Wellington-Altus Private Wealth in Toronto is seeking an Associate for the National Advisory Desk to move client households from advisors into NAD. You will build transition lists, contact clients to book meetings with the Lead Advisor, and arrange advisor meetings with the Senior Manager, NAD.
The role requires experience in wealth management, strong organization, and excellent client communication. You will support the Lead Advisor and maintain accurate records while following CIRO guidelines.
National Advisory Desk Associate in Toronto 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.
