Financial Planner Jobs in Winnipeg
1 - 15 of 17
Search Results - Financial Planner Jobs in Winnipeg
Scotiabank-Winnipeg-appcast.io-
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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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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Sun Life Financial-Winnipeg-appcast.io-
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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National Bank-Quebec City, 1931 km from Winnipeg-
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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Harris Leadership Strategies-Winnipeg-appcast.io-
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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National Bank-Montréal, 1817 km from Winnipeg-
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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Aviso Wealth Inc-Winnipeg-appcast.io-
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-rbc.com-
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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Lactalis Canada-Toronto, 1510 km from Winnipeg-
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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Fountain-Winnipeg-appcast.io-
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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Royal Bank of Canada-Winnipeg-rbc.com-
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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Winnipeg-icims.com-
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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Harris Leadership Strategies-Winnipeg-appcast.io-
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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Harris Leadership Strategies-Winnipeg-appcast.io-
and administrative management.
• Responsible for the overall financial health of KCC, including financial planning, budgeting, and risk management.
• Oversee efficient delivery of patient programs, ensuring quality, excellence, effectiveness, evaluation and revision...
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True North Sports + Entertainment-Winnipeg-appcast.io-
enhance efficiency, and improve financial performance.
• Contribute to budgeting, aligning financial planning with organizational goals.
• Execute reconciliations and prepare journal entries as part of financial statement reporting.
• Maintain...
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