Operations and Marketing Associate

Job description

Operations & Marketing Associate Location: This posting is for an existing vacancy in Wellington-Altus’ 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: This role supports the long-term operational strength and continuity of a high performing Wealth Management team currently executing strategic growth. As we evolve into a streamlined structure, this position plays a central role in ensuring operational excellence and scalability. This role works closely with firm leadership to gain deep expertise in our business processes, client service...