Senior Analyst in Wealth Management

Advance your career as a Senior Analyst in Wealth Management with Wellington-Altus in Toronto. Lead data analytics and reporting to support advisors and firm executives.

Wellington-Altus Financial Inc. is looking for a Senior Financial Analyst specializing in Wealth Strategy. This position involves building robust data analytics and generating reports critical to high-net-worth client services. Your experience in wealth management will be pivotal in enhancing advisor compensation administration and decision-making processes.

Key Responsibilities:

• Build and maintain advisor-level data analytics

• Prepare detailed monthly reports for stakeholders

• Conduct ad hoc data analyses for policy discussions

• Manage aspects of Advisor Compensation tracking

Requirements:

• Bachelor’s degree in finance or equivalent

• 3-5 years of experience in a relevant role

• Strong skills in Microsoft Excel

• CPA or equivalent certification is a plus

• Strong analytical and organizational skills required

Utilize your expertise to drive impactful financial strategies at Wellington-Altus.
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