Join our in-office team in Brandon, Manitoba, as a Licensed Wealth Management Assistant. This role supports operations and client services while ensuring compliance and professionalism in financial tasks.

We are seeking a full-time Licensed Wealth Management Assistant to support our financial services team. In this essential position, you will handle administrative and operational tasks that contribute to our practices overall efficiency. Candidates should exhibit strong attention to detail and be proficient in MS Office applications.

Key Responsibilities:
• Provide administrative support to the Advisor Team
• Prepare account openings and regulatory documentation
• Maintain accurate electronic client files and documentation
• Communicate with clients about trade recommendations
• Organize documentation for client meetings

Requirements:
• Experience in administrative or operational support
• Strong organizational skills and attention to detail
• Proficiency in MS Windows applications
• Resident of Brandon, MB, and willing to work in-office
• Ability to manage multiple priorities effectively

Elevate your career in wealth management with hands-on support and qualified growth in Brandon.
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📌 Wealth Management Assistant - Brandon, MB
🏢 IG Private Wealth Management
📍 Brandon