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account manager


Source: Job Bank

Location

Calgary, AB
T3J5L3

Salary

$46.00 hourly

Additional Information

  • Education: Bachelor's degree
  • Experience: 2 years to less than 3 years

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
  • Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
  • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
  • 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.

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