Account manager

• Education:
• Expérience:

Education

• College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
• or equivalent experience

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

Certificates, licences, memberships, and courses 

• Investment Funds Institute of Canada (IFIC) Accreditation

Computer and technology knowledge

• Quick Books
• MS Office

Area of work experience

• Mutual funds

Area of specialization

• Financial investigation
• Accounting

Screening questions

• Are you authorized to work in Canada?
• Are you willing to relocate for this position?
• Do you have the required certifications listed in the job posting?
• Do you meet the language requirements listed in the job posting?

Experience

• 1 year to less than 2 years

Employment terms options

• Morning

Health benefits

• Health care plan

Other benefits

• Free parking available
• Durée de l'emploi: Permanent
• Langue de travail: Anglais
• Heures de travail: 35 hours per week