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Wellington-Altus

Associate

AB, Canada

Job type: Full-time

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At a glance

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

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Responsibilities

The Associate manages client relationships and delivers investment management services to high-net-worth families in collaboration with Senior Portfolio Managers. They are also responsible for coordinating client meetings, maintaining documentation, and ensuring compliance with industry regulations.

Requirements

Candidates must have at least 5 years of wealth management experience and a bachelor's degree in a relevant field. Required qualifications include Registered Representative licensing and completion of the Wealth Management Essentials program.

Experience

5 to 10 years

Education

bachelor degree

Working hours

40 hours per week

Work arrangement

On-site

Skills

Wealth management
Investment management
Portfolio management
Financial planning
CRM
Regulatory compliance
Analytical skills
Problem-solving
Communication skills
Microsoft Office
Excel
Conquest
Maximizer
Investment products
Administrative support

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
High-net-worth
Portfolio management
Registered Representative
WME
CFP
PFP
CRM
Maximizer
Conquest
Investment dealer
Compliance
Financial markets
Client services
Investment products
Administrative policies
Family office
Wealth management strategies
Regulatory requirements
Data management

Original job description

Associate

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

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:

As a key member of the West Oak Family Office (West Oak) team, the Associate plays an integral role in managing client relationships and delivering exceptional investment management and family office services to West Oak’s high and ultra-high-net-worth clients.

Key responsibilities include:

Working closely with Senior Portfolio Managers to deliver exceptional wealth management services to high-net-worth and ultra-high-net-worth families.
Proactively managing and maintaining relationships with clients, building trusted relationships, delivering a proactive, highly personalized client experience.
Preparing and coordinating client meetings, agendas, meeting materials, and proactively following up with clients.
Attending client meetings, as requested.
Collaborating with internal teams, including planners, associates and traders, to deliver comprehensive wealth management solutions and bespoke services to clients.
Proactively contributing to the development of best practices and taking steps to improve operational policies, processes and practices.
Staying up to date on firm and industry administrative and compliance policies and procedures.
Maintaining up-to-date client records and utilizing CRM tools to efficiently manage tasks and maintain client documentation.
Ensuring compliance with regulatory requirements and company policies and maintaining exemplary client files.
Performing other duties and projects, as assigned.

The ideal candidate will possess:

A minimum 5+ years of experience in wealth management in a direct client support role.
A bachelor’s degree in finance, business administration, economics or a related field of study.
Registered Representative (RR) licensing, and in good standing.
Completion of the Wealth Management Essentials (WME) program.
Professional designation of CFP, PFP is an asset.
Life and A&S Insurance licensing and operational insurance experience is an asset.
A strong understanding of financial markets, investment products, advanced wealth management strategies.
In-depth knowledge of investment industry rules, regulations, policies and procedures.
Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.
Detail-orientation, with strong analytical and problem-solving skills.
An ability to work independently and as part of a team in a fast-paced, dynamic environment.
Exceptional customer service skills and a high level of professionalism.
Strong organization skills and demonstrated ability to manage multiple tasks and prioritize effectively.
Proficiency in Microsoft Office Suite (particularly Excel) and working knowledge of financial planning software applications (Conquest) and CRM applications (Maximizer).

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://wellington-altus.ca/Careers.

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