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: chantelle.reid2@ig.ca  

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.