Current jobs related to Transition Associate - Winnipeg - Wellington-Altus Private Wealth Inc.
-
Manager, Transitions
1 week ago
Winnipeg, Canada Wellington-Altus Full timeManager, Transitions Location : This position will be based out of our Manitoba or Saskatoon office Our organization : 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...
-
Manager, Transitions
1 week ago
Winnipeg, Canada Wellington-Altus Full timeManager, Transitions Location : This position will be based out of our Manitoba or Saskatoon office Our organization : 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...
-
Manager, Transitions
1 week ago
Winnipeg, Canada Wellington-Altus Full timeManager, Transitions Location : This position will be based out of our Manitoba or Saskatoon office Our organization : 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...
-
Manager, Transitions
1 week ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time $80,000 - $120,000 per yearManager, TransitionsLocation: This position will be based out of our Manitoba or Saskatoon officeOur organization: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...
-
Project Manager
1 week ago
Winnipeg, Canada City of Winnipeg Full timeUnder the direction of the Senior Transit Planner, the Project Manager - Transit Infrastructure, provides leadership and guidance in the execution of projects and initiatives through an integrated multi-disciplinary team approach that strives for innovation, excellence and efficiency. Projects may include, but are not limited to planning, design, and...
-
Transit Installer
2 weeks ago
Winnipeg, Canada Pattison Outdoor Advertising Full time**Transit Installers - Winnipeg** PATTISON Outdoor Advertising is Canada’s leading Out-of-Home (OOH), Transit and Digital display advertising company. With the widest variety of products, our advertisers benefit from unparalleled advertising opportunities. Our sales professionals and support associates across the country, provide clients with unmatched...
-
Associate Dentist
1 week ago
Winnipeg, Canada Transcona Dental Centre Full time**Part-Time Dental Associate - Transitioning to Full-Time**: - Transcona Dental Centre, Winnipeg_ **Transcona Dental Centre** is seeking a skilled and compassionate **Part-Time Dental Associate **to join our well-established practice, with the opportunity to transition to full-time. Our clinic offers a supportive environment with no evening or weekend...
-
Regional Associate
7 days ago
Winnipeg, Canada Manulife Full time**The Opportunity**: Join our dynamic team as a Regional Associate supporting advisory teams at Manulife Wealth across the Prairies. In this role, the Regional Associate plays a pivotal role in supporting the Regional Vice President and advisory teams within their region. The incumbent will have the unique opportunity to lead, manage and support solutions...
-
Warehouse Associate
5 days ago
Winnipeg, Canada Arctic Beverages LP Full time**Join Our Team!** **Warehouse Associate - Full Time** We are looking for an efficient and hard-working warehouse team member at Arctic Beverages LP, Winnipeg Branch. The Warehouse Associate’s basic responsibilities include shipping & receiving, picking customer orders, taking inventory of all warehouse merchandise & stock, and ensuring that fragile...
-
Transitions Care Lead
4 weeks ago
Golden Horseshoe, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, South, Canada SE Health Full timePosition Summary The Acute Care Transitions Program ensures seamless, compassionate care as patients move from hospital to home. Designed to support both patients and their families, the program connects individuals with community-based healthcare providers, social support services, primary care and acute care teams. Together, they create personalized plans...
Transition Associate
2 weeks ago
**Transition Associate**
**Location**:This position will be based out of our Manitoba or Saskatoon office,
**Our organization**:
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 nearly $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2025 Brokerage Report Card._
**The opportunity**:
Reporting to the Manager, Transitions, the Transition Associate will be responsible for supporting Transitions for the purpose of onboarding new Advisor Teams. Transition Associates play a key role in the growth of our business, utilizing their exceptional client service skills, combined with their keen eye for detail and process improvement to successfully manage and complete the tasks and projects associated with Advisor Onboarding.
**Key responsibilities include**:
- **Prepare account documentation & complete quality control processes**
- Review Personal Information Form (PIF).
- Analyzing information contained in PIF to establish account types, platforms, additional forms and selecting templates for various scenarios per household.
- Identify missing information, documentation, and forms.
- Completing templates and preparing packages.
- **Manage documentation finalization, workflow initiation, and follow-up**
- Upload or print (depending on mode of delivery) packages for delivery to client.
- Package tracking throughout workflow process at various levels.
- Upload to DocuSign.
- **Complete documentation corrections**
- Communicate with various departments to identify and rectify required corrections.
- Update documentation as required.
- Reinitiating and continue workflow to completion.
- **Complete ongoing reporting**
- Complete package tracking via Transition Tracker.
- Complete Daily Summary reporting on metrics.
- Update and maintain Smartsheet data and documents.
- Complete ad hoc reporting, as required.
- **Complete transfers processing**
- Review transfer forms for accuracy and completeness.
- Initiate transfers via partner website/tools.
- Track, reconcile and follow up on all transfers.
- Monitor transfers for rejections and reprocess if necessary.
- **Provide support to incoming & recently-transitioned IA teams**
- Act as a general resource person concerning the firm’s products, procedures, and policies.
- Liaise with marketing provider and IT provider to support the onboarding of teams.
- Completion of post-secondary education in business administration, accounting, finance, or a similar field of study preferred.
- 1+ years’ experience in a customer/client-service facing role, or minimum of 1 year as a Junior Transition Associate.
- Equivalent combination of education and experience may be considered.
- Experience in wealth management/financial services or other regulated industry is a strong asset.
- Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Completion of the Canadian Securities Institute courses - CSC or CPH - is an asset.
- Exceptional organizational skills.
- Ability to communicate effectively, both written and verbal, with all levels within the organization, across various mediums (in-person, over the phone, virtually).
- Ability to adapt quickly to changing needs and work requirements.
- Demonstrated ability to learn job-specific/proprietary technology and systems in an accelerated amount of time (within 3 months of hire).
- Proven, reliable work ethic with the ability to manage multiple, competing priorities.
- Established ability to independently identify problems and make suggestions for improvement.
- Experience working within defined processes with the ability to independently manage tasks and outcomes.
- Excellent attitude and committed to providing extraordinary service.
- An excellent attention to detail.
- An ability to maintain the highest levels of confidentiality.
- Willingness and ability to work overtime as business needs dictate, including evenings and weekends.
- Adaptability & Flexibility.
- Advisor Focus.
- Drive for Results.
- Teamwork & Collaboration.
**Conditions of employment**:
- 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.
- Must be able to travel within Canada 0-15% of the time.
**To apply**:
