Senior Wealth Advisor - 360° Strategy & Client Growth
Desjardins
Desjardins in Beloeil, Quebec, seeks a senior wealth management advisor to develop relationships with mass-affluent Signature Service clients and provide tailored 360° wealth management strategies. You will help clients reach financial and personal goals while collaborating with a team of experts to implement comprehensive savings and investment solutions.You will drive business growth, maintain high client satisfaction, and ensure prudent risk and compliance management within Desjardins’
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - 360° Strategy & Client Growth in Winnipeg, MB vacancy
- Support RFL Wealth Management’s growth through relationship management, strategic guidance, and confident client communication as a Financial Planner.As a Financial Planner, you will... ...move forward with recommended financial strategies. The role combines client advisory work...SuggestedAfternoon shift
RFL Wealth Management
Winnipeg, MB1 hour ago $110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-... ...largest independent wealth management firms. Client range of net worths: between $25M and $... ..., a positive / winning mentality for growth, and a high work ethic. Our team members...SeniorLong term contractWork at office- National Bank Financial - Wealth Management in Canada seeks a Wealth Management Advisor to manage a client portfolio and provide tailored financial guidance. You will build trusted relationships, collaborate with bank specialists, and contribute to client retention through exceptional...SuggestedWork at officeRemote work
Banque Nationale du Canada
Winnipeg, MB1 hour ago - ATB Wealth is seeking a Senior Financial Advisor in Grande Prairie to craft tailored financial strategies and integrated advice for high-potential clients. You will manage portfolios, build lasting relationships, and collaborate with internal experts to translate client dreams...Senior
ATB
Winnipeg, MB1 hour ago - ...partnerships supporting brand and business priorities. As Senior Advisor, Brand Sponsorships, you will manage provincial and national sponsorship... ...: Evaluate sponsorship opportunities against strategy, priorities, values, audiences, and trends Lead negotiations...Senior
- Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an existing book of employee clients and grow the program through referrals. You will deliver investment planning, portfolio management, and personalized client service while collaborating...
Connor, Clark & Lunn group
Winnipeg, MB1 hour ago $95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need... ...discretionary investment managers, and help clients achieve their unique financial goals... ...tailored specifically to your professional growth. Your High-level Job...InternshipFlexible hours- As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.Required You advise and assist members and clients in executing strategies using the 360° approach, including...SeniorInternshipRemote workFlexible hours
Desjardins
Winnipeg, MB1 hour ago - At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational.... ...resources of an award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting...SeniorLong term contractImmediate startFlexible hours
ATB Financial
Winnipeg, MB1 hour ago - As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients...SeniorInternshipRemote workFlexible hours
Desjardins
Winnipeg, MB1 hour ago - ...Ambassador inside our branches, you will put clients first and find solutions to their... ...with us as a future Account Manager/Banking Advisor. What will you do? Proactively... ...diverse perspectives is core to our continued growth as one of the largest and most successful...Flexible hours
- Bring premium client experience and commercial strategy to Wealthsimple’s advice business in a hybrid environment across North America. Shape differentiated services.As Senior Manager, you will define what exceptional wealth management advice feels like and prove the model before...Senior
Wealthsimple Inc.
Winnipeg, MB1 hour ago - Strengthen trusted client relationships through wealth management advisory services, financial planning, and frequent... ...National Bank.As a Private Wealth Advisor within Commercial & Private Banking 1859, you will determine integrated strategies with clients and adapt solutions as...Work at office
National Bank of Canada
Winnipeg, MB1 hour ago - ...an established and growing independent wealth management and financial planning firm... ...an emphasis on understanding each client’s broader financial objectives and providing... .... We are seeking an experienced Senior Wealth Management Advisor / Certified Financial Planner (CFP) to...SeniorLong term contract
Summit Search Group
Winnipeg, MB1 hour ago - ...of Canada's leading boutique wealth practices, a team trusted by some... ...opportunity is differentMost advisors at this level are working... ...of small accounts, a crowded client list or a product shelf they did... ...year, and every family receives senior level attention and proactive...SeniorLong term contractWork at office
The Mirillion Group
Winnipeg, MB1 hour ago - Build lasting client relationships as a Wealth Advisor in Calgary, with hybrid or remote flexibility and expertise in investment advice.This permanent,... ...tailored investment guidance, and develop financial planning strategies. The role also involves transitioning acquired...SeniorPermanent employmentFull timeRemote work
Altis
Winnipeg, MB1 hour ago - Elevate client wealth management with Stenner Wealth Partners in Vancouver as a Senior Wealth Advisor. Service ultra-high-net-worth families, providing tailored investment strategies and personalized planning solutions. Join an exclusive multi-family office and lead client...SeniorWork at office
Canaccord Genuity Corp.
