11 Aug
|
Perfect Financial Friends
|
Calgary
11 Aug
Perfect Financial Friends
Calgary
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years Experience: 1 year to less than 2 years Tasks Advise on trust account investments 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 Assist in the planning and execution of financial statement audits Employment terms options Early morning Evening Employment terms options Morning Day Work Term: Permanent Work Language: English Hours: 30 to 40 hours bi-weekly
📌 account manager (Calgary)
🏢 Perfect Financial Friends
📍 Calgary