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Accounting Manager
Gurpreet singh tathgor
CalgaryFull-timeMid LevelOn-site
Job Description
Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience
1 year to less than 2 years
On Site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
- Advise on trust account investments
- 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
Wage rate - $36
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Posted 2 days ago