account manager
Posted on July 21, 2026 by a licensed third-party for Employer details Husky Cardlock
Job details
Education: College/CEGEP. Tasks: 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. Assist in the planning and execution of financial statement audits. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Personal suitability: Accurate. Dependability. Excellent oral communication. Excellent written communication. Organized. Team player. Experience: 2 years to less than 3 years. Green job: Involves duties and responsibilities that lead to positive environmental outcomes.- Location 401 Paul Lake RdKamloops, BCV2H 1J8
- Work location On site
- Salary$35.00 to $39.00HOUR hourly (To be negotiated) / 30 to 35 hours per week
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #3625272
Overview
Languages
English
Education
- College/CEGEP
Experience
2 years to less than 3 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.
Responsibilities
Tasks
- 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
- Assist in the planning and execution of financial statement audits
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
Personal suitability
- Accurate
- Dependability
- Excellent oral communication
- Excellent written communication
- Organized
- Team player
Who can apply for this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada
- other candidates, with or without a valid Canadian work permit
Advertised until
2026-08-11
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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