account manager

Work setting

• Private sector

Tasks

• 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

Computer and technology knowledge

• MS Office

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

Employment terms options

• Morning
• Day
• Weekend

Green job

• Involves duties and responsibilities that lead to positive environmental outcomes

Support for persons with disabilities

• Offers mentorship, coaching and / or networking opportunities for persons with disabilities
• Provides awareness training to employees to create a welcoming work environment for persons with disabilities

Support for newcomers and refugees

• Offers mentorship programs that pair newcomers and / or refugees with experienced employees
• Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and / or refugees

Support for youths

• Offers mentorship, coaching and / or networking opportunities for youth
• Provides awareness training to employees to create a welcoming work environment for youth

Support for Veterans

• Offers mentorship, coaching and / or networking opportunities for Veterans
• Provides awareness training to employees to create a welcoming work environment for Veterans

Support for Indigenous people

• Offers mentorship, coaching and / or networking opportunities for Indigenous workers
• Provides cultural competency training and / or awareness training to all employees to create a welcoming work environment for Indigenous workers

Support for mature workers

• Provides staff with awareness training to create a welcoming work environment for mature workers
• Offers mentorship, coaching and / or networking opportunities for mature workers

Supports for visible minorities

• Offers mentorship programs that pair members of visible minorities with experienced employees
• Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities