Financial Planning Associate - Wealth Management in Winnipeg

Financial Planning Associate - Wealth Management in Winnipeg

Winnipeg Full-Time On-site
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Wellington-Altus Private Wealth Inc. is seeking an Associate, Financial Planning in Winnipeg to support personalized planning and client relationship activities.

You’ll work with senior advisors to deliver client-focused financial plans and develop expertise in wealth planning over time. The role requires 3–5 years in financial services, a bachelor’s degree in related fields, and progress toward CFP designation; CIRO/CSC/CPH assets are valued.

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Financial Planning Associate - Wealth Management in Winnipeg employer: Wellington-Altus

Wellington-Altus Financial Inc. is an exceptional employer, offering a dynamic work environment in either Winnipeg or Toronto, where innovation and collaboration thrive. With a strong commitment to employee growth, competitive compensation, and unique benefits, including health and life insurance, the company fosters a culture of equity and diversity, ensuring that all voices are heard and valued. Join a top-rated investment dealer in Canada, where your contributions directly impact the success of entrepreneurial advisors and high-net-worth clients.

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Contact Details:

Wellington-Altus Recruitment Team