Account manager
Perfect Financial Friends Corp Calgary, Alberta
Permanent
Temps plein
Aussitôt que possible
Description du poste
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week
- Education: Bachelor's degree
- Experience: 3 years to less than 5 years
- Advise on trust account investments
- 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
- Co-ordinate, assign and review work
- Quick Books
- MS Office
- Accounting
- Are you available for shift or on-call work?
- Do you have experience working in this field?
- Evening
- Morning
- Day
- As per collective agreement
- Provides awareness training to employees to create a welcoming work environment for persons with disabilities
- Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees
- Provides awareness training to employees to create a welcoming work environment for youth
- Provides awareness training to employees to create a welcoming work environment for Veterans
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers
- Provides staff with awareness training to create a welcoming work environment for mature workers
- Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities
Salary: $38.00 hourly
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