account manager (Calgary)

account manager (Calgary)

27 Aug
|
Perfect Financial Friends
|
Calgary

27 Aug

Perfect Financial Friends

Calgary

Education: Exprience: Education College, CEGEP or other non-university certificate or diploma from a program of 1 year to 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 Experience 1 year to less than 2 years Employment terms options Morning Day Dure de l''emploi: Permanent Langue de travail: Anglais Heures de travail: 30 to 40 hours bi-weekly

📌 account manager (Calgary)
🏢 Perfect Financial Friends
📍 Calgary

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