Private Wealth Management Associate
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Posting:Private Wealth ManagementAssociate(Hybrid Role)
We areseekinga highly organized andclientfocusedOperational & Insurance Associateto support our established Private Wealth Management team. This hybrid role combines administrative responsibilities with licensed insurance supportwith the opportunityto advance to a MFDA-licensedfull-serviceAssociate.
The ideal candidate brings strong attention to detail aclientfirstmindset and the ability to balance operational tasks with advisoryduties.
Key Responsibilities
Administrative Support
- Provide daily administrativeassistanceto advisors and team members.
- Manage client documentation scheduling and data entry.
- Maintainaccuraterecordsin accordance withcompliance and privacy requirements.
- Prepare reports correspondence and presentation materials.
- Support onboarding file maintenance and workflow coordination.
Insurance& Planning Support
- Conduct client-needs assessments and contribute to financial/insurance planning.
- Providelicensed guidance on risk management retirement planning and related strategies.
- Support clients through insurance needs analysis applications and delivery.
- Ensure all actionscomply withregulatory and organizational standards.
- Collaborate with Insurance Specialists and team members to deliver effective solutions.
Qualifications and Requirements
- Valid financial planning or insurance designationis an asset(CFP QAFP or equivalent).
- Experience in financial planning insurance or advisory services is an asset.
- Strong organizational multitasking and communication skills.
- High levelof professionalism confidentiality and integrity.
- Proficiencywith financial planning software CRM systems and Microsoft Office.
- Ability to work independently and within a team.
Working Conditions
- In-officework modellocatedin Brandon MB(based onbusiness needs).
- Standard office hours with occasional flexibility for client appointments.
- Minimal travel for training or meetings.
Compensation and Benefits
- Competitive salary based on experience
- Performance-based incentives
- Comprehensive benefits package
- Professional development and continuing education support
Interested candidates are invited tosubmitaresume and cover letteroutlining their qualifications and interestin the position to:
Applications will be reviewed on a rolling basis. We thank all applicants for their interest; however only those selected for an interview will be contacted.
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
Améliorez votre avenir avec l'aide d'un conseiller financier d'IG Gestion de patrimoine. Nos experts en gestion du patrimoine offrent des services de planification financière aux Canadiens depuis 1926.
