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 practice's overall efficiency. Candidates should exhibit robust 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
Robust 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 skilled growth in Brandon.

📌 Wealth Management Assistant Brandon, Mb
🏢 IG Private Wealth Management
📍 Brandon