account manager
Dorward Engineering Services Ltd.
Whitehorse
Job Description
Overview
Languages: English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- or equivalent experience
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
- 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
Credentials
- Investment Funds Institute of Canada (IFIC) Accreditation
Experience and Specialization
- Computer and technology knowledge
- Quick Books
- MS Office
Area of Work Experience
- Mutual funds
Area of Specialization
- Financial investigation
- Accounting
Benefits
- Health benefits: health care plan
Other Benefits
- Free parking available
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How to Apply
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Frequently Asked Questions
Who is hiring?▼
This role is with Dorward Engineering Services Ltd. in Whitehorse.
Is this a remote position?▼
This appears to be an on-site role in Whitehorse.
What is the hiring process?▼
After you click "Apply Now", you will be redirected to the employer's official site to submit your resume. You can typically expect to hear back within 1-2 weeks if shortlisted.
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