Account Manager

2 weeks ago


Toronto, Ontario, Canada Hosper Mortgage Administration Inc. Full time
About the Role

We are seeking a highly skilled Account Manager to join our team at Hosper Mortgage Administration Inc. as a key member of our financial services team.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Financial Planning: Analyze clients' financial records and develop comprehensive financial plans to meet their needs.
  • Investment Advice: Provide expert advice on trust account investments and arrange for the sale of financial products and investments.
  • Team Collaboration: Work closely with our team of financial experts to identify opportunities and develop strategies to meet client needs.
Requirements
  • Education: Bachelor's degree in a related field.
  • Experience: 2 years to less than 3 years of experience in a related field or equivalent experience.
  • Certifications: Association of Mortgage Brokers Course and Investment Funds Institute of Canada (IFIC) Accreditation.
  • Skills: Excellent oral and written communication skills, attention to detail, and ability to work in a fast-paced environment.
What We Offer
  • Competitive Salary: A competitive salary and bonus structure.
  • Benefits: Comprehensive health and dental benefits, group insurance benefits, and a Registered Retirement Savings Plan (RRSP).
  • Professional Development: Opportunities for professional development and training.
Work Environment

We are an investment firm located in an urban area, and we offer a dynamic and supportive work environment.


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