Sr. Manager

3 weeks ago

Niagara Falls ON, Canada RecruitNRefer Full time

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 clients 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.

#J-18808-Ljbffr

  • Sr. Manager

    3 weeks ago

    Niagara Falls, Canada RecruitNRefer Full time

    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...

  • Sr. Manager

    3 weeks ago

    Niagara Falls, Canada RecruitNRefer Full time

    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...

  • Sr. Manager

    3 weeks ago

    Niagara Falls, Canada RecruitNRefer Full time

    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...

  • Sr. Manager

    3 weeks ago

    Niagara Falls, Canada RecruitNRefer Full time

    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...

  • Manager & Certified Finc. Planner

    2 weeks ago

    Niagara Falls, Canada VGRECRUIT Full time

    Sr. Manager & Certified Finc. PlannerAccounting | Niagara, Ontario | $130k - $150kSkills - 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 CanadaWhat we offer all of our...

  • Sr. Account Manager

    4 weeks ago

    Toronto, ON, Canada Dentsu International Full time

    Our mission is to Drive Business Performance. We use data to create personalized and connected experiences that deliver transformative business outcomes. Our role is to ensure our clients meet their quantifiable business goals every day, consistently, in every market. We are entirely focused on delivering better business results through optimization,...

  • Manager & Certified Finc. Planner

    3 weeks ago

    Niagara Falls, Canada VGRECRUIT Full time

    Sr. Manager & Certified Finc. PlannerAccounting | Niagara, Ontario | $130k - $150kSkills - 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...

  • Manager & Certified Finc. Planner

    3 weeks ago

    Niagara Falls, Canada VGRECRUIT Full time

    Sr. Manager & Certified Finc. Planner Accounting | Niagara, Ontario | $130k - $150kSkills - 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...

  • Area Manager

    3 weeks ago

    Niagara Falls, Canada United Services Group Full time

    About Us We are an established Canadian facility, maintenance company. We provide a variety of services to large retail and commercial businesses nationally. We have a competitive compensation & benefits plan including health, dental and vision, and a pension plan after 1 year. Department Purpose/ Function The purpose of the Customer Experience & Retention...

  • Sr. Manager, Solution Pricing

    3 weeks ago

    Burlington, ON, Canada TransUnion Full time

    Sr. Manager, Solution Pricing page is loaded Sr. Manager, Solution Pricing Apply locations Burlington, Canada time type Full time posted on Posted 4 Days Ago job requisition id 19028208 TransUnion's Job Applicant Privacy Notice What We'll Bring: At TransUnion, we are dedicated to finding ways information can be used to help people make better...

  • Sr. Product Manager, 3P Canada

    3 weeks ago

    Toronto, ON, Canada Amazon Full time

    Job ID: 2589486 | Amazon.com.ca, ULC - A49 The Amazon Canada 3P team is looking for a talented, customer-obsessed Sr. Product Manager to help shape the future of our third-party marketplace. The Sr. Product Manager delivers complex projects from initiation through delivery. As the Product Manager, you will collaborate with technical and business team...

  • Sr. Manager

    3 weeks ago

    Niagara-on-the-Lake, Canada Jobgenix Full time

    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...

  • Temporary Area Manager

    3 weeks ago

    Niagara Falls, ON, Canada United Services Group Full time

    Saturday, April 27, 2024 We are an established Canadian facility, maintenance company. We provide a variety ofservices to large retail and commercial businesses nationally. We have a competitive compensation & benefits plan including health, dental andvision, and a pension plan after 1 year. The purpose of the Customer Experience & Retention Team is to...

  • Area Manager

    3 weeks ago

    Niagara Falls, ON, Canada United Services Group Full time

    Newfoundland and Labrador, Canada ● Niagara Falls, ON, Canada Req #47 Saturday, April 27, 2024 About Us We are an established Canadian facility, maintenance company. We provide a variety ofservices to large retail and commercial businesses nationally. We have a competitive compensation & benefits plan including health, dental andvision, and a pension...

  • Sr. Business Process

    7 days ago

    Toronto, ON, Canada EightSix Network Inc Full time

    Sr. Business Process & Client Experience Manager Part Time / Full Time Sr. Business Process & Client Experience Manager Senior Business Process & Client Experience Manager Location: Toronto, ON Making Trade Happen Coface is a team of 4,500 people of 78 nationalities across nearly 60 countries, all sharing a corporate culture across the world. Together,...

  • Internal Audit Opportunities- Managers

    3 weeks ago

    Toronto, ON, Canada Canadian Imperial Bank of Commerce Full time

    Internal Audit Opportunities- Managers & Sr. Managers page is loaded Internal Audit Opportunities- Managers & Sr. Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2240854 We’re building a relationship-oriented bank for the modern world. Please note that this posting is an opportunity for you to express...

  • Mulesoft Architect/Sr. Developer

    5 days ago

    Toronto, ON, Canada Cloud SynApps Inc. Full time

    Company Description Cloud SynApps Inc. is a Systems Integration firm that focuses on Cloud-based digital solutions built on Salesforce and its ecosystem partners. Role Description This is a full-time hybrid role for a Mulesoft Architect/Sr. Developer at Cloud SynApps Inc. located in Toronto, ON, with flexibility for some remote work. The Mulesoft...

  • Mulesoft Architect/Sr. Developer

    5 days ago

    Toronto, ON, Canada Cloud SynApps Inc. Full time

    Company Description Cloud SynApps Inc. is a Systems Integration firm that focuses on Cloud-based digital solutions built on Salesforce and its ecosystem partners. Role Description This is a full-time hybrid role for a Mulesoft Architect/Sr. Developer at Cloud SynApps Inc. located in Toronto, ON, with flexibility for some remote work. The Mulesoft...

  • Area Manager

    2 weeks ago

    Niagara Falls, Canada United Services Group Full time

    Newfoundland and Labrador, Canada ● Niagara Falls, ON, Canada Req #47 Saturday, April 27, 2024 About Us We are an established Canadian facility, maintenance company. We provide a variety ofservices to large retail and commercial businesses nationally. We have a competitive compensation & benefits plan including health, dental andvision, and a...

  • Area Manager

    2 weeks ago

    Niagara Falls, Canada United Services Group Full time

    Newfoundland and Labrador, Canada ● Niagara Falls, ON, Canada Req #47 Saturday, April 27, 2024 About Us We are an established Canadian facility, maintenance company. We provide a variety ofservices to large retail and commercial businesses nationally. We have a competitive compensation & benefits plan including health, dental andvision, and a...