Overview

Languages

English

Education
Bachelor's degree

Experience

1 year to less than 2 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Green job Help - Green job – Help

Green job – Help

Green jobs contribute to environmental preservation, conservation, and restoration. Learn more about green jobs.

This information was provided by the employer; it was not verified by Job Bank.

The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.

Work setting
Private company, corporation or industry

Responsibilities

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

📌 Account Manager Calgary (Canada)
🏢 Leena's
📍 Canada