Current jobs related to Financial Planning Consultant, Wealth Management Expert - Winnipeg, Manitoba - Royal Bank of Canada
-
Strategic Financial Planner
2 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout UsIG Wealth Management is a leading Canadian wealth and investment management company, dedicated to helping individuals and families achieve their financial goals.Job SummaryWe are seeking an experienced Strategic Financial Planner to join our team in Canada. As a Strategic Financial Planner, you will be responsible for providing proactive, outstanding...
-
Financial Planning Expert with Business Acumen
1 month ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeFinancial Planning Consultant OpportunityWe are seeking a seasoned Financial Planning Consultant to join our team in Winnipeg, Canada. As a key member of the Personal and Commercial Banking division, you will play a crucial role in delivering exceptional financial planning experiences to our clients.About the RoleThis is an exciting opportunity for a highly...
-
Financial Planning Specialist
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob 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 Financial Planner
4 weeks 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...
-
Bilingual Wealth Planning Analyst
1 month ago
Winnipeg, Manitoba, Manitoba, Canada CI Financial Full timeAPERÇU 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...
-
Winnipeg, Manitoba, Canada IG Wealth Management Full timeCompany OverviewIG Wealth Management is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.
-
Senior Corporate Advisor
4 weeks 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.
-
Financial Services Coordinator
4 weeks 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...
-
Financial Services Operations Coordinator
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout 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...
-
Insurance Case Coordinator
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timePosition 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...
-
Financial Planning Consultant
4 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeOverviewNational Bank Financial – Wealth Management is a leading provider of financial services, with a strong presence in Canada. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience.
-
Project Management Lead
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob 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...
-
Strategic Business Leader for Managed Solutions
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob 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 Planning Consultant
2 days ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeDiscover a rewarding career as a Senior Financial Planning Consultant at the Royal Bank of Canada (RBC). Our team seeks a motivated and skilled professional to create custom investment solutions for our clients.About the Opportunity:We are seeking an experienced financial planning expert to join our dynamic team. As a Senior Financial Planning Consultant,...
-
Financial Planning Expert
2 days ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Financial Planning Expert with RBC Dominion Securities in WinnipegIn this exciting role, you'll have the opportunity to help your clients achieve their financial goals while growing your own career and business. As an Investment Advisor at RBC Dominion Securities, you'll work closely with high-net-worth individuals, families, and...
-
Financial Operations Coordinator
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob 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...
-
Wealth Management Expert
2 weeks ago
Winnipeg, Manitoba, Canada Banque Nationale du Canada Full timeAs a Wealth Associate at Banque Nationale du Canada, you'll have the opportunity to build long-term relationships with clients and help them achieve their financial goals. This role is ideal for those who enjoy working with people and are passionate about delivering exceptional service.Job OverviewThis position involves supporting clients throughout various...
-
Expert Financial Advisor
4 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeUnlock Your Potential as an Expert Financial AdvisorCultivate your skills and expertise in wealth management, building long-lasting relationships with high-net-worth clients and driving their financial growth. At RBC Dominion Securities, you'll have the freedom to establish your own business within our esteemed brand, leveraging our extensive resources and...
-
Senior Project Director
3 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAt IG Wealth Management, we are seeking a seasoned project director to lead the delivery of high-impact projects.Job SummaryThis role will oversee multiple projects with significant business value, requiring strategic planning and execution. As a senior project director, you will be responsible for leading cross-functional teams and influencing stakeholders...
-
Financial Services Representative
2 weeks ago
Winnipeg, Manitoba, Canada BMO Financial Group Full timeWe are seeking a highly skilled Financial Services Representative to join our team at BMO Financial Group.This is an exciting opportunity for a motivated individual to grow their career in the financial services industry.About the RoleAs a Financial Services Representative, you will be responsible for providing exceptional customer service and sales support...
Financial Planning Consultant, Wealth Management Expert
4 weeks ago
We are seeking a highly skilled Financial Planning Consultant to join our team in Winnipeg, MB. As an RBC Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for clients and work closely with internal partners to drive business growth.