Account manager

• Location 20 MARITIME ONTARIO BLVDBrampton, ONL6S 0E7
• Work location On site
• Salary$38.00HOUR hourly / 30 to 35 hours per week
• Terms of employment Permanent employmentFull time
• Morning, Day, Weekend
• Starts as soon as possible
• vacancies 1 vacancy
• Source Job Bank #3681605

Overview

Languages

English

Education

• College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
• or equivalent experience

Experience

7 months to less than 1 year

On site

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

Green job Help - Green job – Help

Green job – Help

Green jobs contribute to environmental preservation, conservation, and restoration. Learn more about green jobs. 

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 sector

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• 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

Experience and specialization

Computer and technology knowledge

• MS Office

Additional information

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Judgement
• Organized
• Team player
• Due diligence
• Reliability