Financial Planner & Operations Manager
Location: Winnipeg, MB
Position type: Full Time - 37.5 hours per week
Salary range: $75,000 – $90,000
About Cardinal Sport and the Role
Cardinal Sport is a specialized wealth management business within Cardinal Capital Management, based in Winnipeg, serving professional athletes, primarily NHL players, as well as business owners and other
professionals. Our clients have complex financial lives, often across multiple countries, and expect a high level of coordination, responsiveness and attention to detail.
The Financial Planner & Operations Manager plays a key role in making that happen. This person supports financial planning while owning the coordination and follow-through of client matters, ensuring action items are organized, tracked and completed while keeping clients informed throughout the process.
Key Responsibilities
- Financial Planning & Client Coordination - Support the preparation and ongoing maintenance of
comprehensive financial plans. Turn advisor recommendations and client meetings into clear action plans, track outstanding matters and ensure items are followed through to completion.
- Annual Tax Return Support - Coordinate the annual collection of client tax slips, returns and supporting documents. Track outstanding information, organize documentation and work with advisors and external accountants to support the timely completion of personal and corporate tax returns.
- Client Service & Relationship Support - Serve as a key point of contact for planning, documentation, onboarding and follow-up matters after strategic direction has been established by the advisor. Proactively manage client requests and maintain a responsive, high-touch client experience.
- Office & Workflow Management - Manage day-to-day workflow across the team, including priorities, responsibilities, deadlines and outstanding client matters. Maintain accurate CRM records and provide advisors with clear visibility into what is open, in progress and complete.
- Professional & External Coordination - Work directly with accountants, lawyers, private bankers, mortgage professionals, insurers and other external professionals to coordinate client matters. Manage routine execution and follow-up while keeping the primary advisor informed.
- Process & Team Development - Develop and improve workflows, templates, checklists, tracking tools and reporting to create a consistent and scalable operating structure. As the business grows, help train and coordinate additional planning, administrative or client-service support.
Qualifications
We are looking for someone who combines strong financial knowledge with exceptional organization, communication and follow-through.
The ideal candidate will have:
- Experience in financial planning, wealth management, accounting, private banking or a related professionalservices environment.
- Post-secondary education in business, finance, operations, or a related field.
- A CFP, CPA or similar professional designation, or meaningful progress toward one.
- Strong knowledge of financial planning and tax-related concepts.
- Experience working with high-net-worth clients is a strong asset.
- Excellent written and verbal communication skills.
- Strong attention to detail and a commitment to follow through.
- Ability to manage multiple complex client matters and competing priorities.
- Confidence communicating directly with clients and external professionals.
- Strong judgment and discretion when handling confidential financial information.
- Comfort working in a growing environment where responsibilities and processes will continue to evolve.
- Ability to work independently, anticipate what needs to happen next and take ownership of getting it done.
Growth Path
This position is being created as part of the continued growth of Cardinal Sport and offers an opportunity to help shape how the business operates in the future. We are hiring for the role described above, but we also believe roles have limits while people do not.
For the right person, future opportunities may develop in different directions based on individual strengths, interests and the needs of the business. This could include greater responsibility for planning and operations, team leadership or potentially a more client-facing role. No specific progression is guaranteed. Our goal is to create an environment where an exceptional person has room to grow as Cardinal Sport grows.
Compensation & Benefits
- Competitive base salary and performance-based incentives.
- Comprehensive health, dental, and wellness benefits.
- RRSP matching.
- Professional development and certification support.
- Collaborative and supportive work environment.
How to Apply
If this opportunity aligns with your experience and career goals, please email your résumé and cover letter in confidence to: enquiriesCS@Cardinal.ca
We thank all applicants for their interest. Only those selected for an interview will be contacted.
