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Surrey

    account manager - Surrey, Canada - F R C TRANSPORT LTD

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    Description
    • Education: Secondary (high) school graduation certificate
    • Experience: 1 year to less than 2 years
    • 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
    • Government programs

    • Recognized employer
    • Health benefits

    • Dental plan
    • Work Term: Permanent
    • Work Language: English
    • Hours: 40 hours per week

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