Job Description
Join Wellington-Altus as a Senior Financial Analyst focusing on wealth strategy in Toronto. Utilize your analytic skills to enhance reporting and advisor support.
This position at Wellington-Altus offers a unique opportunity to impact wealth management by providing essential data analytics. Reporting directly to the Senior Vice-President, you will manage data relevant to advisor compensation and performance reporting. Candidates should have a strong foundational knowledge of the wealth management industry to excel in this role.
Key Responsibilities:
• Maintain comprehensive data analytics for the firm and its advisors
• Prepare monthly reports for key stakeholders
• Perform data analysis for policy discussions and requests
• Support Advisor Compensation policy administration
Requirements:
• Degree in finance, accounting, or a related field
• 3-5 years in a wealth management or analyst role
• CPA and CSC/CPH designations are strong assets
• Proficient wi...
This position at Wellington-Altus offers a unique opportunity to impact wealth management by providing essential data analytics. Reporting directly to the Senior Vice-President, you will manage data relevant to advisor compensation and performance reporting. Candidates should have a strong foundational knowledge of the wealth management industry to excel in this role.
Key Responsibilities:
• Maintain comprehensive data analytics for the firm and its advisors
• Prepare monthly reports for key stakeholders
• Perform data analysis for policy discussions and requests
• Support Advisor Compensation policy administration
Requirements:
• Degree in finance, accounting, or a related field
• 3-5 years in a wealth management or analyst role
• CPA and CSC/CPH designations are strong assets
• Proficient wi...