25 Wealth Management Jobs in Winnipeg, Canada

Role highlights

• Job Purpose: The Manager, Wealth Credit Structuring is focused on customized commercial credit underwriting (new applications and annual re…
• Private Banker(s) to client meetings to build relationships and obtain relevant information to build an understanding of client’s credit ne…

Role highlights

• As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing…
• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that a…

Role highlights

• As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s…
• About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures –…

Role highlights

• Must-have Financial Planning Designation (PFP® or CFP®) Mutual Funds License (IFIC or CSC) Minimum 2 years’ experience in financial plannin…
• As an RBC Investment and Retirement Planner In the Winnipeg North Market, you create custom investment solutions for prospective and…

Role highlights

• Provides specialized support related to investment client services issue including preparing information for client meetings, annual review…
• Coordinates marketing activities and sales material to support client / prospect conversations.

Role highlights

• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…
• Experience in financial services is an asset.

Role highlights

• Assists with managing a portfolio of clients to retain and grow relationships.
• A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Role highlights

• As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by…
• Communicate with clients to learn about their needs and help them achieve their goals Provide professional advice and education with…

Role highlights

• Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you…
• Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth revie…

Role highlights

• Excellent client service skills are required.
• Initiate and maintain excellent relationships with clients, advisors, branch support staff, head office staff, carrier contacts and other k…

Role highlights

• Your Opportunity Our Winnipeg office is looking for a Senior Manager to join the Assurance team and own the following…
• Perform audits on a variety of clients, prepare working papers per regulatory standards.

Role highlights

• The position acts as a subject matter expert for Wealth partners when presenting to their clients.
• The Core Responsibilities Sells and supports sales targets for estate and trust solutions: Responds to inquiries regarding personal trust o…

Role highlights

• Position Overview Provides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investm…
• Keep current on emerging trends, legal changes and developments in the tax and estate planning field Assist with quality assurance…

Role highlights

• The Associate Advisor will: Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and d…
• This role focuses on providing customized financial solutions to clients in with an emphasis on individual insurance and investment product…

Role highlights

• Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products…
• Prepare and submit transfer forms to brokers and insurance companies Support transfer investigations and resolve discrepancies as they aris…