account manager

Government of Canada - Central; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A national government entity in Toronto seeks a Financial Planner to help clients define their financial goals, analyze records, and develop tailored financial plans. The ideal candidate will ensure compliance with auditing processes and possess strong interpersonal skills. This position requires on-site work with no remote options available. Candidates should have a Bachelor's degree and at least 1 year of experience, along with strong communication and organizational abilities. A competitive benefits package is offered.

Benefits

Dental plan

Disability benefits

Health care plan

Paramedical services coverage

Vision care benefits

Group insurance benefits

Life insurance

Free parking available

On-site amenities

Qualifications

• 1 year to less than 2 years of relevant experience is required.

Responsibilities

• Identify clients' financial goals and objectives.
• Analyze clients' financial records.
• Develop financial plans for clients.
• Make recommendations concerning cash management and investment planning.
• Assist in financial statement audits.

Skills

Dependability

Efficient interpersonal skills

Excellent oral communication

Interpersonal awareness

Organized

Education

Bachelor's degree

Job description

Overview

Languages

English

Education

• Bachelor's degree

Experience

1 year to less than 2 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities Tasks

• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Assist in the planning and execution of financial statement audits

Additional information Personal suitability

• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Interpersonal awareness
• Organized

Benefits Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits

Financial benefits

• Group insurance benefits
• Life insurance

Other benefits

• Free parking available
• On-site amenities