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Job Details

Account Manager

Employer

Rolaas Drywall Construction Ltd

Date Posted

May 18, 2023

Languages

English
  • Location Calgary, AB
  • Earnings $46.00 hourly
  • Work Hours 40 hours per week
  • Position Permanent Full Time
  • Vacancies 1  Vacancy
  • Closing Date Jun 17, 2023
Job Requirements

Employer

Rolaas Drywall Construction Ltd

Languages

English

Education

Bachelor's degree

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
  • Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
  • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Experience

2 years to less than 3 years


Important notice: This job posting has been provided by an external employer.The Government of Alberta and the Government of Canada are not responsible for the accuracy, authenticity or reliability of the content.

Interest Codes & Abilities
The Account Manager is part of the following larger National Occupational Classification (NOC).

Interest Codes

Financial Planners
METHODICAL

Interest in obtaining information from clients such as bank account records, pension plan and other employee benefit-package information, tax records, insurance policies and related documentation; may also arrange for sale of financial products and investments depending on licence held, and monitor portfolios to ensure quality and profitability

INNOVATIVE

Interest in analyzing clients' financial records to set goals and develop financial strategies

DIRECTIVE

Interest in consulting with clients concerning cash management, finances, insurance coverage, investments, retirement and estate planning and taxes and legal matters; and in helping to expand business and attract new clients

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

Abilities

Compared to my abilities

The abilities related to this job are shown along with your selected abilities.

Typical ability expectations for this job
Selected abilities

Mental Abilities

General Learning Ability

Verbal Ability

Numerical Ability

Visual Abilities

Spatial Perception

Form Perception

Clerical Perception

Physical Abilities

Motor Coordination

Finger Dexterity

Manual Dexterity

Learn More

Interest Codes

Financial Examiners and Inspectors
METHODICAL

Interest in obtaining information on the financial practices of banks, trust companies, credit unions, caisses populaires, credit companies, real estate companies, insurance companies, pension funds, securities brokers and other financial services and institutions

INNOVATIVE

Interest in analyzing information on financial practices and procedures to determine compliance with legislation and regulations

DIRECTIVE

Interest in speaking with senior officials of financial services and institutions to conduct examinations and reviews; and in ensuring that practices and procedures comply with legislation and regulations

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

Interest Codes

Financial Investigators
METHODICAL

Interest in obtaining documentation and information required for conducting investigations

INNOVATIVE

Interest in analyzing information to determine possible unethical conduct and breaches of securities and commodity futures laws

DIRECTIVE

Interest in speaking with representatives of companies and individuals to conduct investigations

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

Interest Codes

Underwriters
METHODICAL

Interest in obtaining information and documentation related to the underwriting of new issues of stocks, bonds and securities

INNOVATIVE

Interest in analyzing regulations, terms and conditions to underwrite new issues of stocks and bonds and develop information brochures

DIRECTIVE

Interest in negotiating with corporations and governments to determine the types and terms of new securities issued

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

Abilities

Compared to my abilities

The abilities related to this job are shown along with your selected abilities.

Typical ability expectations for this job
Selected abilities

Mental Abilities

General Learning Ability

Verbal Ability

Numerical Ability

Visual Abilities

Spatial Perception

Form Perception

Clerical Perception

Physical Abilities

Motor Coordination

Finger Dexterity

Manual Dexterity

Learn More

Interest Codes

Trust Officers
METHODICAL

Interest in compiling information to administer estate, personal, charitable, corporate and other types of trusts

INNOVATIVE

Interest in investing trust funds

DIRECTIVE

Interest in speaking with clients to carry out securities transactions and direct trust account investments

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

Interest Codes

Mortgage Brokers
METHODICAL

Interest in compiling information on clients' incomes, liabilities and assets, as well as type, price and condition of properties to be mortgaged; and in preparing mortgage applications

INNOVATIVE

Interest in negotiating mortgages with lenders and officials of lending institutions

DIRECTIVE

Interest in advising clients on availability, conditions and terms of mortgages

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

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