Account manager

• Work Term: Permanent


• Work Language: English


• Hours: 30 to 35 hours per week


• Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year


• Experience: 7 months to less than 1 year


• or equivalent experience

Work setting

• Private sector

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

Computer and technology knowledge

• MS Office

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail

Pe...