Account Representative, Financial Planning & Insurance Popular Tallies

Updated: 20 May 2012
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Job: Account Representative, Financial Planning & Insurance
Most Popular Benefits
Benefit/Perk
Number of People
051015
Paid Holidays / Vacation11  
   
Life Insurance/Disability9  
Company Pension Plan8  
Paid Sick Leave6  
Education/Training/Tuition/Certification Reimbursement6  
Registered Retirement Savings Plan (RRSP)6  
Flex-Time / Flexible Schedule5  
PayScale
Country: Canada | Updated: 20 May 2012 | Individuals Reporting: 17
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sample job description
Account Representative, Financial Planning & Insurance Job Description

People with the job title Account Representative, Financial Planning & Insurance typically fall into one of the following PayScale standard occupations.

Personal Financial Advisors
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

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