Strategic Investment Consultant

1 week ago


Burlington, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

The Role: Investment Associate (CIRO Licensed)

Location: Burlington office based

  • Investment Executive 2024 Brokerage Report Card.

Opportunity Overview:

We are seeking a detail-oriented and organized Investment Associate to support our Investment Advisors with administrative tasks, transaction processing, and client relationship management. The successful candidate will be responsible for providing exceptional investment advice, building strong relationships with clients, and ensuring compliance with CIRO regulations.

Key Responsibilities:

Relationship Management & Client Consultation

  • Bilateral engagement with clients to understand their financial goals, risk tolerance, and investment preferences.
  • Personalized investment advice and product recommendations tailored to client objectives.

Product Knowledge:

  • Up-to-date knowledge of various Canadian investment products, including stocks, bonds, mutual funds, ETFs, and alternative investments.
  • Suitability assessments for clients' profiles and regulatory requirements.
  • Ongoing industry policy and procedure updates.
  • Account processing, including RRSP conversions, RRIF setup, estate management, and beneficiary updates.
  • Supporting advisors in preparing for client meetings, including account opening documentation and product research.

Requirements:

We are looking for an experienced professional with:

  • A bachelor's or master's degree in business administration, accounting, finance, or a related field, or equivalent work experience.
  • 3-8 years of financial services industry experience in a high growth environment.
  • Experience in wealth management or regulated industries is an asset.
  • IIROC licensing requirements, including the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), as well as active registration as an Investment Representative (IR) or Registered Representative (RR) with CIRO.
  • Proficiency in MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
  • Working experience with Croesus and Salesforce is considered an asset.

Why Wellington-Altus Private Wealth?

We value diversity and equity within our community and welcome applications from women, racialized persons, Indigenous peoples, persons with disabilities, and individuals of all sexual orientations and genders. Our company culture emphasizes collaboration, innovation, and continuous learning.



  • Burlington, Ontario, Canada Co-operators Full time

    Co-operators is a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society. Our team plays a crucial role in delivering on this strategy, and we prioritize our people to ensure they thrive and live our purpose.We are seeking a Strategic Labour Relations Consultant to support both unionized and...


  • Burlington, Ontario, Canada TransUnion LLC Full time

    At TransUnion LLC, we strive to leverage information to empower informed decision-making.About UsWe are a trusted provider of global information solutions dedicated to improving the quality of life for individuals, families, communities, and local economies worldwide.Estimated Salary Range: $120,000 - $180,000 per yearThis role is a hybrid position requiring...


  • Burlington, Ontario, Canada TransUnion LLC Full time

    Key Responsibilities: As a key member of the TransUnion team, you will play a crucial role in expanding the COO's time by providing high-level day-to-day organizational, project management, administrative support, as well as communication, research, and analysis. You will ensure optimal performance of the operations team, which is a critical interface...


  • Burlington, Ontario, Canada Canadian Partnership for Women and Children Full time

    Chief Financial and Investment Officer – Canada and USAThe Chief Financial and Investment Officer (CFIO) is a pivotal role within our organization, responsible for developing and communicating our investment strategy and policies, contributing to business strategy, managing the investment portfolio, and making decisions on asset allocation and risk...


  • Burlington, Ontario, Canada Atlas Copco Full time

    About CPC PumpsCPC Pumps International Inc. is a leading provider of innovative compressor, vacuum, power, and industrial technologies serving customers worldwide.As a key part of the Atlas Copco Group, we offer a unique opportunity to work with cutting-edge solutions in various industries, including electronics, medical research, renewable energy, food...


  • Burlington, Ontario, Canada Canadian Partnership for Women and Children Full time

    Chief Financial and Investment Officer – Canada & USAPurpose of the Role:The Chief Financial and Investment Officer (CFIO) plays a pivotal role in developing and communicating World Renew's investment strategy and policies, contributing to business strategy, managing the investment portfolio of the organization, making decisions on asset allocation, and...


  • Burlington, Ontario, Canada Smart Tech Outlet Full time

    Job DescriptionWe are seeking a highly skilled Marketing Strategy Consultant to join our team at Smart Tech Outlet.Company OverviewSmart Tech Outlet is a leading provider of innovative technology solutions. Our mission is to deliver exceptional products and services that meet the evolving needs of our customers.SalaryThe estimated annual salary for this...


