4 Financial Services jobs in Winnipeg
Personal Banker Trainee / Manager Personal Financial Services Trainee I
Posted 3 days ago
Job Viewed
Job Description
Winnipeg, Manitoba, Canada
**Hours:**
37.5
**Line of Business:**
Personal & Commercial Banking
**Pay Details:**
$52,700 - $74,400 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Department Overview:**
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
**Job Description:**
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a **Personal Banker** and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
In this role, you are expected to:
+ Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
+ By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
+ Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
+ Act as a point of contact for the frontline staff in handling customer problems
+ Maintain professional space in common areas as per marketing and regulatory guidelines
+ Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
+ Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
+ Strive to achieve and improve service level agreements and productivity targets
+ Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
+ Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
**Job Requirements:**
+ High school diploma and/or 1 year of relevant experience
+ Post-Secondary or Undergraduate degree in related field is an asset
+ Completion of IFIC or equivalent required
+ CFSA must be completed within 12 months, if hired
+ Real estate secured lending and/or investment experience an asset
+ Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
+ Proficiency in software tools including MS Office, and internet application
+ Tactful communicator able to exchange ideas and customer information in a concise and logical way
+ A self-initiator with strong organizational, planning and time management skills
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Manager, Financial Planning & Analysis
Posted today
Job Viewed
Job Description
Job Description
Manager, Financial Planning & Analysis (FP&A)
Lambert Nemec Group is partnering with a respected and innovative organization in their search for a Manager, Financial Planning and Analysis (FP&A) who is ready to step into a visible role where financial insights directly shape business strategy and performance.
This is a career-building FP&A role for someone ready to go beyond analysis and make a measurable impact.
What You’ll Do
- Lead planning, forecasting, and analysis for a significant operation
- Provide reporting and insights that influence executive decisions
- Partner with leaders on performance tracking and strategic initiatives
- Bridge finance and operations, bringing numbers to life for the business
Who You Are
- 5+ years of FP&A or financial analysis experience
- Strong understanding of P&L and financial statements
- Confident communicator with executive presence
- Ambitious, analytical, and looking for long-term growth
Compensation & Rewards
- Base Salary: $90K – $115K
- Bonus: 15% target
- High visibility with senior leadership and a clear path for career progression
To Apply:
If you are interested in this opportunity, please forward your resume (in Word format) directly to , referencing “Manager, Financial Planning and Analysis” in the subject line of your email. To view other opportunities currently available, please visit: -opportunities/index.html#/jobs
We thank all applicants in advance; however, only those individuals who best meet our client’s specifications will be contacted. All other resumes will be kept on file for future consideration.
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Brandon
Posted today
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Job Description
Job Description
Advisor, IG Wealth Management, Corporate Channel
Referral Level: Level 2
Location(s): Brandon and surrounding area
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!
Position Summary :
This position requires the successful candidate to be Mutual fund licensed.
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.
Responsibilities :
- Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
- Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
- Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
- Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
- Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
- Using reporting, tools, and analysis to support the identification of future business opportunities.
Qualifications :
- Mutual fund licensed or Securities licensed
- 3+ years of client facing financial planning experience
- Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
- University Degree in a relevant field
- LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
- ETF approved for trading completed.
- Proficiency in the use of digital tools, including CRM and Financial Planning software
- Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role.
- Understanding of the industry, competitive landscape, and economic market issues.
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
Please visit our career page by clicking on the following link:
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed or Securities licensed) - Eng
Posted today
Job Viewed
Job Description
Job Description
Advisor, IG Wealth Management, Corporate Channel
Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg
We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!
Position Summary :
This position requires the successful candidate to be Mutual fund licensed or Securities licensed.
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.
Responsibilities :
- Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
- Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
- Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
- Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
- Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
- Using reporting, tools, and analysis to support the identification of future business opportunities.
Qualifications :
- Mutual fund licensed or Securities licensed
- 3+ years of client facing financial planning experience
- Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
- Post Secondary Education in a relevant field
- LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
- ETF approved for trading completed.
- Proficiency in the use of digital tools, including CRM and Financial Planning software
- Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role
- Understanding of the industry, competitive landscape, and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
Please visit our career page by clicking on the following link:
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
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