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account manager


Source: Job Bank

Location

Surrey, BC
V3W4G2

Salary

$37.75 hourly

Additional Information

  • Education:
  • Expérience:

Education

  • Secondary (high) school graduation certificate
  • or equivalent experience

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

Experience

  • 1 year to less than 2 years

Health benefits

  • Dental plan
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 40 hours per week

Important: We can't guarantee the accuracy, authenticity or reliability of this opportunity because it comes from an external website.

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