Toronto, Ontario, Canada · On-site
$50k–$100k/yr
Investment Associate Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada&rs…
Skills: Client relationship management, Account processing, Transaction processing, Data entry, Meeting preparation
Calgary, Alberta, Canada · On-site
Senior Branch Administrator Location: This posting is for an existing vacancy in Wellington-Altus’ Calgary office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Can…
Skills: Branch operations, Administrative support, Compliance, Audit requirements, Client service
Winnipeg, Manitoba, Canada · On-site
Regulatory Compliance and Complaints Coordinator Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellingt…
Skills: Regulatory compliance, Complaints management, Governance, Case management, Project management
Vancouver, British Columbia, Canada · On-site
$75k–$110k/yr
Senior Associate, Client Experience Location: This position will be based out of our Vancouver office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Gr…
Skills: Wealth management, Client service, Account administration, Investment advisory, Regulatory compliance
Winnipeg, Manitoba, Canada · On-site
Analyst, Business Systems Enablement (6 Months Term) Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Well…
Skills: Data management, Data integrity, Process improvement, Automation, Financial services
Winnipeg, Manitoba, Canada · On-site
Analyst, Business Systems Specialist (6 Months Term) Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Well…
Skills: Process documentation, SOP development, Operational readiness, Process improvement, Vendor management
Winnipeg, Manitoba, Canada · On-site
Analyst, Business Systems Reconciliation (6 Months Term) Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (…
Skills: Financial reconciliation, Data integrity, Vendor management, Custodian management, Problem-solving
Toronto, Ontario, Canada · On-site
$68k–$85k/yr
Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Com…
Skills: Project Coordination, Stakeholder Management, Agile, Scrum, Waterfall
Winnipeg, Manitoba, Canada · On-site
Operations Associate Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada&rs…
Skills: Financial services, Operations, Account services, Documentation management, Customer service
Toronto, Ontario, Canada · On-site
$80k–$90k/yr
Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto office. Our Organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Com…
Skills: Relationship Management, Investment Advice, Compliance, Portfolio Management, Financial Planning
Winnipeg, Manitoba, Canada · On-site
Investment Associate Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada&r…
Skills: Relationship Management, Client Consultation, Investment Advice, Compliance, Portfolio Management
Calgary, Alberta, Canada · On-site
Administrative Associate Location: This posting is for an existing vacancy in Wellington-Altus’s Calgary office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canad…
Skills: Account Administration, CRM Systems, Microsoft Office, Client Service Support, Documentation Management
Corman Park No. 344, Saskatchewan, Canada · On-site
Team Manager (Advisor Team) Location: This posting is for an existing vacancy in Wellington-Altus’s Saskatoon office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of …
Skills: People Leadership, Team Management, Compliance Monitoring, Financial Research, Operational Excellence
Winnipeg, Manitoba, Canada · On-site
$125k–$135k/yr
Senior Manager, Technical Management Location: This position will be based out of our Winnipeg or Toronto office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent compan…
Skills: Infrastructure Strategy, Site Reliability Engineering, Cloud-Native Delivery, Platform Engineering, Multi-Cloud Deployment
Calgary, Alberta, Canada · On-site
$50k–$60k/yr
Systems Analyst Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg or Calgary office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the paren…
Skills: Data Analysis, Risk Management, Change Management, Compliance Monitoring, Power BI
Kirkland, Quebec, Canada · On-site
Associé Emplacement : Cette offre concerne un poste vacant au bureau de Wellington-Altus à Kirkland. Notre organisation : Fondée en 2017, la Financière Wellington-Altus inc. (« Wellingto…
Skills: Account Opening, Client Service, Administrative Support, Financial Transaction Processing, Portfolio Comparison
Kirkland, Quebec, Canada · On-site
Associé en assurance Emplacement : Cette offre concerne un poste vacant au bureau de Wellington-Altus à Kirkland. Notre organisation : Fondée en 2017, la Financière Wellington-Altus inc. (&laq…
Skills: Insurance Underwriting, Wealth Management, Client Planning, CSF Insurance License, MS Office
Toronto, Ontario, Canada · On-site
$60k–$90k/yr
Investment Associate Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent compa…
Skills: Client Relationship Management, Account Processing, Transaction Processing, Wealth Management, Financial Services
Toronto, Ontario, Canada · On-site
$60k–$75k/yr
Senior Compliance Analyst Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent …
Skills: Compliance Supervision, Tier 2 Surveillance, Regulatory Interpretation, Internal Auditing, Risk Identification
Toronto, Ontario, Canada · On-site
$75k–$125k/yr
Client Experience Associate Location: This posting is for an existing vacancy in our Toronto office. Who We Are: Gallant MacDonald operates as an Outsourced-Chief Investment Officer (“OCIO”) for a limited num…
Skills: Client Service Support, Operational Excellence, Relationship Building, Problem Solving, Organizational Skills
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The Investment Associate acts as a resource for clients and assists the Senior Investment Advisor with administrative tasks, transaction processing, and account management. They are responsible for maintaining accurate client records, preparing for meetings, and ensuring all activities comply with firm policies and regulatory requirements.
The ideal candidate should have post-secondary education in finance or a related field and demonstrated experience in customer service and account processing. Proficiency in MS Office and strong attention to detail are required, with a preference for candidates holding or working toward a PFP designation and CIRO registration.
Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto office.
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.
*Report on Business 2025 rankings.
**Investment Executive 2026 Brokerage Report Card.
Reporting to the Senior Investment Advisor, the Associate acts as a resource person for clients and assists the Advisor with administrative tasks and transaction processing related to managing client accounts. The Associate plays a key role in delivering exceptional client service, supporting advisors in meeting preparation and follow-up, and ensuring all activities are completed accurately and in accordance with firm policies and applicable regulatory requirements.
Range $50,000 - $100,000 annually.
This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked. Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.ca.
Investment professionals and entrepreneurs who value an independent approach to investing and wealth management.
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and Wellington-Altus Private Wealth—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 billion in consolidated assets under administration, and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients. *Investment Executive 2021 Brokerage Report Card.
Offices: 201 Portage Ave, Winnipeg, Manitoba R3B 3K6, CA
View all jobs at Wellington-Altus Financial Inc.Investment professionals and entrepreneurs who value an independent approach to investing and wealth management.
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and Wellington-Altus Private Wealth—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 billion in consolidated assets under administration, and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients. *Investment Executive 2021 Brokerage Report Card.
Offices: 201 Portage Ave, Winnipeg, Manitoba R3B 3K6, CA
View all jobs at Wellington-Altus Financial Inc.