Account Manager
North York, ON, CA, Canada
Job Description
Education: Bachelor's degree Experience: 1 year to less than 2 years
Tasks
---------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 Assist in the planning and execution of financial statement audits
Personal suitability
------------------------Dependability Efficient interpersonal skills Excellent oral communication Interpersonal awareness Organized
Screening questions
-----------------------Are you authorized to work in Canada?
Health benefits
-------------------Dental plan Disability benefits Health care plan Paramedical services coverage Vision care benefits
Financial benefits
----------------------Group insurance benefits Life insurance
Other benefits
------------------Free parking available On-site amenities Work Term: Permanent Work Language: English * Hours: 35 hours per week
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Job Detail
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Job IdJD3058340
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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 LocationNorth York, ON, CA, Canada
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EducationNot mentioned