- 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
- 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.
- CPA & CFP Designation
- 5+ years post designation experience
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Store Manager
6 days ago
Cole Haan Niagara-on-the-Lake, CanadaDirects and controls all in-store activities to achieve sales and profitability targets, and to ensure long-term business growth in accordance with company philosophy and established policies and procedures. The store manager will set the strategic direction of their store locati ...
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Store Manager
6 days ago
Cole Haan Niagara-on-the-Lake, Canada**Responsibilities** · - Develop business strategies to raise our customers' pool, expand store traffic and optimize profitability · - Meet sales goals by training, motivating, mentoring and providing feedback to sales staff · - Ensure high levels of customers satisfaction throug ...
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Account Manager
1 day ago
Aforce solutions Niagara-on-the-Lake, CanadaRole : Sr. Account Manager & Certified Finc. Planner · Location : Niagara, Ontario · **Job Highlights**: · **Skills - Must Have**: · Canadian CPA designation 5+ years of experience in cash flow management, tax and estate planning and investments Experience in leading audit and cl ...
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Production Manager
5 days ago
Closets by Design Niagara Niagara-on-the-Lake, Canada**Production Manager** · **Closets by Design is a nationally recognized leader in home organizing systems. We design, manufacture, and install a complete line of custom closets, home office furniture, media systems, wall-beds, garage cabinetry and more.** · Job Responsibilities: ...
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Store Manager
1 week ago
Real Fruit Bubble Tea Inc. Niagara-on-the-Lake, Canada**Work Location(s) **:Outlet Connection (OCN) Niagara on the lake · - **Are you passionate about bubble tea businesses?**_ · - **Are you someone who always thrives to grow and accomplish more?**_ · - **If yes, join us today**_ · - **If not now, when?**_ · - **If not me, who?**_ · ...
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Store Manager
6 days ago
Steve Madden Niagara-on-the-Lake, Canada**Reports To**: District Manager · **As Title**:Store Manager · **the General Manager, **you'll lead a team to deliver a profitable store business plan**. You're responsible for bringing the brand to life for our customers and ensuring our store achieves all key metrics and is me ...
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Tour Manager
1 day ago
Pedal Pub Niagara on the Lake Niagara-on-the-Lake, CanadaWelcome to the 43 North group. We are proud to be one of the largest hospitality employers in the Niagara region. We manage a variety of culinary experiences from full-service dining to a quick-service meal, including; corporate events, on and off-site catering as well as tours. ...
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Website Manager
3 days ago
BY's Honey Farm Niagara-on-the-Lake, CanadaExcellent commiunication skills · - Ability to think creatively and innovatively · - Familiarity with the latest trends, technologies and methodologies in graphic design, web design, production... · - Management of content for social media pages · - Coding and familiarity with Wo ...
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Maintenance Manager
1 week ago
Lactalis Canada Niagara-on-the-Lake, Canada**Job Title**: Maintenance Manager · **Location**: 461 Stewart Rd, Niagara-on-the-Lake, ON L0S 1J0 · **About Us**: · Welcome to Lactalis Canada - where we take pride in being recognized as one of Forbes' 2022 top employers Our journey revolves around enhancing the lives of Canadi ...
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Assistant Manager
4 hours ago
COWS Inc. Niagara-on-the-Lake, CanadaEducation: No degree, certificate or diploma · - Experience: Experience an asset · **Work setting**: · - Food service establishment · **Tasks**: · - Manage staff and assign duties · - Develop and implement marketing strategies · - Determine staffing requirements · - Resolve probl ...
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Assistant Store Manager
1 week ago
PVH Niagara-on-the-Lake, Canada Full time**COME FIND THE PERFECT FIT & JOIN AN ICONIC BRAND** · - With more than 50 retail locations across the country, Tommy Hilfiger Canada's continued growth can be attributed to the commitment and dedication of our employees since we first entered the Canadian market in 1989. At Tomm ...
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Manager, Equipment A/r
1 week ago
Henry Schein Niagara-on-the-Lake, Canada**Manager, Equipment A/R** · **(** · **Job Number**: · **19351** · **)** · **Description** · **Manager, Equipment Accounts Receivable (AR)** · **(HYBRID)** · **St. Catharines** · **Henry Schein Global Is A Health Solutions Company Powered by A Network of People and Technology** · ...
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Associate Store Manager
1 week ago
PVH Niagara-on-the-Lake, Canada Full timeASSOCIATE MANAGER · **REPORTS TO**:General or Store Manager · **SUMMARY**:Responsible for the overall performance of the store and assists Store or General Manager with generating sales potential, recruiting and developing staff, maintaining store appearance, and controlling expe ...
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Assistant Store Manager
1 day ago
GUESS?. INC. Niagara-on-the-Lake, CanadaAssistant Store Manager · The Outlet Collection Niagara - GUESS Factory · Reports to: Store Manager · Supervises: Assists management with all sales associates, desk associates, stock associates · Position Overview · The assistant manager is responsible for overseeing the customer ...
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Retail Store Manager
6 days ago
Walking On A Cloud Niagara-on-the-Lake, CanadaWe are looking for an enthusiastic and driven individual to join our growing management team. We are currently looking for a **Store Manager **for our **Niagara-on-the · - Lake Outlet **store. · Store Manager's responsibilities include but are not limited to such functions as: sc ...
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Temporary Store Manager
1 week ago
PVH Niagara-on-the-Lake, Canada Full timeSTORE MANAGER · **REPORTS TO**:Market, Area or District Manager · SUMMARY: · Responsible for the overall performance of the store, generating sales performance, recruiting and developing staff, maintaining store appearance, controlling expenses and shortages. May also have a dual ...
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Wedding and Events Manager
1 week ago
White Oaks Conference Resort & Spa Niagara-on-the-Lake, CanadaMinimum of 4 years Food & Beverage experience required · - Hospitality and Tourism and/or Event Management education considered an asset · - Minimum of 2 years Event Planning or Coordinating experience considered an asset · - Strong organizational, detail management and multi-tas ...
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Group Sales Manager
1 week ago
Bass Pro Shops Niagara-on-the-Lake, Canada**Position summary**: · Supervises the Boat Sales Department within the store to include merchandise presentation, inventory control, pricing, sales enhancements, staff selection and development and customer service activities. · **Position responsibilities**: · - Supports a stro ...
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Assistant Store Manager
1 day ago
Real Fruit Bubble Tea Niagara-on-the-Lake, CanadaStore Location: Outlet Collection Niagara · **Full Time** - with opportunities for raises dependent on performance · Duties and Responsibilities: · - Processing and handling cash/card transactions · - Providing an excellent customer experience · - Producing a quality product for ...
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Manager, Contact Center
4 hours ago
Andrew Peller Limited Niagara-on-the-Lake, Canada**_#BeExtraordinary_** · - At Andrew Peller Limited (APL), we deliver the perfect brand experience for every lifestyle, occasion, and generation. Through collaboration, open communication, honesty, drive to win, and accountability, _**_we inspire teammates to be extraordinary eve ...
Sr. Manager - Niagara-on-the-Lake, Canada - Jobgenix
Description
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:
Overall of Responsibilities:
What the successful Candidate will have: