Financial Services Executive AssistantOn behalf of our client, we are seeking aFinancial Services Executive Assistantto join a well-established and growing financial advisory practice.About Our ClientOur client is a well-established financial advisory practice operating under one of Canada’s leading wealth management firms. With a strong presence in Nova Scotia and a growing national client base, they provide comprehensive wealth management services to business owners and families. Their team is known for delivering a high level of personalized service, professionalism, and long‑term client relationships.The OpportunityThis is an exciting opportunity to join a growth‑oriented practice where you will play a key role in supporting day‑to‑day operations and enhancing the client experience. Working closely with a dedicated advisory team with extensive industry knowledge, you will help ensure the smooth coordination of workflows, client communications, and administrative processes. This role offers variety, responsibility, and the opportunity to grow within the financial services industry.The Ideal CandidateYou are highly organized, detail‑oriented, and take pride in keeping things running efficiently behind the scenes. You are a proactive problem solver who can manage competing priorities while maintaining a high level of professionalism. You enjoy being a key point of contact for clients and are comfortable working both independently and as part of a collaborative team. Experience within financial services or banking is preferred,



but a strong administrative background and willingness to learn are equally valued.ResponsibilitiesMaintain and update client and prospect records within the contact management systemSupport overall team workflow and coordination to maximize efficiencyManage general office administration including electronic filing, document organization, and report preparationAssist with client communications, serving as a point of contact for inquiriesCoordinate client onboarding and meeting preparationSupport event planning and client communications (mailings, updates, etc.)Enter investment transactions on behalf of clients (if licensed)Respond to or appropriately delegate client requests to internal team membersQualificationsMinimum three (3) years of experience in financial services, investment industry, or bankingPrevious experience supporting financial advisors or financial planners is considered an assetStrong data entry and client management experienceExcellent written and verbal communication skillsHigh level of professionalism and client service orientationStrong attention to detail with a focus on accuracyAbility to manage multiple priorities in a fast‑paced environmentComfortable working independently with minimal supervisionProficient in Microsoft Office (Word, Outlook, Excel); experience with DocuSign, AI and CRM systems considered an assetKnowledge of investment industry back‑office processes is an assetCompletion of the Canadian Securities Course (CSC) or willingness to complete within the first year is preferredBenefitsSalary range: $60,000 – $75,000, depending on experience and licensingGroup health and dental advantages (Manulife)Flexible vacation offeringPrimarily in‑office role (with occasional flexibility for remote work as needed)Convenient office location (outside of downtown core)Candidates must be located in Canada and legally eligible to work on a permanent basis, as sponsorship for this opportunity is unfortunately not an option.#J-18808-Ljbffr

📌 Financial Services Executive Assistant - C$60,000 - C$75,000 A Year (Winnipeg)
🏢 The Warrington Group
📍 Winnipeg