Coordinator, Wealth Products

Job description

Coordinator, Wealth Products 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 AVP, Central Overlay Group Ops, the Coordinator, Wealth Products will leverage strong communication skills to provide exceptional and timely administrative support to Advisors and their Associates. As a main point of contact for the Wealth Products team, the successful candidate will play an integral role in the Platinum Private Portfolio product offering, suppor...