account manager

F R C LOGISTICS LTD.; England; On-site; GBP 150,000; Full time

Job summary

A company in logistics located in the United Kingdom is looking for a permanent full-time employee. Responsibilities include developing financial plans for clients and managing investments. Candidates must have a secondary school graduation certificate and at least 1 to 2 years of relevant experience. Note that only authorized residents of Canada may apply.

Qualifications

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

Responsibilities

• Identify clients' financial goals and objectives.
• 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.
• Underwrite new issues of stocks and bonds.

Education

Secondary (high) school graduation certificate

Job description

Job details

• Location Surrey , BC V3V 1B9
• Salary 37.75 hourly / 40 hours per week
• Terms of employment Permanent employment Full time
• Secondary (high) school graduation certificate

Experience

1 year to less than 2 years

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

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• 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
• Underwrite new issues of stocks and bonds

Who can apply for this job?

You can apply if you are:

• a permanent resident of Canada
• a temporary resident of Canada with a valid work permit

Do not apply if you are not authorized to work in Canada. The employer will not respond to your application.

Advertised until

2025-12-10

Important notice:

This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.