Account manager
$36.5 per hourFull-time
Right Advice and Investments Ltd.
- Education: Bachelor's degree
- Experience: 1 to less than 7 months
- Urban area
- On-site customer service
- Willing to relocate
- Identify clients' financial goals and objectives
- Supervise staff
- 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
- MS Office
- Work Term: Permanent
- Work Language: English
- Hours: 30 to 35 hours per week
Work setting
Tasks
Computer and technology knowledge
Vacancy posted 3 days ago
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