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5 Aug 2023

Full-Time Account Manager

logisticsfrcltd@gmail.com – Posted by logisticsfrcltd@gmail.com Surrey, British Columbia, Canada

Job Description

  • Languages:
  • Education
    Secondary (high) school graduation certificate
    or equivalent experience
  • Experience
    1 year to less than 2 years
  • Experience

    1 year to less than 2 years

  • Responsibilities


    • 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
    • Underwrite new issues of stocks and bonds
  • Benefits

    Health benefits

    • Dental plan
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Job Categories: Equal Opportunities. Job Types: Full-Time. Salaries: 60,000 - 80,000.

Job expires in 89 days.

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