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

Qualifications and Requirements

Working Conditions

Compensation and Benefits

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.