Senior Financial Planner - Wealth Management
Location
winnipeg, mb
Job Type
Full-time
Category
Other-General
Posted
June 08, 2026
Your Opportunity
Our Wealth Management team is looking for a Senior Financial Planner. The successful candidate will be responsible for:Identify complex financial planning needs and solutions for clients by considering the client's wealth, life goals and other objectivesServe as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc.Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goalsExecute the financial planning cycle by creating, editing and proofing financial plansExecute and manage the discovery and delivery process with clientsLiaise between investment dealers, accountants, lawyers and insurance professionalsOther Financial Planning tasks including but not limited to: meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, preparing report packages and completing data entry i...
Our Wealth Management team is looking for a Senior Financial Planner. The successful candidate will be responsible for:Identify complex financial planning needs and solutions for clients by considering the client's wealth, life goals and other objectivesServe as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc.Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goalsExecute the financial planning cycle by creating, editing and proofing financial plansExecute and manage the discovery and delivery process with clientsLiaise between investment dealers, accountants, lawyers and insurance professionalsOther Financial Planning tasks including but not limited to: meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, preparing report packages and completing data entry i...