Senior Financial Planner

New Outlook Wealth Inc.; Winnipeg; Hybrid; CAD 85,000 - 125,000; Full time

Job summary

New Outlook Wealth Inc. in Winnipeg, MB, seeks a Senior Financial Planner to deliver personalized financial plans for Canadian clients in a hybrid role. You will meet with clients to assess goals, analyze positions, and develop comprehensive retirement, investment, tax, and estate strategies.

Day-to-day includes monitoring portfolios and adjusting plans as circumstances change. Collaboration with internal partners, accurate documentation, regulatory compliance, and client education are

Qualifications

• Strong financial planning expertise and CFP designation or equivalent certification.
• Experience in wealth management or financial services.
• Retirement planning, tax-efficient withdrawal planning and pensions.
• Hybrid work in Winnipeg, MB with strong communication and client engagement skills.

Responsibilities

• Meet with clients to assess goals and financial positions.
• Develop comprehensive, personalized financial plans (retirement, investment, tax, estate).
• Prepare and review strategies, monitor portfolios, adjust plans as circumstances change.
• Provide ongoing advice, conduct regular reviews, explain recommendations and risks.
• Collaborate with internal partners, maintain documentation, and ensure regulatory compliance.

Skills

Financial planning

Communication

Analytical thinking

Interpersonal skills

Education

CFP designation

Tools

Financial planning software

Job description

Company Description New Outlook Wealth Inc. is dedicated to elevating the wealth management experience for Canadians through robust, customized financial planning and high-quality investment counsel. The firm focuses on minimizing conflicts of interest between clients and advisors, ensuring advice that is transparent and aligned with client goals. New Outlook Wealth Inc. also prioritizes financial literacy, helping clients better understand their options and make informed decisions. With unrestricted access to a broad range of products and services, the firm aims to meet diverse financial needs and expand clients’ long-term possibilities.

Role Description The Senior Financial Planner is a full-time, hybrid role based in Winnipeg, MB, with flexibility for some work from home. In this role, the planner will meet with clients to assess their financial goals, analyze current financial positions, and develop comprehensive, personalized financial plans. Day-to-day responsibilities include preparing and reviewing retirement, investment, tax, and estate planning strategies, monitoring client portfolios, and adjusting plans as circumstances change. The planner will provide ongoing advice, conduct regular review meetings, and ensure clients understand recommendations and associated risks. This role also involves collaborating with internal partners, maintaining accurate documentation, adhering to regulatory requirements, and contributing to the firm’s commitment to transparency and client education.

Qualifications

• Strong financial planning expertise, including Financial Planning and Personal Financial Planning skills.
• Advanced credentials such as Certified Financial Planner (CFP) designation or equivalent professional certification.
• Solid foundation in Finance, with the ability to analyze complex financial situations and recommend suitable strategies.
• Proficiency in Retirement Planning, including income strategies, pension optimization, and tax-efficient withdrawal planning.
• Several years of experience in client-facing advisory roles, preferably in wealth management or financial services.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly and build long-term relationships.
• Strong analytical, organizational, and follow-up skills, with high attention to detail and adherence to compliance standards.
• Comfort working in a hybrid environment in Winnipeg, MB, using financial planning software and digital collaboration tools.