Investment Advisor

Harbourfront Wealth Management; Winnipeg; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services company in Winnipeg, Manitoba is seeking an Investment Advisor to manage client relationships and provide financial advice. The position entails developing financial plans, leading client meetings, and collaborating with a Senior Investment Advisor. Ideal candidates should have a Registered Representative status and experience in advisory roles. This full-time role is integral to the firm's growth and client service excellence.

Qualifications

• 2-5 years prior experience in a client-facing advisory or financial planning role.
• Strong interpersonal and relationship management skills.
• High level of self-motivation and professional drive.

Responsibilities

• Develop and deliver comprehensive financial plans for clients.
• Lead client meetings and maintain strong ongoing relationships.
• Conduct investment research and stay updated on market trends.

Skills

Interpersonal skills

Organizational skills

Communication skills

Client service orientation

Sales skills

Education

Registered Representative (RR) with CIRO

Certified Financial Planner designation

Job description

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Harbourfront Wealth Management is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over $10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 49 branches across Canada.

Career opportunity :

The Investment Advisor plays a key role in the firm's client experience and overall growth. The role requires an individual responsible for managing client relationships and delivering financial advice while working closely with the Senior Investment Advisor. The role involves both financial planning and business development responsibilities. This opportunity is a permanent full-time role based out of our Winnipeg, Manitoba, office.

You will be responsible for :

• Developing and delivering comprehensive financial plans for the team’s clients;
• Leading client meetings and maintaining strong ongoing relationships;
• Conducting investment research and staying up to date on market trends;
• Collaborating with the Senior Investment Advisor on strategy and client service;
• Contributing to the creation and presentation of content for client events;
• Managing and following up on firm-generated leads and new business opportunities;
• Actively participating in the business development process.

The ideal candidate for this position has :

Registered Representative (RR) with Canadian Investment Regulatory Organization (CIRO);

Certified Financial Planner designation an asset;

2-5 yearsprior experience in a client-facing advisory or financial planning role;

Strong interpersonal and relationship management skills;

Exceptional client service orientation and communication ability;

Deep interest in helping others achieve financial well-being;

Strong organizational and time management capabilities;

High level of self-motivation and professional drive;

Resilience and adaptability under pressure;

Proven ability to manage multiple priorities;

Background in sales or business development is an asset.

Diversity and Inclusion

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace that is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Finance, Sales, and Business Development

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