Account Manager

Education: Bachelor's degree. Responsibilities 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.

Prepare tax returns. Set up and maintain manual and computerized information filing systems. Experience 2 years to less than 3 years.

Employment Terms Options Evening Morning Day Supports Newcomers and refugees: Participates in a government or community program or initiative that supports newcomers and/or refugees. Youth: Participates in a government or community program or initiative that supports youth employment. Veterans: Participates in a government or community program or initiative that supports Veterans.

Indigenous people: Participates in a government or community program or initiative that supports Indigenous people. Visible minorities: Participates in a government or community program or initiative that supports members of visible minorities. #J-18808-Ljbffr