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account manager
Posted on August 05, 2024 by Employer details FRC ENTERPRISES INC.
Job details
Education: Secondary (high) school graduation certificate. or equivalent experience. Tasks: 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. Experience: 1 year to less than 2 years. Health benefits: Dental plan.- LocationSurrey, BC
- Workplace information On site
- Salary$37.75HOUR hourly / 40 hours per week
- Terms of employment Permanent employmentFull time
- Day, Shift, Overtime, Morning
- Starts as soon as possible
- Benefits: Health benefits
- vacancies 1 vacancy
- Source Job Bank #3027649
Overview
Languages
English
Education
- Secondary (high) school graduation certificate
- or equivalent experience
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
- 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
Benefits
Health benefits
- Dental plan
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-12-03
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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