Associate, Financial Planning (Colin Ryan Wealth Management)
Winnipeg, MBTemps plein
WA
Wellington Altus Branding
3+ ansCandidates need 3 to 5 years of financial services experience and 3+ years in client-facing work, plus a business, accounting, finance or related degree or equivalent experience. Working toward the CFP designation and CIRO licensing are assets, along with strong communication and Microsoft Office skills.
Financial planning, Client relationship management, Communication skills, Sales, Onboarding, Customer relationship management