Financial Services Professional

4 weeks ago


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 objectives
  • Analyze clients' financial records to develop personalized financial plans
  • Provide expert advice on cash management, insurance coverage, investment planning, and retirement planning
  • Assist in the planning and execution of financial statement audits
Requirements
  • Bachelor's degree in a related field
  • 1-2 years of experience in financial services
  • Excellent oral and written communication skills
  • Strong analytical and problem-solving skills
What We Offer
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
  • Bonus
  • Group insurance benefits
  • Life insurance

As a Financial Planning Specialist at OTT Financial Inc., you will have the opportunity to work with a dynamic team and make a real difference in the lives of our clients.



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