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, fast-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.
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📌 Wellington-Altus Financial Associate (Ottawa)
🏢 Wellington-Altus Financial
📍 Ottawa