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account manager at Perfect Financial Friends Corp in Calgary, AB

Perfect Financial Friends Corp logo
  • Full Time
  • Permanent

account manager

  • Perfect Financial Friends Corp
  • Posted 3 days ago
  • NOC: 11102
  • Location: Calgary, AB, T3J0Z7
  • Salary: $38.00 hourly

Job Overview

  • Published On: Nov 3, 2026
  • Application Due: Nov 17, 2026
  • Job Type: Full Time
  • Work Term: Permanent
  • Language: english
  • Views: 0

Company Overview

  • Employer: Perfect Financial Friends Corp
  • Location: Calgary, AB, CA

Job Description

  • Work Term: Permanent
  • Work Language: English
  • Hours: 35 hours per week
  • Education: Bachelor's degree
  • Experience: 3 years to less than 5 years

    • Tasks

  • Advise on trust account investments
  • 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
  • Co-ordinate, assign and review work

    • Computer and technology knowledge

  • Quick Books
  • MS Office

    • Area of specialization

  • Accounting

    • Screening questions

  • Are you available for shift or on-call work?
  • Do you have experience working in this field?

    • Employment terms options

  • Evening

    • Employment terms options

  • Morning
  • Day

    • Financial benefits

  • As per collective agreement

    • Support for persons with disabilities

  • Provides awareness training to employees to create a welcoming work environment for persons with disabilities

    • Support for newcomers and refugees

  • Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees

    • Support for youths

  • Provides awareness training to employees to create a welcoming work environment for youth

    • Support for Veterans

  • Provides awareness training to employees to create a welcoming work environment for Veterans

    • Support for Indigenous people

  • Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers

    • Support for mature workers

  • Provides staff with awareness training to create a welcoming work environment for mature workers

    • Supports for visible minorities

  • Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities

Job Details

  • Work arrangement: Not specified
  • Work hours: 35 hours per week
  • Salary range: $38.00 hourly
  • Postal code: T3J0Z7

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