Find work in Canada.

372,710 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
GW
Law Clerk/Paralegal - Recovery Services/Mortgage Enforcement
Gowling WLG
Vancouver, BC
- $82,400 to $103,000 CAD / year
- Full-time
Whether you’re pursuing a role in law or business services, explore what’s possible and make your mark with Gowling WLG.
Added 1 min ago
Delivery Manager
Government of Alberta
AB
…leads the development of the next generation of digital public services for the GoA. DDD partners with other departments to deliver products, platforms and services that are better, faster…
Added 1 min ago
Logistic Assistant
Bayshore
London, ON
The Logistics Assistant is responsible for supporting the logistics team in coordinating the deliveries within a set timeframe and ensuring they are made on time. The Logistics Assistant…
Added 6 mins ago
CG
Administrative Assistant, Wealth Management
Canaccord Genuity Group Inc.
Montreal, QC
- Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 8 mins ago
MP
Pharmacy Assistant, Customer Service Representative
MediSystem Pharmacy
Toronto, ON · North York, ON
- Full-time
Self-motivated with a passion for providing high quality client services and building relationships
Added 8 mins ago
LC
Pharmacy Assistant - CPS
Loblaw Companies Limited
Moncton, NB
- Full-time
Looking for a career that offers a peaceful and high-tech work environment? Look no further than Central Pharmacy Services, - where tranquility and innovation go hand in hand. Our workplace…
Added 11 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 13 mins ago
MP
Pharmacy Data Specialist
MediSystem Pharmacy
Mississauga, ON
- Full-time
Self-motivated with a passion for providing high quality client services and building relationships
Added 13 mins ago
WI
Executive Assistant
WSP in Canada
Toronto, ON
- Full-time
WSP is seeking an experienced Executive Assistant to support two members of our Canadian Executive Leadership Team based in the Greater Toronto Area.
Added 13 mins ago
PH
Adult Day Program Clinical Resource Coordinator
Providence Healthcare
Toronto, ON
- Part-time
…Service Worker, Gerontology, or Occupational/Physical Therapy…
Added 16 mins ago
Health Care Assistant, Long Term Care - The Residence in Mission - Mission Campus of Care
Fraser Health
Mission, BC
In accordance with the Mission and Values of Fraser Health, the Health Care Assistant, Residential Care works collaboratively and in partnership with the interdisciplinary team in the…
Added 16 mins ago
R
Executive Assistant
RBC
Toronto, ON
- Full-time
Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software
Added 16 mins ago
R
Branch Operations Assistant
RBC
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Etobicoke is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 16 mins ago
CI
Commercial Account Representative
Cowan Insurance Group
Cambridge, ON
- Full-time
This role is reporting to the Supervisor, Programs and Broker Services. You will work closely with the Sales Consultant and Commercial Account Assistant on new and existing clients. You…
Added 16 mins ago
1O
Immigration Law Clerk / Paralegal
1013280 Ont.Limited
Toronto, ON
- Full-time
…talented individuals, the firm guarantees that each and every client receives top notch service. Given the breadth and depth of expertise at Green and Spiegel, there is no case too…
Added 20 mins ago
WI
Executive Assistant
WSP in Canada
Mississauga, ON
- Full-time
WSP is seeking an experienced Executive Assistant to support two members of our Canadian Executive Leadership Team based in the Greater Toronto Area.
Added 20 mins ago
WI
Executive Assistant
WSP in Canada
Vaughan, ON
- Full-time
WSP is seeking an experienced Executive Assistant to support two members of our Canadian Executive Leadership Team based in the Greater Toronto Area.
Added 20 mins ago
WI
Executive Assistant
WSP in Canada
Markham, ON
- Full-time
WSP is seeking an experienced Executive Assistant to support two members of our Canadian Executive Leadership Team based in the Greater Toronto Area.
Added 20 mins ago
LC
Pharmacy Assistant - CPS
Loblaw Companies Limited
Burnaby, BC
- Full-time
Looking for a career that offers a peaceful and high-tech work environment? Look no further than Central Pharmacy Services, - where tranquility and innovation go hand in hand. Our workplace…
Added 22 mins ago
*Administrative Assistant, Investments
Recrute Action
Montreal, QC
…you will contribute to smooth operations and an outstanding client experience. Enjoy a permanent daytime position, a 37.5-hour workweek, comprehensive benefits, and a generous paid time off…
Added 22 mins ago
SD
Pharmacy Assistant, Customer Service Representative
Shoppers Drug Mart
Toronto, ON
- Full-time
Self-motivated with a passion for providing high quality client services and building relationships
Added 22 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein jour
Shoppers Drug Mart
Montreal, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 22 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Beloeil, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 22 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Beloeil, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 26 mins ago
LC
Pharmacy Assistant - CPS
Loblaw Companies Limited
Burnaby, BC
- Full-time
Looking for a career that offers a peaceful and high-tech work environment? Look no further than Central Pharmacy Services, - where tranquility and innovation go hand in hand. Our workplace…

IG Private Wealth Management

Wealth Management Licensed Assistant

Brandon, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

Rick Harris & Travis Mosset Private Wealth – IG Private Wealth Management

Location: Brandon, MB (In-Office)

Employment Type: Full-Time

Position Overview

We are seeking a Licensed Wealth Management Assistant to join our financial services team. This role is crucial in supporting the team with various administrative tasks, ensuring smooth operations, and contributing to the overall efficiency of the practice.

