Current jobs related to Wealth Management Professional with a Passion for Financial Planning - Winnipeg, Manitoba - Royal Bank of Canada>

  • Senior Financial Planning Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About 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...

  • Wealth Management Professional

    2 weeks ago

    Winnipeg, Manitoba, Canada NBC Full time

    About 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...

  • Financial Services Coordinator

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About 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...

  • Financial Advisor

    4 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...

  • Senior Financial Planner

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About 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...

  • Bilingual Wealth Planning Analyst

    3 weeks ago

    Winnipeg, Manitoba, Manitoba, Canada CI Financial Full time

    APERÇU DU POSTENous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Bilingual Insurance Coordinator

    4 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    ROLE 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...

  • Corporate Financial Advisor

    4 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About the Role:The Corporate Financial Advisor position is a unique opportunity for a highly skilled and motivated individual to join our team at IG Wealth Management. As a key member of our Corporate Channel, you will be responsible for providing proactive, outstanding planning and advice to clients, leveraging the IG Living Plan to deliver holistic...

  • Senior Corporate Advisor

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About 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.

  • Strategic Business Leader for Managed Solutions

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job Summary:The Senior Manager, Managed Solutions is a pivotal role at IG Wealth Management, overseeing business operations and driving strategic initiatives. This leadership position demands exceptional expertise in policy management, process optimization, and resource allocation. The successful candidate will be responsible for developing and implementing...

  • Senior Financial Services Coordinator

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    The External Transfer In group at IG Wealth Management is seeking a highly skilled Senior Financial Services Coordinator to join our team.We are looking for a detail-oriented and organized individual with excellent communication skills to provide high-quality service to external and internal customers. As a Senior Financial Services Coordinator, you will...

  • Financial Services Operations Coordinator

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About the RoleAs a Financial Services Operations Coordinator at IG Wealth Management, you will be responsible for providing high-quality service to external and internal customers. Your primary focus will be on account management and servicing activities for client accounts in both English and French.Duties and ResponsibilitiesClient Service: Provide...

  • Project Management Lead

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job DescriptionWe are seeking an experienced Project Manager to join our team at IG Wealth Management, a leading wealth management company. As a Project Manager, you will be responsible for leading the delivery of multiple projects with significant impact to the organization and multi-year budgets upwards of $3M.Key ResponsibilitiesLead project teams and...

  • Senior Wealth Management Professional

    2 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job 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...

  • Financial Planning Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our Corporate Channel team. This role requires the ability to provide proactive, outstanding planning and advice to clients, leveraging the IG Living Plan. About the RoleThis position involves working primarily remotely, with opportunities to collaborate with colleagues in region...

  • Senior Wealth Manager

    3 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionUnlock Your Potential with RBCAs a Senior Wealth Manager at RBC Dominion Securities, you'll have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. With our extensive resources and expertise, you'll be able to create customized portfolios and wealth plans tailored to...

  • Financial Operations Coordinator

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job Summary:This role involves settling deceased clients’ assets at IG Wealth Management, requiring strong teamwork and adaptability in a fast-paced environment.Duties Include:Interpreting documentation for various account types and products to facilitate estate settlements.Processing redemptions, transfers, account adjustments, service setups, and...

  • Insurance Case Coordinator

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Position OverviewThe Insurance Case Coordinator plays a crucial role in managing new insurance business for Estate and Planning Specialists at IG Wealth Management, ensuring timely and effective delivery of Insurance Services to clients.Duties and Responsibilities:Act as liaison between Consultants, Estate Insurance Specialists, underwriters, insurance...

  • Senior Wealth Management Professional

    1 month ago

    Winnipeg, Manitoba, Canada National Bank Full time

    Job Summary:As a Senior Wealth Management Professional at National Bank, you will play a key role in supporting clients in achieving their financial goals. You will work closely with a team of specialists to provide tailored solutions and build long-term relationships with clients.Key Responsibilities:Manage a portfolio of clients and provide personalized...

  • Financial Planning Expert

    3 weeks ago

    Winnipeg, Manitoba, Canada Scotiabank Full time

    Scotiabank Job OverviewWe are a leading bank in the Americas, committed to making a difference in our communities. Our purpose is 'for every future', and we help our customers achieve success through advice, products, and services.About the RoleThis is an exciting opportunity for a Financial Planning Expert to join our team in Winnipeg, Canada. As a key...

Wealth Management Professional with a Passion for Financial Planning

4 weeks ago

Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

Company Overview


At Royal Bank of Canada, we're dedicated to helping our clients achieve their financial goals. As an Investment Advisor, you'll be part of a dynamic team that's passionate about making a positive impact on people's lives.



Salary


The estimated salary for this role is $120,000 - $180,000 per year, depending on experience and performance. This includes a base salary and commission-based earnings.



Job Description


We're seeking a talented Wealth Management Professional to join our team. As an Investment Advisor, you'll work closely with clients to understand their financial needs and goals, providing personalized advice and guidance to help them achieve success.



Key Responsibilities



  • Develop and maintain strong relationships with clients, providing exceptional service and support
  • Conduct thorough financial needs analyses to understand clients' goals and objectives
  • Provide personalized investment advice and guidance to help clients achieve their financial goals
  • Stay up-to-date on market trends and economic conditions to ensure clients have the best possible advice


Required Skills and Qualifications


To succeed in this role, you'll need:



  • 4-6 years of outbound sales experience, with a proven track record of success
  • Completed the Canadian Securities Course (CSC) or equivalent
  • Strong relationship-building skills and the ability to connect with clients from diverse backgrounds
  • Passion for financial planning and a keen interest in portfolio management


Benefits


As a Wealth Management Professional at Royal Bank of Canada, you'll enjoy a comprehensive compensation package that includes:



  • A base salary and commission-based earnings
  • Modern and comprehensive benefits, including parental leave
  • Autonomy to build and run your own business within the RBC brand
  • Potential to qualify for the prestigious President's Club Program
  • Supportive, inclusive culture and team that celebrates individual perspectives and experiences


What We Offer


At Royal Bank of Canada, we're committed to helping our employees grow and succeed. We offer:



  • A comprehensive total rewards package that prioritizes overall wellbeing
  • Flexible work arrangements and leaders who support your needs
  • Leadership and mentorship opportunities to help you achieve your career goals
  • A supportive, inclusive culture that celebrates diversity and promotes equal opportunities for all


Job Skills


Critical thinking, decision-making, interpersonal relationship management, investment banking, investment consulting, investment management, private banking, product services



Additional Job Details


This is a full-time role with 37.5 hours of work per week. The ideal candidate will have experience in a direct marketing role, financial services, and high-value sales and business development. A passion for financial planning and portfolio management is essential. We're an equal opportunities employer and welcome applications from diverse candidates.



Why Join Us?


At Royal Bank of Canada, we're passionate about making a positive impact on people's lives. We're committed to building inclusive teams and an equitable workplace that celebrates individual perspectives and experiences. Our employees enjoy a comprehensive compensation package, flexible work arrangements, and leadership opportunities to help them grow and succeed.



Join Our Talent Community


Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips, and recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.