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Associate Advisor Jobs in Manitoba (NOW HIRING)

People Corporation

Associate Advisor

Winnipeg, MB · On-site

CA$60K - CA$70K/yr

The Associate Advisor will: * Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, and annuities.

Bean Automotive Group

Our associates, located throughout our 4 locations: Kendall Toyota, Lexus of Kendall, West Kendall ... In this new role, the Service Advisor sells and schedules needed service work in the service ...

Bean Automotive Group

Our associates, located throughout our 4 locations: Kendall Toyota, Lexus of Kendall, West Kendall ... In this new role, the Service Advisor sells and schedules needed service work in the service ...

Bimbo Canada

Advisor, Human Relations

Winnipeg, MB

The Human Relations Advisor will align HR initiatives with business objectives while partnering ... Associate and Labour Relations: * Provide guidance and support on all human relations matters to ...

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Associate Advisor information

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are the most commonly searched types of Advisor jobs in Manitoba?

The most popular types of Advisor jobs in Manitoba are:

What are popular job titles related to Associate Advisor jobs in Manitoba?

For Associate Advisor jobs in Manitoba, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Manitoba look for?

The top searched job categories for Associate Advisor jobs in Manitoba are:

What cities in Manitoba are hiring for Associate Advisor jobs?

Cities in Manitoba with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Manitoba as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

Associate Advisor

People Corporation

Winnipeg, MB • On-site

CA$60K - CA$70K/yr

Full-time

Medical, Dental, Life, Retirement

Re-posted 11 days ago

Job description

We are seeking an Associate Advisor to join our team in Winnipeg, MB.
This role focuses on providing customized financial solutions to clients in with an emphasis on individual insurance and investment products.The Associate Advisor will:

  • Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, and annuities.

  • Opportunity to sell mutual funds for those with a valid license.

  • Build and maintain long-term client relationships while ensuring high levels of professional service.

  • Support the company's growth by helping clients achieve their financial and insurance goals.

  • Maintain full compliance with licensing requirements to sell People Corporation's products and services.

  • Frequently travel within the region for in-person client meetings.

To be successful as an Associate Advisor at People Corporation, you will need:

  • Minimum 2 years of experience in the insurance industry, particularly in business development.

  • Demonstrated success in meeting sales targets.

  • Proven experience in lead generation, sales processes, and securing new business in a B2C environment.

  • Post-secondary education in business, sales, or marketing.

  • Strong sales and marketing skills with the ability to promote the organization's strengths.

  • Valid or in-progress LLQP certification.

  • Deep understanding of individual insurance, investments, and related products.

  • In-depth knowledge of the individual insurance products available in the region.

  • Excellent communication and presentation skills for effective client interactions.

  • Valid driver's license and access to a vehicle.

  • Proven ability to work effectively with internal teams (accounts, marketing, underwriting, pricing, etc.).

  • Established client base or network of potential prospects.

What's in it for you:

  • Comprehensive health and dental insurance.

  • Retirement savings plan with company contributions.

  • Health and wellness programs, including mental health support.

  • Training opportunities and assistance in obtaining professional designations.

  • Competitive compensation package.

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out tocareers@peoplecorporation.com.

Salary Range

The base salary for this position is between $60,000 - 70,000 annually.

This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

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