Become an Account Manager at Right Advice and Investments, specializing in client financial planning. This on-site full-time position invites you to assist clients directly in an urban setting.
You will focus on identifying clients' financial needs and creating actionable plans, with responsibilities ranging from cash management to investment strategies. Your expertise will help facilitate the sale of financial products as you work closely with clients. A hands-on approach to service is critical in this role.
Key Responsibilities:
• Assess clients' financial goals and needs
• Develop client-specific financial strategies
• Recommend suitable investment products
• Oversee the sale of financial services
• Provide on-site customer support
Requirements:
• Experience ranging from 1 month to under 7 months
• Strong skills in MS Office
• Work must be performed on-site
• Open to relocation as needed
• Application from Canadian citizens and residents welcom...