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Added 37 mins ago
Therapy Assistant
Alberta Health Services
Drayton Valley, AB
Full-time
As a Therapy Assistant, you will work both individually and as part of an interprofessional team under the assignment, monitoring and evaluation of an audiologist, occupational therapist,…
Added 37 mins ago
Therapy Assistant
Alberta Health Services
Grande Prairie, AB
Temporary
As a Therapy Assistant, you will work both individually and as part of an interprofessional team under the assignment, monitoring and evaluation of an audiologist, occupational therapist,…
Added 52 mins ago
Trainee / Assistant Estimator Required in Essex
GVR Building Services
ON · Essex, ON
Full-time
GVR Solutions are currently working alongside a well-established fit-out and refurbishment contractor who are looking for a Trainee / Assistant Estimator to join their growing team.
Added 52 mins ago
Health Care Assistant
Senior Helpers Vancouver
Vancouver, BC
$25 to $27 CAD / hour
Part-time
Working as a Health Care Assistant at Senior Helpers of Vancouver provides a unique opportunity for a truly rewarding career in a field you can be proud of. By choosing to work for Senior…
Added 1 hour ago
Office Experience Assistant - Temporary
Boston Consulting Group
Toronto, ON
$27 CAD / hour
Full-time
…collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to…
Added 1 hour ago
Assistant
Homeland Inc
Surrey, BC
Full-time
Connect with potential customers and explain our services
Added 2 hours ago
Therapy Assistant
Alberta Health Services
Three Hills, AB
Full-time
As a Therapy Assistant, you will work both individually and as part of an interprofessional team under the assignment, monitoring and evaluation of an audiologist, occupational therapist,…
Added 2 hours ago
Health Care Aide
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
Full-time
…while they are guests of the House. The HCA provides indirect services to support the overall provision of care within Rotary Flames House. The type of supervision (direct or indirect) will…
Added 2 hours ago
Customer Care Representative
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$18 to $20 USD / hour
Full-time
Answering the telephone and all client account inquiries in a timely and professional manner
Added 3 hours 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 3 hours ago
Certified Dental Assistant
Fraser Health
Langley (District), BC · Mission, BC · Abbotsford, BC · Delta, BC · Chilliwack, BC · BC · Langley, British Columbia · Maple Ridge / Pitt Meadows, British Columbia
As part of the Public Health Team and reporting to the Coordinator, Dental Health Services the Certified Dental Assistant in a regional role delivers preventive dental programs to the…
Added 3 hours ago
Partner Administrative Assistant
KPMG
Saskatoon, SK
Full-time
The Client Administration function is a vital part of the firm’s Business Enablement Services and is focused on achieving client service excellence by delivering timely, high-quality…
Added 3 hours ago
Care Planner & Community Relations
Right at Home – Maple Ridge
Maple Ridge, BC
Full-time
Experience: Minimum 2 years of experience in healthcare, home care, care coordination, client services, business development, or a related field.
Added 3 hours ago
Rehabilitation Assistant
Winnipeg Regional Health Authority
Winnipeg, MB
…and/or Speech-Language Pathologist (SLP), the Rehabilitation Assistant (RA) performs both direct and indirect patient/resident/client care activities as determined by the specific employer.…
Added 6 hours ago
Assistant Manager –Post-Discharge, Supportive Living, Alternative Living care
CMHA Calgary
Calgary, AB
Other
POSITION SUMMARY: Reporting to the Program Manager, the Assistant Manager plays a key leadership role in supporting the operational excellence, service quality, staff performance, and…
Added 6 hours ago
AI Solutions Specialist - Co-op Student (Winter 2027)
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Mississauga, ON
Internship
At Rodan Energy, our mission is Making Sustainable, Attainable. As a leading North American energy services company, we provide innovative energy solutions that help clients reduce energy…
Added 6 hours ago
Front Desk Receptionist
MaKami College
AB · Edmonton, AB
Full-time
…Massage Therapy, Health Care Aide, Business Administrative Assistant, Medical Office Assistant, and more. Rapidly growing, we are working to expand our campuses and are continuously working…
Added 7 hours ago
2600001278 - Physician Assistant
Lakeridge Health
Oshawa, ON
Full-time
The Physician Assistant will provide clinical services under the direct supervision of ED staff physicians and play a key role in supporting the patient experience. Expected duties and…
Added 7 hours ago
Residential Community Support Workers (Penticton/Summerland - Casual Pool)
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Penticton, BC
Temporary
At Taproot Community Support Services, we’re a 100 percent employee-owned organization through an Employee Ownership Trust (EOT). Every employee is an owner from their first day, with a…
Added 7 hours ago
Pharmacy Assistant (Full -Time) - Multiple Locations
Murphy's Pharmacies
Charlottetown, PE
Full-time
…clinical validation, handle phone calls and schedule pharmacy services appointments. Pharmacy Assistants play a key role in client care in our…
Added 8 hours ago
Administrative Assistant
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Full-time
…join our leading wealth management firm as an Administrative…
Added 8 hours ago
Float Legal Administrative Assistant
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Vancouver, BC
Other
Lawson Lundell LLP is seeking a Float Legal Administrative Assistant to join our Vancouver office. The successful candidate is an enthusiastic and hardworking team player who would like…
Added 8 hours ago
Resources Clerk
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Blind River, ON
Contract
provide front-line customer and client services to internal and external clients
Added 8 hours ago
Employment Consultant
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Blind River, ON
Full-time
…responsible for developing, planning, implementing, and monitoring client activities related to employment training programs and services and may include case management, assisted services…
Added 8 hours ago
Christmas Toy Program Assistant
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Calgary, AB
Part-time
Provides administrative support to the Community Program Coordinator and Assistant Program

