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Financial Services Professional

2 months ago

Toronto, Ontario, Canada OTT Financial Inc. Full time
Job Title: Financial Services Professional

We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. As a key member of our team, you will be responsible for providing exceptional financial planning and management services to our clients.

Key Responsibilities:
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for optimizing their financial situation.
  • Client Communication: Communicate effectively with clients to understand their needs and provide regular updates on their financial progress.
  • Team Collaboration: Work closely with our team to ensure seamless delivery of financial services to our clients.
Requirements:
  • Education: Bachelor's degree in a related field.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Skills: Excellent communication and interpersonal skills, ability to work in a team environment, and proficiency in financial planning software.
What We Offer:
  • Competitive Salary: A competitive salary and bonus structure.
  • Benefits: Comprehensive health and dental benefits, disability benefits, and life insurance.
  • Professional Development: Opportunities for professional growth and development in a dynamic and supportive environment.