Manager & Certified Finc. Planner
3 weeks ago
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
Must have CPA with 4+ years domestic experience 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
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