Assistant to Financial Advisor

Job Overview: We are currently looking for a skilled and experienced Assistant Financial Advisor to join our team. As an Assistant Financial Advisor, your primary responsibility would be to assist the firm's owner in providing comprehensive financial advice and guidance to our clients. Your role would involve helping our clients achieve their financial goals...

col-narrow-left  Job ID: 46571 Job Type: Full Time Category: Finance Educations: col-narrow-right  Posted: 2024-06-20 Location: Winnipeg, MB | Canada Job Views: 3 USD Negotiable col-wide  Job Description:Job information Job Description:Job information Financial Advisor / Financial Planning Assistant from the Company Assante Wealth...

**EDMOND FINANCIAL GROUP** is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to...

**EDMOND FINANCIAL GROUP** is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to...

Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

Company Description LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow...

Company Description LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow...

Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

We currently have an opening for a self-motivated, highly organized and capable individual to work as a non-licensed assistant within our team **Responsibilities** - Delivering an exceptional client experience for current and potential clients who call or come into our office. - Ensuring a full and balanced advisor calendar of appointments, creating sales...

The Jim Pattison Toyota on Regent has a new opportunity for a Financial Services Advisor to join our team! **Overview**: Reporting to the General Manager, you will be passionate about providing an exceptional customer experience for our clients. As a Financial Services Advisor you must be self-motivated, high energy, dynamic and results-oriented with a...

We currently have an opening for a self-motivated, highly organized and capable individual to work as a non-licensed assistant within our team **Responsibilities** - Delivering an exceptional client experience for current and potential clients who call or come into our office. - Ensuring a full and balanced advisor calendar of appointments, creating sales...

Duties:Skills required:Additional:This job may also appeal to an aspiring Financial Advisor who wishes to gain valuable experience while immersed in an investment environment and receiving mentoring.Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of...

The Jim Pattison Toyota on Regent has a new opportunity for a Financial Services Advisor to join our teamOverview:Reporting to the General Manager, you will be passionate about providing an exceptional customer experience for our clients. As a Financial Services Advisor you must be self-motivated, high energy, dynamic and results-oriented with a proven track...

_**Your next jobyour new joie de vivre**_ Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking for people to fill the following position in Winnipeg (Provencher Branch) **MEMBER SERVICE ADVISOR** (Full-time, permanent) **More about the position** The Member Service Advisor (MSA) creates and...

We envision a future for the market and members where in a Financial Advice Centre a team of professional, highly trained, experienced and trusted advisors will be waiting to greet, guide and seamlessly add value through the entire member experience in a warm, open concept environment. Advisors will get to know members with a focus on advising and guiding...

**Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Winnipeg, MB time type Full time posted on Posted 3 Days Ago job requisition id 2413749 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Winnipeg, MB time type Full time posted on Posted 3 Days Ago job requisition id 2413749 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...