JOIN OUR TEAM – FINANCIAL ASSISTANT (PROCESSING) – CREATING FLOW & JOY

Location: Winnipeg, MB | Full-time, in-office
At dts lifeStyles, we believe in living with intention and planning with purpose. Based in Winnipeg & Kelowna, we’re a team that helps families and business owners across Canada create meaningful jubilation plans rooted in their values. Our days are filled with conversations about cash flow, sufficiency, and joy – and we’re looking for someone who finds purpose in the details that help make it all happen.
We’re hiring a Financial Assistant – Processing to join our collaborative team and support our growing community of clients. This role is ideal for someone who thrives on organization, loves checking things off their list, and enjoys being part of a bigger mission. (https://www.dtslifestyles.com/)

• Process client transactions and investment instructions with precision and care
• Prepare and review forms (transfers, contributions, withdrawals, switches, etc.)
• Liaise with Canada Life/Quadrus and other institutions to ensure smooth and timely execution
• Track and follow up on outstanding paperwork and pending items
• Maintain accurate client records and documentation in CRM and filing systems
• Support advisors and associates by keeping client files audit-ready and up to date
• Assist with insurance and group benefits processing, where needed
• Provide administrative support for client onboarding, reviews, and follow-up