Jobs in Canada

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Added 34 mins ago
SD
Beauty Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Full-time
Work in conjunction with the Associate-Owner and Front Store Manager
Added 34 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Saskatoon, SK
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 49 mins ago
U
Associate Manager - Community Team (Assassin's Creed)
Ubisoft
Montreal, QC
- Full-time
…including content creation and player insights and feedback. The Associate Manager, Community Team, will be responsible for overseeing the daily operations of a team of Community Managers…
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Evening
Shoppers Drug Mart
Port Elgin, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
WC
Customer Service Manager
Walmart Canada
Grand Falls-Windsor, NL
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
Sanitation Associate - Royal Canin (Guelph, ON) $3,000 Sign-On Bonus
Mars
Guelph, ON · RGU-Royal Canin, Guelph, Canada
Added 3 hours ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Estevan, SK
- Full-time
…and escalate cash or technical issues to the Customer Service…
Added 3 hours ago
LO
Warehouse Associate Full-time
Lowe OPCO Inc
Edmonton, AB
- Full-time
This position reports to the Warehouse Manager, with daily task direction provided by the Line Lead.
Added 3 hours ago
LO
Warehouse Associate Part-Time
Lowe OPCO Inc
Edmonton, AB
- Part-time
The Warehouse Associate plays a critical role in supporting daily warehouse operations by preparing, packaging, labeling, and shipping products according to company and Amazon…
Added 3 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
AB · Edmonton, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 3 hours ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Thunder Bay, ON
- Full-time
…and escalate cash or technical issues to the Customer Service…
Added 3 hours ago
A
Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 3 hours ago
WC
Consumables Associate
Walmart Canada
Port Coquitlam, BC
- Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 3 hours ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Thunder Bay, ON
- Full-time
…and escalate cash or technical issues to the Customer Service…
Added 3 hours ago
WC
(CAN) Cashier
Walmart Canada
Thunder Bay, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 3 hours ago
Part Time Pharmacy Assistant
Walmart Canada
Burnaby, BC
Assisting with OTC Operations and ordering, stocking, cashier duties as assigned by OTC Manager and/or Pharmacist.
Added 3 hours ago
B
Associate, Equity Derivatives Trade Desk Support
BMO
Toronto, ON · FCP
- Full-time
Equities Derivative Trade Desk Support Associate works closely with the Global Structured Products trading desks providing desk support services for all pre and post execution events. The…
Added 4 hours ago
C
Sales Associate - Claire's Kildonan Place
Claire's
MB · Manitoba, Canada
- $16 to $17 USD / hour
- Part-time
As a Sales Associate, you are both a brand ambassador and a certified Piercing Specialist, delivering safe, professional piercing services while creating welcoming, energetic, and…
Added 4 hours ago
C
Sales Associate - Claire's Intercity Shopping Centre
Claire's
Thunder Bay, ON
- $17 to $18 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 4 hours ago
W
Customer Service Manager
Walmart
Grand Falls-Windsor, NL
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 5 hours ago
LC
Beauty Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Barrie, ON
- Full-time
Work in conjunction with the Associate-Owner and Front Store Manager
Added 5 hours ago
C
Sales Associate
Claire's
Rocky View No 44, AB · Rocky View County, AB
- $16 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 5 hours ago
W
(CAN) Front End Checkout Team Associate
Walmart
Toronto, ON
- Part-time
7.Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 6 hours ago
W
Pharmacy Assistant Part-time
Walmart
Pembroke, ON
- Part-time
7. Assisting with OTC Operations and ordering, stocking, cashier duties as assigned by OTC Manager and/or Pharmacist.
Added 6 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Burnaby, BC
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…

Wellington-Altus

Associate (Lions Gate Private Wealth Counsel)

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 8, 2026
Experience: 1-3 years of experience in wealth management, financial services industry, or customer service.
Posting language: English
Posted: Oct 9, 2026

Original job description

Location: This posting is for an existing vacancy in Wellington-Altus’s Vancouver office.

Our organization:

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

Investment Executive 2026 Brokerage Report Card.
Report on Business 2026 rankings.

The Team: Lions Gate Private Wealth Counsel

Joining Lions Gate means becoming part of a collaborative team that is passionate about helping clients make better financial decisions. We combine expertise in investment management, financial planning, retirement, insurance, tax, and estate strategies to deliver a truly integrated wealth management experience.

