Senior Advisor Project Financial Markets Jobs in Manitoba

Offering support and guidance regarding the firm’s credentials that would be best comparable to the opportunity at hand

Offer presentation development and coaching support for Partners across the firm, understanding presentation best practices

3+ years of work experience in proposal writing role

Excellent written and communication skills are vital.

Strong experience with Microsoft PowerPoint, Word, and Excel.

Ability to prioritize workloads and the flexibility to manage multiple tasks and tight deadlines

Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

A competitive compensation and benefits package.

Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for

Educating our customers, providing relevant insights and expert advice

Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals

The appetite and drive to build strong customer relationships

You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.

You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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