Sr. Manager

3 weeks ago

NiagaraontheLake, 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 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 maximize new business opportunities.

What the successful Candidate will have:

  • CPA & CFP Designation
  • 5+ years post designation experience

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