account manager

OTT Financial Inc.; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A financial services company in Toronto is seeking an experienced Financial Planner. You will identify clients' financial goals, analyze their records, develop plans, and oversee financial statement audits. A Bachelor's degree and strong interpersonal skills are essential. This is a permanent, full-time role with a competitive benefits package including health and financial support.

Benefits

Dental plan

Disability benefits

Health care plan

Paramedical services coverage

Vision care benefits

Group insurance benefits

Life insurance

Free parking available

On-site amenities

Qualifications

• 1 year to less than 2 years of relevant experience is required.

Responsibilities

• Identify clients' financial goals and objectives.
• Analyze clients' financial records.
• Develop financial plans for clients.
• Make recommendations concerning cash management and insurance coverage.
• Assist in the planning and execution of financial statement audits.

Skills

Dependability

Efficient interpersonal skills

Excellent oral communication

Interpersonal awareness

Organized

Education

Bachelor's degree

Job description

Responsibilities

• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Assist in the planning and execution of financial statement audits

Qualifications

• Education: Bachelor's degree
• Experience: 1 year to less than 2 years

Personal suitability

• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Interpersonal awareness
• Organized

Screening questions

• Are you currently legally able to work in Canada?

Benefits

• Health benefits
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
• Financial benefits
  • Group insurance benefits
  • Life insurance
• Other benefits
  • Free parking available
  • On-site amenities

Work term / Conditions

• Work Term: Permanent
• Work Language: English
• Hours: 35 hours per week