Investment Associate Investment Associate Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto Alcorn office. Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

Investment

Executive 2026 Brokerage Report Card.

The Team: Stovel Asset Management Whether it’s saving for your child’s education, inciting change through charitable work, or building a legacy to last for generations, our team at Stovel Asset Management has the resources, experience, and expertise to support you.Through in-depth discussions and diligent asset management, we deliver comprehensive wealth management solutions for all facets of your financial life – be it personal, professional, or philanthropic – while ensuring that your family is cared for and your wealth is safeguarded for generations to come. Reporting to the Senior Wealth Advisor & Senior Portfolio Manager at Stovel Asset Management, the Investment Associate helps ensure the efficiency of the advisory practice by supporting portfolio administration, coordinating client requests, and contributing to a high-quality client experience. The role serves as a key point of contact for clients, supporting day-to-day service needs, transaction processing,



and regulatory compliance.This opportunity sits within a high performing team of advisors and is designed for someone seeking long term growth in wealth management.

Relationship

Management & Client Consultation Act as a trusted resource for clients by addressing inquiries related to accounts, transactions, reporting, and general product information. Support client onboarding and ongoing relationship management activities in alignment with Advisor and firm standards.

Client Portfolio Management

Process client-initiated (unsolicited) trades and provide market quotes in accordance with registration status and firm policies. Execute a wide range of account transactions. Complete account maintenance activities.

Assist in preparing client meetings by organizing account documentation, reports, and supporting materials. Stay informed of internal policies, procedures, and regulatory changes impacting advisory operations. Stay updated on a wide range of investment products available in the Canadian market, including stocks, bonds, mutual funds, ETFs, and alternative investments.

Assess the suitability of different products based on clients' profiles and regulatory requirements.

Support





Advisors by gathering information and assisting with suitability considerations based on client profiles and regulatory requirements. Demonstrate a commitment to continuous learning and professional development, including progression toward licensing (if not currently licensed). A bachelor's or master's degree in business administration, accounting, finance or related field, or equivalent work experience. ~Experience in wealth management or other regulated industry is a strong asset. ~ Investment Representative (IR) license. ~ Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook. ~ Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-terms goals. ~ an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually). ~ highly adaptive and able to manage a large volume of competing priorities. ~ Compensation for part-time roles will be pro-rated based on number of hours regularly worked.

Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique advantages per location. Must be able to travel up to 5% of the time.

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.

📌 Investment Associate (Stovel Asset Management) (Toronto)
🏢 Wellington-Altus
📍 Toronto