Investment Associate at Wellington-Altus

Elevate your career with Wellington-Altus in Toronto as an Investment Associate. This role focuses on client support and transaction processing in a dynamic financial environment.

As an Investment Associate, you will collaborate closely with Investment Advisors, ensuring seamless administrative support and effective communication with high-net-worth clients. Your contributions will drive exceptional client service, assisting in meeting preparations, and ensuring compliance with firm policies. This position is ideal for detail-oriented individuals seeking a role in wealth management.

Key Responsibilities:

• Build strong client relationships through responsive communication

• Assist advisors in client meeting preparations and follow-up

• Complete account processing accurately, including RRSP to RRIF conversions

• Process client transactions with high accuracy

• Maintain organized client files and records in compliance

Requirements:

• Post-secondary education in finance or business administration

• 3+ years in wealth management or client-facing roles

• Registration with CIRO as an Investment Representative

• Strong command of English and excellent problem-solving skills

• Proficiency in MS Office, with an eye for detail

Drive client satisfaction and operational excellence as an Investment Associate at Wellington-Altus.
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