The Co-operators - Derlago Insurance GroupWinnipeg, MB, Canada
Full-time
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.
This role will specialize in Wealth...Show moreLast updated: 5 days ago
Financial Planner
Royal Bank of Canada>WINNIPEG, Canada
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients’ financial circumstances, cre...Show moreLast updated: 30+ days ago
As one of Manitoba's fastest growing companies, Smartrend Manufacturing Group (SMG), Inc.We work on exciting, patented, innovative technology that impacts our environment.What has remained constant...Show moreLast updated: 14 days ago
Manufacturing Engineering Supervisor
Motor Coach IndustriesWinnipeg, MB, CA
Full-time
Quick Apply
Manufacturing Engineering Supervisor.In this hands-on role, you'll provide technical expertise, mentor manufacturing engineers, and collaborate across departments to implement cutting-edge manufact...Show moreLast updated: 30+ days ago
Financial Planner
RBC - Royal BankWinnipeg, MB
CA$54,000.00–CA$68,000.00 yearly
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients' financial circumstances, cre...Show moreLast updated: 30+ days ago
Financial Planner
The Toronto-Dominion Bank (Canada)Winnipeg, Manitoba
Full-time
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner to...Show moreLast updated: 30+ days ago
Promoted
CFO (chief financial officer) - financial, communications and other business services
Government of Canada - WesternWinnipeg, MB, Canada
Full-time
Work must be completed at the physical location.There is no option to work remotely.Allocate material, human and financial resources to implement organizational policies and programs.Authorize and ...Show moreLast updated: 1 day ago
Promoted
Director of Traffic Engineering
Center for Watershed ProtectionWinnipeg, MB, Canada
CA$115,729.00–CA$141,810.00 yearly
Director of Traffic Engineering.Manitoba Transportation and Infrastructure.Traffic Engineering, Engineering and Technical Services.
Closing Date : February 16, 2025.The Manitoba government recognizes...Show moreLast updated: 28 days ago
Promoted
Financial Controller
Randstad CanadaWinnipeg, Manitoba, CA
Permanent
Quick Apply
Randstad Staffing is currently looking for experienced Financial Controllers to join some of Winnipeg's top firms and companies!.
We have partnered up with several great companies that are looking f...Show moreLast updated: 30+ days ago
Promoted
Senior Financial Analyst
Red River Co-opWinnipeg, MB, Canada
Full-time
Red River Co-op (RRC) is recruiting for the position of.Senior Financial Analyst at our home office, located at 10 Prairie Way in Winnipeg.
This position reports to the Chief Financial Officer.Essen...Show moreLast updated: 13 days ago
Financial Planner
0000050007 Royal Bank of CanadaWINNIPEG, Manitoba, Canada
CA$34.50 hourly
Full-time
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients’ financial circumstances, cre...Show moreLast updated: 30+ days ago
Associate Financial Advisor
CIBCWinnipeg, MB
CA$35,200.00–CA$51,400.00 yearly
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 30+ days ago
financial manager
Genuwine Cellars Inc.Winnipeg, MB, CA
CA$48.00–CA$50.00 hourly
Full-time +1
Assign financial projects and activities to workers in order to improve business decisions.Coordinate the organization's financial operations and budget activities in order to optimize financial pe...Show moreLast updated: 30+ days ago
Promoted
New!
SUN LIFE Financial Advisor
Financière Sun LifeSt. Mathews, CA
Full-time
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.
Financial advisors love to build long-term relationships...Show moreLast updated: 8 hours ago
Financial Analyst
Shared HealthWinnipeg, MB, CA
CA$20.00–CA$22.00 hourly
Permanent
Identify, design and deliver recommendations for improvements to enhance efficiency of various financial services, systems, processes and procedures.
Examine and interpret data to produce useful and...Show moreLast updated: 30+ days ago
Electrical Design / Engineering Intern
ARxIUM INCWinnipeg, MB, CA
Full-time
Quick Apply
Join the Future of Pharmacy Automation with ARxIUM! Who We Are : ARxIUM is a leader in pharmacy automation, offering innovative hardware and software solutions globally.
With over 20 years of experie...Show moreLast updated: 12 days ago
Engineering Manager
Accountants NowWinnipeg, Manitoba
CA$90,000.00 yearly
Full-time
Begin an engaging career with a cutting-edge electronics manufacturer as.If you’ve got solid skills in developing and executing electronic systems and components, apply now!.This renowned company t...Show moreLast updated: 30+ days ago
Financial Analyst
Fuze HRWinnipeg, Manitoba, Canada
Permanent
We are seeking an experienced Financial Analyst to join our team in Milton, Ontario.The successful candidate must have transportation industry experience, have strong Analytical, Financial planning...Show moreLast updated: 30+ days ago
Design Engineer / Engineering Technician
Standard Manufacturers Services LimitedWinnipeg, Manitoba, Canada
Full-time
Quick Apply
STUCK WORKING ON THE SAME PRODUCT EVERYDAY? LOOKING TO LEARN FROM INDUSTRY VETERANS IN THE DESIGN AND MANUFACTURING FIELDS?.
Are you interested in working on high visibility, million$+ project...Show moreLast updated: 30+ days ago
The Co-operators - Derlago Insurance GroupWinnipeg, MB, Canada
5 days ago
Job type
Full-time
Job description
Summary : The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role will specialize in Wealth Management with the possibility of Life Insurance if licensed. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and make informed product recommendations. In this role, you will provide expert financial guidance to clients, helping them to achieve their financial goals through effective planning and investment strategies.
Roles and responsibilities :
Support development of the agency operation through the sales and profitable growth of wealth management products.
Service and support the wealth management portfolio of the agency while adhering to compliance rules and regulations
Proactively complete client reviews focusing on wealth management products.
Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Support programs to build multi-client relationships.
Respond to and investigate client questions and concerns.
Qualifications and Skills :
Must be Mutual Fund licensed
CFP, PFA, or equivalent designations will be given preferred consideration
A minimum of two (2) years sales experience or related business experience is preferred
Performance of Core Functions :
Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
Strong contribution to achievement of the agency goals
Strong commitment to ongoing personal and professional development
Level of customer satisfaction as measured through client feedback
Demonstration of client needs analysis through commitment to use of financial security planning tools
Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
Work independently and effectively use and apply the resources available Impact on the Organization
Contribution to profitable growth and positive retention in the agency
Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information