Join Wellington-Altus as an Investment Associate and thrive in a client-focused workplace 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 • Strong analytical and problem-solving abilities

Leverage your skills in client relations and compliance at Wellington-Altus as an essential part of the investment team.

📌 Wellington-Altus Investment Associate Position (Winnipeg)
🏢 Wellington-Altus
📍 Winnipeg