manitoba senior financial planner Jobs – 8 Openings This Week

Senior Financial Planner
National Bank of Canada —Winnipeg, MB
- Full-time
- English
- Bachelor's
- Accounting
- Wellness program
- Employee assistance program
Business Analyst
People First HR Services Ltd. —Winnipeg, MB
- Microsoft Word
- Computer science
- Microsoft Excel
Quick apply
Advisor
ECL Group of Companies —Winnipeg, MB
- Finance
- Business
- Communication skills
Quick apply
Senior Financial Advisor
Cambrian Credit Union —Winnipeg, MB
- $77,300–$104,900 a year
- Hybrid work
- Salesforce
- No university degree
- Business
- Disability insurance
- Dental care
5d
Financial Advisor
Cambrian Credit Union —Winnipeg, MB
- $62,700–$85,200 a year
- Hybrid work
- Sales
- Salesforce
- No university degree
- Disability insurance
- Dental care
13d
Senior Project Manager
FWS Group —Winnipeg, MB
- Full-time
- AutoCAD
- Engineering
- Microsoft Office
- Profit sharing
12d
Highway & Bridge Project Manager
AECOM —Winnipeg, MB
- $95,000–$140,000 a year
- Full-time
- Hybrid work
- PMP
- Engineering
- Project management
- Employee stock purchase plan
- Dental care
Mobile Mortgage Specialist
TD Bank —Winnipeg, MB
- Full-time
- Sales
- Customer service
- Communication skills
- Paid time off

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Senior Financial Analyst
Cascades —Winnipeg, MB
A yearly wellness program and employee assistance program. Assist leadership in decision-making within your area of expertise.
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Senior Financial Analyst
SkiptheDishes —Winnipeg, MB
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Post-secondary degree in Supply Chain, Business, or related field, or equivalent combination of education and progressive experience.
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Senior Financial Planner

National Bank of Canada
Winnipeg, MB

Apply Now

Job details

Full-time

Benefits

Wellness program
Employee assistance program

Skills

English
CFP
Bachelor's
Accounting

Full job description

Attendance: Hybrid

Employment Category: Senior Professional

Type of Contract: Permanent

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a tremendously rewarding career, offering you the opportunity to support clients and NBF investment advisors (IA) in their financial planning needs by providing helpful financial information and analysis and preparing comprehensive financial plans. Our team’s mission is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning.

Your role:

Become one of the references for financial planning within the client advisory team of one of the largest asset management firms in Canada
Conduct interviews with clients, establish a trust relationship with them, and create financial plans tailored to the needs of each high-net-worth client
Be a team player, maintain relationships with numerous internal and external stakeholders
Manage multiple complex cases with tight deadlines in a constantly evolving environment
Prepare and deliver training sessions on financial planning to investment advisors
Identify and develop business opportunities for all services and products offered by National Bank Financial
Understand business issues and, most importantly, participate in the development of practical solutions

Your team:

Based in the Winnipeg, Saskatoon, Red Deer, Edmonton or Calgary office of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the Alberta and Prairies region in financial planning (7 areas of intervention).

Prerequisites:

15 years of relevant experience and a University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)
CFP
In-depth knowledge of financial planning concepts, including personal and corporate taxation and pension plans
Significant experience in a consulting role
Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, estate planners, etc.)
Ability to simplify complex concepts

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and family assistance program
Preferential banking services
Involvement in community initiatives
Telemedicine service
Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Additional required languages: English

Skills: Artificial Intelligence, Client Development, Financial Planning, Teamwork, Wealth Management, Initiative, Learning Agility, Resiliency

Apply Now

Refine Your Search

senior financial planner jobs in manitoba

Senior Financial Planner

Business Analyst

Advisor

Senior Financial Advisor

Financial Advisor

Senior Project Manager

Highway & Bridge Project Manager

Mobile Mortgage Specialist

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