Associate Financial Planner (Winnipeg)

Associate Financial Planner (Winnipeg)

28 Oct
|
McGonigal, Kalos & Associates
|
Winnipeg

28 Oct

McGonigal, Kalos & Associates

Winnipeg

The Prospect

We are a growing independent financial planning practice in Winnipeg looking for an Associate 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 from week one, 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.

📌 Associate Financial Planner (Winnipeg)
🏢 McGonigal, Kalos & Associates
📍 Winnipeg

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