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Account manager

$36.5 per hour
Full-time

Right Advice and Investments Ltd.

  • Education:
  • Expérience:
  • Education

    • Bachelor's degree

    Work setting

    • Urban area
    • On-site customer service
    • Willing to relocate

    Tasks

    • 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

    Computer and technology knowledge

    • MS Office

    Experience

    • 1 to less than 7 months
    • Durée de l'emploi: Permanent
    • Langue de travail: Anglais
    • Heures de travail: 30 to 35 hours per week
Vacancy posted 25 days ago
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