Join Wellington-Altus as an Investment Associate and thrive in a client-focused setting in Winnipeg. Collaborate with experienced specialists 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
Solid analytical and problem-solving abilities Leverage your skills in client relations and compliance at Wellington-Altus as an essential part of the investment team.