account manager

F R C LOGISTICS LTD.
Surrey, BC
30+ days ago

Job Description

  • Education:
  • Expérience:
  • Education

  • Secondary (high) school graduation certificate
  • or equivalent experience
  • 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
  • Underwrite new issues of stocks and bonds
  • Experience

  • 1 year to less than 2 years
  • Health benefits

  • Dental plan
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 40 hours per week

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