Financial Services Manager

2 months ago

Ottawa, Ontario, Canada MNP Full time

About MNP

MNP is a leading national accounting, tax, and business advisory firm in Canada. We are a proud Canadian company that provides business strategies and solutions to our clients.

Job Details

Description

We are seeking a Manager of Assurance and Accounting Services to join our team. As a trusted advisor, you will provide comprehensive, tailored financial information to our clients, enabling them to make informed decisions with confidence.

Responsibilities

  • Lead client-facing engagement teams to complete compliance tax engagements, budgeting, internal controls, and financial/accounting transactions.
  • Deliver industry and technical expertise in assurance through client interactions, reports, technical work, management presentations, and high-quality deliverables.
  • Manage a portfolio of clients, understanding their business, key risks, and ways to deliver added value, ensuring clients' needs are met and relationships and accounts grow and develop.
  • Accountable for engagement planning and scheduling, as well as project financials (i.e., budgets, WIPS, timely billing, collection, variance recognition).
  • Maintain quality control and apply specialized knowledge to anticipate, identify, and address issues relevant to the client's business, financial entries, and reports.
  • Network in the local business community, consider business development opportunities, and contribute to the preparation and delivery of competitive proposals to meet client needs.
  • Mentor, motivate, and coach team members towards professional and personal development by setting clear expectations, providing feedback, and conducting performance reviews.
  • Maintain flexibility to travel, as necessary.

Skills and Experience

  • CPA designation considered an asset.
  • 4 to 6 years of relevant public accounting experience.
  • Strong understanding of business, accounting, management, and practice development principles.
  • Proven people management, relationship building, and leadership skills.

  • Financial Services Professional

    3 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    We are seeking a Financial Services Professional to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.The Financial Services Professional identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor....

  • Financial Services Professional

    3 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    We are seeking a skilled Financial Services Professional to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.The ideal candidate will identify member life stage cycle and provide solutions to financial needs, and/or refer members to an appropriate advisor. This...

  • Financial Services Professional

    1 month ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...

  • Financial Services Professional

    1 month ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...

  • Financial Services Consultant

    4 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    {"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients and help them achieve their financial goals. Key Responsibilities: Develop and maintain strong relationships with clients through...

  • Financial Services Consultant

    4 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    {"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients and help them achieve their financial goals. Key Responsibilities: Develop and maintain strong relationships with clients through...

  • Financial Services Professional

    3 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...

  • Financial Services Professional

    3 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...

  • Senior Financial Services Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    We are seeking a Senior Financial Services Specialist to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Services Specialist identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate...

  • Financial Services Consultant

    3 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    {"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients, understand their financial goals and objectives, and provide tailored solutions to meet their needs. As a Financial Consultant, you...

  • Financial Services Consultant

    3 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    {"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients, understand their financial goals and objectives, and provide tailored solutions to meet their needs. As a Financial Consultant, you...

  • Senior Financial Relationship Manager

    2 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    Build a successful career with MD Financial Management as a Senior Financial Relationship Manager. In this role, you will be responsible for building strong relationships with our clients, understanding their financial goals and objectives, and providing tailored investment solutions to meet their needs.Key Responsibilities:Develop and maintain strong...

  • Financial Services Consultant

    4 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    {"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients, understand their financial goals and objectives, and provide tailored solutions to meet their needs. As a Financial Consultant, you...

  • Financial Services Consultant

    4 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    {"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients, understand their financial goals and objectives, and provide tailored solutions to meet their needs. As a Financial Consultant, you...

  • Senior Financial Relationship Manager

    3 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    Are you a relationship builder with a passion for financial services?In this role, you will be responsible for building and maintaining strong relationships with our MD Financial Management clients. You will work closely with clients to understand their financial goals and objectives, and provide tailored solutions to meet their needs.Key responsibilities...

  • Financial Services Consultant

    4 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    {"title": "Financial Consultant Role", "description": "Are you looking for a challenging role that combines financial expertise with exceptional client service? In this role, you will build strong relationships with our MD clients by actively listening to their needs and providing tailored solutions. You will promote our products and services, identify new...