08 Oct
|
Right Advice and Investments
|
Mississauga
08 Oct
Right Advice and Investments
Mississauga
Education: Bachelor's degree Experience: 1 to less than 7 months Work setting Urban area In office customer service Willing to relocate 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 Computer and technology knowledge MS Office Work Term: Permanent Work Language: English Hours: 30 to 35 hours per week
📌 account manager (Mississauga)
🏢 Right Advice and Investments
📍 Mississauga