Senior Manager Certified Financial Planner

OpportunityOverview :

Weare seeking a Senior Account Manager & Certified FinancialPlanner (CFP) who is both selfmotivated and resultsdriven. Theideal candidate excels in problemsolving decisionmaking andbuilding robust working relationships.

A curious andimprovementoriented individual with a calm and composed personalitywould fit perfectly into thisrole.

EssentialSuccessFactors :

• Adaptabilityto evolving job requirements and a proactive approach tochallenges.
• Activecontribution to our team upholding the vision andmission.
• Commitmentto providing superior service to both clients andcolleagues.
• Consistentand clear communication coupled with logical problemsolvingskills.
• Resultsorientedfocus with an emphasis on achieving objectivesefficiently.
• Abilityto collaborate effectively to reach commongoals.

KeyResponsibilities :

• Strategizeand excel in a dynamic clientcentered environment while fostering astrong teamethos.
• Upholdthe highest standards of ethics professionalism andconfidentiality.
• Utilizeeffective communication skills to engage with clients and teammembersclearly.
• Developand maintain longterm client relationships by understanding theirlife and financialgoals.
• Proactivelybuild a sales pipeline through engaging marketing plans andvalueadded financialservices.
• Leadand plan teams for audits client engagements and fieldwork ensuringoptimal resourceallocation.
• Stayinformed on market trends economic conditions and regulatorychanges to provide topnotchadvice.
• Regularlyreview client investment plans seeking opportunities to gatheradditionalassets.
• Participatein community events to enhance brand visibility and cultivate newbusinessopportunities.

Requirements

Whatthe Successful Candidate WillHave :

• CPA& CFPDesignation.
• Atleast 5 years of postdesignation experience in a relatedfield.

Benefits

PositionDetails :

• Fulltimerole managing a team of 6professionals.
• Basedin Niagara in ourheadoffice.
• Competitivesalary range : $130000 to$150000.

AboutUs :

Joina team recognized as one of Niagara s top employers known for ourdedication to honesty integrity and accountability for over 80years.

Our firm is growthoriented clientfocused and deeplycommitted to the communitys success. Our professionals are trustedpartners offering innovative solutions to meet a wide range ofaccountingneeds.

CulturePerks andBenefits :

• Acompetitive compensation and benefitspackage.
• Opportunitiesfor professional development and careergrowth.

Embarkon a journey where your expertise in financial planning and accountmanagement can significantly impact our growth and the success ofour clients.

Apply now to become a key player in a team that valuesinnovation andforwardthinking.

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