Licensed Wealth Management Assistant – Client-Focused (Winnipeg)

Licensed Wealth Management Assistant – Client-Focused (Winnipeg)

04 Sep
|
A major financial institution
|
Winnipeg

04 Sep

A major financial institution

Winnipeg

A leading Canadian bank seeks a Wealth Associate to support investment advisors by providing exceptional customer service. Key responsibilities include analyzing client files, managing financial transactions, and ensuring compliance. The ideal candidate has a college diploma, relevant experience in the financial sector, and strong knowledge of Microsoft Office. Offering a hybrid work model, this role provides great advantages like a wellness program, pension plan, and flexible insurance options.#J-18808-Ljbffr

📌 Licensed Wealth Management Assistant – Client-Focused (Winnipeg)
🏢 A major financial institution
📍 Winnipeg

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