Jobs in Canada

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Added 15 mins ago
P&
Financial Analyst – Manufacturing Operations
Pratt & Whitney
Halifax, NS
- Full-time
Job Title: Financial Analyst – Manufacturing Operations
Added 16 mins ago
SG
Bilingual French First Party Collector
SinglePoint Group International Inc
Toronto, ON
- Full-time
…arranging payment terms. This position directly reports to the Operations…
Added 16 mins ago
BR
Office & Tenant Services Coordinator
BGO Real Estate
AB · Calgary, AB
- Full-time
We are seeking a highly organized and proactive professional to oversee office operations, coordinate workplace initiatives and deliver an exceptional experience for employees, visitors,…
Added 16 mins ago
P
Manager, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
…frameworks across business processes, financial reporting, operations, technology and regulatory compliance. Our work helps these institutions clarify control ownership, strengthen risk…
Added 16 mins ago
P
Senior Associate, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
…frameworks across business processes, financial reporting, operations, technology and regulatory compliance. Our work helps these institutions clarify control ownership, strengthen risk…
Added 16 mins ago
WM
Relationship Analyst
Wellington Management
Toronto, ON
- Full-time
…onboarding, working in close partnership with our Client Service Operations…
Added 29 mins ago
S
Lead Clerk, Accounts Receivable RCH
Sanya’k̓ula
New Westminster, BC
- Full-time
Added 29 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 29 mins ago
S&
Vice President of Finance
Stevenson & White
Ottawa, ON
- Full-time
…and CEO, the Vice President of Finance will lead financial operations, strengthen financial planning and provide trusted business insights to the executive leadership team. This is a…
Added 29 mins ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…Investigators, the Clinical Trial Billing Team and research operations to ensure financial integrity throughout the study…
Added 29 mins ago
HI
Adjoint(e) technique
HUB International Québec Ltd
Montreal, QC
- Full-time
…diverses tâches, contribuant ainsi au bon fonctionnement des opérations…
Added 29 mins ago
HI
Adjoint(e) technique
HUB International Québec Ltd
Brossard, QC
- Full-time
…diverses tâches, contribuant ainsi au bon fonctionnement des opérations…
Added 29 mins ago
IG
Investment Specialist
Infotree Global Solutions
Montreal, QC
- Contract
Hybrid role: 4 days per week in the office
Added 29 mins ago
TD
Senior Financial Reporting Analyst
Tetra Digital Group
Toronto, ON
- Full-time
You’ll report to our Head of Finance and partner closely with operations, treasury, compliance, engineering, and our external auditors.
Added 29 mins ago
AI
Intermediate Data Support Analyst (18-month contract)
AGF Investments
Toronto, ON
- Contract
Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors. AGF trades on…
Added 29 mins ago
GE
Apprentice Truck Mechanic
GFL Environmental Inc.
Sudbury, ON
- Full-time
…where no two days are the same and your expertise keeps our operations moving safely and efficiently. We’re looking for a motivated professional who takes pride in their workmanship,…
Added 29 mins ago
D
Senior Financial Analyst
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $55 to $69 CAD / hour
- Contract
The Financial Analyst III will support Global Real Estate reporting, analytics, financial modeling, data science initiatives, and Anaplan platform operations.
Added 29 mins ago
CH
Regional General Manager
Cambridge Hotel and Conference Centre
Cambridge, ON
- Full-time
…Regional General Manager retains clear authority for hotel operations, the General Managers, and operating…
Added 29 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 30 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 30 mins ago
TG
IT Support Intern
TMX Group
Toronto, ON
- $20 to $25 CAD / hour
- Full-time
Job Location: Fully on-site (5 days in office) - based in Toronto, ON · Must Have(s)
Added 30 mins ago
SL
Bilingual Proposal Coordinator
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
Inbox Operations: Triage shared inbox, respond to routine inquiries, follow up on outstanding items, and escalate issues appropriately
Added 30 mins ago
District Accounting Manager - DPM
Tridel Group of Companies
Toronto, ON
The District Accounting Manager will oversee the financial operations of an assigned portfolio of condominium corporations, ensuring financial accuracy, regulatory compliance, and…
Added 30 mins ago
Customer Success Associate - 12 Month Contract
Trudell Medical Group
London, ON
Manage customer sales trends and actions and report out to sales and operations teams on customer success and opportunities
Added 45 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…

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