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account managerLeena's Inc • Calgary, AB, CA
account manager

account manager

Leena's Inc • Calgary, AB, CA
30+ days ago
Job type
  • Permanent
Job description
  • Education:
  • Expérience:
  • Education

  • Bachelor's degree
  • Work setting

  • Private company, corporation or industry
  • 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
  • Assist in the planning and execution of financial statement audits
  • Reconcile accounts
  • Prepare T4 statements and other statements
  • Experience

  • 1 year to less than 2 years
  • Green job

  • Involves duties and responsibilities that lead to positive environmental outcomes
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 30 hours per week
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Account manager • Calgary, AB, CA

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