Licensed Assistant Jobs in Manitoba

Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;

Open accounts and manage documentation requirements;

Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases and redemptions of cash equivalents;

CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;

Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.

Ensure all paperwork is completed correctly and in adherence with regulatory requirements;