Steinbach, Mb Director, financial planning, analysis & treasury Jobs – 76 Openings This Week

Financial Planner & Servicing Advisor
Craft Financial Group —Steinbach, MB
- $100,000–$120,000 a year
- Full-time
- English
- Finance
- Analysis skills
- Dental care
- Life insurance
Quick apply
8d
Accountant
Indigenous Consulting & Bookkeeping Corp. —Manitoba
- Full-time
- Microsoft Excel
- English
- Finance
- Mileage reimbursement
- Dental care
Quick apply
Site Administrator
Sigfusson Northern Ltd. —Manitoba
- Rotating shift
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Dental care
Quick apply
Crushing Personnel
Sigfusson Northern Ltd. —Manitoba
- Full-time
- Communication skills
- Dental care
- Vision care
Quick apply
Business Analyst
One Insurance Group Ltd. —Winnipeg, MB
- Full-time
- Microsoft Excel
- Finance
- Business
Quick apply
12d
Engineering Technician
Manitoba Hydro —Dugald, MB
- $36.39–$53.52 an hour
- Engineering
- Travel
- Communication skills
6d
Technician - Manitoba
Titan Environmental Canada —Ile Des Chenes, MB
- Overtime
- First Aid Certification
- Travel
- Construction
- Profit sharing
- Dental care
Quick apply
General Labourer - Manitoba
Titan Environmental Canada —Ile Des Chenes, MB
- First Aid Certification
- Travel
- Power tools
- Profit sharing
- Dental care
Quick apply
Nurse Practitioner
St.Amant —Winnipeg, MB
- $65.55–$78.35 an hour
- Full-time
- Bilingual
- Nursing
- English
Quick apply
5d
Health Care Aide
St.Amant —Winnipeg, MB
- $22.53–$26.03 an hour
- Part-time
- Bilingual
- English
- High school diploma or GED
- Disability insurance
- Dental care
Quick apply
Manager, Assurance
NUMIS Chartered Professional Accountants —Canada
- $95,000–$120,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Paid time off
Quick apply
Standards Systems Specialist
Metrolinx —Canada
- $93,798 a year
- Full-time
- Microsoft Excel
- Oracle
- Engineering
8d
Senior Cost Controller (OffCorr)
Metrolinx —Canada
- $93,798 a year
- Full-time
- Engineering
- Finance
- Accounting
8d
Director of Sales
Stella-Jones Inc. —Canada
- Full-time
- Sales
- Customer service
- Engineering
- Disability insurance
- Dental care
Manager, Commercial Management
Metrolinx —Canada
- $123,026 a year
- Full-time
- Oracle
- Finance
- Continuous improvement
5d
Senior Distribution Center Manager
Benjamin Moore & Co —Canada
- Engineering
- Master's degree
- Bachelor's
Senior Distribution Center Manager
Benjamin Moore & Co —Canada
- $121,900–$156,100 a year
- Engineering
- Master's degree
- Bachelor's
Co-op Student, Deputy Chief Financial Officer’s Office
Metrolinx —Canada
- $21.77 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Oracle
1d
Manager, Internal Audit
Assiniboine Credit Union Ltd —Winnipeg, MB
- Monday to Friday
- Hybrid work
- Bilingual
- Writing skills
- English
- Dental care
13d
Manager, Lending Operations
Assiniboine Credit Union Ltd —Winnipeg, MB
- Hybrid work
- Continuous improvement
- Travel
- Financial services
- Dental care
6d
Territory Sales Manager
AG Growth International Inc. —Winnipeg, MB
- Remote
- Sales
- Bachelor's
- Travel
12d
Executive Director
South Winnipeg Seniors Resource Council —Winnipeg, MB
- $50,000–$55,000 a year
- Microsoft Excel
- Word processing
- Bachelor's
Quick apply
5d
Retail Shift Leader
Canna Cabana —Winnipeg, MB
- Part-time
- Microsoft Office
- Supervising experience
- First Aid Certification
2d
Supply Chain Associate
Fastenal —Winnipeg, MB
- Part-time
- Customer service
- Math
- Driving
- Flexible schedule
4d
Director, Customer Programs
Motor Coach Industries —Winnipeg, MB
- Full-time
- Hybrid work
- Up to 50% travel
- PMP
- Project management
- Designated paid holidays
- Disability insurance
Quick apply
4d