Key Responsibilities

Advisor & Operations Support

Provide administrative and operations support to Advisor Team.
Follow established workflows, procedures, and compliance standards.
Support continuity of operations during senior Assistant’s absence.
Collaborate closely with Team to ensure work is completed accurately and on time.

Financial Administration, Insurance & Documentation

Prepare and process account openings, insurance applications, and regulatory documentation.
Accurately enter client trades as directed by Advisor or client.
Ensure client files include complete, accurate, and up-to-date documentation.
Track follow-ups, deficiencies, and outstanding items to resolution.

Compliance & File Management

Maintain audit-ready electronic client files following firm naming and storage standards.
Manage regulatory documentation, disclosures, and client agreements.
Identify missing or incomplete documentation and coordinate resolution.
Adhere strictly to IG and CIRO compliance requirements.
Maintain Mutual Fund & Insurance licensing CE requirements.

Client Service (Licensed Service Level)

Communicate with clients regarding administrative matters, document requirements, and trade recommendations.
Communicate with clients regarding insurance applications, post-submission follow-up, and delivery requirements.
Coordinate Docusign & Insurance reminders, completions, submissions, and follow-up.
Support meeting preparation by organizing client documentation.
Provide professional, clear, and timely administrative communication.

Learning & Growth

Access to IG University and a wide range of professional development opportunities.
Ongoing training to support role effectiveness and career progression.
Opportunities to expand industry knowledge, technical expertise, and leadership skills.
Upon successful completion of the probationary period, the assistant will be supported in pursuing a CIRO-regulated Mutual Fund and Insurance license, to be completed within the first year of employment (if not already obtained). This certification will enhance operational efficiency and support increased workflow responsibilities.

Qualifications

Required

Experience in administrative or operational support (financial/insurance services preferred).
Strong attention to detail and ability to manage multiple priorities.
High level of organization, professionalism, and follow-through.
Proficiency in MS Windows-based computer applications (Word, Excel, PowerPoint, and Teams).
Live in Brandon, MB and willing to work in-office, Monday to Friday.

Preferred

Familiarity with CRM systems, DocuSign, and digital document management.
Currently have or willing to obtain licensing via the Investment Funds in Canada Course (IFIC) or Canadian Investment Funds Course (CIFC) and Life License Qualification Course (LLQP).

Skills & Attributes

Reliable, detail-oriented, and process-driven
Clear communicator with a client-service mindset
Comfortable working within defined roles, supervision, and compliance boundaries
Team-focused and adaptable in a structured environment

We offer a collaborative and professional work environment. Competitive compensation based on experience and qualifications.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Please forward resumés to our team at: harris.mosset@ig.ca

Apply About employer

More about this job

Responsibilities

Provide administrative and operational support to the advisor team, including processing account openings, insurance applications, client trades, and regulatory documentation. Maintain complete, audit-ready client files, track outstanding items, support client communications and meeting preparation, and follow firm and regulatory compliance requirements.

Requirements

Candidates need administrative or operational support experience, preferably in financial or insurance services, along with strong organization, attention to detail, communication, and follow-through. Applicants must live in Brandon, Manitoba, and work in-office Monday to Friday; familiarity with CRM systems, DocuSign, and digital document management is preferred, and relevant mutual fund and insurance licensing is required or must be pursued.

Skills

Administrative Support
Operations Support
Attention To Detail
Organization
Prioritization
Client Service
Clear Communication
Compliance
Document Management
Financial Administration
Insurance Administration
Trade Processing
Follow-Through
Microsoft Word
Microsoft Excel
Microsoft PowerPoint

Benefits

Professional Development Opportunities
Ongoing Training
Competitive Compensation

Visa sponsorship

Not detected in the job text

Hiring contact email

harris.mosset@ig.ca

Keywords

Wealth Management
Private Wealth Management
Administrative Support
Operations Support
Advisor Team
Account Openings
Insurance Applications
Regulatory Documentation
Client Trades
Client Files
Compliance
CIRO
Mutual Fund Licensing
Insurance Licensing
Continuing Education
DocuSign
CRM Systems
Digital Document Management
Microsoft Windows
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Teams
Investment Funds in Canada Course
Canadian Investment Funds Course
Audit-Ready Files
Client Service

Report this job