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Associate

4 months ago

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

**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., 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 opportunity**:
Wagner Investment Management Team is looking for a Licensed Associate to join their team. Reporting to the Senior Wealth Advisor, Senior Portfolio Manager, the Associate acts as a resource person for clients and assists Investment Advisors with administrative tasks and transaction processing related to managing client accounts.

**Key responsibilities include**:

- Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc.
- Account processing (converting RRSP to RRIF, setting up RRIF payments, estates, 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.
- Committed to rigorous follow up relating to all client transactions to ensure proper processing and minimization of errors.
- 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).
- 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.
- Registration as an IR or RR with CIRO.
- A professional designation such as PFP or CFP is considered an asset.
- A commitment to fulfilling Continuing Education requirements.
- A demonstrated ability to independently prioritize and accomplish tasks with mínimal supervision.
- 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; stay up to date on all processes and procedures.
- Strong organizational skills.
- An excellent attention to detail.
- A reliable, consistent work ethic.

**Conditions of Employment**:

- Must be legally eligible to work in Canada.
- Current and maintained registration as an IR or RR, including completion of all courses and experience requirements, with CIRO with the ongoing requirement to fulfill Continuing Education requirements.
- 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): Industry experience, preferably in an administrative or operational capacity

**Licenses & Certifications**: Preferred
- RR
- IR