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Added 8 mins ago
Administration & Systems - Manager Administration
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Toronto, ON
Provide management and leadership to administration clerks within the store while coaching and training the team toward maximum accuracy and execution of company strategy and image. Coach…
Added 8 mins ago
MD
Service Desk Manager - End User Support - Information Syst Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Service Desk Manager - End User Support
Added 8 mins ago
SG
Human Resources Manager
Saliance Global Holdings Co. Ltd
Cranbrook, BC
- Full-time
Reporting directly to the General Manager, the Employee Experience (HR) Manager is a key member of the resort's leadership team and serves as the primary human resources professional for…
Added 8 mins ago
NR
Financial & Special Projects Consultant
Niagara Region
ON · Niagara, ON
- Full-time
Post-secondary degree in Economics, Finance, Business Administration, Commerce, or related field.
Added 8 mins ago
CL
Finance Manager
Community Living - Fort Erie
Fort Erie, ON
- Part-time
PURPOSE OF POSITION: Under the general direction and supervision of the Executive Director, the Finance Manager provides strategic and operational leadership for the financial management of…
Added 9 mins ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Winnipeg, MB
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 9 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Kamloops, BC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 9 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Kelowna, BC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 9 mins ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Richmond, BC
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 9 mins ago
MANAGER
Boutique La Vie En Rose
Kelowna, BC
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 9 mins ago
ACTING ASSISTANT MANAGER
Boutique La Vie En Rose
Red Deer, AB
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 9 mins ago
D
Practice Manager - Airport Hieghts Dental Centre
dentalcorp
St. John's, NL · Airport Heights Dental Centre
- Full-time
The wage for this Practice Manager position is salary, based on a forty (40) hour work week, ranging between $65-0000 - $80,000 annually depending on skills and experience.
Added 9 mins ago
WO
Manager, HIS Applications
William Osler Health System
Brampton, ON
- Full-time
The Manager, HIS applications is an experienced leader who provides strategic, technical, and managerial leadership to the Applications Team. Reporting to the Director, HIS Applications,…
Added 9 mins ago
FC
Administrateur(trice) Azure et services Microsoft
FOP Consultants
Montreal, QC
- Full-time
Posséder au moins cinq (05) années d’expérience en administration de serveurs Windows en environnement de production.
Added 9 mins ago
SH
Operations Manager
Sturgeon Heights Community Centre
Winnipeg, MB
- Full-time
In the Operations Manager role, you will help shape how the centre serves the neighbourhood
Added 24 mins ago
M
Assistant Rooms Operations Manager
Marriott
Vancouver, BC
- Full-time
Entry level management position that focuses on supporting the day-to-day activities of Rooms Operations and supervision of related areas that include Housekeeping, Recreation. Laundry,…
Added 24 mins ago
Business Operations Manager
Cooke Inc.
Stellarton, NS
We are looking for an experienced Business Operations Manager to join our team in Stellarton, Nova Scotia. Reporting to the Senior Vice President of Global Logistics and Transportation,…
Added 39 mins ago
TA
Senior Human Resources Generalist
Top Aces
Dorval, QC
- Full-time
The Senior Human Resources Generalist provides broad, hands-on support across HR operations and the employee lifecycle for Canadian and European operations. Key areas include compensation…
Added 39 mins ago
SP
Program Manager, Major Projects.
Spark Power
AB · Edmonton, AB
- Full-time
During periods when this role is not directly executing an active project or program, the Program Manager, Major Projects is integrated into Spark Power's commercial operations, supporting…
Added 39 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Evening
Shoppers Drug Mart
Toronto, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 39 mins ago
E
Analyst (Scheduler), Project Controls
EPCOR
AB · Edmonton, Alberta
- Full-time
- Temporary
…recovery opportunities. Partnering closely with Project Managers, Operations, and other stakeholders, you will support informed decision-making through schedule analysis, resource planning,…
Added 39 mins ago
E
Manager, Project Delivery
EPCOR
Edmonton, AB
- Full-time
We are hiring multiple full-time permanent Manager, Project Delivery positions across EPCOR's water and wastewater operations in Edmonton, Alberta. These opportunities support a variety of…
Added 39 mins ago
Sun Life CHC Research & Program Operations Coordinator
Wilfrid Laurier University
Waterloo, ON
Reporting to the Sun Life Centre for Healthy Communities (CHC) Manager, the Research & Program Operations Coordinator supports the coordination, analysis, evaluation, and dissemination of…
Added 39 mins ago
RD
Engagement Delivery Manager
Randstad Digital
Toronto, ON
- $104,800 to $154,800 CAD / year
- Full-time
As an Engagement Delivery Manager, you will be at the center of Randstad Digital's services to drive our customers' success. We are looking for a tech services leader who is versatile and…
Added 39 mins ago
BC
Manager, After Hours Operations
Brant Community Healthcare System
Brantford, ON
- Full-time
The Manager, After Hours Operations acts as a resource to patients, families, physicians, and employees of BCHS by providing consultation in situations where advanced expertise is required.…

Wellington-Altus

Operations Associate

Winnipeg, MB, R3B 3K6, Canada

Full-time

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Applications open in a new tab.

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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