30 Oct
|
Wellington-Altus Private Wealth
|
Ontario
30 Oct
Wellington-Altus Private Wealth
Ontario
Wellington-Altus Private Wealth Inc. in Toronto seeks an Associate for the National Advisory Desk to move client households from advisors into NAD and coordinate transition activities.
You will prepare transition lists, contact clients, and arrange introductory meetings with the Lead Advisor, while supporting the Lead Advisor with their client list and maintaining accurate records. The role requires 3+ years in wealth management, robust client communication, and active CIRO RR status from day
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📌 Wealth Advisory Client Transition Associate (Ontario)
🏢 Wellington-Altus Private Wealth
📍 Ontario