Investment Associate

Job description

Investment Associate Location: This posting is for an existing vacancy in Wellington-Altus’s Barrie 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 Advisor, the Investment Associate will act as a resource person for clients and assists Senior Wealth Advisors with administrative tasks and transaction processing related to managing client accounts. The Investment Associate plays a crucial role in building client relationships, and ensuring compliance with relevant regulations set forth by CIRO. Key Responsibilities I...