Account manager
Job in
Mississauga, Ontario, Canada
Listed on 2026-06-16
Listing for:
Right Advice and Investments Ltd.
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
- Education:
Bachelor's degree - Experience:
1 to less than 7 months 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
- Work Term:
Permanent - Work Language:
English - Hours:
30 to 35 hours per week
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