NOC 11102 – Account Manager

We are seeking a dynamic and results-driven Account Manager to join our team. The ideal candidate will be responsible for cultivating strong client relationships, driving business growth, and managing key accounts. This role requires excellent communication, negotiation, and analysis skills to ensure client satisfaction and maximize revenue opportunities. The Account Manager will play a vital role in expanding our market presence through strategic business development and effective account management.
Main duties

• Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters
• Analyze clients' financial records, set goals and develop a financial strategy
• Advise clients on implementing the financial plan to help them achieve their goals
• Arrange for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability
• Help to expand business and attract new clients.

Employment requirements

• A bachelor's degree in business administration, commerce, economics or a related field is usually required.
• The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
• To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
• Certification as a Financial Planner is required in Quebec.
• Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.