account manager

Work setting

• Industrial

Tasks

• Identify clients' financial goals and objectives
• Develop financial plans for clients

Computer and technology knowledge

• Quick Books
• MS Office

Area of work experience

• Mutual funds
• Software development

Personal suitability

• Accurate
• Dependability
• Excellent oral communication
• Excellent written communication
• Interpersonal awareness
• Judgement
• Organized
• Team player
• Due diligence

Screening questions

• Are you authorized to work in Canada?
• Are you available for shift or on-call work?
• Are you available to start on the date listed in the job posting?
• Are you currently a student?
• Are you willing to relocate for this position?
• Do you have experience working in this field?
• Do you have the equipment you need to work from home (like internet and a workspace)?
• Do you have the required certifications listed in the job posting?
• Do you live near the job location?
• Do you meet the language requirements listed in the job posting?

Employment terms options

• Evening

Employment terms options

• Morning
• Day
• Weekend

Other benefits

• Free parking available
• Parking available

Support for newcomers and refugees

• Recruits newcomers and / or refugees who were displaced by a conflict or a natural disaster (for example : Ukraine, Afghanistan, etc.)
• Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and / or refugees

Support for Indigenous people

• Offers mentorship, coaching and / or networking opportunities for Indigenous workers