Wealth Advisor

Altis Technology; United States; Remote; USD 71,000 - 100,000; Full time

Benefits offered by this job

Remote-based with regional travel

RRSP contributions

Profit-sharing opportunities

Health benefits and wellness allowance

Paid time off

Tuition reimbursement and designation

Job summary

Altis Recruitment is partnering with a leading Canadian investment management organization to recruit a Wealth Advisor in Winnipeg, Manitoba. You will provide personalized investment guidance, develop financial plans, and manage long-term client relationships within an established book of business.

You’ll work with transitioning advisors and internal teams to ensure seamless service delivery while helping clients reach their financial goals.

Qualifications

• 5+ years of experience in financial services or wealth management.
• RR securities registration is required and ability to trade mutual funds and securities.
• CSC completed and CIRO proficiency requirements.
• Strong knowledge of capital markets, investments, portfolio management and holistic planning.
• Proven ability to manage full client lifecycle and build trust with clients.
• Excellent communication, relationship management and advisory skills.
• CFP, PFP, CIM, CFA Level 1, or LLQP assets; LLQP designation possible within 12 months.

Responsibilities

• Provide personalized investment advice and develop financial plans aligned with client goals and risk tolerance.
• Manage relationships within an assigned client portfolio and ensure continuity of service.
• Guide clients through discovery, onboarding, planning, portfolio transitions, and ongoing servicing.
• Support clients during advisor transitions, major life events, and periods of uncertainty.
• Conduct investment suitability assessments and recommend appropriate investment solutions.
• Educate clients on investment solutions and financial planning opportunities.
• Collaborate with transitioning advisors, head office, investment, operations and project teams.
• Contribute ideas to improve internal processes and client experiences.

Skills

Client relationship mgmt

Investment advisory

Financial planning

Communication skills

Team collaboration

Adaptability

Education

Canadian Securities Course (CSC)

Job description

Location: Winnipeg, Ontario | Remote-Based with Regional Travel
Salary: $100,000$140,000 annually + performance-based incentives
Employment Type: Permanent, Full-Time
Language: Excellent written and verbal English communication skills required. French bilingualism is an asset.
Work Authorization: Requried to complete a credit check, criminal record check, and two professional reference checks.

About the Opportunity

Altis Recruitment is partnering with a leading Canadian investment management organization to find an experienced, client-focused Wealth Advisor in Winnipeg, Manitoba. This is an exciting opportunity to join a growing wealth management business, support clients through important financial decisions, and build long-term relationships within an innovative, collaborative organization.

Unlike traditional advisory roles that require building a client portfolio from scratch, this opportunity provides the chance to take ownership of an established book of business through a structured advisor transition process. You'll work closely with transitioning advisors and internal teams to ensure continuity of service while helping clients achieve their financial goals.

In this role, you'll provide personalized investment guidance, develop comprehensive financial plans, and manage long-term client relationships. You'll also collaborate with investment, portfolio services, and operations teams to deliver exceptional client experiences and contribute to the continued growth and development of the wealth management platform.

What's in it for You

• Competitive salary of $100K$140K plus performance-based incentives.

• Remote-based work arrangement with flexibility, alongside in-person client meetings and regional travel as required.

• Opportunity to manage an established client portfolio rather than build a book of business from scratch.

• More predictable compensation and greater work-life balance compared to traditional business-development-focused advisory roles.

• Employer-funded RRSP contributions and profit-sharing opportunities.

• Comprehensive health benefits, wellness allowances, and generous paid time off.

• Professional development, tuition reimbursement, and designation support.

• Collaborative, inclusive culture focused on employee well-being, continuous learning, and long-term career growth.

• Opportunity to contribute to a growing wealth management business and help shape processes and client experiences.

Your Responsibilities

• You'll provide personalized investment advice and develop comprehensive financial plans aligned with clients' goals, risk tolerance, and long-term financial objectives.

• You'll manage and strengthen relationships within an assigned portfolio of clients, ensuring continuity of service and identifying opportunities to support their evolving financial needs.

• You'll guide clients through the full advisory lifecycle, including initial discovery, onboarding, financial planning, portfolio transitions, and ongoing relationship management.

• You'll support clients through advisor transitions, significant life events, and periods of financial uncertainty, providing reassurance, guidance, and a seamless client experience.

• You'll conduct investment suitability assessments and recommend appropriate investment products, managed solutions, and financial planning strategies.

• You'll proactively engage clients to educate them on investment solutions, financial planning opportunities, products, and services.

• You'll work closely with transitioning advisors, head office, investment, operations, and project teams to support client onboarding and portfolio transitions.

• You'll contribute feedback and ideas to improve internal processes, strengthen client experiences, and support the continued growth of the wealth management business.

Skills and Qualifications

• 5+ years of experience in financial services, wealth management, or investment advisory roles, ideally as a Wealth Advisor, Associate Advisor, Senior Associate Advisor, or similar.

• Registered Representative (RR) securities registration is required, along with the ability to trade mutual funds and securities.

• Successful completion of the Canadian Securities Course (CSC) and compliance with applicable CIRO proficiency requirements.

• Strong knowledge of capital markets, investment products, portfolio management, and holistic financial planning strategies.

• Demonstrated experience managing the full client lifecycle, including discovery, onboarding, financial planning, portfolio transitions, and ongoing servicing.

• Proven ability to build trusted, long‑term client relationships and guide clients through periods of change or uncertainty.

• Experience using financial planning software, conducting investment suitability assessments, and recommending appropriate investment solutions.

• Excellent communication, relationship management, and consultative advisory skills, with a warm, polished, and approachable communication style.

• Positive, collaborative, and adaptable mindset, with a willingness to contribute ideas and support evolving business processes.

• CFP, PFP, CIM, CFA Level 1, or LLQP qualifications are considered assets. Successful candidates may have the opportunity to obtain their LLQP designation within 12 months, where applicable.

Note from the Hiring Manager

"We're looking for someone who genuinely enjoys helping clients navigate their financial journey, brings strong investment knowledge, and takes pride in building lasting relationships. The ideal candidate is collaborative, adaptable, and passionate about providing thoughtful financial advice. This is a great opportunity for an advisor who values client relationships, wants to grow professionally, and is excited to contribute to a growing wealth management business. If you're motivated by making a meaningful difference in clients' lives, we'd love to connect."

Why Partner with Altis

We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you're a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.