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Added 12 mins ago
LC
Pharmacy Manager, Registered Pharmacy Technician (RPhT)
Loblaw Companies Limited
Halifax, NS
- Full-time
Pharmacy Manager, Registered Pharmacy Technician
Added 12 mins ago
LC
Director, Pharmacy Ops
Loblaw Companies Limited
Halifax, NS
- Full-time
Monitor and review weekly projections and store labour management process with Pharmacy Manager to ensure proper allocation of hours and task management
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Branch Manager - Office 1705
LendDirect
North Vancouver, BC
- Full-time
As a Branch Manager, you will play a crucial role in setting the standards on delivering exceptional service to both new and existing customers, guiding them through the process of securing…
Added 12 mins ago
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Chef.fe de territoire, animaux de compagnie/Territory Manager, Companion Animal
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- Full-time
De manière proactive harmoniser les besoins des clients à la valeur de notre proposition qui est associée aux produits et services Zoetis.
Added 12 mins ago
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Vice President, Client Documentation Onboarding
BMO
Toronto, ON · FCP
- Full-time
7-12+ years of experience in Capital Markets documentation, client onboarding, legal documentation, institutional relationship management, or a related financial services discipline.
Added 27 mins ago
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Southbridge Healthcare LP
Lucknow, ON
Understanding of human resource and financial management
Added 27 mins ago
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Customer Experience Associate
TD
Temiskaming Shores, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 27 mins ago
IS
Senior Project Manager - Capital Market
Iris Software Inc.
Toronto, ON
- Contract
Our client is a Canadian multinational financial services company and the largest bank in Canada by market capitalization. The bank serves over 17 million clients and has more than 89,000…
Added 27 mins ago
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Project Administrator/ Project Coordinator
North America Construction LTD
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Added 27 mins ago
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Manager Business Development-Commercial and Corporate Banking
SBI Canada Bank
Toronto, ON
- Full-time
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Added 27 mins ago
MD
Grounds Supervisor- State Program Administrator Supervisor Senior
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The Facilities Management Division (FMD) is seeking a leader to manage the Grounds Support Services Unit, including grounds operations and the division’s repair shop. This position provides…
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Senior Full Stack Engineer
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C
IT Project Manager
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Mississauga, ON
- Full-time
The IT Project Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge…
Added 42 mins ago
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Mortgage Specialist
BMO
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Added 42 mins ago
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Mortgage Specialist
BMO
Edmonton, AB
- Full-time
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Added 42 mins ago
MN
Financial Analyst
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Added 42 mins ago
LC
Case Manager, Psychogeriatric_FT-Perm
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Toronto, ON
- $57,007 to $71,647 CAD / year
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Added 56 mins ago
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Data Governance Manager
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Toronto, ON
- Full-time
Evaluate and configure governance tooling; define integration patterns with data platforms, ETL/ELT, BI, ticketing, CI/CD and cloud services.
Added 57 mins ago
B
Facility Services Manager
BGIS
North Bay, ON
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 57 mins ago
B
Facility Manager III
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Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 57 mins ago
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A key responsibility of the role is supporting the Manager in the administration and oversight of cyber security vendor agreements, ensuring compliance with contractual obligations, service…
Added 57 mins ago
TO
Financial Sales Manager II Target
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Added 57 mins ago
WM
Industrial Maintenance Technician/Millwright, Day Shift
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Added 57 mins ago
E
Environmental Services Assistant-Casual-Extendicare London
Extendicare
London, ON · LTC - London (Waterloo St.)
- Part-time
Reporting to the Environmental Services Manager, the Environmental Services Assistant
Added 57 mins ago
E
Housekeeping/Laundry Aide (Casual) Pine Meadow Nursing Home
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Reporting to the Environmental Services Manager, the Housekeeping Aide is responsible for the cleaning and sanitization of all Resident's rooms and common areas.

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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