Wealth Management Assistant — Client-Centric Portfolio Support (Winnipeg)

Wealth Management Assistant — Client-Centric Portfolio Support (Winnipeg)

26 Sep
|
Odlum Brown
|
Winnipeg

26 Sep

Odlum Brown

Winnipeg

Odlum Brown Limited in Vancouver is seeking an Investment Assistant to join the Burrard Investment Management Group, a collaborative advisory team supporting discretionary portfolio management for complex wealth needs. You will help deliver a seamless client experience and manage critical administrative tasks with accuracy and discretion.

The role emphasizes solid communication, teamwork, and diligence, with responsibilities across transaction processing, onboarding, client communications, and

📌 Wealth Management Assistant — Client-Centric Portfolio Support (Winnipeg)
🏢 Odlum Brown
📍 Winnipeg

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: wealth management assistant — client-centric portfolio support (winnipeg) / winnipeg

Subscribe to this job alert:

Get the latest job offers by email for: wealth management assistant — client-centric portfolio support (winnipeg) / winnipeg