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Senior Financial Analyst, Wealth Strategy
1 month ago
Senior Financial Analyst, Wealth Strategy
Location: This position will be in-office, based out of our Toronto location.
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 more than $30 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 2024 Brokerage Report Card.
The opportunity:
Reporting to the Senior Vice-President, Wealth Strategy & Advisor Enablement, the Senior Financial Analyst, Wealth Strategy will be responsible for building and maintaining the firm’s data analytics set and reporting suite.
The incumbent will have a sound understanding of the Canadian Wealth Management industry, familiar with core concepts around unique AUA and revenue platforms and streams, Advisor Compensation policies and grid payouts, and advisor code structures.
Key responsibilities include:
- Ongoing build and maintenance of Wellington-Altus Private Wealth’s internal firm and advisor level data analytics set (MS Excel), including implementing new data queries into the master reporting file and building out of new reporting views as directed by the SVP Wealth Strategy or at the request of the Executive Committee.
- Preparing monthly reporting suite for Executive Committee, Regional Managers, Advisors teams, and other business line end-users, including monthly file rollover, team and advisor code mapping updates, source data updating, addition of newly joined teams across the entire file, creation and distribution of PDF files to all end users.
- Conducting ad hoc data analyses and reporting in support of policy decision discussions, as well as Executive Committee, Regional Manager and Advisor data requests.
- Building and maintaining financial modeling spreadsheets.
- Assisting with ongoing administration of Advisor Compensation policies including monthly Commission Payout and Office Efficiency Policy tracking and chargebacks.
- Performing other duties as assigned.
The ideal candidate will possess:
- A bachelor's degree or diploma in finance, accounting, or related field, or equivalent work experience.
- 3-5 years’ experience in a wealth management role; experience in an analyst position or within a product support role.
- CPA designation is a strong asset.
- CSC is an asset.
- Proficiency in Microsoft Excel is essential, with experience in data management, including maintaining cohesive data structures, operating within structured data environments, and working with highly complex data sets.
- Proficiency with the MSOffice suite, including Word, Powerpoint, Teams, and Outlook.
- Experience with Power BI is an asset.
- Strong analytical, organizational and problem-solving skills.
- Excellent attention to detail.
- Good interpersonal skills, with an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
- Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work, ongoing monthly processes and long-term goals.
- An ability to maintain the highest levels of confidentiality.
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.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.
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