Account Manager

Surrey, BC, CA, Canada

Job Description

Education: Secondary (high) school graduation certificate Experience: 1 year to less than 2 years or equivalent experience

Tasks

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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

Health benefits

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Dental plan Work Term: Permanent Work Language: English * Hours: 40 hours per week

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Job Detail

  • Job Id
    JD2621683
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Surrey, BC, CA, Canada
  • Education
    Not mentioned