Winnipeg, MB1 hour ago $100k - $140k per year
...investment management organization to find an experienced, client-focused Wealth Advisor in Toronto, Ontario. This is an exciting opportunity to... ...client experiences and contribute to the continued growth and development of the wealth management platform.What's in...SeniorLong term contractPermanent employmentWork at officeRemote workAltis
Winnipeg, MB1 hour ago- iA Financial Group is seeking a Senior Actuarial Advisor to develop advanced actuarial models and analyze financial performance for Dealer Services... ..., and contribute to product design and risk management strategies in a hybrid work environment in Canada. #J-18808-LjbffrSenior
iA Financial Group
Winnipeg, MB1 hour ago - Elevate your career as a Senior Wealth Advisor with Stenner Wealth Partners+ in Vancouver. Provide expert wealth management to high-net-worth clients while fostering enduring relationships. Stenner Wealth Partners+ is seeking a seasoned wealth advisor to lead client service...SeniorWork at office
CGC Canaccord Genuity Corp.
Winnipeg, MB1 hour ago - Shape client growth strategy at Blacksmith Agency through sales calls, performance roadmaps, and accountable leadership across PPC and SEO.As a senior Paid Media Manager, you will help validate scope, pitch technical recommendations, and support deal closing. You will direct...SeniorRemote work
Blacksmith Agency LLC
Winnipeg, MB1 hour ago - Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor for Employee Accounts in Canada. You will deliver investment... ...employees, build trusted relationships, and drive growth through referrals. The role emphasizes client-centric service, mentorship, and opportunities to...
Connor, Clark & Lunn group
Winnipeg, MB1 hour ago - Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, in Canada to manage an established employee client book and grow referrals within the firm. The role emphasizes exceptional client service, investment planning, and active business development...
Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, MB1 hour ago - Connor, Clark & Lunn Private Capital Ltd. (CC&L) invites you to join its Wealth Advisor team, focusing on Employee Accounts and building strong client relationships within the CC&L group. You will deliver investment planning, portfolio management and exceptional service to...
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB1 hour ago - ...Clark & Lunn Private Capital Ltd. (CC&L) seeks a Wealth Advisor, Employee Accounts, to manage an established employee client book within the CC&L Employee Investment Program... ...planning and personalized service. Join a high-growth team with coaching support and opportunities to...
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB1 hour ago - Scotia Wealth Management seeks a Senior Total Wealth Planner in Vancouver skilled in Naviplan, complex planning, and client presentations.This senior position provides comprehensive advice... ...focused recommendations, present related strategies, and identify opportunities...Senior
Scotiabank
Winnipeg, MB1 hour ago - Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, to help clients achieve financial goals with a pension-calibre investment offering and strong reputation. In this client-facing role, you will manage an established book of employee clients...
Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, MB1 hour ago $119.09k - $144.7k per year
OverviewAre you an experienced strategy professional or management consultant looking to... ...a meaningful impact? We are seeking a Senior Strategy Advisor within the Office of Strategy Management... ...and opportunities for professional growth. Every day, the work we do impacts people...SeniorWork at officeRemote workWorkSafeBC
Winnipeg, MB1 hour ago- Build comprehensive financial plans in Regina as a Wealth Management Advisor with Virtus Private Wealth, connecting tax, insurance, and... ...within Virtus Group. You will develop practical strategies, strengthen client relationships, and coordinate with accounting, tax, and...Senior
Virtus Group
Winnipeg, MB1 hour ago - Comprehensive financial planning and wealth management define this Calgary opportunity for an experienced Senior Advisor and Certified Financial Planner. Build trusted client relationships.Summit Search Group is recruiting for an established independent wealth management and...SeniorLong term contract
Summit Search Group
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - 360° Strategy & Client Growth. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB