Senior Associate, Client Experience (The Osachoff Wealth Advisory Group)
Vancouver, BCWellington Altus Branding
5+ ansCandidates need at least 5 years of wealth management or financial services experience, a bachelor's degree or equivalent, and strong organization and attention to detail. Industry licences such as RR, IR, CIRE or CIM are required or in progress, and proficiency with Microsoft Office is needed. Experience with Croesus and Salesforce is an asset.
Salesforce, Croesus, DocuSign, Microsoft Office, Excel, Word
Associate (Kimpton Kovitch Team)
Saskatoon, SKWellington Altus Branding
1+ ansCandidates need a post-secondary degree in business, accounting, finance or equivalent experience, plus 1 to 3 years in financial services. Strong attention to detail, multitasking, Microsoft Office skills and an interest in technology are required.
CRM
Administrative Associate (Colin Ryan Wealth Management)
Winnipeg, MBWellington Altus Branding
2+ ansCandidates need administrative or client service experience, ideally in financial services, and proficiency with Microsoft Office and CRM systems. Completion of the Canadian Securities Course or CIRE exams is required or must be in progress at hire, and applicants must be legally eligible to work in Canada.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, CRM systems