Elevate your finance career with Dorward Engineering Services in Whitehorse, YT, as an Account Manager. Drive client success through tailored financial plans and investment strategies in this full-time role.

In this permanent position at Dorward Engineering, you will leverage strong financial planner skills to assess client situations and create customized solutions. Engage with clients through effective communication while recommending strategic financial products that align with their goals and aspirations.

Key Responsibilities:
• Develop and analyze comprehensive financial plans for clients
• Identify specific financial goals through client assessments
• Recommend cash management and investment strategies
• Facilitate sales of relevant investment products
• Provide expert estate and retirement planning advice

Requirements:
• 1 to 2 years of relevant financial experience
• IFIC Accreditation is required<...