Drive client success with Wellington-Altus as an Investment Associate in Winnipeg. This position emphasizes investment strategy, client communication, and compliance adherence.

The Investment Associate will collaborate closely with the Senior Investment Advisor, assisting with client management and administrative tasks. You will provide personalized investment advice, build relationships, and help clients navigate their financial journeys.

Your expertise in various investment products will be key to delivering exceptional service.

Key Responsibilities:

- Engage clients by addressing inquiries and providing solutions
- Maintain accurate and compliant client documentation
- Process a range of financial transactions as needed
- Assist in preparation for client meetings
- Stay updated on Canadian market investment products

Requirements:

- Bachelor's degree in business or finance preferred
- 3-5 years in financial services
- Excellent organizational and interpersonal skills
- CIRO registered as Investment Representative
- Adaptability and critical thinking skills

Bring your dedication to client service and investment strategies to Wellington-Altus in Winnipeg.

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📌 Wellington-Altus Investment Associate Opportunity (Winnipeg)
🏢 Wellington-Altus Private Wealth
📍 Winnipeg