Hybrid Associate Financial Planner - Wealth Planning

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

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.