Client & Advisor Service Associate, Private Wealth - Winnipeg, Manitoba

We are seeking a highly organized and clientfocused Operational & Insurance Associate to support our established Private Wealth Management team. · Provide daily administrative assistance to advisors and team members. · Manage client documentation, scheduling, and data entry. · Ma ...

KAI Asset Management is looking for a Client & Advisor Service Associate to complement our dynamic team. · ...

We are looking for a Private Wealth Administrative Assistant to join our team in Winnipeg. As a co-op/intern student at BMO, you will have the opportunity to be heard and make a difference. · High school diploma or equivalent work experience. · Certificate in Office Administratio ...

The Private Wealth Administrative Assistant will provide general office support services to one or more business groups at BMO Financial Group. · ...

Coordinator, Wealth Products · Location: This posting is for an existing vacancy in Wellington-Altus's Toronto or Winnipeg office. · Our organization: · Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., ...

The Operations Assistant will support our Wealth Advisors and associates to ensure quality control of documents and that procedures are properly implemented and maintained. · ...

We are seeking an Investment Associate to support our advisory practice by providing administrative assistance and coordinating client requests. The ideal candidate will possess a bachelor's or master's degree in business administration, accounting, finance or related field. · ...

We are seeking a Network Engineer to design, maintain, and promptly diagnose and resolve network issues for our cloud and on-premises digital connectivity systems. · Deploying components and configure Cloud Edge. · Configuring connectivity across private clouds and on-prem locati ...

The Branch Administration Support plays a key role in enhancing operational excellence and ensuring exceptional experiences for both staff and clients. · ...

++An Analyst will support activities related to MiBLOX and MiFUND funds. The role involves monitoring sales & cash projections, preparing subscription agreements, verification of security pricing, daily reconciliations, expense accrual, and managing relationships with partners.+ ...

The Senior Business Operations · Specialist plays a critical leadership role within Operations, · driving strategic initiatives that enhance operational efficiency, · strengthen risk management and elevate the overall client · and advisor experience.Post Secondary education; · p ...

The Administrative Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. · ...

+ Portfolio Manager: Reporting to the VP, Investment Platform Support, you will support investment management practices by acting as primary point of contact for Advisors regarding investment programs. Key responsibilities include supporting development and execution of program p ...

Job summary · Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing ...

Développez vos compétences techniques, financières et interpersonnelles dans notre programme Developing Investment Advisor. · Diplôme universitaire en finance/commerce/économie. · Licencié actuel comme représentant agréé (CIRO). · Titres professionnels tels que CFP ou CIM sont co ...

L'offre consiste à travailler comme conseiller en planification du patrimoine au sein de la TD Wealth Management. · ...

This posting is for an existing vacancy in our Winnipeg office. · Fund Administration · ...

We are seeking a Network Engineer to design, maintain and promptly diagnose and resolve network issues for our cloud and on-premises digital connectivity systems. · Deploying components and configure Cloud Edge. · Configuring connectivity across private clouds and on-prem locatio ...

The opportunity: · Reporting to the Colin Ryan Wealth Management team, supports the delivery of personalized financial planning and relationship management for a growing client base.Key responsibilities include: · Preparing and maintaining financial plans for clients. · Analyzing ...

This posting is for an existing vacancy in Wellington-Altus's Winnipeg office. Reporting to the Senior Manager, Operations Account Services & Support The Operations Assistant will support our Wealth Advisors and associates to ensure quality control of documents and that procedure ...