Wellington-Altus in Toronto seeks an Investment Associate to support Investment Advisors with client account administration and transaction processing. You will build client relationships, provide tailored investment guidance, and ensure regulatory compliance in a dynamic wealth management setting.
The role emphasizes collaboration with advisors, accuracy in documentation, and an ability to manage multiple priorities while upholding the highest standards of confidentiality and service.
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📌 Investment Associate — Client Advisory & Portfolio Support (Toronto)
🏢 Wellington-Altus
📍 Toronto
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