wealth associate jobs in Winnipeg

A career as a Wealth Associate at National Bank is a role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, you will work with a small team of Wealth Advisors in Winnipeg to ensure that client instructions, account documentation, transactions, and service requests are...

Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Compensation: $110-$150K annually depending on experience & credentials.About Stenner Wealth Partners+ Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective. SWP+...

Associate, Wealth Advisor - Stenner Wealth Partners+Competitive Compensation: $110-$150K annually depending on experience & credentials.About Stenner Wealth Partners+Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective. SWP+...

Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials. About Stenner Wealth Partners+ Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global...

A career as a Wealth Associate at National Bank is a role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, you will work with a small team of Wealth Advisors in Winnipeg to ensure that client instructions, account documentation, transactions, and service requests are...

Serve ultra-high-net-worth families as an Associate Wealth Advisor using investment advisory and relationship management expertise at SWP+. Stenner Wealth Partners+ seeks an Associate Wealth Advisor for its in-person and virtual Multi-Family Office and Outsourced CIO Consulting team. You will support Canadian and US investors through personalized wealth...

Accuracy and client service define this Wealth Associate position at National Bank, supporting Wealth Advisors in Winnipeg with operational follow-through.You will work with a small advisory team in Wealth Management. The position involves account instructions, documentation, transactions, service requests, and clear client communication. Technology, Excel,...

A leading financial institution in Winnipeg is seeking an Associate for their Wealth Management team. This role involves ensuring effective communication and providing exceptional customer service to clients and advisors. Candidates should have relevant experience in banking or customer service and a college diploma in a related field. The position offers a...

Serve high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+ in an in-person and virtual setting. Apply investment knowledge and relationship-building skills. This position supports Thane Stenner and senior team members within Canaccord Genuity’s exclusive wealth management practice. You will coordinate advice across...

Wellington-Altus Private Wealth in Winnipeg is seeking an Operations Associate to support Wealth Advisors and associates by ensuring quality control of documents and proper procedure implementation. You will manage doc queries, account openings, and ticket workflows, collaborating across departments to deliver accurate and timely service.The ideal candidate...

Support high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+, presenting investment strategies and coordinating advice across disciplines. This associate role serves Canadian and US investors through Canaccord Genuity’s exclusive wealth management practice. You will build multigenerational relationships, support client...

BCV Asset Management Inc. is expanding its client service team in Winnipeg. We seekClient Service Associates to support client administration across three groups—Prep, Submits, and Activities—handling account setup, processing, and reconciliation tasks.The role emphasizes responsive client service, accurate data handling, and collaboration with advisors...

Manage trading operations and client service as an Associate at RBC Dominion Securities in Winnipeg, supporting wealth management activities full time.The Winnipeg branch seeks a resourceful, efficient, and collaborative Associate. You will execute trades, manage model portfolio trade lists, and support portfolio rebalancing. The position also includes...

A leading financial institution in Winnipeg is seeking an Associate for their Wealth Management team. This role involves ensuring effective communication and providing exceptional customer service to clients and advisors. Candidates should have relevant experience in banking or customer service and a college diploma in a related field. The position offers a...

Application Deadline: 11/27/2026 Address: 2828 boul Laurier Job Family Group: Wealth Sales & Service About BMO Nesbitt Burns BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our...

Canaccord Genuity Group Inc. seeks an Associate, Wealth Advisor for Stenner Wealth Partners+. This in-person/virtual role targets high-net-worth clients with a minimum of $10M in investable assets, offering competitive compensation and a path to growth within one of Canada’s leading independent wealth teams. You will manage relationships, present...

Manage trading operations and client service as an Associate at RBC Dominion Securities in Winnipeg, supporting wealth management activities full time. The Winnipeg branch seeks a resourceful, efficient, and collaborative Associate. You will execute trades, manage model portfolio trade lists, and support portfolio rebalancing. The position also includes...

Wealth Sales & Service Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning...

BCV Asset Management Inc. is expanding its client service team in Winnipeg. We seekClient Service Associates to support client administration across three groups—Prep, Submits, and Activities—handling account setup, processing, and reconciliation tasks. The role emphasizes responsive client service, accurate data handling, and collaboration with...

Lead Wealth Advice analytics and artificial intelligence strategy at TD in Toronto, using enterprise data, machine learning, and AI leadership. This Associate Vice President role shapes analytics and AI for Wealth Advice and Governance & Controls. You will guide enterprise vision, portfolio priorities, operating models, and reusable solutions. The position...