6 meilleures offres (investment advisor assistant, manitoba) (à pourvoir)

Senior Licensed Assistant, Financial Services
StollerWealth —Winnipeg, MB
- Temps plein
- Esprit d'analyse
- Baccalauréat
- En présentiel
Postuler rapidement
il y a 4 jours
Investment Advisor Assistant
Ventum Financial Corp. —Winnipeg, MB
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Postuler rapidement
Insurance Administrative Assistant
IA Private Wealth —Winnipeg, MB
- À partir de 50 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Postuler rapidement
10 h
Financial Advisor Administrative Assistant
DeLong Wealth Management Inc. —Portage la Prairie, MB
- De 22 $ à 30 $ de l’heure
- Temps plein
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Postuler rapidement
il y a 8 jours
Client Service Assistant
BMO Financial Group —Winnipeg, MB
- De 32 400 $ à 48 300 $ par an
- Temps plein
- Esprit d'analyse
- Compétences en communication
- Bourses d'Études
- Assurance Vie
il y a 4 jours
Senior Manager, Corporate Tax
IG Wealth Management —Winnipeg, MB
- De 105 000 $ à 140 000 $ par an
- Travail hybride
- Recherche
- Baccalauréat
- Recrutement
- Assurance Invalidité
- Assurance Dentaire
il y a 9 jours

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Licensed Assistant
Allan Small Financial Group/IA Private Wealth —Scarborough, ON
Actively sharing knowledge and experience to enhance the development of all team members. Responding to client inquiries in a professional and responsive manner…
De 50 000 $ à 70 000 $ par an
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Experienced Accident Benefit Claims Advisor- Senior
TD Bank —Markham, ON
Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement…
De 66 800 $ à 94 300 $ par an

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Senior Licensed Assistant, Financial Services

StollerWealth
Winnipeg, MB

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Détails du poste

Temps plein
Il y a 4 jours

Profil recherché

Esprit d'analyse
Baccalauréat
Diplôme d'études collégiales (hors Québec)
Compétences en communication

Description complète du poste

Join a Team That Puts People First

At StollerWealth, we believe great financial advice starts with great relationships.

Our clients trust us with some of life's most important decisions, and that trust is earned through exceptional service, genuine care, and a commitment to doing what's right. We're looking for a Senior Licensed Assistant who shares those values and wants to play a meaningful role in helping clients achieve their financial goals.

This is more than an administrative position. It's an opportunity to become a trusted partner to our advisors, contribute to an exceptional client experience, and help shape the continued growth of our practice.

What You'll Do

As a Senior Licensed Assistant, you'll provide day-to-day support that helps our advisor team deliver outstanding service and advice to clients. You'll be an important point of contact for clients, helping ensure every interaction is handled with professionalism, accuracy, and care.

Your responsibilities will include:

Providing exceptional service to clients by phone, email, and in person
Responding promptly to client inquiries and requests
Supporting advisors with client meeting preparation and follow-up
Assisting with investment and financial planning activities
Processing trades and account-related transactions
Managing account documentation and regulatory requirements
Maintaining accurate client records and CRM updates
Coordinating deposits, withdrawals, and transfers
Preparing reports and supporting account analysis
Collaborating with team members and head office partners
Contributing ideas that improve efficiency, service, and business growth

Who You Are

You're someone who genuinely enjoys helping people and takes pride in getting the details right. You build trust easily, communicate clearly, and thrive in an environment where teamwork and accountability matter.

You bring:

Registration with CIRO, or the ability to obtain registration
3–5 years of experience within a CIRO regulated financial services environment
Strong communication and relationship-building skills
Excellent organizational abilities and attention to detail
A proactive, solutions-oriented mindset
Strong analytical and problem-solving skills
Knowledge of investment products and wealth management practices
A college diploma or undergraduate degree (preferred)

Why StollerWealth?

We're committed to creating an environment where people can do their best work, continue learning, and build a meaningful career.

When you join StollerWealth, you'll be part of a collaborative team that values integrity, professionalism, continuous growth, and putting clients first. Your ideas will be welcomed, your contributions will matter, and your development will be supported.

If you're looking for a role where you can make an impact, build lasting relationships, and grow alongside a team that genuinely cares about clients and one another, we'd love to hear from you.

Work Location: In person

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investment advisor assistant emplois - manitoba

Senior Licensed Assistant, Financial Services

Investment Advisor Assistant

Insurance Administrative Assistant

Financial Advisor Administrative Assistant

Client Service Assistant

Senior Manager, Corporate Tax

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment advisor assistant (manitoba)

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