Strategic Financial Advisor

4 days ago

Toronto, Ontario, Canada OTT Financial Inc. Full time

At OTT Financial Inc., we are seeking a highly skilled Strategic Financial Advisor to join our team. This role is responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Responsibilities
  • Collaborate with clients to understand their financial needs and aspirations
  • Analyze complex financial data to identify areas for improvement
  • Develop and implement comprehensive financial plans tailored to individual clients
  • Provide expert advice on cash management, insurance coverage, investment planning, retirement, and estate planning
  • Assist in the planning and execution of financial statement audits
Requirements
  • Bachelor's degree in a related field (e.g. finance, accounting)
  • 1 year to less than 2 years of experience in a similar role
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Able to work independently and as part of a team
What We Offer
  • Competitive salary range: $60,000 - $80,000 per year
  • Dental plan, disability benefits, health care plan, paramedical services coverage, and vision care benefits
  • Bonus opportunities and group insurance benefits
  • Free parking available and on-site amenities
  • 35 hours per week, permanent position
  • English language requirement

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