Senior Financial Advisor Wealth Management
ATB Financial
Shape holistic financial plans and investment designs as a Senior Financial Advisor with ATB Wealth, building trusted client relationships through tailored advice.This entrepreneurial role offers autonomy while connecting clients with ATB’s internal experts. You will manage complex investment solutions, including mutual funds and securities, while aligning advice with evolving client goals. Success requires strong discovery, communication, business judgment, and relationship-building skills.Key Responsibilities:
Deliver tailored financial strategies and complex investment solutionsManage proactive client relationships with timely guidanceCoordinate internal teams for client-focused resultsBuild trust through thoughtful client engagementManage end-to-end financial planning workflowsRequirements:
Five to seven-plus years’ financial services sales experienceProven ability to grow an investment client bookEstablished community and centre-of-influence networksImmediate eligibility for Registered Representative registration through CIROCommerce, Economics, Business, or related undergraduate degreeBring wealth management experience, investment expertise, and relationship-building strength to ATB Wealth’s Senior Financial Advisor role.
#J-18808-Ljbffr
Deliver tailored financial strategies and complex investment solutionsManage proactive client relationships with timely guidanceCoordinate internal teams for client-focused resultsBuild trust through thoughtful client engagementManage end-to-end financial planning workflowsRequirements:
Five to seven-plus years’ financial services sales experienceProven ability to grow an investment client bookEstablished community and centre-of-influence networksImmediate eligibility for Registered Representative registration through CIROCommerce, Economics, Business, or related undergraduate degreeBring wealth management experience, investment expertise, and relationship-building strength to ATB Wealth’s Senior Financial Advisor role.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor Wealth Management in Winnipeg, MB vacancy
- About the Role Our client, a prestigious wealth management firm with a presence in Kimberley , is seeking an accomplished Senior Financial Advisor. This hybrid role combines the essential personal interaction required for client trust with the flexibility of remote work...SeniorLong term contractWork at officeRemote workFlexible hours
Placements24
Winnipeg, MB1 hour ago $110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $... ...Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique... ...(or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice...SeniorLong term contractWork at office- Build lasting client relationships through holistic financial planning and investment design as a Senior Financial Advisor with ATB Wealth. Shape tailored strategies supporting complex, long-term wealth goals.At ATB Wealth, this senior advisory role combines entrepreneurial...SeniorLong term contract
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 - 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 $95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one... ...independent and privately held discretionary investment managers, and help clients achieve their unique financial goals while providing exemplary service. As an...InternshipFlexible hours- Scotia Wealth Management seeks a Senior Total Wealth Planner in Vancouver skilled in Naviplan, complex planning, and client presentations.This senior... ...and support to high net worth clients through goals-based financial plans. You will review client-focused recommendations, present...Senior
Scotiabank
Winnipeg, MB1 hour ago - Build comprehensive financial plans in Regina as a Wealth Management Advisor with Virtus Private Wealth, connecting tax, insurance, and estate planning.This experienced advisor will help grow VPW’s Regina presence within Virtus Group. You will develop practical strategies, strengthen...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 - Serve Quebec high net worth clients at Wealthsimple using comprehensive financial planning and investment management expertise in a hybrid team.As a Senior or Lead Advisor, you will support clients throughout their Wealthsimple journey. You will create tailored financial plans...Senior
Wealthsimple
Winnipeg, MB1 hour ago - ...and learning and development. About The RoleAs ATB's next Senior Financial Advisor, Imagine running your own enterprise, but with the backing,... ...financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies...SeniorLong term contractImmediate startFlexible hours
ATB Financial
Winnipeg, MB1 hour ago - As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients... ...' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to...InternshipRemote workFlexible hoursAfternoon shift
Desjardins
Winnipeg, MB1 hour ago - ...deliver impactful leadership every day. About the RoleAs ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for... ...Experience & Requirements Thorough knowledge of wealth management solutions and tools Deep understanding of mutual fund...Immediate startFlexible hoursShift workAfternoon shift
ATB Financial
Winnipeg, MB1 hour ago - Bring wealth management expertise to ATB as a Financial Advisor supporting clients through calls, video meetings, and email. Provide investment advice and education digitally.In ATB Wealth’s Wealth Advice Centre, you will support new and existing clients while uncovering needs...
