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4 Aug 2023

Full-Time Account Manager

adsfrcenterprises1@outlook.com – Posted by adsfrcenterprises1@outlook.com –  Surrey, British Columbia, Canada

Job Description

Overview

  • 33.75 hourly / 40 hours per Week
  • Terms of employment :
    permanent     employment full time
  • Day, Morning, Overtime, Shift
  • Start date – starts as soon as possible

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

Benefits

Health benefits

  • Dental plan
Share this role online (there may be a referral fee*)

How to Apply

How to apply

Direct Apply

By applying directly on Pink Jobs (Direct Apply)

By email

enterprisesfrcltd@gmail.com

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

Job expires in 86 days.

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