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Account Manager

📍 Location
surrey
⏰ Job Type
Full-time
📅 Posted
June 08, 2026

About the Role

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 sup...

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