Investment Associate

4 days ago

Burlington, Ontario, Canada Wellington-Altus Full time
Investment Associate Opportunity

We are seeking a highly skilled and detail-oriented Investment Associate to join our team at Wellington-Altus. As a key member of our financial services team, you will play a critical role in supporting our Investment Advisors and providing exceptional client service.

Key Responsibilities:
  • Assist in preparing Advisors for client meetings, including preparation of account opening documentation and product research.
  • Process a variety of transactions, including converting RRSPs to RRIFs, setting up RRIF payments, and processing unsolicited trades.
  • Take the lead on team or client projects, demonstrating strong organizational and problem-solving skills.
  • Research industry-related information from various sources as requested by Advisors.
  • Stay up-to-date on policy and procedure changes within the firm and industry.
  • Commit to rigorous follow-up on client transactions to ensure proper processing and minimize errors.
  • Maintain client files, ensuring all documentation and notes are compliant with industry regulations.
Requirements:
  • Diploma in business administration, accounting, finance, or a similar field of study.
  • Minimum of 3 years of industry experience, preferably in an administrative or operational capacity.
  • IIROC licensing requirements, including completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).
  • Active registration as an Investment Representative (IR) or Registered Representative (RR) with Canadian Investment Regulatory Organization (CIRO).
  • Professional designation, such as PFP or CFP, is considered an asset.
What We Offer:

Wellington-Altus is a dynamic and growing organization that values its employees and provides opportunities for professional growth and development. We offer a competitive compensation package, a collaborative work environment, and a commitment to diversity and inclusion.

If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

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