Jobs in Canada

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Added 9 mins ago
RC
Clean Energy Rotation Program (Entry-Level)
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Calgary, AB
- $75,000 to $100,000 CAD / year
- Full-time
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MV
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- Full-time
Added 9 mins ago
E-
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RC
Associate Investment Advisor
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Toronto, ON
- $90,000 to $95,000 CAD / year
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Work Arrangement: Hybrid (4 days in office, 1 day remote)
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Financial Manager - PLM (Product Line Mgmt)
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Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
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TC
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- $105,000 to $125,000 CAD / year
- Full-time
…this individual will oversee the operational, logistical, and financial management of complex, design led projects for an impressive portfolio of international…
Added 9 mins ago
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HM
Associate, Financial Accounting
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- $45,000 to $58,000 CAD / year
- Full-time
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Added 9 mins ago
TT
Senior Category Management Specialist, Supply Chain and Logistics Operations
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $76,620 to $107,268 CAD / year
- Full-time
…support the vision of the organization; solid understanding of financial planning, business tools and reports to make business…
Added 9 mins ago
WM
Relationship Analyst
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Toronto, ON
- Full-time
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Test- Director, Technical Solutions (Enterprise Application Integrations)
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Experience working in the financial services, insurance or wealth management industry.
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IF
Administrative Assistant
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Added 9 mins ago
Key Account Manager - Yogourt and Cultured - 405 TWM, Montreal or Longueuil
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Added 25 mins ago
P&
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Job Title: Financial Analyst – Manufacturing Operations
Added 25 mins ago
SQ
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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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Work requirements

Jobs in Canada