As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.Our experience and insight allow us to create tailored financial plans based on each of our client’s unique financial needs.We are committed to building long-term financial wealth and to guiding our clients every step of the way.Title: Assistant to Financial AdvisorElite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.Our website: https://elitewmg.ComDuties and ResponsibilitiesKeeping client records updated to compliance standardsContacting clients to confirm appointments and receive confidential documentsAssisting principal financial advisor regarding client mattersProviding client service support, administrative and paperwork support,



and fielding client inquiriesCompiling financial reports and projections for clientsSeeing through client requests and ensuring they are fully completedAssisting clients in filling out applications for life insurance, critical illness insurance, and segregated fund productsPreparing client recommendations and run proposals and comparisons as necessaryFollowing through client applications to ensure timely decisionsOther ad hoc duties as requiredQualificationsPost‑secondary educationMinimum 3 years of relevant working experience in financial services, insurance, wealth management, or a related industryExtremely detail orientedProficient with technology (MS 365, Zoom, CRM software, etc.)Excellent written and verbal communication skillsA thorough understanding of the financial advising industryAble to work independently under pressure, prioritize tasks efficiently, and enjoy a quick‑paced environmentA results‑oriented problem‑solver with a strong sense of initiativeFluent in English and Cantonese, both written and spokenLLQP license is an assetBase salary range: $68,000 - $90,000 per year subject to experienceAnnual bonus and opportunities for business travel availableCompany BenefitsExtended healthcareRRSP matchingLife & critical illness insuranceEducation subsidy programSchedule: Monday to Friday 9:30 am - 5:30 pm (7 hours/day)Workplace arrangement: in officeJob type: Full time permanent#J-18808-Ljbffr

📌 Assistant To Financial Advisor - $68,000 - $90,000 A Year (Winnipeg)
🏢 Elite Wealth Management
📍 Winnipeg