Wellington-Altus Private Wealth in Toronto seeks an Investment Associate to support portfolio administration, client requests, and regulatory compliance. You will serve as a primary contact for clients, assist with onboarding, and help deliver a high-quality client experience under the Stovel Asset Management team.
The role requires a bachelor's or master's degree in finance or related field, 1–3 years in wealth management, and licensing or active pursuit of licensing.
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Wealth Management: Investment Associate for Client Growth 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.
