Current jobs related to Associate - Markham, Ontario - Wellington-Altus Private Wealth Inc.

  • Fashion Associate

    3 weeks ago

    Markham, Ontario, Canada Walmart Canada Full time

    Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that processes and stocks all fashion merchandise and maintains merchandise standards, including modular and signage integrity, all in a safe and clean environment. This Associate...

  • Grocery Associate

    3 weeks ago

    Markham, Ontario, Canada Walmart Canada Full time

    Position Summary...Working as a Grocery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Grocery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the grocery area, and assists with stocking and the sale of goods. If you are looking for an...

  • Sales Associate

    7 days ago

    Markham, Ontario, Canada Roots Full time

    Join a dynamic team as a Sales Associate at a leading fashion brand, where you'll develop relationships with customers and drive sales growth in a fast-paced retail environment. Sales Associate Roots is a culture and lifestyle that values dynamic individuals who enjoy challenges and share our vision for a safer, cleaner, healthier planet. We're looking...

  • Grocery Associate

    2 weeks ago

    Markham, Ontario, Canada Walmart Canada Full time

    Job Title: Grocery Associate Company: Walmart Canada Job Description: As a Grocery Associate at Walmart Canada, you will provide exceptional customer service, maintain a clean and organized store environment, and assist with stocking and sales of goods. Key Responsibilities: Zone the department to ensure a clean and organized store environment Rotate...

  • Sales Associate

    5 hours ago

    Markham, Ontario, Canada Accoravillage Full time

    SALES ASSOCIATEWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Kitchen Stuff Plus. As a Sales Associate, you will play a key role in providing exceptional customer service, driving sales, and maintaining a positive store environment.Key Responsibilities:Provide outstanding customer service, ensuring a welcoming and...

  • Sales Associate

    2 hours ago

    Markham, Ontario, Canada Accoravillage Full time

    SALES ASSOCIATEWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Kitchen Stuff Plus. As a Sales Associate, you will play a key role in providing exceptional customer service, driving sales, and maintaining a positive store environment.Key Responsibilities:Provide outstanding customer service, ensuring a welcoming and...

  • Grocery Associate

    3 weeks ago

    Markham, Ontario, Canada Walmart Canada Full time

    Job Title: Grocery Associate Company: Walmart Canada Job Summary: As a Grocery Associate at Walmart Canada, you will play a vital role in delivering exceptional customer service and ensuring the smooth operation of our grocery department. This is an exciting opportunity to develop your skills in the retail industry and work in a dynamic team environment. Key...

  • Sales Associate

    1 week ago

    Markham, Ontario, Canada Roots Full time

    {"h2": "Sales Associate Role Overview"} At Roots, we're looking for a Sales Associate to join our team. As a Sales Associate, you'll be responsible for providing exceptional customer service, maintaining a visually appealing store environment, and performing point-of-sale transactions. Key Responsibilities Develop relationships with customers and provide...

  • Marketing Associate

    2 weeks ago

    Markham, Ontario, Canada Ace Management Group Inc. Full time

    Ace Management Group Inc. is seeking a highly motivated and organized Marketing Associate to join our team. As a Marketing Associate, you will play a key role in promoting our clients' brands, services, and products through our event-based marketing approach.We are looking for a self-starter with strong leadership qualities, excellent communication skills,...

  • Marketing Associate

    2 weeks ago

    Markham, Ontario, Canada Ace Management Group Inc. Full time

    Ace Management Group Inc. is seeking a highly motivated and organized Marketing Associate to join our team. As a Marketing Associate, you will play a key role in promoting our clients' brands, services, and products through our event-based marketing approach.We are looking for a self-starter with strong leadership qualities, excellent communication skills,...

  • General Merchandise Associate

    1 week ago

    Markham, Ontario, Canada Walmart Canada Full time

    Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great way to develop your skills in the retail industry. A General Merchandise Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the general merchandise area, and assists with stocking and the sale of...

  • General Merchandise Associate

    2 days ago

    Markham, Ontario, Canada Walmart Canada Full time

    General Merchandise Associate Job Description As a General Merchandise Associate at Walmart Canada, you will provide exceptional customer service, maintain store displays, and assist with stocking and sales. Key Responsibilities: Provide excellent customer service by greeting customers, answering questions, and resolving issues. Cover assigned areas on...

  • Dairy Frozen Associate

    3 weeks ago

    Markham, Ontario, Canada Walmart Canada Full time

    Position Summary...Working as a Dairy/ Frozen Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Dairy/ Frozen Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the Dairy/ Frozen area, and assists with stocking and the sale of goods. If you are...

  • Sales Associate

    3 hours ago

    Markham, Ontario, Canada beBee Professionals Full time $45,000 - $65,000

    We are seeking a highly motivated and customer-focused Sales Associate to join our team at beBee Professionals in Markham, Canada.Key Responsibilities:Provide exceptional customer service and assist customers with their purchases.Maintain a thorough knowledge of products and promotions to offer accurate information and recommendations.Process transactions...

