account manager
About this job
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.
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Green job – Help
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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
Market insight
18% above medianExplore related jobs
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Frequently asked questions
What salary can I expect?
The employer lists from 84 614 $ for this role at Leena's Inc in Calgary. For comparison, the local market median is about 71 617 $ based on 1 657 similar offers.
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Key conditions are shown above the description. You can also open related listings for Leena's Inc and Calgary.