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 · Vancouver
The Regional Manager is responsible for coaching advisor teams to drive business growth, operational efficiency, and performance excellence within the British Columbia region. They act as a key partner to advisors, ensuring alignment with corporate objectives while managing day-to-day operations and change initiatives.
On-site · Vancouver
The Associate provides administrative, operational, and client service support to the Senior Wealth Advisor and the team. Key tasks include managing client accounts, coordinating meetings, processing transactions, and ensuring compliance with firm policies.
On-site · Toronto
The Office Administrator manages daily office operations, including boardroom preparation, mail coordination, and inventory maintenance. They provide essential administrative and customer-service support to advisor teams and private clients while ensuring compliance with industry regulations.
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 Content Development Specialist will optimize and manage content development processes, including creating training materials and digital assets. They will collaborate with the Training & Development team to analyze business workflows and ensure compliance with corporate standards.
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 · Saskatoon
The Associate will support the Kimpton Kovitch Team by managing trade processing, account administration, and operational workflows. They will also contribute to business development activities and process improvement initiatives to ensure efficient team operations.
On-site · Winnipeg
Support corporate and Investment Advisor recruitment through full-cycle hiring, candidate sourcing, screening, interviewing, and coordination with hiring managers and HR colleagues. Maintain candidate pipelines and recruitment reporting, improve hiring processes, and contribute to campus and diversity recruitment initiatives.
On-site · Saskatoon
Prepare and review account documentation, manage onboarding workflows and corrections, and process and track client transfers. Support incoming and recently transitioned advisor teams, maintain transition reporting, and coordinate with internal departments and external providers.
On-site · Saskatoon
The Business Analyst acts as a strategic partner between business stakeholders and technology teams to translate complex objectives into actionable requirements. They lead process optimization, drive digital transformation initiatives, and ensure solutions align with the firm's strategic and regulatory goals.
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 · Toronto
The Data Analyst will analyze and interpret large datasets related to capital markets and financial transactions while maintaining SQL queries across cloud platforms. They will also collaborate with Data Engineers to support data ingestion, pipeline monitoring, and the generation of reports for business stakeholders.
On-site · Winnipeg
The Vice-President of Advisor Platform Management is responsible for the governance, performance, and continuous improvement of the firm's advisor technology ecosystem. This role acts as the primary liaison between advisors, operations, compliance, and technology teams to ensure platforms support business objectives and operational efficiency.
On-site · Toronto
The Marketing Associate manages advisor marketing requests, optimizes workflow processes, and supports the execution of multi-channel marketing campaigns. They also conduct market research, analyze campaign performance, and collaborate with internal stakeholders to ensure brand alignment.
On-site · Toronto
The Senior Compliance Analyst is responsible for performing supervisory functions, including complex reviews of business activities and oversight of Tier 2 processes. They also provide guidance to registered staff, participate in internal and external audits, and ensure adherence to regulatory requirements.
On-site
The Associate manages client relationships and delivers investment management services to high-net-worth families in collaboration with Senior Portfolio Managers. They are also responsible for coordinating client meetings, maintaining documentation, and ensuring compliance with industry regulations.
On-site
The Administrative Associate provides operational and administrative support to Portfolio Managers and Associates to ensure efficient client service. Responsibilities include managing client documentation, maintaining CRM records, preparing reports, and coordinating workflows for high-net-worth client accounts.
On-site · Saskatoon
The Training and Development Lead is responsible for designing, developing, and evaluating digital learning content while managing project workflows and regulatory compliance. This role also provides supervisory oversight, coaching, and performance guidance to direct reports to ensure high-quality training delivery.
On-site
The Associate supports the portfolio management team by managing account administration, client onboarding, and operational workflows. They also leverage technology and data analysis to streamline processes and enhance the overall client experience.
