Make an impact in the financial sector as an Investment Associate at Wellington-Altus in Winnipeg. Support Investment Advisors while enhancing client experience through tailored investment solutions.

As a key member of Spiring Wealth Management, the Investment Associate will engage in client relationship management and administrative support. This role requires your expertise in communication and product knowledge for high-net-worth individuals, ensuring compliance with relevant regulations while assessing client needs.

Key Responsibilities:
• Maintain proactive client communications and address inquiries
• Research investment options and strategy recommendations
• Ensure accurate client documentation meets regulatory standards




• Process account transactions and assist with client meetings
• Contribute to building comprehensive client investment portfolios

Requirements:
• 3-5 years in financial services or wealth management
• Bachelor’s degree in business, finance, or similar
• Registered with CIRO as an Investment Representative
• Experience with Croesus software is a plus
• Solid interpersonal and analytical skills

Bring your financial expertise to Wellington-Altus and contribute to exceptional client service.
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📌 Investment Associate Role in Winnipeg (Manitoba)
🏢 Wellington-Altus
📍 Manitoba