- 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
Experience
- 1 to less than 7 months
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 30 to 35 hours per week
📌 Account manager (Mississauga)
🏢 Right Advice and Investments
📍 Mississauga
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