Sr. Manager & Certified Finc. Planner
Niagra, ON, Canada
Full Time
Senior Manager/Supervisor
The Senior Account Manager and Certified Financial Planner (CFP) is a self-motivated and results-driven individual who excels at problem-solving, decision-making, building strong working relationships, and possesses excellent administrative and communication skills.
The ideal candidate is curious, motivated to improve, and presents themselves with a relaxed and calm demeanor.
Key Success Factors:
- Ability to think ahead and adapt to changing job requirements.
- Actively participate with the team in fostering the company's vision and mission.
- Provide exceptional service to clients and colleagues.
- Consistently express and communicate information with clarity.
- Use sound reasoning when faced with various issues.
- Maintain focus on achieving desired results and outcomes.
- Effectively collaborate with others to achieve common goals. Responsibilities:
- Think strategically, thrive in a dynamic client-focused environment, and foster a strong team environment.
- Maintain a high standard of ethics, professionalism, confidentiality, tact, diplomacy, and sensitivity to represent the company positively.
- Communicate clearly with clients and team members.
- Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships.
- Proactively engage with prospects to build a sales pipeline and develop marketing plans to promote value
-added advice-based financial services.
- Plan and lead teams, including audit teams, meetings, client engagements, and fieldwork assignments, including budget and resource needs.
- Possess extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Regularly review client investment plans and identify additional asset-gathering opportunities.
- Attend client meetings, answer inquiries, and manage relationships to ensure expectations are met or exceeded.
- Possess experience in investments, retirement planning, cash flow management, tax planning, and estate planning. - Participate in events to create brand awareness and develop, maintain, and cultivate community contacts to enhance agency visibility and maximize new business opportunities.
Qualifications:
- CPA and CFP Designation.
- 5+ years of post-designation experience.
The ideal candidate is curious, motivated to improve, and presents themselves with a relaxed and calm demeanor.
Key Success Factors:
- Ability to think ahead and adapt to changing job requirements.
- Actively participate with the team in fostering the company's vision and mission.
- Provide exceptional service to clients and colleagues.
- Consistently express and communicate information with clarity.
- Use sound reasoning when faced with various issues.
- Maintain focus on achieving desired results and outcomes.
- Effectively collaborate with others to achieve common goals. Responsibilities:
- Think strategically, thrive in a dynamic client-focused environment, and foster a strong team environment.
- Maintain a high standard of ethics, professionalism, confidentiality, tact, diplomacy, and sensitivity to represent the company positively.
- Communicate clearly with clients and team members.
- Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships.
- Proactively engage with prospects to build a sales pipeline and develop marketing plans to promote value
-added advice-based financial services.
- Plan and lead teams, including audit teams, meetings, client engagements, and fieldwork assignments, including budget and resource needs.
- Possess extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Regularly review client investment plans and identify additional asset-gathering opportunities.
- Attend client meetings, answer inquiries, and manage relationships to ensure expectations are met or exceeded.
- Possess experience in investments, retirement planning, cash flow management, tax planning, and estate planning. - Participate in events to create brand awareness and develop, maintain, and cultivate community contacts to enhance agency visibility and maximize new business opportunities.
Qualifications:
- CPA and CFP Designation.
- 5+ years of post-designation experience.
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