Hybrid Wealth Advisor: Portfolio Growth
4 weeks ago
A local financial institution in Winnipeg seeks a Financial Advisor to manage investment portfolios and provide tailored financial advice. The role includes collaborating with retail branches and utilizing planning tools to assist members in their financial journeys. Candidates should have a post-secondary degree and a mutual fund license, with three years of retail sales experience preferred. This position offers a competitive compensation package and a hybrid work environment.
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Hybrid Wealth Advisor: Portfolio Growth
4 weeks ago
Winnipeg, Canada Cambrian Credit Union Full timeA local financial institution in Winnipeg seeks a Financial Advisor to manage investment portfolios and provide tailored financial advice. The role includes collaborating with retail branches and utilizing planning tools to assist members in their financial journeys. Candidates should have a post-secondary degree and a mutual fund license, with three years...
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Wealth Advisor for UHNW Clients
3 weeks ago
Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada NW Strategic Private Wealth Management Group Full timeA private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...
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Head of Sales
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...
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Advisor, IG Wealth Connect
5 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full time $60,000 - $120,000 per yearLocation: Calgary, Gatineau, Moncton, Montréal, Ottawa, Toronto, Vancouver, WinnipegDivision: Financial ServicesIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management...
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Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time $50,000 - $80,000 per yearWealth Management AssociateLocation: This position will be based out of our Winnipeg office.About Wellington-AltusFounded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor...
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Wealth Advisor
4 weeks ago
Winnipeg, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeJoin to apply for the Wealth Advisor role at Connor, Clark & Lunn Private Capital Ltd. (CC&L)Join to apply for the Wealth Advisor role at Connor, Clark & Lunn Private Capital Ltd. (CC&L)Connor, Clark & Lunn Private Capital Ltd.Winnipeg, MBBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of...
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Wealth Advisor
4 weeks ago
Winnipeg, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeJoin to apply for the Wealth Advisor role at Connor, Clark & Lunn Private Capital Ltd. (CC&L)Join to apply for the Wealth Advisor role at Connor, Clark & Lunn Private Capital Ltd. (CC&L)Connor, Clark & Lunn Private Capital Ltd.Winnipeg, MBBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of...
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Wealth Advisor
7 days ago
Winnipeg, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Winnipeg, MB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...
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Wealth Advisor
1 week ago
Winnipeg, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Winnipeg, MB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...
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Wealth Advisor- Charleswood Branch
3 days ago
Winnipeg, Canada Assiniboine Credit Union Full timeReporting to the Branch Manager, the Wealth Advisor contributes positively to the bottom line of ACU Wealth Management by playing a key role in providing financial advice and building relationships among our current and new Aviso Mutual Fund members. This position will be proactive in cross-selling new business to our current members, will be required to...