account manager
at OTT Financial Inc
North York, ON M3C 2K5, Canada -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 16 Apr, 2025 | USD 29 Hourly | 16 Jan, 2025 | 1 year(s) or above | Good communication skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
Responsibilities:
- 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
REQUIREMENT SUMMARY
Min:1.0Max:2.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Sales
Graduate
Proficient
1
North York, ON M3C 2K5, Canada