Account Manager

April 28 2020
Industries Consulting services
Categories Accounting, Finance, Accounting, Finance, Consulting Services, Sales, Business development, Sales, Business Development, Trading, Asset management
Toronto, ON

OTT is a financial technology company focused on smart payments, digital wallets, online securities investments, and fund management services. Our goal is to provide a one-stop financial services platform for a wide range of different clients, across multiple segments.

We welcome innovators and dreamers who love the online space and the opportunities it creates for business and consumers alike. Our goal is to the harness the power of capital markets to provide better technologies that lead to better products and better lives for our customers. This naturally leads us on a journey to making OTT a public company and we look forward to working alongside you to achieve your personal dreams and our common success!

Our companies that provide financial services are licensed by IIROC, FINTRAC, OSC, BCSC and AMF. We are also a partner of China UnionPay, WeChat, and AliPay in Canada. Our services are used by over 5,000 merchants including major shopping malls, large retailers, and tourist attractions across Canada, as well as e-commerce platforms globally.

The securities division of OTT Financial Group is a member of the Investment Industry Regulatory Organization of Canada and multiple provincial security commissions acting as discount broker and portfolio/fund manager. We are also a member of Canadian Investor Protection Fund (CIPF). Professional financial experts from all over the world have come together with our fintech team to create a connected financial services ecosystem. Innovators and dreamers are welcome to join us to achieve our common success and vision.

We are looking for experienced Account Managers to support our business growth in Toronto. 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 satisfy clients.


  • Develop clients through networking, seminars, and referrals
  • Understand the needs of clients and build trusted relationships with them
  • Promote the company's financial products & services to address clients’ needs
  • Work with internal teams to identify and recommend cross-sell opportunities
  • Drive revenue growth by acquiring new clients, closing sales and meeting targets
  • Prepare weekly, monthly and ad-hoc reports to the management team
  • Represent the company in a professional manner and adhere to a proper work ethic
  • Perform other duties as assigned or requested


  • 2+ years of experience in a customer-facing, sales or client relationship building role
  • Exceptional focus on customer service
  • Working experience in financial services sectors preferred
  • Post-secondary education or equivalent
  • Self-motivated, resourceful, entrepreneurial and relationship-focused.
  • Exceptional interpersonal skills and ability to interact with all personality types
  • Excellent communication and presentation skills
  • Strong attention to details and solid problem-solving skills
  • Mandarin proficiency is ma definite asset in order to service our Mandarin speaking clients

You will be part of a highly collaborative, growing, and developing team that is critical to meeting our strategic goals within a highly engaged, productive, and innovative environment.

We provide a comprehensive compensation package and a variety of opportunities for you to grow in 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.

Apply now! network