Trilogy Wealth

Executive Assistant

Winnipeg, MB, Canada

Job type: Full-time
Apply by: Mar 30, 2027
Posting language: English
Posted: Oct 1, 2026

Apply About employer

Applications open in a new tab.

Original job description

Job Title: Executive Assistant

Start Date: July 7, 2026

Term End Date: March 31, 2028 (with strong potential for a permanent Position)

Reason for Term: Mat Leave

About Trilogy Wealth

Trilogy Wealth is a premier Wealth Management and Financial Planning firm in Winnipeg, MB, built on a simple belief: when our team thrives, our clients thrive. We serve high-performing individuals and families who trust us to build and protect their wealth and we bring that same level of intention to how we build our team.

We're a lean, high-trust group that values autonomy, forward thinking, and flexibility. We don't micromanage we set a high bar and give you the tools, support, and freedom to meet it in your own way. If you're someone who takes ownership, embraces innovation, and wants to grow inside a firm that's genuinely invested in your success, you'll fit right in here.

The Opportunity

We're are a lean, low-stress but highly driven team looking for a sharp, self-directed Executive Assistant to support our Partner Advisors during a maternity leave term with real potential to grow into a permanent role. This is a dynamic, high-impact role at the center of how our firm operates day to day.

You'll act as the connective tissue between our advisors, portfolio managers, and clients anticipating needs, removing friction, and keeping things running seamlessly. You'll be empowered to make judgment calls, bring new ideas to the table, and leverage AI tools to work smarter, not harder.

What You'll Do

Own and manage the calendars and scheduling of Partner Advisors with precision and foresight
Serve as a key liaison between clients, advisors, and portfolio managers ensuring nothing falls through the cracks
Handle professional correspondence, task management, and organizational workflows on behalf of senior advisors
Identify and implement better ways of doing things we actively welcome process improvements
Leverage AI and other digital tools/platforms to streamline workflows and enhance team productivity
Provide nimble, proactive support wherever it's needed across the office

What You Bring

A bachelor's degree, diploma, or equivalent professional experience
3+ years in financial services or wealth management is a meaningful asset
Comfort and curiosity with digital tools and AI including CRM platforms, Notion, Claude AI, ChatGPT, and similar tools
Exceptional communication skills and a client-first mindset
A natural ability to prioritize, pivot, and manage multiple streams of work without dropping the ball
Proficiency in Microsoft 365 (Outlook, OneDrive, SharePoint, Teams)
A high degree of autonomy you don't wait to be told what needs to be done

What We Offer

Competitive base salary + performance bonus
Comprehensive benefits package (employer paid)
Health Spending Account
Free parking in a great location
RRSP Matching
Genuine flexibility we care about output, not optics
Real runway for growth this term role has strong potential to become permanent

Apply About employer

More about this job

Responsibilities

Manage Partner Advisors’ calendars and scheduling, and coordinate communication among clients, advisors, and portfolio managers. Handle correspondence and workflows, improve processes, use AI and digital tools to increase productivity, and provide proactive office support.

Requirements

Applicants need a bachelor’s degree, diploma, or equivalent professional experience; three or more years in financial services or wealth management is an asset. The role calls for strong communication, client-first service, prioritization, autonomy, proficiency with Microsoft 365, and comfort with digital and AI tools.

Skills

Calendar Management
Scheduling
Client Communication
Professional Correspondence
Task Management
Organizational Workflows
Process Improvement
AI Tools
Digital Tools
CRM Platforms
Microsoft 365
Prioritization
Multitasking
Autonomy
Proactive Support
Client Service

Benefits

Health Spending Account
Free Parking
RRSP Matching
Performance Bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Financial Services
Executive Assistance
Calendar Management
Scheduling
Client Relations
Portfolio Managers
Professional Correspondence
Task Management
Organizational Workflows
Process Improvement
Artificial Intelligence
CRM Platforms
Notion
Claude AI
ChatGPT
Microsoft 365
Outlook
OneDrive
SharePoint
Microsoft Teams
Prioritization
Client-First Service
RRSP Matching
Health Spending Account

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