account manager

FRC ENTERPRISES INC.
Surrey, BC, CA
37,75 $ / heure
Permanent
Temps plein
  • 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

Health benefits

  • Dental plan
  • Work Term : Permanent
  • Work Language : English
  • Hours : 40 hours per week
  • Il y a 6 jours
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