Elevate your career as an Associate in Financial Planning with Wellington-Altus in Winnipeg, MB. Support high-net-worth clients and enhance your financial advisory skills in a full-time role.
As a Financial Planning Associate, you will work under the Senior Portfolio Manager, providing personalized financial planning and relationship management. This critical role involves analyzing client portfolios, preparing financial plans, and engaging with clients to discuss their life-stage considerations. Your work will directly support the lead advisor in delivering exceptional client care and business development initiatives.
Key Responsibilities:
• Prepare and maintain comprehensive financial plans
• Analyze asset mixes and provide strategic recommendations
• Conduct client meetings for financial planning discussions
• Identify new growth opportunities for client acquisition
• Maintain client files and CRM data accurately
Requirements:
• Bachelor’s degree in finance, business, or related field
• 3-5 years of experience in financial services
• Solid customer service skills and experience
• Working towards CFP designation preferred
• Proficiency in Microsoft Office Suite
Utilize your financial planning expertise and excellent interpersonal skills to foster strong client relationships with Wellington-Altus.
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