Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto office.

Our organization:

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., one of Canada’s Top Growing Companies**. 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. ** Report on Business 2026 rankings.

The opportunity:

Reporting to the VP, Business Systems & Innovation, the Project Manager is responsible for developing, executing, and maintaining comprehensive implementation plans, as well as delivering goal-based reporting for WAPW projects.

The Project Manager plays a key role in both planning and execution, serving as a primary point of contact for internal and external stakeholders. This role ensures effective communication of project milestones and drives successful, timely delivery of project outcomes.

Key responsibilities include:

- Lead projects and support the development, coordination, and execution of project plans, including monitoring contract deliverables.
- Apply strong business and technical acumen to ensure deliverables and outcomes align with the approved business case.
- Engage with stakeholders to understand business needs and effectively capture risks, issues, and key decisions.
- Develop and implement change management plans to support project and organizational change initiatives.
- Assist in defining project scope, objectives, and deliverables.
- Maintain accurate project records, databases,



and documentation within planning tools, ensuring compliance with industry standards; generate financial summaries as required.
- Develop, track, and report on project key performance indicators (KPIs).
- Establish review schedules, monitor project progress, and recommend adjustments to maintain timelines and budget adherence.
- Respond to inquiries by providing accurate and timely project-related information across all communication channels.
- Review and approve vendor invoices and prepare supporting documentation as necessary.
- Manage administrative tasks and organize documentation to support project governance and due diligence.
- Support the management of project budgets, timelines, and resource allocation.
- Contribute to the preparation of project status reports and related documentation.
- Serve as a resource and point of support for project team members.
- Perform other related duties as assigned.

The ideal candidate will possess:

- Bachelor’s degree in business, Economics, Statistics, or equivalent experience.
- Project management certification or training (e.g., PMP, CSM) is preferred.
- 5-8 years of project management experience, including overseeing timelines, budgets, and cross-functional teams in the financial services or private wealth management industry.




- Familiarity with wealth management platforms, CRM systems, and project management tools, with 2-3 years of experience managing relationships with high-net-worth clients and stakeholders.
- Proficiency with the MS Office suite
- Proficiency with the Project Management tools (e.g. Atlassian)
- Project Management & Delivery: Knowledge of project management principles, including planning, execution, and delivery across varying levels of complexity.
- Project Planning, Scope & Controls: Ability to define scope, establish performance measures, and apply monitoring and control practices to manage timelines, budgets, and outcomes.
- Business, Technical & Analytical Acumen: Understanding business needs and technical environments, with the ability to align outputs to business cases and analyze performance data.
- Change & Stakeholder Management: Capability to support change initiatives and effectively manage stakeholder communication and information flow.
- Project Governance & Documentation: Proficiency in maintaining accurate project documentation, ensuring compliance, and supporting governance, reporting, and due diligence activities.
- Financial & Vendor Management: Knowledge of budget tracking, financial reporting, and vendor/contract oversight.
- Collaboration & Team Support: Ability to work collaboratively and provide guidance and support within a project team environment.

Compensation & Perks:

- Range $105,000 - $130,000 annually.
- This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experie

📌 Project Manager (Toronto)
🏢 Wellington-Altus
📍 Toronto