Step into a full-time Account Manager role at 20 Maritime Ontario Blvd, Brampton, ON. This position focuses on identifying clients' financial goals while actively contributing to positive environmental outcomes.
This permanent position requires a college diploma of less than one year and up to one year of experience. The role involves engaging with clients to develop tailored financial plans and make sound recommendations on cash management, insurance, and investments. Work is conducted at the physical location, emphasizing reliable in-person interaction with clients.
Key Responsibilities:
• Identify clients' financial goals and develop plans
• Make cash management and insurance recommendations
• Provide investment planning advice for clients
• Arrange financial product sales and investments
Requirements:
• College diploma or certificate (3-12 months)
• 7 months to 1 year relevant experience
• Proficiency in MS Office
• Strong initiative and organizatio...