Financial Planning Associate - Wealth Management

Wellington-Altus; Winnipeg; On-site; CAD 65,000 - 90,000; Full time

Job summary

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.

Qualifications

• Bachelor’s degree in business, accounting, or finance or equivalent work exp.
• 3–5 years in financial services, high-growth environment.
• 3+ years in customer-facing role; CFP progression encouraged.
• Experience in wealth management or regulated industry is a plus.
• Proficiency with MS Office (Word/Excel/PowerPoint/Teams/Outlook).
• Ability to maintain confidentiality and act with integrity.

Responsibilities

• Prepare and maintain client financial plans, from foundational to complex strategies.
• Analyze asset mix and provide recommendations aligned with goals.
• Conduct client meetings; collaborate with lead advisor to grow relationships.
• Support onboarding, reporting, and client communications for advisors.

Skills

Client service

Financial planning

Communication

Analytical thinking

Team collaboration

Education

Bachelor's degree in business administration, accounting, or finance

Progress toward CFP designation

CIRO/CSC/CPH assets

Tools

MS Office

CRM data management

Job description

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.