OTT Financial Group is the parent organization of a group of financial services and investment ... Manage inbound/outbound calls in a timely, friendly and effective manner * Provide quality services ...
OTT Financial Group is the parent organization of a group of financial services and investment ... Manage inbound/outbound calls in a timely, friendly and effective manner * Provide quality services ...
Salary: OTT Financial Group is the parent organization of a group of financial services and ... Manage inbound/outbound calls in a timely, friendly and effective manner * Provide quality services ...
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Salary: OTT Financial Group is the parent organization of a group of financial services and ... Manage inbound/outbound calls in a timely, friendly and effective manner * Provide quality services ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
Financial Service Manager information
What does a financial services manager do?
A financial services manager oversees financial operations within a bank, investment firm, or financial institution. They develop financial strategies, manage client relationships, ensure compliance with regulations, and use financial software to analyze data and prepare reports. Strong leadership, communication skills, and relevant certifications like the CFA or CFP are often required.
What is the difference between Financial Service Manager vs Financial Advisor?
| Aspect | Financial Service Manager | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often preferred | CFP, ChFC, or similar certifications often required |
| Work Environment | Financial institutions, banks, or corporate finance departments | Individual clients, wealth management firms, or financial planning firms |
| Employer & Industry Usage | Used in banking, investment firms, and corporate finance | Commonly found in financial planning, wealth management, and independent advisory firms |
The main difference is that a Financial Service Manager oversees financial operations and manages teams within institutions, focusing on internal processes. In contrast, a Financial Advisor works directly with clients to develop personalized financial plans. Both roles require relevant certifications and operate within the financial industry, but their daily responsibilities and client interaction levels differ.
What are the most commonly searched types of Financial Service jobs in Quebec? The most popular types of Financial Service jobs in Quebec are:
What cities in Quebec are hiring for Financial Service Manager jobs? Cities in Quebec with the most Financial Service Manager job openings:
Full-time
Posted 20 days ago
Job description
OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management.
We are ambitious, results-focused, and forward-looking. At OTT, you'll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries. Tackling business challenges in a collaborative and innovative environment, you'll be encouraged to be your best self and make a meaningful impact.
We are looking for experienced Financial Service Representative (FSR) to support our business growth in Quebec. The primary responsibility is to develop the client base, identify clients' needs, and promote company's products and services. This role also involves working with internal teams to ensure a coordinated approach to make clients satisfied.
Responsibilities:
Create a customer-oriented culture where customers are respected including welcoming customers with greetings and providing walk-in customers with tea/coffee/water
Manage inbound/outbound calls in a timely, friendly and effective manner
Provide quality services to clients over the phone, through the Internet and/or face to face
Perform customer verification in accordance with requirements and policies
Identify and assess customers' needs to reach solutions and achieve satisfaction
Keep records of communication with customers and records of transactions
Communicate and coordinate with internal departments when necessary
Build sustainable relationships with customers through trust and communication
Attend training sessions to improve knowledge and performance, such as the regulations and guidelines issued by FINTRAC as well as OTT's internal policies
Ensure accuracy and effectiveness in using OTT's business processing systems
Meet personal/team qualitative and quantitative targets
Maintain a cleaning work environment
Achieve a score no less than 90% in each of the ongoing training assessments
Requirements:
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond to different types of circumstances
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Mandarin proficiency is mandatory in order to service our Mandarin speaking clients
We provide acomprehensive compensation packageand avariety ofopportunities for you to growin a dynamic, collaborative, progressive, and high-performing team.Apply now to unleash your full potential.
We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.
Accommodations for job applicants with disabilities are available upon request.
About OTT Financial Group
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