account manager

at  OTT Financial Inc

North York, ON M3C 2K5, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate16 Apr, 2025USD 29 Hourly16 Jan, 20251 year(s) or aboveGood communication skillsNoNo
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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