Account Manager

1 week ago


Surrey, British Columbia, Canada F R C TRANSPORT LTD Full time
About the Role

We are seeking a highly skilled Account Manager to join our team at F R C TRANSPORT LTD. As an Account Manager, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing financial plans to meet their needs.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and develop strategies to meet their financial objectives.
  • Financial Planning: Develop comprehensive financial plans for clients, including cash management, investment planning, and retirement planning.
  • Product Sales: Identify opportunities to sell financial products and investments to clients, and arrange for their sale.
  • Staff Supervision: Supervise staff to ensure they are meeting their financial planning and sales targets.
Requirements
  • Education: Secondary (high) school graduation certificate or equivalent experience.
  • Experience: 1 year to less than 2 years of experience in a financial planning or sales role.
  • Language: Fluency in English.
  • Work Hours: 40 hours per week.

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