Sr. Manager

4 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 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

    4 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

    4 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...

  • Area Manager

    6 days 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

    3 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

    3 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

    3 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...

  • Sr. Manager

    4 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...

  • HR & Payroll Administrator

    4 weeks ago

    Niagara Falls, Canada Spring Living Full time

    **SPRING LIVING OVERVIEW** Spring Living Retirement Communities (springliving.ca) owns and operates 14 retirement communities in Ontario and Quebec and has an ambitious strategy to continue to grow the portfolio through acquisition of mid-market retirement residences across Canada over the next 3-5 years. Spring Living’s mission is to create warm,...

  • Senior Accountant

    4 days ago

    Smiths Falls, Canada Drake International Full time

    Accountant Sr. - ManufacturingOur client is a leader in building innovative solutions in the Cooling Engineered Air Movement in the manufacturing industry. With its high attention to detail for products that are durable, maintenance free, energy efficient, and unparalleled in performance.As a Sr. Accountant, you will contribute to the financial success and...

  • Senior Accountant

    2 days ago

    Smiths Falls, Canada Drake International Full time

    Accountant Sr. - ManufacturingOur client is a leader in building innovative solutions in the Cooling Engineered Air Movement in the manufacturing industry. With its high attention to detail for products that are durable, maintenance free, energy efficient, and unparalleled in performance.As a Sr. Accountant, you will contribute to the financial success and...

  • Senior Accountant

    3 days ago

    Smiths Falls, Canada Drake International Full time

    Accountant Sr. - ManufacturingOur client is a leader in building innovative solutions in the Cooling Engineered Air Movement in the manufacturing industry. With its high attention to detail for products that are durable, maintenance free, energy efficient, and unparalleled in performance.As a Sr. Accountant, you will contribute to the financial success and...

  • Senior Accountant

    2 days ago

    Smiths Falls, Canada Drake International Full time

    Accountant Sr. - ManufacturingOur client is a leader in building innovative solutions in the Cooling Engineered Air Movement in the manufacturing industry. With its high attention to detail for products that are durable, maintenance free, energy efficient, and unparalleled in performance.As a Sr. Accountant, you will contribute to the financial success and...

  • Comp 23-479 - Casual / Supply Secretaries - Central Region

    5 days ago

    Iroquois Falls A, Canada District School Board Ontario North East Full time

    Casual /Supply Secretaries - Central Region Comp.23-479Central Region (Timmins, Schumacher, South Porcupine)Bertha Shaw Public School Golden Avenue Public SchoolPinecrest Public School R. Ross Beattie Sr. Public SchoolRoland Michener Sec. School Roland Michener Sec. School - ElementarySchumacher Public School Timmins Centennial Public SchoolTimmins High &...

  • Comp 23-476 - Open Casual/Supply EA and ECE - Central Region

    5 days ago

    Iroquois Falls A, Canada District School Board Ontario North East Full time

    Casual /Supply Educational Assistants and Early Childhood Educators - Central Region Comp.23-476Central Region (Timmins, Schumacher, South Porcupine)Bertha Shaw Public School Golden Avenue Public SchoolPinecrest Public School R. Ross Beattie Sr. Public SchoolRoland Michener Sec. School Roland Michener Sec. School - ElementarySchumacher Public School Timmins...

  • Comp 23-473 - Casual Custodians - Central Region

    5 days ago

    Iroquois Falls A, Canada District School Board Ontario North East Full time

    Casual Custodians - Central Region Comp.23-473Closing Date: OngoingCentral Region (Timmins, Schumacher, South Porcupine)Bertha Shaw Public School Golden Avenue Public SchoolPinecrest Public School R. Ross Beattie Sr. Public SchoolRoland Michener Sec. School Roland Michener Sec. School - ElementarySchumacher Public School Timmins Centennial Public...