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Added 6 mins ago
WC
(CAN) Pharmacy Manager
Walmart Canada
Dryden, ON
- Full-time
…customers. Develop a functional and collaborative with the Prof Services District Manager. Develop a functional and collaborative relationship with the Store Management team and the Store…
Added 6 mins ago
S
Accountant (Systems Analyst)
SaskTel
Regina, SK
- Full-time
Project manager for finance system projects. Represents Finance on projects initiated by other departments. Implements system changes ensuring General Accepted Accounting Principles are…
Added 6 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 6 mins ago
J
Digital Task and Project Support Lead
Jacobs
Toronto, ON
- $85,000 to $100,000 USD / year
- Full-time
…client‑facing digital delivery teams with the implementation of digital services across sectors, with a particular emphasis on environment. The role blends task management, client and…
Added 6 mins ago
SI
Director of Customer Success
Supra ITS
Mississauga, ON
- Full-time
…organized structures in place. Supra is rebuilding its Managed Services customer organization around a pod model: every customer has a named Account Manager who owns the relationship and…
Added 6 mins ago
SI
Associate Account Executive
Supra ITS
Mississauga, ON
- Full-time
…organized structures in place. Supra is rebuilding its Managed Services account management function in Canada around a pod model: every customer has a named Account Manager who owns the…
Added 6 mins ago
SI
Senior Vice President, Sales
Supra ITS
Mississauga, ON
- Full-time
…success, which comprises the Account Management and Customer IT Manager (CITM) teams in Canada and India. The organization sells and grows Managed IT, Cybersecurity, Cloud, Application…
Added 6 mins ago
NB
Customer Support Manager - Toronto
Nova Bus
Saint-Eustache, QC
- Full-time
The bus is moving, move forward with us as a Customer Support Manager – Toronto (Permanent)!
Added 6 mins ago
B
Facility Manager III
BGIS
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 6 mins ago
N
Manager, Downstream Finance Decision Support & Planning
Nutrien
Saskatoon, SK
- Full-time
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 6 mins ago
TC
Business Analyst
Tata Consultancy Services
Calgary, AB
- Full-time
…the country's leading organizations. As one of the largest IT services providers in Canada and globally, TCS is aiming to become the world's largest AI-led technology services company and…
Added 6 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Lac du Bonnet, MB
- Full-time
Under the direction of the Manager, Support Services and Cook, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/ residents, staff,…
Added 6 mins ago
W
Supply Chain Manager
Worley
AB · Edmonton, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 6 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Whitemouth, MB
- Full-time
Under the direction of the Manager, Support Services and Food Services Supervisor, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/…
Added 6 mins ago
IR
Housekeeping Aide
Interlake-Eastern Regional Health Authority
Whitemouth, MB
- Full-time
Under the direction of the Manager, Support Services and/or Lead Hand the Housekeeping Aide performs the assigned duties in accordance with established work schedules, policies and…
Added 6 mins ago
SH
Exercise Therapist - Cardiac Rehab (CEN)
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Part-time
…(SHN) is shaping the future of care. Our many programs and services are designed around the needs of one of Canada’s most vibrant and diverse communities. We are home to North America’s…
Added 6 mins ago
QF
Senior Manager, Integrated Campaign Marketing
Questrade Financial Group
Toronto, ON · North York, ON
- Full-time
…professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially…
Added 6 mins ago
SH
Exercise Therapist - Cardiac Rehab (CEN)
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Full-time
…(SHN) is shaping the future of care. Our many programs and services are designed around the needs of one of Canada’s most vibrant and diverse communities. We are home to North America’s…
Added 6 mins ago
SH
M.R.T. - Radiology, X-Ray
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Full-time
…(SHN) is shaping the future of care. Our many programs and services are designed around the needs of one of Canada’s most vibrant and diverse communities. We are home to North America’s…
Added 6 mins ago
EI
Value Stream Owner
Enercare Inc.
Markham, ON
- Full-time
Enercare Inc. is one of Canada’s largest home and commercial services companies servicing over one million customers across Ontario, Manitoba, Saskatchewan, Alberta, British Columbia,…
Added 6 mins ago
DU
Accounts Payable Clerk
Dalhousie University
Halifax, NS
- Full-time
Dalhousie Financial Services strives to provide the highest quality financial services and information to ensure the effective stewardship of University assets to the benefit of students…
Added 6 mins ago
SI
Senior Account Manager
Supra ITS
Mississauga, ON
- Full-time
…organized structures in place. Supra is rebuilding its Managed Services account management function in Canada around a pod model: every customer has a named Account Manager who owns the…
Added 6 mins ago
W
Supply Chain Manager
Worley
Calgary, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 6 mins ago
J
Digital Task and Project Support Lead
Jacobs
Calgary, AB
- $85,000 to $100,000 USD / year
- Full-time
…client‑facing digital delivery teams with the implementation of digital services across sectors, with a particular emphasis on environment. The role blends task management, client and…
Added 6 mins ago
P
Staff Pharmacist
Pharmacy.ca
Toronto, ON
- Full-time
…patient-centred pharmaceutical care and specialized compounding services. Our operations include a dedicated non-sterile compounding laboratory supporting individualized medications, batch…

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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