account manager
$40.68 per hourFull-time
Leena's Inc
Overview
Languages
English
Education
- Bachelor's degree
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Green job
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This information was provided by the employer; it was not verified by Job Bank.The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.
Work setting
- Private company, corporation or industry
Responsibilities
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
- Assist in the planning and execution of financial statement audits
- Reconcile accounts
- Prepare T4 statements and other statements
Vacancy posted 5 days ago
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