Wellington-Altus in Toronto is seeking an Investment Associate. This role involves administrative support and client interactions, integral to enhancing advisory services.
You'll report to the Senior Regional Business Administration Manager, providing vital assistance to Investment Advisors and maintaining client satisfaction. Your role will involve transaction processing and ensuring compliant documentation, making this an exciting opportunity for detail-oriented professionals.
Key Responsibilities:
• Foster client relationships with proactive support
• Help advisors prepare for and follow up on meetings
• Manage account processing, including RRSPs and beneficiary updates
• Track and resolve client transaction exceptions




• Update client files to adhere to regulatory requirements
Requirements:
• Preferred education in finance, accounting, or business
• Minimum three years in a client service role within finance
• Registration with CIRO as an Investment Representative
• Excellent critical thinking and attention to detail
• Robust proficiency in the MS Office suite
Deliver high-quality support to clients and advisors at Wellington-Altus in this Investment Associate role.
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📌 Toronto Investment Associate Position
🏢 Wellington-Altus Private Wealth
📍 Toronto