Financial Services Manager

4 days ago

Toronto, Ontario, Canada OTT Financial Inc. Full time
Account Manager Job Description

At OTT Financial Inc., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

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 other members of the financial team to ensure seamless delivery of services and achieve business objectives.
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 strong analytical and problem-solving skills.
Benefits:
  • Health Benefits: Dental plan, disability benefits, health care plan, paramedical services coverage, and vision care benefits.
  • Financial Benefits: Bonus, group insurance benefits, and life insurance.
  • Other Benefits: Free parking available and on-site amenities.

We offer a dynamic and supportive work environment, competitive compensation package, and opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

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