account manager

Printwell Printers
Mississauga, ON, CA
$46 an hour (estimated)
Permanent
  • Education :
  • Expérience :

Education

Bachelor's degree

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
  • Negotiate with corporations and government to determine the type and terms of new securities issue

Personal suitability

  • Accurate
  • Judgement

Experience

  • 1 year to less than 2 years
  • Durée de l'emploi : Permanent
  • Langue de travail : Anglais
  • Heures de travail : 35 hours per week
  • 19 days ago
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