Job Description
Associate - Location
Location: This posting is for an existing vacancy in Wellington‑Altus’ Toronto office.
Our Organization
Founded in 2017, Wellington‑Altus Financial Inc. (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., and Wellington‑Altus Private Wealth Inc. – the top‑rated investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 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 Associate Investment Advisor, the Associate acts as a resource person for clients and assists with administrative tasks and transaction processing related to managing c...