Location: Edmonton, AB
Full-time, On-site, 40 hours per week Indigenous-inclusive employer Benefits listed Posted 1 day ago, via Job Bank
Indigenous-inclusive employer
Account Manager
Perfect Financial Friends Corp
$38.00/hour
Calgary, AB
Full-time, On-site, 35 hours per week, 2 openings.
The opportunity
- Status
- Active until cancelled
- Location
- Calgary, AB
- Employment
- Full-time, 35 hours per week
- Work arrangement
- On-site
- Openings
- 2
- Experience
- 3 years to less than 5 years
- Education
- Bachelor's degree
Job description
Work must be completed at the physical location. There is no option to work remotely.
Tasks
- 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
- Co-ordinate, assign and review work
Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Support for persons with disabilities
- Provides awareness training to employees to create a welcoming work environment for persons with disabilities
Support for newcomers and refugees
- Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees
Support for youths
- Provides awareness training to employees to create a welcoming work environment for youth
Support for Veterans
- Provides awareness training to employees to create a welcoming work environment for Veterans
Support for Indigenous people
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers
Support for mature workers
- Provides staff with awareness training to create a welcoming work environment for mature workers
Supports for visible minorities
- Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities
Requirements
Languages: English
Education: Bachelor's degree
Experience: 3 years to less than 5 years
Computer and technology knowledge
- Quick Books
- MS Office
Area of specialization
- Accounting
Who can apply
- a Canadian citizen
- a permanent resident of Canada
- a temporary resident of Canada with a valid work permit
Benefits
Financial benefits
- As per collective agreement
Work location
Where you’ll work.
- Calgary, AB T3J 0Z7 Open in Google Maps
Map unavailable for this posting. Use the “Open in Google Maps” link.
The employer
Who this posting welcomes
Indigenous-inclusive employer
The employer indicated on this posting that they welcome applications from Indigenous people.
- Based in
- Calgary, AB
Applying
This opportunity is applied for on the employer’s own platform.
- Posted
- Published for
- 2 days
- Vacancies
- 2
- Category
- Accounting & Finance
- Languages
- English
- NOC
- 11102
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Account Manager
Perfect Financial Friends Corp · $38.00/hour