Investment and Retirement Planning Associate
On-site · Winnipeg, Manitoba, Canada
Job Summary
As an Investment and Retirement Planning Associate, you will provide direct client and sales support to Financial Planners and the Investment and Retirement Planning team. You will help with client meeting preparations, assist in fulfilling simple investment solutions and referrals, and maintain a superior client experience across branches and remote communications. You will handle client requests, ensure documentation accuracy with timely follow-ups, and identify opportunities to meet client needs, acquire new investment clients, and track progress against the team’s annual plan. You will follow all policies and procedures with due diligence and support Financial Planners with administrative activities and proactive client contact. The role emphasizes collaboration across partners, problem resolution, and the ability to manage multiple priorities in a fast-paced financial services environment. Skills in mutual funds accreditation, investment experience, strong communication, IT proficiency, and a client-centric approach are essential for success.
Required Qualifications
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
- Previous experience in investments
- IT literacy including the Microsoft Office suite
- Excellent communication skills including in-person, email and phone interactions
- Ability to work independently and in a team environment
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