Investment Associate

3 weeks ago

Winnipeg, Manitoba, Canada Wellington-Altus Full time
Investment Associate Job Description

About the Role:

We are seeking a highly motivated and detail-oriented Investment Associate to join our team at Wellington-Altus. As an Investment Associate, you will play a key role in supporting our Senior Investment Advisors in providing exceptional client service and investment management support.

Key Responsibilities:

  • Build and maintain strong relationships with clients through regular communication and proactive support.
  • Address client inquiries, concerns, and service requests in a timely and professional manner.
  • Act as a resource person for clients, providing investment management support and account facilitation.
  • Meet with clients to understand their financial goals, risk tolerance, and investment preferences.
  • Provide personalized investment management support, working with suitable products and platforms to help clients achieve their long-term objectives.

Requirements:

  • Bachelor's or master's degree in business administration, accounting, finance, or related field, or equivalent work experience.
  • 3-8 years' financial services industry experience, with 2+ years' experience in a customer/client-service facing role.
  • IIROC licensing requirements, including completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), as well as active registration as an Investment Representative (IR) or Registered Representative (RR) with Canadian Investment Regulatory Organization (CIRO).
  • Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • Experience working with Croesus and any trading software is considered an asset.

What We Offer:

Wellington-Altus is a dynamic and entrepreneurial organization that values a collaborative and dynamic team environment with strong integrity. We offer a competitive compensation package, opportunities for professional growth and development, and a supportive team environment.

How to Apply:

If you are a motivated and detail-oriented individual with a passion for investment management and client service, please submit your application, including your resume and cover letter, to [insert contact information].

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