Financial Planning Associate in Winnipeg
Wellington-Altus • winnipeg, Canada
Role Description
Take your career to new heights with Wellington‑Altus as a Financial Planning Associate in Winnipeg. Support personalized financial planning, deepen client relationships, and enhance investment strategies every day.
The Associate, Financial Planning role is integral to our expanding team at Wellington‑Altus Financial. You will assist in preparing and managing client financial plans while engaging in meaningful conversations about investments. This role emphasizes exceptional care, promising a pathway to advanced wealth planning expertise.
Key Responsibilities:
• Prepare and maintain foundational and complex financial plans
• Conduct client meetings to discuss strategies and recommendations
• Analyze asset mix and present insightful portfolio data
• Collaborate closely with lead advisors for seamless service
• Handle client onboarding and enhance overall experience
Requirements:
• Bachelor's degree in finance or related field
• 3-5 years in financial servic...
The Associate, Financial Planning role is integral to our expanding team at Wellington‑Altus Financial. You will assist in preparing and managing client financial plans while engaging in meaningful conversations about investments. This role emphasizes exceptional care, promising a pathway to advanced wealth planning expertise.
Key Responsibilities:
• Prepare and maintain foundational and complex financial plans
• Conduct client meetings to discuss strategies and recommendations
• Analyze asset mix and present insightful portfolio data
• Collaborate closely with lead advisors for seamless service
• Handle client onboarding and enhance overall experience
Requirements:
• Bachelor's degree in finance or related field
• 3-5 years in financial servic...