Full-Time

Account Manager

Posted on Jun 24

9992987 Canada Inc.

North York, ON

Languages English

Education Bachelor's degree

Experience 5 years or more

Specific Skills

Respond to complaints of guests; Provide job training and support; Identify clients' financial goals and objectives; Arrange for sale of financial products and investments; Develop financial plans for clients

Additional Skills Supervise staff

Area of Specialization Financial planning

Securities Sales Agent and Investment Dealer Specific Skills

Provide investment information and service to clients; Monitor client's investment portfolios and ensure that investment transactions are carried out according to industry regulations

Work Conditions and Physical Capabilities

Fast-paced environment; Work under pressure; Attention to detail

Personal Suitability

Effective interpersonal skills; Accurate; Team player; Excellent oral communication; Excellent written communication; Dependability; Organized

Interview for this position