Embark on a rewarding career with Wellington-Altus as a Financial Associate, based in Kanata. This full-time position emphasizes client relationship management and transaction processing within a premier financial environment. Wellington-Altus, recognized among Canada’s Best Managed Companies, is in search of an Associate committed to exceptional client service.

You will assist Investment Advisors, ensuring compliance and supporting client account management in a dynamic, quick-paced setting. Key Responsibilities:

- Develop and nurture client relationships through effective communication
- Ensure compliance with regulatory standards for client documentation
- Execute transaction processing with precision and follow-up




- Assist in client meeting preparations and relevant research
- Stay updated on product knowledge and industry policies Requirements:
- Bachelor’s in finance or related field preferred
- 3-5 years in financial services or similar roles
- Active Investment Representative registration with CIRO
- Proficient in MSOffice suite and preferred industry software
- Excellent problem-solving and organizational capabilities Bring your client service acumen and financial expertise to Wellington-Altus and thrive in a supportive atmosphere.

📌 Wellington-Altus Financial Associate (Ottawa)
🏢 Wellington-Altus Financial
📍 Ottawa