2 years to less than 3 years of experience in a related field or equivalent experience.
- Certifications: Association of Mortgage Brokers Course and Investment Funds Institute of Canada (IFIC) Accreditation.
This is a permanent, full-time position in a fast-paced environment with tight deadlines. The ideal candidate will have excellent communication and interpersonal skills, with the ability to work under pressure and maintain attention to detail.
Benefits- Health Benefits: Dental plan and health care plan.
- Financial Benefits: Bonus, group insurance benefits, and Registered Retirement Savings Plan (RRSP).
- Other Benefits: Learning/training paid by employer, on-site amenities, and team building opportunities.
This role requires proficiency in English.
