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Added 14 mins ago
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Personal Banking Associate - Metcalfe (18.75 hours)
TD
Montreal, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 14 mins ago
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Personal Banking Associate - Queen-Mary (Full Time)
TD
Montreal, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 14 mins ago
SL
ServiceNow Associate Software Engineer
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
As a ServiceNow Associate Software Engineer in our Corporate IT division, you'll be at the heart of designing, developing, and supporting business-critical applications that power Sun…
Added 14 mins ago
MU
Associate Director of Administration
McGill University
Glen · MUHC-GLEN
- Full-time
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Added 1 hour ago
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TD Curatorial Assistant
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…encourage greater career opportunities within the public gallery field, providing an emerging curator with meaningful work experience in a professional environment. The incumbent will be…
Added 2 hours ago
ME
Cloud Engineer
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Oshawa, ON · Greater Oshawa Metropolitan Area
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Added 2 hours ago
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IT Project Manager
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Mississauga, ON
- Full-time
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Added 2 hours ago
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Operations Associate
Wellington-Altus
Winnipeg, MB
- Full-time
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…
Added 4 hours ago
MD
Construction Project Operations Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Construction Project Operations Manager
Added 5 hours ago
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Millwork Engineer / CNC Programmer
Giffin Interior
Engineer, BC
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Added 6 hours ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
Completed college and/or university diploma in a related field such as business, finance, accounting, management information systems, computer science, operations, administration, or…
Added 6 hours ago
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Manager, Premium Services (Rogers Place)
Compass Group Canada
AB · Edmonton, AB
- Full-time
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Director, Office of Education
University of Alberta
Edmonton, AB
- Full-time
…being a key conduit with the Service Partners in the related field to ensure optimal delivery of…
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Distribution Center Loss Prevention Coordinator
TJX Canada – Winners, Marshalls, HomeSense
Brampton, ON
- $44,197.5 to $61,876.5 CAD / year
- Full-time
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Added 11 hours ago
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Operations Geologist - NAm Well Operations
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Calgary, AB
- Full-time
We are seeking an Operations Geologist - NAm Well Operations for a temporary part-time role based in the Calgary office. Candidate must be highly motivated, customer focused and work well…
Added 11 hours ago
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(CAN) Associé du rayon de l’électronique
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- Full-time
A Department Specialized Associate, this Associate drives sales in a highly specialized part of our business. Product knowledge in this field is at a premium.
Added 11 hours ago
UO
Administrative Assistant
University of Waterloo
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…leaders in the Secretariat. The role ensures coordinated office operations, sound financial administration, and consistent application of institutional policies and procedures. By providing…
Added 12 hours ago
C
Analyste d’affaires – D365 Business Central
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Analyste d’affaires – D365 Business Central (Secteur Manufacturier)
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Added 13 hours ago
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Personal Banking Associate - Ste-Dorothée (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 15 hours ago
VG
Executive Assistant
Vuntut Gwitchin Government
Old Crow, YT
- Full-time
Operations – Ensures the daily business of Chief & Council, the Executive and Whitehorse Office is conducted efficiently and in a professional manner. Coordinates required travel, with…
Added 16 hours ago
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Operations Manager
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Winnipeg, MB
- Full-time
Education: High school diploma or GED required; an Associate or Bachelor’s degree in Operations Management, Engineering, Business, or related technical field is preferred.

Wellington-Altus

Operations Associate

Winnipeg, MB, R3B 3K6, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 4, 2026

Original job description

Operations Associate

Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg 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, Operations Account Services & Support, The Operations Assistant will support our Wealth Advisors and associates to ensure quality control of documents and that procedures are properly implemented and maintained.

Key responsibilities include:

Assist in establishing department procedures, implementing, and continually reviewing them to create efficiencies.
Provide timely and accurate responses to documentation queries and account opening requests from internal departments and investment advisor teams.
Doc Support Inbox: Manage, resolve, and assign tickets to appropriate teams and departments.
Monitor ticketing systems within internal platforms and manage day-to-day workflow operation processes.
Collaborate with other departments to support account opening within the organization.
Manage returned mail and hold mail requests following internal department processes.
Maintain electronic copies of all submitted documentation within Advisor Connect and Croesus.
Provide clients with signed documentation and welcome packages via electronic signature platforms.
Advisory Team Relational Support: Resolve issues, answer inquiries, attend meetings, and coordinate with departments and third-party stakeholders to provide optimal client support
Perform other duties as assigned.

The ideal candidate will possess:

College or University undergraduate degree in a related field, or equivalent work experience.
1-2 years of financial services industry experience, preferably in an administrative or operational capacity.
1-2 years’ experience in a customer/client-service- facing role.
Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Experience using Croesus, iMost, Net Rep, Thompson One.
Demonstrate exceptional accountability, reliability, adaptability, and innovation in daily tasks and long-term objectives.
Exhibit an excellent attitude and unwavering commitment to providing extraordinary service. Showcase meticulous attention to detail in all responsibilities.
Possess exemplary interpersonal skills with the ability to communicate effectively and work collaboratively across various mediums (in-person, over the phone, and virtually).
Display strong organizational skills to manage tasks efficiently.
Utilize strong critical thinking and superior written and verbal communication skills.
Maintain the highest levels of confidentiality in all matters.

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.

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More about this job

Responsibilities

The Operations Associate will support Wealth Advisors by ensuring quality control of documentation and implementing efficient department procedures. They are responsible for managing ticketing systems, resolving account opening queries, and maintaining accurate electronic records.

Requirements

The ideal candidate holds a college or university degree and has 1-2 years of experience in the financial services industry. Proficiency in Microsoft Office and specific financial software platforms is required, along with strong communication and organizational skills.

Skills

Financial services
Operations
Customer service
Documentation management
Microsoft Office
Croesus
IMost
Net Rep
Thompson One
Accountability
Attention to detail
Interpersonal skills
Communication
Critical thinking
Organizational skills
Confidentiality

Visa sponsorship

Not detected in the job text

Keywords

Operations Associate
Financial Services
Wealth Management
Investment Dealer
Account Services
Documentation
Quality Control
Ticketing Systems
Workflow Management
Advisor Connect
Croesus
IMost
Net Rep
Thompson One
Microsoft Office
Word
Excel
PowerPoint
Teams
Outlook
Client Support
Administrative
Operational Efficiency
Confidentiality
Investment Advisor

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