IG Private Wealth Management

Verified Job Source

Victoria, British Columbia

11–50 people

About

With an enhanced team-based approach that provides both local and national industry expertise, Flanagan & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Open positions

Wealth Management Licensed Assistant

On-site · Brandon

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.