account manager

F R C TRANSPORT LTD
Surrey, BC, CA
$46 an hour (estimated)
Permanent
  • Education :
  • Expérience :

Education

  • Secondary (high) school graduation certificate
  • 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

Government programs

Recognized employer

Experience

1 year to less than 2 years

Health benefits

  • Dental plan
  • Durée de l'emploi : Permanent
  • Langue de travail : Anglais
  • Heures de travail : 40 hours per week
  • 14 days ago
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