Jobs in Canada

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Added 3 mins ago
GC
Business Analyst, GRC
GRC Concierge
Ottawa, ON
- Full-time
As we continue to scale, we're looking for a Business Analyst, GRC & Compliance to join our Service Delivery team and support the development of compliance policies, procedures, and…
Added 3 mins ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…data records in the appropriate systems in compliance with business policies, documented procedures and data quality…
Added 3 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
…working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate preparation of our consolidated financial statements. This role…
Added 3 mins ago
MS
Senior Business Systems Analyst (TMS)
Metro Supply Chain
Mississauga, ON
- Full-time
The Senior Business Systems Analyst – TMS is a strategic, hands-on leadership role that blends deep business analysis expertise, advanced Blue Yonder TMS functional knowledge, and the…
Added 3 mins ago
WM
Relationship Analyst
Wellington Management
Toronto, ON
- Full-time
We are seeking a dynamic Relationship Analyst (RA) to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Canada region.…
Added 3 mins ago
RA
Financial Analyst – Real Estate Analytics & Anaplan
Recrute Action
Toronto, ON
- Contract
Hybrid work, with 3 days per week in the office
Added 19 mins ago
P&
Financial Analyst – Manufacturing Operations
Pratt & Whitney
Halifax, NS
- Full-time
We are seeking a detail-oriented and analytical Financial Analyst to support our manufacturing and operations teams. This role will report to the Manager of Financial Planning & Analysis…
Added 19 mins ago
WM
Relationship Analyst
Wellington Management
Toronto, ON
- Full-time
We are seeking a dynamic Relationship Analyst (RA) to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Canada region.…
Added 33 mins ago
W
Early Careers: Health and Benefits Internship (Summer 2027) - Montreal
WTW
Montreal, QC
- Volunteer
Create your future. At WTW, our Health and Benefits business empowers large and mid-size organizations to manage rising group benefits costs, improve health outcomes, and enhance employee…
Added 33 mins ago
TP
Operations Analyst - Entry to Mid Level
Tikva Partners
Canada
- Full-time
We are seeking a detail-oriented and analytical Operations Analyst to support business operations through data analysis, process improvement, and performance monitoring. This role is…
Added 33 mins ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 33 mins ago
FB
Junior Data Analys
F&B Business News
Canada
- Full-time
We are seeking a detail-oriented and analytical Junior Data Analyst to support data collection, reporting, and business intelligence initiatives. This role is ideal for recent graduates or…
Added 33 mins ago
TD
Senior Financial Reporting Analyst
Tetra Digital Group
Toronto, ON
- Full-time
Here’s the problem we’re solving: Canada clears roughly $424 billion every business day, and much of the retail payment infrastructure underneath it was designed in the 1980s. Batch…
Added 33 mins ago
AI
Intermediate Data Support Analyst (18-month contract)
AGF Investments
Toronto, ON
- Contract
The Intermediate Data Support Analyst role will provide opportunities to demonstrate an aptitude for learning, initiative and identification of opportunities for system/process…
Added 33 mins ago
D
Senior Financial Analyst
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $55 to $69 CAD / hour
- Contract
The team is seeking a Financial Analyst, to support the global management reporting and analysis team and is generally responsible for combining strong data science capabilities with…
Added 33 mins ago
WI
Project Controls Analyst
WSP in Canada
Markham, ON
- Full-time
We are seeking an experienced Project Control Analyst to support the successful delivery of transportation and infrastructure projects.
Added 33 mins ago
CA
Senior Agile Analyst
Co-operators Assurance et services financiers
Mississauga, ON
- Full-time
Work Model: Hybrid (2 days in office)
Added 33 mins ago
CA
Senior Agile Analyst
Co-operators Assurance et services financiers
Burlington, ON
- Full-time
Work Model: Hybrid (2 days in office)
Added 33 mins ago
CA
Senior Agile Analyst
Co-operators Assurance et services financiers
Guelph, ON
- Full-time
Work Model: Hybrid (2 days in office)
Added 33 mins ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 33 mins ago
NF
Corporate Controller
Nature Fresh Farms
Leamington, ON
- $90,000 to $120,000 CAD / year
- Full-time
Must have excellent computer skills
Added 33 mins ago
CA
Senior Agile Analyst
Co-operators Assurance et services financiers
Kitchener, ON
- Full-time
Work Model: Hybrid (2 days in office)
Added 34 mins ago
C
Analyst, Workday Talent and Compensation
Cogeco
Burlington, ON · Montreal, QC
- Full-time
Reporting to the HRIS Director, the Workday Talent & Compensation Analyst configures, maintains, and optimizes Workday Talent Management and Compensation modules. The role ensures system…
Added 49 mins ago
CT
Senior Analyst, Procure to Pay Operations
Canadian Tire Corporation
Oakville, ON
- $65,000 to $75,000 CAD / year
- Full-time
The Senior Analyst, Procure to Pay Operations will serve as the enterprise subject matter expert for Vendor Funds Management (VFM) across Canadian Tire Retail, FGL Sports Inc., and Mark’s…
Added 49 mins ago
R
Financial Analyst – Manufacturing Operations
RTX
Halifax, NS
- Full-time
We are seeking a detail-oriented and analytical Financial Analyst to support our manufacturing and operations teams. This role will report to the Manager of Financial Planning & Analysis…

