Financial Planner Jobs in Manitoba
1 - 15 of 36
Search Results - Financial Planner Jobs in Manitoba
CI Financial-Winnipeg
group at CI offers existing high net wealth clients and their families a dedicated team who work to enhance their financial well-being by providing Financial, Tax and Estate Planning services.
In this role, the successful candidate will develop valued...
Royal Bank of Canada-Beausejour
Job Summary
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...
rbc.com -
TES The Employment Solution-Toronto
required
• Finance related designation (CMA, CA, CPA, CGA, or MBA) preferred
• 5+ years of post-qualification experience with financial planning and analytics (FP&A) related roles
• Experience with financial reporting and financial management of capital...
Financière Sun Life-Portage la Prairie
current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP). Stay connected within their community through ongoing networking activities, marketing...
SimpleFi Solutions-Montréal
writing financial reports
• Are self-motivated and interested in advancing in the profession
• Technical skills and experience that include today or in the future configuring, modelling, scripting and developing in SAP Analytics Cloud, Business Planning...
Financière Sun Life-Flin Flon (MB)
current with industry changes.
• Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
• Stay connected within their community through ongoing networking activities, marketing...
Options Consulting Solutions-Toronto
communications with clients
• Conduct business with discretion and good judgment
• Provide sound advice to clients on their wealth management options
• Optimize tax and estate planning to enhance and maintain wealth
• Develop financial plans tailored to clients...
CI Financial-Winnipeg
planning group at CI offers existing high net wealth clients and their families a dedicated team who work to enhance their financial well-being by providing Financial, Tax and Estate Planning services.
In this role, the successful candidate will develop...
National Bank-Oakville
Develop marketing material to present the service offering for investment advisors.
• Coordinate the organization of seminars for clients and plan content for them.
• Take part in financial planning meetings for clients, prepare files, ensure follow-up...
1 similar jobs: Vancouver
CI Financial-Winnipeg
planning group at CI offers existing high net wealth clients and their families a dedicated team who work to enhance their financial well-being by providing Financial, Tax and Estate Planning services.
In this role, the successful candidate will develop...
Acquatio-Toronto
track record in sales, business development, advisor recruitment or fund wholesaling, with a deep understanding of investment advisory and financial planning markets.
This is a permanent, full-time role reporting to the Founder. The role is ideal...
CI Financial-Winnipeg
planning group at CI offers existing high net wealth clients and their families a dedicated team who work to enhance their financial well-being by providing Financial, Tax and Estate Planning services.
In this role, the successful candidate will develop...
Town of Swan River-Neepawa
in Business Management, Human Resources, or Finance
Skills: Strong problem-solving and decision-making skills
Experience in financial planning and budgeting
Working knowledge of Municipal Administration & Law
Ability to handle multiple deadlines and prioritize...
RM of Grey-Altona
designation.
Thorough knowledge of financial planning.
Strong working knowledge of computerized accounting systems.
Advanced skills in all Microsoft Office applications (Excel, PowerPoint, Word), email and internet.
Excellent communications skills (written...
Municipality of Deloraine-Winchester-Virden
the progress of policies and programs approved by Council.
Recruit and develop all municipal management and administration employees and develop a plan to attract and retain quality employees.
Provide responsible financial planning and management of a budget...
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