Explore 42 Jobs at Wellington-Altus

Investment Associate (Stovel Asset Management)

Wellington-Altus

Toronto, Ontario, CA

Posted 8 days ago

The Investment Associate supports Stovel Asset Management’s advisory practice through portfolio administration, client service, transaction processing, and regulatory compliance. The role also coordinates client requests and onboarding, maintains accurate client files, supports advisors with research and suitability considerations, and contributes to a high-quality client experience.

Regional Manager, British Columbia

Wellington-Altus

Vancouver, British Columbia, CA

Posted 9 days ago

The Regional Manager supports and coaches wealth management advisor teams across British Columbia, helping them grow their practices and meet business goals. Responsibilities include overseeing regional operations, coordinating with corporate partners, managing change initiatives, supporting advisor transitions, and promoting enterprise sales objectives.

Associate (Lions Gate Private Wealth Counsel)

Wellington-Altus

Vancouver, British Columbia, CA

Posted 13 days ago

The Associate supports the day-to-day operations of a private wealth management practice through client service, account administration, transaction support, and operational coordination. Responsibilities include maintaining accurate client records, supporting advisors and clients, handling documentation and requests, and ensuring work complies with regulatory requirements and firm procedures.

Office Administrator (Rosedale Family Office)

Wellington-Altus

Toronto, Ontario, CA

Posted 14 days ago

The Office Administrator manages day-to-day office operations and provides administrative, team, and client-service support to the on-site Rosedale Family Office teams. Responsibilities include welcoming clients, coordinating meetings and mail, tracking expenses, maintaining office supplies and compliant client files, and completing general administrative tasks.

Administrative Associate (Colin Ryan Wealth Management)

Wellington-Altus

Winnipeg, Manitoba, CA

Posted 15 days ago

The Administrative Associate provides administrative and client-service support to Colin Ryan Wealth Management, maintaining client records, preparing meeting materials, coordinating communications, and supporting onboarding, account administration, and reporting. The role also assists with day-to-day client needs, service activities, team projects, and process improvements.

Content Development Specialist

Wellington-Altus

Winnipeg, Manitoba, CA

Posted 15 days ago

The Content Development Specialist will optimize content development processes, create and maintain digital content (including intranet sites and training materials), and ensure compliance with regulatory requirements. The role involves collaborating with leadership to improve training and development initiatives, analyzing business processes, and designing engaging e-contents for stakeholders in a financial services environment.

Associate, Financial Planning (Colin Ryan Wealth Management)

Wellington-Altus

Winnipeg, Manitoba, CA

Posted 16 days ago

The Associate, Financial Planning supports personalized financial planning and relationship management for clients of Colin Ryan Wealth Management. Responsibilities include preparing financial plans, analyzing client assets and portfolio information, meeting with clients, supporting business development and onboarding, and maintaining client records and administrative operations.

Associate (Kimpton Kovitch Team)

Wellington-Altus

Saskatoon, Saskatchewan, CA

Posted 21 days ago

The Associate supports the Kimpton Kovitch wealth advisory team in its day-to-day administration, operations, trade processing, and business development activities. Responsibilities include processing client transactions, maintaining account records and documentation, coordinating with internal and external partners, managing workflows, and contributing to operational improvements.

Talent Acquisition Specialist

Wellington-Altus

Winnipeg, Manitoba, CA

Posted a month ago

The Talent Acquisition Specialist supports the company’s recruitment strategy and full-cycle hiring for corporate and Investment Advisor roles, including sourcing, screening, interviewing, and onboarding coordination. The role also partners with managers and HR teams on recruitment planning, reporting, process improvements, and candidate experience.

Senior Compliance Analyst, Group AML

Wellington-Altus

Toronto, Ontario, CA

Posted a month ago

The Senior Compliance Analyst, Group AML will manage key deliverables for an Anti-Money Laundering surveillance compliance project. Responsibilities include maintaining high-risk client lists, conducting AML due diligence and reviews, preparing investigative summaries, supporting regulatory interactions, maintaining filing documentation, and monitoring regulatory changes.