Full-Time Associate (Lions Gate Private Wealth Counsel) Location: This posting is for an existing vacancy in Wellington-Altus's Vancouver office. Founded in 2017, Wellington-Altus Private Wealth 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. *The Team: Lions Gate Private Wealth Counsel Joining Lions Gate means becoming part of a team-oriented team that is passionate about helping clients make better financial decisions. We combine expertise in investment management, financial planning, retirement, insurance, tax, and estate strategies to deliver a truly integrated wealth management experience.

Supported by Wellington-Altus and an extensive network of professional partners, our team works together to provide exceptional advice, proactive service, and long-term guidance to successful families, professionals, business owners, and retirees. Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel , the Associate supports the day-to-day operations of the practice by providing administrative, client service, and operational support. Provide professional, timely, and responsive service to clients, serving as a key point of contact between clients, Advisors, and internal teams.

Support

Advisors by coordinating meetings, preparing client materials, responding to inquiries, assisting with account-related requests, and providing approved account and transaction updates.

Account

Administration & Transaction Support Open, maintain, and update client accounts, records, and documentation while ensuring accuracy and completeness. Assist with account-related administrative activities, including the preparation, review, and processing of forms, electronic documentation, and client transactions in accordance with firm policies and licensing requirements.



Maintain accurate client files and records within applicable systems and databases.

Operational & Administrative Support Provide administrative and operational support to Advisors and team members, including report preparation, correspondence, presentations, and other client-related materials. Support day-to-day office operations, meeting coordination, document management, and other administrative activities as required. Assist with reporting, data maintenance, process improvements, and special projects that enhance team efficiency and effectiveness.

Compliance & Risk Management Ensure all activities are completed in accordance with regulatory requirements, firm policies, and internal procedures. Perform additional duties and special projects as assigned. Bachelor’s degree in business administration, finance, or similar field of study, or equivalent combination of education and experience. ~1-3 years of experience in wealth management, financial services industry, or customer service. ~ However, experience with or an interest in pursuing industry credentials, such as Investment Representative (IR) or Registered Representative (RR) designation, would be considered an asset.

Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook. ~ Experience working with Croesus and Maximizer is considered an asset. ~ Able to work independently with minimal supervision while contributing effectively as part of a collaborative team. ~ 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 benefits per location.

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.

📌 Associate (Lions Gate Private Wealth Counsel) (Vancouver)
🏢 Wellington-Altus Private Wealth
📍 Vancouver