Financial Services Professional

3 weeks ago


Toronto, Ontario, Canada OTT Financial Inc. Full time

Job Title: Account Manager

About the Role: We are seeking a highly skilled Account Manager to join our team at OTT Financial Inc. In this role, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:

  • Develop financial plans that cater to clients' unique needs and objectives
  • Analyze clients' financial records to identify areas of improvement
  • Make recommendations on cash management, insurance coverage, investment planning, and retirement planning
  • Assist in the planning and execution of financial statement audits

Requirements:

  • Dependability and strong interpersonal skills
  • Excellent oral communication skills
  • Interpersonal awareness and organized
  • Ability to work independently and as part of a team

Benefits:

  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
  • Bonus
  • Group insurance benefits
  • Life insurance

Work Environment:

  • Free parking available
  • On-site amenities
  • Permanent position
  • English-speaking work environment
  • 35 hours per week

Language: English



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