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Account Manager Job

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Employer: Glenroy Welch
SpiderID: 14145375
Location: Airdrie, Alberta
Posted: 2/23/2026
Wage: 48.68
Priority Review Date: 5/24/2026
Job Code / NOC / SOC:
Category: Accounting/Bookkeeping
Job Description:

Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters
Analyze clients' financial records, set goals and develop a financial strategy
Advise clients on implementing the financial plan to help them achieve their goals
May also arrange for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability
May help to expand business and attract new clients.
Job Requirements:
39 Windford HTS SW
Airdrie,AB
T4B 4E8
Work location On site
Salary
48.68 hourly / 40 hours per week
Terms of employment
Permanent employment
Full time
Evening, Morning, Day, Weekend
Starts as soon as possible
Benefits: Other benefits
vacancies1 vacancy
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.

Work setting
Industrial
Responsibilities
Tasks
Identify clients' financial goals and objectives
Develop financial plans for clients
Experience and specialization
Computer and technology knowledge
Quick Books
MS Office
Area of work experience
Mutual funds
Software development
Additional information
Personal suitability
Accurate
Dependability
Excellent oral communication
Excellent written communication
Interpersonal awareness
Judgement
Organized
Team player
Due diligence
Benefits
Other benefits
Free parking available
Parking available
Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:

Support for newcomers and refugees
Support for Indigenous people
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.
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Experience: 2
Education: Bachelors
Travel:
Vacation:
Contact Information:
Contact Name: Glenroy Welch Type: Employer
Company: GW Heavy Truck & Trailer Repairs Inc