Wealth Management Associate

Wealth Management AssociateLocation: This position will be based out of our Winnipeg office. About Wellington-Altus Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc. — the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $40 billion in assets under administration and offices across the country, Wellington-Altus attracts successful entrepreneurial advisors and portfolio managers who serve high-net-worth clients coast-to-coast. *Investment Executive 2025 Brokerage Report Card About Our Team At , we provide thoughtful, customized investment and financial planning advice to families and institutions across Canada. Based in Winnipeg, our team combines over 30 years of experience with the energy and innovation of Canada’s fastest-growing independent wealth platform. We are seeking a Wealth Management Associate who is organized, analytical, and eager to contribute to our clients’ success. This role is ideal for someone with strong computer skills and an interest in finance who enjoys working behind the scenes to keep a professional advisory business running efficiently. The Opportunity As a Wealth Management Associate, you’ll work directly with the team’s senior advisors to support day-to-day operations, client service, and marketing initiatives. You’ll gain valuable exposure to portfolio management, financial planning, and client relationship management, all while developing the technical and business skills that can lead to future advancement within the firm. Key Responsibilities Client Administration & Operations Manage investment transactions, asset allocation and portfolio modeling. Contribute to investment decision-making to support wealth strategies. Maintain and update client files, CRM data, and account documentation with accuracy and confidentiality. Prepare reports, investment summaries, and meeting materials for advisors. Support onboarding of new clients and coordinate account transfers. Handle scheduling, follow-ups, and general correspondence with professionalism. Lead the daily account administration, ensuring accuracy and timely client service. Financial & Data Support Use MS Excel and other tools to create, format, and analyze financial spreadsheets, performance reports, and client summaries. Track key business metrics, prepare data for presentations, and assist in reporting. Learn to interpret portfolio data and contribute to client-ready materials. Marketing & Communications Assist with digital marketing activities including updating social media, drafting newsletters, and coordinating events or webinars. Help maintain the team’s online presence and brand consistency. Contribute to community outreach initiatives aligned with the firm’s values. Technology & Efficiency Support software integrations and troubleshoot routine tech issues. Identify opportunities to streamline processes and improve client-service workflows. Work closely with the firm’s central technology, marketing, and compliance teams. What We’re Looking For Post-secondary education in business, finance, accounting, (or equivalent experience). Recent Business graduates, or those with 1-2 years of experience in wealth management. Proficiency with Microsoft Office Suite, particularly advanced Excel skills including working with data sets, formulas, and functions. Excellent organization and attention to detail. Professional written and verbal communication skills. Ability to handle confidential information with discretion. A self-starter who takes initiative and enjoys problem-solving. Experience in financial services is an asset. Interest in investment, portfolio management, and/or trading. Completion of or willingness to complete the Canadian Securities Course (CSC) and/or the Conduct and Practices Handbook Course (CPH) is considered an asset. Why Join Us Learn the inner workings of a top-tier wealth management practice. Gain hands-on experience supporting high-net-worth clients. Be mentored by senior professionals with decades of advisory experience. Join an entrepreneurial, growing firm where new ideas are valued. Build skills that can lead to licensing or advisory opportunities over time. Additional Information Must be legally eligible to work in Canada. A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment. Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply. If you require accommodation for the recruitment process, please let us know at the point of application.