Job Description

Job Description:

We are seeking a Senior Account Manager & Certified Financial Planner (CFP) who is both self-motivated and results-driven. The ideal candidate excels in problem-solving, decision-making, and building robust working relationships. A curious and improvement-oriented individual with a calm and composed personality would fit perfectly into this role.

Essential Success Factors:

Adaptability to evolving job requirements and a proactive approach to challenges.
Active contribution to our team, upholding the vision and mission.
Commitment to providing superior service to both clients and colleagues.
Consistent and clear communication, coupled with logical problem-solving skills.
Results-oriented focus, with an emphasis on achieving objectives efficiently.
Ability to collaborate effectively to reach common goals.

Key Responsibilities:

Strategize and excel in a dynamic, client-centered environment while fostering a strong team ethos.
Uphold the highest standards of ethics, professionalism, and confidentiality.
Utilize effective communication skills to engage with clients and team members clearly.
Develop and maintain long-term client relationships by understanding their life and financial goals.
Proactively build a sales pipeline through engaging marketing plans and value-added financial services.
Lead and plan teams for audits, client engagements, and fieldwork, ensuring optimal resource allocation.
Stay informed on market trends, economic conditions, and regulatory changes to provide top-notch advice.
Regularly review client investment plans, seeking opportunities to gather additional assets.
Participate in community events to enhance brand visibility and cultivate new business opportunities.

Requirements

What the Successful Candidate Will Have:

CPA & CFP Designation.
At least 5 years of post-designation experience in a related field.

Benefits

Position Details:

Full-time role, managing a team of 6 professionals.
Based in Niagara, in our head-office.
Competitive salary range: $130,000 to $150,000.

About Us:

Join a team recognized as one of Niagara’s top employers, known for our dedication to honesty, integrity, and accountability for over 80 years. Our firm is growth-oriented, client-focused, and deeply committed to the community's success. Our professionals are trusted partners, offering innovative solutions to meet a wide range of accounting needs.

Culture, Perks, and Benefits:

A competitive compensation and benefits package.
Opportunities for professional development and career growth.

Embark on a journey where your expertise in financial planning and account management can significantly impact our growth and the success of our clients. Apply now to become a key player in a team that values innovation and forward-thinking.

Job Types: Full-time, Permanent

Pay: $130,000.00-$150,000.00 per year

Benefits: