A well-established and growing wealth management team is looking for a

Senior Associate

to join its team-oriented, client-first practice. In this role, you'll serve as the primary point of contact for a portfolio of high-net-worth clients, providing exceptional service, investment updates, and support on wealth, tax, and estate planning strategies. You'll work closely with advisors in a team-oriented environment where long-term relationships, integrity, and attention to detail are highly valued. What we're looking for:

3+ years of wealth management or financial services experience Strong client relationship and communication skills Industry licensing (or equivalent wealth management credentials) preferred Accounting or finance background is a plus A collaborative professional looking to build a long-term career This is an excellent chance to join a respected team that values qualified growth, collaboration, and delivering an outstanding client experience.
J-18808-Ljbffr

📌 Wealth Management Senior Associate Winnipeg (Canada)
🏢 Alexander Chapman
📍 Canada