Wellington-Altus Jobs in Canada

A leading financial services firm in Calgary is seeking an Insurance Associate to drive life insurance sales and support advisors in delivering insurance solutions. The ideal candidate will have a bachelor's degree, 2-4 years of relevant experience, and LLQP certification. This r ...

+The Business Systems Enablement Analyst will support the development and implementation of system processes policies procedures.+ · +Client Data Management · Ensure accurate timely entry client-related data across multiple business systems. · ...

+Job Summary · The Vice-President Platform Owner Advisor Experience VP is a business leader responsible for the vision strategy and performance of the firm s advisor client technology ecosystem.+QualificationsA degree or diploma in Business Information Systems or related field re ...

The Investment Associate helps ensure the efficiency of the advisory practice by supporting portfolio administration, coordinating client requests and contributing to a high-quality client experience. · ...

This on-site posting is for an existing vacancy in Wellington-Altus's Winnipeg office. · Client Service Support: Assist licensed professionals in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records. · Serve as a point ...

This posting is for an existing vacancy in Wellington-Altus's Winnipeg office. Reporting to the Senior Manager, Operations Account Services & Support The Operations Assistant will support our Wealth Advisors and associates to ensure quality control of documents and that procedure ...

Job summary · Reporting to the President, iAS, the Head of Advisor Engagement Western Region is responsible for overseeing and enhancing relationships with Investment Advisors in Alberta BC and the western parts of Saskatchewan. · This role is critical in ensuring that iAS produc ...

Network Engineer · This is a critical role that requires expertise in designing, maintaining and resolving network issues for our cloud and on-premises digital connectivity systems. · Cloud Networking: · Degree level knowledge of Cloud Edge components including deploying them to ...

Job Description · The role of Compliance Analyst supports WAPC and WAUSA by providing primary compliance support to ensure adherence to regulatory requirements and internal policies. · ...

We are looking for a Client Experience Associate to join our team. As a key member of the team, you will be responsible for providing exceptional service to clients and internal operations. · Act as a friendly & knowledgeable point of contact for clients. · Coordinate and complet ...

This posting is for an existing vacancy in either Wellington-Altus's Toronto or Calgary office. · We are seeking a Supervisor to join our team at Wellington-Altus Private Counsel Inc. The ideal candidate will possess experience with compliance and supervision roles within investm ...

This posting is for an existing vacancy in Wellington-Altus's Winnipeg office. · Ownership of the WAPC HubServe as the primary point of contact and provide outstanding support to the advisory teams within Wellington-Altus Private Counsel.Handle queries, escalations, and provide t ...

Join to apply for the Administrative Associate role at Wellington-Altus. · Location: This on-site posting is for an existing vacancy in Wellington-Altus's Victoria office. · Our organization · Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to ...

Business Operations Role Overview · Maintain custodian relationships across all W-A business entities. · Collaborate cross-functionally with various departments to ensure smooth execution of advisor-facing initiatives. · Promote a culture of collaboration and continuous improveme ...

Job Description · We are looking for a Security Analyst to fortify our organization's digital infrastructure by conducting comprehensive security configuration reviews, managing security incidents, and implementing robust measures to harden our environment. · The ideal candidate ...

This posting is for an existing vacancy in our Calgary office. · Greeting and welcoming visitors in a warm, professional manner—both in person and over the phone—ensuring all inquiries are answered or appropriately directed to the relevant team member. · ...

The Branch Administration Support is responsible for assisting in the effective coordination and execution of daily branch operations, providing essential administrative and operational support to ensure the branch functions smoothly and efficiently. · Supporting day-to-day opera ...

The Administrative Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. · ...

The Business Operations Specialist role within Operations will support strategic projects focused on enhancing operational efficiency and client service quality.This role will be required to gather, review and analyze data and processes, record and monitor progress. · ...

We are seeking a Transition Associate to support our Transitions team. The successful candidate will have exceptional client service skills, a keen eye for detail, and strong organizational abilities. · Prepare account documentation & complete quality control processes · Review P ...