Job Description

Job Responsibilities:

• Recruit, develop, and lead a high-performing team, fostering a culture of excellence and innovation.
• Provide strategic vision and leadership to the company, guiding overall direction and growth.
• Oversee financial planning, budgeting, and resource allocation, ensuring the firm's financial health and profitability.
• Cultivate and maintain strong relationships with clients, understanding their financial needs, and ensuring exceptional service delivery.
• Drive business development initiatives, identifying new opportunities, and expanding the firm's client base.
• Assess and manage risks associated with financial operations, implementing strategies to mitigate potential challenges.
• Establish and monitor key performance indicators (KPIs), evaluating the firm's success and identifying areas for improvement.
• Oversee comprehensive financial reports, summarizing key metrics and achievements.
• Provide high-level financial advisory services to clients, including financial planning, investment management, retirement planning, tax strategies, insurance solutions, etc.
• Engage in negotiations with clients and partners, and manage contractual agreements effectively.

Eligibility Requirements:

• A bachelor’s degree or equivalent is typically the minimum educational requirement. 
• Prior experience of a minimum of 5 years or more is essential for this role. 
• Excellent verbal and written communication skills, including the ability to convey complex ideas clearly and concisely.
• The budgetary responsibility falls between $500,001 - $1,500,000. 
• Demonstrated ability to lead and inspire teams effectively, with a track record of achieving organizational goals.
• Strong strategic planning and problem-solving skills, capable of making critical decisions that drive business growth.
• Understanding of financial principles, budget management, and the ability to drive cost-effective operations.
• Skill in building, developing, and motivating a high-performing team that delivers results.
• Proficiency in resolving conflicts and handling difficult situations diplomatically.
• High ethical standards and integrity in all business dealings.

Location: Burlington, ON L7L 6W6

Salary: $67.10 hourly / 30 hours per week

Overtime:1.5 times gross pay after completion of 44 hours

Vacation Pay: 4% on every pay period

Job Type: Permanent employment 

Number of vacancies: 1

Please send your application to the provided email address.

workat@fiscalfinancial.ca