Coordinator, Wealth Products

Coordinator, Wealth Products

Location: This position will be based out of our Winnipeg or Toronto 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 AVP, Central Overlay Group Ops, the Coordinator, Wealth Products will leverage strong communication skills to provide exceptional and timely administrative support to Advisors and their Associates. As a main point of contact for the Wealth Products team, the successful candidate will play an integral role in the Platinum Private Portfolio product offering, supporting and advancing this key product.

The Coordinator, Wealth Products will be responsible for composing up-to-date operational guides related to discretionary trading and support. Additionally, they will be crucial in facilitating interactions with the products team, central overlay group, transformation office, Business Analysts and other business units. The role also involves servicing Investment Advisors on the platform with a white-glove experience, ensuring their needs are met with the highest level of attention and care. This position requires a high level of detail orientation, financial acumen, and agility.

Key responsibilities include:

• Operational Work
• Serve as subject matter experts on the operational aspects of Wellington-Altus platforms, including Advice Based, Advice+ Managed, Platinum Private Portfolios, and Crescent Separately Managed (SMA), ensuring smooth transitions and accurate coding on firm accounts.
• Act as liaisons between investment advisors (IAs) and third-party vendors, such as SMA, and internal teams such as Central Overlay Group and Envestnet teams, facilitating effective communication and resolving operational issues.
• Complete research and provide timely and accurate responses to inquiries from IA teams and staff, including handling trading queries, service requests, and assessing or mitigating operational errors on discretionary platforms.
• Process account setups in internal systems, including coding accounts appropriately on Thomson systems, maintaining and adjusting account configurations, and implementing quality checks and controls on various processes.
• Provide comprehensive data reports, extracts, and auditing services for departments like Documentation, Advent Support, vendors, Fees, and Data teams, ensuring data integrity and accuracy across platforms.
• Collaborate closely with the Fees department to manage and process closing fees on accounts and oversee platform performance while resolving issues.
• Support IA teams in operational aspects, addressing inquiries, processing corrections, and ensuring compliance with regulatory requirements and data accuracy.
• Liaise with custodians (National Bank Independent Network), vendors, and internal parties, striving to deliver exceptional service to advisory teams while maintaining efficient operations.
• Developing as a Specialist
• Educate team members on Wealth Products operations and platform functionalities and conduct regular training sessions for team members and other departments to ensure effective platform usage and updates.
• Collect, validate, and monitor trade data, assessing and correcting from a service and control perspective to maintain high standards in platform operations.
• Research, gather, and examine data to develop valuable insights and provide solutions for process improvements, supporting business development efforts with operational expertise.
• Evaluate and implement technology solutions to enhance platform operations, preparing and presenting operational performance reports to senior management while also being engaged in platform-related projects.
• Develop and maintain relationships with internal and external stakeholders, collaborating seamlessly with business lines, custodians, third-party vendors, and advisory teams to facilitate efficient operations and foster a collaborative, innovative team environment.
• Communicate effectively on similar subjects to various stakeholders, adapting communication styles as needed to ensure clarity and effectiveness in interactions.
• Project Work
• Participate in and manage projects requiring platform expertise, working closely with other departments and vendors to improve processes, add value, and handle ad hoc projects upon request and approval.
• Coordinate with IT for system updates, testing, and troubleshooting, and assist in PPP Repatriation projects by focusing on smooth transitions and asset repatriation.
• Prepare detailed project documentation and reports to track progress and outcomes, supporting reporting requirements for the operational business unit and maintaining periodic communication with senior management.
• Provide service support to the internal teams, addressing needs and contributing to overall business objectives.
• Perform other duties as assigned, including work related to Envestnet, Advisor Connect, and any additional project work that meets the business needs.
• Perform other duties as assigned.

The ideal candidate will possess:

• A bachelor's degree or diploma in Business Administration, Accounting, Finance, Economics, or a related field of study is an asset.
• Experience of one or more years in a wealth management firm, financial operations company, or retail banking environment is required.
• 1+ years' experience in a customer/client-service facing role. Equivalent combination of education and experience may be considered.
• High proficiency in Microsoft Office programs, especially Excel, along with excellent problem-solving skills. Excel acumen can be a combination education and experience.
• CSI or IFIC Certification is an asset.
• High-level Excel acumen is required.
• Proficiency with the MSOffice suite, including Word, PowerPoint, Teams, and Outlook.
• Highly desired system requirements include experience with Envestnet, Kyndryl, Netrep, and/or Croesus.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
• Demonstrate a high level of proficiency in Microsoft Office programs, with expertise in Excel.
• Exhibit excellent problem-solving skills, showing a proactive approach to identifying issues and offering effective solutions.
• Excellent attitude and commitment to providing extraordinary service.
• An excellent attention to detail and strong organizational skills.
• A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
• Capable of working independently as well as collaborating effectively as part of a team.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• An ability to maintain 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.

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-