account manager - #226381

MSG CANADA INSURANCE INC.


Date: 1 week ago
City: Brampton, ON
Salary: CA$38 per hour
Contract type: Full time
  • Work Term: Permanent
  • Work Language: English
  • Hours: 30 to 35 hours per week
  • Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
  • Experience: 7 months to less than 1 year
  • or equivalent experience

  • Work setting

  • Private sector

  • 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
  • Arrange for sale of financial products and investments

  • Computer and technology knowledge

  • MS Office

  • Work conditions and physical capabilities

  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail

  • Personal suitability

  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Judgement
  • Organized
  • Team player
  • Due diligence
  • Reliability

  • Employment terms options

  • Morning
  • Day
  • Weekend

  • Green job

  • Involves duties and responsibilities that lead to positive environmental outcomes

  • Support for persons with disabilities

  • Offers mentorship, coaching and/or networking opportunities for persons with disabilities
  • Provides awareness training to employees to create a welcoming work environment for persons with disabilities

  • Support for newcomers and refugees

  • Offers mentorship programs that pair newcomers and/or refugees with experienced employees
  • Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees

  • Support for youths

  • Offers mentorship, coaching and/or networking opportunities for youth
  • Provides awareness training to employees to create a welcoming work environment for youth

  • Support for Veterans

  • Offers mentorship, coaching and/or networking opportunities for Veterans
  • Provides awareness training to employees to create a welcoming work environment for Veterans

  • Support for Indigenous people

  • Offers mentorship, coaching and/or networking opportunities for Indigenous workers
  • Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers

  • Support for mature workers

  • Provides staff with awareness training to create a welcoming work environment for mature workers
  • Offers mentorship, coaching and/or networking opportunities for mature workers

  • Supports for visible minorities

  • Offers mentorship programs that pair members of visible minorities with experienced employees
  • Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities

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