Senior Financial Analyst, Wealth Strategy

Job description

Senior Financial Analyst, Wealth Strategy Location: This posting is for an existing vacancy in Wellington-Altus’ 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 Vice-President, Wealth Strategy & Advisor Enablement, the Senior Financial Analyst, Wealth Strategy will be responsible for building and maintaining the firm’s data analytics set and reporting suite. The incumbent will have a sound understanding of the Canadian Wealth Management industry, familiar with core concepts around unique AUA and revenue platforms and streams, Advisor Compensation...