account manager
Indexed description
English
Education
- Bachelor's degree
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Willing to relocate
- 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
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Health care plan
- Paramedical services coverage
- As per collective agreement
- Group insurance benefits
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