Associate; Kimpton Kovitch Team

Location: This posting is for an existing vacancy in Wellington-Altus’ Saskatoon office.

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

• Investment Executive 2026 Brokerage Report Card.
• Report on Business 2026 rankings.

Reporting to the Senior Wealth Advisor & Senior Investment Advisor on the Kimpton Kovitch Team, the Associate will participate in a broad range of administrative, operational projects and business development activities to support the efficient and successful operations of the team. The role will support a high-growth advisory team with a strong focus on operations, trade processing, account administration, and process efficiency.

• Supporting advisors and licensed team members with the execution and processing of trades and other investment-related transactions in accordance with client instructions, regulatory requirements, and firm policies.
• Processing client instructions related to purchases, redemptions, transfers, deposits, withdrawals, and other account activity, ensuring accuracy and timely completion.
• Preparing and reviewing documentation required to facilitate trade execution, account administration, and client transactions.
• Supporting the administration of client accounts, including account openings, account maintenance, transfers, documentation collection, and record updates.
• Maintaining accurate and current client information across CRM and other firm systems, ensuring data integrity and completeness.
• Monitoring workflow queues and prioritize requests to ensure client instructions, trades, and administrative activities are completed within established service standards.
• Coordinating with internal departments, custodians, and external service providers to facilitate account activity and resolve operational issues.
• Preparing reports, correspondence, and administrative materials to support the day-to-day operations of the practice.
• Contributing to process improvement initiatives by identifying opportunities to increase efficiency, leverage technology, and enhance automated workflows.
• Remaining current on firm policies, procedures, compliance requirements, and industry developments relevant to the role.
• Performing other duties and projects, as assigned.

• A post-secondary degree in business administration, accounting, finance or related field, or equivalent work experience.
• 1 - 3 financial services industry experience working in a high growth environment.
• Equivalent combination of education and experience may be considered.
• Experience in the wealth management or other regulated industry is a strong asset.
• Current Investment Representative (IR) registration or equivalent industry licensing is considered a strong asset.
• Candidates who are not currently licensed but demonstrate an interest in pursuing IR registration or other industry licensing will be supported as part of their ongoing professional development.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Exceptional attention to detail and commitment to accuracy.
• Highly dependable with a strong sense of accountability and ownership.
• Demonstrated ability to manage multiple priorities and effectively assess urgency.
• Strong organizational and administrative skills.
• Comfortable working within structured processes while adapting to changing priorities.
• Proactive,…