Job Description

Position

Financial Planning Research Assistant / Associate

About Us

We are a holistic financial planning firm operating under IG Private Wealth Management. We partner with clients to build financial clarity and long-term optimization, helping them achieve their goals at every stage of life. Our team is small and collaborative, which means every person has a big impact.

Location

Core - In-office 4-5 days per week at 461 Sterling Lyon Pkwy Unit 2, Winnipeg, MB R3P 2S8

Optional - Work from home 1 day per week (after onboarding period)

Hours

Monday - Friday, 9:00am-5:00pm or 8:30am-4:30pm

The Role

We are looking for a Financial Planning Research Assistant / Associate who is detail-oriented, tech and data comfortable, and eager to grow into a future Associate Advisor role. This position is designed as a bridge role between our operations team and lead advisor. It is ideal for someone with strong analytical skills who is eager to grow into client-facing expertise and a long-term career in financial planning:

Lead Advisor Support:

Capture and summarize meeting notes, track and follow up on client-related tasks, and help ensure nothing falls through the cracks.

Data & Records Management:

Maintain and update client information across financial planning software, CRM systems, and custom Excel platforms. This includes entering investment transactions, updating beneficiary and insurance details, reconciling account data, uploading documents, monitoring plan progress, preparing client review packages, and ensuring reports and dashboards remain accurate and timely.

Client Communication:

Handle client interactions, responding to routine questions, and preparing personalized correspondence by phone and email.

Coordinate and support:

Between lead advisor and operations team for client transactions, task execution and document handling.

Planning & Compliance Development

: Assist with investment research, plan preparation, and compliance documentation while building your technical expertise in financial, retirement, and estate planning.

Practice Growth Projects:

Take on special projects that contribute to the practice's success - for example, helping with website updates, client experience initiatives, or social media management, etc. if you have the interest or skills.

What We're Looking For

Intellectual curiosity and genuine interest in financial planning as a career path Strong organizational skills and reliability - you keep projects on track without needing reminders*
Excellent written and verbal communication - polished, client-ready, and adaptable in tone*
Comfort with Excel and data accuracy - knowledge of advanced formulas, macros, automation, and Power BI an asset*
Ability to handle multiple deadlines with attention to detail - both internal and external*
Professionalism, discretion, client confidentiality, and a client-first mindset

Qualifications - Personal Attributes

Brings positive energy and drive to be client and team responsive Takes initiative and enjoys supporting the success of others Comfortable adapting to change in a collaborative, client-focused environment Prioritizes strong organization, time management, and efficiency Values team collaboration

Qualifications - Education

Preferred: Bachelor's degree (Finance, Business, Economics, or a related field an asset, but not required)

Minimum: Completion of a recognized college diploma program in one of the following areas: Accounting, Payroll and Benefits Administration, Business Administration, Financial Services/Finance, Office Administration - Executive, Human Resources Management, Paralegal/Legal Assistant, Medical Office/Assistant, Data Analytics/Business Analytics, Insurance and Risk Management, Marketing Management, or Supply Chain Management. Other related diploma programs may also be considered.

Upon hire: Must be willing to obtain investment license(s) (IFIC or CSC & CPH) and pursue the Certified Financial Planner (CFP) designation and/or other financial planning educational pathways. Tuition support payments are available for approved financial planning programs and designations.

Qualifications - Work Experience

Preferred: Previous experience in one or more of the following roles: research assistant, advisor, tax consultant, engineering assistant, medical office manager, coordinator, personal tax preparer, payroll administrator, Legal Assistant / Paralegal, Compliance, Risk Analyst, Paraplanner, Associate Advisor, Executive Assistant.

Minimum: Previous experience providing customer service and dealing directly with clients/customers in a professional services environment, whether in person, by phone, or by email.

Compensation

Base compensation with bonus eligibility

Benefits

This role offers:

Regular vacation/holiday time RRSP matching Extended health and dental allowance Tuition support payments for approved financial planning programs and designations. Your birthday off to enjoy the day personally!

Growth Path

This role is designed for someone who wants to grow in a dedicated career in financial planning with:

Exposure to client relationship building and the financial planning discipline Mentorship from a lead financial planner Opportunity for tuition support payments for approved financial planning programs and designations.

Submission deadline

September 8th, 5:00 PM

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Job Types: Full-time, Permanent

Pay: $55,578.00-$78,174.00 per year

Benefits:

Dental care Extended health care Paid time off Tuition reimbursement
Work Location: In person

Application deadline: 2025-09-08