02 Sep
|
Alexander Chapman
|
Winnipeg
02 Sep
Alexander Chapman
Winnipeg
A well-established and growing wealth management team is looking for a
Senior Associate
to join its collaborative, 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 workplace 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 Solid 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 professional growth, collaboration, and delivering an outstanding client experience.
J-18808-Ljbffr
📌 Wealth Management Senior Associate Winnipeg
🏢 Alexander Chapman
📍 Winnipeg