Senior Wealth Advisor - 360° Planning & Premium Service
Desjardins
Desjardins is seeking a Senior Wealth Management Advisor to serve and develop relationships with mass-affluent Signature Service clients. You will execute comprehensive financial strategies using a 360° approach, focusing on savings and investments aligned with client goals.You will collaborate with the senior advisor, maintain client relations, and ensure compliance while driving business growth. French language proficiency is required for this role.
#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° Planning & Premium Service in Winnipeg, MB vacancy
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110... ...on achieving the highest level of client service and results. A high attention to detail... ...working closely with Thane Stenner and senior team members. Build trusted, multigenerational...SeniorLong term contractWork at office$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need... ...financial goals while providing exemplary service. As an Wealth Advisor, Employee... ...service and the delivery of investment planning and portfolio management to employees participating...SuggestedInternshipFlexible hours- ...seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This... ...work Defined-contribution pension plan with generous employer participation from... ...team whose diverse backgrounds and wealth of perspectives are one of the keys to...SeniorPermanent employmentFull timeWork at officeRemote work
- ...remotely. Work setting - Private sector - Automobile repair services Tasks - Answer inquiries and provide information to... ...with a valid work permit Benefits Health benefits - Dental plan - Health care plan - Paramedical services coverage Financial...SuggestedPermanent employmentTemporary workRemote work
- 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...Senior
Desjardins
Winnipeg, MB1 hour ago - ...We are seeking a Senior Construction Advisor or Contract Administrator to join our Winnipeg-based Water team. This is an opportunity for a seasoned construction professional with 20+ years of experience in contracting or consulting environments to lead complex construction...SeniorContract workFor contractors
$70k - $150k per year
Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise... ...Support team, the Wealth Planning Advisor (WPA) provides financial planning expertise...Contract workPart timeWork at officeRemote workBMO
Winnipeg, MB1 hour ago$59k - $97k per year
...owned and operated professional services firm in our country, we are... ...typical day look like? As a Senior Accountant in the Accounting... ...clients, and will assist with tax planning strategies. You have strong... ...recruitment experience. Our recruitment advisors and hiring teams will utilize...SeniorPermanent employmentFlexible hours- ...thinking, analytics, and commercial acumen in a hybrid Toronto role. Lead partnerships supporting brand and business priorities. As Senior Advisor, Brand Sponsorships, you will manage provincial and national sponsorship investments within a complex organization. You will...Senior
$70k - $150k per year
...McGill College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth Planning Support Team (WPST) is a business... ...BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory,... ...Role Overview The Wealth Planning Advisor (WPA) is responsible for providing financial...Part timeWork at officeWork from homeBMO
Winnipeg, MB1 hour ago- Advance wealth planning expertise with BMO as a Wealth Planning Advisor supporting professionals through customized financial planning solutions. Work hybrid, with... ...day.Within BMO Wealth Planning, Trust & Advisory Services, you will support Private Wealth, BMO Nesbitt Burns...Work at officeRemote work1 day per week
BMO
Winnipeg, MB1 hour ago $180k - $200k per year
...Lead planning on a multi-billion flagship Toronto transit project, with a genuine opportunity to step up in scale, responsibility and long... ...infrastructure, ideally at Planning Manager, Lead Planner or Senior Planner level. Strong Primavera P6 skills, including critical path...SeniorLong term contractFor contractorsRelocation- 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 - ...DESCRIPTION GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of... ...required paperwork, tests, products and services Attentive to details; reviews... ...offered a competitive bonus and/or commission plan, which complements a first-class total rewards...Minimum wagePart timeWork at officeLocal area
- As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. RequiredYou advise and assist members and clients in executing strategies using the 360° approach, including...SeniorInternshipRemote workFlexible hours
Desjardins
Winnipeg, MB1 hour ago - Serve mass-affluent Signature Service members through wealth management, financial planning, and investment strategies. Build relationships while working closely with expert partners and colleagues.As a senior wealth management advisor at Desjardins, you advise members and...Senior
Desjardins
Winnipeg, MB1 hour ago - ...expert technicians and our loyal customers. The Role As the Service Writer/Manager, you are the face of Seven Oaks Transmissions.... ...Experience: 5+ years of experience as an Automotive Service Advisor or Manager. Specific knowledge of automotive drivetrains is a significant...Full timeLocal areaMonday to friday
Seven Oaks Transmissions
Winnipeg, MBmore than 2 months ago - ...The Alberta Public Service’s Ministry of Energy and Minerals is seeking a Manager, Business Planning to lead and coordinate the department’s planning and reporting efforts, including the development of the business plan and annual report. The role collaborates with divisions...
