Wealth Advisor (Winnipeg & Multiple locations available)
Core
Provide investment advice, develop financial planning strategies, and manage client relationships to help clients invest portfolios and achieve long-term financial goals.
Role type
Wealth Advisor (Financial Planning & Investment Advisory)
Builds
Client investment portfolios and long-term financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy development, Financial planning, Client relationship management, Product positioning, Financial planning software proficiency, Regulatory compliance (CIRO/RR)
Preferred skills
Bilingual (English/French), CFP/PFP designation, CIM/CFA Level 1
Technologies
Financial planning software
Responsibilities
Advise clients on portfolio investments and financial planning, Manage assigned client base and drive sales, Liaise with back/middle office for operational support, Educate clients on products and digital onboarding, Develop long-term client relationships, Execute client relationship strategies
Seniority
Mid-Senior, hands-on IC
