Investment Associate/Advisor

Location:
Winnipeg

Role Description:
Wellington-Altus Private Wealth has an opportunity with the Colin Ryan Wealth Management Team in our Winnipeg head office. The Investment Associate/Advisor (licensed) position is ideal for an individual looking to continue to build their career and book of business with an award-winning company and team.

Are you currently in a wealth/investment advisory role and responsible for building and maintaining a client base? We are looking for a driven professional who is wanting to grow a client base and work within a team environment. You will play an integral role in business development, client origination, marketing, as well as participate in the investment and financial planning process for clients.

As an Investment Associate/Advisor, you will:

  • Work within a team environment.
  • Be responsible for assisting in growing the client base through networking, marketing, and sales.
  • Manage and grow an existing client base.
  • Provide investment and wealth management advice.
  • Be proactive in identifying opportunities for clients.
  • Prepare and manage financial plans.
  • Be proficient in all areas of administration.
  • Acts as a resource person for clients (ex: generating specialized reports, questions about specific products)
  • Meet with existing and potential clients, complete in-depth fact finding. Help clients to discover and articulate their short- and long-term goals.
  • Performs other duties as assigned to support the team.

Your education and qualifications include:

  • University degree, preferably in commerce or finance
  • Licensed with CSC, CPH.
  • Currently have or are working towards CFP or CFA.
  • 5-10 years’ industry experience in a client facing, business development and investment decision/ financial planning role.
  • Comprehensive knowledge of topics related to the financial and securities industry, including investment and insurance products and services
  • Strong organizational skills with excellent attention to detail
  • Demonstrated, reliable work ethic with the ability to manage multiple, competing priorities
  • Ability to adapt quickly to changing needs and work requirements
  • Client-focused attitude with a commitment to cultivating relationships and providing exceptional service
  • Demonstrated, high proficiency in Microsoft Office tools and financial software

Conditions of Employment:

  • Must be legally eligible to work in Canada
  • Current and maintained registration as an IR, including completion of all courses and experience
    requirements, with IIROC with the ongoing requirement to fulfill Continuing Education requirements
  • Completion of CSC and CPH
  • A background check, satisfactory to the employer, will be required of the successful applicant
    prior to commencing employment

To apply, please email your resume to careers@wprivate.ca


Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply and are encouraged to self-identify on their application.

If you require accommodation for the recruitment process, please let us know at the point of application.