OverviewFull Time: Associate Financial AdvisorSalary: $65,000 – $75,000 + performance-based incentivesRetirement by Design is a growing financial planning firm seeking a relationship-drivenAssociate Advisorto take ownership of a defined group of growing clients and play a key role in supporting firm growth.This role is designed to create capacity for senior advisors to focus on clients who require more advanced planning and business development, while you ensure an exceptional client experience and identify opportunities to deepen and grow relationships.Key ResponsibilitiesServe as the primary advisor for a portfolio of growing clientsConduct regular review meetings and maintain proactive communicationIdentify opportunities to expand existing relationshipsCultivate client relationships that consistently result in qualified introductions to potential new clientsHandle day-to-day client service requests efficiently and professionallyDeliver a high-quality, relationship-focused client experienceWhat Success Looks LikeAll assigned clients are engaged in a consistent review processStrong client retention and satisfactionGrowth in assets under management from both new and existing client relationshipsA steady flow of client introductionsGrowth-oriented mindset with a proactive approachActs as a strong team player by collaborating effectively, supporting team initiatives, and contributing to a positive,



high-performance cultureQualifications2+ years of experience in financial services or wealth managementMutual Funds licenseLLQP Insurance licenseSome financial planning knowledge a plan to obtain CFP designationExcellent relationship-building and communication skillsHigh attention to detail and follow-throughAbility to manage multiple client relationships independentlyWhat We’re Looking ForThis role is ideal for someone who enjoys building relationships, taking ownership, and growing within a firm. You should be someone clients trust quickly, who follows through consistently, and who looks for ways to deepen relationships—not just maintain them.Why Join UsWe offer more than just a role—we provide a explicit, structured career path designed to help you grow into a high-performing advisor.Our firm follows aTwo-Seat Advisor Model, giving you hands-on experience, mentorship, and a defined path for advancement. You’ll work alongside senior advisors, gradually increasing your responsibility, client exposure, and earning potential.Throughout this path, you will:Build deep expertise in financial planning (FP) and client strategyReceive ongoing mentorship and coachingDevelop both service and business development skillsBe supported by a team structure that allows you to focus on your strengthsThis model is designed todevelop, retain, and reward advisors with a growth mindset, while delivering a high level of service to every client.#J-18808-Ljbffr

📌 Associate Financial Advisor - $65,000 - $75,000 A Year (Winnipeg)
🏢 Retirement by Design
📍 Winnipeg