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Publié il y a 16 jours

Associate Advisor

@ Aplin

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Winnipeg, Manitoba

Temps plein5+ ans d’expérience
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En bref

Aplin is recruiting an Associate Advisor for a Financial Advisor team in downtown Winnipeg. The role supports an advisor with day-to-day trading, client administration and reporting. The posting lists a competitive salary with bonus, comprehensive benefits and RSP options.

Responsabilités :

  • Respond to client inquiries and troubleshoot issues
  • Enter client trades as directed
  • Review client portfolios against risk profiles
  • Prepare and present reports and annual summaries
  • Issue withdrawal, deposit and transfer instructions

Résumé des exigences :

  • 5+ years in client administration in investment or financial services
  • Excel and client database proficiency
  • Canadian Securities Course or plan to complete it in year one
  • Strong mathematical and communication skills
  • Business Administration education is an asset

Outils et compétences

Excelclient databases
Source et dates

Site carrière / système de candidatures · careerpage

Date publiée par l’employeur
2026-10-22
Première détection par notre source
2026-10-22
Mise à jour du dossier source
2026-10-22

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineFinance et comptabilité
Expérience5 an(s) et plus
Heures par semaine40 (estimé)
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCanadian Securities Course
FormationCollégial (DEC) (préféré)
Domaines d’étudesBusiness Administration
Avantages mentionnésFormation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Description

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Our client, a highly respected Financial Advisor team based in downtown Winnipeg, has partnered with Stacey Danley at Aplin in the search for an Associate Advisor. The Assistant’s primary focus is to assist an advisor in the day-to-day trading and administration of their business.

Benefits and Perks:

  • Competitive salary and bonus commensurate with experience
  • Comprehensive benefits and RSP options
  • Bright, modern office in a central location
  • A small, tight-knit, and tenured team
  • Commitment to professional development and training

Responsibilities:

  • Responding to client inquiries and troubleshooting issues as needed
  • Reviewing client portfolios alongside the advisor to ensure alignment with risk profiles
  • Entering clients’ trades as directed by the client and/or advisor
  • Staying up to date with regulatory rules and trading activities
  • Gathering research and project information
  • Following up on missing documentation
  • Issuing instructions for withdrawals, deposits, and transfers
  • Developing and distributing marketing materials
  • Organizing client events and sponsorship activities
  • Reviewing commission reports
  • Preparing, analyzing, and presenting reports and annual summaries
  • Recommending process improvements and office efficiencies as needed

Qualifications:

  • 5+ years of related work experience in client administration, with an investment counsel firm, broker, financial planner, or mutual fund company
  • Completion of a Business Administration program or related post-secondary education would be an asset
  • Completion of Canadian Securities Course (CSC) or desire to complete within the first year of employment
  • Proficiency with technology including Excel and client databases
  • Excellent verbal and written communication skills
  • Proven ability to deliver a high level of customer service
  • Strong mathematical acumen with an ability to analyze, investigate and problem-solve as needed
  • Ability to meet deadlines without compromising accuracy and attention to detail

Aplin is an award-winning employment agency dedicated to connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and there are no fees to apply for our jobs or to engage with our recruiters in finding a new career. Companies hire us to help them expand and diversify their teams. All applicants must be legally entitled to work in Canada, which includes having the appropriate documentation, such as a work permit.

To Apply for this Job Click Here

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