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Added 10 hours ago
Associate Mortgage Underwriter, Residential Underwriting
First National Financial LP
Vancouver, BC
Full-time
We are hiring an Associate Mortgage Underwriter, Residential Underwriting!
Added 12 hours ago
Temporary Sales Associate - Part-Time
PVH Corp.
Vaughan, ON
Part-time
…are based on what PVH reasonably believes that it will pay an associate for their base salary for said position at the time of the posting. Individual compensation will ultimately be…
Added 12 hours ago
Temporary Sales Associate - Part-Time
Tommy Hilfiger
Vaughan, ON
Part-time
…are based on what PVH reasonably believes that it will pay an associate for their base salary for said position at the time of the posting. Individual compensation will ultimately be…
Added 14 hours ago
Associate Veterinarian - Grimsby AH
VetStrategy / Daubigny
Grimsby, ON
Grimsby Animal Hospital is seeking a compassionate and collaborative Associate Veterinarian to join our team on a temporary basis to provide maternity leave coverage for approximately one…
Added 14 hours ago
Associate Veterinarian - Grimsby AH
VetStrategy / Daubigny
Grimsby, ON
Grimsby Animal Hospital is seeking a compassionate and collaborative Associate Veterinarian to join our team on a temporary basis to provide maternity leave coverage for approximately one…
Added 20 hours ago
Associate Mortgage Underwriter, Third Party Residential Underwriting – BMBE
First National Financial LP
Toronto, ON · East York, ON
Full-time
We are hiring an Associate Mortgage Underwriter, Third Party Residential Underwriting – BMBE!
Added 21 hours ago
Insurance Sales Associate, Burlington
Scotiabank
Burlington, ON
The position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. The incumbent will perform a…
Added 21 hours ago
Associate Insurance Service Advisor
Scotiabank
AB · Calgary, AB
The position is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within the Montreal and Quebec City region.
Added 3 days ago
Assistant General Manager, Oakridge Park
Giorgio Armani
Vancouver, BC
Part-time
…organizational skills will greatly influence the guest and associate…
Added 3 days ago
Commercial & Projects Counsel
Alamos Gold Inc.
Toronto, ON
Full-time
Reporting to the Associate General Counsel, the Commercial & Projects Counsel role will provide legal support to the Company’s Canadian and international operations, with a primary focus on…
Added 4 days ago
Wealth Associate
National Bank of Canada
Calgary, AB
Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 4 days ago
Floor Supervisor - Full-Time
Tommy Hilfiger
Edmonton, AB
Full-time
…TOMMY HILFIGER and TOMMY JEANS, complemented by a range of licensed product categories that extend the brand lifestyle across generations, geographies, activities and occasions. Tommy…
Added 4 days ago
Operations Associate II
Keurig Dr Pepper Canada
Dartmouth, NS
$45,700 to $62,920 CAD / year
Full-time
We’re looking for a roll-up-your-sleeves person to join our team and build a career as an Operations Associate II in Dartmouth, Nova Scotia.
Added 5 days ago
Floor Supervisor - Full-Time
PVH Corp.
Edmonton, AB
Full-time
…TOMMY HILFIGER and TOMMY JEANS, complemented by a range of licensed product categories that extend the brand lifestyle across generations, geographies, activities and occasions. Tommy…
Added 5 days ago
Operations Associate II
Keurig Dr Pepper
Antigonish, NS · Dartmouth, NS · Glasgow, NS · Gold Brook, NS · Sydney Indian Reserve No. 28A, NS · Sydney, NS,CA
$45,700 to $62,920 CAD / year
Full-time
We’re looking for a roll-up-your-sleeves person to join our team and build a career as an Operations Associate II in Dartmouth, Nova Scotia.
Added 2 months ago
Manual Therapists (Chiropractors, Physiotherapists, Massage Therapists)
Integra Health
Toronto, ON
Full-time
At Integra Health, You Will Be Joining An Organization That Possesses These Key Must-haves For Any Associate Looking For a Thriving And Successful Long-term Career
Added 28 days ago
Client Service Associate, Wealth Management - St. Catharines
The Canada Life Assurance Company
St. Catharines, ON
…duties as assigned. The ideal candidate will be MFDA or IIROC licensed, or willing to complete all required continuing education requirements for…
Added 6 days ago
Senior Engineer - Roads & Highways
Parsons Corporation
London, ON · Markham, ON · Oakville, ON · Toronto, ON
Full-time
Lead and mentor Associate/Intermediate Engineers and junior staff by providing direction, technical oversight, and support to complete tasks and deliverables.
Added 2 months ago
Veterinarian, Calgary Trail Animal Hospital
VCA Canada
Edmonton, AB
Full-time
…veterinary care! Calgary Trail Animal Hospital is welcoming a fully licensed Veterinarian to our team. In this role, you will build strong relationships with pet parents and work closely…
Added 6 days ago
Associate
Wellington-Altus
ON
Full-time
…Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private…
Added 1 month ago
Veterinarian, Marlborough Animal Hospital
VCA Canada
Calgary, AB
Full-time
Marlborough Animal Hospital is welcoming a fully licensed Veterinarian to our team. In this role, you will build strong relationships with pet parents and work closely with our support team…
Added 6 days ago
Sales Associate - Part-Time
Tommy Hilfiger
Vancouver, BC · Greater Vancouver, BC
Part-time
…are based on what PVH reasonably believes that it will pay an associate for their base salary for said position at the time of the posting. Individual compensation will ultimately be…
Added 7 days ago
Sales Associate - Part-Time
PVH Corp.
Delta, BC
Part-time
…are based on what PVH reasonably believes that it will pay an associate for their base salary for said position at the time of the posting. Individual compensation will ultimately be…
Added 6 days ago
Associate Financial Advisor
Co-operators
Ajax, ON
Full-time
Company Description Co-operators is a leading Canadian financial services co-operative offering multi-line insurance, wealth products, and financial advice to help clients build long-term…
Added 7 days ago
Associate Therapist
Centre for Treatment of Sexual Abuse and Childhood Trauma
Ottawa, ON
Part-time
Our Associates are the heart of everything we do at the Centre and the members of our core team! Each Associate operates under the banner of CTSACT while running their own independent…

