Project Manager, Business Development, Business Systems/ Tech Analyst
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Wellington-Altus
Full Time
position
Listed on 2026-02-16
Job specializations:
-
Business
Business Development, Business Systems/ Tech Analyst
Job Description & How to Apply Below
Project Manager
Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto or Winnipeg office.
Our organization
:
Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is 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 and one of Canada’s Best Managed Companies. With nearly $40 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.
* Investment Executive 2025 Brokerage Report Card.
The opportunity:
Reporting to the VP, IT Governance & Delivery, the Project Manager will be responsible for the creation, execution and maintenance of comprehensive implementation plans and goals-based reporting for the WAPW projects.
The Project Manager will play an integral role in project planning and execution and will act as a professional point of contact for internal and external clients to ensure project milestones are communicated and met successfully.
Key responsibilities include:
Leading projects and assists in the creation and coordination of project plans and activities, and monitoring of contract deliverables.Demonstrating business and technical acumen to ensure deliverables and expected outcomes align with the Business Case.Communicate with stakeholders to understand business needs, capturing risks, issues and decisions as requiredDeveloping change management plans for projects and/or change initiatives.Assisting in defining the project scope and deliverables.Maintaining project records, databases and project files, entering project information into planning software to ensure that all documents and notes are compliant with industry requirements; generating financial summaries where required.Developing and maintaining project key performance indicators.Setting review schedules, assessing project progress and implementation recommendations or addressing changes needed to stay on time and budget.Providing general project information to inquiries received via all incoming channels.Reviewing and approving vendor invoices and development of support documentation.Managing administrative tasks and organizing documentation for project diligence.Assisting in managing project budget, timelines, and resource allocations.Assisting in preparation of project status reports and other project documentation as required.Acting as a resource person for project team members.Performing other duties as assigned.The ideal candidate will possess:
Bachelor’s degree in business, Economics, Statistics, or equivalent experience.Project Management (e.g. PMP, CSM, BBA, BS or applicable experience within the industry and function).5-8 years of project management experience, including overseeing timelines, budgets, and cross-functional teams in the financial services or private wealth management industry.Familiarity with wealth management platforms, CRM systems, and project management tools, with 2-3 years of experience managing relationships with high-net-worth clients and stakeholders.Proficiency with the MSOffice suite, including MS Project, Word, Excel, Powerpoint, Teams, and Outlook.Proficiency with the Project Management tools (e.g. Atlassian).Leading various size projects and assists the project manager in the creation and coordination of project plans and activities, and monitoring of contract deliverables.Demonstrating business and technical acumen to ensure deliverables and expected outcomes align with the Business Case.Developing change management plans for projects and/or change initiatives.Assisting in defining the project scope and deliverables.Maintaining project records, databases and project files, entering project information into planning software to ensure that all documents and notes are compliant with industry requirements; generating financial summaries where required.Developing and maintaining project key performance…
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