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account manager

account manager

OTT Financial Inc.North York, ON, CA
30+ days ago
Salary
CA$29.50 hourly
Job type
  • Full-time
  • Permanent
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
    • Organized

      • Screening questions

    • Are you currently legally able to work in Canada?

      • 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 : Permanent
    • Work Language : English
    • Hours : 35 hours per week
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    Account Manager • North York, ON, CA