Position Schedule

Full‑Time

Branch Address

680 St. Anne'S Road, Unit 6, Winnipeg, MB

Role Summary

The Branch Office Administrator (BOA) partners with financial advisors to provide seamless administrative support. Your work will support client accounts, streamline communication, and enhance the overall client experience.

Support You Will Receive

• Six‑month comprehensive training with an experienced peer mentor
• A wide support network from the branch office to the regional and headquarters teams
• Opportunity to work independently while backed by a large team

Key Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Assist in the annual business planning process and develop strategies for the upcoming year
• Listen actively to identify client needs for additional services
• Plan and execute...