26 Oct
|
Wellington-Altus
|
Greater Sudbury
26 Oct
Wellington-Altus
Greater Sudbury
Location: This position will be based in Sudbury, ON.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc—the top-rated** investment dealer in Canada. With more than $50 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.
- Report on Business 2025 rankings.
- Investment Executive 2026 Brokerage Report Card.
The prospect:
Reporting to the Lead Investment Advisor, the Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. The Associate will act as a resource person for Associates and Advisors on the team, and will do so by completing administrative tasks, reporting, and
📌 Associate (Greater Sudbury)
🏢 Wellington-Altus
📍 Greater Sudbury