Investment professionals and entrepreneurs who value an independent approach to investing and wealth management.
Winnipeg, Manitoba
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.
On-site · Toronto
The Investment Associate supports Senior Investment Advisors by managing client relationships and providing personalized investment advice. They are responsible for transaction processing, maintaining compliant client files, and ensuring adherence to CIRO regulations.
On-site · Winnipeg
The Investment Associate supports Senior Investment Advisors by managing client relationships and providing personalized investment advice. They are responsible for processing transactions, ensuring regulatory compliance with CIRO, and maintaining accurate client documentation.
On-site · Corman Park No. 344
The Associate Investment Advisor provides comprehensive wealth management services and supports business development through client sourcing and relationship building. They are responsible for executing financial plans, managing account administration, and delivering tailored investment solutions to high-net-worth clients.
On-site · Winnipeg
Responsible for the design, governance, and evolution of managed investment programs, including UMA and SMA architectures. The role provides strategic leadership to ensure investment practice standards align with firm strategy and regulatory requirements.
On-site · Winnipeg
The analyst supports the operational success of the investment management platform by managing portfolio models, trading workflows, and platform configurations. They also assist in the execution of advisor-facing programs, documentation of workflows, and cross-functional coordination across technology and operations teams.