Account manager
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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 plan…
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