Elevate client relationships at Wellington-Altus in Winnipeg as an Investment Associate. This role emphasizes investment advice, compliance, and managing client accounts effectively.
The Investment Associate, reporting to the Senior Investment Advisor, provides critical support in client consultations, administrative tasks, and transaction processing. You will build and maintain solid client relationships, provide personalized investment advice, and ensure compliance with industry regulations. Your deep product knowledge will be an asset as you assist clients in achieving their financial goals.
Key Responsibilities:
• Build and maintain relationships with high-net-worth clients
• Address client inquiries professionally and efficiently




• Assess suitability of investment products for clients
• Maintain compliant client files and documentation
• Assist advisors in preparing for client meetings
Requirements:
• Bachelor's or master's degree in finance or related field
• 3-5 years’ experience in financial services
• Proficient in Microsoft Office suite
• Strong organizational and interpersonal skills
• Registered with CIRO as Investment Representative
Bring your expertise in investment management and client engagement to Wellington-Altus in Winnipeg.
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📌 Client-Focused Investment Associate in Winnipeg
🏢 Wellington-Altus Private Wealth
📍 Winnipeg