Financial Advisor's Assistant

5 days ago

Winnipeg, Canada Ventum Financial Corp. Full time

**About Us**

Ventum Financial Corp. (Ventum) is a leading independent Canadian financial services firm headquartered in Toronto, Ontario with significant operations in Vancouver, British Columbia and 13 offices nationwide. Formed through a recent merger that fueled substantial growth, Ventum is distinguished by its entrepreneurial spirit and client-centric approach. The firm delivers tailored, unbiased financial advice through its comprehensive private client services and full-service capital markets division. As a privately owned company, Ventum is committed to integrity, exceptional client service and supporting individuals, businesses and institutional clients across Canada in achieving their financial objectives.

We are seeking a dedicated and detail-oriented Financial Advisor's Assistant to join our team in the Winnipeg office. This position offers a flexible hybrid work environment (in office and remote work).

As a Financial Advisor's Assistant, you will play a crucial role in supporting our financial advisors in delivering exceptional service to our clients. You will be responsible for a variety of administrative and client service tasks to ensure the smooth operation of the advisory team.

**Responsibilities**

**1. Client Support**:

- Assist in managing client relationships by providing excellent customer service. Accountable for all incoming inquiries for clients.
- Respond to client inquiries and resolve issues in a timely and professional manner.
- Coordinate client meetings and prepare necessary documentation. Accountable for setting, preparing and follow up for all client meetings.
- Assist in building and maintaining strong client relationships through regular communication and engagement.
- Participate in client meetings to understand their financial goals, risk tolerance, and investment preferences.

**2. Administrative Tasks**:

- Maintain accurate client records and update databases.
- Prepare and process client account paperwork. Accountable for processing of all forms from the financial advisor and clients.
- Prepare all tax packages for clients.
- Coordinate processes with head office for efficiency.

**3. Technology Research and Analysis**:

- Conduct market research and analysis to support financial advisors in practice technology recommendations.
- Stay informed about industry trends and updates.
- Accountable for implementing all head office updates, policies and procedures.
- Create a digital practice process manual and update annually.

**4. Financial Planning Assistance**:

- Assist in the preparation of financial plans and investment proposals.
- Collaborate with financial advisors to gather necessary information for client portfolios.

**5. Marketing**:

- Work closely with the financial advisor to ensure seamless communication and coordination..
- Responsible for all social media and content postings.
- Responsible for website management and inbound marketing initiatives.
- Accountable for creating client events, client appreciation and client marketing functions.
- Project management responsibility. Manage all practice management projects such as marketing, technology, client service, KPI’s key performance indicators, budgets and future HR functions as the team grows.

**Qualifications**:

- Education in finance, business, or a related field.
- Previous experience in a similar role is an asset, but not required.
- Strong organizational and multitasking abilities.
- Excellent communication and interpersonal skills.
- Proficient in Microsoft Office Suite and other relevant software.
- Knowledge of financial industry regulations and compliance.
- Strong knowledge and understanding of technology including CRM, marketing software, portfolio management software and a passion for technology.
- Strong marketing skills including Canva, Adobe or related software, buffer or Hootsuite, Sales Navigator or related software, social media marketing skills, content and inbound marketing skills and related relationship marketing experience.

**Benefits**:

- Competitive salary and bonus opportunity for growth.
- Health insurance.
- Professional development opportunities.
- Career path opportunities in financial services including para-planning, financial advising and office management.

Salary range is $35,000 - $42,000.

Pay: $35,000.00-$42,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Paid time off
- Vision care

Schedule:

- Monday to Friday

**Experience**:

- Social media management: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: Hybrid remote in Winnipeg, MB R3C 0C9

  • Construction Site Worker

    4 weeks ago

    Winnipeg, Manitoba, Canada S&S Homes Full time

    We are seeking a reliable and hardworking Construction Site Worker to join our team at S&S Homes. This is an exciting opportunity for individuals who enjoy working outdoors and being part of a dynamic construction process.About the RoleAs a Construction Site Worker, you will be responsible for assisting in various tasks related to construction, including...

  • Administrative Assistant

    6 months ago

    Winnipeg, Canada Scott Heide - Sun Life Financial advisor Full time

    We currently have an opening for a self-motivated, highly organized and capable individual to work as a non-licensed assistant within our team **Responsibilities** - Delivering an exceptional client experience for current and potential clients who call or come into our office. - Ensuring a full and balanced advisor calendar of appointments, creating sales...

  • Assistant to Financial Advisor

    6 months ago

    Winnipeg, Canada Todd Woods Full time

    Duties: Skills required: Additional: This job may also appeal to an aspiring Financial Advisor who wishes to gain valuable experience while immersed in an investment environment and receiving mentoring. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are...

