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Financial Services Professional

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Toronto, Ontario, Canada OTT Financial Inc. Full time

Financial Services Professional

At OTT Financial Inc., we are seeking a highly skilled Financial Services Professional to join our team. As an Account Manager, you will play a key role in identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Responsibilities:

* Identify clients' financial goals and objectives
* Analyze clients' financial records
* Develop financial plans for clients
* Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
* Assist in the planning and execution of financial statement audits

Personal Qualities:

* Dependability
* Efficient interpersonal skills
* Excellent oral communication
* Interpersonal awareness
* Organized

Benefits:

* Dental plan
* Disability benefits
* Health care plan
* Paramedical services coverage
* Vision care benefits
* Bonus
* Group insurance benefits
* Life insurance
* Free parking available
* On-site amenities
* Work Term: Permanent
* Work Language: English
* Hours: 35 hours per week

If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.