account manager
- 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
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