Account Manager
Brampton, ON, CA, Canada
Job Description
Education: Experience:
Education
-------------Bachelor's degree
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 Assist in the planning and execution of financial statement audits
Work conditions and physical capabilities
---------------------------------------------Work under pressure Tight deadlines Attention to detail
Personal suitability
------------------------Accurate Dependability Efficient interpersonal skills Excellent oral communication Excellent written communication Initiative Interpersonal awareness Judgement Organized Team player Due diligence
Experience
--------------1 year to less than 2 years Duree de l'emploi: Permanent Langue de travail: Anglais * Heures de travail: 35 hours per week
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Job Detail
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Job IdJD3007461
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationBrampton, ON, CA, Canada
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EducationNot mentioned