Associate in Wealth Management

Position: Associate Role in Wealth Management
Explore a fulfilling Associate position at Wellington-Altus Financial in Nanaimo, British Columbia, dedicated to client service and operational support in wealth management. This role focuses on collaboration and business growth.

In this position, you'll work alongside the Senior Wealth Advisor, performing critical administrative and operational functions. You will manage client records, assist in building business pipelines, and facilitate client communications to reinforce relationships. This role is vital for those looking to contribute positively while developing their skills in the financial services sector.

Key Responsibilities:

• Assist in scheduling client appointments and inquiries

• Support business development initiatives with outreach

• Maintain and update client records in systems

• Prepare necessary documentation and reports

• Track client activity and ensure timely follow-ups

Requirements:

• Bachelor’s or comparable degree in finance or business

• 2+ years in financial services or customer support

• Proficient with Excel, Word, and CRM software

• Strong communication and interpersonal skills

• High ethical standards and commitment to confidentiality

Help Wellington-Altus enhance client experiences in the wealth management landscape.
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