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 · Vancouver
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 · Winnipeg
The Analyst will support the development and implementation of internal control policies while conducting audits and monitoring financial transactions. They are responsible for generating comprehensive reports, managing transfer fee processes, and identifying opportunities to streamline workflows.
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 · Vancouver
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.
On-site · Toronto
The Senior Compliance Specialist is responsible for developing and executing a compliance testing program while providing training and coaching to ensure staff adhere to regulatory standards. They will also analyze compliance data, identify process inefficiencies, and implement strategic improvements to mitigate risk.
On-site · Vancouver
The Senior Wealth Planner is responsible for developing and executing comprehensive wealth plans for high-net-worth clients while providing expert support to advisory teams. They facilitate goal-based discovery processes and collaborate with other professional advisors to deliver a holistic client experience.
On-site · Winnipeg
The Manager, Partner Support oversees daily operations, manages team members, and ensures high standards of quality and customer satisfaction. They are responsible for fostering a positive work environment, resolving conflicts, and driving continuous improvement in service delivery.
On-site · Gibsons
The Associate provides administrative and operational support to the advisory team, including managing client inquiries and account documentation. They act as a liaison between clients and advisors while maintaining CRM records and coordinating team communications.
On-site · Vancouver
The Training Specialist designs, delivers, and maintains training programs for advisory teams and corporate staff while coordinating training logistics. They also manage learning management systems, evaluate training effectiveness, and collaborate with stakeholders to integrate corporate training initiatives.
On-site · Toronto
The Associate Vice-President will drive the growth, platform adoption, and product innovation of the Platinum Private Portfolios (PPP) managed account platform. They will collaborate with senior leadership and cross-functional teams to enhance advisor experience and execute strategic growth initiatives.
On-site · Parksville
The Administrative Associate will handle daily administrative tasks, client-facing communications, and account maintenance to support the team's operations. They will also assist in business development efforts by preparing materials and coordinating client engagement activities.
On-site
The Senior Branch Administrator oversees daily branch operations, including administrative support, office maintenance, and coordination of office functions. They also act as a resource for policies and procedures while assisting advisors with client meetings and account processing.
On-site · Vancouver
The Senior Associate supports the delivery of high-touch wealth management services by managing complex administrative, client service, and investment-related activities. They act as a trusted operational partner to the advisory team, ensuring seamless practice operations and regulatory compliance.
