At a Glance
- Tasks: Advise clients on financial goals and develop tailored financial plans.
- Company: PESTEND INC, a supportive and inclusive workplace.
- Benefits: Competitive hourly wage, full-time hours, and a welcoming environment.
- Other info: Join a diverse team that values inclusion and personal growth.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Bachelor's degree or equivalent experience with 3-5 years in financial planning.
The predicted salary is between 35 - 40 £ per hour.
- Employer: PESTEND INC
- Account Manager
- Job details
Education: Bachelor's degree. or equivalent experience.
Work setting: Private company, corporation or industry.
Tasks
- Advise on trust account investments
- Identify clients' financial goals and objectives
- Supervise staff
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Experience: 3 years to less than 5 years
- Languages: English
- Location 329A Millway Ave Concord , ON L4K 4T3
- Work location On site
- Salary $ 37.00 HOUR hourly / 35 to 40 hours per week
- Terms of employment Permanent employment Full time
- Morning, Day
- Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3634788
- 329A Millway Ave Concord, ONL4K 4T3
- Area of specialization
- Financial planning
- Accounting
- Work conditions and physical capabilities
- Attention to detail
- Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
- Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
- Support for persons with disabilities
- Provides awareness training to employees to create a welcoming work environment for persons with disabilities
- Support for youths
- Provides awareness training to employees to create a welcoming work environment for youth
- Support for Indigenous people
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers
Membership in a group is not a job requirement. All interested applicants are strongly encouraged to apply.
This employer is committed to providing all job applicants with equal employment opportunities, and promoting inclusion.
If you self-identify as a member of any employment group, you are encouraged to indicate it in your application.
Who can apply for this job?
You can apply if you are
- a Canadian citizen
- 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
- 2026-08-25
- PESTEND INC
- Administrative and support services
- 1job posting advertised
- Medium-sized business(between 5 and 100 employees)
- #J-18808-Ljbffr
account manager employer: PESTEND INC
PESTEND INC is an exceptional employer that fosters a collaborative and supportive work culture, where employees are encouraged to grow and develop their skills in the financial planning sector. Located in Concord, Ontario, we offer competitive benefits and a commitment to professional development, ensuring that our team members thrive while making a meaningful impact on clients' financial futures.
