Jobs in Canada

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Added 23 mins ago
WS
MRO Buyer
Wolf Steel Ltd
Barrie, ON
- Full-time
Maintain MRO purchasing records, supplier quotations, planning information, part numbers, costing data and supporting documentation in D365/ERP and applicable databases.
Added 23 mins ago
T
Associate, Client Portfolio Management (Equity Portfolio) - TD Asset Management
TD
Toronto, ON
- Full-time
Must have exceptional writing skills and be able to present ideas clearly
Added 23 mins ago
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Assistante RH et culture/HR & Culture Associate
StormFisher
Montreal, QC
- Part-time
Type de poste : Contrat de travail à durée déterminée (13 mois), temps partiel, 3 jours par semaine · Il s’agit d’un poste à temps partiel, trois jours par semaine, dans le cadre d’un contrat à durée déterminée de 13 mois
Added 24 mins ago
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Property Accountant
FirstService Residential Canada
Toronto, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 24 mins ago
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Associate Financial Planner
New Outlook Wealth Inc.
Winnipeg, MB
- Full-time
Role Description The Associate Financial Planner is a full-time role based in Winnipeg, MB, with flexibility for some work from home. In this role, the associate supports senior planners in…
Added 24 mins ago
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Senior System Architect
Amphenol Communications Solutions
Markham, ON
- Full-time
Security, Data Protection & AI Governance: Define and govern the infrastructure security baseline using Microsoft Defender, Microsoft Purview, Delinea, Intune, PolicyPak, and related…
Added 24 mins ago
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Administrative Associate
International Civil Aviation Organization
Montreal, QC
- Full-time
The Administrative Associate is part of the Front Office team of the Office of the Director, ADB (O/D/ADB) and contributes to the effective delivery of administration support services for…
Added 39 mins ago
IF
Senior Vice President, Wealth Management
Innovation Federal Credit Union
SK
- Full-time
The Senior Vice President, Wealth Management provides strategic leadership for the growth, profitability, and overall performance of the Wealth Services business at Innovation Federal…
Added 39 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Gatineau, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 39 mins ago
SD
Cashier, Hourly Part Time Day
Shoppers Drug Mart
Leamington, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 39 mins ago
SD
Cashier, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 39 mins ago
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Merchant
Walmart
Mississauga, ON
- Full-time
…including short-term and long-term planning, proactive/reactive management, and achieving targets for forecasts, sales, markdowns, market share growth, gross profit, and inventory. The role…
Added 39 mins ago
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(CAN) Analyst, Walmart Services
Walmart
Mississauga, ON
- Full-time
This role drives business development and account management activities, playing a key part in the growth of the ecosystem. It involves working closely with seller partners, supporting…
Added 39 mins ago
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Case Management Partner (6 Month Contract)
Walmart
Mississauga, ON
- Full-time
…include policy analysis and providing recommendations for senior…
Added 39 mins ago
LC
Associate Product Manager
Loblaw Companies Limited
Brampton, ON
- Full-time
Well-developed project management skills are essential, experience in project management is an asset
Added 53 mins ago
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Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Research project: Trained immunity in eosinophils. Reporting to the Principal Investigator, the Research Associate will execute experiments using different types of biological assays,…
Added 53 mins ago
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Chef(fe) de service, Service à la clientèle Nethris
CGI
Montreal, QC
- Full-time
The client offers all in one cloud based solution that simplifies Payroll and Human Capital Management. We are proud of our privileged relationships with clients, and their satisfaction…
Added 53 mins ago
U
Administrative Associate
UNDP
Montreal, QC
- Full-time
The Administrative Associate is part of the Front Office team of the Office of the Director, ADB (O/D/ADB) and contributes to the effective delivery of administration support services for…
Added 53 mins ago
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May 2027 - US Corporate Tax (US CPA) - 4 month Co-op - Vancouver
PwC
Vancouver, BC
- Full-time
At PwC, our people in tax focus on helping clients navigate the complexities of operating across borders · You'll help businesses optimize their tax positions and navigate complex cross-border issues from strategy to execution
Added 53 mins ago
TI
Co-op: Channel Marketing Associate
TTI, Inc.
Toronto, ON
- Full-time
Must have proficient computer skills and Microsoft applications · Must have effective communication skills, broad business sense and market savvy
Added 1 hour ago
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Holiday Sales Associate PT Under 20 hours
Tumi
Richmond, BC
- Part-time
As part of our Retail team, the Holiday Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 1 hour ago
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Toronto Premium Outlet Holiday Sales Associate PT Under 20 hours
Tumi
Toronto, ON
- Part-time
As part of our Retail team, the Holiday Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 1 hour ago
Partnership Service Associate, Scotia iTRADE - Toronto/Ottawa/Montreal
Scotiabank
Toronto, ON
As a member of the Sales & Partnerships team, the Partnership Service Associate is a primary point of contact for Scotiabank partners and Scotia iTRADE clients. The role provides timely,…
Added 1 hour ago
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Sales Consultant ll - New Glasgow
Sysco
Halifax, NS · Sysco Halifax
- Full-time
…level of business to business (B2B) sales consultation, account management, customer service, and innovative solutions that differentiate Sysco in the marketplace. This role is responsible…
Added 1 hour ago
Junior ILS/LSA Systems Engineer
L3Harris Technologies
Enfield, NS
Job Schedule: Day Shift

