Senior Wealth Management Advisor

4 weeks ago


Winnipeg, Manitoba, Canada National Bank Full time
About the Role

We are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a Wealth Associate, 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 support to help them achieve their financial objectives.
  • Offer expert advice and guidance to clients on investment strategies and financial planning.
  • Collaborate with internal teams to ensure seamless delivery of services to clients.
  • Develop and maintain strong relationships with clients and internal stakeholders.
About the Team

National Bank Financial – Wealth Management is a leading provider of wealth management services in Canada. Our team is dedicated to delivering exceptional service and expertise to our clients.

What We Offer
  • A competitive compensation package and comprehensive benefits.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Flexible work arrangements and a hybrid work model.
Requirements
  • Completion of the Canadian Securities Course.
  • Completion of the Conduct and Practices Handbook Course.
  • Financial planning or related accreditation.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.

  • Senior Wealth Advisor

    1 month ago


    Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Wealth Advisor to join our team at National Bank. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and building long-term relationships with our clients. You will work closely with our investment team to develop and implement customized...

  • Senior Wealth Advisor

    1 month ago


    Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Wealth Advisor to join our team at National Bank. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and building long-term relationships with our clients. You will work closely with our investment team to develop and implement customized...


  • Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Wealth Management Advisor to join our team at National Bank. As a key member of our Wealth Management division, you will play a critical role in providing exceptional client service and building long-term relationships with our clients.Key ResponsibilitiesClient Management: Develop and...


  • Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Wealth Management Advisor to join our team at National Bank. As a key member of our Wealth Management division, you will play a critical role in providing exceptional client service and building long-term relationships with our clients.Key ResponsibilitiesClient Management: Develop and...

  • Financial Advisor

    2 weeks ago


    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    We 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...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Senior 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...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Senior 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...

  • Financial Advisor

    1 month ago


    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Corporate Employed AdvisorsWe are seeking highly motivated and licensed individuals to join our team of Corporate Employed Advisors at IG Wealth Management.As a Corporate Employed Advisor, you will have the opportunity to work with a diverse range of clients and provide personalized financial services.Key Responsibilities:Provide financial planning and...

  • Financial Advisor

    1 month ago


    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Corporate Employed AdvisorsWe are seeking highly motivated and licensed individuals to join our team of Corporate Employed Advisors at IG Wealth Management.As a Corporate Employed Advisor, you will have the opportunity to work with a diverse range of clients and provide personalized financial services.Key Responsibilities:Provide financial planning and...


  • Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide personalized support to help them...


  • Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide personalized support to help them...


  • Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide personalized support to help them...


  • Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide personalized support to help them...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    As 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...


  • Winnipeg, Manitoba, Canada NBC Full time

    Job 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'...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    At 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...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Corporate 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...


  • Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesSupport and manage a portfolio of clients, providing personalized advice and...


  • Winnipeg, Manitoba, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesSupport and manage a portfolio of clients, providing personalized advice and...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About 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,...