Wellington-Altus Financial Associate

Embark on a rewarding career with Wellington-Altus as a Financial Associate, based in Kanata. This full-time position emphasizes client relationship management and transaction processing within a premier financial environment.

Wellington-Altus, recognized among Canada’s Best Managed Companies, is in search of an Associate committed to exceptional client service. You will assist Investment Advisors, ensuring compliance and supporting client account management in a dynamic, fast-paced setting.

Key Responsibilities:
• Develop and nurture client relationships through effective communication
• Ensure compliance with regulatory standards for client documentation
• Execute transaction processing with precision and follow-up
• Assist in client meeting preparations and relevant research
• Stay updated on product knowledge and industry policies

Requirements:
• Bachelor’s in finance or related field preferred
• 3-5 y...