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Added 1 min ago
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Cardinal Capital Management

Financial Planner & Operations Manager

Winnipeg, MB, Canada

Salary range: $75,000 – $90,000 · Full-time

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Job details

Pay: Salary range: $75,000 – $90,000
Job type: Full-time
Apply by: Dec 5, 2026
Working hours: 37.5 hours per week
Posting language: English
Posted: Nov 5, 2026

Original job description

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.

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More about this job

Responsibilities

Support the preparation and maintenance of comprehensive financial plans, coordinate tax documentation and client matters, and ensure recommendations and action items are tracked through completion. Manage team workflows, CRM records, external professional coordination, and process improvements while maintaining responsive client service.

Requirements

Candidates should have experience in financial planning, wealth management, accounting, private banking, or a related professional services environment, along with post-secondary education in a relevant field. A CFP, CPA, or similar designation or progress toward one is sought, as are strong financial and tax knowledge, communication, organization, discretion, and the ability to manage complex priorities independently.

Skills

Financial Planning
Wealth Management
Tax Coordination
Client Service
Workflow Management
Operations Management
CRM Management
Project Coordination
Process Improvement
Communication
Organization
Attention to Detail
Prioritization
Confidentiality
Team Coordination

Benefits

Performance-Based Incentives
Health Benefits
Dental Benefits
Wellness Benefits
RRSP Matching
Professional Development Support
Certification Support

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Comprehensive Financial Plans
Tax Returns
Personal Tax Returns
Corporate Tax Returns
High-Net-Worth Clients
Client Coordination
Client Onboarding
CRM
Workflow Management
Operations Management
Accountants
Lawyers
Private Banking
Mortgage Professionals
Insurance
Process Improvement
Templates
Checklists
Reporting
CFP
CPA
Confidential Financial Information
Investment Management

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