Wealth Management Professional
3 weeks ago
We are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at National Bank Financial – Wealth Management. As an Associate Financial Advisor, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.
Key Responsibilities- Manage a portfolio of clients and provide personalized financial advice and guidance.
- Collaborate with specialists from various sectors of the Bank to meet client needs.
- Develop and maintain strong relationships with clients and internal stakeholders.
- Stay up-to-date with industry trends and regulatory requirements.
- Completion of the Canadian Securities Course (or to be completed after hiring).
- Completion of the Conduct and Practices Handbook Course (or to be completed after hiring).
- Financial Planner or any other accreditation related to the field, an asset.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- Flexible work arrangements to promote work-life balance.
If you are a motivated and detail-oriented individual with a passion for wealth management, please submit your application, including your resume and cover letter, to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
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Financial Services Professional
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeCorporate Employed Advisors OpportunityWe are seeking highly motivated and licensed individuals to join our team of Corporate Employed Advisors at IG Wealth Management. As a key member of our team, you will be responsible for providing exceptional financial services to our clients across Canada.Key Responsibilities:Develop and maintain strong relationships...
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Financial Services Professional
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeCorporate Employed Advisor OpportunityWe are seeking experienced professionals to join our team of Corporate Employed Advisors at IG Wealth Management. As a Corporate Employed Advisor, you will work with clients to understand their financial goals and develop tailored investment strategies.Key Responsibilities:Provide financial planning and investment advice...
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Financial Services Professional
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeCorporate Employed Advisor OpportunityWe are seeking experienced professionals to join our team of Corporate Employed Advisors at IG Wealth Management. As a Corporate Employed Advisor, you will work with clients to understand their financial goals and develop tailored investment strategies.Key Responsibilities:Provide financial planning and investment advice...
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Senior Manager, Finance
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeSenior Manager, FinanceIG Wealth Management is a leading diversified wealth and asset management company with a strong presence in Canada. We are seeking a highly skilled Senior Manager, Finance to join our team.About the RoleThe successful candidate will be responsible for providing financial and regulatory reporting for our investment dealers. This will...
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Senior Manager, Finance
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeSenior Manager, FinanceIG Wealth Management is a leading diversified wealth and asset management company with a strong presence in Canada. We are seeking a highly skilled Senior Manager, Finance to join our team.About the RoleThe successful candidate will be responsible for providing financial and regulatory reporting for our investment dealers. This will...
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Wealth Management Professional
3 days ago
Winnipeg, Manitoba, Canada NBC Full timeAbout the RoleWe are seeking a talented Wealth Management Professional to join our team at National Bank Financial - Wealth Management. As a key member of our organization, you will play a crucial role in supporting clients achieve their financial goals.Key ResponsibilitiesClient Support: Diligently and attentively support and manage your portfolio of...
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Senior Director, Payroll Operations
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help Canadians meet their financial goals.Job DescriptionWe are seeking a Senior Director,...
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Senior Wealth Management Professional
4 days ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryAs a Senior Wealth Management Professional at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while also advancing your own career.Company OverviewRoyal Bank of Canada is a leading financial institution that provides a wide range of financial services to individuals, businesses, and...
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Senior Financial Planning Specialist
5 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a Senior Financial Planning Specialist to join our team at IG Wealth Management. As a key member of our Corporate Channel, you will be responsible for providing exceptional financial planning services to our clients.Job SummaryThe successful candidate will have 3+ years of client-facing financial planning experience and a strong...
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Financial Services Coordinator
2 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the OpportunityIG Wealth Management is seeking a skilled Financial Services Coordinator to join our External Transfer In group. This role provides administrative support for multiple lines of business, including Mortgages, Insurance, and IGFS. The successful candidate will have the opportunity to utilize their skills in process management and...
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Corporate Channel Advisor
3 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAt IG Wealth Management, we are seeking a skilled Corporate Channel Advisor to join our team. This role provides a unique opportunity for financial planners to receive a competitive total compensation package, including base salary, bonus, benefits, and pension, while serving existing IG clients and earning uncapped variable income.Key...
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Corporate Channel Advisor
3 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAs a Corporate Channel Advisor with IG Wealth Management, you will play a key role in providing proactive, outstanding planning and advice to clients, leading with the IG Living Plan.This position requires the successful candidate to be Mutual fund licensed or Securities licensed.Advisors in the Corporate Channel provide holistic financial plans that...
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Financial Planner
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Financial Planner - Corporate ChannelIG Wealth Management is seeking a highly skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client...
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Financial Planner
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Financial Planner - Corporate ChannelIG Wealth Management is seeking a highly skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client...
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Bilingual Insurance Coordinator
3 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeROLE RESPONSIBILITIESThe Insurance Case Coordinator is responsible for managing a caseload of new insurance business for Estate and Planning Specialists at IG Wealth Management. This involves ensuring timely and effective delivery of insurance services to clients.KEY TASKS:Act as a liaison between Consultants, Estate Insurance Specialists, underwriters, and...
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Senior Financial Planner
2 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planner to join our Corporate Channel team. As a key member of our team, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client experience.Job DescriptionThe ideal...
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Financial Advisor
2 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeWe are seeking skilled individuals to become part of our growing team at IG Wealth Management. As a Corporate Employed Advisor, you will utilize your Mutual fund licensed or Securities licensed expertise to provide exceptional financial services to our clients. This role offers a unique opportunity to work in a dynamic environment and contribute to the...
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Senior Corporate Advisor
8 hours ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a Senior Corporate Advisor to join our team at IG Wealth Management. In this role, you will work closely with clients to provide personalized financial planning services and help them achieve their long-term goals.
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Wealth Management Advisor
3 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeJob SummaryNational Bank Financial – Wealth Management is seeking a skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to a portfolio of clients.Key ResponsibilitiesDevelop and implement personalized financial plans to meet clients'...
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Wealth Management Associate
4 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesSupport clients in managing...