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Financial Planner Jobs in Manitoba

1 - 15 of 20
1 - 15 of 20
Search Results - Financial Planner Jobs in Manitoba
Scotiabank-Winnipeg
A leading financial institution in Winnipeg is seeking a Financial Planner to develop client relationships and provide personalized investment advice. The ideal candidate will have experience in financial planning and investment sales, with strong...
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National Bank-Quebec City
Financial Planner or any other accreditation related to the field, an asset Willingness to offer quick and efficient service to clients Knowledge of taxation, an asset Recognized ability to learn software and IT systems Excellent ability to maintain business...
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Scotiabank-Brandon
A leading Canadian financial institution seeks a Financial Planner to develop and deepen client relationships. This role involves proactive client outreach, providing tailored financial advice, and driving investment sales. The ideal candidate has 3...
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Royal Bank of Canada-Morden
Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating...
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rbc.com -
Sun Life Financial-Winnipeg
professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).* Stay connected within their community through ongoing networking activities, marketing, and referrals.**The person we are looking for:*** Has...
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Altis Technology-Winnipeg
Experience in Financial Planning and Strategic Sourcing is highly desirable for Phase 2  •  Skilled in Workday reporting, data analytics, and report customization Key Responsibilities:  •  Support FCM team in ERP implementation activities  •  Transfer knowledge...
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National Bank-Montréal
and credibility. Team Leadership and Engagement: Lead the management team composed of Associate Vice Presidents, Investments, and provide mobilizing leadership across the group, which includes multiple advisory forces - Financial Planners, Investment...
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Harris Leadership Strategies-Winnipeg
new initiatives, programs, policies and plans for Council discussion and approval.  •  Responsible for municipal administration, including financial planning, budgeting, service delivery and capital projects.  •  Manage all administrative matters, create...
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Lactalis Canada-Toronto
Establish IT performance metrics.  •  Support Lactalis Group IT roadmap and projects.  •  Manage capital budget for projects by establishing budget needs and obtaining approval.  •  Manage ongoing expenditure, IT resources, and long-term financial planning within...
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Aviso Wealth Inc-Winnipeg
and through a variety of channels.  •  Responsible for building and leading an advice culture, focused on providing comprehensive financial planning and personalized, relevant advice.  •  Ensure needs-based and advice-based sales practices are adhered...
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Royal Bank of Canada-Winnipeg
Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)  •  2-3 years of proven sales experience in the financial services industry, handling credit and investments  •  Demonstrated ability to build trust and maintain...
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rbc.com -
Winnipeg
that the data is telling the audience.  •  Collaborate with staff from other areas such as Claims, Commercial Lines, Valuation, Pricing, Capital Management, Financial Planning & Analysis and Enterprise Risk Management to work on joint tasks and projects...
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Royal Bank of Canada-Winnipeg
literacy using a variety of systems and tools Nice to have  •  Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist) What’s in it for you? We thrive...
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rbc.com -
1 similar jobs: Edmonton
Fountain-Winnipeg
401k with company match  •  Individualized career development programs  •  Employee assistance programs, including legal, financial planning, and counseling  •  Employee discount marketplace  •  Employee Resource Groups such as VetConnect, DEI Committee...
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Harris Leadership Strategies-Winnipeg
incumbent will be a positive operational and financial leader who will inspire change and achieve improvements with a passionate, collaborative, and engaged team. Key Responsibilities  •  Responsible for the planning, implementation and execution of all...
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