Financial Services Manager

4 weeks ago


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

We are seeking a highly skilled Account Manager to join our team at Ontario Inc. As an Account Manager, you will be responsible for identifying clients' financial goals and objectives, supervising staff, and analyzing clients' financial records.

Key Responsibilities:
  • Financial Planning: Develop financial plans for clients, make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Client Relationship Management: Identify clients' financial goals and objectives, and provide guidance on financial planning and management.
  • Staff Supervision: Supervise staff and ensure that they are meeting their responsibilities and providing excellent service to clients.
  • Financial Analysis: Analyze clients' financial records and provide recommendations for improvement.
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.
  • Skills: Excellent oral and written communication skills, attention to detail, accurate, dependable, efficient interpersonal skills, initiative, and judgement.
Work Conditions and Physical Capabilities:
  • Work Term: Permanent.
  • Work Language: English.
  • Hours: 40 hours per week.


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