New Outlook Wealth Inc.

Associate Financial Planner

Winnipeg, MB, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: May 12, 2027
Posting language: English
Posted: Nov 13, 2026

Original job description

Company Description New Outlook Wealth Inc. is focused on elevating the wealth management experience for Canadians through a financial advisory model that combines robust, customized financial planning with high-quality investment counsel. The firm is committed to protecting clients by minimizing conflicts of interest between them and their financial advisors. New Outlook Wealth Inc. also prioritizes improving financial literacy so clients can make informed, confident decisions about their money. By offering unrestricted access to a wide range of financial products and services, the company aims to meet diverse financial needs and help clients reach their long-term goals.

Role Description The Associate Financial Planner is a full-time role based in Winnipeg, MB, with flexibility for some work from home. In this role, the associate supports senior planners in delivering comprehensive financial plans, including data gathering, preparing plan summaries, and modeling client scenarios. Daily responsibilities include analyzing clients’ financial information, assisting with retirement and investment planning recommendations, and preparing client reports and presentation materials. The role also involves maintaining accurate client records, responding to client inquiries, and coordinating with internal and external partners to ensure timely implementation of financial strategies. The Associate Financial Planner contributes to ongoing client education by helping create materials that enhance financial literacy and by participating in client meetings as needed.

Qualifications

Candidates should possess progress toward or completion of the Certified Financial Planner (CFP) designation, or an equivalent recognized financial planning credential.
Candidates should possess strong analytical and quantitative skills, attention to detail, and proficiency with financial planning software (Conquest) and MS Office tools.
Candidates should possess clear written and verbal communication skills, with the ability to explain complex financial concepts in accessible language without relying on AI.
Candidates should possess a client-focused mindset, high ethical standards, and the ability to work collaboratively in a small team environment.
Candidates should possess a post-secondary degree or diploma in finance, business, economics, or a related discipline; prior experience in wealth management or financial advisory services is an asset.

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More about this job

Responsibilities

Support senior planners by gathering client data, analyzing financial information, modeling scenarios, and preparing comprehensive plan summaries, reports, and presentations. Maintain client records, respond to inquiries, coordinate implementation with partners, and contribute to client education and meetings.

Requirements

Candidates should be progressing toward or hold a CFP designation or equivalent credential, and have a post-secondary degree or diploma in finance, business, economics, or a related field. Strong analytical and quantitative abilities, attention to detail, proficiency with Conquest and Microsoft Office, clear communication, ethical judgment, and a collaborative, client-focused approach are expected; wealth management experience is an asset.

Skills

Financial Planning
Financial Analysis
Retirement Planning
Investment Planning
Financial Modeling
Client Reporting
Client Communication
Financial Literacy
Attention To Detail
Analytical Skills
Quantitative Skills
Conquest
Microsoft Office
Team Collaboration
Client Record Management

Visa sponsorship

Not detected in the job text

Keywords

Certified Financial Planner
CFP
Financial Planning
Wealth Management
Financial Advisory
Retirement Planning
Investment Planning
Financial Analysis
Financial Modeling
Client Data Gathering
Financial Plan Summaries
Client Reports
Presentation Materials
Conquest
Microsoft Office
Financial Literacy
Client Education
Client Records
Financial Products
Ethical Standards

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Work requirements

Jobs in Canada