Associate Financial Planner

New Outlook Wealth Inc.; Winnipeg; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

New Outlook Wealth Inc. in Winnipeg, MB is seeking an Associate Financial Planner to support senior planners in delivering comprehensive financial plans, including data gathering, plan summaries, and client scenario modeling.

The role involves analyzing client financial information, contributing to retirement and investment planning, preparing reports and presentation materials, and maintaining accurate client records in a collaborative, client-focused team.

Qualifications

• Post-secondary degree or diploma in finance, business, economics, or related discipline.
• Progress toward CFP designation or equivalent credential.
• Strong analytical and quantitative skills with attention to detail.
• Proficiency with Conquest and MS Office tools.
• Clear written and verbal communication, able to explain complex financial concepts without AI.
• Client-focused mindset and high ethical standards; able to work in a small team.

Responsibilities

• Gather client data and inputs for financial plans.
• Prepare plan summaries and model client scenarios.
• Analyze clients' financial information for retirement and investment planning.
• Prepare client reports and presentation materials.
• Maintain accurate client records and respond to inquiries.
• Coordinate with internal and external partners for timely implementation of strategies.
• Contribute to client education materials and participate in meetings.

Skills

Financial Planning

Personal Financial Planning

Analytical skills

Communication skills

Attention to detail

Education

Finance/Business/Economics degree

Tools

Conquest

MS Office

Job description

Company Description

New Outlook Wealth Inc. is focused on elevating the wealth management experience for Canadians through a financial advisory model that combines robust, customized financial planning with high-quality investment counsel. The firm is committed to protecting clients by minimizing conflicts of interest between them and their financial advisors. New Outlook Wealth Inc. also prioritizes improving financial literacy so clients can make informed, confident decisions about their money. By offering unrestricted access to a wide range of financial products and services, the company aims to meet diverse financial needs and help clients reach their long-term goals.

Role Description

The Associate Financial Planner is a full-time, hybrid role based in Winnipeg, MB, with flexibility for some work from home. In this role, the associate supports senior planners in delivering comprehensive financial plans, including data gathering, preparing plan summaries, and modeling client scenarios. Daily responsibilities include analyzing clients’ financial information, assisting with retirement and investment planning recommendations, and preparing client reports and presentation materials. The role also involves maintaining accurate client records, responding to client inquiries, and coordinating with internal and external partners to ensure timely implementation of financial strategies. The Associate Financial Planner contributes to ongoing client education by helping create materials that enhance financial literacy and by participating in client meetings as needed.

Qualifications

• Candidates should possess strong Financial Planning and Personal Financial Planning skills, with experience in building and reviewing comprehensive plans.
• Candidates should possess progress toward or completion of the Certified Financial Planner (CFP) designation, or an equivalent recognized financial planning credential.
• Candidates should possess strong analytical and quantitative skills, attention to detail, and proficiency with financial planning software (Conquest) and MS Office tools.
• Candidates should possess clear written and verbal communication skills, with the ability to explain complex financial concepts in accessible language without relying on AI.
• Candidates should possess a client-focused mindset, high ethical standards, and the ability to work collaboratively in a small team environment.
• Candidates should possess a post-secondary degree or diploma in finance, business, economics, or a related discipline; prior experience in wealth management or financial advisory services is an asset.