Find work in Canada.

584,320 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 10 mins ago
C
Account Representative- Sales Training Program (Toronto) January 18, 2027 Start Date
CDW
Toronto, ON
- Full-time
…need to know to become a trusted technology consultant and advisor. Whether an organization needs a single tablet or an entire virtual environment, you’ll have the sales training,…
Added 10 mins ago
SL
Director, SLCSI Business Growth
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
…wealth management distribution capabilities through its full-service securities dealer. As part of the Distribution and Channel Management team, the Director, SLCI Business Growth will lead…
Added 11 mins ago
HR
Active Transportation Planner
Halifax Regional Municipality
Halifax, NS
- Full-time
Added 11 mins ago
HR
Talent Acquisition Assistant
Halifax Regional Municipality
Halifax, NS
- $47,290 to $61,200 CAD / year
- Full-time
Two (2) years of customer service experience in a fast-paced environment.
Added 25 mins ago
BE
Mechanic - Shop Foreman
Battlefield Equipment Rentals
ON · Mississauga, ON
- Full-time
…mechanics, we want to hear from you. As a key member of the Service team, the Mechanic Shop Foreman plays a vital role in keeping our rental fleet and customer equipment operating safely,…
Added 40 mins ago
IF
Claims Advisor-Specialty Lines PD, Transportation
Intact FC
Calgary, AB · Dieppe, NB · St. John's, NL · Ajax, ON · London, ON · Mississauga, ON · Ottawa, ON · Toronto, ON
- Full-time
Join Our Team as a Transportation and Marine Claims Advisor!
Added 55 mins ago
Human Resources Advisor
ANDRITZ AG
Peterborough, ON
Reporting to the Director, Human Resources, the Human Resources Advisor will serve as HR generalist, supporting the full range of human resources activities for the Peterborough location…
Added 55 mins ago
W
Operations Associate
Wellington-Altus
Winnipeg, MB
- Full-time
Provide timely and accurate responses to documentation queries and account opening requests from internal departments and investment advisor teams.
Added 1 hour ago
A
Human Resources Advisor
ANDRITZ
Peterborough, ON
- €80,000 to €100,000 EUR / year
- Full-time
Reporting to the Director, Human Resources, the Human Resources Advisor will serve as HR generalist, supporting the full range of human resources activities for the Peterborough location…
Added 1 hour ago
HR
Project Manager, Transit Planning
Halifax Regional Municipality
Halifax, NS
- $71,650 to $92,730 CAD / year
- Full-time
The position also provides leadership and coordination services in identifying program needs in the transit service delivery area. The Project Manager is responsible for building…
Added 1 hour ago
HI
Privacy and Compliance Specialist
Healthcare Insurance Reciprocal of Canada (HIROC)
Toronto, ON
- Contract
Healthcare Insurance Reciprocal of Canada (HIROC) is a trusted healthcare safety advisor, committed to offering a full spectrum of insurance, risk and claims management products and support.
Added 1 hour ago
RP
Senior Strategic Advisor, Defence and Security
RRC Polytech
Winnipeg, MB
- $107,297 to $143,712 CAD / year
- Full-time
Senior Strategic Advisor, Defence and Security (Term Full-Time)
Added 1 hour ago
TC
Service Advisor
Toromont Cat
Concord, ON
- Full-time
Toromont Cat is looking for a Service Advisor to join our team in Toronto! This position will provide technical direction and accountability for scheduling all equipment repairs with both…
Added 1 hour ago
GA
Senior Advisor – Environment, Health and Safety (EHS)
Groupe ADF
Terrebonne, QC
- Full-time
With a strong presence in the field, the Senior EHS Advisor supports managers in risk management, regulatory compliance, and the continuous improvement of EHS performance. The incumbent…
Added 2 hours ago
A
Senior Manager, Technology Transformation
Amyantek
Toronto, ON
- Contract
…operating model. This role will own the product, platform, and service taxonomy; standardized Product Owner, Product Manager, and Scrum Master roles; and the governance and accountability…
Added 2 hours ago
C/
Coordinator, Information Management / Coordinateur, Gestion de l’information
CATSA / ACSTA
Ottawa, ON
- $62,889 to $78,610 CAD / year
- Contract
Supports the Senior Advisor, Information Management in the development of CATSA’s IM policies, procedures and processes to accommodate legislative and operational changes and business…
Added 4 hours ago
TO
Advisor 3, Media Relations
The Ottawa Hospital
Ottawa, ON
- Full-time
…provide each patient with the world-class care, exceptional service and compassion we would want for our loved…
Added 4 hours ago
GO
Senior Policy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
We are the Yukon public service. Every day, we come together to serve the people who live here and make a difference in so many ways. Here, you will find the diverse opportunities you…
Added 4 hours ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
Support wealth advisors in providing superior client service by helping ensure client requests, instructions, documents, and follow-up items are handled accurately and on time.
Added 4 hours ago
CG
Director, Strategic Alliance Group
Compass Group Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…Alliance Group (SAG). The Director operates as a strategic advisor to operators and clients, leading proactive engagement that strengthens partnerships, anticipates risk, and drives…
Added 4 hours ago
CG
Registered Dietitian , Cornwall Ontario (Contract)
Compass Group Canada
Cornwall, ON
- $86,000 CAD / year
- Full-time
Assist the Food Service Manager to ensure compliance with all legislation pertinent to the management of the kitchen
Added 4 hours ago
NB
Chief Advisor, Responsible AI
National Bank of Canada
Montreal, QC
- Full-time
A career as a Chief Advisor, Responsible AI on the Responsible Artificial Intelligence team at National Bank means acting as a specialist in AI governance, risk assessment, and the…
Added 4 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Quebec, QC
- Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Full-time
· Track record in building rapport and maintaining client relationships within the financial or service industry

Wellington-Altus

Operations Associate

Winnipeg, MB, R3B 3K6, Canada

Full-time

Apply About employer

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.

Apply About employer

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

Report this job