Jobs in Canada

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Added 13 mins ago
WS
MRO Buyer
Wolf Steel Ltd
Barrie, ON
- Full-time
Support machinery, Quality, Research and Development, and CAPEX sourcing requirements, including commercial review of proposals, scopes of work, installation requirements, warranty and…
Added 13 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 13 mins ago
S
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 13 mins ago
LV
SALES ASSOCIATE-EN
La Vie En Rose
AB · Edmonton, AB
- Part-time
Perform other duties where needed to support the team.
Added 13 mins ago
FR
Property Accountant
FirstService Residential Canada
Toronto, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 13 mins ago
NO
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 13 mins ago
AI
Facilities & Custodial Associate
Accurate Indigenous Managers & Advisors
Winnipeg, MB
- $17 to $23 CAD / hour
- Full-time
…capacity building, community-centered services, and operational…
Added 13 mins ago
KB
Overnight Freight Flow Associate
Kent Building Supplies
Halifax, NS
- Part-time
Must have a means of transportation
Added 13 mins ago
KB
Department Manager Electrical/ Plumbing/ Hardware/ Seasonal/ Garden Centre
Kent Building Supplies
Rothesay, NB
- Full-time
…participating in meetings, in addition to the duties of a sales…
Added 13 mins ago
KB
Department Manager - LBM/Kitchens/Bath/Flooring/Paint/Household/Decor
Kent Building Supplies
Rothesay, NB
- Full-time
…participating in meetings in addition to the duties of a sales associate. For this position you will receive wage starting at…
Added 13 mins ago
AC
Senior System Architect
Amphenol Communications Solutions
Markham, ON
- Full-time
…General Controls, ISO 27001, NIST CSF, and CIS Benchmarks. Own or support RBAC, Privileged Identity Management, segregation of duties, privileged access reviews, reviewer independence,…
Added 13 mins ago
LV
SEASONAL ASSOCIATE-EN
La Vie En Rose
Mississauga, ON
- Part-time
Perform other duties where needed to support the team.
Added 13 mins ago
PS
Financial Technical Analyst
Publicis Sapient
Toronto, ON
- Full-time
As a Senior Associate Technology L1, you will be responsible for designing, developing, and implementing .NET-based solutions that drive digital transformation for our clients. You will…
Added 13 mins ago
IC
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 14 mins ago
Sales Associate
Rogers Communications
Toronto, ON · North York, ON
Experience developing strong connections with customers and team members through clear, effective communication that drive positive outcomes and support team and business goals.
Added 29 mins ago
OR
Party Shop Sales Associate - 3170 Burlington North
OSL Retail Services Inc
Burlington, ON
- Other
Party Shop Associate | Full-Time | 3170 Burlington North
Added 29 mins ago
IF
Senior Vice President, Wealth Management
Innovation Federal Credit Union
SK
- Full-time
Identify new markets, partnerships, referral networks, and distribution strategies that support client acquisition, retention, and long-term loyalty.
Added 29 mins ago
HC
Part Time Seasonal Sales Associate - BOSS Halton
HB Canada, Inc.
Halton Hills, ON
- Part-time
Support sales goals by recommending products and building positive customer relationships.
Added 29 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
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 29 mins ago
SD
Pharmacy Intern, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kingston, 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 29 mins ago
SD
Beauty Specialist, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Windsor, 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 29 mins ago
SD
Front Store Supervisor, Hourly Full Time Evening
Shoppers Drug Mart
Toronto, ON
- Full-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 29 mins ago
SD
Front Store Supervisor, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Amherstburg, ON
- Full-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 29 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, 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 29 mins ago
SD
Pharmacist, Hourly Part Time Night
Shoppers Drug Mart
Richmond Hill, 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…

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