Account manager (Calgary)

Account manager (Calgary)

09 Oct
|
CareerBeacon
|
Calgary

09 Oct

CareerBeacon

Calgary

Overview

- Job Duration: Permanent
- Language of Work: English
- Hours of Work: 35 hours per week
- Education:
- Experience:
Education
- Bachelor's degree
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
- Co-ordinate, assign and review work
Computer and technology knowledge
- Quick Books
- MS Office
Area of specialization
- Accounting
Screening questions
- Are you available for shift or on-call work?
- Do you have experience working in this field?
Employment terms options
- Evening
Experience
- 3 years to less than 5 years
Employment terms options
- Morning
- Day
Financial benefits
- As per collective agreement
Support for persons with disabilities




- Provides awareness training to employees to create a welcoming work environment for persons with disabilities
Support for newcomers and refugees
- Provides diversity and cross-cultural trainings to create a welcoming work workplace for newcomers and/or refugees
Support for youths
- Provides awareness training to employees to create a welcoming work environment for youth
Support for Veterans
- Provides awareness training to employees to create a welcoming work environment for Veterans
Support for Indigenous people
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers
Support for mature workers
- Provides staff with awareness training to create a welcoming work environment for mature workers
Supports for visible minorities
- Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities

📌 Account manager (Calgary)
🏢 CareerBeacon
📍 Calgary

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