Practice Manager for Wealth Solutions

Join our Abbotsford-based wealth management firm as a Practice Manager focusing on delivering exceptional service to prominent clients, including medical professionals. This role features direct team oversight and critical compliance responsibilities.

We seek a detail-oriented Licensed Assistant / Practice Manager to manage daily operations. Your three-plus years of experience in financial services will help you supervise trades, compliance workflows, and communications within the team. This is an opportunity to develop client relationships and steer a small support team toward success.

Key Responsibilities:

• Oversee daily client trade executions and compliance tasks

• Manage client requests with precision and discretion

• Track estate settlements efficiently throughout the process

• Monitor practice KPIs, ensuring smooth operations

• Direct support staff and maintain aligned priorities

Requirements:

• Over three years of experience in wealth management

• Strong understanding of mutual funds and compliance

• Proven leadership in coordinating teams

• Exceptional organizational skills

• MFDA licensing in progress or completed is a plus

Leverage your management skills and detail orientation to help our clients achieve their financial aspirations as part of our dedicated team.
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