Wealth & Advisory Sales & Support Specialist

**Coordinator, Wealth Products** **Location**:This position will be based out of our Winnipeg or Toronto office. **Our organization**: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions...

Job Description Job Description Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned...

Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned with ACU’s values. In...

**Tax and Estate Specialist** **Location**:This position can be based out of any of our office locations across Canada. **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...

Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned with ACU’s values. In...

Join to apply for the Wealth Management Associate role at Wellington-Altus 1 day ago Be among the first 25 applicants Location: This position will be based out of our Winnipeg office. About Wellington-Altus Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc.,...

Join to apply for the Wealth Management Associate role at Wellington-Altus 1 day ago Be among the first 25 applicants Location: This position will be based out of our Winnipeg office. About Wellington-Altus Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc.,...

**Responsibilities**: - Communicate with clients professional legal and accounting advisors to discuss issues and recommendations - Prepare presentation slides, newsletters and client communication pieces on various investment and wealth planning topics and strategies - Assistance in implementing tax loss selling and other yearend tax strategies Knowledge,...

Permanent Full Time An exciting opportunity exists to be part of an amazing team of professionals in one of Canada’s leading Insurance Companies in the Group Customer Division. As a **Health and Wealth Support Associate**, you will support a team of licensed Health and Wealth Consultants’ sales, service and leadership staff by handling administrative...

Permanent Full Time An exciting opportunity exists to be part of an amazing team of professionals in one of Canada’s leading Insurance Companies in the Group Customer Division. As a **Health and Wealth Support Associate**, you will support a team of licensed Health and Wealth Consultants’ sales, service and leadership staff by handling administrative...