account manager
Posted on April 29, 2026 by a licensed third-party for Employer details Right Advice and Investments Ltd.
Job details
Education: Bachelor's degree. Work setting: Urban area. On-site customer service. Willing to relocate. Tasks: Identify clients' financial goals and objectives. Supervise staff. 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. Computer and technology knowledge: MS Office. Experience: 1 to less than 7 months.- Location Mississauga, ONL4T 0A5
- Work location On site
- Salary$36.50HOUR hourly / 30 to 35 hours per week
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3563532
Overview
Languages
English
Education
- Bachelor's degree
Experience
1 to less than 7 months
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Urban area
- On-site customer service
- Willing to relocate
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Supervise staff
- 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
Experience and specialization
Computer and technology knowledge
- MS Office
Who can apply for this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada
- other candidates, with or without a valid Canadian work permit
Advertised until
2026-07-10
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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