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Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Title: Financial Services ManagerWe are seeking a highly skilled Financial Services Manager to join our team at OTT Financial Inc. The successful candidate will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients'...
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Financial Services Manager
2 months ago
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.
- Client Relationship Management: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
- Financial Analysis: Analyze clients' financial records, identifying areas for improvement and providing recommendations for financial optimization.
- Investment Planning: Develop and implement investment strategies for clients, ensuring their financial goals are aligned with their risk tolerance and time horizon.
- 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, with the ability to build strong relationships with clients.
- Competitive Salary: A competitive salary and bonus structure.
- Benefits Package: A comprehensive benefits package, including dental plan, disability benefits, health care plan, paramedical services coverage, and vision care benefits.
- Professional Development: Opportunities for professional development and growth within the company.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