I want to receive the latest job alerts for director, financial planning, analysis & treasury in steinbach, mb

By signing in to your account, you agree to Workopolis's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planner & Servicing Advisor

Craft Financial Group
Steinbach, MB

Quick apply

Job details

Permanent | Full-time
8 days ago

Benefits

Extended health care
Dental care
Life insurance
On-site parking

Skills

Investment
English
Finance
Analysis skills
CFP
Financial services
Communication skills
Time management

Full job description

Our Company:

At Craft Financial Group, our top priority is to build strong relationships and provide clients with the best financial advice available. We are known as a high-calibre boutique firm that partners with our clients to bring them to the point where they are well-equipped to make knowledgeable decisions and are inspired to take confident action.

We deliver growth-oriented business owners top-tier expertise in estate, wealth and risk management at each stage of their business. We guide them through a finely-tuned team-based approach to open up new thinking, get to what is most important and provide them with the knowledge and tools they need to protect their business and the well-being of their employees.

Respect, Excellence, Relationship, Curiosity, and Community are values that we live by.

Our People:

Not only do we value our clients, we value you. We know how important it is to have support not just at work, but from home too and we’re there for that. We are looking for someone that can grow together with us, become an integral part of the firm for the long-term, and is able to fit within our culture and lived values.

The Role:

Reporting to and supporting the Principal Financial Advisor, the ideal incumbent will:

· Ensure timelines are met while providing para planning services.

· Coordinate, track and follow-up on progress being made by all parties involved in the planning.

· Collaborate with team members to ensure smooth workflow and client experience.

· Schedule client meetings and prepare agendas.

· Debrief with the Principal re client meetings, identify critical problems and potential strategies.

· Research solutions, run illustrations and build a robust financial plan using software and AI.

· Present recommendations and plan approach with clients.

· Coordinate data collection from clients and other professionals, including their accountants and lawyers, and follow-up on requirements to retain case momentum.

· Participate in client meetings to present recommendations.

· Identify opportunities, accept applications, schedule and provide client review meetings.

· Maintain compliant meeting notes and files.

· Take the lead on growing accounts.

· Build out and document relevant processes, including end-to-end client experience and annual review processes.

· Maintain CRM.

· Prepare for and participate in team meetings, and contribute to engaged team culture.

· Collaborate on other tasks, event planning and special projects as required.

· Comply with firm’s employee handbook, Privacy and AML procedures as outlined in the manuals.

The Requirements:

· CFP Certificate is essential.

· Extensive experience creating robust financial plans.

· Ability to identify and solve problems to get at the best solution possible.

· Strong organizational, analytical, and communication skills both written and verbal.

· Excellent time management skills.

· Ability to evaluate current investment portfolio.

· Understanding insurance and tax issues without bias.

· Real-world client-facing experience.

· Completion of LLQP is a definite asset.

The Benefits:

· Competitive salary

· Comprehensive benefits package

· Retirement plan

Hours: Monday to Friday 8 a.m. to 4:30 p.m.

Job Types: Full-time, Permanent

Pay: $100,000.00-$120,000.00 per year

Benefits:

Dental care
Extended health care
Life insurance
On-site parking

Ability to commute/relocate:

Steinbach, MB R5G 1T6: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

How many years in creating financial planning do you have?
Are you proficient in the English language?

Licence/Certification:

CFP (required)

Work Location: In person

Quick apply

Refine Your Search

director, financial planning, analysis & treasury jobs in steinbach, mb

Financial Planner & Servicing Advisor

Accountant

Site Administrator

Crushing Personnel

Business Analyst

Engineering Technician

Technician - Manitoba

General Labourer - Manitoba

Nurse Practitioner

Health Care Aide

Manager, Assurance

Standards Systems Specialist

Senior Cost Controller (OffCorr)

Director of Sales

Manager, Commercial Management

Senior Distribution Center Manager

Senior Distribution Center Manager

Co-op Student, Deputy Chief Financial Officer’s Office

Manager, Internal Audit

Manager, Lending Operations

Territory Sales Manager

Executive Director

Retail Shift Leader

Supply Chain Associate

Director, Customer Programs

I want to receive the latest job alerts for director, financial planning, analysis & treasury in steinbach, mb

Job seeker tools

Employer Tools

Browse

Stay Connected