Job Description
Associate
Location: This posting is for an existing vacancy in Wellington-Altus’ Kelowna office. Our organization:Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is 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 and one of Canada’s Best Managed Companies. With nearly $40 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.
*Investment Executive 2025 Brokerage Report Card. The opportunity:
Reporting to the Senior Wealth Advisors, the Associate provides support to the team across both planning‑related tasks and core operational functions. The role a...