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Financial planner Jobs in Winkler, MB

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Financial planner • winkler mb

Last updated: 2 days ago
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed or Securities licensed) – English

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed or Securities licensed) – English

IG Wealth ManagementLieuWinnipeg, Manitoba, Canada
CA$20.00 hourly
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...Show moreLast updated: 30+ days ago
Regional Healthcare Sector Leader for Manitoba & Saskatchewan (Prairies)

Regional Healthcare Sector Leader for Manitoba & Saskatchewan (Prairies)

Royal Architectural Institute of CanadaManitoba
CA$55,419.00–CA$102,607.00 yearly
Full-time
Organization : Architecture49Job Description : .Reporting to the Managing Principal of Architecture49 MB, the Healthcare Sector Lead is accountable for the strategic development, business management ...Show moreLast updated: 30+ days ago
General Manager

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
Controller

Controller

N. Harris Computer Corporation - CADManitoba,Remote
CA$85,000.00–CA$100,000.00 yearly
Remote
Full-time
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
construction general manager

construction general manager

G S Homes LtdWest St. Paul, MB, CA
CA$52.00 hourly
Full-time +1
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
midwife

midwife

Prairie Mountain HealthMB, CA
CA$52.46 hourly
Full-time +1
Experience : 1 to less than 7 months.Maternity and parental benefits.Learning / training paid by employer.Show moreLast updated: 2 days ago
Bilingual Client Services Specialist (French / English)

Bilingual Client Services Specialist (French / English)

Questrade Financial GroupManitoba, Canada
CA$2,500.00 monthly
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
General Manager

General Manager

Manitoba Metis FederationManitoba
Develop and recommend to leadership the overall mission, strategic direction, goals, and operating principles of Michif Manor. .Deliver overall leadership and management of Michif Manor;.Ensure the ...Show moreLast updated: 30+ days ago
Wealth Advisor ll - Partner - Access Credit Union

Wealth Advisor ll - Partner - Access Credit Union

Aviso WealthWinkler, MB, CA
CA$75,716.00 yearly
Quick Apply
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
Work From Home - Business Development Representative

Work From Home - Business Development Representative

AO Globe Life - Woodley Paul-HectorWinkler, MB, CA
Remote
Quick Apply
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: 18 days ago
accounting manager

accounting manager

Epic OpportunitiesMB, CA
CA$25.16–CA$37.60 hourly
Full-time +1
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...Show moreLast updated: 5 days ago
bookkeeper

bookkeeper

Clean LineWest St. Paul, MB, CA
CA$27.00–CA$32.00 hourly
Full-time +1
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...Show moreLast updated: 30+ days ago
Director of Sales

Director of Sales

Aspire 2 Inspire Now Pty Ltdma, MB, CA
Quick Apply
Industry : Personal Development | Sales & Marketing | Coaching & Training Work From Anywhere | Flexible Hours | Performance-Based Earnings Are you driven, ambitious, and passionate about sel...Show moreLast updated: 5 days ago
  • Promoted
Project Manager

Project Manager

Connect Consulting Inc.Manitoba, Canada
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 ...Show moreLast updated: 12 days ago
Gestionnaire de dossiers d'invalidité bilingue

Gestionnaire de dossiers d'invalidité bilingue

ManulifeCAN, Manitoba, Full Time Remote
CA$50,250.00–CA$83,750.00 yearly
Remote
Full-time
Manulife’s Canadian Disability and Group Life team is looking for bilingual Disability Case Managers.This opportunity is 100% remote. As a Disability Case Manager, you’d support our plan members acr...Show moreLast updated: 30+ days ago
academic adviser

academic adviser

UCNMB, CA
CA$68,863.00–CA$88,343.00 yearly
Full-time +1
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.Show moreLast updated: 3 days ago
Maintenance Planner

Maintenance Planner

HyLifeManitoba, Canada
CA$19.93 hourly
Full-time
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...Show moreLast updated: 30+ days ago
Senior Financial Functional Consultant - Advisory Workday Success Plans

Senior Financial Functional Consultant - Advisory Workday Success Plans

Canada Workday ULCMB, Canada
CA$150,000.00 yearly
Remote
Full-time
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
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed or Securities licensed) – English

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed or Securities licensed) – English

IG Wealth ManagementLieuWinnipeg, Manitoba, Canada
30+ days ago
Salary
CA$20.00 hourly
Job description

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 Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!

Position Summary :

This position requires the successful candidate to be Mutual fund licensed or Securities licensed.

Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning whichgoes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.

Responsibilities :

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound / outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications :

  • Mutual fund licensed or Securities licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
  • Please visit our career page by clicking on the following link :

    We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

    IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.