Financial Services Manager

2 weeks ago


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

At 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 Responsibilities
  • Identify and understand clients' financial goals and objectives
  • Analyze clients' financial records to develop a comprehensive understanding of their financial situation
  • Develop and implement personalized financial plans to meet clients' needs
  • Provide ongoing support and guidance to clients to ensure they are meeting their financial goals
  • Collaborate with internal teams to ensure seamless delivery of financial services
Requirements
  • 1-2 years of experience in a financial services role
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Proficiency in financial software and systems
What We Offer
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health, dental, and vision coverage
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
Language

English

Work Hours

35 hours per week



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