Wellington-Altus Private Wealth Inc. in Calgary seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients.
The role requires 5+ years in wealth management, a finance-related bachelor’s degree, RR licensing, and completion of the WME program. CFP/PFP and insurance licenses are a plus.
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Wealth Management Associate for High-Net-Worth Clients in Calgary employer: Wellington-Altus
Wellington-Altus Financial Inc. is an exceptional employer, offering a dynamic work environment in either Winnipeg or Toronto, where innovation and collaboration thrive. With a strong commitment to employee growth, competitive compensation, and unique benefits, including health and life insurance, the company fosters a culture of equity and diversity, ensuring that all voices are heard and valued. Join a top-rated investment dealer in Canada, where your contributions directly impact the success of entrepreneurial advisors and high-net-worth clients.
