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account manager
Posted on September 12, 2024 by Employer details 2628340 Ontario Inc
Job details
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years. 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. Work conditions and physical capabilities: Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Team player. Due diligence. Experience: 1 year to less than 2 years.- LocationTimmins, ON
- Workplace information On site
- Salary$40.00HOUR hourly / 40 hours per week
- Terms of employment Permanent employmentFull time
- Day, Early Morning, Morning
- Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3078331
Overview
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
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.
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
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-11-19
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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