Elevate your financial planning career with Pathway Wealth in Winnipeg, MB. This role focuses on comprehensive retirement solutions with an emphasis on client relationships and discovery meetings.
As a full time Financial Planner at Pathway Wealth, you'll independently conduct client discovery sessions, create detailed financial plans, and run insightful scenario analyses. You will leverage your expertise in retirement strategies and collaborate closely with our dedicated support team, maintaining a high-volume of quality service for our clients.
Key Responsibilities:
• Conduct client discovery meetings focusing on retirement planning
• Build comprehensive plans using Snap Projections
• Present financial plans and run scenario sessions




• Implement CPP/OAS strategies and optimize tax-effective withdrawals
• Collaborate with intake coordinators to streamline your focus on planning
Requirements:
• Active QAFP or CFP designation
• Solid knowledge of retirement planning techniques
• Experience in conducting client meetings independently
• Excellent communication skills on video calls
• Familiarity with fee-for-service models is a plus
Shape the future of financial planning while working with dedicated clients at Pathway Wealth.
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📌 Remote Financial Planner At Pathway Wealth Winnipeg
🏢 Pathway Wealth
📍 Winnipeg