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Added 13 mins ago
OL
Server - Part Time
Optima Living
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- Part-time
Reporting to either the Food Services, Support Services or Hospitality Manager, the Server provides courteous meal service to residents and guests, sets up and maintains dining areas, and…
Added 13 mins ago
In Store Bakery - Manager Bakery
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St. Marys, ON
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Added 13 mins ago
WG
Assistant Project Manager - Dewatering
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- Full-time
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Added 13 mins ago
AC
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- Full-time
Maintain high quality control and apply specialized knowledge to anticipate, identify and address issues relevant to the client’s business, financial entries and reports
Added 13 mins ago
SL
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Added 13 mins ago
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Manufacturing Quality Assurance Manager
Prysmian
Prescott, ON
- Full-time
This position reports to the Canada Regional Quality Manager. The Prescott, ON, Canada facility produces low voltage, and medium voltage power cables. The Quality Manager will be…
Added 43 mins ago
ZS
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Experience defining governance and quality KPIs/KRIs, control evidence, data issue workflows, auditability and executive reporting.
Added 43 mins ago
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Electrical Engineering Specialist
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…and modular data centers. We pride ourselves on innovation, quality, and delivering tailored solutions to meet our clients' unique…
Added 43 mins ago
Sort Supervisor
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Conduct quality checkups and sorted freight and inbound and outbound process.
Added 43 mins ago
VG
Environmental Monitoring Coordinator
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- Full-time
Department Operations: Supports the Lands Manager in establishing internal processes to monitor and oversee work planning activities with external partners by ensuring compliance with…
Added 43 mins ago
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Laboratory Assistant - Eurofins ExperNorth, Inc.
Eurofins
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- $43,000 CAD / year
- Full-time
Adherence to laboratory SOPs, Quality Assurance and Quality Control protocols and procedures.
Added 43 mins ago
A
Data Analytics Lead
Altis
Markham, ON
- $110,000 to $125,000 CAD / year
- Full-time
…role in developing reliable data pipelines, improving data quality, and enabling data-driven decision-making across the…
Added 58 mins ago
W
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 58 mins ago
RL
Calibration Technician
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Ottawa, ON
- $50,000 to $60,000 CAD / year
- Full-time
…communication, personal accountability, and a commitment to quality are what make this environment thrive, and what will make you successful in…
Added 58 mins ago
FC
Project Engineer
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Edmonton, AB
- Other
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Added 58 mins ago
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Concepteur de produits principal/ Senior Product Designer
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- Full-time
…member of the discovery team, they collaborate with the Product Manager, Business Analyst, Engineering Lead, and backend developers to translate business requirements into validated,…
Added 1 hour ago
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Sous Chef
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- Full-time
…dining options. Prepare meals in accordance with portion and quality standards specified in…
Added 1 hour ago
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Assistant General Manager
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- Full-time
Role Description The Assistant General Manager is a full-time, on-site role based at the Milestones Grill + Bar location in Guelph, ON. This role supports the General Manager in overseeing…
Added 1 hour ago
NA
Quality Assurance Manager
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- $100,000 to $130,000 CAD / year
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Added 1 hour ago
Production Supervisor
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Added 1 hour ago
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Project Coordinator
North America Construction (1993) Ltd. - NAC Constructors Ltd.
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- Full-time
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Added 1 hour ago
TW
Food Services Manager Full Time Temporary
The Wellington
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The Food Services Manager reports to the Executive Director and provides leadership in all aspects of the dietary operation within established legislative and professional standards,…
Added 1 hour ago
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Personal Support Worker Part Time- Retirement
The Wellington
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…and bathing options, which meet their needs and add to their quality of life. Works closely with the Registered Practical…
Added 1 hour ago
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The Manager, Disability & Risk Management provides leadership and subject-matter expertise

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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