  • Sales Associate

    5 hours ago

    Markham, Ontario, Canada beBee Professionals Full time $45,000 - $65,000

    We are seeking a highly motivated and customer-focused Sales Associate to join our team at beBee Professionals in Markham, Canada.Key Responsibilities:Provide exceptional customer service and assist customers with their purchases.Maintain a thorough knowledge of products and promotions to offer accurate information and recommendations.Process transactions...

  • Sales Associate

    2 weeks ago

    Markham, Ontario, Canada Roots Full time

    Sales Associate Join the Roots team and be part of a dynamic and inclusive culture that values growth, innovation, and customer satisfaction. As a Sales Associate at Roots, you will play a key role in delivering exceptional customer experiences and driving sales growth. You will be responsible for: Providing outstanding customer service and building strong...

  • Associate Camp Director

    5 days ago

    Markham, Ontario, Canada Camp Riverwood Full time $20 - $25

    Camp Riverwood Associate Camp DirectorJoin our team as an Associate Camp Director at Camp Riverwood, a premier summer camp in Scarborough and Durham Region, Ontario. As a key member of our leadership team, you will be responsible for overseeing daily camp operations, ensuring camper safety, and managing staff.Key Responsibilities:Oversee daily camp...

  • Associate Camp Director

    5 days ago

    Markham, Ontario, Canada Camp Riverwood Full time $20 - $25

    Camp Riverwood Associate Camp DirectorJoin our team as an Associate Camp Director at Camp Riverwood, a premier summer camp in Scarborough and Durham Region, Ontario. As a key member of our leadership team, you will be responsible for overseeing daily camp operations, ensuring camper safety, and managing staff.Key Responsibilities:Oversee daily camp...

  • Store Associate

    2 weeks ago

    Markham, Ontario, Canada Sherwin-Williams Full time

    Store Associate Job DescriptionStore Associate Job Description This position is crucial to the success of our retail stores. As a Store Associate, you will work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Key Responsibilities:Ensure high...

  • Warehouse Associate

    2 weeks ago

    Markham, Ontario, Canada Savers Value Village Full time

    {"title": "Retail Warehouse & Production Associate", "description": "About UsSavers / Value Village is a purpose-driven company that champions reuse and inspires a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items that have been donated by the community to local nonprofit organizations.Job SummaryWe are...

Associate

3 months ago

Markham, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

Associate

Location:
This position will be located in our Markham 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., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies.

With more than $25 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 2023 Brokerage Report Card._

The Team:


At Garriock, Manning & Associates, we specialize in empowering individuals to make sound financial decisions, enhancing their quality of life.

With a commitment to providing clarity and confidence about the future, our personalized solutions are tailored to each individual's unique circumstances.

Our goal is to bring peace of mind, both now and for the future, ensuring our clients are well-prepared for what lies ahead.


The opportunity:


Reporting to the Wealth Advisor, the Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team.

The Associate will act as a resource person for clients and assist Advisors on the team with administrative tasks, transaction processing, and account-related activities.


Key responsibilities include:

  • Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc.
  • Account processing (converting registered accounts, setting up account payments, RIF, SWP, estate settlements, beneficiary updates, etc.).
  • Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
  • Processing unsolicited trades and providing quotes.
  • Taking the lead on team or client projects.
  • Researching industry related information from a variety of sources as requested by Advisor.
  • Keeping abreast of policy and procedure changes within the firm and industry.
  • Staying committed to rigorous follow up relating to all client transactions to ensure proper processing.
  • Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
  • Acting as a resource person for clients (ex: generating specialized reports, questions about specific products).
  • A commitment to fulfilling Continuing Education requirements.
  • Performing other duties as assigned.
  • A diploma in business administration, accounting, finance, or similar field of study.
  • A minimum of three years' industry experience, preferably in an administrative or operational capacity.
  • A high degree of attention to detail.
  • Strong organizational skills.
  • Registration as an IR or RR with IIROC is considered an asset.
  • A professional designation such as PFP or CFP is considered an asset.
  • Completion of the LLQP is considered an asset.
  • Proficiency with DocuSign, Adobe, Excel, SharePoint, iMost, Compass, Croesus, NetRep.
  • A demonstrated ability to independently prioritize and accomplish tasks with mínimal supervision.
  • An excellent attitude and commitment to providing extraordinary service.
  • A proven ability to independently identify problems and make suggestions for improvement.
  • An ability to adapt quickly to changing needs and work requirements and stay up to date on all processes and procedures.
  • A reliable, consistent work ethic.

Conditions of Employment:

  • Must be legally eligible to work in Canada.
  • A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

To apply:

Experience:
Required

  • 3 year(s): Financial industry experience, preferably in an administrative or operational capacity