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Financial Planning Associate - 19040
Winnipeg, MB R3T 1N6 CA | Work from home flexibility TELECOMMUTE CA
Job Description
Our client is looking for a motivated, detail-oriented individual to support the team in both administrative functions and contribute to the advisory side, depending on the candidate's experience and development. This role requires a proactive attitude, excellent organizational skills, and the ability to manage sensitive information with discretion. You will collaborate closely with the senior advisor, assisting in financial planning tasks and client service operations.
Financial Planning Associate Responsibilities:
- Support the Senior Advisor in the preparation and development of financial plans, including goal-setting, investment strategies, and product recommendations.
- Stay updated on market trends, investment products, and regulatory changes pertinent to financial planning.
- Cultivate and maintain strong client relationships by providing exceptional service through phone, email, and in-person interactions.
- Collaborate with the team in delivering administrative support, managing correspondence, processing transactions, and following up on client inquiries.
- Assist in the development of marketing materials and the management of social media campaigns.
- Assist in organizing and preparing for client and prospecting events.
- Communicate clearly and confidently in all interactions with clients and team members.
- A minimum of 2 years of relevant industry experience in financial services, including roles such as financial advising or licensed assistant positions.
- Progress toward or completion of the CSC / CPH licensing, or a willingness to complete the course within one year.
- A Certified Financial Planner (CFP) designation, or a commitment to pursue this certification.
- Proficiency in Microsoft Excel and other MS Office applications.
- Strong understanding of investment products and financial regulations.
- Experience with marketing and social media management is considered an asset, though not required.
- The salary range is negotiable depending on experience.
- Comprehensive benefits package.
Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.
Meet Your Recruiter
Lindie De Gouveia
Senior Recruitment Consultant
Accounting & Finance
With 8 years of experience in agency recruiting and 15 years working in corporate roles, Lindie has sat on both sides of the table, giving her a deep understanding of the needs and challenges of her clients. Drawing on her expertise as a Branch Manager in a nationally recognized recruitment agency, combined with hands-on experience in finance and risk management, she specializes in the placement of accounting and finance professionals in Alberta.
Having managed staff of her own, Lindie has a demonstrated ability to build, manage and motivate high-performing teams—and now helps her clients do the same. She is highly detail-oriented, which shines through in her incisive questions to clients and the precision of her interviewing and job matching skills. She appreciates the dynamic nature of recruitment, including adapting to her clients’ evolving needs and the ever-changing job market.
Lindie made the move to Canada from South Africa in 2023. She holds a Bachelor of Commerce with majors in Business Management and Industrial Psychology, further enriching her ability to understand the human dynamics involved in recruitment, including personality ‘fit’ in the workplace. Outside of work, she keeps active with her teenager, balancing school, sports and outdoor activities.
