Senior Manager & Certified Financial Planner

Job Description

Opportunity Overview :

We are seeking a Senior Account Manager & Certified Financial Planner (CFP) who is both self-motivated and results-driven.

The ideal candidate excels in problem-solving, decision-making, and building robust working relationships. A curious and improvement-oriented individual with a calm and composed personality would fit perfectly into this role.

Essential Success Factors :

• Adaptability to evolving job requirements and a proactive approach to challenges.
• Active contribution to our team, upholding the vision and mission.
• Commitment to providing superior service to both clients and colleagues.
• Consistent and clear communication, coupled with logical problem-solving skills.
• Results-oriented focus, with an emphasis on achieving objectives efficiently.
• Ability to collaborate effectively to reach common goals.

Key Responsibilities :

• Strategize and excel in a dynamic, client-centered environment while fostering a strong team ethos.
• Uphold the highest standards of ethics, professionalism, and confidentiality.
• Utilize effective communication skills to engage with clients and team members clearly.
• Develop and maintain long-term client relationships by understanding their life and financial goals.
• Proactively build a sales pipeline through engaging marketing plans and value-added financial services.
• Lead and plan teams for audits, client engagements, and fieldwork, ensuring optimal resource allocation.
• Stay informed on market trends, economic conditions, and regulatory changes to provide top-notch advice.
• Regularly review client investment plans, seeking opportunities to gather additional assets.
• Participate in community events to enhance brand visibility and cultivate new business opportunities.

Requirements

What the Successful Candidate Will Have :

• CPA & CFP Designation.
• At least 5 years of post-designation experience in a related field.

Benefits

Position Details :

• Full-time role, managing a team of 6 professionals.
• Based in Niagara, in our head-office.
• Competitive salary range : $130,000 to $150,000.

About Us :

Join a team recognized as one of Niagara’s top employers, known for our dedication to honesty, integrity, and accountability for over 80 years.

Our firm is growth-oriented, client-focused, and deeply committed to the community's success. Our professionals are trusted partners, offering innovative solutions to meet a wide range of accounting needs.

Culture, Perks, and Benefits :

• A competitive compensation and benefits package.
• Opportunities for professional development and career growth.

Embark on a journey where your expertise in financial planning and account management can significantly impact our growth and the success of our clients.

Apply now to become a key player in a team that values innovation and forward-thinking.

Requirements

CPA & CFP Designation. At least 5 years of post-designation experience in a related field.