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Sr. Manager & Certified Finc. Planner
Location:
Niagra
Description:
The Senior Account Manager and Certified Financial Planner (CFP) is a self-motivated and results-driven individual who excels at problem-solving, decision-making, building strong working relationships, and possesses excellent administrative and communication skills.The ideal candidate is curious, motivated to improve, and presents themselves with a relaxed and calm demeanor.Key Success Factors:- Ability to think ahead and adapt to changing job requirements.- Actively participate with the team in fostering the company's vision and mission.- Provide exceptional service to clients and colleagues.- Consistently express and communicate information with clarity.- Use sound reasoning when faced with various issues.- Maintain focus on achieving desired results and outcomes.- Effectively collaborate with others to achieve common goals. Responsibilities:- Think strategically, thrive in a dynamic client-focused environment, and foster a strong team environment.- Maintain a high standard of ethics, professionalism, confidentiality, tact, diplomacy, and sensitivity to represent the company positively.- Communicate clearly with clients and team members.- Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships.- Proactively engage with prospects to build a sales pipeline and develop marketing plans to promote value-added advice-based financial services.- Plan and lead teams, including audit teams, meetings, client engagements, and fieldwork assignments, including budget and resource needs.- Possess extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.- Regularly review client investment plans and identify additional asset-gathering opportunities.- Attend client meetings, answer inquiries, and manage relationships to ensure expectations are met or exceeded.- Possess experience in investments, retirement planning, cash flow management, tax planning, and estate planning. - Participate in events to create brand awareness and develop, maintain, and cultivate community contacts to enhance agency visibility and maximize new business opportunities.Qualifications:- CPA and CFP Designation.- 5+ years of post-designation experience. Powered by JazzHR
Company:
77 Consultants
Posted:
April 3 on The Resumator
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More About this Listing: Sr. Manager & Certified Finc. Planner
Sr. Manager & Certified Finc. Planner is a Executive Manager Job at 77 Consultants located in Canada. Find other listings like Sr. Manager & Certified Finc. Planner by searching Oodle for Executive Manager Jobs.
Sr. Manager & Certified Finc. Planner is a Executive Manager Job at 77 Consultants located in Canada. Find other listings like Sr. Manager & Certified Finc. Planner by searching Oodle for Executive Manager Jobs.