Account manager

Job Overview

Location
Kamloops
Job Type
Full Time
Date Posted
8 hours ago

Job Description

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

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