Join Wellington-Altus as an Investment Associate and thrive in a client-focused environment in Winnipeg. Collaborate with experienced professionals to provide investment insights and services.
This position at Spiring Wealth Management focuses on delivering administrative support and personalized advice to high-net-worth clients. Your responsibilities will encompass relationship management, compliance, and the research of investment products to help clients attain their financial aspirations.
Key Responsibilities:
• Foster strong client relationships through regular engagement
• Generate customized financial reports for clients
• Ensure compliance with CIRO and industry guidelines
• Manage a diverse range of client transactions




• Assist advisors in preparing for client meetings
Requirements:
• Bachelor’s or master's degree in relevant fields
• Experience in customer service roles, ideally in finance
• CIRO registration as a Registered Representative
• Excellent verbal and written communication skills
• Robust analytical and problem-solving abilities
Leverage your skills in client relations and compliance at Wellington-Altus as an essential part of the investment team.
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📌 Wellington-Altus Investment Associate Position (Winnipeg)
🏢 Wellington-Altus
📍 Winnipeg