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    account manager - Mississauga, Canada - Printwell Printers

    Printwell Printers
    Printwell Printers Mississauga, Canada

    1 week ago

    Default job background
    Description
    • Education: Bachelor's degree
    • Experience: 1 year to less than 2 years
    • Tasks

    • Identify clients' financial goals and objectives
    • 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
    • Negotiate with corporations and government to determine the type and terms of new securities issue
    • Personal suitability

    • Accurate
    • Judgement
    • Work Term: Permanent
    • Work Language: English
    • Hours: 35 hours per week

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