Overview

Languages

English

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

Experience

7 months to less than 1 year

On site

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

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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 sector

Responsibilities

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

Experience and specialization

Computer and technology knowledge
MS Office

Additional information

Work conditions and physical capabilities
Quick-paced workplace
Work under pressure
Tight deadlines
Attention to detail

Personal suitability
Accurate
Dependability
Effective interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Judgement
Organized
Team player
Due diligence
Reliability

📌 Account Manager Brampton (Canada)
🏢 MSG CANADA INSURANCE
📍 Canada