Associate, Financial Planning

Job description

Associate, Financial Planning Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto 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 Sr. Investment Advisor & Sr. Portfolio Manager, the Associate, Financial Planning, supports the delivery of personalized financial planning and relationship management for a growing client base. This role complements the lead advisor by handling financial plans, engaging clients in meaningful conversations about their goals, and guiding them through investment and planning...