account manager

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

Job summary

A financial services firm in Toronto is looking for a financial advisor to assist clients in achieving their financial goals. The candidate will analyze financial records and develop tailored financial plans. A Bachelor's degree and at least 1 year of experience are required. The role offers health and financial benefits, with a permanent contract and 35 working hours per week.

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

• Experience: 1 year to less than 2 years in a related field.

Responsibilities

• Identify clients' financial goals and objectives.
• Analyze clients' financial records.
• Develop financial plans for clients.
• Make recommendations concerning cash management and investments.
• Assist in financial statement audits.

Skills

Dependability

Efficient interpersonal skills

Excellent oral communication

Interpersonal awareness

Education

Bachelor's degree

Job description

Education

• Bachelor's degree

Experience

• 1 year to less than 2 years

Tasks

• 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

Personal Suitability

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

  Screening Questions

  • Are you authorized to work in Canada?

  Health Benefits

  • Dental plan
  • Disability benefitsHealth care plan
  • Paramedical services coverage
  • Vision care benefits

  Financial Benefits

  • Group insurance benefits
  • Life insurance

  Other Benefits

  • Free parking available
  • On-site amenities

  Details

  • Durée de l'emploi : Permanent
  • Langue de travail : Anglais
  • Heures de travail : 35 hours per week