Become a Financial Services Associate at Wellington-Altus in Kanata, focusing on providing top-tier client support and transaction processing. This full time role is integral to the client advisory experience.

In this Associate position, you will report to the Senior Wealth Advisor and act as a frontline resource for client interactions. Your responsibilities will include managing client accounts, processing transactions, and adhering to regulatory standards. You will ensure that Wellington-Altus maintains its reputation for outstanding client service and compliance.

Key Responsibilities:
• Develop and maintain client relationships through timely communication
• Process trades and manage account transactions accurately
• Keep client files compliant and up-to-date




• Conduct research for advisors and support meeting preparations
• Follow up rigorously on transaction processing to minimize errors

Requirements:
• Bachelor's degree or relevant work experience
• 3-5 years in financial services or client-facing experience
• CIRO licensing prerequisites and active registration
• Familiarity with MS Office Suite and CRM software
• High level of integrity and client service commitment

Utilize your expertise in finance and customer relations to support clients effectively at Wellington-Altus.
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📌 Financial Services Associate Position (Quebec City)
🏢 Wellington-Altus
📍 Quebec City