10 meilleures offres (financial planner, garden grove mb) (à pourvoir)

Associate Investment Advisor
Endeavour Wealth Management —Winnipeg, MB
- Temps plein
- Hospitalité
- Développement commercial
- Baccalauréat
Postuler rapidement
il y a 3 jours
Private Client Advisor / Financial Consultant / Investment Advisor
TalentSphere —Winnipeg, MB
- De 180 000 $ à 250 000 $ par an
- Temps plein
- Télétravail
- Développement commercial
- Services financiers
- Compétences en communication
Postuler rapidement
Advisor
ECL Group of Companies —Winnipeg, MB
- Recherche
- Finance
- Développement commercial
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Financial Planner, Investment and Retirement Planning
Royal Bank of Canada —Winnipeg, MB
- Temps plein
- Vente
- Développement commercial
- Compétences en informatique
- Heures d'arrivée et de départ flexibles
Financial Planner
BMO Financial Group —Winnipeg, MB
- Temps plein
- Analyse de données
- Développement commercial
- Esprit d'analyse
- Bourses d'Études
- Assurance Vie
il y a 2 jours
Senior Wealth Planner, Advanced Wealth Planning
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- De 120 000 $ à 156 000 $ par an
- Microsoft Powerpoint
- Microsoft Word
- Finance
- Assurance Vie
il y a 9 jours
Wealth Advisor
Assiniboine Credit Union Ltd —Winnipeg, MB
- Microsoft Office
- Diplôme d'études secondaires
- Développement commercial
- Assurance Dentaire
Financial Planner Retail Branch Network- Garden City Shopping Center - Winnipeg
Scotiabank —Winnipeg, MB
- Vente
- Services financiers
Senior Financial Consultant - 7 Month Term
Assiniboine Credit Union Ltd —Winnipeg, MB
- Finance
- Capacités de présentation
- Mentorat
- Assurance Dentaire
il y a 10 jours
Wealth Planning Analyst
CI Financial —Winnipeg, MB
- Temps plein
- Anglais
- Recherche
- Microsoft Office
- Congés payés
il y a 3 jours

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Associate Investment Advisor
Endeavour Wealth Management —Winnipeg, MB
Source prospective client opportunities by building on networking, referrals, and genuine relationships in the community. Hospitality experience is a benefit.
Postuler rapidement
il y a 3 jours
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Winnipeg, MB
Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area. Post-secondary degree or equivalent.

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Associate Investment Advisor

Endeavour Wealth Management
Winnipeg, MB

Postuler rapidement

Détails du poste

Temps plein
Il y a 3 jours

Profil recherché

Investissement
Hospitalité
Développement des relations avec la clientèle
Développement des relations avec la clientèle
Développement commercial
CFP
Baccalauréat
Service à la clientèle
Orientation axée sur le service à la clientèle
Prospection
Soutien à la clientèle
Services financiers
Consultation auprès de la clientèle
Compétences en communication
Interaction avec les clients
Gestion du temps

Description complète du poste

WHO WE ARE

Endeavour Wealth Management is a fast-growing wealth management firm built on a simple, uncompromising belief: everyone deserves the chance to live a life that is truly theirs — rich in connection, time, and fulfillment, alongside the people who matter most. We exist to help create those opportunities, one relationship at a time, and we're looking for an Associate Investment Advisor to help us do it.

Our mission is “To be undeniably the best experience in Wealth Management.” We get there by delivering on both the expected and the unexpected, and by constantly redefining what “best client experience” even means. It isn't a slogan on a wall — it's the standard we hold ourselves to in every meeting, every phone call, and every plan we build alongside the families who trust us with their future.

We don't compete on products or pricing alone. We compete on how we show up: personal, where most of the industry is transactional; intentionally unforgettable, where most settle for forgettable; and built from the inside out, so that why we do this work always comes before how we do it and what we deliver. Every client conversation, every strategy, every yes and every no traces back to that same conviction.

This is your chance to play a defining role in the continued success of our award-winning organization.

Our distinctive purpose is to “Be More” for everyone connected to this firm — our clients, our team, and our community. We believe every person deserves the opportunity to live a life of their freedom, and we exist to help create those opportunities.

We also believe our people should feel free to be 100% of themselves at work, which is why we're committed to building a diverse team and an inclusive workplace — welcoming people of every age, gender, race, sexual orientation, ability, religion, and belief or non-belief. We believe our diversity makes us stronger.

If you strive to succeed, care as much about people as you do about performance, and share our vision for what wealth management can be, we would love to hear from you.

WHO WE WANT

We're looking for an Associate Investment Advisor who is ready to build relationships, not just manage them. In this role, you'll establish new client relationships from the ground up while providing advisory services, financial planning, and dedicated support to the clients who already call Endeavour home. You'll be a trusted voice in people's financial lives — and, just as importantly, in the fuller lives they're working to build.

We're not just looking for people who fit our culture. We're looking for people who will enhance it.

THE DNA OF AN ENDEAVOURITE

These are the traits that define how we show up — for each other, and for every client who puts their trust in us:

Always be curious
Turn the Turtle
Rising Tides raise all Boats
Get Sh** Done

WHAT TO EXPECT

Provide clear, thoughtful information and education to clients about the purpose and details of financial products, services, and strategies.
Source prospective client opportunities by building on networking, referrals, and genuine relationships in the community.
Promote established investment models and strategies that are suitable for our targeted clients.
Service client needs and requirements as they arise through ongoing client interaction.
Promote the firm's wealth enhancement planning and trust services.
Adhere to all company and industry supervisory guidelines and policies.
Participate in regularly scheduled advisor meetings, training, and continuing education requirements.
Deliver positive, professional service to your client base, every time.
Handle all communication with your client base, including phone calls, emails, and meetings.
Review investment products currently held in clients' accounts — both advisory and brokerage — and reallocate to the appropriate model to help clients meet their financial objectives.
Maintain all continuing education requirements of an investment advisor, plus any required training elements.
Attend firm client events and help bring our culture of hospitality to life.

WHAT YOU NEED

Strong business development skills
Excellent interpersonal and communication skills
Excellent attitude and an extraordinary client service orientation
A genuine interest in serving and caring for other people
Excellent organizational and time management skills
Ability to handle multiple tasks and priorities simultaneously
Hospitality experience is a benefit
Ability to work collaboratively with team members

PREFERRED EDUCATION AND EXPERIENCE

3 or more years of Financial Services experience
Bachelor's degree or higher strongly preferred
Securities License
Life, Health and LTC insurance licenses
Certified Financial Planner (CFP) a benefit

WHAT WE OFFER

In exchange for bringing your expertise — and your heart — to this work, we offer a top-of-market base salary, bonus potential, and comprehensive health benefits. We also believe people do their best work when they have room to live fully outside of it, and that performance — not time in the seat — is what should be managed. That's why we offer a flexible work environment and an unlimited holiday policy, along with something harder to put a price on: a culture built on freedom, growth, fulfillment, adventure, and professionalism. This is your chance to play a key role in the continued success of our company.

Ready to live fully, and to help others do the same? We invite you to “Be More” with us today.

Education:

Bachelor's Degree (preferred)

Licence/Certification:

CFP (preferred)

Location:

Winnipeg, MB (required)

Work Location: In person

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