Account manager
Job in
Mississauga, Ontario, Canada
Listed on 2026-01-03
Listing for:
Right Advice and Investments Ltd.
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
- Education:
- Expérience: Education
- Bachelor's degree Work setting
- Urban area
- On-site customer service
- Willing to relocate Tasks
- Identify clients' financial goals and objectives
- Supervise staff
- 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 Computer and technology knowledge
- MS Office Experience
- 1 to less than 7 months
- Durée de l'emploi:
Permanent - Langue de travail:
Anglais - Heures de travail: 30 to 35 hours per week
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