Current jobs related to Investment Associate - Burlington, Ontario - Wellington-Altus

  • Investment Funds Management Associate

    2 weeks ago

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

    Investment Funds Manager Associate RoleAligned Capital Partners Inc. is a dynamic investment dealer with a strong corporate culture. Our team is committed to delivering exceptional service and fostering a collaborative work environment.Job OverviewWe are seeking a highly motivated and detail-oriented Investment Funds Manager Associate to join our team in...

  • Investment Funds Management Associate

    1 month ago

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

    Job Title: Investment Funds Management AssociateAligned Capital Partners Inc. is a dynamic investment dealer seeking a highly skilled Investment Funds Management Associate to join our team in Toronto.Key Responsibilities:Support the core trading and portfolio modeling responsibilities, interpreting and executing trade instructions provided by ACPI Portfolio...

  • Investment Funds Management Associate

    1 month ago

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

    Job Title: Investment Funds Management AssociateAligned Capital Partners Inc. is a dynamic investment dealer seeking a highly skilled Investment Funds Management Associate to join our team in Toronto.Key Responsibilities:Support the core trading and portfolio modeling responsibilities, interpreting and executing trade instructions provided by ACPI Portfolio...

  • Investment Funds Manager Associate

    2 weeks ago

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

    Investment Funds Manager Associate Role OverviewAligned Capital Partners Inc. is a dynamic investment dealer seeking a skilled Investment Funds Manager Associate to join its team in Toronto. This exciting opportunity involves supporting the fund operations team with audit, money moves, pricing reviews, and other day-to-day duties.Key...

  • Investment Funds Associate

    2 weeks ago

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

    Aligned Capital Partners Inc. is a dynamic investment dealer with a collaborative team focused on driving growth and excellence. Our corporate culture emphasizes teamwork, service, creativity, and initiative. We are currently seeking a full-time Investment Funds Manager (IFM) Associate to join our IFM team in a fast-paced environment.This dynamic role offers...

  • Investment Advisor Associate

    2 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is a leading investment and wealth management firm that prioritizes client relationships and growth. We are seeking a skilled Associate Advisor to join our Advisory Team and contribute to our success.The ideal candidate will be responsible for deepening client relationships, identifying...

  • Investment Funds Management Associate

    3 weeks ago

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

    We are seeking a highly skilled UMA/IFM Associate to join our dynamic team at Aligned Capital Partners Inc. in Toronto. The successful candidate will be responsible for supporting the core trading and portfolio modeling responsibilities, including interpreting and executing trade instructions provided by ACPI Portfolio Managers, Third Party Sub-Advisors, and...

  • Investment Funds Management Associate

    3 weeks ago

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

    Role SummaryWe are seeking a highly skilled UMA/IFM Associate to join our dynamic team at Aligned Capital Partners Inc. in Toronto. As a key member of our IFM/UMA team, you will be responsible for supporting the core trading and portfolio modeling responsibilities.Key ResponsibilitiesInterpret and execute trade instructions provided by ACPI Portfolio...

  • Investment Advisor Associate

    3 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is a leading investment and wealth management firm that consistently delivers exceptional results. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities branch...

  • Investment Funds Specialist

    10 hours ago

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

    Join a dynamic Investment Funds Manager (IFM) team in TorontoFund Operations Associate role available at Aligned Capital Partners Inc.Job Summary:The Full-time IFM Associate will be responsible for supporting various aspects of the dealer's operations, including fund custody, trade processing, and compliance. The ideal candidate will possess strong...

  • Investment Funds Manager Associate

    3 weeks ago

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

    Aligned Capital Partners Inc. is a dynamic investment dealer with a strong focus on teamwork and service excellence. We are currently seeking a highly skilled Funds Operations Specialist to join our Investment Funds Management (IFM) team in Toronto.Key responsibilities include supporting the fund operations team with audit, money moves, pricing reviews, and...

  • Associate Advisor

    4 weeks ago

    Burlington, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryRBC Dominion Securities is a leading investment and wealth management firm in Canada, renowned for its collaborative culture and commitment to client success. We are seeking a skilled Associate Advisor to join our successful Advisory Team in Burlington.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor, ensuring seamless...

  • Retail Warehouse Associate

    4 weeks ago

    Burlington, Ontario, Canada Savers Full time

    About UsSavers is a purpose-driven company that champions reuse and inspires a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items that have been donated by the community to local nonprofit organizations.Job SummaryWe are hiring Retail Warehouse & Production Associates to create an awesome experience for our...

  • Associate Advisor

    4 weeks ago

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

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor, including agenda planning, documentation...

  • Associate Advisor

    4 weeks ago

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

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor, including agenda planning, documentation...

  • Financial Services Associate Advisor

    4 weeks ago

    Burlington, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor, including preparing...

  • Associate Advisor

    4 weeks ago

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

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor, including agenda planning, documentation...

  • Associate Advisor

    4 weeks ago

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

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor, including agenda planning, documentation...

  • Client Services Associate

    4 weeks ago

    Burlington, Ontario, Canada Wellington-Altus Full time

    Job Title: Client Services AssociateAbout the Role:We are seeking a highly skilled and experienced Client Services Associate to join our team at Wellington-Altus Private Wealth. As a key member of our team, you will provide exceptional support to our Investment Advisors and ensure the smooth operation of administrative functions.Key Responsibilities:Build...

  • Retail Sales Associate

    2 weeks ago

    Burlington, Ontario, Canada Savers Value Village Full time

    About UsSavers / Value Village is a purpose-driven company that champions reuse and inspires a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items that have been donated by the community to local nonprofit organizations.Job SummaryWe are hiring Retail Store Associates to create an awesome experience for our...

Investment Associate

2 months 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.