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
Build client relationships and coordinate onboarding, service requests, account transactions, and portfolio administration. Maintain compliant client records, support KYC and suitability processes, prepare client meeting materials, and conduct investment-related research.
On-site · Winnipeg
The Administrative Associate provides comprehensive administrative and client service support to the wealth management team. Key duties include maintaining client records, preparing meeting materials, and assisting with account administration and reporting.
On-site · Winnipeg
The Associate supports the delivery of personalized financial planning and relationship management by preparing financial plans and engaging with clients. They also assist in business development, client onboarding, and maintaining accurate administrative records within the team.
On-site
The Associate will provide administrative and operational support to the investment team by managing client relationships and maintaining accurate records. They are responsible for preparing reports, handling account-related documentation, and ensuring compliance with industry regulations.
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.