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account manager
account managerFRC ENTERPRISES INC. • Surrey, BC, CA
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account manager

account manager

FRC ENTERPRISES INC. • Surrey, BC, CA
30+ days ago
Job type
  • Full-time
  • Permanent
Job description
  • 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
  • Employment terms options

  • Shift
  • Morning
  • Day
  • Overtime available
  • Health benefits

  • Dental plan
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week
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Account manager • Surrey, BC, CA

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