Job Description
Join the team as a Financial Account Manager at 20 Maritime Ontario Blvd in Brampton, ON. This position prioritizes developing client financial strategies while supporting Canada’s green initiatives.
This full-time role requires candidates to possess a college diploma and at least 7 months of experience in a related field. You will work directly with clients to identify their financial goals and create strategic plans promoting sustainability. All tasks must be performed onsite to foster meaningful client relationships and collaboration.
Key Responsibilities:
• Identify financial objectives and develop client-centered plans
• Recommend investment, insurance, and cash management options
• Facilitate the sale of financial products
Requirements:
• College diploma (less than 1 year program)
• Experience: 7 months to under 1 year
• Strong MS Office skills
• Organized and reliable approach to responsibilities
Leverage your financial planning expertise with a ...
This full-time role requires candidates to possess a college diploma and at least 7 months of experience in a related field. You will work directly with clients to identify their financial goals and create strategic plans promoting sustainability. All tasks must be performed onsite to foster meaningful client relationships and collaboration.
Key Responsibilities:
• Identify financial objectives and develop client-centered plans
• Recommend investment, insurance, and cash management options
• Facilitate the sale of financial products
Requirements:
• College diploma (less than 1 year program)
• Experience: 7 months to under 1 year
• Strong MS Office skills
• Organized and reliable approach to responsibilities
Leverage your financial planning expertise with a ...