Full-Time Account Manager
Job Description
Overview
- 33.75 hourly / 40 hours per Week
- Terms of employment :
Permanent employment full time - Day, Morning, Overtime, Shift
- Start dateStarts as soon as possible
- Benefits: Health benefits
- 1 vacancy
Languages
English
Education
- Secondary (high) school graduation certificate
- or equivalent experience
Experience
1 year to less than 2 years
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
How to Apply
How to apply
Direct Apply
By applying directly on Pink Jobs (Direct Apply)By email
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