Are you ready to take the next step in your financial services career? This is your chance to join a firm that values your skills, supports your growth, and offers the opportunity to make a real impact.

Our client, a well-established financial planning firm in Winnipeg, is looking for a Full-Time Financial Planning Associate Advisor to join their team. If you’re passionate about helping clients achieve their financial goals, eager to expand your expertise, and thrive in a dynamic, collaborative environment, this role is for you.

Whether you’re experienced in financial advising or looking to take on more responsibility as you grow, this opportunity offers a clear path to success in the financial planning industry. Here, your dedication and talent will be recognized and rewarded.

Financial Planning Associate Advisor responsibilities:
As a Financial Planning Associate Advisor, you’ll play a crucial role in: Supporting the Senior Advisor with the preparation of financial plans, investment strategies, and product recommendations. Building and maintaining strong client relationships, ensuring every client receives exceptional service. Developing your skills in both the advisory and administrative sides of financial planning. Contributing to the firm’s marketing efforts, event preparation, and overall client experience. The successful candidate has:
Our client is looking for individuals who: Are IIROC licensed (mandatory) and have at least 2 years of experience in financial services. Aspire to obtain their CFP designation. Are detail-oriented, proactive, and eager to learn and grow. Are skilled in client service, administrative tasks, and financial planning. This is your opportunity to be part of a firm that’s as invested in your future as you are in your clients’. Compensation and benefits: Career Growth: Gain hands-on experience and take your career to new heights. Competitive Compensation based on experience. Collaborative Team: Join a supportive team dedicated to client success and your professional development. Don’t miss your chance to make a meaningful impact and advance your career in financial planning.

Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.

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