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Hilton Garden Inn Halifax Airport Linkedin · Posted 27d ago

account manager

Canada

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Indexed description

Overview

Languages

English

Education

  • Bachelor's degree

Experience

3 years to less than 5 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

  • Willing to relocate

Responsibilities

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
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation

Benefits

Health benefits

  • Health care plan
  • Paramedical services coverage

Financial benefits

  • As per collective agreement
  • Group insurance benefits
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