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Account manager

Job in Kamloops, BC, Canada
Listing for: Husky Cardlock
Full Time position
Listed on 2026-07-22
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
  • Education:
  • Expérience:
  • Education
  • College/CEGEP
  • 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
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Personal suitability
  • Accurate
  • Dependability
  • Excellent oral communication
  • Excellent written communication
  • Organized
  • Team player
  • Experience
  • 2 years to less than 3 years
  • Green job
  • Involves duties and responsibilities that lead to positive environmental outcomes
  • Durée de l'emploi:
    Permanent
  • Langue de travail:
    Anglais
  • Heures de travail: 30 to 35 hours per week
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