Account manager

Canada Job Bank; Surrey; On-site; CAD 1,351,000 - 1,802,000; Full time

Job summary

Mortise Construction Ltd. in Surrey, BC is seeking an Account Manager who is self-motivated with strong interpersonal skills to manage client financial goals and coordinate cash management and investments.

The role involves examining clients' financial records, recommending financial products, overseeing mortgage processes, and ensuring compliance with regulations; we are hiring for permanent full-time with day/morning shifts in Surrey.

Qualifications

• English fluency required.
• Bachelor's degree or equivalent experience.
• 2–3 years of related industry experience.
• Dependable with effective interpersonal skills.
• Well-organized and detail oriented.

Responsibilities

• Identify the financial goals and objectives of clients.
• Examine the financial records of clients.
• Make recommendations on cash management, insurance, investment planning, retirement planning, and estate planning.
• Arrange for the sale of financial products and investments.
• Review and inspect financial services and institutions to ensure compliance with applicable legislation and regulations.
• Negotiate mortgage loans and submit mortgage applications on behalf of the client to lenders.

Skills

Interpersonal skills

Detail-oriented

English fluency

Education

Bachelor's degree or equivalent experience

Job description

Mortise Construction Ltd. based in 9450 120 St unit 104, Surrey, BC V3V 4B9 is inviting applications from suitable candidates for the position of Account manager who are self-motivated and have good interpersonal skills. The candidate who got selected will be required to start work as soon as possible. The vacancies refer to Permanent employment or Full time job. The shift timings include Day and Morning.

Employer Name: Mortise Construction Ltd.
Position: Account manager
No. of vacancies: 1
Salary: $32.69 hourly for 30 to 40 hours per week
Employment type: Permanent employment, Full time
Location: 9450 120 St unit 104, Surrey, BC V3V 4B9

• The candidate must identify the financial goals and objectives of the clients.
• The candidate will be expected to examine the financial records of clients.
• The candidate will be expected to make recommendations on cash management, insurance, investment planning, retirement planning, and estate planning.
• The candidate must arrange for the sale of financial products and investments.
• The candidate will be expected to review and inspect financial services and institutions to ensure compliance with applicable legislation and regulations.
• The candidate will be required to negotiate mortgage loans and submit mortgage applications on behalf of the client to lenders or lending institutions.

Job Requirements

• The candidate should be fluent in English language.
• The candidate must have a Bachelor's degree or equivalent experience.
• The ideal candidate will have at least 2 to 3 years of experience in a related industry.
• The candidate should be dependable.
• The candidate should have effective interpersonal skills.
• The candidate must be well-organized.

Work conditions and physical capabilities

• The candidate should be able to work in fast-paced busy environment.
• The candidate should have an eye for details.