Location: This in-office position will be located in our Calgary office.

Our organization: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is 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 and one of Canada’s Best Managed Companies. With nearly $40 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.

• Investment Executive 2025 Brokerage Report Card.

The Team: Our purpose at Aspire Wealth Partners is to provide our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.

The opportunity: Reporting to the Senior Wealth Advisor, Senior Portfolio Manager, the junior Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. This position will act as a resource for Associates and Advisors on the team, and they will be completing administrative tasks, reporting and account-related activities for the team.

Key responsibilities include:

• Acting as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips).
• Completing administrative tasks related to account management such as preparing DocuSign information.
• Preparing daily reports.
• Providing information, where requested and approved by an Associate or Advisor, on the status of a client’s account and provide account balances, quotes and other marketing information.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc.
• Performing general administrative tasks (ex: prepare letters, client communication pieces, etc.).
• Proactively stay informed and up to date regarding Company policies and procedures and compliance updates.
• Performing other duties as assigned.

The ideal candidate will possess:

• Bachelor’s degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.
• Minimum of one year’s industry experience, preferably in an administrative or operational capacity.
• Completion of CSC and CPH considered an asset.
• Progressing toward licensing with the goal of executing trades and directly servicing clients, while remaining non-production focused.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Demonstrates a high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.
• Strong attention to detail.
• Excellent attitude and commitment to providing exceptional service.
• Exemplary interpersonal, influencing, and communication skills across multiple mediums (in-person, phone, virtual).
• Strong problem-solving and critical thinking abilities.
• Highly organized with a consistent and reliable work ethic.
• Comfortable with ambiguity and able to manage a high volume of competing priorities.
• Maintains the highest level of confidentiality.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

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.

To apply: 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. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.