Sr. Manager & Certified Finc. PlannerAccounting | Niagara, Ontario | $130k - $150k
Skills - Must Have:
- Canadian CPA designation
- 5+ years of experience in cash flow management, tax and estate planning and investments
- Experience in leading audit and client engagements, budget and resource needs
- Must have experience at a CPA firm in Canada
What we offer all of our employees:
- Competitive compensation and benefits package
- Professional development, learning, and growth support
About this Job:The Sr. Account Manager & Certified Financial Planner (CFP) is to be a self motivated and results driven individual who is adept at problem solving, decision making, establishing strong working relationships, and excellent administrative and communication skills; is curious, motivated to make things better, purposely present a personality relaxed and calm in demeanor.
Essential Success Factors:
- Be a forward thinker with the ability to adjust to the changing requirements of the position
- Actively participate with the team, fostering the vision and mission of the Firm
- Provide superior service to clients and colleagues
- Express and transmit information with consistency and clarity
- Be able to use sound reasoning when faced with various issues
- Focus on results and desired outcomes and how best to achieve them in order to complete tasks
- Work cooperatively and effectively with others to reach a common goal
Overall of Responsibilities:
- Ability to think strategically, thrive in a dynamic client focused environment, and create a strong team environment with a sense of excellence
- Always maintain a high standard of ethics, professionalism, confidentiality, tact, diplomacy and sensitivity to portray the Firm in a positive manner
- Effective verbal and written skills to communicate clearly with clients and team members
- Identifies client’s life and financial goals, provides comprehensive reviews, and builds long-term relationships.
- Engages with prospects to proactively build a sales pipeline and develop marketing plans to promote value-added advice-based financial services.
- Planning and leading teams, including but not limited to audit teams, meetings, client engagements and fieldwork assignments, including budget and resource needs
- Extensive knowledge of competitive offerings, market trends, economic conditions and the regulatory environment.
- Conducts regular reviews of client investment plans and identifies additional asset-gathering opportunities.
- Attends client meetings, answers inquiries and manages relationships to ensure expectations are met and/or exceeded.
- Experienced in investments, retirement planning, cash flow management, tax planning and estate planning.
- Participates in events to create brand awareness and develop, maintain, and cultivate community contacts to enhance agency visibility and maximise new business opportunities.
What the successful Candidate will have:
- CPA & CFP Designation
- 5+ years post designation experience