ATB Financial
Winnipeg, MB1 hour ago - ...Quebec, Canada ), is seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is full-... ...potential. We form a dynamic team whose diverse backgrounds and wealth of perspectives are one of the keys to our success. We offer...SeniorPermanent employmentFull timeWork at officeRemote work
- Help shape the future of wealth management with Virtus Private Wealth (VPW). Financial decisions don’t happen in isolation, and we don’t believe financial planning... ...’re looking for an experienced Wealth Management Advisor based in Regina who wants to help us continue building...Long term contractSummer workWork at officeLocal areaFlexible hours
Virtus Group
Winnipeg, MB1 hour ago - ...-net-worth client strategies through financial planning, taxation, and estate planning... ...in a hybrid environment.As a Senior Financial Planning Advisor on the Advanced Financial Planning team... ...retirement, and estate matters, and support wealth management objectives. The national...Senior
National Bank of Canada
Winnipeg, MB1 hour ago - Build lasting client relationships as a Wealth Advisor in Calgary, with hybrid or remote flexibility and... ...an expanding wealth advisory team. You will manage relationships, provide tailored investment guidance, and develop financial planning strategies. The role also involves...SeniorPermanent employmentFull timeRemote work
Altis
Winnipeg, MB1 hour ago - ...Group is recruiting for an established and growing independent wealth management and financial planning firm in Calgary. The firm provides... ...of their financial lives. We are seeking an experienced Senior Wealth Management Advisor / Certified Financial Planner (CFP...SeniorLong term contract
Summit Search Group
Winnipeg, MB1 hour ago - Build trusted client relationships as a Desjardins Wealth Management Advisor, using financial planning and investment expertise to shape suitable solutions. French and advanced English are required.You advise mass-affluent individuals, businesses, and business owners across...Internship
Desjardins
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... ...year, and every family receives senior level attention and proactive... ...solutions together with portfolio managers and analysts Help mentor...SeniorLong term contractWork at office
The Mirillion Group
Winnipeg, MB1 hour ago - As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything... ...Spirit. Cambrian Credit Union is seeking a Senior Financial Advisor to join our dynamic Wealth Management Team. The Senior Financial Advisor (...SeniorLong term contractTemporary workBank staffShift work
CAMBRIAN CREDIT UNION
Winnipeg, MB1 hour ago - Build lasting relationships with wealthy clients in Quebec through wealth management advice, integrated financial strategies, and frequent portfolio follow-up.As part of National Bank's Commercial & Private Banking 1859 team, you will serve as a preferred financial specialist...Work at office
Banque Nationale du Canada
Winnipeg, MB1 hour ago - Lead financial risk management and planning at Desjardins, coordinating risk reporting, capital plans, and decision-ready recommendations.This Senior Risk Partner Advisor position supports selected Desjardins entities within the three lines of defence model. You lead strategic...Senior
Federation Caisses Desjardins
Winnipeg, MB1 hour ago $75k - $125k per year
...is one of Canada's leading independent wealth management firms. We are a diverse group of people... ...all driven towards one goal: helping our advisors build a better business through a... .... Canada Life is a member of the Power Financial Corporation group of companies and servesthe...SeniorLong term contractPermanent employmentFull timePart timeInternshipWork at officeLocal areaFlexible hoursCanada Life
Winnipeg, MB1 hour ago$100k - $140k per year
...partnering with a leading Canadian investment management organization to find an experienced, client-focused Wealth Advisor in Winnipeg, Manitoba. This is an exciting... ...management business, support clients through important financial decisions, and build long-term relationships...SeniorLong term contractPermanent employmentFull timeWork at officeRemote workAltis
Winnipeg, MB1 hour ago- ...net-worth client relationships as an Investment Advisor with RBC Dominion Securities in Windsor, using planning and financial advice.This full-time Investment Advisor role offers 37.5 hours weekly within RBC Wealth Management. You will build a client base, manage complex financial...Long term contractFull time
Royal Bank of Canada
Winnipeg, MB1 hour ago - Build wealth management relationships as an Investment Advisor with RBC Dominion Securities in Saskatoon, using financial planning and portfolio management expertise.This full-time Investment Advisor opportunity supports high-net-worth individuals, families, and business owners...Full time
RBC Dominion Securities Inc.
Winnipeg, MB1 hour ago - Build personalized wealth plans as an Investment Advisor with RBC Dominion Securities in Surrey, using financial planning and relationship skills daily.As an Investment Advisor, you... ..., families, and business owners. You will manage complex financial needs through customized...Long term contract
Royal Bank of Canada
Winnipeg, MB1 hour ago - Advisor coaching and wealth management expertise define this hybrid Meridian role. Support leaders and advisors across retail branches throughout the assigned... ...and sustain behavioural change across WealthSupport financial-planning conversations, referrals, and activity...Work at office1 day per week
Meridian Credit Union
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor Wealth Management. 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