Join Wellington-Altus as an Investment Associate and be instrumental in managing client accounts in Winnipeg. This role focuses on providing tailored investment advice and maintaining compliance.

Reporting to the Senior Investment Advisor, you will act as a resource for clients, ensuring that their investment needs are met. The Investment Associate will engage in relationship management, process transactions, and keep up with relevant investment products. Your proactive support and compliance knowledge will drive exceptional client experiences and growth.

Key Responsibilities:
• Maintain solid relationships with clients through effective communication
• Process various transactions and account changes




• Ensure compliance with CIRO regulations and standards
• Generate specialized reports and provide product insights
• Research industry information for advisors as needed

Requirements:
• Degree in finance or equivalent experience
• 3+ years in a client-service role
• Familiarity with Croesus is an asset
• High accountability and problem-solving skills
• Commitment to ethical conduct and continuing education

Harness your investment expertise at Wellington-Altus and support high-net-worth clientele in Winnipeg.
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📌 Investment Associate Role at Wellington-Altus (Manitoba)
🏢 Wellington-Altus Private Wealth
📍 Manitoba