Senior Financial Planner & Client Growth Leader
CIBC
CIBC is seeking a Senior Financial Planner in Vancouver to manage a large, relationship-driven client portfolio with self-sourced leads. You will deliver comprehensive financial advice and estate, retirement, tax and credit planning while mentoring a team of advisors to help clients secure their futures and growth opportunities.The role requires flexibility for banking centre hours (evenings/weekends) and travel between centres, with emphasis on client-centric service and local market
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 44 minutes ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner & Client Growth Leader in Winnipeg, MB vacancy
$110k - $130k per year
...solutions to their wealth management needs. Senior Financial PlannerHow does the role impact the organization?The Senior Financial Planner is an integral member of our Total Wealth... ...James advisory teams (advisors) and their clients. What will your role be responsible for?...SeniorWork at officeFlexible hoursRaymond James Financial
Winnipeg, MB51 minutes ago- ...who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your... ...dedicated relationship management, in-depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial Service...SeniorBank staffLocal areaFlexible hoursAfternoon shift
- RBC is recruiting a Financial Planner, Investment and Retirement Planning, to develop relationships... ...craft custom investment solutions for clients. You will be supported by internal partners... ...with variable compensation, offering growth through performance and ongoing client reviews...SuggestedLong term contract
RBC
Winnipeg, MB51 minutes ago - A career as a Senior Financial Planning Advisor or Senior Financial Planning Advisoress on the Advanced... ...planning expert for high-net-worth clients and Investment Advisors. In this role,... ...be part of a national team of financial planners, estate planning specialists, and tax experts...SeniorFlexible hours
National Bank of Canada
Winnipeg, MB44 minutes ago - Drive advisor success and revenue growth as a Regional Growth Leader at CI Financial. Shape the future of wealth management with your leadership. As a Regional... ...on developing and executing strategies that foster client retention and increase asset growth. Establishing strong...Suggested
CI Financial
Winnipeg, MB46 minutes ago - Advance high-net-worth client strategies through financial planning, taxation, and estate planning expertise with National Bank Financial in a hybrid environment.As a Senior Financial Planning Advisor on the Advanced Financial Planning team, you will serve high-net-worth clients...Senior
National Bank of Canada
Winnipeg, MB50 minutes ago - Scotiabank is seeking a Financial Planner to grow mass affluent relationships by delivering high-quality financial planning and investment advice... ...proactive outreach, networking, and building long-term client partnerships, both outside and inside Scotiabank. Based in Comox...Long term contractFlexible hours
Scotiabank
Winnipeg, MB46 minutes ago - ...Altis Technology in Montreal/Toronto is seeking a Senior Manager, Financial Reporting to lead a talented team through a period of growth and transformation. You will oversee monthly close, IFRS reporting, and controls while partnering with Treasury and stakeholders. The...SeniorLong term contract
Altis Technology
Winnipeg, MB52 minutes ago $80k - $120k per year
...Management Ltd., to recruit an experienced Financial Planner to join their growing wealth management... ...and family office services, helping clients navigate both their personal and business... ...product-driven environment.Reporting to the Senior Wealth Advisor, you will take primary...SeniorLong term contractCasual workWork at officeMonday to fridayDestinationone Consulting Inc.
Winnipeg, MB51 minutes ago- Job Responsibility: SENIOR MERCHANDISE PLANNER (PURCHASING ANALYST) At Bootlegger, our Merchandise Planner... ...buying and allocation, acting as the financial backbone of the cross functional team.... ...while showing off our latest looks Growth Opportunities - access to unlimited e-...SeniorPermanent employmentFull timeCasual workWork at officeRemote workWork from homeRelocationMonday to fridayFlexible hoursShift workDay shift2 days per week
$110.6k - $146.5k per year
...isseekinga highly motivated and entrepreneurial Senior Architect toestablish and grow our... ...business development instincts, a passion for client relationships, and a desire to help shape... ...,quality and schedule targetsManage the financial aspect of the project including planning,...SeniorOngoing contractContract workFor contractorsWork at officeRemote workWSP Global Inc.
Winnipeg, MB50 minutes ago- What is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your... ...diverse perspectives is core to our continued growth as one of the largest and most successful...Long term contractFull timeLocal areaFlexible hours
RBC
Winnipeg, MB47 minutes ago - ...levels and work in-office five days a week to support collaboration with senior leaders. You will partner with Marketing Analytics to shape forecasts for promotions and launches, and contribute to financial planning through volume forecasting and budgeting collaboration. A...SeniorWork at office
Tim Hortons
Winnipeg, MB45 minutes ago $250k per year
...customers and assisting them in achieving their financial goals by providing an integrated high-... ...composed of individuals and/or business leaders, while maintaining a balance between... ...business relationships with members and clients assigned to him or her by responding to their...InternshipRemote workFlexible hoursDesjardins
Winnipeg, MB47 minutes ago- ...Foundever is seeking a Director, Client Relations to drive growth and retention across key accounts in Canada. You will lead account management efforts, nurture high-value relationships, and regularly liaise with clients to ensure alignment with contracts and program launches...
