Education: Bachelor''s degree Experience: 1 year to less than 2 years Work setting Private company, corporation or industry Tasks Identify clients'' financial goals and objectives Supervise staff 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 Assist in the planning and execution of financial statement audits Reconcile accounts Prepare T4 statements and other statements Green job Involves duties and responsibilities that lead to positive environmental outcomes Work Term: Permanent Work Language: English Hours: 30 hours per week
📌 account manager (Calgary)
🏢 Leena's
📍 Calgary
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