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Timmins

    account manager - Timmins, Canada - 2628340 Ontario Inc

    2628340 Ontario Inc
    2628340 Ontario Inc Timmins, Canada

    2 weeks ago

    Default job background
    Description
    • Education:
    • Expérience:
    • Education

    • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
    • 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
    • Assist in the planning and execution of financial statement audits
    • Work conditions and physical capabilities

    • Attention to detail
    • Personal suitability

    • Accurate
    • Dependability
    • Efficient interpersonal skills
    • Excellent oral communication
    • Excellent written communication
    • Initiative
    • Interpersonal awareness
    • Judgement
    • Organized
    • Team player
    • Due diligence
    • Experience

    • 1 year to less than 2 years
    • Durée de l'emploi: Permanent
    • Langue de travail: Anglais
    • Heures de travail: 40 hours per week

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