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Investment Associate

4 weeks ago

Calgary, Canada Wellington-Altus Private Wealth Inc. Full time

**Investment Associate**

**Location**:This position will be based out of our Calgary 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., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 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 Senior Wealth Advisors/Senior Portfolio Managers, the Investment Associate plays an integral role in managing client relationships and delivering superior investment management and services to the team’s high and ultra-high-net-worth clients.

**Key responsibilities include**:

- Managing and maintaining client relationships for team’s top clients.
- Working closely with the Senior Wealth Advisors/Senior Portfolio Managers to deliver wealth management services.
- Responding to client inquiries and providing timely and accurate information.
- Preparing and coordinating client meetings, including agendas, presentations, meeting materials, and follow-ups.
- Attending client meetings, as requested.
- Proactively managing and maintaining client relationships with rising generation clients
- Supervise Associates in the preparation of quarterly client reports.
- Working closely with the Senior Tax Advisor, Wealth Planning to deliver wealth management services, including tax reporting, interest calculations, and family trust administration.
- Training new Associates, and providing ongoing guidance, direction and mentorship to Associate team members in the performance of their duties and responsibilities.
- Collaborate with the team on various investment and operational projects and take proactive steps to improve operational policies, processes and practices to deliver exceptional service to clients
- Participate in team meetings and contribute to the development of best practices and process improvements
- Collaborate with internal teams, including investment, compliance, and operations, to deliver comprehensive wealth management solutions
- Stay up to date on firm and industry administrative and compliance policies and procedures and keep staff informed
- Establish and maintain Relationship Management policies and procedures manual
- Maintain up-to-date client records and documentation
- Utilize CRM tool (Maximizer) to efficiently manage tasks and maintain client documentation
- Ensure compliance with regulatory requirements and company policies and maintain exemplary client files
- Perform other duties and projects, as assigned
- A minimum of 5 years’ experience in wealth management in a client facing role.
- A bachelor’s degree in finance, business administration, economics or a related field of study.
- RR licensed and current registration in good standing (RR preferred, but will consider IR with enrollment to become RR licensed).
- Enrollment or completion of WME designation.
- Professional designation of CFP, PFP is an asset.
- Life and A&S Insurance licensed is an asset.
- Strong understanding of financial markets, investment products, advanced wealth management strategies and financial planning.
- Working knowledge of personal, family trust and corporate taxation for financial planning, investment management, and risk management solutions for inter-generational wealth transfer.
- In-depth knowledge of investment industry rules, regulations, policies and procedures.
- Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.
- An ability to be detail-oriented, with strong analytical and problem-solving skills.
- An ability to work independently and as part of a team in a fast-paced, dynamic environment.
- Demonstrated exceptional customer service skills and exhibits a high level of professionalism.
- Strong organization skills and demonstrated ability to manage multiple tasks and prioritize effectively.

**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**: