2+ YOEWellington-Altus needs candidates with a business, finance, accounting or similar diploma or degree, or equivalent experience, and 2 to 3 years in the financial services industry. Strong analytical skills, advanced Excel, and clear communication are required; CSC or CPH is preferred.
1+ YOEWellington-Altus Private Wealth needs candidates with 1-2 years of financial services experience and 1-2 years in client-facing roles. Candidates should know MS Office and investment platforms such as Croesus, iMost, Net Rep and Thompson One.
Croesus, iMost, Net Rep, Thompson One, Advisor Connect
3+ YOEWellington-Altus needs candidates with 3-5 years of financial services experience, a college diploma or bachelor's degree, and CIRO registration or eligibility to register. Strong Microsoft Office skills, attention to detail and high confidentiality standards are essential.
5+ YOE2+ MgmtCandidates need a bachelor's degree or equivalent, at least 5 years with a CIRO member dealer including 2 years in compliance or supervision, and CIRO supervisor registration. A CIM or CFA designation and knowledge of CIRO rules and provincial securities law are required or strongly preferred.
MS Office, Excel, Word, PowerPoint, Teams, Outlook
5+ YOEWellington-Altus needs a candidate with 5 to 8 years of project management experience in financial services or wealth management and a bachelor's degree. Strong skills in MS Office and project tools such as Atlassian are required, and a PMP or CSM is preferred.
MS Office, Atlassian, CRM systems, Wealth management platforms
5+ YOECandidates need a bachelor's degree or equivalent experience, 5+ years in data analysis and 2+ years in financial services. They need advanced SQL, AWS data tools, strong analytical and stakeholder communication skills, and must be legally eligible to work in Canada.
3+ YOECandidates need a bachelor's degree in business administration or a related field and 3+ years in financial-industry operations or administration, ideally at a bank or CIRO-regulated firm. Strong organizational, communication and problem-solving skills, attention to detail, confidentiality, and MS Office proficiency are expected.
2+ YOEWellington-Altus needs candidates with progressive experience at a CIRO dealer member or bank, knowledge of CIRO and provincial securities regulators, and skills in data analysis and risk management. Strong Microsoft Office and Power BI skills are needed, along with strong communication and organization.
3+ YOEWellington-Altus needs candidates with a business, accounting or finance degree or diploma, or equivalent experience, and at least 3 years in wealth management. Candidates must hold active CIRO Registered Representative status and be strong in Microsoft Office and Excel-based client tracking.
Excel, Word, PowerPoint, Teams, Outlook, NAD CRM workbooks
3+ YOEWellington-Altus needs 3 or more years of client-service experience, strong Microsoft Office skills, and excellent organization and attention to detail. A business, accounting or finance diploma is an asset, and wealth management experience is preferred.
Wellington-Altus asks for a bachelor's or master's degree in business, accounting, finance or a related field, or equivalent experience, with 1 to 3 years in the industry preferred. Candidates need an Investment Representative licence or must be actively pursuing one, plus strong MS Office and communication skills.
MS Office, Word, Excel, PowerPoint, Teams, Outlook
Candidates need senior sales leadership experience, coaching and supervision skills, and experience in financial services. CIRO licensing is an asset, along with strong MS Office and problem-solving skills.
MS Office, Word, Excel, PowerPoint, Teams, Outlook
3+ YOECandidates need coaching, training and testing skills, strong communication, and experience in a compliance or regulatory setting, ideally at least 3 years. Knowledge of the financial services industry, CIRO and provincial securities regulators is needed, and a business degree or CSC is an asset.
2+ YOECandidates need a business, finance or similar degree, or equivalent experience, with at least two years in an administrative or operational role. Strong Microsoft Office skills, attention to detail and confidential handling of client information are essential.
5+ YOECandidates need 5+ years in a direct client support role in wealth management, a bachelor's degree, and Registered Representative licensing in good standing. Strong communication, organization and investment compliance knowledge are required.
2+ YOECandidates need a bachelor's degree or equivalent experience, plus 2 to 5 years with a CIRO dealer member or bank, including one year in a sales assistant, compliance or operations role. Supervisory experience, wealth management experience and CSC/CPH or CIRE credentials are assets.
Regulatory compliance, Reporting, Internal auditing, Documentation, Participate in training sessions, CIRO
3+ YOE3+ MgmtCandidates need several years of financial services and team leadership experience, plus a business, finance or related education or equivalent experience. Strong communication, organization, and Microsoft Office skills are required, and CIRO registration is an asset.
5+ YOECandidates need at least 5 years managing advisor or client technology in financial services, plus a business or information systems degree. Vendor management, platform ownership, adoption-driving experience and proficiency with Jira, ServiceNow or Zendesk are required.
2+ YOEWellington-Altus needs candidates with 2 to 5 years of financial services experience and 2 or more years in a client-facing role. They should know Microsoft Office, ideally Croesus and Salesforce, and have strong organization, confidentiality and communication skills.
5+ YOECandidates need at least 5 years of wealth management or financial services experience, a bachelor's degree or equivalent, and strong organization and attention to detail. Industry licences such as RR, IR, CIRE or CIM are required or in progress, and proficiency with Microsoft Office is needed. Experience with Croesus and Salesforce is an asset.
Salesforce, Croesus, DocuSign, Microsoft Office, Excel, Word
1+ YOECandidates need a post-secondary degree in business, accounting, finance or equivalent experience, plus 1 to 3 years in financial services. Strong attention to detail, multitasking, Microsoft Office skills and an interest in technology are required.
3+ YOECandidates need 3 to 5 years of financial services experience and 3+ years in client-facing work, plus a business, accounting, finance or related degree or equivalent experience. Working toward the CFP designation and CIRO licensing are assets, along with strong communication and Microsoft Office skills.
2+ YOECandidates need administrative or client service experience, ideally in financial services, and proficiency with Microsoft Office and CRM systems. Completion of the Canadian Securities Course or CIRE exams is required or must be in progress at hire, and applicants must be legally eligible to work in Canada.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, CRM systems