Supported by Wellington-Altus and an extensive network of professional partners, our team works together to provide exceptional advice, proactive service, and long-term guidance to successful families, professionals, business owners, and retirees. Rather than operating in silos, we leverage the strengths of each team member to create better outcomes for our clients and a more rewarding experience for our team.

The opportunity:

Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative, client service, and operational support. This role works closely with the Advisor and team members to ensure efficient processes, timely execution of tasks, and positive client experience.

The successful candidate is detail-oriented, organized, and able to manage competing priorities while exercising sound judgment and professionalism in a fast-paced environment.

Key responsibilities include:

Client Service & Relationship Support
- Provide professional, timely, and responsive service to clients, serving as a key point of contact between clients, Advisors, and internal teams.
- Support Advisors by coordinating meetings, preparing client materials, responding to inquiries, assisting with account-related requests, and providing approved account and transaction updates.
- Track, coordinate, and follow up on client requests to ensure accurate and timely resolution.
Account Administration & Transaction Support
- Open, maintain, and update client accounts, records, and documentation while ensuring accuracy and completeness.
- Assist with account-related administrative activities, including the preparation, review, and processing of forms, electronic documentation, and client transactions in accordance with firm policies and licensing requirements.
- Maintain accurate client files and records within applicable systems and databases.
Operational & Administrative Support
- Provide administrative and operational support to Advisors and team members, including report preparation, correspondence, presentations, and other client-related materials.
- Support day-to-day office operations, meeting coordination, document management, and other administrative activities as required.
- Assist with reporting, data maintenance, process improvements, and special projects that enhance team efficiency and effectiveness.
- Work independently to manage priorities while collaborating effectively with the broader team.
Compliance & Risk Management
- Ensure all activities are completed in accordance with regulatory requirements, firm policies, and internal procedures.
- Maintain the confidentiality and security of client information.
- Collaborate with internal departments to support client service needs and operational requirements.
Perform additional duties and special projects as assigned.

The ideal candidate will possess:

Bachelor’s degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.
1-3 years of experience in wealth management, financial services industry, or customer service.
Industry licensing and designations are not required. However, experience with or an interest in pursuing industry credentials, such as Investment Representative (IR) or Registered Representative (RR) designation, would be considered an asset. Support and development opportunities may be available for the right candidate.
Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Experience working with Croesus and Maximizer is considered an asset.
Strong attention to detail and commitment to accuracy.
Excellent organizational and time-management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
Demonstrated ability to take initiative, think critically, solve problems, and exercise sound judgment in decision-making.
Ability to analyze information from multiple sources, identify connections, and work through complex client and operational situations independently.
Strong verbal and written communication skills, with the ability to build positive relationships with clients and colleagues.
Professional, trustworthy, and dependable, with the ability to handle confidential and sensitive information with discretion.
Self-motivated and eager to learn, develop new skills, and grow within the financial services industry.
Adaptable and comfortable working in a dynamic environment with changing priorities and ambiguity.
Able to work independently with minimal supervision while contributing effectively as part of a collaborative team.
Positive, relationship-oriented team player who values collaboration, supports colleagues, and contributes to a strong team culture.

Compensation & Benefits:

Range $45,000 - $55,000 annually.

This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked.

Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

Conditions of employment:

Must be legally eligible to work in Canada.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at https://www.wellington-altus.ca.

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More about this job

Responsibilities

Provide client service and relationship support, coordinate meetings and requests, and assist with account administration and transaction processing. Support the team’s daily operations, maintain accurate records, and ensure work complies with regulatory requirements and firm policies.

Requirements

A bachelor’s degree in business administration, finance, or a similar field, or equivalent education and experience, is sought, along with 1–3 years of relevant experience. Candidates should have strong organizational, communication, and problem-solving skills, proficiency with Microsoft Office, and the ability to handle confidential information; industry licensing is not required.

Skills

Client Service
Relationship Management
Account Administration
Transaction Processing
Attention to Detail
Organization
Time Management
Problem-Solving
Critical Thinking
Written Communication
Verbal Communication
Confidentiality
Microsoft Office
Croesus
Maximizer
Compliance

Benefits

Health Insurance
Accident Insurance
Life Insurance
Discretionary Bonuses
Other Location-Specific Benefits

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment Management
Financial Planning
Retirement Planning
Insurance
Tax Strategies
Estate Strategies
Client Service
Relationship Support
Account Administration
Client Transactions
Electronic Documentation
Regulatory Compliance
Risk Management
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Teams
Microsoft Outlook
Croesus
Maximizer
Investment Representative
Registered Representative
Client Records
Process Improvement

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