- ...your investment knowledge as a Toronto Wealth Advisor with remote-based flexibility and regional... ...guidance and comprehensive financial planning. This permanent, full-time role supports... ...teamsRequirements: Five or more years in financial services or wealth managementRegistered...Permanent employmentFull timeRemote work
Altis
Winnipeg, MB1 hour ago $70k - $140k per year
...Address595 Burrard Street Job Family GroupWealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel... ...segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning...SeniorPart timeBMO
Winnipeg, MB1 hour ago- Advanced financial planning and HNW client expertise define this Senior Wealth Planning Consultant position at BMO, based at 595 Burrard Street. Collaborate with Investment Advisors.This senior position serves High Net Worth and Ultra High Net Worth clients through documented...Senior
BMO
Winnipeg, MB1 hour ago $50k - $100k per year
...37.5 Line of Business: TD Wealth Pay Details: $50,000 - $... ...clients with holistic discovery and planning resulting in customized wealth... ...one of Canada's premier full-service brokerage firms for clients... ...and professional Investment Advisor, while maintaining active participation...Full timeWork from home- Shape complex wealth plans for HNW/UHNW clients at BMO, using financial analysis and consultative planning expertise. Collaborate across wealth... ...with Private Bankers, Investment Counsellors, Investment Advisors, Relationship Managers, clients, and external advisors to develop...SeniorLong term contract
BMO Nesbitt Burns Inc.
Winnipeg, MB1 hour ago - ...development. About the RoleAs ATB's next Senior Financial Advisor, Imagine running your own enterprise,... .... As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios -... ...Accountabilities Holistic Financial Planning & Investment Design: Deliver...SeniorLong term contractImmediate startFlexible hours
ATB
Winnipeg, MB1 hour ago - ...depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly deliver... ...responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive...SeniorBank staffLocal areaFlexible hoursAfternoon shift
$45k - $55k per year
...customers across 200+ locations across Canada. Insurance Advisor In this role, you will be part of a team of... ...and have the opportunity to offer this new and dynamic service for our clients under a specified premium threshold. Here Is What a Typical Day Looks Like...Full time- ...dedicated to providing fully optional tools and services tailored to meet the unique needs of First... ...benefits including a Registered Pension Plan with matching contributionsOpportunities... ...availableWhat You Will DoSupport the Senior Manager FMS Support Services in the planning...SeniorFull timeContract work
- ...recognized for providing highly reliable service and exceptional customer satisfaction. Join... ...Position Overview: We are seeking a Long-Term Planning Analyst to join our Asset Management... ...continuously improve the Asset Management Plan (AMP), Manitoba Hydro's long-term (10+...Hourly payLong term contractInternship
- ...for their clients. The Estate Planning Assistant is accountable for supporting... ...quotes, ongoing client service and supporting other projects... ...to the appropriate Investment Advisor on a timely basis. Follow-up... ...insurance carriers as requested. Plan and organize seminars, lunch...Full timeContract workTemporary workFixed term contractWork at officeMonday to friday
- ...discounted pricing on vehicles, parts and service. Vickar Automotive Group is committed to the... ...looking to fill the position of a parts advisor, who will be responsible for scheduling... ...competitive and well-rounded group benefits plan, including a discounted gym membership and...Full timeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - 360° Planning & Premium Service. 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