Associate Advisor

Associate Financial Planner

 

Position Title: Associate Financial Advisor

Type: Hybrid | Full-Time

Location: Winnipeg

About Our Client

Our client is a reputable financial planning and advisory firm based in Winnipeg, recognized for its client-centric approach and strong commitment to helping professionals, business owners, and families achieve lasting financial security. With a philosophy rooted in integrity, focus, and genuine care, they’ve built a legacy of empowering clients to define and reach their life goals through tailored financial strategies.

Their practice combines the personalized attention of a boutique advisory office with the stability and resources of a leading national financial institution. Guided by a mission to help clients protect, grow, and enjoy their wealth, they deliver comprehensive planning solutions across investments, insurance, and retirement planning.

This opportunity offers advisors the chance to work closely with experienced financial planners and gain hands-on exposure to the full spectrum of financial advisory services. If you’re driven by relationship-building, financial strategy, and the desire to make a lasting impact on people’s futures, this role provides an exceptional foundation for long-term career growth in the industry.

Key Responsibilities

The Associate Financial Advisor supports one or more Senior Financial Advisors or Planners in serving existing clients and growing the practice. Key responsibilities include:

Client Relationship Management

• Support the Senior Advisor in managing existing client relationships.
• Conduct follow-ups, service requests, and regular client check-ins.
• Participate in client meetings, taking notes, preparing reports, and following up on action items.
• Assist in onboarding new clients and gathering KYC (Know Your Client) information.

Financial Planning & Advice Support

• Prepare financial plans, insurance illustrations, and investment recommendations under supervision.
• Help analyze clients’ financial situations (income, assets, liabilities, protection needs).
• Research and propose solutions for life insurance, living benefits, investments, and retirement plans.
• Run financial projections and scenario models.
• Maintain client files and ensure compliance with industry standards and regulations.

Sales & Business Development Support

• Help identify new business opportunities within the client base (cross-selling/up-selling).
• Support marketing initiatives and client appreciation events.
• Conduct prospecting and follow-up communications as directed by the Senior Advisor.
• Prepare proposals, presentations, and supporting materials for client meetings.

Qualifications

To succeed in this role, candidates should demonstrate the following:

Education & Experience:

• Post-secondary education (Diploma or Degree) in Business, Finance, Commerce, Economics, or a related discipline.
• LLQP License (required) – sale of life, disability, critical illness, and health insurance.
• Mutual Funds License (IFIC or CSC) – preferred
• Certified Financial Planner (CFP®) – preferred or in progress, demonstrating a commitment to professional excellence in financial planning.

Key Competencies:

• Strong client service and interpersonal skills.
• Analytical and detail-oriented with strong financial acumen.
• Excellent written and verbal communication skills.
• Ability to handle confidential client information with discretion and professionalism.

Apply Today

Email your resume to Samantha Cheffins at [email protected]

About Us

Executrade is one of Western Canada’s most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.
We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.

In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.ca.