Financial Services Manager

4 weeks ago

Toronto, Ontario, Canada OTT Financial Inc. Full time
Account Manager Job Description

At 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 comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for optimizing their financial situation.
  • Client Communication: Communicate effectively with clients to understand their needs and provide regular updates on their financial progress.
  • Team Collaboration: Work closely with our team of financial experts to ensure seamless delivery of financial services to our clients.
Requirements
  • Education: Bachelor's degree in a related field.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Skills: Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
What We Offer
  • Competitive Salary: A competitive salary and bonus structure.
  • Benefits: A comprehensive benefits package, including dental plan, disability benefits, health care plan, paramedical services coverage, and vision care benefits.
  • Professional Development: Opportunities for professional development and growth within the company.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.

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