CI Assante Wealth Management

Financial Planner

Winnipeg, MB, Canada

Job type: Full-time
Apply by: Oct 10, 2026
Experience: We’re looking for someone with 3–5+ years of relevant financial services experience who is both investment and life insurance licensed.
Posting language: English
Posted: Sep 10, 2026

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Original job description

We’re hiring at CI Assante | DB Wealth Planning Group in Winnipeg.

We’re looking for a Financial Planner / Associate Advisor to join our growing team.

Above all, we’re looking for someone who genuinely enjoys working with people - building relationships, helping clients solve problems, answering their questions and delivering an exceptional level of service and experience.

This is a little different from the traditional advisor role. You’ll work with an established base of clients and focus your time on serving and managing those relationships, providing comprehensive financial planning advice and helping clients implement important financial decisions without the expectation of prospecting and building a book of business from scratch.

The role combines the technical side of financial planning - retirement projections, investments, insurance, tax and estate planning - with the people side of the business: getting to know our clients and their families, understanding what matters to them, simplifying complex decisions and becoming someone they know and trust.

We’re looking for someone with 3–5+ years of relevant financial services experience who is both investment and life insurance licensed. A CFP® or CPA® designation (or progress toward either) would be considered an asset.

If you’re someone who enjoys being a financial planner first, takes pride in delivering an exceptional client experience and wants to build long-term relationships rather than spend your time prospecting for new business, we’d love to hear from you.

If this sounds like you - or you know someone who might be a great fit - please reach out to me directly or share this post.

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More about this job

Responsibilities

Manage an established client base by providing comprehensive financial planning advice and implementing financial decisions. Focus on building long-term relationships and delivering an exceptional client experience without the need for prospecting.

Requirements

Requires 3-5+ years of relevant financial services experience and must be licensed in both investments and life insurance. A CFP or CPA designation, or progress toward one, is considered an asset.

Skills

Financial Planning
Relationship Management
Investment Planning
Life Insurance Licensing
Retirement Projections
Tax Planning
Estate Planning
Client Service

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Associate Advisor
CFP
CPA
Investment License
Life Insurance License
Retirement Planning
Tax Planning
Estate Planning
Financial Services
Wealth Management

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