account manager
$35 - $39 per hourFull-time
Husky Cardlock
Overview
Languages
English
Education
- College/CEGEP
Experience
2 years to less than 3 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.
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Supervise staff
- Analyze clients' financial records
- 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
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
Personal suitability
- Accurate
- Dependability
- Excellent oral communication
- Excellent written communication
- Organized
- Team player
Vacancy posted 1 day ago
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