Wealth Management Consultant
2 weeks ago
Job Summary:
This position involves providing comprehensive financial planning advice and guidance to clients, utilizing the bank's array of investment, credit, and everyday banking solutions. As a Financial Planner, you will be responsible for managing and growing a portfolio of mass affluent clients in the Dauphin, Manitoba market.
Key Responsibilities:
- Provide tailor-made financial planning advice and help clients achieve their long-term goals using the bank's products and services
- Maintain and expand your client base through value-based relationship management practices and achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Requirements:
- Financial Planning Designation (PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years' experience in financial planning
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
What We Offer:
- Full-time employee status with unlimited earning potential and full benefits
- Dynamic, collaborative, progressive, and high-performing work environment
- World-class training program in financial services
- Flexible work/life balance options
About Our Bank:
We are a leading financial institution committed to delivering trusted advice to our clients and enhancing the well-being of our communities. Our goal is to foster an inclusive and equitable workplace that allows employees to bring their true selves to work. We strive to provide accessible candidate experiences and welcome diverse talent.
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