Wellington Management

Relationship Analyst

Toronto, ON, Canada

Full-time

Apply on wellington.wd5.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Education: Bachelor’s degree
Experience: 1-3 years of relevant client service experience, preferably within the Investment Management industry.
Posting language: English
Posted: Nov 11, 2026

Original job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

THE POSITION

We are seeking a dynamic Relationship Analyst (RA) to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Canada region. The Analyst, based in our Toronto office, will work closely with Business Developers and Relationship Managers to support opportunities and relationships across institutional and wealth channels in the Canada region.

RESPONSIBILITIES

The RA will work closely with members of the AIG-Canada team on a portfolio of assigned consultant and client accounts. Commanding a thorough knowledge of our business, and the interpersonal skills to deal effectively with institutional clients and consultants, they will conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate. They will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests, collaborating closely with our Product Management, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting teams.

Primary responsibilities will include:

Driving the preparation of high impact presentations of standard and/or customized client and prospect presentation materials, briefings, collateral materials, meeting notes, and follow ups required for external meetings

Participating in client, consultant and prospect meetings and conference calls as appropriate

Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulatory considerations, and fees

Acting as a point of contact for various groups within consultant and client organizations

Coordinating key client communications, acting as a trusted liaison between clients and internal teams

Capturing and maintaining client data in relevant internal systems

Collecting information to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities

Qualifying and coordinating Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and Requests for Proposals (RFP), working with internal teams to deliver comprehensive responses

Developing an understanding of the depth and breadth of Wellington Management’s investment approaches and those products most relevant to the institutional channel

Championing data accuracy and insight-driven reporting, leveraging the DMP (Delivery Management Platform) for client reporting, updating requirements on existing accounts and creating new templates during onboarding, working in close partnership with our Client Service Operations teams

QUALIFICATIONS

A successful candidate is likely to have the following qualifications:

1-3 years of relevant client service experience, preferably within the Investment Management industry. Experience working with institutional or wealth clients is a plus

Demonstrate a solid understanding of capital markets and/or investment products, coupled with intellectual curiosity

Self-motivated and proactive, with the ability to manage multiple projects efficiently. Thrives in a fast-paced, collaborative environment as part of a global team, requiring focus, teamwork, and creativity

Strong analytical skills, attention to detail, and organization

Excellent communication, problem-solving skills, and judgment

Professional demeanor with maturity, presence, and a sense of humor

A positive attitude and growth mindset, with flexibility and openness to learning and evolving

Proficient in Microsoft Excel and Word; Salesforce experience preferred

Bachelor’s degree required; advanced degree or progress toward CAIA, CFA, or MBA is a plus

career development/why wellington

At Wellington Management, you won’t just be starting a new job - you’ll be launching a career at one of the world’s largest and most respected active investment managers. With roots tracing back to 1928, we manage client solutions across equities, fixed income, hedge funds, and private markets. Our clients include some of the largest and most sophisticated institutional investors globally.

As a Relationship Analyst, you’ll gain:

Unparalleled exposure to global investment strategies and institutional client needs

Hands-on experience supporting business development and relationship management in one of the world’s most dynamic financial hubs

Mentorship and collaboration with seasoned professionals across investment, operations, and client service teams

A front-row seat to how investment decisions are communicated, structured, and supported for world-class clients

If you’re driven, detail-oriented, and excited to grow in a fast-paced, global environment - we’d love to hear from you.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Apply on wellington.wd5.myworkdayjobs.com About employer

More about this job

Responsibilities

The Relationship Analyst will support the Americas Institutional Group by managing client accounts, preparing high-impact presentations, and coordinating prospect reporting. They will act as a liaison between clients and internal teams to ensure data accuracy and facilitate effective communication.

Requirements

Candidates should have 1-3 years of relevant client service experience, preferably within the investment management industry. A bachelor's degree is required, along with strong analytical skills and proficiency in Microsoft Office tools.

Skills

Client Service
Investment Management
Capital Markets
Relationship Management
Presentation Preparation
Data Analysis
Salesforce
Microsoft Excel
Microsoft Word
Communication
Problem-solving
Attention To Detail
Project Management
Financial Reporting
Regulatory Compliance

Visa sponsorship

Not detected in the job text

Keywords

Relationship Analyst
Investment Management
Institutional Sales
Capital Markets
Client Reporting
Salesforce
RFI
DDQ
RFP
Portfolio Management
Financial Analysis
Wealth Channels
Consultant Relations
Business Development
CAIA
CFA
MBA
Data Accuracy
Regulatory Considerations
Investment Approaches

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Jobs in Canada