Analyst, Business Systems Specialist (6 Months Term)

Wellington-Altus; Winnipeg; On-site; CAD 60,000 - 80,000; Full time

Job summary

Wellington-Altus Financial Inc. in Winnipeg is seeking an Analyst, Business Operations Specialist to support the development, documentation, and continuous improvement of business processes, policies, and procedures.

The role is responsible for creating and maintaining SOPs, process documentation, and operational logs, identifying process gaps, and supporting operational readiness for FY26/27 project delivery.

Qualifications

• 2-3 years financial services industry experience in a high growth environment.
• 2+ years vendor and custodian management experience.
• 2+ years customer/client-service facing role.
• Advanced Excel proficiency with large data sets and complex comparisons.

Responsibilities

• Develop, maintain, and improve SOPs and process maps to support consistent operations.
• Support operational readiness for FY26/27 projects by documenting processes and assessing impacts.
• Identify process gaps and opportunities for standardization, automation, and efficiency.
• Collaborate with internal departments to gather requirements and align processes.
• Ensure documentation and deliverables meet service standards and timelines.
• Identify operational risks and assist with audits, compliance, and governance.

Skills

Financial services

Vendor management

Client service

Advanced Excel

MS Office熟用

Education

Bachelors degree

Wealth management experience

Tools

MS Office

Job description

Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office.

Our organization

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and 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. With more than $50 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.

• Report on Business 2025 rankings.
• Investment Executive 2026 Brokerage Report Card.

The opportunity

Reporting to the Senior Business Operations Specialist, the Analyst, Business Operations Specialist supports the development, documentation, and continuous improvement of business processes, policies, and procedures. The role is responsible for creating and maintaining SOPs, process documentation, and operational logs, identifying process gaps, and supporting operational readiness for FY26/27 project delivery. Working collaboratively across departments, the Analyst helps streamline workflows, enhance efficiency, support implementation activities, and ensure operational activities are completed in alignment with established service standards.

Key responsibilities include:

• Process Documentation & Governance
  • Develop, maintain, and continuously improve SOPs, process maps, operational logs, and related documentation to support consistent and effective business operations.
• Operational Readiness & Project Support
  • Support operational readiness for FY26/27 project delivery by documenting processes, assessing impacts, and ensuring successful transition to business-as-usual operations.
• Process Improvement
  • Identify process gaps and opportunities for standardization, efficiency, and automation, recommending and implementing improvements where appropriate.
• Stakeholder Collaboration
  • Partner with internal departments and project teams to gather requirements, align operational processes, and support the implementation of business initiatives.
• Service Standards & Quality Assurance
  • Ensure operational activities, documentation, and deliverables are completed accurately and within established service standards and timelines.
• Risk & Controls
  • Identify and elevate operational risks, process deficiencies, and control gaps while supporting audit, compliance, and governance requirements.

The ideal candidate will possess:

• Bachelor’s degree in Finance, Accounting, Business, Information Technology or a related field.
• 2-3 years’ financial services industry experience working in a high growth environment.
• 2+ years’ experience in vendor and custodian management.
• 2+ years’ experience in a customer/client-service facing role.
• Equivalent combination of education and experience may be considered.
• Experience in the wealth management or other regulated industry is a strong asset.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Advanced Excel proficiency with expertise in handling large data sets and performing complex comparisons for analysis and insight.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
• Excellent attitude and commitment to providing extraordinary service.
• An excellent attention to detail.
• Exceptional problem-solving with strong analytical thinking and initiative.
• Takes initiative to identify opportunities, solve problems, and contribute independently to team goals without needing direction.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• 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.
• 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.