Humans of HR is working with a top financial services firm in Vancouver to find an Wealth Management Associate to join their team.

This is a great opportunity for someone who has an interest in wealth management and wants to build a long-term career in a financial environment. A degree or designation in the financial services field is considered an asset.

What you'll be doing

Supporting a team of senior professionals with day-to-day administration

Coordinating meetings, schedules and follow-ups

Preparing client documentation and meeting materials

Supporting client onboarding and account-related processes

Responding to client requests and providing a high level of service

Maintaining accurate information within internal systems





Assisting with business development and tracking prospective clients

Supporting internal projects and coordinating action items

What we're looking for

Financial services experience and/or CSC is an asset

Strong organization and attention to detail

Excellent written and verbal communication skills

Comfortable managing multiple priorities in a quick-paced environment

Strong Microsoft Office skills, particularly Excel, Outlook and PowerPoint

Professional, polished and confident when interacting with clients

Experience with Salesforce or another CRM is an asset

📌 Wealth Management Associate (Winnipeg)
🏢 Humans of HR
📍 Winnipeg