Business Development Manager

3 weeks ago


Timmins, Ontario, Canada Ontario Inc Full time
Job Title: Account Manager

We are seeking a highly skilled and experienced Account Manager to join our team at Ontario Inc.

Job Description:

The Account Manager will be responsible for identifying clients' financial goals and objectives, supervising staff, analyzing clients' financial records, and developing financial plans for clients.

Key Responsibilities:
  • 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
  • Assist in the planning and execution of financial statement audits
Requirements:
  • Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • Experience: 1 year to less than 2 years
  • Attention to detail
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team player
  • Due diligence
Work Environment:
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week


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