account manager
- Education : Secondary (high) school graduation certificate
- Experience : 1 year to less than 2 years
- or equivalent experience
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
Government programs
Recognized employer
Health benefits
- Dental plan
- Work Term : Permanent
- Work Language : English
- Hours : 40 hours per week
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