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ScotiaMcLeod Administrative Associate - Barrie
Scotiabank
Barrie, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
ScotiaMcLeod Administrative Associate - Regina
Scotiabank
Regina, Saskatchewan
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Northleaf Capital Partners
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…is focused exclusively on sourcing, evaluating and managing private markets investments. Northleaf manages closed and open-end funds across a range of global private markets strategies and…
ScotiaMcLeod Regional Associate (Contract)
Scotiabank
Vancouver, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
ScotiaMcLeod Regional Associate (Contract)
Scotiabank
Vancouver, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Associate
Wellington-Altus
ON
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Associate
Wellington-Altus
AB
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Associate
Wellington-Altus
Gibsons, BC
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Administrative Associate
Wellington-Altus
AB
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Marketing Associate
Wellington-Altus
Toronto, ON
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Associé / Associate
Wellington-Altus
Kirkland, Quebec · Montreal, Quebec
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Administrative Associate (Part - Time)
Wellington-Altus
Parksville, BC
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Supervisor
Wellington-Altus
Toronto, ON
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Analyst, Business Systems Reporting
Wellington-Altus
Winnipeg, MB
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Senior Associate, Business Development
Canaccord Genuity Group Inc.
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Five or more years of relevant financial services or business development experience, preferably in private wealth management, private banking, asset management, insurance, accounting, or…
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Scotiabank
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…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Trust Associate, Scotiatrust - Montreal/Quebec City
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Canaccord Genuity Group Inc.
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Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, Financial Planning to join the MacInnes Group in our Oakville office. Led by William MacInnes, Senior…
Associate Investment Advisor
Canaccord Genuity Group Inc.
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Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate Investment Advisor to join the MacInnes Group in our Oakville office. Led by William MacInnes, Senior…
ScotiaMcLeod Administrative Associate - Kingston, Ontario
Scotiabank
Kingston, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
ScotiaMcLeod Administrative Associate - Toronto Plaza
Scotiabank
Toronto, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
ScotiaMcLeod Administrative Associate - West Vancouver
Scotiabank
West Vancouver, British Columbia
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Associate Branch Manager, Wood Gundy-Bilingual
CIBC
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…meet client needs (i.e. Commercial Banking, Business Banking, Private Wealth Management, and Retail Distribution). Build a culture of collaboration across multiple client offers (One CIBC)…
PIA Client Service Associate
TD
Montreal, QC
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TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
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TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…

Wellington-Altus

Associate

ON, Canada

Full-time

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

Jump to the original description

Responsibilities

The Associate will provide administrative and operational support to the investment team by managing client relationships and maintaining accurate records. They are responsible for preparing reports, handling account-related documentation, and ensuring compliance with industry regulations.

Requirements

Candidates should possess a bachelor's or master's degree in a business-related field and have 2-5 years of experience in the financial services industry. Proficiency in Microsoft Office is required, while experience with Salesforce and Croesus, as well as holding a CSC/CPH certification, are considered assets.

Experience

2 to 5 years

Education

bachelor degree
postgraduate degree

Working hours

40 hours per week

Job type

Full-time

Work arrangement

On-site

Skills

Client service
Administrative support
Account management
Reporting
Microsoft Office
Word
Excel
Powerpoint
Teams
Outlook
Croesus
Salesforce
Time management
Communication
Problem-solving
Critical thinking

Benefits

Health insurance
Accident insurance
Life insurance
Discretionary bonuses

Minimum pay

$40,000

Maximum pay

$60,000

Pay currency

CAD

Pay period

YEAR

Visa sponsorship

Not detected in the job text

Keywords

Financial services
Wealth management
Investment dealer
Administrative support
Client relations
Compliance
Reporting
Account management
Microsoft Office
Croesus
Salesforce
CSC
CPH
CIRE
Investment advisor
Operations
Data entry
Documentation
Confidentiality
Financial reporting

Original job description

Associate

Location: This position will be based in Sudbury, ON.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and 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. With more than $50 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.

*Report on Business 2025 rankings. **Investment Executive 2026 Brokerage Report Card.

The opportunity:

Reporting to the Lead Investment Advisor, the 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 Associate will act as a resource person for Associates and Advisors on the team, and will do so by completing administrative tasks, reporting, and account-related activities for the team.

Key responsibilities include:

Client Service Support

Assisting licensed professionals in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records.
Serving as a point of contact for clients and ensuring their needs are addressed promptly and effectively.
Acting as a liaison between clients and licensed professionals, conveying messages and coordinating follow-up actions.

Administrative and Operational Support

Acting as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips).
Completing a variety of administrative tasks related to account management such as preparing DocuSign information.
Preparing daily reports for the Investment Associates and Investment Advisors.
Providing information, where requested and approved by an Associate or Advisor, on the status of a client’s account and providing account balances, quotes and other marketing information.
Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
Performing general administrative tasks (ex: preparing letters, client communication pieces, etc.).
Proactively staying informed and up to date regarding Company policies and procedures and compliance updates.

The ideal candidate will possess:

Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
Experience working with Croesus and Salesforce considered an asset.
A bachelor's or master's degree in business administration, accounting, finance or related field, or equivalent work experience.
2-5+ years’ financial services industry experience working in a high growth environment.
2+ years’ experience in a customer/client-service facing role.
Equivalent combination of education and experience may be considered.
Experience in the wealth management or other regulated industry is a strong asset.
Valid CSC/CPH or Canadian Investment Regulatory Exam (CIRE) is considered an asset.
Demonstrated ability to manage day to day responsibilities and long-term priorities with a high degree of accountability and reliability.
Proven ability to take initiative and work independently in a dynamic environment.
Strong understanding of ethical conduct, integrity, and client confidentiality requirements.
Commitment to delivering exceptional client service.
Strong interpersonal skills with the ability to communicate effectively and collaborate across multiple mediums (in-person, over the phone, and virtually).
Proven problem-solving and critical thinking skills.
Strong organizational and time management skills.
Ability to manage ambiguity and effectively prioritize a high volume of competing demands.
Strong written and verbal communication skills.
Ability to maintain the highest levels of confidentiality.

Compensation & Benefits:

Range $40,000 - $60,000 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 position.

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