Account manager
- 1850 Ellesmere Rd, Scarborough, ON, M1H 2V5, Canada
On-site
From $37 CAD / hour · Full-time
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Job details
- Pay
- From $37 CAD / hour
- Job type
- Full-time
- Workplace
- On-site
- Working hours
- 30 to 40 hours per week
- Posting language
- English
- Posted
Original job description
- Location 1850 Ellesmere RdScarborough, ONM1H 2V5
- Work location On site
- Salary$37.00HOUR hourly / 30 to 40 hours per week
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3646715
Overview
Languages
English
Education
- Secondary (high) school graduation certificate
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.
Responsibilities
Tasks
- 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
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Prepare offering prospectus for new issues of stocks and bonds
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client