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account manager
With some duties as an associate financial advisor
Posted on September 04, 2024 by Employer details Platform Group Limited
Job details
Education: Bachelor's degree. Tasks: Provide clients with information. Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends). Prepare reports. Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales. Promote sales to existing clients. Provide customer service. Computer and technology knowledge: MS Office. Technical or specialized editing: Financial reports. Area of work experience: Software development. Area of specialization: Financial technology. Investor relations. Work conditions and physical capabilities: Fast-paced environment. Tight deadlines. Attention to detail. Personal suitability: Accurate. Excellent oral communication. Excellent written communication. Initiative. Organized. Due diligence. Client focus. Screening questions: Are you currently legally able to work in Canada?. Do you currently reside in proximity to the advertised location?. Do you have previous experience in this field of employment?. Do you have the above-indicated required certifications?. What is the highest level of study you have completed?. Experience: 3 years to less than 5 years. Workplace information: Hybrid. Health benefits: Dental plan. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Bonus. Life insurance. Long term benefits: Maternity and parental benefits. Other benefits: Paid time off (volunteering or personal days).- Location325 Front Street West suite 400Toronto, ONM5V 2Y1
- Workplace information Hybrid
- Salary$35.90HOUR hourly / 40 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Long term benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #3060651
Overview
Languages
English
Education
- Bachelor's degree
Experience
3 years to less than 5 years
Hybrid
Work must be completed both in person and remotely.
Responsibilities
Tasks
- Provide clients with information
- Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
- Prepare reports
- Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
- Promote sales to existing clients
- Provide customer service
Experience and specialization
Computer and technology knowledge
- MS Office
Technical or specialized editing
- Financial reports
Area of work experience
- Software development
Area of specialization
- Financial technology
- Investor relations
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Excellent oral communication
- Excellent written communication
- Initiative
- Organized
- Due diligence
- Client focus
Benefits
Health benefits
- Dental plan
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Bonus
- Life insurance
Long term benefits
- Maternity and parental benefits
Other benefits
- Paid time off (volunteering or personal days)
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
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.
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