Posted:
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.