Manager, Wealth Management

3 weeks ago

Winnipeg, Canada Access Credit Union Full time

**Manager, Wealth Management**

**Full-Time**

**Excellent learning environment with one of Manitoba’s Top Employers**

We wouldn’t be a top employer without the team we work with

**We value**:

- making a difference in the lives of our members and in our communities
- our employees, empowering them with opportunities to learn, advance and excel in an engaging environment
- our culture of innovation to test and implement new ideas challenging the status quo

**Position Summary**

The Manager, Wealth Management provides ongoing coaching and managerial oversight to all wealth management staff including the Investment Specialist, Wealth Advisor, Investment/Insurance advisor and CFS Coordinator. The role is responsible for providing a wide range of support to the Director, Wealth Advisory in all aspects of the Credit Union’s Wealth practice, including planning, recommending and implementing initiatives that are aimed to improve the member and staff experience, profitably.

**Essential Qualifications**
- Post-secondary degree or diploma in a related field.
- 5+ years’ experience in the wealth industry, including IIROC, MFDA, compliance and financial planning, or an equivalent combination of education and experience
- Completion of Investment Funds in Canada (IFC) or Canadian Securities Course (CSC)
- Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation is considered to be a strong asset
- Thorough knowledge of sales management practices; life insurance knowledge is an asset
- Demonstrated leadership skills including engaging, coaching, mentoring and developing team members
- Ability to build and sustain positive and effective working relationships with employees, members, partners, management and community
- Excellent interpersonal and verbal and written communication skills, including public speaking and facilitation

**What do we offer?**
- a welcoming and friendly team oriented culture
- competitive salary
- paid benefits that can’t compare: bonus program, clothing allowance, matched pension plan, paid extended health and dental care, generous vacation time, paid education and training, preferred loan and savings rates and many more perks

**How do you apply?**
- include your CV and cover letter

**We look forward to hearing from you**

**Job Types**: Full-time, Permanent

**Salary**: From $85,428.00 per year

**Benefits**:

- Dental care
- Employee assistance program
- Life insurance
- Vision care

Schedule:

- Day shift

Supplemental pay types:

- Bonus pay

Work Location: One location

Application deadline: 2023-03-03

  • Manager, Compliance Supervision

    1 month ago

    Winnipeg, Canada Harbourfront Wealth Management Full time

    Who we are: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth ind

  • Advisor, IG Wealth Management, Corporate Channel

    3 weeks ago

    Winnipeg, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting...

  • Advisor, IG Wealth Management, Corporate Channel

    1 month ago

    Winnipeg, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting...

  • Intern, Quality Management

    4 weeks ago

    Winnipeg, Canada IG Wealth Management Full time

    **Division: IGM Technology** IGM 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 services to help more than two million Canadians meet their financial goals. Its...

  • Manager, Regulatory Affairs

    3 weeks ago

    Winnipeg, MB, Canada Harbourfront Wealth Management Full time €80,000 - €110,000

    Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values start with the belief that great people make great companies . Our...

  • Manager, Compliance Supervision

    4 weeks ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Manager, Compliance Supervision

    2 weeks ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Manager, Compliance Supervision

    1 week ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing employee-owned firm and IIROC registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth...

  • Manager, Compliance Supervision

    23 hours ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Manager, Compliance Supervision

    3 weeks ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Total Wealth Manager

    4 weeks ago

    Winnipeg, Canada Scotiabank Full time

    Requisition ID: 187198 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** - Contributes to the overall success of the Client Solutions group in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....

  • Wealth Product Coordinator, Operations

    3 weeks ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    **Wealth Products Coordinator** Location**: This position is located in our Winnipeg office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (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.,...

  • Coordinator, Field Programs Experience

    7 days ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Division: IG Client ExperienceIGM 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 services to help more than two million Canadians meet their financial goals. Its...

  • Director, Investment

    7 days ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    IGM 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 services to help more than two million Canadians meet their financial goals. Its activities are carried out...

  • Intern, Business Architecture

    4 weeks ago

    Winnipeg, Canada IG Wealth Management Full time

    **Division: IGM Technology** IGM 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 services to help more than two million Canadians meet their financial goals. Its...

  • Intern, Reporting

    4 weeks ago

    Winnipeg, Canada IG Wealth Management Full time

    **Referral Level: Level 1** **Location: Winnipeg** IGM 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 services to help more than two million Canadians meet their...

  • Intern, Procurement

    4 weeks ago

    Winnipeg, Canada IG Wealth Management Full time

    **Division: IGM Corporate Operations** IGM 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 services to help more than two million Canadians meet their financial...

  • Intern, Facilities

    4 weeks ago

    Winnipeg, Canada IG Wealth Management Full time

    **Division: IGM Corporate Operations** IGM 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 services to help more than two million Canadians meet their financial...

  • Intern, Data Science

    4 weeks ago

    Winnipeg, Canada IG Wealth Management Full time

    **Location: Winnipeg** IGM 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 services to help more than two million Canadian meet their financial goals. Its activities...

  • Senior Specialist, Payroll

    7 days ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Division: IGM Human ResourcesLocation: WinnipegIGM 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 services to help more than two million Canadians meet their...