Winnipeg Mb Client advisor Jobs – 98 Openings This Week

Branch Manager
Canaccord Genuity Corp. —Winnipeg, MB
- Full-time
- Finance
- Master's degree
- Analysis skills
Insurance Advisor
Western Financial Group Inc. —Winnipeg, MB
- $45,000–$55,000 a year
- Full-time
- Computer skills
- Communication skills
Quick apply
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Winnipeg, MB
- Full-time
- Salesforce
- English
- Business development
- Profit sharing
Senior Licensed Assistant, Financial Services
StollerWealth —Winnipeg, MB
- Full-time
- CRM software
- Analysis skills
- Bachelor's
Quick apply
Home Advisor, RBC Advice Centre
Royal Bank of Canada —Winnipeg, MB
- Weekends as needed
- Research
- Computer skills
- Financial services
Insurance Broker
Western Financial Group Inc. —Winnipeg, MB
- $46,000–$60,000 a year
- Full-time
- Customer service
- Computer skills
- Epic
Quick apply
Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Winnipeg, MB
- Weekends as needed
- English
- Research
- Computer skills
Insurance Broker
Crossroads Insurance —Winnipeg, MB
- $40,000–$50,000 a year
- Full-time
- English
- High school diploma or GED
- Presentation skills
- Dental care
- Vision care
Quick apply
Mortgage Specialist - Winnipeg
Scotiabank —Winnipeg, MB
- Sales
- Financial services
- Communication skills
- Dental care
2d
Insurance Broker
Western Financial Group Inc. —Winnipeg, MB
- $46,000–$60,000 a year
- Full-time
- Customer service
- Computer skills
- Epic
Quick apply
Banking advisor
National Bank of Canada —Winnipeg, MB
- $55,200–$66,900 a year
- Full-time
- English
- Analysis skills
- Financial services
- Wellness program
- Employee assistance program
Advisor
ECL Group of Companies —Winnipeg, MB
- Research
- Finance
- Business development
Quick apply
Remote Sales Representative
CDH Legacy Llc. —Winnipeg, MB
- From $69,000 a year
- Full-time
- Remote
- Customer service
- English
- Computer skills
- Dental care
- Flexible schedule
Quick apply
1d
Private Client Advisor / Financial Consultant / Investment Advisor
TalentSphere —Winnipeg, MB
- $180,000–$250,000 a year
- Full-time
- Remote
- Business development
- Financial services
- Communication skills
Quick apply
Fraud Advisor, Advice Centre
Royal Bank of Canada —Winnipeg, MB
- Full-time
- English
- Analysis skills
- Financial services
Administrative Assistant (New Business & Client Service Coordinator)
Pereux Insurance Planning Inc. —Winnipeg, MB
- $45,000–$55,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Employee assistance program
Quick apply
2d
Employee Benefits Advisor (New Business Acquisition)
Summit —Winnipeg, MB
- Full-time
- Hybrid work
- Business development
- Dental care
Quick apply
7d
PIA Client Service Associate
TD Bank —Winnipeg, MB
- $43,300–$56,700 a year
- Full-time
- Customer service
- Administrative experience
- Bachelor's
- Paid time off
Personal Lines Advisor - St. James
One Insurance Group Ltd. —Winnipeg, MB
- Full-time
- Epic
- Communication skills
Quick apply
11h
Associate Administrator, TPA Solutions
People Corporation —Winnipeg, MB
- $45,000–$50,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Finance
- Dental care
1h

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client advisor jobs near winnipeg mb

Branch Manager

Canaccord Genuity Corp. -
Winnipeg, MB

Apply Now

Job details

Full-time

Qualifications

Investment
Customer relationship building
Financial modeling
Finance
Coaching
Complaint handling
Client relationship development
Finance
Master's degree
Analysis skills
Presentation skills
Bachelor's
Decision making
Client services
Recruiting
Financial services
Business
Chartered Financial Analyst
Team motivation
Communication skills
Client interaction
Analytics

Full job description

Summary:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, tailored solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Our Canadian operation, Canaccord Genuity Corp., is seeking a proven leader as Branch Manager of its Winnipeg office. This individual will oversee all facets of the branch, driving profitability, efficiency, and performance across the region. The Branch Manager will support the branch's Investment Advisors and staff in a hands-on leadership mandate, with ownership of revenue growth, expense discipline, asset gathering, compliance standards, and the client experience.

The successful candidate will quickly establish trust and credibility with the branch team, national wealth management leadership, and compliance partners while delivering against branch targets and maintaining a clean compliance and audit record. The role suits a proven wealth management leader who combines commercial drive with sound judgment and a genuine commitment to advisor and client success.

Responsibilities:

Regional Growth & Production: recruit and select competitive Investment Advisor candidates; promote new products and issues across the branch; set realistic branch targets; and liaise with IAs on an ongoing basis to ensure they are meeting their targets.
Expense Control: adhere to national targets for allowable growth of operating expenses; perform audits as needed; follow up on errors; and prepare monthly analysis and reporting on branch performance.
Compliance: adhere to all corporate and regulatory compliance requirements necessary to meet industry standards; safeguard the assets of shareholders; monitor and control branch performance and take responsibility for the quality of business conducted within the branch; and keep up to date with industry trends and regulatory developments.
Conduct & Client Experience: ensure the ethical and professional behavior of all branch employees and resolve any client complaints in an efficient and professional manner.
Leadership & Culture: foster a collaborative, entrepreneurial branch culture consistent with CG's values; coach and develop advisors and support staff; and represent the firm in the Winnipeg business community.

Skills & Qualifications:

Experience as a Branch Manager within a wealth management or full-service brokerage environment; or as an accomplished Investment Advisor seeking to advance into leadership, continue managing a book of business, and elevate their profile within the region.
Extensive industry knowledge, including knowledge of individual securities, how capital markets work, economic cycles and the performance of securities within these cycles, as well as taxation issues affecting private clients.
Strong knowledge of compliance and regulatory requirements governing the Canadian wealth management industry, including CIRO rules, supervisory obligations, and know-your-client and suitability standards.
Strong communication and presentation skills, with the ability to influence and motivate advisors and engage clients with credibility.
Strong analytical and quantitative skills, including solid financial modeling capability, applied to branch performance analysis and business planning.
The ability to make quick, sound, and ethical decisions and to work effectively under pressure and strict deadlines.
Resourceful and diligent, with strong attention to detail and the ability to work independently while managing time and multiple competing priorities.
Industry licensing or designations relevant to branch supervision (e.g., completion of applicable CIRO supervisory course requirements, CIM, and/or CFA).
Business undergraduate degree is preferred; a master's degree in business, finance, or a related field is an asset.

#LI-MM1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Apply Now

Refine Your Search

client advisor jobs in winnipeg mb

Branch Manager

Insurance Advisor

Insurance Advisor Life, Health & Wealth

Senior Licensed Assistant, Financial Services

Home Advisor, RBC Advice Centre

Insurance Broker

Bilingual Home Advisor, RBC Advice Centre

Insurance Broker

Mortgage Specialist - Winnipeg

Insurance Broker

Banking advisor

Advisor

Remote Sales Representative

Private Client Advisor / Financial Consultant / Investment Advisor

Fraud Advisor, Advice Centre

Administrative Assistant (New Business & Client Service Coordinator)

Employee Benefits Advisor (New Business Acquisition)

PIA Client Service Associate

Personal Lines Advisor - St. James

Associate Administrator, TPA Solutions

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