Account manager

Dorward Engineering Services

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Expected start: 18th April 2026

Salary

$45 per hour

Experience

0 to 2 years

Job Description

  • Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • Experience: 1 year to less than 2 years
  • or equivalent experience

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

Certificates, licences, memberships, and courses 

  • Investment Funds Institute of Canada (IFIC) Accreditation

Computer and technology knowledge

  • Quick Books
  • MS Office

Area of work experience

  • Mutual funds

Area of specialization

  • Financial investigation
  • Accounting

Screening questions

  • Are you authorized to work in Canada?
  • Are you willing to relocate for this position?
  • Do you have the required certifications listed in the job posting?
  • Do you meet the language requirements listed in the job posting?

Employment terms options

  • Morning

Health benefits

  • Health care plan

Other benefits

  • Free parking available
  • Work Term: Permanent
  • Work Language: English
  • Hours: 35 hours per week

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