[ref. b07851321] Account manager - Toronto

apartmentOTT Financial Inc. placeToronto calendar_month 

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
Financial benefits
  • Group insurance benefits
  • Life insurance
Other benefits
  • Free parking available
  • On-site amenities
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