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account manager
account managerGovernment of Canada - Central • Brampton, Peel Region, CA
account manager

account manager

Government of Canada - Central • Brampton, Peel Region, CA
2 days ago
Job type
  • Full-time
Job description

Overview

Languages : English

Education

  • College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
  • or equivalent experience

Experience

7 months to less than 1 year

On site

Work must be completed at the physical location. There is no option to work remotely.

Green job

Green job – Help : Green jobs contribute to environmental preservation, conservation, and restoration. Learn more about green jobs.

The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.

Work setting

  • Private sector
  • Responsibilities

  • 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
  • Arrange for sale of financial products and investments
  • Experience and specialization

    Computer and technology knowledge

  • MS Office
  • Additional information

    Work conditions and physical capabilities

  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Personal suitability

  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Judgement
  • Organized
  • Team player
  • Due diligence
  • Reliability
  • #J-18808-Ljbffr

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    Account manager • Brampton, Peel Region, CA

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