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Financial Services Manager
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Financial Services Manager
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Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Title: Financial Services ManagerWe are seeking a highly skilled Financial Services Manager to join our team at OTT Financial Inc. The successful candidate will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients'...
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Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Title: Financial Services ManagerWe are seeking a highly skilled Financial Services Manager to join our team at OTT Financial Inc. The successful candidate will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients'...
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Toronto, Ontario, Canada OTT Financial Inc. Full timeAccount ManagerAt OTT Financial Inc., we are seeking a highly skilled and experienced 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 to meet their needs.Key ResponsibilitiesIdentify and...
Financial Services Manager
2 months ago
At 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 Responsibilities- Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
- Client Relationship Management: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
- Financial Analysis: Analyze clients' financial records, identifying areas for improvement and providing recommendations for financial optimization.
- Investment Planning: Develop and implement investment strategies for clients, ensuring their financial goals are aligned with their risk tolerance and investment horizon.
- 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 build strong relationships with clients.
- Health Benefits: Comprehensive health, dental, and vision care plans.
- Financial Benefits: Competitive salary and bonus structure.
- Other Benefits: Free parking and on-site amenities.
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
