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Partner Support Specialist

2 weeks ago

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

Partner Support Specialist

Location: This position will be based out of our Winnipeg, Toronto or Calgary 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:

The Partner Support Specialist plays a crucial role in delivering exceptional support to advisory teams within WAPW. Reporting directly to the Manager of Advisor Experience, this role is responsible for addressing and resolving inquiries and issues raised by advisory teams. Additionally, the Partner Support Specialist collaborates with various internal WAPW departments and liaises with our custodian, NBIN, to ensure efficient and effective problem resolution and support.

Key responsibilities include:

  • Serve as the expert resource on all day-to-day operational procedures.
  • Research and deliver clear, accurate, and meaningful responses to partner inquiries within a specified time frame.
  • Serve as the liaison between advisory teams and the NBIN back office.
  • Identify and analyze problems, and research and propose multiple solutions.
  • Understand and effectively communicate NBIN inquiries to advisory teams and other partners.
  • Identify potential training opportunities within the team and firm to reduce query volume and enhance the advisor experience.
  • Build and maintain strong relationships with advisor teams by understanding their needs, providing personalized support, and proactively addressing their challenges.
  • Collaborate with the Manager to develop expertise in specific areas and provide support and guidance to other team members.
  • Performs other duties as assigned.

The ideal candidate will possess:

  • Bachelor's degree or diploma in Business Administration or similar field of study.
  • 3-5 years of experience in the financial services industry, ideally within a high-growth environment. Equivalent combinations of education and experience will be considered.
  • Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • Advanced skills in Excel and familiarity with Power BI are desirable.
  • Exhibit high accountability, reliability, adaptability, and innovation in achieving both daily tasks and long-term goals.
  • Demonstrate a strong commitment to providing exceptional service with a positive attitude.
  • Maintain excellent attention to detail.
  • Possess exemplary interpersonal and influencing skills, with the ability to communicate effectively and collaborate across various mediums (in-person, phone, and virtually).
  • Display excellent problem-solving abilities.
  • Showcase strong organizational skills.
  • Demonstrate a high tolerance for ambiguity, with the ability to adapt and manage a large volume of competing priorities.
  • Employ strong critical thinking and effective written and verbal communication skills.
  • Uphold the highest levels of confidentiality.
  • 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 0-1% of the time.

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.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-