Associate

Job description

Associate Location: This posting is for an existing vacancy in Wellington-Altus’ Kelowna 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 Senior Wealth Advisors, the Associate provides support to the team across both planning‑related tasks and core operational functions. The role assists with the creation and updating of comprehensive financial plans and goals‑based reporting for High Net Worth and Ultra High Net Worth clients, under the guidance of licensed team members. This position also contributes to a wide range of administ...