Account manager at Right Advice and Investments Ltd. — NeverHard
Account manager at Right Advice and Investments Ltd. in Mississauga, Peel region. Skills: Customer Service, Financial Planning, Microsoft Office, Supervision. Apply on NeverHard.
Company
Right Advice and Investments Ltd.
Location
Mississauga, Peel region
Type
full_time
Required skills:
Customer Service
Financial Planning
Microsoft Office
Supervision
Education: Bachelor's degree
Experience: 1 to less than 7 months
Work setting
Urban area
On-site customer service
Willing to relocate
Tasks
Identify clients' financial goals and objectives
Supervise staff
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
Computer and technology knowledge
MS Office
Work Term: Permanent
Work Language: English
Hours: 30 to 35 hours per week