Financial advisor Jobs in Winkler, MB
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Financial advisor • winkler mb
Last updated: 4 days ago
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...Show moreLast updated: 30+ days ago
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.You will champion the RBC brand and drive business by supporting new client acquisi...Show moreLast updated: 30+ days ago
Senior Underwriting Consultants,.Underwriting and Claims operations, are integral to supporting our business growth strategy in the increasingly digital insurance-buying environment, where simple p...Show moreLast updated: 30+ days ago
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 ...Show moreLast updated: 16 days ago
Heures de travail : 80 hours bi-weekly.Associations and non profit organizations.Assign financial projects and activities to workers in order to improve business decisions.Coordinate the organizatio...Show moreLast updated: 4 days ago
Calculate and prepare cheques for payroll.Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems.
Maintain general ledgers and ...Show moreLast updated: 30+ days ago
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.You will champion the RBC brand and drive business by supporting new client acquisi...Show moreLast updated: 11 days ago
Bilingual Client Services Specialist (French / English).Alberta, Canada • Charlottetown, PE, Canada • Cochrane, ON, Canada • Fredericton, NB, Canada • Greater Sudbury, ON, Canada • Iroquois Falls, ON...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 30+ days ago
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Show moreLast updated: 30+ days ago
Position DescriptionFor nearly a century Providence has been a Christian academic community in the evangelical tradition that teaches people to grow in knowledge and character for leadership and se...Show moreLast updated: 30+ days ago
Are you curious by nature? Interested in news and what is going on around the globe? Make a difference for a customer drives you? Do you like being part of THE team in the market? If so, this oppor...Show moreLast updated: 30+ days ago
Account Manager – Commercial Interiors.Salary : $70k - $80k + uncapped commissions.We believe in the power of diversity and teamwork.
Success comes from a mix of collaboration and individual re...Show moreLast updated: 27 days ago
Winkler, MB, 725 Main Street A, Winkler, Manitoba, Canada Req #3230 Thursday, July 18, 2024.We're searching for an Insurance Advisor.
Are you searching for new possibilities?.Westland Insurance Grou...Show moreLast updated: 30+ days ago
Prepare corporate bank reconciliations and other general ledger account reconciliations.Perform cashed cheque review, cancel cheques and EFTs, and confirm direct deposits.Perform vendor cheque and ...Show moreLast updated: 30+ days ago
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....Show moreLast updated: 30+ days ago
About the job Company Overview : Hey there! We’re all about embracing the virtual work lifestyle, especially after seeing how it rocked during the last few years.We’ve ditched the old 9-...Show moreLast updated: 14 days ago
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...Show moreLast updated: 30+ days ago
Wealth Advisor ll - Partner - Access Credit Union
Aviso WealthWinkler, MB, CACA$75,716.00 yearly
Quick Apply
Client Advisor
0000050007 Royal Bank of CanadaLOUISE, Manitoba, CanadaCA$17.00 hourly
Part-time
Consultante ou consultant principal en tarification
Company 1 - The Manufacturers Life Insurance CompanyCAN, Manitoba, Full Time RemoteCA$22.36–CA$25.00 hourly
Remote
Full-time
Work From Home - Business Development Representative
AO Globe Life - Woodley Paul-HectorWinkler, MB, CARemote
Full-time
Quick Apply
accounting manager
Epic OpportunitiesMB, CACA$25.16–CA$37.60 hourly
Full-time +1
bookkeeper
Clean LineWest St. Paul, MB, CACA$27.00–CA$32.00 hourly
Full-time +1
Client Advisor
Royal Bank of Canada>CROSS LAKE, CanadaPart-time
Bilingual Client Services Specialist (French / English)
Questrade Financial GroupManitoba, CanadaCA$2,500.00 monthly
Controller
N. Harris Computer Corporation - CADManitoba,RemoteCA$85,000.00–CA$100,000.00 yearly
Remote
Full-time
General Manager
Blue ShockManitoba We are in search of an enthusiastic General Manager with a genuine passion for delivering outstanding service and a proven team builder.
Must have both corporate restaurant structure expreince and i...Show moreLast updated: 30+ days ago
Remote Benefits Advisor Manitoba
HTT RecruitingManitoba, CanadaCA$69,000.00 yearly
Remote
Full-time
Quick Apply
UNIVERSITY COLLEGE ENROLLMENT ADVISOR
Providence University College and Theological SeminaryManitoba, CACA$28.72–CA$44.38 hourly
Crisis Management Broker
AonVirtual, Manitoba, CanadaCA$100,000.00 yearly
- Promoted
Product Specialist in Manitoba
HORSCHManitoba, Canada HORSCH is a leading global manufacturer of innovative agricultural technology and developer of modern solutions for soil cultivation, seeding, and spraying.
Our international team is unified in a co...Show moreLast updated: 13 days ago
Account Manager
DMC RecruitmentManitoba, CACA$70,000.00–CA$80,000.00 yearly
Insurance Advisor
Westland InsuranceWinkler, MBCA$50,000.00 yearly
Coordinator Accounting
IG Wealth ManagementManitoba, CanadaCA$29.50 hourly
construction general manager
G S Homes LtdWest St. Paul, MB, CACA$52.00 hourly
Full-time +1
Remote Unionized Benefit Advisor
American Income Life AO - Keerat GrewalMB, CARemote
Full-time
Quick Apply
Senior Financial Functional Consultant - Advisory Workday Success Plans
Canada Workday ULCMB, CanadaCA$150,000.00 yearly
Remote
Full-time
Wealth Advisor ll - Partner - Access Credit Union
Aviso WealthWinkler, MB, CA30+ days ago
Salary
CA$75,716.00 yearly
Job type
- Quick Apply
Job descriptionSeek 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.