Winnipeg, Ontario | Remote-Based with Regional Travel 100,000–$140,000 annually + performance-based incentives Permanent, Full-Time Language: Excellent written and verbal English communication skills required. French bilingualism is an asset. Requried to complete a credit check, criminal record check, and two professional reference checks. About the OpportunityAltis Recruitment is partnering with a leading Canadian investment management organization to find an experienced, client-focused Wealth Advisor This is an exciting prospect to join a growing wealth management business, support clients through important financial decisions, and build long-term relationships within an innovative, collaborative organization. Unlike traditional advisory roles that require building a client portfolio from scratch, this opportunity provides the chance to take ownership of an established book of business through a structured advisor transition process. You'll work closely with transitioning advisors and internal teams to ensure continuity of service while helping clients achieve their financial goals. In this role, you'll provide personalized investment guidance, develop comprehensive financial plans, and manage long-term client relationships. You'll also collaborate with investment, portfolio services, and operations teams to deliver exceptional client experiences and contribute to the continued growth and development of the wealth management platform. Competitive salary of $100K–$140K plus performance-based incentives. Remote-based work arrangement with flexibility, alongside in-person client meetings and regional travel as required. Collaborative, inclusive culture focused on employee well-being, continuous learning, and long-term career growth.



Opportunity to contribute to a growing wealth management business and help shape processes and client experiences. You'll provide personalized investment advice and develop comprehensive financial plans aligned with clients' goals, risk tolerance, and long-term financial objectives. You'll guide clients through the full advisory lifecycle, including initial discovery, onboarding, financial planning, portfolio transitions, and ongoing relationship management. You'll conduct investment suitability assessments and recommend appropriate investment products, managed solutions, and financial planning strategies. You'll proactively engage clients to educate them on investment solutions, financial planning opportunities, products, and services. You'll work closely with transitioning advisors, head office, investment, operations, and project teams to support client onboarding and portfolio transitions. in financial services, wealth management, or investment advisory roles, ideally as a Wealth Advisor, Associate Advisor, Senior Associate Advisor, or similar. Strong knowledge of capital markets, investment products, portfolio management, and holistic financial planning strategies. Demonstrated experience managing the full client lifecycle, including discovery, onboarding, financial planning, portfolio transitions, and ongoing servicing. Proven ability to build trusted, long-term client relationships and guide clients through periods of change or uncertainty. Experience using financial planning software, conducting investment suitability assessments, and recommending appropriate investment solutions. CFP, PFP, CIM, CFA Level 1, or LLQP qualifications are considered assets. Note from the Hiring Manager"We're looking for someone who genuinely enjoys helping clients navigate their financial journey, brings strong investment knowledge, and takes pride in building lasting relationships.

📌 Financial Planning (Winnipeg)
🏢 Altis
📍 Winnipeg