Job Description

Salary: $23.00 / hour
Vacancies: 1
Employment: Permanent employment, Full-time -30 to 40 hours per Week
Start Date: As soon as possible
Location: Fredericton, NB

Job Requirements
Languages: English
Education: Secondary (high) school graduation certificate
Experience:1 year to less than 2 years

The main responsibilities of a Account Manager as per below:

• Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters
• Analyze clients' financial records, set goals and develop a financial strategy
• Advise clients on implementing the financial plan to help them achieve their goals
• May also arrange for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability
• May help to expand business and attract new clients.