Investment Associate

4 weeks ago


Winnipeg, Manitoba, Canada Wellington-Altus Full time

Investment Associate Role

At Wellington-Altus, we are seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will play a key role in providing exceptional client service and support to our clients.

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 in-line with our team's focus and strategy.

Requirements:

  • Bachelor's or master's degree in business administration, accounting, finance, or related field.
  • 3-8 years' financial services industry experience, with 2+ years in a customer-facing role.
  • IIROC licensing requirements, including completion of the Canadian Securities Course and Conduct and Practices Handbook Course.
  • Active registration as an Investment Representative or Registered Representative with Canadian Investment Regulatory Organization.

What We Offer:

  • A dynamic and collaborative team environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.

How to Apply:

Please submit your application, including your resume and cover letter, to [insert contact information].


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