Private Wealth Management Associate

Job Description

Job Posting: Private Wealth Management Associate (Hybrid Role)
We are seeking a highly organized and clientfocused
Operational & Insurance Associate
to support our established Private Wealth Management team. This hybrid role combines administrative responsibilities with licensed insurance support with the opportunity to advance to a MFDA-licensed full-service Associate.

The ideal candidate brings strong attention to detail, a clientfirst mindset, and the ability to balance operational tasks with advisory duties.

Key Responsibilities
Administrative Support

• Provide daily administrative assistance to advisors and team members.
• Manage client documentation, scheduling, and data entry.
• Maintain accurate records in accordance with compliance and privacy requirements.
• Prepare reports, correspondence, and presentation materials.
• Support onboarding, file maintenance, and workflow coordination.

Insurance & Planning Support

• Conduct client-needs assessments and contribute to financial/insurance planning.
• Provide licensed guidance on risk management, retirement planning, and related strategies.
• Support clients through insurance needs analysis, applications, and delivery.
• Ensure all actions comply with regulatory and organizational standards.
• Collaborate with Insurance Specialists and team members to deliver effective solutions.

Qualifications And Requirements

• Valid financial planning or insurance designation is an asset (CFP, QAFP, or equivalent).
• Experience in financial planning, insurance, or advisory services is an asset.
• Strong organizational, multitasking, and communication skills.
• High level of professionalism, confidentiality, and integrity.
• Proficiency with financial planning software, CRM systems, and Microsoft Office.
• Ability to work independently and within a team.

Working Conditions

• In-office work model located in Brandon, MB (based on business needs).
• Standard office hours with occasional flexibility for client appointments.
• Minimal travel for training or meetings.

Compensation And Benefits

• Competitive salary based on experience
• Performance-based incentives
• Comprehensive benefits package
• Professional development and continuing education support

Interested candidates are invited to submit a
resume and cover letter
outlining their qualifications and interest in the position to:

Applications will be reviewed on a rolling basis. We thank all applicants for their interest; however, only those selected for an interview will be contacted.