Client Advisor - Winnipeg

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. · ...

As a Client Solutions Advisor you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. · ...

This is a dream opportunity for the experienced hunter who loves to sell. · ...

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.We care about each other, reaching our potential, making a difference to our communities, and achievi ...

This is a dream opportunity for experienced sales professionals who want to focus on what they do best – selling.This unique business model offers a top-down approach to business where you'll receive continuous lists of warm pre-qualified leads and work remotely on your own sched ...

We are a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are looking for a Private Client Advisor to advise clients on all aspects of Property Insurance and Automobile Insurance. · ...

As a Client Solutions Advisor in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce and deepening customer relationships through the sale of banking solutions. · ...

We are a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. · Advise clients on all aspects of Property Insurance and Automobile Insurance. · Negotiate with insurers to secure the best coverage, pricing, and terms. · Efficiently hand ...

We are actively recruiting experienced Sales Representatives– no previous banking experience required to join a purpose driven winning team. · ...

KAI Asset Management is looking for a Client & Advisor Service Associate to complement their dynamic team. · Operating as lead contact from an admin perspective on client onboarding and additional account opening. · Reviewing initial information and documentation for completeness ...

Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. · ...

KAI Asset Management is looking for a Client & Advisor Service Associate to complement our dynamic team. · ...

Position:Administrative Assistant Investment and Insurance Services · Position Summary · We are currently searching for an Administrative Assistant to join a terrific team of outgoing investment and insurance professionals.  The Administrative Assistant contributes to the success ...

Job summary · Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing ...

+Job Summary · The Vice-President Platform Owner Advisor Experience VP is a business leader responsible for the vision strategy and performance of the firm s advisor client technology ecosystem.+QualificationsA degree or diploma in Business Information Systems or related field re ...

The opportunity: · Reporting to the Investment Advisor, the Administrative Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. The Administrative Associate will act as a r ...

This is an Investment Associate position at Wellington-Altus Financial in Winnipeg. · ...

The Receptionist & Branch Assistant provides administrative support to management and demonstrates professionalism in dealing with investment advisors, their team members and clients. · ...

The opportunity: · Reporting to the Colin Ryan Wealth Management team, supports the delivery of personalized financial planning and relationship management for a growing client base.Key responsibilities include: · Preparing and maintaining financial plans for clients. · Analyzing ...

This posting is for an existing vacancy in Wellington-Altus's Winnipeg office. Reporting to the Senior Manager, Operations Account Services & Support The Operations Assistant will support our Wealth Advisors and associates to ensure quality control of documents and that procedure ...