Hybrid Advisor in Financial Services

Position: Hybrid Advisor Role in Financial Services
Step into a hybrid Financial Advisor position in Winnipeg focused on client engagement and personalized financial strategies.

Your role will involve dynamic client interactions and strategic planning.

In this advisor role, you will assist in managing and supporting existing client relationships alongside seasoned financial planners. Key tasks include preparing financial plans, participating in client meetings, and ensuring compliance. You will also identify new business opportunities and assist with marketing initiatives to enhance client appreciation.

Key Responsibilities:

• Support the Senior Advisor in client management

• Prepare client reports and follow up on action items

• Assist in onboarding clients and gathering necessary data

• Analyze financial situations and propose investment solutions

• Conduct prospecting and develop marketing materials

Requirements:

• Diploma or Degree in Business, Finance, or similar

• Required LLQP License for insurance sales

• Experience with Mutual Funds License preferred

• Strong analytical mindset and interpersonal skills

• Effective communication and professionalism

Contribute to a firm committed to enabling lasting financial security for clients.
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