We are a growing independent financial planning practice in Winnipeg looking for an Partner Financial Planner to join our team. This is not a typical associate role, we are looking for someone with genuine ambition who wants to grow into the position over time, with real mentorship, real clients, and real responsibility from day one.
You will work directly alongside a CFP, supporting a growing book of business while developing the skills, relationships, and designations needed to eventually manage your own clients. If you are the kind of person who is energized by helping people, make meaningful financial decisions, and you want a path that rewards your effort directly this is the role for you.
Why this role is different
● You will work on real financial plans, not just admin tasks
● Direct mentorship from a CFP with an established, growing practice
● A compensation structure that grows with your contribution, base salary plus bonus
● Hybrid flexibility with a collaborative in-office culture
● A clear, supported path toward to attract your own clients
Compensation & Benefits
- Base salary: Commensurate with experience: competitive for Winnipeg market
- Performance bonus: Based on individual contribution, client outcomes, and practice growth
- Commission participation: Insurance and planning revenue opportunities as licensing allows
- Schedule: Full-time hybrid in-office collaboration with flexible remote days
- Growth path: Structured progression toward managing your own client relationships
How to Apply
We are looking for the right person, not the fastest applicant. We review applications on a rolling basis and will reach out to candidates whose background genuinely fits what we are building.
Job Types: Full time, Permanent
Pay: $48,700.00-$100,000.00 per year
Application question(s):
- What makes you a fit for this role?
Experience:
- Financial planning: 2 years (preferred)
Work Location: Hybrid remote in Winnipeg, MB R3T 3Y6
📌 Financial Planning Partner (Winnipeg)
🏢 New Outlook Wealth
📍 Winnipeg
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