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Right Advice and Investments Ltd.
Account managerRight Advice and Investments Ltd. • Mississauga, ON, Canada
Account manager

Account manager

Right Advice and Investments Ltd. • Mississauga, ON, Canada
Il y a 1 jour
Type de contrat
  • Temps plein
  • Permanent
Description de poste
  • Education: Bachelor's degree
  • Experience: 1 to less than 7 months

Work setting

  • Urban area
  • On-site customer service
  • Willing to relocate

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

Computer and technology knowledge

  • MS Office
  • Work Term: Permanent
  • Work Language: English
  • Hours: 30 to 35 hours per week
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Account manager • Mississauga, ON, Canada

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