Financial Planner

David Aplin Job Details

Financial Planner

Winnipeg, MB


Posted Date: 03/05/2022

Job ID: 9A84311723

Accounting & Finance

If you are a talented and experienced Financial Planner, David Aplin Group has the right opportunity for you! Our Winnipeg based client has partnered with Angela Degelman, Partner, to lead their next search.

Our client prides themselves on taking a comprehensive and creative approach to meet the needs of their clients, they handle everything with respect to investment and holistic planning. To be successful in this role, you must have an excellent understanding of financial services and products and have the superb relationship-building ability and continuously put client needs first. On top of that, you must be open to having fun at work!!

  • Maintain client base; recognize new opportunities for growth within each client’s portfolio
  • Able to prospect and create new relationships as part of business development
  • Provide clients with personalized financial options, specific to their needs
  • Provide knowledgeable financial advice and services to clients, helping them to achieve their financial goals
  • Help build and maintain our clients brand as being a premier financial institution by providing exceptional customer care
  • Be an active contributor to the effective functioning of the team and the incredible company culture that we are very proud of

  • Excellent knowledge of financial products and services; excellent analytical ability and critical thinking skills
  • Entrepreneurial approach
  • Natural sales inclination and ability to successfully foster and maintain client relationships
  • Driven and proactive, with a 'go-getter' attitude
  • Excellent verbal and written communication skills
  • Proven track record of sales; results-driven
  • Minimum 4+ years experience in financial planning/financial advising
  • Completion of CSC
  • University degree in Business Administration, Commerce, or equivalent
  • Able to register with industry regulators
  • Possess, or are able to obtain courses such as Conduct and Practices Handbook (CPH), Professional Financial Planning Course (PFPC), or Wealth Management Essential Course (WME), the CFP designation, and Life Licensing Qualification Program (LLQP)

Job ID: 9A84311723

If you are interested in this position and meet the qualifications, apply today! We thank all applicants; however, only those who are authorized to work in Canada or are selected for an interview will be contacted.

David Aplin Group, one of Canada’s Best Managed Companies, is an employment agency specializing in finding top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more: 

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