Account Manager
Mississauga, ON, CA, Canada
Job Description
Education: Bachelor's degree Experience: 1 to less than 7 months
Work setting
----------------Urban area On-site customer service Willing to relocate
Tasks
---------Identify clients' financial goals and objectives Supervise staff 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
Computer and technology knowledge
-------------------------------------MS Office Work Term: Permanent Work Language: English * Hours: 30 to 35 hours per week
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Job Detail
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Job IdJD3375447
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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 LocationMississauga, ON, CA, Canada
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EducationNot mentioned