Financial planner Offres d'emploi - Winkler, MB
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Financial planner • winkler mb
Dernière mise à jour : il y a 12 heures
Home Branch / Office hours will be in Winkler, MB.At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accoun...Voir plusDernière mise à jour : il y a plus de 30 jours
Your Next Career Move Starts Here At AO Globe Life, we believe in unlocking unlimited potential.We’re looking for driven, motivated individuals who are ready to jump into a career where your ...Voir plusDernière mise à jour : il y a 20 jours
Associations and non profit organizations.Assign financial projects and activities to workers in order to improve business decisions.
Coordinate the organization's financial operations and budget ac...Voir plusDernière mise à jour : il y a 7 jours
Experience : 2 years to less than 3 years.Calculate and prepare cheques for payroll.Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeep...Voir plusDernière mise à jour : il y a plus de 30 jours
Industry : Personal Development | Sales & Marketing | Coaching & Training Work From Anywhere | Flexible Hours | Performance-Based Earnings Are you driven, ambitious, and passionate about sel...Voir plusDernière mise à jour : il y a 7 jours
Reporting directly to the Senior Project Manager, the Project Manager will lead, manage, and execute heavy civil construction projects in Northern Manitoba and Northern Ontario.The ideal candidate ...Voir plusDernière mise à jour : il y a 14 jours
Manulife’s Canadian Disability and Group Life team is looking for bilingual Disability Case Managers.This opportunity is 100% remote.
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Experience : 1 year to less than 2 years.Are you currently legally able to work in Canada?.Maternity and parental benefits.
Learning / training paid by employer.On-site recreation and activities.Voir plusDernière mise à jour : il y a 4 jours
This is your chance to join a fast-paced organization with a large, stable, and continuously growing presence in the vertical market software industry!.
Harris is currently looking to hire a Control...Voir plusDernière mise à jour : il y a plus de 30 jours
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Allocate material, human and financial resources to implement organizational policies and programs....Voir plusDernière mise à jour : il y a plus de 30 jours
Experience : 1 to less than 7 months.Maternity and parental benefits.Learning / training paid by employer.Voir plusDernière mise à jour : il y a 4 jours
Advisor, IG Wealth Management, Corporate Channel.Locations : Calgary, Edmonton, Ontario, Vancouver, Winnipeg.We are actively looking for individuals across Canada to join our growing team of Corpora...Voir plusDernière mise à jour : il y a plus de 30 jours
Organization : Architecture49Job Description : .Reporting to the Managing Principal of Architecture49 MB, the Healthcare Sector Lead is accountable for the strategic development, business management ...Voir plusDernière mise à jour : il y a plus de 30 jours
Bilingual Client Services Specialist (French / English).Alberta, Canada • Charlottetown, PE, Canada • Cochrane, ON, Canada • Fredericton, NB, Canada • Greater Sudbury, ON, Canada • Iroquois Falls, ON...Voir plusDernière mise à jour : il y a plus de 30 jours
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Calculate and prepare cheques for payroll.
Keep financial records and establish, maintain and balanc...Voir plusDernière mise à jour : il y a 12 heures
HyLife is a global leader in food processing.Our vision is to be the best food company in the world.To achieve this, we need talented people like you to join our team.
HyLife creates limitless oppor...Voir plusDernière mise à jour : il y a plus de 30 jours
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction.
The ideal candidate helps people to u...Voir plusDernière mise à jour : il y a plus de 30 jours
Wealth Advisor ll - Partner - Access Credit Union
Aviso WealthWinkler, MB, CA75 716,00 $CA par an
Quick Apply
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Manitoba Metis FederationManitoba Develop and recommend to leadership the overall mission, strategic direction, goals, and operating principles of Michif Manor.
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Wealth Advisor ll - Partner - Access Credit Union
Aviso WealthWinkler, MB, CAIl y a plus de 30 jours
Salaire
75 716,00 $CA par an
Type de contrat
- Quick Apply
Description de posteSeek to improve the financial health of existing and new members, as well as self-sourced clients, by providing a wide range of holistic financial planning services and mutual fund solutions. Create and execute an annual business plan to achieve growth goals as outlined on the Wealth Advisor scorecard. Identify holistic member needs / goals and refer identified non-mutual fund sales and service opportunities to the appropriate Credit Union experts. Retain existing relationships by proactively servicing the assigned wealth portfolio, including the guaranteed investment needs of mutual fund investors. Work in close collaboration with the consumer branch network and external centre of influences to establish trusted relationships in order to foster a steady stream of referrals. Build the Credit Union's profile in the community as a professional provider of wealth management products, services and expertise. Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success. Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention. Maintain thorough knowledge of and adhere to Credential Asset Management policies and procedures as outlined in the CAM compliance manual. Must hold a Financial Planning Designation (QAFP, PFP, CFP). Minimum 5 years’ financial planning or investment advisory experience. Post-secondary diploma / degree, ideally in Commerce or Business Administration is preferred. Other wealth related designations are considered an asset (i.e. CLU, Ch.F.C., CIM) Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC) (must be able to license in good standing) Superior knowledge of the Financial industry and products Comfortable with industry standard financial planning tools / software Attention to detail with high degree of accuracy Ability to work in fast-paced environment and perform well under pressure Ability to prioritize using sound judgment to make timely and effective decisions Knowledge of Access Credit Union’s products and services Ability to follow standardized policies and procedures Knowledge of risk management within the financial industry Proficient computer skills Be an ambassador for our brand, values and products Ensure things get done efficiently Go home each day feeling accomplished Challenge the status quo Build a career Continue learning
Wealth Advisor ll
Permanent Full-time, Hybrid
Home Branch / Office hours will be in Winkler, MB
Starting salary - $75,716
Why should you join our team?
At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.
At Access Credit Union, our values are straightforward :
- Do good
- Be better
- Own it
- Move forward
What will you be doing?
The Wealth Advisor II seeks to manage and grow the wealth management portfolio by providing exceptional service to both existing and potential members through the promotion and sale of mutual funds and financial planning services. The Wealth Advisor II has extensive industry experience and provides financial planning and advice support on complex matters to other members of the Wealth Advisory team and the branch network.
Key Responsibilities :
What do you need?
Are you ready to?
If you are interested in this position, apply today at accesscu.ca / careers . Application deadline is March 4, 2025.
We welcome diversity, value inclusion, and take pride in our vibrant corporate culture. Our team is a reflection of the members we serve and the communities we live in.
Access Credit Union welcomes applications from people with disabilities. Applicants may request reasonable accommodation related to the materials or activities used throughout the selection process.