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Account Manager
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 Truwest Mortgage Incorporated DBA. Dominion Lending Centres Truwest Mortgage located in Surrey, BC is looking for a full time permanent Account Manager” to join their team as soon as possible. 


 Job Duties:

  • Identify clients' financial goals and objectives to help them in implementing better financial plans
  • Analyze clients' financial records, set goals and develop financial strategies for them.
  • Collaborate with internal departments to facilitate client need fulfillment.
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning.
  • Arrange for sale of financial products and investments.
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation.
  • Meet clients to discuss about their liabilities and assets, and type, price and condition of the property.
  • Operate as a lead- point of contact for any matter specific to the clients.
  • Oversee customer account management, including negotiating contracts and agreements to maximize their profit.


  • A bachelor's degree in business administration, commerce, economics or a related field is usually required.

Language: English

Job Type: Full Time/ Permanent 

Vacancies: 1


Salary: $38.00 hourly for 40 Hours per week


 Job Location:

Surrey, BC


How to Apply: 

Email your resume to:



No phone calls please!!  Kindly email your resumes, Selected candidates will be contacted.

Aboriginal persons, students, youth, new immigrant persons and people with above listed skills are welcome to apply.



Job Title Account Manager
Date Posted 2020-Jul-30
Expiry Date 2021-Jan-29
Ad ID:23241
Post Details
Posted By Truwest Mortgage Incorporated
City or Province Surrey
Location British Columbia
Job Type Full-time
Classification Business, Finance and Trade