Account Manager

Calgary, AB, CA, Canada

Job Description

Education: Experience:

Education

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College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years

Work setting

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Insurance company

Tasks

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Identify clients' financial goals and objectives 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

Area of specialization

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Wealth management

Experience

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2 years to less than 3 years

Green job

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Involves duties and responsibilities that lead to positive environmental outcomes

Health benefits

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Health care plan

Financial benefits

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Group insurance benefits Duree de l'emploi: Permanent Langue de travail: Anglais * Heures de travail: 32 to 40 hours per week

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Job Detail

  • Job Id
    JD2752115
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Calgary, AB, CA, Canada
  • Education
    Not mentioned