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Financial planning and analysis Jobs in Winnipeg, MB

Last updated: 16 hours ago
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

Royal Bank of Canada>WINNIPEG, Canada
As an RBC Financial Planner, Investment and Retirement Planning, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activi...Show moreLast updated: 30+ days ago
Process Planning Technician

Process Planning Technician

Standard Manufacturers Services LimitedWinnipeg, Manitoba, Canada
Full-time
Quick Apply
READY TO ADVANCE YOUR CAREER WITH A GROWTH-ORIENTED MANUFACTURER? LOOKING TO LEARN FROM INDUSTRY VETERANS IN THE MANUFACTURING AND ENGINEERING FIELDS ON NEW PROGRAMS?. Are you interested in working ...Show moreLast updated: 9 days ago
  • Promoted
Controller

Controller

Robert HalfWinnipeg, MB, CA
CA$100,000.00–CA$125,000.00 yearly
Permanent
Quick Apply
We are on the hunt for a Controller to join our clients team in Winnipeg, Manitoba.This role involves working collaboratively with various functional groups and providing accounting and financial s...Show moreLast updated: 7 days ago
  • Promoted
Financial ManagerAccountant

Financial ManagerAccountant

destinationone ConsultingWinnipeg, Manitoba, Canada
CleanTech Education and EdTech Government (Municipal State / Provincial and Federal) Health and MedTech Healthcare and Wellness Legal NotForProfit and Public Accounting. We are committed to building a...Show moreLast updated: 30+ days ago
  • Promoted
RFR BA-399 - Business Analyst

RFR BA-399 - Business Analyst

freelance.caWinnipeg, Canada
Full-time
Job Description The opening is for.If interested kindly send the following documents.Friday, January 24, 2025 12 : 00 PM EST. Without mandatory documents, we cannot proceed further.Updated Resume in w...Show moreLast updated: 15 days ago
management planning officer

management planning officer

Lawn 'N' Order Custom LandscapesWinnipeg, MB, CA
CA$32.00 hourly
Permanent
Establish work priorities and ensure procedures are followed and deadlines are met.Assist in the preparation of operating budget and maintain inventory and budgetary controls.Assemble data and prep...Show moreLast updated: 14 days ago
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of CanadaWINNIPEG, Manitoba, Canada
CA$34.50 hourly
Full-time
As an RBC Financial Planner, Investment and Retirement Planning, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activi...Show moreLast updated: 30+ days ago
  • New!
Business Analyst - REMOTE - BA341

Business Analyst - REMOTE - BA341

Flexstaf ITWinnipeg, MB, Canada
Remote
Full-time
Quick Apply
Health Care Retention and Recruitment Office (HCRRO).About Shared Health & HCRRO.Shared Health leads the planning and coordination of patient-centred clinical and preventive health services acr...Show moreLast updated: 16 hours ago
  • Promoted
Transportation Planning Lead

Transportation Planning Lead

KGS GroupWinnipeg, MB, Canada
Full-time
Transportation Department in Winnipeg.Our transportation team provides custom solutions that push boundaries to meet the infrastructure demands of today and for the future.Our team creates solution...Show moreLast updated: 5 days ago
Sr Network Performance Analyst (5G / LTE) to perform network analysis, capacity planning and optimization for our large telco client- 19188

Sr Network Performance Analyst (5G / LTE) to perform network analysis, capacity planning and optimization for our large telco client- 19188

S.i. SystemsWinnipeg
CA$60,000.00–CA$90,000.00 yearly
Sr Network Performance Analyst (5G / LTE) to perform network analysis, capacity planning and optimization for our large telco client- . WFH (Fully Remote (Prefers Pacific & Mountain time, but open to ...Show moreLast updated: 30+ days ago
  • Promoted
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
Manager, Consulting - Farm Management Consulting

Manager, Consulting - Farm Management Consulting

MNPWinnipeg, MB, Canadá
CA$78,471.00–CA$106,167.00 yearly
Make an impact with our Farm Management Consulting team as a Manager.This diverse team of professionals intuitively understands the evolving challenges and opportunities of Farm Management.As a tru...Show moreLast updated: 30+ days ago
Financial Planner Investment and Retirement Planning

Financial Planner Investment and Retirement Planning

RBC - Royal BankWinnipeg, MB
CA$20.00 hourly
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Winnipeg Market. Alongside your own prospecting and networking...Show moreLast updated: 30+ days ago
Director, Economic and Fiscal Analysis

Director, Economic and Fiscal Analysis

Manitoba GovernmentWinnipeg MB
CA$110,906.00–CA$135,758.00 yearly
Treasury Board Secretariat (TBS) provides direction for the management of public funds to meet government objectives and promotes the efficient implementation of government policies and programs th...Show moreLast updated: 30+ days ago
Tax & Estate Planning Accountant

Tax & Estate Planning Accountant

IG Wealth ManagementManitoba, Canada
CA$50,000.00–CA$100,000.00 yearly
Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail. Prepare written reports (based on d...Show moreLast updated: 30+ days ago
Business Process Manager

Business Process Manager

NFI PartsWinnipeg, MB, CA
Full-time
Quick Apply
North America’s most comprehensive organization providing parts, technical publications, training, and support for buses and motor coaches. NFI Parts is the parts division of NFI Group, providing re...Show moreLast updated: 21 days ago
CFO (chief financial officer) - financial, communications and other business services

CFO (chief financial officer) - financial, communications and other business services

CL Chartered Professional Accountant Ltd.Winnipeg, MB, CA
CA$78.00–CA$86.00 hourly
Permanent
Allocate material, human and financial resources to implement organizational policies and programs.Authorize and organize the establishment of major departments and associated senior staff position...Show moreLast updated: 30+ days ago
Manager of Financial Planning & Analysis

Manager of Financial Planning & Analysis

Mercer BradleyWinnipeg, MB
CA$80,000.00–CA$85,000.00 yearly
Permanent
Manager of Financial Planning & Analysis.Join a diverse project based organization with a great mentor!.You as the Manager of Financial Planning & Analysis. Have completed or are in the process of c...Show moreLast updated: 30+ days ago
Financial Analyst

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
Finance Director, Decision Support

Finance Director, Decision Support

Gerber Collision & GlassWinnipeg, AA
CA$140,000.00–CA$150,000.00 yearly
Full-time
The role of the Finance Director, Decision Support is to lead a team of Finance Business Partners and FP&A Professionals that serve to and bring together cross-functional stakeholders within the Co...Show moreLast updated: 30+ days ago
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

Royal Bank of Canada>WINNIPEG, Canada
30+ days ago
Job description

Job Summary

Job Description

What is the opportunity?

As an RBC Financial Planner, Investment and Retirement Planning, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

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

What will you do?

Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions

Acquire and consolidate existing and new-to-RBC clients and assets

Connect clients with the right RBC team members to help continuously meet their needs

Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

Financial Planning Designation (PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Minimum 2 years’ experience in financial planning

Proven networking and client acquisition skills

Ability to cultivate strong partner relationships

Digital Savviness, ability to effectively utilize mobile applications

Fluent in English and a 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.

A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options

World-class training programs and career development opportunities

The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded

A flexible work schedule based on client preferences and your own work / life balance

Innovative mobile technology to ensure your success

LI-RZ1

RBCFP

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address :

2350 MCPHILLIPS ST : WINNIPEG

City : WINNIPEG

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Pay Type : Commission

Posted Date : 2024-01-30

Application Deadline :

2025-02-25

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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