account manager at OTT Financial Inc
North York, ON M3C 2K5, Canada -
Full Time


Start Date

Immediate

Expiry Date

13 Nov, 25

Salary

29.5

Posted On

13 Aug, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

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
Loading...