Associate, Financial Planning (Colin Ryan Wealth Management)
Winnipeg, MBWellington 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
Administrative Associate (Colin Ryan Wealth Management)
Winnipeg, MBWellington Altus Branding
2+ ansCandidates need administrative or client service experience, ideally in financial services, and proficiency with Microsoft Office and CRM systems. Completion of the Canadian Securities Course or CIRE exams is required or must be in progress at hire, and applicants must be legally eligible to work in Canada.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, CRM systems