account manager

Overview

Languages

English

Education

• College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years

Experience

1 year to less than 2 years

Responsibilities

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

Additional information

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