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account manager
Posted on September 16, 2024 by Employer details OTT Financial Inc.
Job details
Education: Bachelor's degree. 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?. Experience: 1 year to less than 2 years. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Bonus. Group insurance benefits. Life insurance. Other benefits: Free parking available. On-site amenities.- LocationNorth York, ON
- Workplace information On site
- Salary$29.50HOUR hourly / 35 hours per week
- Terms of employment Permanent employmentFull time
- Start date Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #3083481
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
- Bonus
- Group insurance benefits
- Life insurance
Other benefits
- Free parking available
- On-site amenities
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-10-16
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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