Associate Position at Wellington-Altus

Elevate your career with Wellington-Altus as an Associate in Kanata. This full-time role involves client relationship management and administrative support to Investment Advisors in a dynamic financial environment.

Wellington-Altus, a leader in the financial sector since 2017, seeks an Associate passionate about client service. You will build relationships, assist with transaction processing, and ensure compliance with industry regulations.

Your role will directly impact client satisfaction and operational efficiency within a high-performing team.

Key Responsibilities:

• Build strong client relationships through proactive communication

• Assist advisors with administrative and transaction tasks

• Maintain compliant client files and documentation

• Research industry information as requested by advisors

• Process various transactions and follow-up for accuracy

Requirements:

• Bachelor’s in business administration, finance, or related field

• 3-5 years’ experience in financial services

• Active registration as Investment Representative with CIRO

• Proficiency in MSOffice and Salesforce preferred

• Strong interpersonal and organizational skills

Contribute to Wellington-Altus by leveraging your client management and compliance expertise.
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