Current jobs related to Associate, Financial Planning - Winnipeg - Wellington-Altus
-
Winnipeg, Canada Canada Life Full timePermanent Full Time We are seeking a detail-oriented and analytical Associate, Enterprise FP&A, to join our team. Role description This role is critical in supporting financial planning, forecasting, and reporting processes that drive strategic decision-making across the organization. The ideal candidate is highly motivated, thrives in a fast-paced...
-
Financial Advisor
2 days ago
Winnipeg, Canada LP Financial Services Full time**Company Description** LP Financial Planning Services Ltd (LPFPS) is a Winnipeg based CIRO dealer that has been supporting financial advisors for over three decades and continually strives to integrate industry leading processes and systems. Presently servicing a select group of advisors in both Winnipeg and Western Canada, LP Financial is taking steps to...
-
Financial Planning Administrative Assistant
5 days ago
Winnipeg, Canada von Stackelberg Insurance Agency and Financial Services LTD Full time**Job Summary** We are a dedicated financial advisory firm in Winnipeg, Manitoba, consisting of a Financial Planner that is geared to help our clients meet their Financial goals. We pride ourselves on our high level of service, and expertise on risk management, estate planning, tax planning, Insurance as well as Investment planning. We are seeking a...
-
Financial Services Administrator
5 days ago
Winnipeg, Canada Entrust Financial Services Full time**About Entrust Financial Services** At Entrust Financial Services we are driven by purpose**:to boldly direct and grow positive outcomes in business and life.** For over twenty-five years we have been helping our clients, our communities, and our people achieve meaningful change through collaboration, innovation, and integrity. We pride ourselves on a...
-
Financial Analyst
2 weeks ago
Winnipeg, Canada WRHA Corporate Full time**Requisition ID**: 391116 **Position Number**: 20044476 **Posting End Date**: November 12, 2025 **City**: Winnipeg **Employer**: Winnipeg Regional Health Authority **Site**:WRHA Corporate - WRHA Corporate **Department / Unit**: Financial Planning - Acute Care **Job Stream**: Non-Clinical **Union**: EXEMPT-OT **Anticipated Start Date - End Date**:...
-
Financial Planning Consultant
2 days ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Bilingual Wealth Planning Analyst
5 days ago
Winnipeg, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...
-
Bilingual Wealth Planning Analyst
7 days ago
Winnipeg, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...
-
Bilingual Wealth Planning Analyst
3 days ago
Winnipeg, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. APERÇU DU...
-
Financial Services Associate
3 days ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
Associate, Financial Planning
8 hours ago
OverviewLocation: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office.Our organization: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.Investment Executive 2025 Brokerage Report Card. The opportunityReporting to the Colin Ryan Wealth Management team, the Associate, Financial Planning, supports the delivery of personalized financial planning and relationship management for a growing client base. This role complements the lead advisor by handling financial plans, engaging clients in meaningful conversations about their goals, and guiding them through investment and planning decisions. The Associate will build strong relationships, provide exceptional care, and develop expertise in advanced wealth planning over time. Key responsibilitiesFinancial PlanningPreparing and maintaining financial plans for clients, starting with foundational plans and progressing to more complex strategies.Analyzing client asset mix and providing recommendations aligned with their financial goals.Interpreting portfolio data and contributing to client-ready materials.Relationship ManagementConducting client meetings to discuss financial plans, investment strategies, and life-stage considerations.Serving as a trusted resource for clients, offering guidance on evolving financial needs.Working closely with the lead advisor to complement existing and new relationships.Ensuring seamless communication and coordination within the team.Business DevelopmentMeeting with clients to understand their financial goals, risk tolerance, and investment preferences. Provide personalized investment advice and recommend suitable products and strategies to help clients achieve their objectives.Assisting in onboarding new clients and ensuring a smooth transition into the firm’s services.Supporting initiatives to deepen relationships and enhance client experience.Support the Team on Client Administration and OperationsMaintaining and updating client files, CRM data, and account documentation with accuracy and confidentiality.Preparing reports, investment summaries, and meeting materials for advisors.Handle scheduling, follow-ups, and general correspondence with professionalism. The ideal candidate will possessA bachelor’s degree in business administration, accounting, finance or related field, or equivalent work experience.3-5 years’ financial services industry experience working in a high growth environment.3+ years’ experience in a customer/client-service facing role.Equivalent combination of education and experience may be considered.Experience in wealth management or other regulated industry is a strong asset.Working towards Certified Financial Planner (CFP) designation.CIRO licensing requirements such as passing the Canadian Investment Regulatory Exam (CIRE) and/or completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) are considered assets.A commitment to fulfilling Continuing Education (CE) requirements.Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.Proven ability to take initiative and work independently; a self-starter who thrives in dynamic environments.Commitment to ethical conduct and integrity in all client interactions.Excellent attitude and commitment to providing extraordinary service.Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).Excellent problem-solving skills.Strong organizational skills.A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.Strong critical thinking and written and verbal communication skills.An ability to maintain the highest levels of confidentiality. Conditions of employmentMust be legally eligible to work in Canada.Must be able to travel anywhere in Canada up to 5% of the time.A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment. Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.If you require accommodation for the recruitment process, please let us know at the point of application.To applyClick the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com. #J-18808-Ljbffr
