Professional Wealth Advisor
2 weeks ago
We 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 Responsibilities- Focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
- Promote the development and sustainable growth of proprietary investment business in the assigned market area.
You will conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation, and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
Required Skills and Qualifications- Experience in financial planning and investment sales is preferred.
- Succesfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
- You're a mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements.
- A competitive compensation and benefits package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
Estimated Salary: $65,000 - $90,000 per year based on experience and qualifications.
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Financial Advisor
4 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
2 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.
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Wealth Management Professional
2 weeks 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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Corporate Financial Advisor
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout 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...
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Sales and Marketing Executive Leader
2 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeJob 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...
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Chief Sales and Marketing Officer
3 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeAbout the Role:We are seeking an exceptional Head of Sales and Marketing, iAS to lead and implement strategic initiatives that drive iAS business success, growth, and brand awareness.Key Responsibilities:Represent the iAS team and brand with Advisors and their teams, cultivating deep business relationships and effectively communicating iAS products and...
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Senior Wealth Management Professional
2 weeks 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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Bilingual Wealth Planning Analyst
3 weeks 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...
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Associate Wealth Advisor
2 months ago
Winnipeg, Manitoba, A3C, Manitoba, Canada National Bank Full timeA 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...
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Professional Fashion Advisor
1 month ago
Winnipeg, Manitoba, Canada beBee Professionals Full timeProfessional Fashion AdvisorWe are seeking a highly skilled Professional Fashion Advisor to join our team at beBee Professionals in Winnipeg. The ideal candidate will have a strong knowledge of fashion trends, a creative eye for styling, and excellent communication skills.Responsibilities: Provide fashion advice and styling services to clients virtually...
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Senior Wealth Management Professional
1 month ago
Winnipeg, Manitoba, Canada National Bank Full timeJob 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...
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Wealth Management Specialist
2 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeCompany 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...
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Insurance Advisor Life Health Professional
1 month ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob OpportunityWe are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to clients, leveraging your expertise to deliver valuable solutions that meet their needs.Key ResponsibilitiesConnect with clients...
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Senior Financial Planning Specialist
2 weeks 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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Senior Wealth Strategist
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeAbout the RoleWe are seeking a Senior Wealth Strategist to join our team in Winnipeg. This is an exciting opportunity for a motivated and experienced financial professional to help clients achieve their long-term financial goals.
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Wealth Management Professional
2 weeks ago
Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full timeCompany OverviewRBC Dominion Securities Inc. is a leading financial institution dedicated to helping individuals and families achieve their financial goals.SalaryThe estimated salary for this role is between $80,000 and $150,000 per year, depending on experience and performance.Job DescriptionWe are seeking an Investment Advisor to join our team of...
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Bilingual Insurance Coordinator
4 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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Financial Services Coordinator
2 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...
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Professional Insurance Advisor
2 weeks ago
Winnipeg, Manitoba, Canada Sun Life Full timeUnlock your earning potential as a Sun Life advisor Sun Life is seeking highly motivated and entrepreneurial individuals to join our team of professional insurance advisors. As a Sun Life advisor, you will have the opportunity to build a successful business and enjoy financial independence. The salary for this position is estimated at $60,000 per year,...
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Senior Financial Planner
2 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...