Financial Account Manager Role
Perfect Financial Friends Corp • calgary, Canada
Role Description
Join a dynamic finance team as a Financial Account Manager. Focus on advising clients, managing investments, and developing personalized financial plans while analyzing their financial records.
In this role, you will work closely with clients to identify their financial goals and objectives. Supervision of staff and assisting with financial statement audits will also be part of your responsibilities. You’ll make essential recommendations regarding cash management, insurance coverage, and retirement planning.
Key Responsibilities:
• Advise clients on trust account investments
• Analyze clients' financial records effectively
• Develop and implement personalized financial plans
• Supervise and support team members
• Plan for financial product sales and investments
Requirements:
• 1 to 2 years of relevant experience
• Non-university diploma or certificate, 1-2 years program
• Excellent analytical skills for financial records
• Capability to guide clients...
In this role, you will work closely with clients to identify their financial goals and objectives. Supervision of staff and assisting with financial statement audits will also be part of your responsibilities. You’ll make essential recommendations regarding cash management, insurance coverage, and retirement planning.
Key Responsibilities:
• Advise clients on trust account investments
• Analyze clients' financial records effectively
• Develop and implement personalized financial plans
• Supervise and support team members
• Plan for financial product sales and investments
Requirements:
• 1 to 2 years of relevant experience
• Non-university diploma or certificate, 1-2 years program
• Excellent analytical skills for financial records
• Capability to guide clients...