account manager
Posted on May 11, 2026 by a licensed third-party for Employer details Leena's Inc
Job details
Education: Bachelor's degree. Work setting: Private company, corporation or industry. Tasks: Identify clients' financial goals and objectives. Supervise staff. 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. Assist in the planning and execution of financial statement audits. Reconcile accounts. Prepare T4 statements and other statements. Experience: 1 year to less than 2 years. Green job: Involves duties and responsibilities that lead to positive environmental outcomes.- Location Calgary, ABT2E 9E1
- Work location On site
- Salary$40.68HOUR hourly / 30 hours per week
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3573348
Overview
Languages
English
Education
- Bachelor's degree
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Green job Help - Green job – Help
The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.
Work setting
- Private company, corporation or industry
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Supervise staff
- 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
- Assist in the planning and execution of financial statement audits
- Reconcile accounts
- Prepare T4 statements and other statements
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
2026-06-01
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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