Job Description
Location
This posting is for an existing vacancy in Wellington-Altus’s Winnipeg or Saskatoon 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., and Wellington-Altus Private Wealth Inc.-the top-rated investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 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, Transition, the Transition Associate will be responsible for supporting Transitions for the purpose of onboarding new Advisor Teams. Transition Associates play a...