Current jobs related to Financial Services Professional - Toronto, Ontario - Hosper Mortgage Administration Inc.


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial services. Key responsibilities include:Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Job Title: Account ManagerWe are seeking a highly skilled and experienced Account Manager to join our team at OTT Financial Inc.Job SummaryThe Account Manager will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning:...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Job Title: Account ManagerWe are seeking a highly skilled and experienced Account Manager to join our team at OTT Financial Inc.Job SummaryThe Account Manager will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning:...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in finance and be able to provide expert advice to clients on their financial goals and objectives.The successful candidate will have a Bachelor's degree and at least 1 year to less than 2 years of...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Account Manager Job DescriptionAt 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 ResponsibilitiesFinancial Planning: Develop...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Account Manager Job DescriptionAt 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 ResponsibilitiesFinancial Planning: Develop...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Account Manager Job DescriptionAt OTT Financial Inc., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will play a critical role in identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Account Manager Job DescriptionAt OTT Financial Inc., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will play a critical role in identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Account Manager Job DescriptionAt OTT Financial Inc., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will play a crucial role in identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Account Manager Job DescriptionAt OTT Financial Inc., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will play a crucial role in identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Account Manager Job DescriptionAt OTT Financial Inc., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will play a crucial role in identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Account Manager Job DescriptionAt OTT Financial Inc., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will play a crucial role in identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...


  • Old Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial services in North America. For over four decades, we've been committed to delivering financial solutions that meet the evolving needs of consumers and business owners. Our retail network of over 400 locations, known as Moneymart, offers a wide range of financial products and services to...


  • Toronto, Ontario, Canada IA Financial Group Full time

    Job SummaryThe Financial Services Professional will be responsible for providing exceptional service to clients and growing branch assets. This role requires a highly motivated individual with excellent communication skills and a strong understanding of financial instruments.Key ResponsibilitiesBuilding a book of clients through service and salesDeveloping...


  • Old Toronto, Ontario, Canada MUFG Investor Services Full time

    Financial Services Professional OpportunityAs a key member of our team at MUFG Investor Services, you will have the opportunity to work with over 480 global investment firms, providing administration, asset services, banking, and fund financing. Our dynamic and fast-growing company is looking for a skilled professional to join our team in Financial...


  • Old Toronto, Ontario, Canada MUFG Investor Services Full time

    Financial Services Professional OpportunityAs a key member of our team at MUFG Investor Services, you will have the opportunity to work with over 480 global investment firms, providing administration, asset services, banking, and fund financing. Our dynamic and fast-growing company is looking for a skilled professional to join our team in Financial...


  • Toronto, Ontario, Canada MUFG Investor Services Full time

    About the Role:This position reports to the Associate Director of Client Operations. It is an opportunity to work with a dynamic company in Financial Services.Your Responsibilities:Provide full range of fund accounting services to private equity clients, including NAV preparation, booking accruals, security pricing, cash and security position...


  • Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    Unlock Your Potential as a Financial Services ProfessionalAt Desjardins Financial Security Independent Network - Rexdale #278, we're seeking a highly motivated individual to join our team as a Financial Advisor/Broker. As a key player in our network, you'll provide sound financial advice to clients, helping them protect and grow their wealth.Key...

Financial Services Professional

2 months ago


Toronto, Ontario, Canada Hosper Mortgage Administration Inc. Full time
{"h2": "Job Summary", "p": "We are seeking a highly skilled Financial Services Professional to join our team at Hosper Mortgage Administration Inc. as an Account Manager. In this role, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their needs. You will also be responsible for analyzing clients\u2019 financial records, arranging for the sale of financial products and investments, and providing exceptional customer service.

", "h2": "Key Responsibilities", "ul": [{"li": "Advise clients on trust account investments and develop financial plans to meet their needs"}, {"li": "Identify clients\u2019 financial goals and objectives and analyze their financial records"}, {"li": "Arrange for the sale of financial products and investments and provide exceptional customer service"}, {"li": "Develop and maintain strong relationships with clients and internal stakeholders"}, {"li": "Stay up-to-date with industry developments and best practices in financial services"}], "h2": "Requirements", "ul": [{"li": "Bachelor\u2019s degree or equivalent experience in a related field"}, {"li": "2 years of experience in a financial services role, preferably in mortgage administration"}, {"li": "Strong analytical and problem-solving skills, with the ability to analyze complex financial data"}, {"li": "Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders"}, {"li": "Proficiency in MS Office and other relevant software"}], "h2": "What We Offer", "ul": [{"li": "Competitive salary and bonus structure"}, {"li": "Opportunities for professional development and growth"}, {"li": "Collaborative and dynamic work environment"}, {"li": "Comprehensive benefits package, including health and dental insurance"}, {"li": "Paid time off and flexible work arrangements"}], "h2": "How to Apply", "p": "If you are a motivated and results-driven professional with a passion for financial services, please submit your application, including your resume and cover letter, to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted."}