Senior Total Wealth Planner - Winnipeg, MB

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients and act as the in-field subject matter expert and champion.

Requirements

• University degree
• Professional designation (CFP or CPA)
• Minimum of 5 years of experience as a high net worth financial planner
• TEP designation
• Life Insurance license
• Professional designation (CA, CMA, CGA, LLB)
• Canadian Securities Course
• Additional estate and/or tax courses

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance