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Added 3 hours ago
CC
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Wellington-Altus

Associate (National Advisory Desk)

Toronto, ON, M5V 3L3, Canada

Full-time

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Job details

Job type: Full-time
Experience: 3+ years of experience in wealth management.
Posting language: English
Posted: Oct 28, 2026

Original job description

Associate, National Advisory Desk

Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto 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 opportunity:

Reporting to the Senior Manager, Ontario, the Associate is an administrative and client-facing role that moves client households from advisors into NAD. The Associate builds and submits transition client lists, contacts clients to book their introductory meetings with the Lead Advisor, and arranges advisor meetings with the Senior Manager, NAD. The Associate also supports the Lead Advisor with their client list, runs the NAD inbox and phone lines, and provides continuity of service if the Lead Advisor is unavailable.

Key responsibilities include:

Client transitions into NAD
Create each transition client list and send it to Doc Support, confirming accuracy and completeness before submission.
Execute the client contact plan: call each transitioning household, explain the move to NAD, and book the introductory meeting with the Lead Advisor.
Track every household through the transition (contact attempts, meeting booked, meeting held, open items) in the NAD Excel CRM workbooks and escalate stalled files to the Senior Manager.
Keep client records accurate and current in line with firm and CIRO books and records requirements.
Advisor engagement
Contact advisors to book meetings with the Senior Manager, NAD.
Coordinate meeting logistics and record outcomes and next steps.
Lead Advisor support
Support the Lead Advisor in managing their client list, including booking meetings, completing administrative tasks, and speaking with clients as directed.
Provide continuity of service for the Lead Advisor’s client list during absences or a change in coverage.
Take on client households as assigned by the Senior Manager once fully trained and approved.
Desk operations
Manage the NAD shared inbox: monitor it throughout the day, respond or route each item promptly, and keep it organized.
Answer NAD phone lines, resolve or route each call to the right person, and log the outcome.
Complete other tasks as assigned by the Senior Manager, NAD.
Compliance
Follow CIRO rules and firm policies on KYC, suitability, and client communications.
Keep complete and accurate records of client contact and instructions.
Always protect client privacy and confidentiality.
Escalate complaints, errors, suspected misconduct, and policy breaches immediately.
Act only within the approved registration category and under the supervision of the Senior Manager, NAD.

The ideal candidate will possess:

A degree or diploma in business administration, accounting, finance or related field, or equivalent work experience.
3+ years of experience in wealth management.
Experience supporting advisors or a team in a wealth management practice.
Experience managing high volumes of client calls and a shared inbox.
Active CIRO Registered Representative (RR) status from the start date.
Maintain active CIRO registration and complete all continuing education, training, and attestations on time.
Client communication: explains change clearly, handles questions calmly, and moves each call to a booked next step.
Organization and follow-through manage many open files at once and close them out.
Accuracy: produces client lists, records, and CRM entries without errors.
Judgment: knows what to handle, what to route, and when to escalate.
Discretion: protects confidential client and firm information.
Ownership: takes on work as assigned and adapts as volume grows.
Collaboration: works well with the Senior Manager, Lead Advisor, advisors, and Doc Support.
Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Experience tracking client files in Excel-based tools (including the NAD CRM workbooks).

Compensation & Benefits:

Range $48,000 - $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 role.

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More about this job

Responsibilities

The Associate manages client transitions into the National Advisory Desk, including coordinating meetings and maintaining accurate client records. They also provide administrative support to the Lead Advisor and manage desk operations such as shared inboxes and phone lines.

Requirements

Candidates must have 3+ years of wealth management experience and an active CIRO Registered Representative status. A degree or diploma in business, accounting, or finance is required, along with proficiency in Microsoft Office and CRM tools.

Skills

Wealth management
Client relations
CRM management
Administrative support
CIRO compliance
KYC
Client communication
Excel
Microsoft Office
Data accuracy
Conflict resolution
Time management
Organization
Attention to detail

Benefits

Health insurance
Accident insurance
Life insurance
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
CIRO
Registered Representative
CRM
Client transitions
KYC
Suitability
Administrative support
Microsoft Office
Excel
Word
PowerPoint
Outlook
Teams
Financial services
Investment dealer
Client onboarding
Compliance
Data management
High-net-worth clients

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