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Investment Advisor Associate Jobs in Manitoba (NOW HIRING)

Td

PIA Client Service Associate

Winnipeg, MB · On-site

CA$43K - CA$56K/yr

... professional Investment Advisor(IA), whilemaintainingactive participation in ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

People Corporation

Associate Advisor

Winnipeg, MB · On-site

CA$60K - CA$70K/yr

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 ...

National Bank

Technology Associate

Winnipeg, MB · On-site

A career as an Associate at National Bank is a role where your systems thinking, attention to ... We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in ...

Royal Bank of Canada

Associate

Brandon, MB

RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... Help manage incoming communications from clients, Advisors and other internal and external partners.

Royal Bank of Canada

Associate

Winnipeg, MB · On-site

As an Associate, you provide proactive sales support and responsive value-based client contact for ... One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and ...

Aritzia

Retail Associate - Polo Park

Winnipeg, MB

$30/hr

Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... A commitment to quality and investing in results that add value to the business THE COMPENSATION ...

Td

Customer Experience Associate

Winnipeg, MB · On-site

CA$22 - CA$27.21/hr

We are expecting an all-around champion who can understand customer needs and advise best suited ... Our Total Rewards Package Our Total Rewards package reflects the investments we make in our ...

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Investment Advisor Associate information

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Investment Advisor Associate vs Financial Advisor?

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How much do investment advisor associates get paid?

Investment advisor associates typically earn a median annual salary of around $60,000 to $80,000, with higher earnings possible based on experience, location, and performance. Entry-level positions may start lower, while experienced associates or those with certifications like the Series 7 or 66 can earn more, often supplemented by bonuses and commissions.

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

The most popular types of Investment Advisor jobs in Manitoba are:

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

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

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

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

What cities in Manitoba are hiring for Investment Advisor Associate jobs?

Cities in Manitoba with the most Investment Advisor Associate job openings:

Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate 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.

PIA Client Service Associate

Winnipeg, MB • On-site

Td
See more jobs at Tdexternal

CA$43K - CA$56K/yr

Full-time

Re-posted 20 days ago

Job description

Work Location:

Winnipeg, Manitoba, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice, solutions, and service to clients.

TD Private Investment Adviceoffers clients the chance to createone-on-one relationship with a dedicated and professional Investment Advisor(IA), whilemaintainingactive participation in decisionsregardingtheir investment portfolio.It'sa very specialand supportive place to begin - and grow - a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exactingstandardsand willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position ofPIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

In addition, you will:

  • Prepare documentation and provide updates to IAs in preparation for client meetings

  • Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, andidentifyreferral opportunities

  • Accept/create leads and ensure correct referral coding administration

  • Submit marketing pieces for approval, compile client information packages,maintainmarketing materials

  • Become familiar withand adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

  • Providea high levelof client service which includes responding to phone, mail and electronicenquiries based on knowledge offull-servicebrokerage

  • Deliver the 'gold standard' client experience at every interaction with team members,colleaguesand clients; prioritize and handle own work and consistently exercise discretion

  • Adhere to all policies and procedures andmaintaina culture and operation of risk management

  • Use insights to continually improve individual and team performance for clients

  • Participate fully as a team member, continuallyimprovingknowledge andkeepingothers informed and up to date about status and progress,issuesor other related activities

Job Requirements

  • Undergraduate degree or community college diploma preferred

  • Successful candidates willbe requiredto be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)

  • 1-2 years of relevant experience, ideally in banking, administrative roles, or related fields

  • Strong communicationskills with the ability to build relationships and work collaboratively, confidentially, and independently

  • Knowledge of wealth management and/or operations is an asset

  • Knowledge of investment products is an asset

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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