Private Wealth Management Associate

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.