Private Wealth Management Associate - Brandon, Manitoba
2 days ago
Job description
Job Posting: Private Wealth Management Associate (Hybrid Role)
We are seeking a highly organized and clientfocused
Operational & Insurance Associate
to support our established Private Wealth Management team. This hybrid role combines administrative responsibilities with licensed insurance support with the opportunity to advance to a MFDA-licensed full-service Associate.
The ideal candidate brings strong attention to detail, a clientfirst mindset, and the ability to balance operational tasks with advisory duties.
Key Responsibilities
Administrative Support
- Provide daily administrative assistance to advisors and team members.
- Manage client documentation, scheduling, and data entry.
- Maintain accurate records in accordance with compliance 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.
- Provide licensed guidance on risk management, retirement planning, and related strategies.
- Support clients through insurance needs analysis, applications, and delivery.
- Ensure all actions comply with regulatory and organizational standards.
- Collaborate with Insurance Specialists and team members to deliver effective solutions.
Qualifications And Requirements
- Valid financial planning or insurance designation is an asset (CFP, QAFP, or equivalent).
- Experience in financial planning, insurance, or advisory services is an asset.
- Strong organizational, multitasking, and communication skills.
- High level of professionalism, confidentiality, and integrity.
- Proficiency with financial planning software, CRM systems, and Microsoft Office.
- Ability to work independently and within a team.
Working Conditions
- In-office work model located in Brandon, MB (based on business 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 to submit a
resume and cover letter
outlining their qualifications and interest in 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.
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