Team Manager (Advisor Team)
Saskatoon, SKWellington Altus Branding
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.
Financial planning, Regulatory compliance, Research, Leadership, Coaching, Manage staff
Vice-President, Advisor Platform Management
Toronto, ON +1Wellington Altus Branding
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.
Jira, ServiceNow, Zendesk
Associate (Catherwood Wealth Management)
Greater Sudbury, ONWellington Altus Branding
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.
Word, Excel, PowerPoint, Teams, Outlook, Croesus
Senior Associate, Client Experience (The Osachoff Wealth Advisory Group)
Vancouver, BCWellington Altus Branding
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
Associate (Kimpton Kovitch Team)
Saskatoon, SKWellington Altus Branding
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.
CRM
Associate, Financial Planning (Colin Ryan Wealth Management)
Winnipeg, MBWellington Altus Branding
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.
Financial planning, Client relationship management, Communication skills, Sales, Onboarding, Customer relationship management
Administrative Associate (Colin Ryan Wealth Management)
Winnipeg, MBWellington Altus Branding
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