Senior Financial Planner

2 days ago


Toronto, Ontario, Canada OTT Financial Inc. Full time
Key Responsibilities:
  • Identify clients' financial goals and objectives, providing expert advice to help them achieve success.
  • Analyze clients' financial records to develop personalized financial plans, ensuring they are on track to meet their objectives.
  • Collaborate with clients to make informed decisions about cash management, insurance coverage, investment planning, retirement and estate planning.
  • Assist in the planning and execution of financial statement audits, ensuring accuracy and compliance.
  • Utilize strong interpersonal skills to build trust with clients, providing exceptional customer service and support.
Requirements:
  • Dependability and efficiency in managing multiple tasks and priorities.
  • Excellent oral communication and interpersonal awareness skills.
  • Organized approach to financial planning and record-keeping.
  • Ability to work in a fast-paced environment and adapt to changing circumstances.
Benefits:
  • Dental plan and disability benefits for comprehensive health coverage.
  • Group insurance benefits and life insurance for added security.
  • Free parking available and on-site amenities for a comfortable work environment.


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