Current jobs related to Investment Associate - Winnipeg, Manitoba - Wellington-Altus Private Wealth Inc.

  • Retail Store Associate

    4 days ago

    Winnipeg, Manitoba, Canada Value Village Full time

    Description Position at Value VillageJob Title: Retail Store AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with...

  • Sales Associate Full Time

    7 days ago

    Winnipeg, Manitoba, Canada Match Retail Full time

    OverviewJob Title: Full Time Sales AssociateReports To: Store ManagerLocation: Polo Park, Winnipeg MBSalary: $16.00/hr + commissionRequirements: 32-40hr/week availability We are actively hiring for this position Our team at WOW mobile boutique is passionate about providing the best-in-class wireless retail experience  - focusing on excellence in every...

  • Inside Sales Representative

    6 days ago

    Winnipeg, Manitoba, Canada Plastics Family Americas Full time

    POSITION: Inside Sales Representative About the role: The Inside Sales Representative is the backbone of our sales force. You will consult with new and existing customers to build your book of business through providing outstanding service to meet their plastics needs. The Inside Sales Representative at Polymershapes will represent and sell the most...

  • Investment Associate

    4 days ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    **Investment Associate** **Location**:This in-office position will be based out of our Winnipeg office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (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.,...

  • Investment Associate

    9 hours ago

    Winnipeg, Canada Wellington-Altus Full time

    OverviewLocation: This on-site posting is for an existing vacancy in Wellington-Altus’s Winnipeg 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...

  • Associate, Investment Counsellor

    9 hours ago

    Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Investment Associate

    4 days ago

    Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Associate Investment Counsellor

    9 hours ago

    Winnipeg, Canada CIBC Full time

    A leading Canadian bank in Winnipeg is seeking an Associate, Investment Counsellor I to support the Investment Counsellor in delivering exceptional service to high net-worth clients. This role requires a degree in Business or Economics and several years of experience in client services within a financial institution. You will assist in business development,...

  • Alternative Investments Finance

    9 hours ago

    Winnipeg, Canada BCV Asset Management Inc. Full time

    A leading asset management firm in Winnipeg is looking for a Finance and Accounting Associate to support their Alternatives Investment team. This newly created role focuses on maintaining accurate financial reporting and data management across various alternative assets. Ideal candidates will have a bachelor's degree in accounting or finance, proficiency in...

  • Investment Principal

    4 weeks ago

    Winnipeg, Canada Emend Vision Fund Full time

    Company Description The Emend Vision Fund brings over a decade of expertise in scaling early-stage companies, with a proven track record in successful investments. With a focus on cleantech for industry, the fund is dedicated to transforming industries such as oil and gas, construction, and transportation, while addressing challenges related to critical...

  • Investment Principal

    1 hour ago

    Winnipeg, Canada Emend Vision Fund Full time

    Company Description The Emend Vision Fund brings over a decade of expertise in scaling early‑stage companies, with a proven track record in successful investments. With a focus on cleantech for industry, the fund is dedicated to transforming industries such as oil and gas, construction, and transportation, while addressing challenges related to critical...

  • Associate Director Bond Investments

    9 hours ago

    Winnipeg, Canada Canada Life Full time

    Overview Permanent Full Time. The Money Market Investment team is responsible for managing Canada Life’s liquidity along with the liquidity of certain segregated funds. The team also supports Great-West Lifeco’s corporate initiatives related to acquisitions, dividends, and financing activities, which require short-term investments and foreign exchange...

  • Associate Manager, Investment Financial Reporting

    2 weeks ago

    Winnipeg, Canada Canada Life Assurance Company Full time

    **Job Description**: The Associate Manager is responsible for managing key aspects of the Investment Financial Reporting function for the company’s portfolio investments. Reporting to the Manager, Investment Financial Reporting, the incumbent will be responsible for reviewing various external reporting, assist with the development and analysis of...

Investment Associate

5 hours ago

Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time

Investment Associate

Location: This on-site posting is for an existing vacancy in Wellington-Altus's Winnipeg 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 Investment Advisors, the Investment Associate helps ensure the efficiency of the advisory practice by supporting portfolio administration, coordinating client requests, and contributing to a high‑quality client experience. The role serves as a key point of contact for clients, supporting day‑to‑day service needs, transaction processing, and regulatory compliance.

This opportunity sits within a high performing team of advisors and is designed for someone seeking long term growth in wealth management.

Key responsibilities include:

Relationship Management & Client Consultation

  • Build and maintain strong, professional relationships with clients through responsive, proactive, and solution-oriented service.
  • Act as a trusted resource for clients by addressing inquiries related to accounts, transactions, reporting, and general product information.
  • Coordinate and follow up on client service requests to ensure timely resolution and a consistently positive client experience.
  • Support client onboarding and ongoing relationship management activities in alignment with Advisor and firm standards.

Client Portfolio Management

  • Process client initiated (unsolicited) trades and provide market quotes in accordance with registration status and firm policies.
  • Execute a wide range of account transactions.
  • Complete account maintenance activities.
  • Assist in preparing client meetings by organizing account documentation, reports, and supporting materials.
  • Perform rigorous follow up on all transactions to ensure accuracy, proper completion, and timely settlement, minimizing errors and service issues.

Compliance & Research

  • Maintain accurate and up‑to‑date client files, ensuring all documentation, notes, and correspondence meet CIRO and firm compliance standards.
  • Support Know Your Client (KYC) processes, including updates to client information and documentation.
  • Stay informed of internal policies, procedures, and regulatory changes impacting advisory operations.
  • Conduct research and compile industry or product‑related information as requested by the Advisor.

Product Knowledge

  • Stay updated on a wide range of investment products available in the Canadian market, including stocks, bonds, mutual funds, ETFs, and alternative investments.
  • Assess the suitability of different products based on clients' profiles and regulatory requirements.
  • Support Advisors by gathering information and assisting with suitability considerations based on client profiles and regulatory requirements.
  • Demonstrate a commitment to continuous learning and professional development, including progression toward licensing (if not currently licensed).

The ideal candidate will possess:

  • A bachelor's or master's degree in business administration, accounting, finance or related field, or equivalent work experience.
  • 2-3 years of relevant industry exposure preferred.
  • Equivalent combination of education and experience may be considered.
  • Experience in wealth management or other regulated industry is a strong asset.
  • Investment Representative (IR) license.
  • A commitment to fulfilling Continuing Education (CE) requirements.
  • For unlicensed candidates, be highly motivated and actively pursuing the appropriate license.
  • Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
  • Proven ability to take initiative and work independently; a self-starter who thrives in dynamic environments.
  • Commitment to ethical conduct and integrity in all client interactions.
  • Excellent attitude and commitment to providing extraordinary service.
  • Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
  • Excellent problem-solving skills.
  • Strong organizational skills.
  • A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
  • Strong critical thinking and written and verbal communication skills.
  • An ability to maintain the highest levels of confidentiality.

Conditions of employment:

  • Must be legally eligible to work in Canada.
  • Ability to travel within Canada, 0-5% of the time.
  • 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-