  • Financial Services Advisor

    6 months ago

    Winnipeg, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Toyota on Regent has a new opportunity for a Financial Services Advisor to join our team! **Overview**: Reporting to the General Manager, you will be passionate about providing an exceptional customer experience for our clients. As a Financial Services Advisor you must be self-motivated, high energy, dynamic and results-oriented with a...

  • Bilingual Wealth Planning Analyst

    1 month ago

    Winnipeg, Manitoba, Manitoba, Canada CI Financial Full time

    APERÇU DU POSTENous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Reception/administrative Assistant

    6 months ago

    Winnipeg, Canada Scott Heide - Sun Life Financial Advisor Full time

    We currently have an opening for a self-motivated, highly organized and capable individual to work as a non-licensed assistant within our team **Responsibilities** - Delivering an exceptional client experience for current and potential clients who call or come into our office. - Ensuring a full and balanced advisor calendar of appointments, creating sales...

  • Estate and Trust Advisor

    6 months ago

    Winnipeg, Canada MD Financial Management Full time

    Requisition ID: 186143 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients. Duties & Responsibilities: Business Development - Review and assess with clients their individual and...

  • Wealth Advisor

    1 month ago

    Winnipeg, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Winnipeg, MB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...

  • Personal Financial Advisor I

    6 months ago

    Winnipeg, Canada Assiniboine Credit Union Ltd Full time

    We envision a future for the market and members where in a Financial Advice Centre a team of professional, highly trained, experienced and trusted advisors will be waiting to greet, guide and seamlessly add value through the entire member experience in a warm, open concept environment. Advisors will get to know members with a focus on advising and guiding...

  • Insurance Advisor

    3 months ago

    Winnipeg, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Construction Laborer

    4 weeks ago

    Winnipeg, Manitoba, Canada S & S Gill Homes and Construction Inc. Full time

    We are seeking a skilled Construction Laborer to join our team at S & S Gill Homes and Construction Inc. as a full-time permanent position. This is an exciting opportunity for individuals who are passionate about construction and willing to learn and grow with our company.About the RoleThe successful candidate will be responsible for assisting our...

  • Estate and Trust Advisor, Md Trust

    6 months ago

    Winnipeg, Canada MD Financial Management Full time

    Requisition ID: 186143 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients by: - Business Development: Review and assess with clients their individual and family estate planning...

  • Estate and Trust Advisor, Md Trust

    6 months ago

    Winnipeg, Canada MD Financial Management Full time

    Requisition ID: 186143 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you? In this role, you will**: The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients by: - ** Business Development**: Review and assess...

  • Advisor- Insurance

    6 months ago

    Winnipeg, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance brokerages, Western has more than 220 locations across the country. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. By delivering the right insurance solution at every opportunity, our team of...

  • Administrative Assistant Financial Services

    2 months ago

    Winnipeg, Canada Heidi headhunting Full time

    We are currently searching for an Administrative Assistant to join a terrific team of outgoing investment and insurance professionals. The Administrative Assistant contributes to the success of the business by providing administrative support directly to the financial advisors and clients. Working both independently and within a small team, the...

  • Financial Planning Administrative Assistant

    1 week ago

    Winnipeg, Canada von Stackelberg Insurance Agency and Financial Services LTD Full time

    **Job Summary** We are a dedicated financial advisory firm in Winnipeg, Manitoba, consisting of a Financial Planner that is geared to help our clients meet their Financial goals. We pride ourselves on our high level of service, and expertise on risk management, estate planning, tax planning, Insurance as well as Investment planning. We are seeking a...

  • Estate and Trust Advisor, Md Trust, Winnipeg or

    6 months ago

    Winnipeg, Canada MD Financial Management Full time

    Requisition ID: 186143 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients in the Winnipeg, MB area by: - Business Development: Review and assess with clients their individual and...

  • Reception/administrative Assistant

    5 months ago

    Winnipeg, Canada Driedger Financial Full time

    **About us** Driedger Financial/Manulife Securities is a small business in Winnipeg, MB R3M 3X7. We provide financial planning services, investment and insurance advice to our clients. '''Duties''' - Scheduling client-advisor appointments - Meeting Preparation :generating reports and client statements for client-advisor meetings '''Skills''' - Previous...

  • Insurance Advisor

    6 months ago

    Winnipeg, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

  • Financial Administrator Assistant

    3 weeks ago

    Winnipeg, Manitoba, Canada VECTOR ADVISORS INC. Full time

    Job SummaryWe are seeking a skilled Financial Administrator Assistant to join our team at Vector Advisors Inc. The ideal candidate will have experience in bookkeeping, accounting, and financial management.About the RoleThis is a permanent position that requires 35 hours of work per week. The successful candidate will be responsible for maintaining accurate...