Associate; Oram Financial

Associate

Location:

This posting is for an existing vacancy in Wellington-Altus’s Gibsons office.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies
* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc—the top-rated
** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

• Report on Business 2025 rankings.
• Investment Executive 2026 Brokerage Report Card.

Oram Financial

Founded in 2011, Oram Financial has grown to specialize in developing vigorous risk management through sound asset allocation, with tactical rebalancing based on data-driven events. Our approach leads to peace of mind, restful nights, and deeper relationship with what matters most to you.

Through years of experience, we have elevated our customer service and relationships, putting your best interests first and foremost, guiding you to reach your own unique goals. Our customized planning solutions deliver you with the desired results because our foundation is built on honest guidance and trust. Most of our clients and their families have trusted us for more than a decade with their wealth.

Reporting to the Senior Wealth Advisor, Senior Portfolio Manager at Oram Financial, the Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team.

The Associate will act as a resource person for the team, and will do so by completing administrative tasks, reporting, and account-related activities. The Associate will liaise between clients and advisors to coordinate requests, communications and follow-ups.

• Provide administrative, operational, and client service support to the advisory team.
• Act as a point of contact for client inquiries, ensuring timely and professional responses.
• Support client documentation, account administration, and onboarding activities.
• Maintain and update CRM systems and client records, ensuring accuracy and compliance.
• Assist advisors with client engagement, follow-ups, and relationship management activities.
• Track client interactions, referrals, and opportunities within CRM systems.
• Coordinate meetings, scheduling, and team communications.
• Prepare reports, client materials, and documentation (e.g., forms, statements, Docu Sign packages).
• Ensure all client documentation and files are maintained in line with regulatory requirements.
• Proactively monitor and follow up on outstanding tasks, client requests, and action items.l
• Assist with process improvements and documentation of procedures.
• Collaborate with team members across locations (Sunshine Coast, White Rock, Vancouver).
• Provide general office support and act as a reliable, go-to team resource.

• A bachelor’s degree in business administration, accounting, finance or related field, or equivalent work experience.
• 2 – 4 years’ financial services industry experience working in a high growth environment.
• 2- 4 years’ experience in a customer/client-service facing role.
• Equivalent combination of education and experience may be considered.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experience working with Croesus and Salesforce is considered an asset.
• High level of accountability, reliability, and attention to…