[ref. b07851321] Account manager - Toronto
OTT Financial Inc. Toronto
Overview
Languages
English
Education- Bachelor's degree
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
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
Additional information
Personal suitability- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Interpersonal awareness
- Organized
Benefits
Health 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
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