Accounting & Finance

Financial Planning Associate - Wealth Management

Wellington-Altus

Winnipeg · Manitoba · Canada

Wellington-Altus Private Wealth Inc. is seeking an Associate, Financial Planning in Winnipeg to support personalized planning and client relationship activities.

You’ll work with senior advisors to deliver client-focused financial plans and develop expertise in wealth planning over time. The role requires 3–5 years in financial services, a bachelor’s degree in related fields, and progress toward CFP designation; CIRO/CSC/CPH assets are valued.

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Reference: WJ-4703_9297200

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