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 • Robust interpersonal and analytical skills

Bring your financial expertise to Wellington-Altus and contribute to exceptional client service. #J-18808-Ljbffr

📌 Investment Associate Role in Winnipeg
🏢 Wellington-Altus
📍 Winnipeg