account manager

Education

• Secondary (high) school graduation certificate
• 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

Experience

• 1 year to less than 2 years

Health benefits

• Dental plan
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 40 hours per week