Account manager

Perfect Financial Friends Corp in Calgary, AB is inviting applications for the position of Account manager. We are looking for a candidate with strong interpersonal skills to start as soon as possible. This is a Permanent employment or Full time position. Flexible availability required for: Morning, Day, Evening.

Job Description

• The candidate must advise on trust account investments.
• The candidate must identify clients' financial goals and objectives.
• The candidate must supervise staff.
• The candidate must analyze clients' financial records.
• The candidate must develop financial plans for clients.
• The candidate must make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.
• The candidate must assist in the planning and execution of financial statement audits.
• The candidate must coordinate, assign, and review work activities.

Job Requirements

• The candidate must be fluent in English.
• The candidate must hold a bachelor’s degree.
• The candidate must have 3 to less than 5 years of experience in a related field.

Benefits

• The candidate shall receive benefits in line with the collective agreement contract between the employer and the union representing a bargaining unit.

How to apply

Use the provided options and submit your application if you are interested.

By email

Apply with the button on this page: your resume is emailed to the employer.

• Cover letter
• Answers to the following screening questions:
• Are you available for shift or on-call work?
• Do you have experience working in this field?