Job Title or Location

Account manager

Leena's Inc

Calgary, AB

Posted yesterday

Job Details:

$40.68 / hour
Full-time
Experienced

Overview
  • Education: Bachelor's degree
  • Experience: 1 year to less than 2 years
  • Work setting
  • Private company, corporation or industry
  • 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
  • Green job
  • Involves duties and responsibilities that lead to positive environmental outcomes
  • Work Term: Permanent
  • Work Language: English
  • Hours: 30 hours per week

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