Foundever
Winnipeg, MB49 minutes ago - ...CACEIS is seeking a Client Relationship Manager in Montreal to manage a portfolio of clients, coordinate reviews, and ensure high-quality service delivery. You will monitor client needs, identify opportunities for new services, and maintain strong relationships across the group...
Caceis Group
Winnipeg, MB45 minutes ago - Loblaw Companies Limited seeks a Senior Manager, Business Development to bridge corporate strategy with franchise partners and drive nationwide... ...locations, this national role requires travel and a strong financial mindset to support franchise programs and agreements. #J-18808...SeniorWork at office
Loblaw
Winnipeg, MB51 minutes ago - ...New Flyer is North America's heavy-duty transit bus leader and offers the most advanced product line under the Xcelsior and Xcelsior CHARGE... ...successful candidate will support the ongoing optimization of financial processes and reporting to help the organization effectively...SeniorFull timeInternshipImmediate start
- Support RBC Dominion Securities’ Family Enterprise Advisory team with strategic financial planning, client communication, and business development in Vancouver.This Senior Financial Planner position serves complex Ultra-High-Net-Worth and High-Net-Worth relationships within...Senior
RBC Dominion Securities Inc.
Winnipeg, MB45 minutes ago - CIBC in Vineland-Heritage Village is seeking a dynamic leader to drive client-focused banking excellence. You will guide a team of financial services professionals, shaping service standards and sales outcomes while supporting client goals—from home ownership to business ventures...
CIBC
Winnipeg, MB48 minutes ago - Edward Jones in Canada is seeking an experienced high net worth financial planner to provide comprehensive wealth management and tailored strategic advice for affluent clients. You will deliver integrated financial plans, collaborate with internal experts and external advisors...SeniorLong term contract
Edward Jones
Winnipeg, MB45 minutes ago - ...is assisting a family-owned insurance brokerage in finding a Senior Finance leader to own the accounting function and modernize controls,... ...near completion) and has 2+ years of progressive accounting experience in insurance or financial services, with #J-18808-LjbffrSenior
Summit Search Group
Winnipeg, MB49 minutes ago - Wealthsimple is Canada’s leading financial innovator, delivering simple, sophisticated products across wealth, investing, crypto, tax, and more. The Corporate Development team accelerates growth through mergers & acquisitions, strategic investments, and partnerships, identifying...Senior
Risk Hub
Winnipeg, MB50 minutes ago - Drive operational success as a Senior Client Services Manager. Lead global service delivery, manage contracts, and implement improvements to meet client expectations and satisfaction. This senior role emphasizes building strong partnerships with clients and internal teams...SeniorContract work
TMF Group
Winnipeg, MB45 minutes ago - Select how often (in days) to receive an alert: Title: Senior Manager, Investments Client Growth & EngagementRequisition ID: 277658Join a purpose driven... ...using client, portfolio, channel, competitive, financial, and performance insights. Build strategic recommendations...SeniorLong term contractTemporary work
Scotiabank
Winnipeg, MB47 minutes ago - ...Account Management team, combining brand storytelling with data‑driven performance to deepen partnerships with top retailers. You’ll coach Client Partners and Partner Managers, expand cross‑platform opportunities, and align with Marketing, Product, Operations, Merchant teams, and...Senior
Uber
Winnipeg, MB48 minutes ago - Sacopan, located in Sacré-Coeur on the North Shore, is seeking a Plant Controller to guide financial planning, month-end close, and internal controls for the manufacturing facility. You will translate operations data into actionable insights and partner with plant leadership...Relocation
Owens Corning
Winnipeg, MB50 minutes ago $161.5k - $222.3k per year
...us, you can. You want Purpose. Growth. Opportunity. People who get... ...Bring your technical expertise, client relationships and consulting... ...consulting services.Serve as a senior trusted advisor to clients, building... ...project governance and financial performance by providing guidance...SeniorWork at officeLocal areaRemote workFlexible hoursWSP Global Inc.
Winnipeg, MB49 minutes ago- ...goeasy is seeking a Senior Manager, Brand & Integrated Marketing to lead brand strategy and activation across customer touchpoints. You... ...integrated campaigns, and ensure metrics-driven decision making in a fast-growth environment. You will partner with Marketing, Product,...Senior
Goeasy
Winnipeg, MB48 minutes ago $110k - $125k per year
...team within RBC Dominion Securities is seeking an experienced, Senior Financial Planner to join the practice as an Ultra-High-Net-Worth (UHNW)... ...comprehensive financial planning skills addressing complex UHNW client situations, who is seeking to apply those skills in an...SeniorLong term contractWork at officeFlexible hoursRBC Dominion Securities Inc.
Winnipeg, MB43 minutes ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner & Client Growth Leader. 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