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Financial planner Jobs in Winnipeg, MB

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Financial planner • winnipeg mb

Last updated: less than 1 hour ago
Financial Planner

Financial Planner

Royal Bank of Canada>WINNIPEG, Canada
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
Process Planner

Process Planner

New FlyerWinnipeg, MB, CA
Full-time
Quick Apply
Responsible for maintaining and creating production routings and bills of material from engineering documentation.Plans the material flow, labor, and tooling requirements for new and existing produ...Show moreLast updated: 11 days ago
  • New!
Financial Planner

Financial Planner

The Toronto-Dominion BankWinnipeg, Manitoba, Canada
Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.Our c...Show moreLast updated: less than 1 hour ago
Financial Planner, Scotia Financial Planning - Winnipeg

Financial Planner, Scotia Financial Planning - Winnipeg

Scotiabank Global SiteWinnipeg, Manitoba, Canada
Full-time
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do we have refreshed our name to Financi...Show moreLast updated: 20 days ago
  • Promoted
Financial Planner - Winnipeg Financial Centre

Financial Planner - Winnipeg Financial Centre

ScotiabankWinnipeg, MB, Canada
Full-time
Financial Planner - Winnipeg Financial Centre.Be among the first 25 applicants.Financial Planner - Winnipeg Financial Centre. Get AI-powered advice on this job and more exclusive features.Join a pur...Show moreLast updated: 3 days ago
Material Planner - Days

Material Planner - Days

CarfairWinnipeg, MB, CA
Full-time
Quick Apply
Carfair Composites® is a leader in fiber-reinforced plastic design and composite technologies.Carfair Composites is a subsidiary of NFI Group, a leading independent bus and coach manufacturer and a...Show moreLast updated: 8 days ago
Financial Planner

Financial Planner

0000050007 Royal Bank of CanadaWINNIPEG, Manitoba, Canada
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
  • Promoted
Process Planner

Process Planner

Motor Coach IndustriesWinnipeg, MB, Canada
Full-time
Responsible for maintaining and creating production routings and bills of material from engineering documentation.Plans the material flow, labor, and tooling requirements for new and existing produ...Show moreLast updated: 23 days ago
Financial Controller

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
General Duty - Treatment Planner

General Duty - Treatment Planner

CancerCare ManitobaWinnipeg, Manitoba, Canada
Full-time +1
CancerCare Manitoba is the perfect place to thrive if youre seeking a fulfilling career in an organization that is committed to its employees well-being and professional development.The General Dut...Show moreLast updated: 23 days ago
Manager, Financial Analysis

Manager, Financial Analysis

BCEWinnipeg, Manitoba, Canada
Full-time
At Bell our purpose is to advance how Canadians connect with each other and the world.We achieve this by providing consumers and businesses with the best network technologies in the world innovativ...Show moreLast updated: 16 days ago
Financial Planner

Financial Planner

Royal Bank of CanadaWinnipeg, Manitoba, Canada
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 creati...Show moreLast updated: 6 days ago
Financial Officer

Financial Officer

Manitoba Catholic SchoolsWinnipeg, Manitoba, Canada
Full-time
Boniface Diocesan High School (SBDHS) is inviting applications for the position of Finance Officer.Established in 1965 SBDHS is a thriving Grade 9 to 12 Catholic high school.The Finance Officer pro...Show moreLast updated: 30+ days ago
Planner (380650)

Planner (380650)

Transcona MuseumWinnipeg, Manitoba, Canada
Full-time
Shared Health leads the planning and coordinates the integration of patient- centered clinical and preventive health services across Manitoba. The organization also delivers some province-wide healt...Show moreLast updated: 30+ days ago
Financial Planner

Financial Planner

TD1375 McPhillips Street, Unit 4, 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: 20 days ago
Maintenance Planner

Maintenance Planner

HyLifeManitoba, Canada
Full-time +1
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
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 ManagementWinnipeg, Manitoba, Canada
Full-time
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 Emp...Show moreLast updated: 7 days ago
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Financial Planner

Financial Planner

Royal Bank of Canada>WINNIPEG, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Summary

Job Description

What is the opportunity?

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, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

Please be advised specific location is to be determined and successful incumbent must be mobile within the Winnipeg Market

What will you do?

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP or CFP or QAFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning within a financial institution
  • Strong investment and credit experience / knowledge
  • Ability to be decisive in decision making and process heavy volumes
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
  • Fluent in English and Second Language is an asset
  • What’s in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work / life balance options
  • RBCFP

    Job Skills

    Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building

    Additional Job Details

    Address :

    370 PORTAGE AVE : WINNIPEG

    City : WINNIPEG

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform :

    PERSONAL & COMMERCIAL BANKING

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2024-05-30

    Application Deadline :

    2025-08-06

    Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

    I nclusion and Equal Opportunity Employment

    At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .