Reporting to the Senior Manager, Capacity Development, the Manager of Capacity Development is accountable for supporting First Nation clients during the financial management system ("FMS") pre-certification phase and the 10-yr grant el[...]
Senior Insurance Advisor Steinbach, MB, 304 Main St, Steinbach, Manitoba, Canada Req #3473 Wednesday, April 16, 2025
Perform other duties as assigned. Qualifications Post-Secondary Degree, preferably within finance, accounting or business. . Commercial lending experience (or an equivalent combination of education and experience) would be an asset. CF[...]
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to te[...]
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of requir[...]
Job Description:Req#JR00034419 FC015/130Manitoba SuperiorSUN LIFE FINANCIAL ADVISORFinancial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact [...]
Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial cir[...]
Underwriter, Senior Manitoba, Canada Req #2713 Tuesday, March 11, 2025 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potent[...]
Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your c[...]
About the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are yo[...]