Job Description
Job Details
Type: Full-time, 15-month term position.
Location: This posting is for an existing vacancy in Wellington-Altus’ Kanata office.
About the Company
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.
The Opportunity
Reporting to the Senior Wealth Advisor, Portfolio Manager, the Associate will act as a resource person for clients and assist Investment Advisors with admi...