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Account manager

  • Calgary, AB, T2E 9E1, Canada

On-site

From $40.68 CAD / hour · Full-time

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Job details

Pay
From $40.68 CAD / hour
Job type
Full-time
Workplace
On-site
Apply by
Working hours
30 hours per week
Posting language
English
Posted

Original job description

  • Location Calgary, ABT2E 9E1
  • Work location On site
  • Salary$40.68HOUR hourly / 30 hours per week
  • Terms of employment Permanent employmentFull time
  • Starts as soon as possible
  • vacancies 1 vacancy
  • Source Job Bank #3664196

Overview

Languages

English

Education

  • Bachelor's degree

Experience

1 year to less than 2 years

On site

Work must be completed at the physical location. There is no option to work remotely.

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Green job – Help

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This information was provided by the employer; it was not verified by Job Bank.

The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.

Work setting

  • Private company, corporation or industry

Responsibilities

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
  • Assist in the planning and execution of financial statement audits
  • Reconcile accounts
  • Prepare T4 statements and other statements

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