Associ Emplacement: Cette offre concerne un poste vacant au bureau de Wellington-Altus Kirkland.

Notre organisation: Fonde en2017, la Financire Wellington-Altusinc. (Wellington-Altus), socit mre de Wellington-Altus Conseil Priv inc., Wellington-Altus .-U.inc., Assurance Wellington-Altusinc., Groupe Solutions Wellington-Altus inc. et Wellington-Altus Gestion Priveinc., est le courtier en placement le mieux cot* au Canada et lune des socits les mieux gres au Canada.

Avec plus de 45milliards de dollars dactifs sous gestion et des bureaux partout au pays, Wellington-Altus sassocie des conseillers et des gestionnaires de portefeuille prospres et anims dun esprit dentrepreneuriat, ainsi qu leurs clients fortuns. *Brokerage Report Card2025 dInvestment Executive.

Loccasion: Relevant dEmad

Saad, de Christine

Salib et dAnn

Francis, lassoci mettra profit ses comptences exceptionnelles en matire dorganisation et de service la clientle pour offrir un soutien administratif lquipe des conseillers et servir les clients, le tout de manire confidentielle et en temps opportun. titre de personne-ressource pour la clientle, lassoci sera responsable de lexcution prcise et en temps opportun des tches administratives lies la gestion des comptes des clients et des oprations de lquipe.

Les principales responsabilits sont les suivantes: Remplir tous les documents relatifs louverture ou la tenue de compte.

Traiter diverses oprations (p.ex., mission de chques, dpts, cotisations et retraits ou transferts entrants et sortants).

Sengager effectuer un suivi rigoureux de toutes les oprations des clients afin den assurer le traitement appropri et de minimiser les erreurs.

Agir titre de personne-ressource gnrale pour les clients (p.ex., fournir des relevs ou des relevs dimpt).

Bien comprendre les procdures et les politiques du cabinet.

Tenir jour les dossiers des clients et sassurer que tous les documents et notes sont conformes aux rglements du secteur.

Procder des comparaisons de portefeuilles laide de Capintel.

Effectuer des tches administratives gnrales (p.ex., prparer des lettres ou des communications pour les clients).

Accomplir dautres tches, au besoin.

Le candidat idal possdera les qualits et comptences suivantes: Diplme en administration des affaires, en comptabilit ou en finance ou dans un domaine dtudes semblable, ou combinaison quivalente dtudes et dexprience.

Au moins cinqans dexprience en matire dadministration, de prfrence dans le secteur de la finance.

Inscription auprs de lOCRI titre de reprsentant en placement (RP) ou de reprsentant inscrit (RI) ou satisfaire aux exigences dinscription.

Excellente matrise de la suite MSOffice, dont Word, Excel, Power

Point, Teams et Outlook.

Lexprience des outils financiers est un atout.

Dmonstration dun haut niveau de responsabilit, dadaptabilit et dinnovation dans laccomplissement des tches quotidiennes et des objectifs long terme.





Lexprience de louverture de comptes auprs de lOCRI est considre comme un atout important.

Solides comptences organisationnelles et capacit dorganiser et de grer de faon proactive un volume lev de tches exigeant une intervention rapide. thique de travail fiable dmontre et capacit grer des priorits multiples et concurrentes Capacit sadapter rapidement aux besoins et aux exigences de travail en volution Orientation clientle et dtermination fournir un service extraordinaire aux clients valeur nette leve.

Excellente attitude et engagement fournir un service exceptionnel.

Aptitudes interpersonnelles, dinfluence et de communication exemplaires, sur plusieurs supports (en personne, au tlphone, en virtuel).

Conditions demploi: tre lgalement autoris travailler au Canada.

Une vrification des antcdents, la satisfaction de lemployeur, peut tre exige du candidat retenu avant le dbut de lemploi.

Wellington-Altus Gestion Prive est fermement engage lgard de lquit et de la diversit au sein de sa collectivit et accueille les candidatures des femmes, des personnes racialises, des Autochtones, des personnes handicapes et des personnes de toutes les orientations sexuelles et de tous les genres.

Toutes les personnes qualifies qui contribueraient la diversification de notre organisation sont encourages poser leur candidature.

Si vous avez besoin que des mesures dadaptation soient mises en place pour le processus de recrutement, nhsitez pas nous en informer au moment de prsenter votre candidature.

Pour poser votre candidature: - Associate Location: This posting is for an existing vacancy in Wellington-Altuss Kirkland office.

Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canadas Best Managed Companies.

With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. *Investment Executive 2025 Brokerage Report Card.

The opportunity: Reporting to Emad Saad, Christine Salib and Ann Francis, the Associate will use their exceptional organization and client service skills to provide confidential and timely administrative and customer service support to the Advisor team and their clients.

Acting as a resource person for clients,



the Associate will lead the timely and accurate completion of administrative tasks relating to managing client accounts and team operations.

Key responsibilities include: Completing all paperwork related to account opening or maintenance.

Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).

Committing to rigorous follow-ups relating to all client transactions to ensure proper processing and minimization of errors.

Acting as a general resource person for clients (ex: providing statements, tax slips).

Having a strong understanding of the firms procedures and policies.

Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.

Performing portfolio comparisons using Capintel.

Performing general administrative tasks (ex: preparing letters, client communication pieces, etc.) Performing other duties as assigned.

The ideal candidate will possess: Diploma in business administration, accounting, finance, or similar field of study, or equivalent combination of education and experience.

Minimum of five years of administrative experience, preferably in finance.

Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register.

High level of proficiency with the MS Office suite, including Word, Excel, Power

Point, Teams, and Outlook.

Experience with financial tools is an asset.

Demonstrates a high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.

Experience in opening accounts with CIRO is considered a solid asset.

Strong organizational skills, with the ability to proactively organize and manage a high volume of time-sensitive work. A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.

An ability to adapt quickly to changing needs and work requirements. A customer-focused attitude, with a commitment to providing extraordinary service to high-net-worth clients.

Excellent attitude and commitment to providing exceptional service.

Exemplary interpersonal, influencing, and communication skills across multiple mediums (in-person, phone, virtual).

Conditions of employment: Must be legally eligible to work in Canada. A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.

All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

📌 Associé / Associate (Kirkland)
🏢 Wellington-Altus
📍 Kirkland