- Education : College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- Experience : 1 year to less than 2 years
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
- Arrange for sale of financial products and investments
- Assist in the planning and execution of financial statement audits
Work conditions and physical capabilities
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
- Work Term : Permanent
- Work Language : English
- Hours : 40 hours per week
Account Manager, Surgical - Northern & Eastern Ontario Territory
Conduct strategic account planning together with Regional Sales Manager to insure business retention and growth (2 – 5 year planning cycle) with the Implementation of marketing strategies/product launches and integration into planning process. The core focuses are the public accounts in the territor...
Bilingual Category Account Manager (Early Childhood Focus)- Canada
The Category Account Manager (CAM)is the product category expertise in the team sell process, focusing on strategic accounts and category sales in their territory. School Specialty offers Medical, Dental, & Vision plans (Effective Day 1), Wellness programs, Health Savings Accounts, Flexible Spending...
Account Manager, Surgical - Manitoba and Saskatchewan Territory
Conduct strategic account planning together with Regional Sales Manager to insure business retention and growth (2 – 5 year planning cycle) with the Implementation of marketing strategies/product launches and integration into planning process. The core focuses are the public accounts in the territor...
Senior Account Manager, MSP
Customer Success, onboarding, or Account Management role in a MSP/B2B SaaS setting. Oversee a diverse portfolio of MSP accounts, ensuring high client satisfaction and achieving deployment and sales targets. Actively manage your deployment pipeline, identifying and pursuing new business opportunities...
Bilingual Account Manager, AdTech
Who we need Reporting to a Manager, Account Management, we are hiring a Bilingual Account Manager (English / French) to join our team. You have a proven track record in roles such as Account Manager, Key Account Manager, or Customer Success, where you have built lasting relationships and consistentl...
Manager, Account Development
As part of the GVA Clients and Markets team, is responsible for working alongside leadership, evolving the account management program, and implementing best in class account management practices. Manages an account portfolio which includes detailed relationship matrix and plans, industry and account...
Key Account Manager – Vascular (Ontario)
Identify industry trends and changing market regulations and understands impact on strategic account;. Identify opportunities or acts upon previously identified opportunities to prepare and deliver account-specific Abbott Medical value proposition resulting in positive action;. Understand, analyze a...
Account Manager
At least 3 years of sales experience in an HRtech B2B SaaS environment as an Account Manager or an Account Executive. As an Account Manager on the North American team, you are responsible for growing revenue from our existing customer base while collaborating with customer success to ensure healthy ...
Technical Account Manager
As a Technical Account Manager, you will be the primary technical contact delivering technical support for our premium customers. Conduct quarterly site visits for your managed accounts. ...
Account Manager
Reporting to the Manager, Expansion, the. ...