account manager
Source: Job BankLocation
Surrey, BC
V3V1B9
Salary
$33.75 hourly
Additional Information
- Education: Secondary (high) school graduation certificate
- Experience: 1 year to less than 2 years
- 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
- Underwrite new issues of stocks and bonds
Health benefits
- Dental plan
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week
Important: We can't guarantee the accuracy, authenticity or reliability of this opportunity because it comes from an external website.