Account Manager

3 weeks ago


Timmins, Ontario, Canada 2628340 Ontario Inc Full time
About the Role

We are seeking a highly skilled Account Manager to join our team at 2628340 Ontario Inc. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.

Key Responsibilities
  • Client Relationship Management: Identify and understand clients' financial goals and objectives, and develop tailored financial plans to meet their needs.
  • Financial Planning and Analysis: Analyze clients' financial records, identify areas for improvement, and develop strategies to optimize their financial performance.
  • Product and Service Development: Collaborate with internal teams to develop and implement new financial products and services that meet the evolving needs of our clients.
  • Team Leadership: Supervise and mentor a team of financial professionals, providing guidance and support to ensure they have the skills and knowledge needed to succeed.
Requirements
  • Education: A 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 of experience in a related field.
  • Language: Fluency in English.
  • Work Hours: 40 hours per week.
Personal Qualities
  • Attention to Detail: A high level of attention to detail and accuracy in all aspects of work.
  • Interpersonal Skills: Excellent interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to clearly and effectively communicate complex financial information to clients.
  • Initiative: A proactive and self-motivated individual who takes initiative to identify and pursue opportunities for growth and improvement.

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