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Account manager

Right Advice and Investments Ltd.

Mississauga, ON

Publié il y a 30+ jours

Détails de l'emploi :

36,50 $ / heure
Temps plein
Expérimenté

Overview
  • Education: Bachelor's degree
  • Experience: 1 to less than 7 months
  • Work setting
  • Urban area
  • On-site 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

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