account manager

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.

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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.

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