Associate

Job description

Associate Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (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., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 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 Senior Portfolio Manager, the Associate will act as a resource person for clients and assist Senior Wealth Advisors with administrative tasks and transaction processing related to managing client accounts. The Associate plays a crucial role in building client relationships, and ensuring compliance with relevant regulations set forth by CIRO. Key responsibilities include: Relationship Management & Client Consultation - Buildin...