  • Burlington, Ontario, Canada Accoravillage Full time

    Investment Finance and Portfolio Management ExpertWe are seeking a highly skilled Senior Financial Analyst to join our Investment Finance Team as a Senior Financial Analyst, Investment Finance and Portfolio Manager. This role is responsible for timely and accurate internal and external financial reporting for the Equiton Group of companies and conducting...


  • Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?Royal Bank of Canada is seeking a highly skilled professional to fill the Associate Branch Director position in our Wealth Management Division. As a key member of our team, you will be responsible for overseeing all aspects of the branch, driving sales growth, and ensuring operational...


  • Burlington, Ontario, Canada Sodexo Canada Ltd Full time

    Job DescriptionWe are seeking an experienced Strategic Financial Director to join our team at Sodexo Canada Ltd. As a key business partner to Sales and Operations, you will play a critical role in driving financial growth and success.About the RoleThis is an exceptional opportunity to leverage your expertise in financial modeling, strategic planning, and...


  • Burlington, Ontario, Canada TransUnion Full time

    About the Role:We are seeking a Strategic Partnerships and Alliances Specialist to manage existing and attract new platform and distribution partners across Auto, Mortgage, Credit Unions, and new market adjacencies to increase adoption of TU products and solutions.Responsibilities:Continuously monitor the performance of assigned partnerships and make...


  • Burlington, Ontario, Canada Bunzl Canada Full time

    Job DescriptionBunzl Canada Inc. is seeking a seasoned Strategic Financial Planner to drive business growth and profitability in our dynamic organization.About the RoleThis exciting opportunity will appeal to experienced financial professionals looking to make a significant impact on our company's strategic direction. As a key member of our finance team, you...


  • Burlington, Ontario, Canada The Co-operators Group Limited Full time

    Company OverviewThe Co-operators Group Limited is a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society.Salary & BenefitsWe offer a competitive salary range of $95,000 - $115,000 per annum, commensurate with experience, plus a comprehensive total rewards package including bonus, pension and...


  • Burlington, Ontario, Canada Watershed HR Solutions Inc Full time

    Job DescriptionWe are seeking a highly skilled Strategic Human Resources Professional to join our team at Watershed HR Solutions Inc. As a key member of our organization, you will play a vital role in developing and implementing effective human resources policies and programs.Key Responsibilities:Plan, develop, and implement recruitment strategies to attract...


  • Burlington, Ontario, Canada Arch Staffing Full time

    Arch Staffing & Consulting, a leading North American third-party logistics company, is seeking an experienced Strategic Logistics Account Director. As a driving force behind our seamless transportation solutions, you will be responsible for tracking shipments, pricing and quoting shipments, dispatching logistics service providers, and ensuring a...


  • Burlington, Ontario, Canada TransUnion Full time

    At TransUnion, we are dedicated to helping organizations make informed decisions by providing them with reliable information solutions. As a Strategic Partnership Development Manager, you will play a crucial role in driving business growth through strategic partnerships.About the Role:We are seeking an experienced professional to manage our existing and...


  • Burlington, Ontario, Canada Elby Professional Recruitment Full time

    Company OverviewWe are a reputable Asset Management firm seeking an experienced Senior Financial Analyst to join our team. With a focus on building and maintaining strong relationships, this role will play a crucial part in shaping the financial performance of our business.SalaryThe estimated salary for this position is $92,500-$97,500 per year, based on...

  • Marketing Strategist

    4 weeks ago


    Burlington, Ontario, Canada RLDUNN & ASSOCIATES CONSULTING Full time

    We are seeking a highly motivated Marketing Strategist to join our team at RLDUNN & ASSOCIATES CONSULTING. This is a permanent position with 30 hours per week, offering an estimated salary of $60,000-$80,000 per year.About the RoleThis role will be responsible for developing and implementing business strategies to promote industrial and commercial business...


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    About the Role:In this senior investment operations position, you will be responsible for leading a team of client service professionals in Burlington.As a key member of our Client Experience team, you will work closely with internal and external stakeholders to deliver exceptional client support and drive business growth.The ideal candidate will have 3-5...


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    About Aligned Capital Partners Inc.Aligned Capital Partners Inc. is a dynamic investment dealer with an ambitious growth strategy. Our corporate culture values teamwork, service excellence, and innovation, creating an ideal environment for professionals to thrive.We are currently hiring for a full-time Senior Investment Operations Associate to join our...