Account manager

Title:

Account Manager

Job Types

Regular job

Terms of Employment:

Full Time, Permanent

Salary:

$35.00 to 39.00 hourly (To be negotiated) / 30 to 35 hours per week

Anticipated Start Date (at the latest in 3 months):

As soon as possible

Location:

401 Paul Lake Rd

Kamloops, BC

V2H 1J8

(1 vacancy)

Overview

Languages

English

Education

College/CEGEP

Experience

2 years to less than 3 years

Responsibilities

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

Assist in the planning and execution of financial statement audits

Additional information

Work conditions and physical capabilities

Fast-paced environment

Work under pressure

Tight deadlines

Personal suitability

Accurate

Dependability

Excellent oral communication

Excellent written communication

Organized

Team player

Relocation & Retention bonus will be provided

Employer: Haryanvi Retail Ltd O/A Husky Cardlock

How to apply

By mail

401 Paul Lake Rd

Kamloops, BC

V2H 1J8

In person

401 Paul Lake Rd

Kamloops, BC

V2H 1J8

Between 11:00 AM and 03:00 PM