JOB DETAILSPosted Nov 3, 2026
Account Manager
Perfect Financial Friends Corp
Calgary (AB)
Email employerJob details
- Location
- Calgary (AB)
- Salary
- $38.00 hourly
Full job description
Overview
Languages
English
Education
- Bachelor's degree
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
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
Experience and specialization
Computer and technology knowledge
- Quick Books
- MS Office
Area of specialization
- Accounting
Benefits
Financial benefits
- As per collective agreement