Investment Wealth Advisor

3 weeks ago


Winnipeg, Manitoba, Canada Staffing In Motion Full time

About the Role:

Firm: A leading portfolio management company with a substantial asset base.

This is an inside sales position with a strong focus on closing prequalified leads. The primary responsibilities include calling high net worth leads, scheduling video meetings with prospective clients, and gathering new assets for the firm. The company actively markets their services through various channels, resulting in thousands of prequalified responses from interested investors.

  • The firm provides all lead flow and comprehensive sales support.
  • A dedicated portfolio management and service team handles the transition and retention of client relationships.

Compensation and Benefits:

$100,000 base salary to start, followed by uncapped commission. Average total compensation ranges from $250,000 to $300,000, with top producers earning up to $400,000.

Benefits include 100% coverage for health, medical, dental, and vision care for employees and their dependents, as well as 50% 401(k) matching.


  • Investment Advisor

    4 weeks ago


    Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full time

    Job Title: Investment AdvisorAbout the Role:We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will be responsible for building and maintaining relationships with high-net-worth individuals, families, and business owners, providing them with personalized...

  • Investment Advisor

    1 month ago


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

    Job SummaryAs a seasoned Investment Advisor at Royal Bank of Canada, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. With a strong brand and reputation, you will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans...


  • 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'...

  • Investment Advisor

    1 month ago


    Winnipeg, Manitoba, Canada CI Financial Full time

    Investment Counsellor RoleAt CI Financial, we're seeking a highly skilled Investment Counsellor to join our Private Client Group. As a key member of our team, you'll work closely with clients, advisors, and other stakeholders to provide exceptional investment management services.Key Responsibilities:Meet with clients and advisors to discuss investment goals...

  • 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...


  • 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.


  • 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 Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Planner to join our team in Winnipeg, Manitoba. As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesFocused on investment sales and new client...


  • Winnipeg, Manitoba, Canada Cambrian Credit Union Full time

    As a locally based financial institution, Cambrian Credit Union is committed to working within our community. Our Wealth Management Team is seeking a seasoned professional to lead our Wealth & Advisory Services Support team and Wealth Solutions Centre.Key Responsibilities:Provide direct leadership of the Wealth & Advisory Services Support team and Wealth...


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

    Job Description:This position will be based at our Winnipeg office.Reporting to the Executive Vice-President, Investment Solutions, you will lead strategic initiatives to drive iAS business success, growth, and brand awareness. You will engage new advisors/clients while working closely with the marketing team to execute strategy and optimize client...


  • Winnipeg, Manitoba, A3C, Manitoba, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. Your job: Diligently 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,...


  • Winnipeg, Manitoba, Canada Cambrian Credit Union Full time

    About the Role:Cambrian Credit Union is seeking a seasoned professional to lead our Wealth Management Team. As a key member of our organization, you will be responsible for providing direct leadership to the Wealth Management Support team and Wealth Solutions Centre.Key Responsibilities:Lead the Wealth Management Support team and Wealth Solutions Centre,...

  • 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...


  • Winnipeg, Manitoba, Canada Cambrian Credit Union Full time

    About the RoleCambrian Credit Union is seeking a highly skilled and experienced professional to join our Wealth Management Team as a Manager, Wealth & Advisory Services. This key leadership role will provide direct leadership to the Wealth & Advisory Services Support team and Wealth Solutions Centre, ensuring the delivery of exceptional service to our...


  • 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...


  • Winnipeg, Manitoba, Canada NBC Full time

    Company OverviewNational Bank Financial - Wealth Management is a leading firm in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across approximately 100 branches.CompensationThe estimated annual salary for this role is around $120,000, based on industry standards and the company's competitive compensation package.Job...


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

    At Royal Bank of Canada, we are seeking an experienced Financial Planner to join our team as a Strategic Investment Advisor, focused on delivering custom investment solutions to prospective and existing clients in the Winnipeg market.This is a full-time role that offers a competitive commission structure and a comprehensive Total Rewards Program, including...

  • Financial Analyst

    1 month ago


    Winnipeg, Manitoba, Canada Wellington-Altus Full time

    Job Title: Analyst, Wealth ProductsWellington-Altus Private Wealth is seeking a highly skilled Analyst, Wealth Products to join our team. As a key member of our Wealth Products team, you will be responsible for overseeing and enhancing the performance of our platforms.Key Responsibilities:Manage comprehensive operational processes for platforms such as...


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

    Company OverviewAt 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.SalaryThe estimated salary for this role is $120,000 - $180,000 per year, depending on experience and performance. This...